BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,243,551 shares; 2024Q4: 20,733,226 shares; 2025Q1: 20,490,826 shares; 2025Q2: 20,079,443 shares; 2025Q3: 19,733,573 shares; 2025Q4: 19,000,469 shares; 2026Q1: 18,532,173 shares 18,532,173 $1.16B 35.51% -468,296 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: 251,523 shares; 2024Q4: 239,895 shares; 2025Q1: 240,143 shares; 2025Q2: 251,489 shares; 2025Q3: 207,305 shares; 2025Q4: 198,220 shares; 2026Q1: 190,672 shares 190,672 $175M 5.36% -7,548 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: 214,651 shares; 2024Q4: 194,404 shares; 2025Q1: 194,720 shares; 2025Q2: 215,354 shares; 2025Q3: 226,762 shares; 2025Q4: 200,490 shares; 2026Q1: 229,052 shares 229,052 $162M 4.96% +28,562 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: 766,893 shares; 2024Q4: 715,672 shares; 2025Q1: 715,772 shares; 2025Q2: 779,915 shares; 2025Q3: 785,989 shares; 2025Q4: 748,693 shares; 2026Q1: 754,187 shares 754,187 $157M 4.8% +5,494 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786,639 shares; 2024Q4: 722,114 shares; 2025Q1: 731,330 shares; 2025Q2: 834,344 shares; 2025Q3: 890,951 shares; 2025Q4: 756,187 shares; 2026Q1: 861,950 shares 861,950 $148M 4.53% +105,763 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: 450,333 shares; 2024Q4: 421,616 shares; 2025Q1: 422,092 shares; 2025Q2: 473,408 shares; 2025Q3: 481,810 shares; 2025Q4: 424,972 shares; 2026Q1: 427,725 shares 427,725 $123M 3.75% +2,753 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: 291,444 shares; 2024Q4: 280,471 shares; 2025Q1: 281,035 shares; 2025Q2: 315,079 shares; 2025Q3: 322,656 shares; 2025Q4: 290,716 shares; 2026Q1: 284,246 shares 284,246 $105M 3.21% -6,470 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: 766,041 shares; 2024Q4: 746,202 shares; 2025Q1: 753,588 shares; 2025Q2: 852,626 shares; 2025Q3: 903,304 shares; 2025Q4: 627,215 shares; 2026Q1: 721,832 shares 721,832 $65.2M 1.99% +94,617 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: 1,553,724 shares; 2024Q4: 1,527,099 shares; 2025Q1: 1,549,414 shares; 2025Q2: 1,765,007 shares; 2025Q3: 1,880,964 shares; 2025Q4: 1,625,178 shares; 2026Q1: 1,620,055 shares 1,620,055 $61.3M 1.87% -5,123 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,795 shares; 2024Q4: 357,790 shares; 2025Q1: 357,837 shares; 2025Q2: 364,389 shares; 2025Q3: 301,347 shares; 2025Q4: 269,744 shares; 2026Q1: 364,462 shares 364,462 $57.7M 1.76% +94,718 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: 497,515 shares; 2024Q4: 467,409 shares; 2025Q1: 471,398 shares; 2025Q2: 529,741 shares; 2025Q3: 560,129 shares; 2025Q4: 393,690 shares; 2026Q1: 421,308 shares 421,308 $55.2M 1.69% +27,618 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: 146,557 shares; 2024Q4: 122,454 shares; 2025Q1: 123,074 shares; 2025Q2: 134,159 shares; 2025Q3: 141,387 shares; 2025Q4: 127,379 shares; 2026Q1: 146,569 shares 146,569 $43.1M 1.32% +19,190 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: 262,012 shares; 2024Q4: 217,907 shares; 2025Q1: 219,340 shares; 2025Q2: 245,883 shares; 2025Q3: 259,424 shares; 2025Q4: 217,117 shares; 2026Q1: 247,477 shares 247,477 $40.7M 1.24% +30,360 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: 313,181 shares; 2024Q4: 274,859 shares; 2025Q1: 275,370 shares; 2025Q2: 292,403 shares; 2025Q3: 307,384 shares; 2025Q4: 284,657 shares; 2026Q1: 327,537 shares 327,537 $40.7M 1.24% +42,880 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,000 shares; 2025Q3: 121,000 shares; 2025Q4: 121,000 shares; 2026Q1: 121,000 shares 121,000 $38.9M 1.19% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,517 shares; 2024Q4: 382,213 shares; 2025Q1: 385,155 shares; 2025Q2: 426,494 shares; 2025Q3: 450,621 shares; 2025Q4: 322,040 shares; 2026Q1: 340,141 shares 340,141 $32.8M 1% +18,101 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: 111,255 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 62,001 shares; 2025Q3: 62,001 shares; 2025Q4: 62,000 shares; 2026Q1: 62,107 shares 62,107 $30.5M 0.93% +107 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: 64,265 shares; 2024Q4: 57,668 shares; 2025Q1: 57,841 shares; 2025Q2: 60,448 shares; 2025Q3: 63,571 shares; 2025Q4: 50,308 shares; 2026Q1: 50,034 shares 50,034 $28.2M 0.86% -274 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: 127,984 shares; 2024Q4: 126,509 shares; 2025Q1: 127,820 shares; 2025Q2: 138,828 shares; 2025Q3: 147,119 shares; 2025Q4: 130,820 shares; 2026Q1: 135,446 shares 135,446 $28M 0.86% +4,626 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: 997,891 shares; 2024Q4: 981,438 shares; 2025Q1: 999,150 shares; 2025Q2: 1,131,158 shares; 2025Q3: 1,211,631 shares; 2025Q4: 1,129,254 shares; 2026Q1: 1,215,856 shares 1,215,856 $27.1M 0.83% +86,602 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,074 shares; 2024Q4: 279,840 shares; 2025Q1: 280,088 shares; 2025Q2: 280,382 shares; 2025Q3: 280,634 shares; 2025Q4: 280,919 shares; 2026Q1: 281,313 shares 281,313 $26M 0.79% +394 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,434 shares; 2024Q4: 348,940 shares; 2025Q1: 351,462 shares; 2025Q2: 386,847 shares; 2025Q3: 409,924 shares; 2025Q4: 326,408 shares; 2026Q1: 311,366 shares 311,366 $25.2M 0.77% -15,042 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: 58,095 shares; 2024Q4: 50,598 shares; 2025Q1: 53,698 shares; 2025Q2: 153,202 shares; 2025Q3: 158,928 shares; 2025Q4: 146,380 shares; 2026Q1: 144,261 shares 144,261 $25.2M 0.77% -2,119 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: 241,472 shares; 2024Q4: 210,364 shares; 2025Q1: 211,265 shares; 2025Q2: 232,050 shares; 2025Q3: 244,093 shares; 2025Q4: 180,762 shares; 2026Q1: 181,815 shares 181,815 $23.8M 0.73% +1,053 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: 771,250 shares; 2024Q4: 771,795 shares; 2025Q1: 779,690 shares; 2025Q2: 848,455 shares; 2025Q3: 899,538 shares; 2025Q4: 707,032 shares; 2026Q1: 705,676 shares 705,676 $23.7M 0.72% -1,356 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,055 shares; 2024Q4: 206,290 shares; 2025Q1: 207,968 shares; 2025Q2: 228,300 shares; 2025Q3: 241,183 shares; 2025Q4: 187,007 shares; 2026Q1: 177,644 shares 177,644 $23.3M 0.71% -9,363 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: 338,158 shares; 2024Q4: 340,198 shares; 2025Q1: 345,547 shares; 2025Q2: 380,978 shares; 2025Q3: 407,314 shares; 2025Q4: 353,420 shares; 2026Q1: 405,728 shares 405,728 $23.2M 0.71% +52,308 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,193 shares; 2024Q4: 103,472 shares; 2025Q1: 104,336 shares; 2025Q2: 111,818 shares; 2025Q3: 116,924 shares; 2025Q4: 109,684 shares; 2026Q1: 109,270 shares 109,270 $19.9M 0.61% -414 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: 129,387 shares; 2024Q4: 126,123 shares; 2025Q1: 127,170 shares; 2025Q2: 141,911 shares; 2025Q3: 148,297 shares; 2025Q4: 141,435 shares; 2026Q1: 148,455 shares 148,455 $19.6M 0.6% +7,020 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: 753,718 shares; 2024Q4: 729,590 shares; 2025Q1: 742,618 shares; 2025Q2: 856,060 shares; 2025Q3: 915,169 shares; 2025Q4: 810,912 shares; 2026Q1: 956,441 shares 956,441 $18.5M 0.56% +145,529 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,076 shares; 2024Q4: 56,362 shares; 2025Q1: 56,830 shares; 2025Q2: 62,204 shares; 2025Q3: 65,222 shares; 2025Q4: 62,396 shares; 2026Q1: 73,212 shares 73,212 $18.1M 0.55% +10,816 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: 304,158 shares; 2024Q4: 295,712 shares; 2025Q1: 299,750 shares; 2025Q2: 337,724 shares; 2025Q3: 356,614 shares; 2025Q4: 357,211 shares; 2026Q1: 360,216 shares 360,216 $16.9M 0.52% +3,005 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: 292,677 shares; 2024Q4: 254,067 shares; 2025Q1: 253,661 shares; 2025Q2: 276,081 shares; 2025Q3: 289,249 shares; 2025Q4: 227,716 shares; 2026Q1: 221,331 shares 221,331 $16.8M 0.51% -6,385 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: 184,479 shares; 2024Q4: 155,970 shares; 2025Q1: 155,882 shares; 2025Q2: 165,709 shares; 2025Q3: 173,367 shares; 2025Q4: 132,074 shares; 2026Q1: 138,765 shares 138,765 $16.7M 0.51% +6,691 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,541 shares; 2024Q4: 15,558 shares; 2025Q1: 15,575 shares; 2025Q2: 65,922 shares; 2025Q3: 67,221 shares; 2025Q4: 61,157 shares; 2026Q1: 64,182 shares 64,182 $16.3M 0.5% +3,025 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,470 shares; 2024Q4: 63,634 shares; 2025Q1: 64,080 shares; 2025Q2: 69,181 shares; 2025Q3: 72,846 shares; 2025Q4: 49,933 shares; 2026Q1: 55,723 shares 55,723 $13.6M 0.42% +5,790 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 39,434 shares; 2025Q3: 40,647 shares; 2025Q4: 34,598 shares; 2026Q1: 35,264 shares 35,264 $13.1M 0.4% +666 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,965 shares; 2024Q4: 203,432 shares; 2025Q1: 205,379 shares; 2025Q2: 216,536 shares; 2025Q3: 228,352 shares; 2025Q4: 214,385 shares; 2026Q1: 247,847 shares 247,847 $12.6M 0.38% +33,462 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: 197 shares; 2024Q4: 3,522 shares; 2025Q1: 3,523 shares; 2025Q2: 22,228 shares; 2025Q3: 23,030 shares; 2025Q4: 19,896 shares; 2026Q1: 20,514 shares 20,514 $11.7M 0.36% +618 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,403 shares; 2024Q4: 246,616 shares; 2025Q1: 249,369 shares; 2025Q2: 270,964 shares; 2025Q3: 286,920 shares; 2025Q4: 199,448 shares; 2026Q1: 214,621 shares 214,621 $11.6M 0.35% +15,173 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: 7,162 shares; 2024Q4: 7,170 shares; 2025Q1: 7,178 shares; 2025Q2: 29,087 shares; 2025Q3: 30,487 shares; 2025Q4: 34,231 shares; 2026Q1: 37,402 shares 37,402 $10.8M 0.33% +3,171 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: 73,265 shares; 2024Q4: 74,138 shares; 2025Q1: 74,863 shares; 2025Q2: 78,881 shares; 2025Q3: 83,320 shares; 2025Q4: 60,841 shares; 2026Q1: 61,234 shares 61,234 $10.1M 0.31% +393 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: 12,879 shares; 2024Q4: 10,734 shares; 2025Q1: 10,791 shares; 2025Q2: 11,596 shares; 2025Q3: 11,654 shares; 2025Q4: 11,705 shares; 2026Q1: 11,768 shares 11,768 $9.96M 0.3% +63 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,560 shares; 2024Q4: 153,504 shares; 2025Q1: 154,292 shares; 2025Q2: 169,029 shares; 2025Q3: 171,761 shares; 2025Q4: 149,996 shares; 2026Q1: 175,488 shares 175,488 $9.79M 0.3% +25,492 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: 18,002 shares; 2024Q4: 32,723 shares; 2025Q1: 32,745 shares; 2025Q2: 35,004 shares; 2025Q3: 36,744 shares; 2025Q4: 26,098 shares; 2026Q1: 31,929 shares 31,929 $9.65M 0.29% +5,831 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: 218,934 shares; 2024Q4: 176,255 shares; 2025Q1: 177,143 shares; 2025Q2: 194,692 shares; 2025Q3: 204,442 shares; 2025Q4: 173,280 shares; 2026Q1: 192,945 shares 192,945 $9.41M 0.29% +19,665 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 302,953 shares; 2025Q2: 302,953 shares; 2025Q3: 302,953 shares; 2025Q4: 302,953 shares; 2026Q1: 302,953 shares 302,953 $9.36M 0.29% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 33,913 shares; 2025Q1: 34,022 shares; 2025Q2: 35,166 shares; 2025Q3: 36,741 shares; 2025Q4: 30,695 shares; 2026Q1: 37,563 shares 37,563 $8.88M 0.27% +6,868 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,650 shares; 2024Q4: 149,654 shares; 2025Q1: 150,739 shares; 2025Q2: 157,697 shares; 2025Q3: 166,873 shares; 2025Q4: 151,579 shares; 2026Q1: 177,189 shares 177,189 $8.27M 0.25% +25,610 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: 100,622 shares; 2024Q4: 85,437 shares; 2025Q1: 85,784 shares; 2025Q2: 90,802 shares; 2025Q3: 94,289 shares; 2025Q4: 68,567 shares; 2026Q1: 79,773 shares 79,773 $8.19M 0.25% +11,206 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: 58,058 shares; 2024Q4: 54,992 shares; 2025Q1: 55,479 shares; 2025Q2: 63,699 shares; 2025Q3: 60,042 shares; 2025Q4: 59,957 shares; 2026Q1: 60,581 shares 60,581 $8.01M 0.24% +624 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,613 shares; 2024Q4: 119,678 shares; 2025Q1: 120,697 shares; 2025Q2: 128,508 shares; 2025Q3: 133,805 shares; 2025Q4: 126,294 shares; 2026Q1: 115,000 shares 115,000 $6.97M 0.21% -11,294 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: 21,120 shares; 2024Q4: 21,207 shares; 2025Q1: 21,293 shares; 2025Q2: 21,835 shares; 2025Q3: 23,018 shares; 2025Q4: 23,152 shares; 2026Q1: 26,079 shares 26,079 $6.33M 0.19% +2,927 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,030 shares; 2024Q4: 72,248 shares; 2025Q1: 72,468 shares; 2025Q2: 72,685 shares; 2025Q3: 72,906 shares; 2025Q4: 73,109 shares; 2026Q1: 73,344 shares 73,344 $6.23M 0.19% +235 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: 17,446 shares; 2024Q4: 17,496 shares; 2025Q1: 17,496 shares; 2025Q2: 18,531 shares; 2025Q3: 18,549 shares; 2025Q4: 10,393 shares; 2026Q1: 10,732 shares 10,732 $6.19M 0.19% +339 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: 241,231 shares; 2024Q4: 229,161 shares; 2025Q1: 231,372 shares; 2025Q2: 248,342 shares; 2025Q3: 262,355 shares; 2025Q4: 216,684 shares; 2026Q1: 202,365 shares 202,365 $5.87M 0.18% -14,319 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,479 shares; 2024Q4: 65,867 shares; 2025Q1: 66,323 shares; 2025Q2: 68,824 shares; 2025Q3: 72,699 shares; 2025Q4: 72,500 shares; 2026Q1: 72,917 shares 72,917 $5.5M 0.17% +417 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,776 shares; 2024Q4: 151,455 shares; 2025Q1: 152,563 shares; 2025Q2: 164,172 shares; 2025Q3: 172,654 shares; 2025Q4: 133,553 shares; 2026Q1: 140,046 shares 140,046 $5.35M 0.16% +6,493 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: 12,292 shares; 2024Q4: 12,305 shares; 2025Q1: 12,318 shares; 2025Q2: 12,330 shares; 2025Q3: 12,341 shares; 2025Q4: 12,352 shares; 2026Q1: 12,363 shares 12,363 $5.27M 0.16% +11 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: 29,444 shares; 2024Q4: 29,583 shares; 2025Q1: 29,729 shares; 2025Q2: 30,522 shares; 2025Q3: 30,669 shares; 2025Q4: 30,813 shares; 2026Q1: 31,014 shares 31,014 $5.26M 0.16% +201 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: 13,098 shares; 2024Q4: 13,175 shares; 2025Q1: 13,218 shares; 2025Q2: 14,115 shares; 2025Q3: 14,155 shares; 2025Q4: 6,773 shares; 2026Q1: 8,744 shares 8,744 $5.22M 0.16% +1,971 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: 23,060 shares; 2024Q4: 23,131 shares; 2025Q1: 23,194 shares; 2025Q2: 23,920 shares; 2025Q3: 23,979 shares; 2025Q4: 24,032 shares; 2026Q1: 26,451 shares 26,451 $5.1M 0.16% +2,419 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: 31,575 shares; 2024Q4: 31,575 shares; 2025Q1: 31,941 shares; 2025Q2: 32,870 shares; 2025Q3: 33,082 shares; 2025Q4: 30,796 shares; 2026Q1: 31,500 shares 31,500 $4.89M 0.15% +704 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: 20,958 shares; 2024Q4: 20,034 shares; 2025Q1: 20,129 shares; 2025Q2: 21,139 shares; 2025Q3: 22,191 shares; 2025Q4: 17,871 shares; 2026Q1: 20,678 shares 20,678 $4.67M 0.14% +2,807 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,846 shares; 2024Q4: 50,109 shares; 2025Q1: 50,494 shares; 2025Q2: 53,398 shares; 2025Q3: 56,392 shares; 2025Q4: 56,217 shares; 2026Q1: 61,869 shares 61,869 $4.5M 0.14% +5,652 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: 41,106 shares; 2024Q4: 71,151 shares; 2025Q1: 71,151 shares; 2025Q2: 74,561 shares; 2025Q3: 74,561 shares; 2025Q4: 55,561 shares; 2026Q1: 60,674 shares 60,674 $4.37M 0.13% +5,113 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,538 shares; 2024Q4: 19,634 shares; 2025Q1: 19,727 shares; 2025Q2: 19,892 shares; 2025Q3: 19,992 shares; 2025Q4: 20,191 shares; 2026Q1: 20,286 shares 20,286 $4.21M 0.13% +95 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,497 shares 48,497 $4.12M 0.13% new 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: 3,823 shares; 2024Q4: 3,828 shares; 2025Q1: 3,832 shares; 2025Q2: 3,949 shares; 2025Q3: 3,954 shares; 2025Q4: 3,960 shares; 2026Q1: 4,016 shares 4,016 $4M 0.12% +56 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: 47,338 shares; 2024Q4: 47,761 shares; 2025Q1: 44,002 shares; 2025Q2: 46,440 shares; 2025Q3: 49,161 shares; 2025Q4: 49,579 shares; 2026Q1: 58,350 shares 58,350 $3.85M 0.12% +8,771 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,947 shares; 2024Q4: 44,417 shares; 2025Q1: 44,943 shares; 2025Q2: 45,475 shares; 2025Q3: 46,022 shares; 2025Q4: 46,579 shares; 2026Q1: 47,147 shares 47,147 $3.49M 0.11% +568 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,477 shares; 2024Q4: 40,001 shares; 2025Q1: 40,197 shares; 2025Q2: 42,072 shares; 2025Q3: 44,284 shares; 2025Q4: 37,753 shares; 2026Q1: 38,354 shares 38,354 $3.27M 0.1% +601 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: 22,994 shares; 2024Q4: 22,745 shares; 2025Q1: 23,009 shares; 2025Q2: 24,319 shares; 2025Q3: 25,124 shares; 2025Q4: 31,244 shares; 2026Q1: 34,272 shares 34,272 $3.19M 0.1% +3,028 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,410 shares; 2024Q4: 28,956 shares; 2025Q1: 29,186 shares; 2025Q2: 30,961 shares; 2025Q3: 32,796 shares; 2025Q4: 29,120 shares; 2026Q1: 29,373 shares 29,373 $3.11M 0.09% +253 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,861 shares; 2025Q4: 68,861 shares; 2026Q1: 70,058 shares 70,058 $2.97M 0.09% +1,197 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,247 shares; 2024Q4: 43,405 shares; 2025Q1: 43,583 shares; 2025Q2: 43,794 shares; 2025Q3: 43,973 shares; 2025Q4: 44,189 shares; 2026Q1: 44,410 shares 44,410 $2.68M 0.08% +221 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: 21,163 shares; 2024Q4: 17,911 shares; 2025Q1: 17,949 shares; 2025Q2: 18,020 shares; 2025Q3: 18,056 shares; 2025Q4: 18,089 shares; 2026Q1: 18,139 shares 18,139 $2.67M 0.08% +50 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: 25,708 shares; 2024Q4: 11,533 shares; 2025Q1: 11,552 shares; 2025Q2: 12,116 shares; 2025Q3: 12,138 shares; 2025Q4: 11,799 shares; 2026Q1: 11,832 shares 11,832 $2.56M 0.08% +33 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 4,121 shares; 2025Q3: 4,121 shares; 2025Q4: 4,150 shares; 2026Q1: 4,195 shares 4,195 $2.54M 0.08% +45 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: 72,732 shares; 2024Q4: 61,114 shares; 2025Q1: 62,107 shares; 2025Q2: 65,782 shares; 2025Q3: 69,825 shares; 2025Q4: 49,801 shares; 2026Q1: 48,880 shares 48,880 $2.45M 0.07% -921 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,506 shares; 2024Q4: 21,220 shares; 2025Q1: 21,456 shares; 2025Q2: 22,685 shares; 2025Q3: 23,388 shares; 2025Q4: 22,290 shares; 2026Q1: 21,210 shares 21,210 $2.4M 0.07% -1,080 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,392 shares 27,392 $2.35M 0.07% new 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: 50,047 shares; 2024Q4: 44,259 shares; 2025Q1: 47,042 shares; 2025Q2: 47,669 shares; 2025Q3: 46,698 shares; 2025Q4: 43,546 shares; 2026Q1: 42,714 shares 42,714 $2.25M 0.07% -832 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 21,235 shares; 2025Q1: 21,474 shares; 2025Q2: 22,057 shares; 2025Q3: 23,545 shares; 2025Q4: 22,955 shares; 2026Q1: 26,342 shares 26,342 $2.23M 0.07% +3,387 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 25,112 shares; 2025Q1: 25,439 shares; 2025Q2: 26,947 shares; 2025Q3: 27,645 shares; 2025Q4: 27,241 shares; 2026Q1: 31,880 shares 31,880 $2.21M 0.07% +4,639 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: 10,112 shares; 2024Q4: 10,154 shares; 2025Q1: 10,193 shares; 2025Q2: 10,241 shares; 2025Q3: 10,301 shares; 2025Q4: 10,160 shares; 2026Q1: 10,235 shares 10,235 $2.03M 0.06% +75 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: 21,494 shares; 2024Q4: 21,567 shares; 2025Q1: 21,649 shares; 2025Q2: 22,441 shares; 2025Q3: 23,226 shares; 2025Q4: 22,498 shares; 2026Q1: 21,517 shares 21,517 $2M 0.06% -981 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,794 shares; 2024Q4: 47,814 shares; 2025Q1: 47,170 shares; 2025Q2: 48,225 shares; 2025Q3: 48,754 shares; 2025Q4: 9,134 shares; 2026Q1: 19,404 shares 19,404 $1.87M 0.06% +10,270 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,309 shares; 2024Q4: 5,318 shares; 2025Q1: 5,329 shares; 2025Q2: 5,556 shares; 2025Q3: 5,566 shares; 2025Q4: 5,601 shares; 2026Q1: 5,686 shares 5,686 $1.87M 0.06% +85 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,355 shares; 2024Q4: 20,104 shares; 2025Q1: 20,289 shares; 2025Q2: 21,476 shares; 2025Q3: 22,675 shares; 2025Q4: 22,249 shares; 2026Q1: 26,010 shares 26,010 $1.8M 0.06% +3,761 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,296 shares; 2024Q4: 20,161 shares; 2025Q1: 20,161 shares; 2025Q2: 22,282 shares; 2025Q3: 20,201 shares; 2025Q4: 19,585 shares; 2026Q1: 19,257 shares 19,257 $1.8M 0.05% -328 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,864 shares; 2024Q4: 13,049 shares; 2025Q1: 13,143 shares; 2025Q2: 15,234 shares; 2025Q3: 16,129 shares; 2025Q4: 13,185 shares; 2026Q1: 16,443 shares 16,443 $1.7M 0.05% +3,258 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: 11,141 shares; 2024Q4: 11,224 shares; 2025Q1: 11,308 shares; 2025Q2: 11,654 shares; 2025Q3: 11,747 shares; 2025Q4: 11,322 shares; 2026Q1: 11,423 shares 11,423 $1.65M 0.05% +101 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,893 shares; 2024Q4: 53,893 shares; 2025Q1: 54,202 shares; 2025Q2: 54,558 shares; 2025Q3: 54,875 shares; 2025Q4: 52,606 shares; 2026Q1: 52,928 shares 52,928 $1.62M 0.05% +322 Timeline ACRS ACLARIS THERAPEUTICS INC More: the full row for ACLARIS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,424,176 shares; 2025Q2: 1,352,276 shares; 2025Q3: 1,225,476 shares; 2025Q4: 804,445 shares; 2026Q1: 431,631 shares 431,631 $1.62M 0.05% -372,814 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,376 shares; 2024Q4: 30,577 shares; 2025Q1: 30,832 shares; 2025Q2: 31,238 shares; 2025Q3: 31,458 shares; 2025Q4: 25,925 shares; 2026Q1: 26,159 shares 26,159 $1.51M 0.05% +234 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: 21,399 shares; 2024Q4: 15,929 shares; 2025Q1: 16,012 shares; 2025Q2: 17,503 shares; 2025Q3: 18,433 shares; 2025Q4: 11,394 shares; 2026Q1: 10,117 shares 10,117 $1.46M 0.04% -1,277 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,655 shares; 2025Q1: 3,683 shares; 2025Q2: 3,898 shares; 2025Q3: 3,931 shares; 2025Q4: 3,961 shares; 2026Q1: 4,087 shares 4,087 $1.44M 0.04% +126 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,417 shares; 2024Q4: 59,417 shares; 2025Q1: 59,417 shares; 2025Q2: 59,417 shares; 2025Q3: 59,417 shares; 2025Q4: 59,417 shares; 2026Q1: 59,417 shares 59,417 $1.28M 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,810 shares; 2024Q4: 21,482 shares; 2025Q1: 21,734 shares; 2025Q2: 22,191 shares; 2025Q3: 22,421 shares; 2025Q4: 17,496 shares; 2026Q1: 17,653 shares 17,653 $1.27M 0.04% +157 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,136 shares; 2024Q4: 361,136 shares; 2025Q1: 361,136 shares; 2025Q2: 361,136 shares; 2025Q3: 361,136 shares; 2025Q4: 361,136 shares; 2026Q1: 361,136 shares 361,136 $1.26M 0.04% 0 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: 3,587 shares; 2024Q4: 3,595 shares; 2025Q1: 3,604 shares; 2025Q2: 3,795 shares; 2025Q3: 3,804 shares; 2025Q4: 3,812 shares; 2026Q1: 3,819 shares 3,819 $1.25M 0.04% +7 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: 3,332 shares; 2024Q4: 3,349 shares; 2025Q1: 3,366 shares; 2025Q2: 3,385 shares; 2025Q3: 3,406 shares; 2025Q4: 3,427 shares; 2026Q1: 3,444 shares 3,444 $1.23M 0.04% +17 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,399 shares; 2024Q4: 19,424 shares; 2025Q1: 19,457 shares; 2025Q2: 19,987 shares; 2025Q3: 21,012 shares; 2025Q4: 22,450 shares; 2026Q1: 21,719 shares 21,719 $1.22M 0.04% -731 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: 7,910 shares; 2024Q4: 7,925 shares; 2025Q1: 7,939 shares; 2025Q2: 8,195 shares; 2025Q3: 8,209 shares; 2025Q4: 8,221 shares; 2026Q1: 8,256 shares 8,256 $1.2M 0.04% +35 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,300 shares; 2025Q1: 3,309 shares; 2025Q2: 3,318 shares; 2025Q3: 3,326 shares; 2025Q4: 3,336 shares; 2026Q1: 3,344 shares 3,344 $1.19M 0.04% +8 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: 3,595 shares; 2024Q4: 3,617 shares; 2025Q1: 3,630 shares; 2025Q2: 3,334 shares; 2025Q3: 3,344 shares; 2025Q4: 3,363 shares; 2026Q1: 3,374 shares 3,374 $1.08M 0.03% +11 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: 37,822 shares; 2024Q4: 37,852 shares; 2025Q1: 38,159 shares; 2025Q2: 38,776 shares; 2025Q3: 39,134 shares; 2025Q4: 37,202 shares; 2026Q1: 37,607 shares 37,607 $1.08M 0.03% +405 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: 3,461 shares; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: 3,661 shares; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares; 2026Q1: 3,676 shares 3,676 $1.05M 0.03% +15 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: 11,238 shares; 2024Q4: 11,263 shares; 2025Q1: 11,287 shares; 2025Q2: 11,643 shares; 2025Q3: 12,254 shares; 2025Q4: 12,287 shares; 2026Q1: 13,542 shares 13,542 $1.04M 0.03% +1,255 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,525 shares 28,525 $971K 0.03% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,294 shares 18,294 $896K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,655 shares; 2026Q1: 15,314 shares 15,314 $872K 0.03% -341 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,394 shares; 2024Q4: 15,819 shares; 2025Q1: 14,720 shares; 2025Q2: 14,042 shares; 2025Q3: 13,927 shares; 2025Q4: 13,447 shares; 2026Q1: 15,900 shares 15,900 $827K 0.03% +2,453 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,836 shares; 2025Q1: 2,844 shares; 2025Q2: 2,995 shares; 2025Q3: 3,002 shares; 2025Q4: 3,009 shares; 2026Q1: 3,016 shares 3,016 $802K 0.02% +7 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 9,991 shares; 2025Q1: 10,040 shares; 2025Q2: 10,592 shares; 2025Q3: 10,647 shares; 2025Q4: 10,702 shares; 2026Q1: 10,757 shares 10,757 $778K 0.02% +55 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 5,893 shares; 2025Q1: 5,895 shares; 2025Q2: 6,406 shares; 2025Q3: 6,408 shares; 2025Q4: 6,410 shares; 2026Q1: 6,411 shares 6,411 $760K 0.02% +1 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: 14,797 shares; 2024Q4: 14,874 shares; 2025Q1: 14,949 shares; 2025Q2: 16,396 shares; 2025Q3: 16,496 shares; 2025Q4: 10,100 shares; 2026Q1: 8,250 shares 8,250 $760K 0.02% -1,850 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: 17,829 shares; 2024Q4: 17,907 shares; 2025Q1: 17,983 shares; 2025Q2: 19,570 shares; 2025Q3: 19,629 shares; 2025Q4: 10,461 shares; 2026Q1: 5,715 shares 5,715 $748K 0.02% -4,746 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 3,704 shares; 2025Q1: 3,708 shares; 2025Q2: 3,900 shares; 2025Q3: 3,906 shares; 2025Q4: 3,912 shares; 2026Q1: 3,917 shares 3,917 $743K 0.02% +5 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 639 shares; 2025Q1: 640 shares; 2025Q2: 674 shares; 2025Q3: 675 shares; 2025Q4: 677 shares; 2026Q1: 678 shares 678 $740K 0.02% +1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 15,075 shares; 2025Q1: 15,128 shares; 2025Q2: 15,819 shares; 2025Q3: 15,874 shares; 2025Q4: 15,936 shares; 2026Q1: 16,004 shares 16,004 $725K 0.02% +68 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,140 shares; 2025Q1: 2,144 shares; 2025Q2: 2,231 shares; 2025Q3: 2,235 shares; 2025Q4: 2,238 shares; 2026Q1: 2,241 shares 2,241 $704K 0.02% +3 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: 2,317 shares; 2024Q4: 2,330 shares; 2025Q1: 2,343 shares; 2025Q2: 2,359 shares; 2025Q3: 2,374 shares; 2025Q4: 2,390 shares; 2026Q1: 2,405 shares 2,405 $699K 0.02% +15 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: 2,739 shares; 2024Q4: 2,742 shares; 2025Q1: 2,745 shares; 2025Q2: 2,847 shares; 2025Q3: 2,849 shares; 2025Q4: 2,851 shares; 2026Q1: 2,864 shares 2,864 $699K 0.02% +13 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,084 shares; 2025Q1: 2,096 shares; 2025Q2: 2,199 shares; 2025Q3: 2,211 shares; 2025Q4: 2,224 shares; 2026Q1: 2,235 shares 2,235 $695K 0.02% +11 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: 13,489 shares; 2024Q4: 13,808 shares; 2025Q1: 14,109 shares; 2025Q2: 15,158 shares; 2025Q3: 15,517 shares; 2025Q4: 15,881 shares; 2026Q1: 16,219 shares 16,219 $668K 0.02% +338 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,492 shares; 2024Q4: 9,524 shares; 2025Q1: 9,556 shares; 2025Q2: 10,062 shares; 2025Q3: 10,093 shares; 2025Q4: 10,120 shares; 2026Q1: 10,146 shares 10,146 $646K 0.02% +26 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: 55,462 shares; 2024Q4: 24,718 shares; 2025Q1: 20,608 shares; 2025Q2: 10,897 shares; 2025Q3: 9,814 shares; 2025Q4: 8,324 shares; 2026Q1: 8,676 shares 8,676 $631K 0.02% +352 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 893 shares 893 $581K 0.02% +93 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: 10,231 shares; 2024Q4: 10,325 shares; 2025Q1: 10,410 shares; 2025Q2: 10,496 shares; 2025Q3: 10,583 shares; 2025Q4: 10,671 shares; 2026Q1: 11,710 shares 11,710 $574K 0.02% +1,039 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,648 shares; 2025Q1: 1,652 shares; 2025Q2: 1,689 shares; 2025Q3: 1,693 shares; 2025Q4: 1,697 shares; 2026Q1: 1,700 shares 1,700 $559K 0.02% +3 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,748 shares; 2025Q1: 4,771 shares; 2025Q2: 4,951 shares; 2025Q3: 4,976 shares; 2025Q4: 5,000 shares; 2026Q1: 5,024 shares 5,024 $551K 0.02% +24 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,775 shares; 2025Q1: 2,783 shares; 2025Q2: 2,891 shares; 2025Q3: 3,032 shares; 2025Q4: 3,040 shares; 2026Q1: 3,271 shares 3,271 $515K 0.02% +231 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,458 shares; 2026Q1: 1,459 shares 1,459 $499K 0.02% +1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,049 shares; 2025Q1: 1,051 shares; 2025Q2: 1,107 shares; 2025Q3: 1,110 shares; 2025Q4: 1,113 shares; 2026Q1: 1,116 shares 1,116 $484K 0.01% +3 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: 5,660 shares; 2024Q4: 5,700 shares; 2025Q1: 5,737 shares; 2025Q2: 6,054 shares; 2025Q3: 6,090 shares; 2025Q4: 6,125 shares; 2026Q1: 6,158 shares 6,158 $478K 0.01% +33 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,074 shares; 2025Q1: 2,075 shares; 2025Q2: 2,177 shares; 2025Q3: 2,178 shares; 2025Q4: 2,179 shares; 2026Q1: 2,195 shares 2,195 $477K 0.01% +16 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: 85 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares 1,589 $451K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,344 shares 1,344 $438K 0.01% +4 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,053 shares; 2024Q4: 9,053 shares; 2025Q1: 9,053 shares; 2025Q2: 9,053 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,053 shares 9,053 $429K 0.01% new Timeline VOR VOR BIOPHARMA INC More: the full row for VOR BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,777 shares; 2025Q4: 23,987 shares; 2026Q1: 23,987 shares 23,987 $428K 0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,497 shares 2,497 $427K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,035 shares; 2026Q1: 2,043 shares 2,043 $417K 0.01% +8 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,496 shares; 2024Q4: 4,208 shares; 2025Q1: 4,266 shares; 2025Q2: 4,409 shares; 2025Q3: 4,494 shares; 2025Q4: 3,993 shares; 2026Q1: 4,051 shares 4,051 $398K 0.01% +58 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,045 shares; 2026Q1: 5,186 shares 5,186 $395K 0.01% +141 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: 7,029 shares; 2024Q4: 4,060 shares; 2025Q1: 4,094 shares; 2025Q2: 4,127 shares; 2025Q3: 4,159 shares; 2025Q4: 4,189 shares; 2026Q1: 4,219 shares 4,219 $366K 0.01% +30 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $354K 0.01% 0 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: 5,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $351K 0.01% 0 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 713 shares 713 $342K 0.01% +53 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 6,093 shares; 2025Q1: 6,101 shares; 2025Q2: 6,110 shares; 2025Q3: 6,120 shares; 2025Q4: 4,329 shares; 2026Q1: 4,336 shares 4,336 $341K 0.01% +7 Timeline GUSE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,577 shares; 2026Q1: 8,577 shares 8,577 $335K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593 $324K 0.01% 0 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: 1,219 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares; 2025Q2: 1,223 shares; 2025Q3: 1,224 shares; 2025Q4: 1,225 shares; 2026Q1: 1,226 shares 1,226 $307K 0.01% +1 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: 4,936 shares; 2024Q4: 4,947 shares; 2025Q1: 4,959 shares; 2025Q2: 5,040 shares; 2025Q3: 5,050 shares; 2025Q4: 5,061 shares; 2026Q1: 3,560 shares 3,560 $298K 0.01% -1,501 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,962 shares; 2025Q1: 1,968 shares; 2025Q2: 1,976 shares; 2025Q3: 1,984 shares; 2025Q4: 1,991 shares; 2026Q1: 1,998 shares 1,998 $293K 0.01% +7 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,348 shares; 2024Q4: 19,014 shares; 2025Q1: 14,312 shares; 2025Q2: 9,340 shares; 2025Q3: 7,446 shares; 2025Q4: 6,282 shares; 2026Q1: 5,704 shares 5,704 $287K 0.01% -578 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares; 2026Q1: 3,139 shares 3,139 $286K 0.01% -1,401 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,749 shares; 2026Q1: 1,755 shares 1,755 $276K 0.01% +6 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,517 shares; 2024Q4: 3,529 shares; 2025Q1: 3,540 shares; 2025Q2: 3,613 shares; 2025Q3: 3,624 shares; 2025Q4: 3,635 shares; 2026Q1: 3,645 shares 3,645 $274K 0.01% +10 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: 964 shares 964 $272K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $270K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares; 2026Q1: 865 shares 865 $262K 0.01% +1 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $261K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares; 2026Q1: 3,156 shares 3,156 $245K 0.01% +22 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,776 shares; 2026Q1: 1,888 shares 1,888 $232K 0.01% -2,888 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 607 shares; 2026Q1: 744 shares 744 $230K 0.01% +137 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 2,348 shares; 2025Q1: 2,352 shares; 2025Q2: 2,356 shares; 2025Q3: 2,361 shares; 2025Q4: 2,367 shares; 2026Q1: 2,371 shares 2,371 $230K 0.01% +4 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,737 shares; 2026Q1: 1,654 shares 1,654 $227K 0.01% -1,083 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 777 shares; 2025Q1: 778 shares; 2025Q2: 819 shares; 2025Q3: 820 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $224K 0.01% 0 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: 27,616 shares; 2024Q4: 27,743 shares; 2025Q1: 27,881 shares; 2025Q2: 24,373 shares; 2025Q3: 24,502 shares; 2025Q4: 18,839 shares; 2026Q1: 9,041 shares 9,041 $221K 0.01% -9,798 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,577 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 4,163 shares; 2025Q3: 4,163 shares; 2025Q4: 4,163 shares; 2026Q1: 4,190 shares 4,190 $215K 0.01% +27 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,982 shares; 2025Q1: 3,005 shares; 2025Q2: 3,178 shares; 2025Q3: 3,200 shares; 2025Q4: 3,222 shares; 2026Q1: 3,245 shares 3,245 $210K 0.01% +23 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,255 shares; 2024Q4: 92,784 shares; 2025Q1: 95,632 shares; 2025Q2: 36,516 shares; 2025Q3: 36,219 shares; 2025Q4: 37,042 shares; 2026Q1: 9,766 shares 9,766 $201K 0.01% -27,276 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: 2,404 shares; 2025Q1: 2,424 shares; 2025Q2: 2,569 shares; 2025Q3: 2,593 shares; 2025Q4: 2,616 shares; 2026Q1: 2,642 shares 2,642 $199K 0.01% +26 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,951 shares; 2025Q1: 3,962 shares; 2025Q2: 3,973 shares; 2025Q3: 3,983 shares; 2025Q4: 3,994 shares; 2026Q1: 4,011 shares 4,011 $198K 0.01% +17 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $197K 0.01% 0 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,140 shares; 2024Q4: 44,140 shares; 2025Q1: 44,140 shares; 2025Q2: 44,140 shares; 2025Q3: 44,140 shares; 2025Q4: 44,140 shares; 2026Q1: 44,140 shares 44,140 $196K 0.01% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $194K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 982 shares 982 $194K 0.01% +3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 12,049 shares; 2025Q1: 12,074 shares; 2025Q2: 2,337 shares; 2025Q3: 2,352 shares; 2025Q4: 693 shares; 2026Q1: 686 shares 686 $186K 0.01% -7 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: 113 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 116 shares; 2025Q4: 1,131 shares; 2026Q1: 1,139 shares 1,139 $179K 0.01% +8 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $175K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,714 shares; 2025Q1: 1,723 shares; 2025Q2: 1,861 shares; 2025Q3: 1,871 shares; 2025Q4: 3,764 shares; 2026Q1: 3,785 shares 3,785 $174K 0.01% +21 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $172K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $155K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 5,896 shares; 2025Q1: 5,896 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 3,486 shares 3,486 $154K <0.01% -2,704 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,737 shares; 2025Q1: 1,742 shares; 2025Q2: 1,755 shares; 2025Q3: 1,763 shares; 2025Q4: 1,794 shares; 2026Q1: 1,997 shares 1,997 $150K <0.01% +203 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: 523 shares; 2024Q4: 526 shares; 2025Q1: 529 shares; 2025Q2: 560 shares; 2025Q3: 563 shares; 2025Q4: 567 shares; 2026Q1: 570 shares 570 $148K <0.01% +3 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,937 shares; 2026Q1: 1,171 shares 1,171 $147K <0.01% -766 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares 1,418 $140K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 1,959 shares; 2025Q1: 1,960 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,065 shares; 2026Q1: 2,075 shares 2,075 $135K <0.01% +10 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $131K <0.01% 0 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: 2,083 shares; 2024Q4: 2,083 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares 2,083 $130K <0.01% 0 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: 938 shares; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 954 shares; 2025Q3: 958 shares; 2025Q4: 963 shares; 2026Q1: 1,091 shares 1,091 $124K <0.01% +128 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 6,680 shares; 2025Q1: 6,730 shares; 2025Q2: 7,042 shares; 2025Q3: 7,107 shares; 2025Q4: 3,700 shares; 2026Q1: 3,187 shares 3,187 $119K <0.01% -513 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $117K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 713 shares; 2025Q1: 714 shares; 2025Q2: 715 shares; 2025Q3: 716 shares; 2025Q4: 717 shares; 2026Q1: 718 shares 718 $116K <0.01% +1 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,131 shares; 2024Q4: 27,131 shares; 2025Q1: 27,131 shares; 2025Q2: 27,131 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,131 shares 27,131 $115K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,107 shares; 2025Q1: 1,112 shares; 2025Q2: 1,117 shares; 2025Q3: 1,121 shares; 2025Q4: 2,253 shares; 2026Q1: 2,262 shares 2,262 $113K <0.01% +9 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,249 shares; 2024Q4: 43,427 shares; 2025Q1: 28,258 shares; 2025Q2: 20,192 shares; 2025Q3: 18,557 shares; 2025Q4: 7,953 shares; 2026Q1: 4,433 shares 4,433 $112K <0.01% -3,520 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407 $106K <0.01% new 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $105K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 366 shares 366 $105K <0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 456 shares 456 $100K <0.01% -694 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 1,867 shares; 2026Q1: 1,878 shares 1,878 $94K <0.01% +11 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,644 shares; 2026Q1: 1,435 shares 1,435 $94K <0.01% -209 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,114 shares; 2025Q1: 1,117 shares; 2025Q2: 1,121 shares; 2025Q3: 1,125 shares; 2025Q4: 1,130 shares; 2026Q1: 1,133 shares 1,133 $93K <0.01% +3 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,277 shares; 2026Q1: 9,209 shares 9,209 $92K <0.01% -14,068 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,803 shares; 2026Q1: 4,274 shares 4,274 $92K <0.01% -6,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,527 shares 1,527 $92K <0.01% new 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: 749 shares; 2024Q4: 752 shares; 2025Q1: 754 shares; 2025Q2: 756 shares; 2025Q3: 758 shares; 2025Q4: 760 shares; 2026Q1: 762 shares 762 $90K <0.01% +2 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 785 shares; 2026Q1: 310 shares 310 $90K <0.01% -475 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,562 shares; 2025Q1: 1,571 shares; 2025Q2: 1,662 shares; 2025Q3: 1,668 shares; 2025Q4: 1,676 shares; 2026Q1: 1,684 shares 1,684 $89K <0.01% +8 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,135 shares; 2025Q1: 1,143 shares; 2025Q2: 1,209 shares; 2025Q3: 1,217 shares; 2025Q4: 1,225 shares; 2026Q1: 1,233 shares 1,233 $88K <0.01% +8 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,096 shares; 2025Q1: 2,105 shares; 2025Q2: 2,218 shares; 2025Q3: 2,230 shares; 2025Q4: 2,242 shares; 2026Q1: 1,709 shares 1,709 $88K <0.01% -533 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: 1,182 shares; 2024Q4: 1,200 shares; 2025Q1: 1,206 shares; 2025Q2: 1,215 shares; 2025Q3: 1,221 shares; 2025Q4: 1,241 shares; 2026Q1: 1,244 shares 1,244 $80K <0.01% +3 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488 shares 488 $78K <0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,361 shares; 2025Q1: 1,373 shares; 2025Q2: 1,454 shares; 2025Q3: 1,467 shares; 2025Q4: 1,479 shares; 2026Q1: 873 shares 873 $75K <0.01% -606 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: 86 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $75K <0.01% 0 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: 568 shares; 2024Q4: 481 shares; 2025Q1: 482 shares; 2025Q2: 576 shares; 2025Q3: 579 shares; 2025Q4: 1,164 shares; 2026Q1: 1,168 shares 1,168 $72K <0.01% +4 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,978 shares; 2026Q1: 2,761 shares 2,761 $72K <0.01% -4,217 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: 3,419 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,667 shares; 2025Q3: 3,695 shares; 2025Q4: 1,573 shares; 2026Q1: 1,557 shares 1,557 $70K <0.01% -16 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: 292 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 295 shares; 2025Q3: 297 shares; 2025Q4: 298 shares; 2026Q1: 299 shares 299 $69K <0.01% +1 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,419 shares; 2025Q1: 1,460 shares; 2025Q2: 1,589 shares; 2025Q3: 1,643 shares; 2025Q4: 1,702 shares; 2026Q1: 1,341 shares 1,341 $67K <0.01% -361 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 908 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 914 shares; 2025Q4: 916 shares; 2026Q1: 918 shares 918 $64K <0.01% +2 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,067 shares; 2025Q1: 2,861 shares; 2025Q2: 1,639 shares; 2025Q3: 1,642 shares; 2025Q4: 1,645 shares; 2026Q1: 1,647 shares 1,647 $64K <0.01% +2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $58K <0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,772 shares; 2024Q4: 2,790 shares; 2025Q1: 2,813 shares; 2025Q2: 2,834 shares; 2025Q3: 2,853 shares; 2025Q4: 2,870 shares; 2026Q1: 2,889 shares 2,889 $58K <0.01% +19 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 138 shares 138 $57K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,232 shares; 2025Q1: 1,233 shares; 2025Q2: 1,295 shares; 2025Q3: 1,297 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $57K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $56K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,486 shares 1,486 $55K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares 277 $55K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471 shares; 2026Q1: 471 shares 471 $54K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 690 shares; 2025Q1: 697 shares; 2025Q2: 741 shares; 2025Q3: 748 shares; 2025Q4: 757 shares; 2026Q1: 764 shares 764 $54K <0.01% +7 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $49K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 443 shares; 2025Q1: 445 shares; 2025Q2: 447 shares; 2025Q3: 449 shares; 2025Q4: 450 shares; 2026Q1: 451 shares 451 $49K <0.01% +1 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $49K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $48K <0.01% new Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,513 shares; 2026Q1: 3,167 shares 3,167 $47K <0.01% -346 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: 848 shares; 2024Q4: 852 shares; 2025Q1: 856 shares; 2025Q2: 904 shares; 2025Q3: 909 shares; 2025Q4: not reported; 2026Q1: 136 shares 136 $47K <0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares 65 $45K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,165 shares; 2025Q1: 1,166 shares; 2025Q2: 1,168 shares; 2025Q3: 1,169 shares; 2025Q4: 944 shares; 2026Q1: 945 shares 945 $43K <0.01% +1 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,918 shares; 2025Q1: 2,957 shares; 2025Q2: 3,092 shares; 2025Q3: 3,123 shares; 2025Q4: 1,216 shares; 2026Q1: 1,019 shares 1,019 $42K <0.01% -197 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 618 shares; 2025Q1: 622 shares; 2025Q2: 626 shares; 2025Q3: 630 shares; 2025Q4: 634 shares; 2026Q1: 637 shares 637 $42K <0.01% +3 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: 325 shares 325 $34K <0.01% -215 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares 112 $34K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,339 shares; 2025Q1: 1,349 shares; 2025Q2: 435 shares; 2025Q3: 439 shares; 2025Q4: 442 shares; 2026Q1: 446 shares 446 $32K <0.01% +4 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares 98 $29K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 610 shares; 2025Q1: 613 shares; 2025Q2: 617 shares; 2025Q3: 621 shares; 2025Q4: 627 shares; 2026Q1: 630 shares 630 $26K <0.01% +3 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,412 shares 1,412 $25K <0.01% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 954 shares; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 975 shares; 2025Q4: 981 shares; 2026Q1: 988 shares 988 $24K <0.01% +7 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $24K <0.01% 0 Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $22K <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $22K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares 226 $22K <0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,520 shares 2,520 $22K <0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $21K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 324 shares; 2025Q1: 325 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 329 shares; 2026Q1: 329 shares 329 $20K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 256 shares; 2026Q1: 257 shares 257 $19K <0.01% +1 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares 241 $18K <0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $16K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $14K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96 $13K <0.01% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 223 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 227 shares 227 $13K <0.01% +1 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: 330 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $12K <0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 530 shares 530 $12K <0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 121 shares; 2025Q1: 122 shares; 2025Q2: 123 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 127 shares 127 $11K <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $11K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares 87 $10K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $9K <0.01% 0 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 954 shares; 2026Q1: 954 shares 954 $9K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $9K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $8K <0.01% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares 73 $7K <0.01% new 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: 71 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $7K <0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $7K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $6K <0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,220 shares; 2025Q2: 1,227 shares; 2025Q3: 1,235 shares; 2025Q4: 208 shares; 2026Q1: 209 shares 209 $5K <0.01% +1 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $5K <0.01% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $5K <0.01% 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $4K <0.01% 0 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: 180 shares; 2024Q4: 181 shares; 2025Q1: 182 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 185 shares; 2026Q1: 187 shares 187 $4K <0.01% +2 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 189 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 195 shares; 2025Q4: 197 shares; 2026Q1: 199 shares 199 $4K <0.01% +2 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 260 shares 260 $4K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316 shares 316 $4K <0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares 399 $4K <0.01% new Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,516 shares; 2024Q4: 71,404 shares; 2025Q1: 63,320 shares; 2025Q2: 85 shares; 2025Q3: 196 shares; 2025Q4: 147 shares; 2026Q1: 85 shares 85 $3K <0.01% -62 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 17 shares; 2026Q1: 5 shares 5 $2K <0.01% -12 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: 33,349 shares; 2024Q4: 31,678 shares; 2025Q1: 29,582 shares; 2025Q2: 120 shares; 2025Q3: 122 shares; 2025Q4: 124 shares; 2026Q1: 68 shares 68 $2K <0.01% -56 Timeline GLO CLOUGH GLOBAL OPPORTUNITIES More: the full row for CLOUGH GLOBAL OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303 shares 303 $2K <0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $2K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $1K <0.01% 0 Timeline ANGI ANGI INC More: the full row for ANGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $1K <0.01% 0 Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,086 shares; 2024Q4: 19,698 shares; 2025Q1: 14,193 shares; 2025Q2: 175 shares; 2025Q3: 178 shares; 2025Q4: 179 shares; 2026Q1: 181 shares 181 $1K <0.01% +2 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $1K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 20 shares; 2026Q1: 5 shares 5 $0 0% -15 Value filed as zero, left out of ratios. Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $0 0% 0 Value filed as zero, left out of ratios. Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,031 shares; 2025Q1: 4,092 shares; 2025Q2: 4,373 shares; 2025Q3: 4,446 shares; 2025Q4: 4,525 shares; 2026Q1: 26 shares 26 $0 0% -4,499 Value filed as zero, left out of ratios. Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 529 shares; 2025Q1: 534 shares; 2025Q2: 567 shares; 2025Q3: 573 shares; 2025Q4: 577 shares; 2026Q1: 1 shares 1 $0 0% -576 Value filed as zero, left out of ratios. Timeline