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: 1,764,545 shares; 2024Q4: 1,760,992 shares; 2025Q1: 1,836,925 shares; 2025Q2: 2,208,894 shares; 2025Q3: 2,215,939 shares; 2025Q4: 2,213,110 shares; 2026Q1: 2,224,007 shares 2,224,007 $345M 5.55% +10,897 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: 1,128,350 shares; 2024Q4: 1,139,347 shares; 2025Q1: 1,125,828 shares; 2025Q2: 1,213,694 shares; 2025Q3: 1,441,604 shares; 2025Q4: 1,441,022 shares; 2026Q1: 1,478,170 shares 1,478,170 $258M 4.14% +37,148 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: 701,458 shares; 2024Q4: 710,783 shares; 2025Q1: 721,426 shares; 2025Q2: 723,018 shares; 2025Q3: 860,996 shares; 2025Q4: 863,139 shares; 2026Q1: 878,474 shares 878,474 $223M 3.58% +15,335 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: 513,187 shares; 2024Q4: 515,075 shares; 2025Q1: 512,969 shares; 2025Q2: 525,035 shares; 2025Q3: 530,838 shares; 2025Q4: 536,395 shares; 2026Q1: 499,473 shares 499,473 $185M 2.97% -36,922 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: 485,250 shares; 2024Q4: 489,783 shares; 2025Q1: 507,040 shares; 2025Q2: 535,819 shares; 2025Q3: 560,784 shares; 2025Q4: 567,263 shares; 2026Q1: 566,978 shares 566,978 $167M 2.68% -285 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: 682,670 shares; 2024Q4: 690,864 shares; 2025Q1: 727,334 shares; 2025Q2: 737,324 shares; 2025Q3: 741,109 shares; 2025Q4: 772,208 shares; 2026Q1: 770,488 shares 770,488 $160M 2.58% -1,720 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: 493,402 shares; 2024Q4: 501,016 shares; 2025Q1: 514,165 shares; 2025Q2: 553,043 shares; 2025Q3: 556,330 shares; 2025Q4: 552,909 shares; 2026Q1: 553,647 shares 553,647 $159M 2.55% +738 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: 2,308,703 shares; 2024Q4: 2,302,033 shares; 2025Q1: 2,306,410 shares; 2025Q2: 2,291,868 shares; 2025Q3: 2,282,792 shares; 2025Q4: 2,262,098 shares; 2026Q1: 2,011,526 shares 2,011,526 $146M 2.35% -250,572 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: 702,161 shares; 2024Q4: 707,031 shares; 2025Q1: 715,538 shares; 2025Q2: 737,381 shares; 2025Q3: 749,111 shares; 2025Q4: 775,398 shares; 2026Q1: 790,896 shares 790,896 $134M 2.16% +15,498 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: 571,056 shares; 2024Q4: 567,503 shares; 2025Q1: 569,258 shares; 2025Q2: 580,675 shares; 2025Q3: 594,103 shares; 2025Q4: 639,556 shares; 2026Q1: 645,793 shares 645,793 $134M 2.15% +6,237 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: 280,954 shares; 2024Q4: 288,151 shares; 2025Q1: 361,437 shares; 2025Q2: 403,850 shares; 2025Q3: 405,365 shares; 2025Q4: 437,234 shares; 2026Q1: 375,999 shares 375,999 $129M 2.07% -61,235 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653,378 shares; 2024Q4: 3,885,780 shares; 2025Q1: 4,254,989 shares; 2025Q2: 4,464,603 shares; 2025Q3: 4,667,225 shares; 2025Q4: 4,798,655 shares; 2026Q1: 5,083,616 shares 5,083,616 $118M 1.9% +284,961 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,337 shares; 2024Q4: 690,336 shares; 2025Q1: 921,895 shares; 2025Q2: 934,498 shares; 2025Q3: 957,528 shares; 2025Q4: 769,701 shares; 2026Q1: 792,656 shares 792,656 $110M 1.76% +22,955 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: 879,486 shares; 2024Q4: 1,024,731 shares; 2025Q1: 1,272,262 shares; 2025Q2: 1,277,523 shares; 2025Q3: 1,305,230 shares; 2025Q4: 1,520,916 shares; 2026Q1: 2,019,000 shares 2,019,000 $101M 1.63% +498,084 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: 874,884 shares; 2024Q4: 890,267 shares; 2025Q1: 911,626 shares; 2025Q2: 928,504 shares; 2025Q3: 950,962 shares; 2025Q4: 1,000,364 shares; 2026Q1: 1,039,289 shares 1,039,289 $100M 1.61% +38,925 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534,638 shares; 2024Q4: 2,698,707 shares; 2025Q1: 2,919,415 shares; 2025Q2: 3,064,481 shares; 2025Q3: 3,212,010 shares; 2025Q4: 3,303,535 shares; 2026Q1: 3,532,934 shares 3,532,934 $89.5M 1.44% +229,399 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840,260 shares; 2024Q4: 872,169 shares; 2025Q1: 1,025,822 shares; 2025Q2: 1,044,641 shares; 2025Q3: 1,073,871 shares; 2025Q4: 1,105,887 shares; 2026Q1: 1,543,963 shares 1,543,963 $87.5M 1.41% +438,076 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: 329,892 shares; 2024Q4: 335,011 shares; 2025Q1: 346,804 shares; 2025Q2: 347,100 shares; 2025Q3: 381,648 shares; 2025Q4: 390,570 shares; 2026Q1: 401,997 shares 401,997 $87.4M 1.41% +11,427 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: 484,821 shares; 2024Q4: 491,786 shares; 2025Q1: 503,118 shares; 2025Q2: 503,461 shares; 2025Q3: 508,043 shares; 2025Q4: 506,859 shares; 2026Q1: 509,435 shares 509,435 $83.8M 1.35% +2,576 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,477 shares; 2024Q4: 320,236 shares; 2025Q1: 391,692 shares; 2025Q2: 393,756 shares; 2025Q3: 399,969 shares; 2025Q4: 406,599 shares; 2026Q1: 415,211 shares 415,211 $77.4M 1.25% +8,612 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,749 shares; 2024Q4: 872,987 shares; 2025Q1: 935,386 shares; 2025Q2: 956,848 shares; 2025Q3: 1,090,035 shares; 2025Q4: 1,121,601 shares; 2026Q1: 1,394,754 shares 1,394,754 $77.4M 1.24% +273,153 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: 212,381 shares; 2024Q4: 169,328 shares; 2025Q1: 120,540 shares; 2025Q2: 121,508 shares; 2025Q3: 86,138 shares; 2025Q4: 86,510 shares; 2026Q1: 87,368 shares 87,368 $76.3M 1.23% +858 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: 264,615 shares; 2024Q4: 262,323 shares; 2025Q1: 264,746 shares; 2025Q2: 294,452 shares; 2025Q3: 294,646 shares; 2025Q4: 317,642 shares; 2026Q1: 331,162 shares 331,162 $74.9M 1.2% +13,520 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: 728,275 shares; 2024Q4: 736,011 shares; 2025Q1: 757,973 shares; 2025Q2: 774,928 shares; 2025Q3: 870,944 shares; 2025Q4: 895,326 shares; 2026Q1: 921,753 shares 921,753 $71.5M 1.15% +26,427 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653,529 shares; 2026Q1: 2,790,716 shares 2,790,716 $70.5M 1.13% +137,187 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327,212 shares; 2024Q4: 2,478,139 shares; 2025Q1: 2,675,727 shares; 2025Q2: 2,813,280 shares; 2025Q3: 2,943,852 shares; 2025Q4: 3,026,891 shares; 2026Q1: 3,215,231 shares 3,215,231 $70.4M 1.13% +188,340 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,991,693 shares; 2025Q4: 3,089,595 shares; 2026Q1: 3,316,750 shares 3,316,750 $69.4M 1.12% +227,155 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: 553,247 shares; 2024Q4: 557,237 shares; 2025Q1: 571,404 shares; 2025Q2: 716,741 shares; 2025Q3: 737,291 shares; 2025Q4: 884,134 shares; 2026Q1: 909,821 shares 909,821 $69.2M 1.11% +25,687 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: not reported; 2024Q4: 710,346 shares; 2025Q1: 878,476 shares; 2025Q2: 900,128 shares; 2025Q3: 951,773 shares; 2025Q4: 1,105,903 shares; 2026Q1: 1,277,016 shares 1,277,016 $69.1M 1.11% +171,113 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: 280,720 shares; 2024Q4: 281,891 shares; 2025Q1: 221,558 shares; 2025Q2: 223,692 shares; 2025Q3: 228,602 shares; 2025Q4: 229,525 shares; 2026Q1: 248,779 shares 248,779 $60.3M 0.97% +19,254 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: 144,016 shares; 2024Q4: 145,977 shares; 2025Q1: 150,529 shares; 2025Q2: 155,031 shares; 2025Q3: 164,288 shares; 2025Q4: 172,517 shares; 2026Q1: 179,486 shares 179,486 $59M 0.95% +6,969 Timeline SPIB 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: 1,918,040 shares; 2024Q4: 1,815,946 shares; 2025Q1: 1,779,239 shares; 2025Q2: 1,765,224 shares; 2025Q3: 1,754,572 shares; 2025Q4: 1,746,039 shares; 2026Q1: 1,738,545 shares 1,738,545 $58.3M 0.94% -7,494 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,184 shares; 2025Q2: 222,354 shares; 2025Q3: 231,339 shares; 2025Q4: 275,800 shares; 2026Q1: 287,971 shares 287,971 $57.3M 0.92% +12,171 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: 127,893 shares; 2024Q4: 129,751 shares; 2025Q1: 122,086 shares; 2025Q2: 122,693 shares; 2025Q3: 122,796 shares; 2025Q4: 122,527 shares; 2026Q1: 123,148 shares 123,148 $56.8M 0.91% +621 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: 95,217 shares; 2024Q4: 198,474 shares; 2025Q1: 243,684 shares; 2025Q2: 256,105 shares; 2025Q3: 311,036 shares; 2025Q4: 342,005 shares; 2026Q1: 353,810 shares 353,810 $56.7M 0.91% +11,805 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820,996 shares; 2024Q4: 943,296 shares; 2025Q1: 753,037 shares; 2025Q2: 758,767 shares; 2025Q3: 648,370 shares; 2025Q4: 576,040 shares; 2026Q1: 520,408 shares 520,408 $56.5M 0.91% -55,632 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496,678 shares; 2024Q4: 1,408,361 shares; 2025Q1: 1,396,074 shares; 2025Q2: 1,401,888 shares; 2025Q3: 1,393,972 shares; 2025Q4: 1,430,907 shares; 2026Q1: 1,391,299 shares 1,391,299 $55.3M 0.89% -39,608 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: 703,899 shares; 2024Q4: 903,826 shares; 2025Q1: 918,274 shares; 2025Q2: 942,285 shares; 2025Q3: 970,211 shares; 2025Q4: 867,434 shares; 2026Q1: 864,213 shares 864,213 $55M 0.88% -3,221 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: 316,031 shares; 2024Q4: 332,273 shares; 2025Q1: 453,458 shares; 2025Q2: 472,638 shares; 2025Q3: 590,228 shares; 2025Q4: 639,288 shares; 2026Q1: 633,581 shares 633,581 $54.9M 0.88% -5,707 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 606,485 shares; 2025Q1: 1,000,206 shares; 2025Q2: 314,278 shares; 2025Q3: 3,608 shares; 2025Q4: 3,523 shares; 2026Q1: 935,053 shares 935,053 $54.7M 0.88% +931,530 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: 129,969 shares; 2024Q4: 140,339 shares; 2025Q1: 144,763 shares; 2025Q2: 148,885 shares; 2025Q3: 149,212 shares; 2025Q4: 149,228 shares; 2026Q1: 112,691 shares 112,691 $54M 0.87% -36,537 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,163 shares; 2025Q1: 1,180 shares; 2025Q2: 1,169 shares; 2025Q3: 117,822 shares; 2025Q4: 143,015 shares; 2026Q1: 147,526 shares 147,526 $52.9M 0.85% +4,511 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: 1,439,745 shares; 2024Q4: 1,396,440 shares; 2025Q1: 1,413,472 shares; 2025Q2: 1,394,427 shares; 2025Q3: 1,535,361 shares; 2025Q4: 1,640,726 shares; 2026Q1: 1,822,774 shares 1,822,774 $51.2M 0.82% +182,048 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 534,512 shares; 2025Q2: 540,747 shares; 2025Q3: 674,603 shares; 2025Q4: 680,843 shares; 2026Q1: 835,047 shares 835,047 $51.1M 0.82% +154,204 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: 325,003 shares; 2024Q4: 410,037 shares; 2025Q1: 425,301 shares; 2025Q2: 431,359 shares; 2025Q3: 520,428 shares; 2025Q4: 525,449 shares; 2026Q1: 529,596 shares 529,596 $49.4M 0.79% +4,147 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141,462 shares; 2024Q4: 1,077,299 shares; 2025Q1: 1,078,122 shares; 2025Q2: 1,084,428 shares; 2025Q3: 1,079,516 shares; 2025Q4: 1,071,357 shares; 2026Q1: 1,065,273 shares 1,065,273 $48.1M 0.77% -6,084 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: 18,105 shares; 2024Q4: 15,721 shares; 2025Q1: 16,995 shares; 2025Q2: 80,933 shares; 2025Q3: 83,620 shares; 2025Q4: 104,497 shares; 2026Q1: 128,693 shares 128,693 $47.8M 0.77% +24,196 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,028 shares; 2024Q4: 206,875 shares; 2025Q1: 165,676 shares; 2025Q2: 191,532 shares; 2025Q3: 203,283 shares; 2025Q4: 211,668 shares; 2026Q1: 241,649 shares 241,649 $46.9M 0.75% +29,981 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501,687 shares; 2024Q4: 3,724,293 shares; 2025Q1: 4,014,148 shares; 2025Q2: 4,212,231 shares; 2025Q3: 4,409,133 shares; 2025Q4: 1,841,812 shares; 2026Q1: 1,933,008 shares 1,933,008 $46.9M 0.75% +91,196 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: 314,689 shares; 2024Q4: 322,979 shares; 2025Q1: 331,643 shares; 2025Q2: 335,599 shares; 2025Q3: 343,273 shares; 2025Q4: 322,422 shares; 2026Q1: 324,113 shares 324,113 $46.8M 0.75% +1,691 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: 136,151 shares; 2024Q4: 141,710 shares; 2025Q1: 148,590 shares; 2025Q2: 153,291 shares; 2025Q3: 158,730 shares; 2025Q4: 163,023 shares; 2026Q1: 175,195 shares 175,195 $46.6M 0.75% +12,172 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: 154,536 shares; 2024Q4: 159,199 shares; 2025Q1: 167,027 shares; 2025Q2: 177,499 shares; 2025Q3: 192,705 shares; 2025Q4: 196,585 shares; 2026Q1: 198,030 shares 198,030 $45.5M 0.73% +1,445 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,698 shares; 2024Q4: 14,024 shares; 2025Q1: 15,341 shares; 2025Q2: 16,140 shares; 2025Q3: 19,516 shares; 2025Q4: 21,178 shares; 2026Q1: 26,246 shares 26,246 $45.4M 0.73% +5,068 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: 249,594 shares; 2024Q4: 262,238 shares; 2025Q1: 282,298 shares; 2025Q2: 299,332 shares; 2025Q3: 384,404 shares; 2025Q4: 405,696 shares; 2026Q1: 459,608 shares 459,608 $44.9M 0.72% +53,912 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942,062 shares; 2024Q4: 1,895,202 shares; 2025Q1: 2,252,428 shares; 2025Q2: 2,346,247 shares; 2025Q3: 2,338,709 shares; 2025Q4: 2,360,248 shares; 2026Q1: 1,798,668 shares 1,798,668 $44.5M 0.72% -561,580 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,753 shares; 2024Q4: 755,409 shares; 2025Q1: 996,176 shares; 2025Q2: 1,009,063 shares; 2025Q3: 1,030,525 shares; 2025Q4: 1,042,067 shares; 2026Q1: 823,184 shares 823,184 $44.5M 0.72% -218,883 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: 158,657 shares; 2024Q4: 158,114 shares; 2025Q1: 132,241 shares; 2025Q2: 135,767 shares; 2025Q3: 139,853 shares; 2025Q4: 144,221 shares; 2026Q1: 146,675 shares 146,675 $44.3M 0.71% +2,454 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: 213,369 shares; 2024Q4: 205,865 shares; 2025Q1: 171,326 shares; 2025Q2: 174,322 shares; 2025Q3: 217,130 shares; 2025Q4: 230,926 shares; 2026Q1: 231,505 shares 231,505 $43.9M 0.71% +579 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: 106,516 shares; 2024Q4: 107,741 shares; 2025Q1: 38,727 shares; 2025Q2: 95,022 shares; 2025Q3: 104,792 shares; 2025Q4: 92,744 shares; 2026Q1: 66,785 shares 66,785 $43.4M 0.7% -25,959 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,380 shares; 2024Q4: 722,501 shares; 2025Q1: 753,241 shares; 2025Q2: 756,668 shares; 2025Q3: 754,819 shares; 2025Q4: 519,972 shares; 2026Q1: 318,376 shares 318,376 $43.3M 0.7% -201,596 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: 321,679 shares; 2024Q4: 331,873 shares; 2025Q1: 346,618 shares; 2025Q2: 358,446 shares; 2025Q3: 380,910 shares; 2025Q4: 485,539 shares; 2026Q1: 488,151 shares 488,151 $43.2M 0.69% +2,612 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775,293 shares; 2024Q4: 774,867 shares; 2025Q1: 787,786 shares; 2025Q2: 811,748 shares; 2025Q3: 840,956 shares; 2025Q4: 1,294,410 shares; 2026Q1: 1,020,933 shares 1,020,933 $41.3M 0.66% -273,477 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: 94,229 shares; 2024Q4: 93,609 shares; 2025Q1: 58,665 shares; 2025Q2: 59,237 shares; 2025Q3: 60,862 shares; 2025Q4: 64,220 shares; 2026Q1: 66,452 shares 66,452 $40.2M 0.65% +2,232 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,282 shares; 2024Q4: 231,534 shares; 2025Q1: 195,752 shares; 2025Q2: 196,637 shares; 2025Q3: 170,190 shares; 2025Q4: 141,565 shares; 2026Q1: 142,626 shares 142,626 $39.8M 0.64% +1,061 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: 99,927 shares; 2024Q4: 98,607 shares; 2025Q1: 86,729 shares; 2025Q2: 87,596 shares; 2025Q3: 108,872 shares; 2025Q4: 113,192 shares; 2026Q1: 118,105 shares 118,105 $38.8M 0.62% +4,913 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785,754 shares; 2024Q4: 782,295 shares; 2025Q1: 791,326 shares; 2025Q2: 997,705 shares; 2025Q3: 990,822 shares; 2025Q4: 988,339 shares; 2026Q1: 620,634 shares 620,634 $36.5M 0.59% -367,705 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: 613,556 shares; 2026Q1: 635,401 shares 635,401 $36.2M 0.58% +21,845 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: 275,572 shares; 2024Q4: 277,853 shares; 2025Q1: 245,493 shares; 2025Q2: 243,670 shares; 2025Q3: 141,596 shares; 2025Q4: 146,588 shares; 2026Q1: 180,677 shares 180,677 $35.8M 0.58% +34,089 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: 264,267 shares; 2024Q4: 265,725 shares; 2025Q1: 273,586 shares; 2025Q2: 277,035 shares; 2025Q3: 282,432 shares; 2025Q4: 282,886 shares; 2026Q1: 181,305 shares 181,305 $31.2M 0.5% -101,581 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,778 shares; 2024Q4: 251,397 shares; 2025Q1: 241,444 shares; 2025Q2: 239,941 shares; 2025Q3: 201,067 shares; 2025Q4: 202,216 shares; 2026Q1: 204,821 shares 204,821 $30.8M 0.49% +2,605 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,657 shares; 2024Q4: 122,168 shares; 2025Q1: 213,836 shares; 2025Q2: 217,636 shares; 2025Q3: 223,431 shares; 2025Q4: 226,965 shares; 2026Q1: 236,458 shares 236,458 $29.4M 0.47% +9,493 Timeline VUSB 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: not reported; 2025Q4: not reported; 2026Q1: 580,847 shares 580,847 $28.9M 0.46% 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: 223,521 shares; 2024Q4: 221,797 shares; 2025Q1: 223,591 shares; 2025Q2: 227,479 shares; 2025Q3: 165,056 shares; 2025Q4: 168,427 shares; 2026Q1: 249,625 shares 249,625 $28.7M 0.46% +81,198 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 959,994 shares; 2025Q1: 943,205 shares; 2025Q2: 943,302 shares; 2025Q3: 940,810 shares; 2025Q4: 938,292 shares; 2026Q1: 952,098 shares 952,098 $28.6M 0.46% +13,806 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440,716 shares; 2024Q4: 1,481,732 shares; 2025Q1: 1,530,843 shares; 2025Q2: 1,543,773 shares; 2025Q3: 1,555,309 shares; 2025Q4: 1,568,369 shares; 2026Q1: 1,575,250 shares 1,575,250 $28.4M 0.46% +6,881 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: 504,397 shares; 2024Q4: 515,240 shares; 2025Q1: 545,239 shares; 2025Q2: 359,143 shares; 2025Q3: 373,926 shares; 2025Q4: 385,326 shares; 2026Q1: 391,823 shares 391,823 $28.2M 0.45% +6,497 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: 272,993 shares; 2024Q4: 275,700 shares; 2025Q1: 276,998 shares; 2025Q2: 277,864 shares; 2025Q3: 296,723 shares; 2025Q4: 289,123 shares; 2026Q1: 296,342 shares 296,342 $27.3M 0.44% +7,219 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,724 shares; 2024Q4: 169,266 shares; 2025Q1: 185,600 shares; 2025Q2: 193,047 shares; 2025Q3: 195,123 shares; 2025Q4: 205,904 shares; 2026Q1: 214,363 shares 214,363 $27.1M 0.44% +8,459 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,476 shares; 2024Q4: 59,288 shares; 2025Q1: 59,909 shares; 2025Q2: 60,546 shares; 2025Q3: 62,848 shares; 2025Q4: 66,377 shares; 2026Q1: 71,088 shares 71,088 $25.9M 0.42% +4,711 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,854 shares; 2024Q4: 256,722 shares; 2025Q1: 267,546 shares; 2025Q2: 273,724 shares; 2025Q3: 281,430 shares; 2025Q4: 284,073 shares; 2026Q1: 292,781 shares 292,781 $24.2M 0.39% +8,708 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: 426,832 shares; 2024Q4: 439,266 shares; 2025Q1: 456,916 shares; 2025Q2: 572,870 shares; 2025Q3: 581,343 shares; 2025Q4: 576,349 shares; 2026Q1: 574,290 shares 574,290 $21.4M 0.34% -2,059 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,269 shares 57,269 $16.8M 0.27% new Timeline IVLU 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: 87,493 shares; 2024Q4: 24,835 shares; 2025Q1: 23,975 shares; 2025Q2: 23,975 shares; 2025Q3: 17,395 shares; 2025Q4: 390,271 shares; 2026Q1: 401,769 shares 401,769 $15.9M 0.26% +11,498 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: 6,442 shares; 2024Q4: 7,752 shares; 2025Q1: 8,942 shares; 2025Q2: 507,368 shares; 2025Q3: 507,769 shares; 2025Q4: 500,552 shares; 2026Q1: 247,469 shares 247,469 $15.9M 0.25% -253,083 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 146,347 shares; 2026Q1: 150,795 shares 150,795 $15.3M 0.25% +4,448 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: 22,943 shares; 2024Q4: 22,500 shares; 2025Q1: 24,237 shares; 2025Q2: 24,578 shares; 2025Q3: 24,297 shares; 2025Q4: 24,341 shares; 2026Q1: 24,628 shares 24,628 $14.1M 0.23% +287 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: 56,943 shares; 2024Q4: 55,721 shares; 2025Q1: 3,687 shares; 2025Q2: 17,814 shares; 2025Q3: 51,157 shares; 2025Q4: 50,875 shares; 2026Q1: 50,262 shares 50,262 $13.2M 0.21% -613 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: 86,563 shares; 2024Q4: 86,564 shares; 2025Q1: 86,576 shares; 2025Q2: 86,645 shares; 2025Q3: 87,658 shares; 2025Q4: 88,417 shares; 2026Q1: 88,077 shares 88,077 $11.5M 0.19% -340 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: 67,376 shares; 2024Q4: 78,954 shares; 2025Q1: 91,079 shares; 2025Q2: 89,362 shares; 2025Q3: 90,227 shares; 2025Q4: 109,917 shares; 2026Q1: 115,038 shares 115,038 $10.4M 0.17% +5,121 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: 28,422 shares; 2024Q4: 26,323 shares; 2025Q1: 27,739 shares; 2025Q2: 30,054 shares; 2025Q3: 29,263 shares; 2025Q4: 30,996 shares; 2026Q1: 35,055 shares 35,055 $10.1M 0.16% +4,059 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 454,304 shares; 2025Q1: 470,266 shares; 2025Q2: 355,535 shares; 2025Q3: 339,605 shares; 2025Q4: 341,588 shares; 2026Q1: 347,166 shares 347,166 $10M 0.16% +5,578 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: 10,370 shares; 2024Q4: 17,216 shares; 2025Q1: 15,044 shares; 2025Q2: 14,757 shares; 2025Q3: 24,960 shares; 2025Q4: 15,219 shares; 2026Q1: 16,364 shares 16,364 $9.44M 0.15% +1,145 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,961 shares; 2024Q4: 11,993 shares; 2025Q1: 11,558 shares; 2025Q2: 416,459 shares; 2025Q3: 417,164 shares; 2025Q4: 410,851 shares; 2026Q1: 200,476 shares 200,476 $9.4M 0.15% -210,375 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 14,223 shares; 2025Q1: 14,185 shares; 2025Q2: 47,356 shares; 2025Q3: 90,196 shares; 2025Q4: 98,613 shares; 2026Q1: 97,717 shares 97,717 $8.61M 0.14% -896 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,744 shares; 2025Q1: 29,927 shares; 2025Q2: 30,134 shares; 2025Q3: 30,013 shares; 2025Q4: 38,411 shares; 2026Q1: 40,276 shares 40,276 $8.61M 0.14% +1,865 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: 61,529 shares; 2024Q4: 61,904 shares; 2025Q1: 64,806 shares; 2025Q2: 64,223 shares; 2025Q3: 64,551 shares; 2025Q4: 65,761 shares; 2026Q1: 67,848 shares 67,848 $8.43M 0.14% +2,087 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: 6,702 shares; 2024Q4: 6,693 shares; 2025Q1: 6,891 shares; 2025Q2: 6,968 shares; 2025Q3: 7,014 shares; 2025Q4: 72,769 shares; 2026Q1: 84,537 shares 84,537 $8.13M 0.13% +11,768 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,711 shares; 2024Q4: 404,076 shares; 2025Q1: 73,565 shares; 2025Q2: 71,489 shares; 2025Q3: 71,147 shares; 2025Q4: 66,898 shares; 2026Q1: 66,513 shares 66,513 $7.52M 0.12% -385 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: 190,648 shares; 2024Q4: 190,433 shares; 2025Q1: 175,346 shares; 2025Q2: 176,520 shares; 2025Q3: 106,937 shares; 2025Q4: 96,529 shares; 2026Q1: 22,449 shares 22,449 $6.95M 0.11% -74,080 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.09% 0 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: 5,687 shares; 2024Q4: 5,426 shares; 2025Q1: 6,318 shares; 2025Q2: 6,747 shares; 2025Q3: 5,825 shares; 2025Q4: 6,223 shares; 2026Q1: 6,149 shares 6,149 $5.66M 0.09% -74 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: 34,581 shares; 2024Q4: 33,458 shares; 2025Q1: 133,146 shares; 2025Q2: 146,867 shares; 2025Q3: 132,961 shares; 2025Q4: 139,257 shares; 2026Q1: 147,471 shares 147,471 $5.58M 0.09% +8,214 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: 49,188 shares; 2024Q4: 41,479 shares; 2025Q1: 22,958 shares; 2025Q2: 25,520 shares; 2025Q3: 21,990 shares; 2025Q4: 21,761 shares; 2026Q1: 22,366 shares 22,366 $5.47M 0.09% +605 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: 3,268 shares; 2024Q4: 3,962 shares; 2025Q1: 4,101 shares; 2025Q2: 4,070 shares; 2025Q3: 4,521 shares; 2025Q4: 4,958 shares; 2026Q1: 5,005 shares 5,005 $4.99M 0.08% +47 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,116 shares; 2024Q4: 376,263 shares; 2025Q1: 74,768 shares; 2025Q2: 72,090 shares; 2025Q3: 71,520 shares; 2025Q4: 67,805 shares; 2026Q1: 68,200 shares 68,200 $4.61M 0.07% +395 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: 6,066 shares; 2024Q4: 6,224 shares; 2025Q1: 6,374 shares; 2025Q2: 6,175 shares; 2025Q3: 6,306 shares; 2025Q4: 6,354 shares; 2026Q1: 6,354 shares 6,354 $4.43M 0.07% 0 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: 22,730 shares; 2024Q4: 23,736 shares; 2025Q1: 22,714 shares; 2025Q2: 23,268 shares; 2025Q3: 32,145 shares; 2025Q4: 29,860 shares; 2026Q1: 29,861 shares 29,861 $4.39M 0.07% +1 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: 26,755 shares; 2024Q4: 32,366 shares; 2025Q1: 31,854 shares; 2025Q2: 31,588 shares; 2025Q3: 31,170 shares; 2025Q4: 31,255 shares; 2026Q1: 31,397 shares 31,397 $4.14M 0.07% +142 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: 19,610 shares; 2024Q4: 19,277 shares; 2025Q1: 21,697 shares; 2025Q2: 23,435 shares; 2025Q3: 18,820 shares; 2025Q4: 20,779 shares; 2026Q1: 21,210 shares 21,210 $4.09M 0.07% +431 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,985 shares; 2024Q4: 22,219 shares; 2025Q1: 24,941 shares; 2025Q2: 24,343 shares; 2025Q3: 20,047 shares; 2025Q4: 20,859 shares; 2026Q1: 26,888 shares 26,888 $3.93M 0.06% +6,029 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: 32,578 shares; 2024Q4: 32,585 shares; 2025Q1: 32,605 shares; 2025Q2: 32,722 shares; 2025Q3: 32,671 shares; 2025Q4: 31,635 shares; 2026Q1: 32,760 shares 32,760 $3.36M 0.05% +1,125 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: 7,423 shares; 2024Q4: 8,627 shares; 2025Q1: 8,202 shares; 2025Q2: 7,952 shares; 2025Q3: 10,283 shares; 2025Q4: 10,261 shares; 2026Q1: 10,275 shares 10,275 $3.3M 0.05% +14 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: 4,399 shares; 2024Q4: 5,197 shares; 2025Q1: 5,076 shares; 2025Q2: 4,402 shares; 2025Q3: 4,835 shares; 2025Q4: 4,919 shares; 2026Q1: 5,342 shares 5,342 $3.19M 0.05% +423 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: 2,908 shares; 2024Q4: 2,973 shares; 2025Q1: 3,675 shares; 2025Q2: 3,209 shares; 2025Q3: 3,244 shares; 2025Q4: 3,711 shares; 2026Q1: 4,374 shares 4,374 $3.1M 0.05% +663 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,288 shares; 2024Q4: 116,768 shares; 2025Q1: 120,136 shares; 2025Q2: 129,371 shares; 2025Q3: 123,485 shares; 2025Q4: 122,697 shares; 2026Q1: 118,211 shares 118,211 $3.03M 0.05% -4,486 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,650 shares; 2025Q1: 10,593 shares; 2025Q2: 10,637 shares; 2025Q3: 10,945 shares; 2025Q4: 22,022 shares; 2026Q1: 22,719 shares 22,719 $3.02M 0.05% +697 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,662 shares; 2024Q4: 19,418 shares; 2025Q1: 19,354 shares; 2025Q2: 19,373 shares; 2025Q3: 19,294 shares; 2025Q4: 19,294 shares; 2026Q1: 19,294 shares 19,294 $3M 0.05% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,944 shares; 2024Q4: 37,001 shares; 2025Q1: 37,001 shares; 2025Q2: 36,591 shares; 2025Q3: 36,043 shares; 2025Q4: 35,964 shares; 2026Q1: 35,964 shares 35,964 $2.98M 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,897 shares; 2024Q4: 29,845 shares; 2025Q1: 29,856 shares; 2025Q2: 29,862 shares; 2025Q3: 29,857 shares; 2025Q4: 29,753 shares; 2026Q1: 31,652 shares 31,652 $2.97M 0.05% +1,899 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: 14,233 shares; 2024Q4: 14,878 shares; 2025Q1: 14,707 shares; 2025Q2: 14,640 shares; 2025Q3: 14,706 shares; 2025Q4: 15,701 shares; 2026Q1: 16,062 shares 16,062 $2.93M 0.05% +361 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,459 shares; 2025Q1: 3,444 shares; 2025Q2: 3,123 shares; 2025Q3: 3,295 shares; 2025Q4: 4,367 shares; 2026Q1: 4,349 shares 4,349 $2.84M 0.05% -18 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: 5,137 shares; 2024Q4: 5,446 shares; 2025Q1: 7,418 shares; 2025Q2: 6,804 shares; 2025Q3: 10,873 shares; 2025Q4: 11,847 shares; 2026Q1: 13,606 shares 13,606 $2.77M 0.04% +1,759 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,024 shares; 2024Q4: 99,024 shares; 2025Q1: 99,024 shares; 2025Q2: 99,024 shares; 2025Q3: 99,024 shares; 2025Q4: 99,024 shares; 2026Q1: 99,024 shares 99,024 $2.74M 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,839 shares; 2025Q3: 36,264 shares; 2025Q4: 36,010 shares; 2026Q1: 37,647 shares 37,647 $2.57M 0.04% +1,637 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: 9,656 shares; 2024Q4: 10,432 shares; 2025Q1: 10,385 shares; 2025Q2: 9,479 shares; 2025Q3: 8,238 shares; 2025Q4: 8,901 shares; 2026Q1: 9,319 shares 9,319 $2.3M 0.04% +418 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,640 shares; 2024Q4: 46,640 shares; 2025Q1: 46,873 shares; 2025Q2: 47,319 shares; 2025Q3: 46,851 shares; 2025Q4: 46,751 shares; 2026Q1: 46,856 shares 46,856 $2.18M 0.03% +105 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: 66,777 shares; 2024Q4: 75,974 shares; 2025Q1: 77,077 shares; 2025Q2: 8,689 shares; 2025Q3: 8,981 shares; 2025Q4: 7,092 shares; 2026Q1: 8,026 shares 8,026 $2.17M 0.03% +934 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 15,176 shares; 2025Q1: 14,358 shares; 2025Q2: 13,743 shares; 2025Q3: 13,743 shares; 2025Q4: 14,002 shares; 2026Q1: 14,539 shares 14,539 $2.15M 0.03% +537 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 3,603 shares; 2025Q1: 6,243 shares; 2025Q2: 4,298 shares; 2025Q3: 5,071 shares; 2025Q4: 5,050 shares; 2026Q1: 4,998 shares 4,998 $2.15M 0.03% -52 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: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 8,062 shares; 2025Q2: 7,484 shares; 2025Q3: 7,562 shares; 2025Q4: 14,487 shares; 2026Q1: 14,790 shares 14,790 $2.15M 0.03% +303 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: 6,561 shares; 2024Q4: 6,548 shares; 2025Q1: 7,042 shares; 2025Q2: 6,640 shares; 2025Q3: 6,554 shares; 2025Q4: 6,333 shares; 2026Q1: 6,783 shares 6,783 $2.11M 0.03% +450 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: 2,198 shares; 2024Q4: 3,398 shares; 2025Q1: 6,961 shares; 2025Q2: 3,469 shares; 2025Q3: 3,518 shares; 2025Q4: 5,904 shares; 2026Q1: 6,127 shares 6,127 $2.07M 0.03% +223 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,814 shares; 2024Q4: 89,973 shares; 2025Q1: 83,165 shares; 2025Q2: 82,294 shares; 2025Q3: 80,954 shares; 2025Q4: 80,962 shares; 2026Q1: 82,473 shares 82,473 $2.07M 0.03% +1,511 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: 8,556 shares; 2024Q4: 8,781 shares; 2025Q1: 9,456 shares; 2025Q2: 9,456 shares; 2025Q3: 9,052 shares; 2025Q4: 9,023 shares; 2026Q1: 9,123 shares 9,123 $1.96M 0.03% +100 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: 9,143 shares; 2024Q4: 8,933 shares; 2025Q1: 9,184 shares; 2025Q2: 9,212 shares; 2025Q3: 8,192 shares; 2025Q4: 8,193 shares; 2026Q1: 15,788 shares 15,788 $1.87M 0.03% +7,595 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: 42,833 shares; 2024Q4: 43,226 shares; 2025Q1: 44,685 shares; 2025Q2: 45,917 shares; 2025Q3: 40,693 shares; 2025Q4: 39,971 shares; 2026Q1: 37,875 shares 37,875 $1.85M 0.03% -2,096 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: 61,157 shares; 2024Q4: 61,485 shares; 2025Q1: 69,148 shares; 2025Q2: 66,510 shares; 2025Q3: 66,545 shares; 2025Q4: 75,980 shares; 2026Q1: 95,663 shares 95,663 $1.85M 0.03% +19,683 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: 5,947 shares; 2024Q4: 6,162 shares; 2025Q1: 5,607 shares; 2025Q2: 10,581 shares; 2025Q3: 13,216 shares; 2025Q4: 29,242 shares; 2026Q1: 29,255 shares 29,255 $1.79M 0.03% +13 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: 5,490 shares; 2024Q4: 5,728 shares; 2025Q1: 5,827 shares; 2025Q2: 5,907 shares; 2025Q3: 4,868 shares; 2025Q4: 5,830 shares; 2026Q1: 6,303 shares 6,303 $1.79M 0.03% +473 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,995 shares; 2025Q3: 6,989 shares; 2025Q4: 6,987 shares; 2026Q1: 8,539 shares 8,539 $1.68M 0.03% +1,552 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,975 shares; 2025Q1: 2,012 shares; 2025Q2: 2,011 shares; 2025Q3: 3,143 shares; 2025Q4: 2,906 shares; 2026Q1: 4,164 shares 4,164 $1.63M 0.03% +1,258 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: 4,788 shares; 2024Q4: 4,103 shares; 2025Q1: 4,136 shares; 2025Q2: 4,147 shares; 2025Q3: 4,148 shares; 2025Q4: 4,148 shares; 2026Q1: 4,522 shares 4,522 $1.55M 0.02% +374 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,604 shares; 2024Q4: 42,373 shares; 2025Q1: 40,727 shares; 2025Q2: 42,248 shares; 2025Q3: 44,388 shares; 2025Q4: 50,988 shares; 2026Q1: 49,887 shares 49,887 $1.53M 0.02% -1,101 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: 12,703 shares; 2024Q4: 12,566 shares; 2025Q1: 12,340 shares; 2025Q2: 12,598 shares; 2025Q3: 17,891 shares; 2025Q4: 18,279 shares; 2026Q1: 25,145 shares 25,145 $1.53M 0.02% +6,866 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,700 shares; 2025Q1: 6,911 shares; 2025Q2: 6,916 shares; 2025Q3: 6,953 shares; 2025Q4: 6,891 shares; 2026Q1: 67,200 shares 67,200 $1.52M 0.02% +60,309 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,692 shares; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 4,692 shares; 2025Q3: 4,692 shares; 2025Q4: 4,692 shares; 2026Q1: 4,692 shares 4,692 $1.46M 0.02% 0 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: 5,144 shares; 2024Q4: 5,599 shares; 2025Q1: 5,603 shares; 2025Q2: 5,335 shares; 2025Q3: 5,117 shares; 2025Q4: 4,819 shares; 2026Q1: 5,984 shares 5,984 $1.46M 0.02% +1,165 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 1,448 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,561 shares; 2025Q4: 5,626 shares; 2026Q1: 5,681 shares 5,681 $1.41M 0.02% +55 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: 815,311 shares; 2024Q4: 24,316 shares; 2025Q1: 24,886 shares; 2025Q2: 26,000 shares; 2025Q3: 24,907 shares; 2025Q4: 23,708 shares; 2026Q1: 26,905 shares 26,905 $1.35M 0.02% +3,197 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,188 shares; 2025Q1: 9,538 shares; 2025Q2: 9,188 shares; 2025Q3: 9,412 shares; 2025Q4: 9,307 shares; 2026Q1: 9,188 shares 9,188 $1.34M 0.02% -119 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: 16,948 shares; 2024Q4: 18,236 shares; 2025Q1: 18,754 shares; 2025Q2: 18,208 shares; 2025Q3: 18,347 shares; 2025Q4: 18,076 shares; 2026Q1: 18,957 shares 18,957 $1.25M 0.02% +881 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 24,647 shares; 2025Q1: 25,182 shares; 2025Q2: 27,296 shares; 2025Q3: 41,773 shares; 2025Q4: 42,260 shares; 2026Q1: 42,397 shares 42,397 $1.24M 0.02% +137 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 4,606 shares; 2025Q1: 4,542 shares; 2025Q2: 6,970 shares; 2025Q3: 10,639 shares; 2025Q4: 10,658 shares; 2026Q1: 9,169 shares 9,169 $1.18M 0.02% -1,489 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: 7,388 shares; 2024Q4: 7,353 shares; 2025Q1: 6,792 shares; 2025Q2: 6,308 shares; 2025Q3: 9,114 shares; 2025Q4: 9,958 shares; 2026Q1: 9,775 shares 9,775 $1.18M 0.02% -183 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: 6,400 shares; 2024Q4: 6,910 shares; 2025Q1: 7,126 shares; 2025Q2: 7,180 shares; 2025Q3: 6,647 shares; 2025Q4: 6,584 shares; 2026Q1: 6,803 shares 6,803 $1.12M 0.02% +219 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: 7,283 shares; 2024Q4: 7,731 shares; 2025Q1: 7,731 shares; 2025Q2: 10,212 shares; 2025Q3: 8,455 shares; 2025Q4: 8,455 shares; 2026Q1: 8,558 shares 8,558 $1.12M 0.02% +103 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: 5,310 shares; 2024Q4: 5,316 shares; 2025Q1: 5,309 shares; 2025Q2: 5,332 shares; 2025Q3: 5,310 shares; 2025Q4: 5,318 shares; 2026Q1: 5,491 shares 5,491 $1.12M 0.02% +173 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,400 shares; 2025Q1: 1,410 shares; 2025Q2: 1,455 shares; 2025Q3: 1,497 shares; 2025Q4: 1,467 shares; 2026Q1: 2,193 shares 2,193 $1.1M 0.02% +726 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: 15,711 shares; 2024Q4: 15,225 shares; 2025Q1: 14,891 shares; 2025Q2: 15,003 shares; 2025Q3: 14,876 shares; 2025Q4: 14,981 shares; 2026Q1: 14,913 shares 14,913 $1.07M 0.02% -68 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: 1,842 shares; 2024Q4: 1,838 shares; 2025Q1: 1,948 shares; 2025Q2: 1,991 shares; 2025Q3: 2,023 shares; 2025Q4: 4,336 shares; 2026Q1: 4,432 shares 4,432 $1.05M 0.02% +96 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,273 shares; 2025Q2: 2,279 shares; 2025Q3: 2,292 shares; 2025Q4: 2,298 shares; 2026Q1: 2,404 shares 2,404 $957K 0.02% +106 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: 2,174 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 2,191 shares; 2025Q3: 2,441 shares; 2025Q4: 2,441 shares; 2026Q1: 2,235 shares 2,235 $953K 0.02% -206 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,720 shares; 2026Q1: 16,644 shares 16,644 $945K 0.02% +4,924 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,561 shares; 2025Q1: 1,562 shares; 2025Q2: 1,564 shares; 2025Q3: 2,157 shares; 2025Q4: 2,248 shares; 2026Q1: 2,157 shares 2,157 $942K 0.02% -91 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: 9,681 shares; 2024Q4: 9,487 shares; 2025Q1: 11,054 shares; 2025Q2: 10,720 shares; 2025Q3: 9,471 shares; 2025Q4: 9,353 shares; 2026Q1: 9,750 shares 9,750 $940K 0.02% +397 Timeline VCR 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: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares 2,595 $932K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 2,408 shares; 2025Q4: 2,372 shares; 2026Q1: 9,958 shares 9,958 $919K 0.01% +7,586 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,710 shares; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares; 2025Q4: 18,628 shares; 2026Q1: 18,628 shares 18,628 $909K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,892 shares; 2024Q4: 65,183 shares; 2025Q1: 22,410 shares; 2025Q2: 22,468 shares; 2025Q3: 20,724 shares; 2025Q4: 20,311 shares; 2026Q1: 24,379 shares 24,379 $896K 0.01% +4,068 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,235 shares; 2025Q4: 9,735 shares; 2026Q1: 9,758 shares 9,758 $895K 0.01% +23 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: 8,912 shares; 2024Q4: 7,714 shares; 2025Q1: 7,679 shares; 2025Q2: 7,680 shares; 2025Q3: 7,668 shares; 2025Q4: 7,701 shares; 2026Q1: 9,328 shares 9,328 $866K 0.01% +1,627 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,155 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,070 shares 4,070 $859K 0.01% -80 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,465 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $856K 0.01% 0 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: 1,470 shares; 2024Q4: 1,471 shares; 2025Q1: 872 shares; 2025Q2: 885 shares; 2025Q3: 932 shares; 2025Q4: 936 shares; 2026Q1: 987 shares 987 $854K 0.01% +51 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: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: 9,471 shares; 2025Q2: 9,495 shares; 2025Q3: 9,466 shares; 2025Q4: 9,595 shares; 2026Q1: 10,008 shares 10,008 $853K 0.01% +413 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: 3,731 shares; 2024Q4: 3,771 shares; 2025Q1: 4,086 shares; 2025Q2: 4,129 shares; 2025Q3: 4,584 shares; 2025Q4: 6,223 shares; 2026Q1: 7,491 shares 7,491 $850K 0.01% +1,268 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: 22,771 shares; 2024Q4: 25,224 shares; 2025Q1: 19,188 shares; 2025Q2: 24,928 shares; 2025Q3: 22,473 shares; 2025Q4: 27,528 shares; 2026Q1: 28,859 shares 28,859 $837K 0.01% +1,331 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,590 shares; 2025Q3: 6,590 shares; 2025Q4: 7,952 shares; 2026Q1: 9,995 shares 9,995 $828K 0.01% +2,043 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: 8,492 shares; 2024Q4: 8,074 shares; 2025Q1: 7,795 shares; 2025Q2: 7,019 shares; 2025Q3: 7,023 shares; 2025Q4: 6,821 shares; 2026Q1: 6,258 shares 6,258 $819K 0.01% -563 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,404 shares; 2025Q1: 2,127 shares; 2025Q2: 2,131 shares; 2025Q3: 2,124 shares; 2025Q4: 2,131 shares; 2026Q1: 2,253 shares 2,253 $793K 0.01% +122 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: 29,442 shares; 2024Q4: 29,677 shares; 2025Q1: 20,928 shares; 2025Q2: 20,895 shares; 2025Q3: 20,587 shares; 2025Q4: 20,878 shares; 2026Q1: 16,778 shares 16,778 $789K 0.01% -4,100 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: not reported; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 1,751 shares; 2025Q3: 1,756 shares; 2025Q4: 1,743 shares; 2026Q1: 1,809 shares 1,809 $785K 0.01% +66 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: 4,436 shares; 2024Q4: 4,287 shares; 2025Q1: 4,949 shares; 2025Q2: 4,050 shares; 2025Q3: 4,045 shares; 2025Q4: 3,998 shares; 2026Q1: 3,944 shares 3,944 $774K 0.01% -54 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,304 shares; 2025Q1: 5,307 shares; 2025Q2: 5,310 shares; 2025Q3: 5,313 shares; 2025Q4: 5,413 shares; 2026Q1: 5,383 shares 5,383 $767K 0.01% -30 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,710 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,122 shares; 2025Q4: 10,122 shares; 2026Q1: 10,122 shares 10,122 $740K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 989 shares; 2025Q1: 1,002 shares; 2025Q2: 999 shares; 2025Q3: 1,003 shares; 2025Q4: 1,008 shares; 2026Q1: 1,056 shares 1,056 $720K 0.01% +48 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: 2,031 shares; 2024Q4: 2,019 shares; 2025Q1: 2,084 shares; 2025Q2: 2,116 shares; 2025Q3: 1,772 shares; 2025Q4: 1,693 shares; 2026Q1: 2,373 shares 2,373 $718K 0.01% +680 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: 405 shares; 2024Q4: 512 shares; 2025Q1: 547 shares; 2025Q2: 452 shares; 2025Q3: 482 shares; 2025Q4: 840 shares; 2026Q1: 835 shares 835 $707K 0.01% -5 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: 5,300 shares; 2025Q2: 5,314 shares; 2025Q3: 5,336 shares; 2025Q4: 5,437 shares; 2026Q1: 5,342 shares 5,342 $700K 0.01% -95 Timeline CWB 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: 6,645 shares; 2024Q4: 7,661 shares; 2025Q1: 7,645 shares; 2025Q2: 7,645 shares; 2025Q3: 7,645 shares; 2025Q4: 7,645 shares; 2026Q1: 7,645 shares 7,645 $700K 0.01% 0 Timeline IMTM 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: 69,348 shares; 2024Q4: 19,823 shares; 2025Q1: 19,173 shares; 2025Q2: 19,219 shares; 2025Q3: 14,359 shares; 2025Q4: 14,359 shares; 2026Q1: 14,395 shares 14,395 $691K 0.01% +36 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,737 shares; 2025Q1: 2,744 shares; 2025Q2: 3,294 shares; 2025Q3: 3,274 shares; 2025Q4: 7,615 shares; 2026Q1: 7,573 shares 7,573 $678K 0.01% -42 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,716 shares; 2024Q4: 20,036 shares; 2025Q1: 18,497 shares; 2025Q2: 17,909 shares; 2025Q3: 17,909 shares; 2025Q4: 17,909 shares; 2026Q1: 17,340 shares 17,340 $674K 0.01% -569 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,400 shares 12,400 $671K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares; 2026Q1: 1,569 shares 1,569 $668K 0.01% +253 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 2,162 shares; 2026Q1: 1,662 shares 1,662 $651K 0.01% -500 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,206 shares; 2025Q1: 4,348 shares; 2025Q2: 4,361 shares; 2025Q3: 4,347 shares; 2025Q4: 4,618 shares; 2026Q1: 5,767 shares 5,767 $643K 0.01% +1,149 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,008 shares; 2025Q2: 6,008 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $640K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,828 shares; 2026Q1: 40,828 shares 40,828 $639K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,935 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 7,442 shares; 2026Q1: 11,151 shares 11,151 $636K 0.01% +3,709 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,327 shares; 2024Q4: 26,327 shares; 2025Q1: 26,337 shares; 2025Q2: 26,327 shares; 2025Q3: 25,770 shares; 2025Q4: 17,280 shares; 2026Q1: 17,280 shares 17,280 $617K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,779 shares; 2025Q4: 13,387 shares; 2026Q1: 13,509 shares 13,509 $617K 0.01% +122 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 7,919 shares; 2025Q1: 12,628 shares; 2025Q2: 12,628 shares; 2025Q3: 12,628 shares; 2025Q4: 12,628 shares; 2026Q1: 12,628 shares 12,628 $612K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,165 shares 7,165 $608K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,170 shares; 2025Q1: 3,784 shares; 2025Q2: 6,692 shares; 2025Q3: 5,252 shares; 2025Q4: 6,431 shares; 2026Q1: 7,558 shares 7,558 $602K 0.01% +1,127 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: 7,268 shares; 2024Q4: 7,458 shares; 2025Q1: 7,898 shares; 2025Q2: 7,164 shares; 2025Q3: 6,440 shares; 2025Q4: 6,419 shares; 2026Q1: 6,461 shares 6,461 $601K 0.01% +42 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,628 shares; 2025Q1: 3,675 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 3,628 shares; 2026Q1: 5,156 shares 5,156 $597K 0.01% +1,528 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,727 shares; 2024Q4: 27,189 shares; 2025Q1: 21,558 shares; 2025Q2: 14,340 shares; 2025Q3: 19,779 shares; 2025Q4: 21,155 shares; 2026Q1: 21,374 shares 21,374 $595K 0.01% +219 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: 721 shares; 2025Q1: 697 shares; 2025Q2: 682 shares; 2025Q3: 557 shares; 2025Q4: 589 shares; 2026Q1: 605 shares 605 $582K 0.01% +16 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,160 shares; 2025Q3: 1,005 shares; 2025Q4: 1,007 shares; 2026Q1: 1,005 shares 1,005 $575K 0.01% -2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,045 shares; 2025Q1: 1,046 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,208 shares 1,208 $572K 0.01% +138 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,649 shares; 2025Q1: 3,822 shares; 2025Q2: 3,061 shares; 2025Q3: 2,963 shares; 2025Q4: 2,964 shares; 2026Q1: 2,965 shares 2,965 $569K 0.01% +1 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: 99,921 shares; 2024Q4: 99,494 shares; 2025Q1: 100,324 shares; 2025Q2: 100,222 shares; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,151 shares 1,151 $566K 0.01% +10 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,222 shares; 2025Q1: 9,004 shares; 2025Q2: 24,897 shares; 2025Q3: 28,522 shares; 2025Q4: 25,090 shares; 2026Q1: 14,513 shares 14,513 $558K 0.01% -10,577 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,308 shares; 2025Q3: 12,227 shares; 2025Q4: 16,445 shares; 2026Q1: 16,487 shares 16,487 $553K 0.01% +42 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 8,887 shares; 2025Q1: 8,918 shares; 2025Q2: 8,918 shares; 2025Q3: 8,887 shares; 2025Q4: 8,887 shares; 2026Q1: 8,887 shares 8,887 $543K 0.01% 0 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: 2,798 shares; 2024Q4: not reported; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares; 2026Q1: 6,260 shares 6,260 $539K 0.01% +3,262 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,722 shares; 2025Q1: 1,703 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,023 shares; 2026Q1: 1,148 shares 1,148 $532K 0.01% +125 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 2,258 shares; 2025Q3: 2,502 shares; 2025Q4: 3,241 shares; 2026Q1: 3,801 shares 3,801 $530K 0.01% +560 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 10,861 shares; 2025Q1: 9,361 shares; 2025Q2: 7,314 shares; 2025Q3: 7,214 shares; 2025Q4: 7,214 shares; 2026Q1: 10,978 shares 10,978 $527K 0.01% +3,764 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: 7,446 shares; 2024Q4: 6,272 shares; 2025Q1: 6,273 shares; 2025Q2: 15,925 shares; 2025Q3: 8,111 shares; 2025Q4: 7,785 shares; 2026Q1: 7,891 shares 7,891 $513K 0.01% +106 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE 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: 10,005 shares 10,005 $511K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 5,932 shares; 2025Q1: 5,948 shares; 2025Q2: 5,403 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 6,298 shares 6,298 $504K 0.01% +913 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,491 shares; 2024Q4: 70,965 shares; 2025Q1: 72,260 shares; 2025Q2: 73,996 shares; 2025Q3: 75,217 shares; 2025Q4: 76,042 shares; 2026Q1: 1,397 shares 1,397 $500K 0.01% -74,645 Timeline VHT 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: 3,654 shares; 2024Q4: 3,678 shares; 2025Q1: 1,933 shares; 2025Q2: 1,823 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824 $497K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 317 shares; 2025Q1: 326 shares; 2025Q2: 340 shares; 2025Q3: 247 shares; 2025Q4: 301 shares; 2026Q1: 373 shares 373 $493K 0.01% +72 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 13,715 shares; 2025Q1: 10,645 shares; 2025Q2: 10,651 shares; 2025Q3: 10,663 shares; 2025Q4: 10,766 shares; 2026Q1: 12,867 shares 12,867 $483K 0.01% +2,101 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,041 shares; 2024Q4: 8,999 shares; 2025Q1: 9,039 shares; 2025Q2: 13,685 shares; 2025Q3: 12,243 shares; 2025Q4: 12,251 shares; 2026Q1: 11,758 shares 11,758 $483K 0.01% -493 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,740 shares 4,740 $474K 0.01% new Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 6,992 shares; 2025Q1: 6,992 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares; 2025Q4: 6,992 shares; 2026Q1: 6,992 shares 6,992 $470K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,643 shares; 2025Q2: 2,667 shares; 2025Q3: 2,649 shares; 2025Q4: 2,657 shares; 2026Q1: 2,699 shares 2,699 $468K 0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,859 shares 1,859 $465K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 2,757 shares; 2025Q2: 2,624 shares; 2025Q3: 2,919 shares; 2025Q4: 2,662 shares; 2026Q1: 3,738 shares 3,738 $459K 0.01% +1,076 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,714 shares; 2025Q1: 4,716 shares; 2025Q2: 8,225 shares; 2025Q3: 4,701 shares; 2025Q4: 4,700 shares; 2026Q1: 4,706 shares 4,706 $457K 0.01% +6 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,225 shares; 2024Q4: 8,225 shares; 2025Q1: 8,225 shares; 2025Q2: 8,225 shares; 2025Q3: 8,225 shares; 2025Q4: 8,225 shares; 2026Q1: 8,225 shares 8,225 $455K 0.01% 0 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: 1,702 shares; 2024Q4: 1,710 shares; 2025Q1: 2,054 shares; 2025Q2: 1,648 shares; 2025Q3: 1,654 shares; 2025Q4: 1,659 shares; 2026Q1: 1,854 shares 1,854 $450K 0.01% +195 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: 9,206 shares; 2024Q4: 6,614 shares; 2025Q1: 6,707 shares; 2025Q2: 4,083 shares; 2025Q3: 4,011 shares; 2025Q4: 3,507 shares; 2026Q1: 4,568 shares 4,568 $449K 0.01% +1,061 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 19,521 shares; 2026Q1: 19,521 shares 19,521 $445K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 13,251 shares; 2025Q1: 13,361 shares; 2025Q2: 17,402 shares; 2025Q3: 18,457 shares; 2025Q4: 22,813 shares; 2026Q1: 27,709 shares 27,709 $440K 0.01% +4,896 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: 8,916 shares; 2024Q4: 9,186 shares; 2025Q1: 9,234 shares; 2025Q2: 8,684 shares; 2025Q3: 8,684 shares; 2025Q4: 9,199 shares; 2026Q1: 8,905 shares 8,905 $440K 0.01% -294 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,697 shares; 2024Q4: 9,697 shares; 2025Q1: 9,697 shares; 2025Q2: 9,697 shares; 2025Q3: 9,697 shares; 2025Q4: 9,697 shares; 2026Q1: 9,697 shares 9,697 $439K 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: not reported; 2024Q4: 786 shares; 2025Q1: 873 shares; 2025Q2: 807 shares; 2025Q3: not reported; 2025Q4: 2,328 shares; 2026Q1: 2,345 shares 2,345 $438K 0.01% +17 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,725 shares; 2025Q1: 2,085 shares; 2025Q2: 1,725 shares; 2025Q3: 1,529 shares; 2025Q4: 1,630 shares; 2026Q1: 1,464 shares 1,464 $438K 0.01% -166 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 303 shares; 2025Q4: 311 shares; 2026Q1: 315 shares 315 $434K 0.01% +4 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 302 shares; 2026Q1: 483 shares 483 $432K 0.01% +181 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,755 shares; 2024Q4: 3,000 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares 4,375 $430K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,039 shares; 2025Q1: 2,633 shares; 2025Q2: 2,638 shares; 2025Q3: 2,628 shares; 2025Q4: 2,423 shares; 2026Q1: 2,823 shares 2,823 $427K 0.01% +400 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 533 shares; 2025Q2: 761 shares; 2025Q3: 409 shares; 2025Q4: 3,995 shares; 2026Q1: 4,036 shares 4,036 $422K 0.01% +41 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: 470 shares; 2024Q4: 733 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $421K 0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $418K 0.01% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares 12,100 $416K 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 2,049 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,867 shares; 2026Q1: 1,976 shares 1,976 $411K 0.01% +109 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: 9,072 shares; 2024Q4: 9,072 shares; 2025Q1: 9,084 shares; 2025Q2: not reported; 2025Q3: 9,059 shares; 2025Q4: 9,059 shares; 2026Q1: 10,360 shares 10,360 $404K 0.01% +1,301 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,893 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,884 shares; 2025Q4: 4,884 shares; 2026Q1: 4,884 shares 4,884 $400K 0.01% 0 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: 513,436 shares; 2024Q4: 562,433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,762 shares 15,762 $398K 0.01% new 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: 914 shares; 2024Q4: 1,010 shares; 2025Q1: 950 shares; 2025Q2: 1,010 shares; 2025Q3: 888 shares; 2025Q4: 889 shares; 2026Q1: 1,107 shares 1,107 $395K 0.01% +218 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,439 shares; 2025Q1: 1,849 shares; 2025Q2: 1,610 shares; 2025Q3: 1,227 shares; 2025Q4: 1,189 shares; 2026Q1: 1,214 shares 1,214 $389K 0.01% +25 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: not reported; 2024Q4: 7,068 shares; 2025Q1: 7,153 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 7,363 shares; 2026Q1: 7,363 shares 7,363 $388K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,445 shares; 2025Q2: 1,333 shares; 2025Q3: 1,326 shares; 2025Q4: 1,339 shares; 2026Q1: 1,348 shares 1,348 $387K 0.01% +9 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 1,715 shares; 2025Q2: 1,725 shares; 2025Q3: 1,715 shares; 2025Q4: 2,224 shares; 2026Q1: 1,875 shares 1,875 $371K 0.01% -349 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,757 shares; 2025Q1: 1,758 shares; 2025Q2: 1,761 shares; 2025Q3: 1,775 shares; 2025Q4: 1,777 shares; 2026Q1: 1,781 shares 1,781 $369K 0.01% +4 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 941 shares; 2026Q1: 1,018 shares 1,018 $363K 0.01% +77 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: 1,523 shares; 2026Q1: 1,445 shares 1,445 $362K 0.01% -78 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,684 shares; 2025Q1: 3,327 shares; 2025Q2: 3,333 shares; 2025Q3: 3,326 shares; 2025Q4: 3,225 shares; 2026Q1: 3,746 shares 3,746 $360K 0.01% +521 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,098 shares; 2024Q4: 9,900 shares; 2025Q1: 11,218 shares; 2025Q2: 11,001 shares; 2025Q3: 11,001 shares; 2025Q4: 11,001 shares; 2026Q1: 9,968 shares 9,968 $359K 0.01% -1,033 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,275 shares; 2025Q4: 5,746 shares; 2026Q1: 8,137 shares 8,137 $359K 0.01% +2,391 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares 1,128 $359K 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: 3,104 shares; 2026Q1: 3,106 shares 3,106 $358K 0.01% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,139 shares; 2025Q4: 2,929 shares; 2026Q1: 2,795 shares 2,795 $358K 0.01% -134 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,792 shares; 2026Q1: 2,268 shares 2,268 $357K 0.01% +476 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,653 shares; 2025Q1: 41,653 shares; 2025Q2: 41,553 shares; 2025Q3: 41,553 shares; 2025Q4: 42,218 shares; 2026Q1: 43,400 shares 43,400 $354K 0.01% +1,182 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,797 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $354K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,826 shares 8,826 $352K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 2,827 shares; 2025Q1: 2,569 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $349K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,956 shares; 2025Q1: 3,956 shares; 2025Q2: 3,956 shares; 2025Q3: 4,426 shares; 2025Q4: 4,437 shares; 2026Q1: 4,401 shares 4,401 $345K 0.01% -36 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 4,613 shares; 2025Q4: 5,424 shares; 2026Q1: 7,134 shares 7,134 $344K 0.01% +1,710 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,992 shares 23,992 $342K 0.01% new Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,151 shares 3,151 $342K 0.01% +5 Timeline IEV 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $340K 0.01% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 4,992 shares; 2025Q2: 4,992 shares; 2025Q3: 5,033 shares; 2025Q4: 5,041 shares; 2026Q1: 5,041 shares 5,041 $339K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,258 shares; 2025Q1: 2,967 shares; 2025Q2: 2,907 shares; 2025Q3: 2,825 shares; 2025Q4: 2,754 shares; 2026Q1: 2,789 shares 2,789 $338K 0.01% +35 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 7,048 shares; 2025Q2: 7,089 shares; 2025Q3: 7,530 shares; 2025Q4: 7,830 shares; 2026Q1: 10,530 shares 10,530 $337K 0.01% +2,700 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares 3,060 $335K 0.01% 0 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: 5,898 shares; 2024Q4: 6,163 shares; 2025Q1: 6,507 shares; 2025Q2: 6,184 shares; 2025Q3: 5,954 shares; 2025Q4: 6,300 shares; 2026Q1: 7,272 shares 7,272 $333K 0.01% +972 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,048 shares; 2026Q1: 1,609 shares 1,609 $332K 0.01% +561 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: 1,597 shares; 2024Q4: 1,686 shares; 2025Q1: 1,700 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 2,050 shares 2,050 $332K 0.01% +500 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,532 shares; 2025Q3: 1,584 shares; 2025Q4: 1,578 shares; 2026Q1: 1,559 shares 1,559 $329K 0.01% -19 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,286 shares; 2024Q4: 10,286 shares; 2025Q1: 9,288 shares; 2025Q2: 9,457 shares; 2025Q3: 9,432 shares; 2025Q4: 9,288 shares; 2026Q1: 9,288 shares 9,288 $326K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares 572 $322K 0.01% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $317K 0.01% new Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $315K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 8,676 shares; 2025Q1: not reported; 2025Q2: 8,311 shares; 2025Q3: 8,714 shares; 2025Q4: 8,948 shares; 2026Q1: 10,800 shares 10,800 $314K 0.01% +1,852 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,057 shares 1,057 $313K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,337 shares; 2025Q4: 1,353 shares; 2026Q1: 1,342 shares 1,342 $309K <0.01% -11 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 940 shares; 2025Q1: 1,140 shares; 2025Q2: 1,102 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,108 shares 1,108 $305K <0.01% +1 Timeline PICK 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: 5,071 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,234 shares; 2025Q4: 5,316 shares; 2026Q1: 5,316 shares 5,316 $301K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,082 shares 3,082 $299K <0.01% new 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: 6,604 shares; 2024Q4: 2,181 shares; 2025Q1: 2,502 shares; 2025Q2: 2,595 shares; 2025Q3: 2,503 shares; 2025Q4: 2,203 shares; 2026Q1: 2,720 shares 2,720 $298K <0.01% +517 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: 5,742 shares; 2024Q4: 5,742 shares; 2025Q1: 6,026 shares; 2025Q2: 3,535 shares; 2025Q3: 3,531 shares; 2025Q4: 3,529 shares; 2026Q1: 3,530 shares 3,530 $295K <0.01% +1 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,599 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,775 shares 1,775 $281K <0.01% +184 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 2,067 shares; 2026Q1: 2,206 shares 2,206 $279K <0.01% +139 Timeline VSS 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: 12,979 shares; 2024Q4: 3,091 shares; 2025Q1: 2,964 shares; 2025Q2: 2,060 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 1,902 shares 1,902 $277K <0.01% +12 Timeline MUB 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: 2,315 shares; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 2,600 shares 2,600 $276K <0.01% +730 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly 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: 9,076 shares; 2026Q1: 9,076 shares 9,076 $275K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 485 shares; 2025Q2: 490 shares; 2025Q3: 492 shares; 2025Q4: 497 shares; 2026Q1: 488 shares 488 $274K <0.01% -9 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,037 shares; 2025Q1: 1,237 shares; 2025Q2: 1,271 shares; 2025Q3: 1,281 shares; 2025Q4: 1,313 shares; 2026Q1: 1,317 shares 1,317 $271K <0.01% +4 Timeline EMXC 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: 3,414 shares; 2026Q1: 3,414 shares 3,414 $269K <0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,759 shares 4,759 $267K <0.01% +529 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,921 shares; 2025Q4: 3,921 shares; 2026Q1: 3,978 shares 3,978 $260K <0.01% +57 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 8,192 shares; 2025Q1: 7,224 shares; 2025Q2: 7,258 shares; 2025Q3: 5,872 shares; 2025Q4: not reported; 2026Q1: 3,932 shares 3,932 $255K <0.01% new 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: 685,347 shares; 2024Q4: 694,815 shares; 2025Q1: 1,039,216 shares; 2025Q2: 993,347 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,124 shares 6,124 $255K <0.01% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM 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: 1,500 shares 1,500 $254K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,434 shares; 2025Q3: 1,442 shares; 2025Q4: 1,404 shares; 2026Q1: 1,384 shares 1,384 $253K <0.01% -20 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,263 shares; 2025Q4: 2,256 shares; 2026Q1: 2,247 shares 2,247 $253K <0.01% -9 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,431 shares; 2024Q4: 4,419 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,459 shares; 2025Q4: 4,639 shares; 2026Q1: 5,089 shares 5,089 $250K <0.01% +450 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 1,944 shares; 2025Q3: 2,027 shares; 2025Q4: not reported; 2026Q1: 1,637 shares 1,637 $250K <0.01% new 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: 8,258 shares; 2024Q4: 8,102 shares; 2025Q1: 11,791 shares; 2025Q2: 11,861 shares; 2025Q3: 11,708 shares; 2025Q4: 11,929 shares; 2026Q1: 8,697 shares 8,697 $250K <0.01% -3,232 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $248K <0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 9,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,427 shares; 2025Q4: not reported; 2026Q1: 7,536 shares 7,536 $244K <0.01% new Timeline SHM 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: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,105 shares 5,105 $244K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,029 shares; 2024Q4: 330,664 shares; 2025Q1: 329,130 shares; 2025Q2: 5,225 shares; 2025Q3: 3,495 shares; 2025Q4: 3,708 shares; 2026Q1: 3,491 shares 3,491 $243K <0.01% -217 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 2,105 shares; 2025Q1: 1,498 shares; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares 1,169 $243K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,413 shares; 2025Q4: 4,413 shares; 2026Q1: 4,413 shares 4,413 $242K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,850 shares; 2026Q1: 9,865 shares 9,865 $241K <0.01% +15 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,589 shares; 2024Q4: 310,270 shares; 2025Q1: 307,498 shares; 2025Q2: 6,992 shares; 2025Q3: 5,139 shares; 2025Q4: 5,034 shares; 2026Q1: 4,990 shares 4,990 $237K <0.01% -44 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $237K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $231K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares 658 $227K <0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,125 shares; 2024Q4: 5,350 shares; 2025Q1: 373,364 shares; 2025Q2: 4,571 shares; 2025Q3: 2,593 shares; 2025Q4: 2,411 shares; 2026Q1: 2,504 shares 2,504 $227K <0.01% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,853 shares 3,853 $222K <0.01% new 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: 1,029 shares; 2024Q4: 1,017 shares; 2025Q1: 1,011 shares; 2025Q2: 1,008 shares; 2025Q3: 1,004 shares; 2025Q4: 1,003 shares; 2026Q1: 1,018 shares 1,018 $220K <0.01% +15 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,021 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,159 shares 5,159 $219K <0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $218K <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: not reported; 2026Q1: 64 shares 64 $216K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,703 shares 4,703 $215K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $212K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,146 shares 3,146 $209K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares 665 $209K <0.01% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,861 shares 5,861 $208K <0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,021 shares; 2025Q1: 973 shares; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 736 shares; 2026Q1: 712 shares 712 $204K <0.01% -24 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $203K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 4,069 shares 4,069 $203K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 451 shares; 2025Q2: 456 shares; 2025Q3: 464 shares; 2025Q4: 462 shares; 2026Q1: 372 shares 372 $201K <0.01% -90 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 10,375 shares; 2026Q1: 10,375 shares 10,375 $156K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 10,125 shares; 2025Q3: 10,125 shares; 2025Q4: 10,125 shares; 2026Q1: 10,125 shares 10,125 $96K <0.01% 0 Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $86.3K <0.01% 0 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,690 shares; 2024Q4: 43,690 shares; 2025Q1: 43,690 shares; 2025Q2: 43,690 shares; 2025Q3: 43,690 shares; 2025Q4: 43,690 shares; 2026Q1: 43,690 shares 43,690 $79.5K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 91,230 shares; 2025Q4: 29,730 shares; 2026Q1: 15,626 shares 15,626 $73.1K <0.01% -14,104 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,760 shares 11,760 $60.9K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: not reported; 2026Q1: 14,064 shares 14,064 $49.5K <0.01% new Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS 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: 100,000 shares; 2025Q3: not reported; 2025Q4: 27,500 shares; 2026Q1: 15,916 shares 15,916 $33.3K <0.01% -11,584 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150,000 shares; 2025Q1: 350,000 shares; 2025Q2: 370,000 shares; 2025Q3: 370,000 shares; 2025Q4: 370,000 shares; 2026Q1: 20,000 shares 20,000 $22.8K <0.01% -350,000 Timeline AMODW ALPHA MODUS HLDGS INC More: the full row for ALPHA MODUS 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: not reported; 2026Q1: 319,267 shares 319,267 $14.3K <0.01% new Timeline CTM CASTELLUM INC More: the full row for CASTELLUM 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: 22,000 shares 22,000 $13K <0.01% new Timeline BIGBEAR AI HLDGS INC BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI 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: not reported; 2026Q1: 25,000 shares 25,000 $11.3K <0.01% new MPU MEGA MATRIX INC More: the full row for MEGA MATRIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $9.12K <0.01% new Timeline CSAI CLOUDASTRUCTURE INC More: the full row for CLOUDASTRUCTURE 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: 10,000 shares 10,000 $6.08K <0.01% new Timeline