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: 423,320 shares; 2024Q4: 419,119 shares; 2025Q1: 651,792 shares; 2025Q2: 668,214 shares; 2025Q3: 660,620 shares; 2025Q4: 628,482 shares; 2026Q1: 602,258 shares 602,258 $171M 3.32% -26,224 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: 649,856 shares; 2024Q4: 663,700 shares; 2025Q1: 694,300 shares; 2025Q2: 671,133 shares; 2025Q3: 668,997 shares; 2025Q4: 685,642 shares; 2026Q1: 664,385 shares 664,385 $169M 3.29% -21,257 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: 278,341 shares; 2024Q4: 284,454 shares; 2025Q1: 401,364 shares; 2025Q2: 406,757 shares; 2025Q3: 406,136 shares; 2025Q4: 417,149 shares; 2026Q1: 428,997 shares 428,997 $157M 3.05% +11,848 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: 351,681 shares; 2024Q4: 351,095 shares; 2025Q1: 418,000 shares; 2025Q2: 409,708 shares; 2025Q3: 399,828 shares; 2025Q4: 419,147 shares; 2026Q1: 420,798 shares 420,798 $121M 2.36% +1,651 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: 744,301 shares; 2024Q4: 732,553 shares; 2025Q1: 731,746 shares; 2025Q2: 718,046 shares; 2025Q3: 705,402 shares; 2025Q4: 699,594 shares; 2026Q1: 652,679 shares 652,679 $114M 2.22% -46,915 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: 187,341 shares; 2024Q4: 202,486 shares; 2025Q1: 439,930 shares; 2025Q2: 389,669 shares; 2025Q3: 388,893 shares; 2025Q4: 351,598 shares; 2026Q1: 363,459 shares 363,459 $111M 2.15% +11,861 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: 438,102 shares; 2024Q4: 438,631 shares; 2025Q1: 454,057 shares; 2025Q2: 460,806 shares; 2025Q3: 468,800 shares; 2025Q4: 485,357 shares; 2026Q1: 484,699 shares 484,699 $101M 1.97% -658 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: 165,663 shares; 2024Q4: 162,929 shares; 2025Q1: 204,620 shares; 2025Q2: 197,040 shares; 2025Q3: 195,983 shares; 2025Q4: 192,661 shares; 2026Q1: 198,153 shares 198,153 $93.1M 1.82% +5,492 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: 84,239 shares; 2024Q4: 83,275 shares; 2025Q1: 159,788 shares; 2025Q2: 161,961 shares; 2025Q3: 160,327 shares; 2025Q4: 161,029 shares; 2026Q1: 163,666 shares 163,666 $91.2M 1.78% +2,637 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: 112,453 shares; 2024Q4: 114,184 shares; 2025Q1: 204,544 shares; 2025Q2: 206,974 shares; 2025Q3: 210,726 shares; 2025Q4: 221,859 shares; 2026Q1: 242,981 shares 242,981 $78M 1.52% +21,122 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: 458,524 shares; 2024Q4: 455,659 shares; 2025Q1: 819,853 shares; 2025Q2: 826,339 shares; 2025Q3: 813,935 shares; 2025Q4: 803,701 shares; 2026Q1: 843,977 shares 843,977 $77.3M 1.51% +40,276 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: 115,821 shares; 2024Q4: 115,096 shares; 2025Q1: 145,219 shares; 2025Q2: 143,769 shares; 2025Q3: 143,121 shares; 2025Q4: 141,766 shares; 2026Q1: 143,477 shares 143,477 $69.3M 1.35% +1,711 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: 179,994 shares; 2024Q4: 177,183 shares; 2025Q1: 191,565 shares; 2025Q2: 193,293 shares; 2025Q3: 194,552 shares; 2025Q4: 192,335 shares; 2026Q1: 192,112 shares 192,112 $68.7M 1.34% -223 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: 234,388 shares; 2024Q4: 230,704 shares; 2025Q1: 247,575 shares; 2025Q2: 247,182 shares; 2025Q3: 243,404 shares; 2025Q4: 233,662 shares; 2026Q1: 231,232 shares 231,232 $66.3M 1.29% -2,430 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: 134,559 shares; 2024Q4: 127,231 shares; 2025Q1: 150,727 shares; 2025Q2: 170,343 shares; 2025Q3: 200,723 shares; 2025Q4: 194,445 shares; 2026Q1: 165,653 shares 165,653 $56.6M 1.1% -28,792 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,415 shares; 2024Q4: 280,488 shares; 2025Q1: 287,218 shares; 2025Q2: 284,787 shares; 2025Q3: 284,461 shares; 2025Q4: 288,590 shares; 2026Q1: 285,104 shares 285,104 $56.5M 1.1% -3,486 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: 103,481 shares; 2024Q4: 100,926 shares; 2025Q1: 172,468 shares; 2025Q2: 180,927 shares; 2025Q3: 182,032 shares; 2025Q4: 182,740 shares; 2026Q1: 183,717 shares 183,717 $55.5M 1.08% +977 Timeline SPTI 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: not reported; 2025Q1: 1,337,412 shares; 2025Q2: 1,600,520 shares; 2025Q3: 1,784,909 shares; 2025Q4: 1,809,234 shares; 2026Q1: 1,846,575 shares 1,846,575 $52.9M 1.03% +37,341 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,372 shares; 2024Q4: 46,862 shares; 2025Q1: 142,860 shares; 2025Q2: 140,462 shares; 2025Q3: 140,956 shares; 2025Q4: 155,825 shares; 2026Q1: 160,792 shares 160,792 $50.6M 0.99% +4,967 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: 169,337 shares; 2024Q4: 169,992 shares; 2025Q1: 167,986 shares; 2025Q2: 163,529 shares; 2025Q3: 163,927 shares; 2025Q4: 158,342 shares; 2026Q1: 153,010 shares 153,010 $49M 0.96% -5,332 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: 47,450 shares; 2024Q4: 49,931 shares; 2025Q1: 93,913 shares; 2025Q2: 85,714 shares; 2025Q3: 86,761 shares; 2025Q4: 108,306 shares; 2026Q1: 154,265 shares 154,265 $48.7M 0.95% +45,959 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: 168,411 shares; 2024Q4: 168,481 shares; 2025Q1: 172,494 shares; 2025Q2: 178,705 shares; 2025Q3: 184,103 shares; 2025Q4: 370,688 shares; 2026Q1: 351,722 shares 351,722 $46.7M 0.91% -18,966 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: 171,641 shares; 2024Q4: 170,517 shares; 2025Q1: 340,175 shares; 2025Q2: 337,361 shares; 2025Q3: 347,092 shares; 2025Q4: 366,879 shares; 2026Q1: 369,203 shares 369,203 $46.3M 0.9% +2,324 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,514 shares; 2024Q4: 11,348 shares; 2025Q1: 136,435 shares; 2025Q2: 148,785 shares; 2025Q3: 155,724 shares; 2025Q4: 157,196 shares; 2026Q1: 162,478 shares 162,478 $45.7M 0.89% +5,282 Timeline IQLT 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: 580,243 shares; 2024Q4: 597,373 shares; 2025Q1: 631,352 shares; 2025Q2: 664,874 shares; 2025Q3: 761,475 shares; 2025Q4: 834,200 shares; 2026Q1: 947,863 shares 947,863 $43.8M 0.85% +113,663 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531,683 shares; 2025Q2: 598,339 shares; 2025Q3: 622,821 shares; 2025Q4: 613,708 shares; 2026Q1: 638,323 shares 638,323 $43.7M 0.85% +24,615 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: 34,461 shares; 2025Q2: 514,369 shares; 2025Q3: 523,205 shares; 2025Q4: 467,140 shares; 2026Q1: 492,898 shares 492,898 $43.5M 0.85% +25,758 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: 9,878 shares; 2024Q4: 202,996 shares; 2025Q1: 341,643 shares; 2025Q2: 428,751 shares; 2025Q3: 514,301 shares; 2025Q4: 582,289 shares; 2026Q1: 587,273 shares 587,273 $42.2M 0.82% +4,984 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: 411,190 shares; 2024Q4: 424,668 shares; 2025Q1: 429,655 shares; 2025Q2: 433,359 shares; 2025Q3: 418,891 shares; 2025Q4: 458,141 shares; 2026Q1: 450,895 shares 450,895 $41.9M 0.82% -7,246 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: 33,961 shares; 2024Q4: 32,245 shares; 2025Q1: 674,849 shares; 2025Q2: 703,116 shares; 2025Q3: 712,639 shares; 2025Q4: 809,500 shares; 2026Q1: 840,198 shares 840,198 $39.9M 0.78% +30,698 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: 28,277 shares; 2025Q1: 41,934 shares; 2025Q2: 40,999 shares; 2025Q3: 41,071 shares; 2025Q4: 40,838 shares; 2026Q1: 43,230 shares 43,230 $39.8M 0.78% +2,392 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: 113,231 shares; 2024Q4: 114,519 shares; 2025Q1: 236,140 shares; 2025Q2: 229,048 shares; 2025Q3: 229,134 shares; 2025Q4: 233,889 shares; 2026Q1: 216,249 shares 216,249 $39.2M 0.76% -17,640 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,576 shares; 2024Q4: 154,945 shares; 2025Q1: 148,420 shares; 2025Q2: 318,969 shares; 2025Q3: 340,532 shares; 2025Q4: 304,489 shares; 2026Q1: 333,786 shares 333,786 $38.2M 0.74% +29,297 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: not reported; 2024Q4: not reported; 2025Q1: 1,060,348 shares; 2025Q2: 1,086,586 shares; 2025Q3: 1,115,407 shares; 2025Q4: 1,123,142 shares; 2026Q1: 1,128,455 shares 1,128,455 $37.8M 0.74% +5,313 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: 99,420 shares; 2024Q4: 104,819 shares; 2025Q1: 101,823 shares; 2025Q2: 101,926 shares; 2025Q3: 107,260 shares; 2025Q4: 106,311 shares; 2026Q1: 107,264 shares 107,264 $37.7M 0.74% +953 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: 38,431 shares; 2024Q4: 44,023 shares; 2025Q1: 116,216 shares; 2025Q2: 114,048 shares; 2025Q3: 139,194 shares; 2025Q4: 163,620 shares; 2026Q1: 182,001 shares 182,001 $37.5M 0.73% +18,381 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,113 shares; 2024Q4: 39,634 shares; 2025Q1: 44,625 shares; 2025Q2: 45,617 shares; 2025Q3: 47,659 shares; 2025Q4: 50,997 shares; 2026Q1: 50,632 shares 50,632 $36.9M 0.72% -365 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: 154,087 shares; 2024Q4: 154,256 shares; 2025Q1: 158,559 shares; 2025Q2: 159,375 shares; 2025Q3: 159,842 shares; 2025Q4: 158,832 shares; 2026Q1: 153,613 shares 153,613 $36.3M 0.71% -5,219 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: 35,521 shares; 2024Q4: 35,756 shares; 2025Q1: 35,183 shares; 2025Q2: 35,114 shares; 2025Q3: 35,468 shares; 2025Q4: 36,594 shares; 2026Q1: 35,842 shares 35,842 $35.7M 0.7% -752 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: 123,561 shares; 2024Q4: 128,532 shares; 2025Q1: 153,938 shares; 2025Q2: 152,852 shares; 2025Q3: 147,424 shares; 2025Q4: 138,626 shares; 2026Q1: 133,778 shares 133,778 $35.6M 0.69% -4,848 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: 77,379 shares; 2024Q4: 75,921 shares; 2025Q1: 74,452 shares; 2025Q2: 73,852 shares; 2025Q3: 73,230 shares; 2025Q4: 71,255 shares; 2026Q1: 54,404 shares 54,404 $35.4M 0.69% -16,851 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: 58,500 shares; 2024Q4: 58,748 shares; 2025Q1: 53,278 shares; 2025Q2: 48,357 shares; 2025Q3: 47,503 shares; 2025Q4: 55,010 shares; 2026Q1: 50,765 shares 50,765 $34.6M 0.68% -4,245 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: 8,711 shares; 2024Q4: 8,860 shares; 2025Q1: 114,543 shares; 2025Q2: 117,923 shares; 2025Q3: 118,761 shares; 2025Q4: 118,961 shares; 2026Q1: 125,768 shares 125,768 $34.2M 0.67% +6,807 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: 193,998 shares; 2024Q4: 197,549 shares; 2025Q1: 301,562 shares; 2025Q2: 307,890 shares; 2025Q3: 309,095 shares; 2025Q4: 318,798 shares; 2026Q1: 339,644 shares 339,644 $33.5M 0.65% +20,846 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: 131,253 shares; 2024Q4: 129,115 shares; 2025Q1: 131,307 shares; 2025Q2: 135,459 shares; 2025Q3: 142,009 shares; 2025Q4: 161,130 shares; 2026Q1: 158,625 shares 158,625 $32.8M 0.64% -2,505 Timeline SPYM 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: 269,446 shares; 2024Q4: 295,715 shares; 2025Q1: 327,939 shares; 2025Q2: 373,635 shares; 2025Q3: 397,974 shares; 2025Q4: 412,877 shares; 2026Q1: 402,922 shares 402,922 $30.8M 0.6% -9,955 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: not reported; 2024Q4: not reported; 2025Q1: 519,309 shares; 2025Q2: 533,659 shares; 2025Q3: 539,055 shares; 2025Q4: 540,332 shares; 2026Q1: 526,441 shares 526,441 $30.8M 0.6% -13,891 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: 133,834 shares; 2024Q4: 128,659 shares; 2025Q1: 144,611 shares; 2025Q2: 141,574 shares; 2025Q3: 140,515 shares; 2025Q4: 160,092 shares; 2026Q1: 125,643 shares 125,643 $30.7M 0.6% -34,449 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: 323,249 shares 323,249 $30.5M 0.59% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,352 shares; 2024Q4: 208,545 shares; 2025Q1: 215,429 shares; 2025Q2: 216,117 shares; 2025Q3: 213,299 shares; 2025Q4: 204,472 shares; 2026Q1: 189,621 shares 189,621 $30.3M 0.59% -14,851 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,958 shares; 2025Q2: 63,559 shares; 2025Q3: 63,987 shares; 2025Q4: 63,748 shares; 2026Q1: 60,572 shares 60,572 $30M 0.59% -3,176 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345,453 shares; 2025Q2: 346,255 shares; 2025Q3: 354,320 shares; 2025Q4: 353,657 shares; 2026Q1: 363,710 shares 363,710 $29.6M 0.58% +10,053 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: 248,327 shares; 2024Q4: 235,801 shares; 2025Q1: 480,466 shares; 2025Q2: 484,766 shares; 2025Q3: 529,934 shares; 2025Q4: 549,983 shares; 2026Q1: 625,930 shares 625,930 $29.1M 0.57% +75,947 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,657 shares; 2025Q1: 84,174 shares; 2025Q2: 91,696 shares; 2025Q3: 112,769 shares; 2025Q4: 105,808 shares; 2026Q1: 111,899 shares 111,899 $28.8M 0.56% +6,091 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: 168,803 shares; 2024Q4: 181,093 shares; 2025Q1: 187,373 shares; 2025Q2: 178,318 shares; 2025Q3: 153,033 shares; 2025Q4: 134,784 shares; 2026Q1: 132,907 shares 132,907 $27.4M 0.53% -1,877 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: 633,873 shares; 2024Q4: 665,412 shares; 2025Q1: 671,749 shares; 2025Q2: 688,021 shares; 2025Q3: 755,295 shares; 2025Q4: 812,442 shares; 2026Q1: 814,103 shares 814,103 $27.3M 0.53% +1,661 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: 26,556 shares; 2024Q4: 26,612 shares; 2025Q1: 94,831 shares; 2025Q2: 103,305 shares; 2025Q3: 105,621 shares; 2025Q4: 107,880 shares; 2026Q1: 104,832 shares 104,832 $27.2M 0.53% -3,048 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 249,307 shares; 2025Q4: 345,030 shares; 2026Q1: 333,030 shares 333,030 $26.7M 0.52% -12,000 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,157 shares; 2024Q4: 18,677 shares; 2025Q1: 34,060 shares; 2025Q2: 33,958 shares; 2025Q3: 31,315 shares; 2025Q4: 30,408 shares; 2026Q1: 29,725 shares 29,725 $25.9M 0.51% -683 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: 214,159 shares; 2024Q4: 215,123 shares; 2025Q1: 190,210 shares; 2025Q2: 191,241 shares; 2025Q3: 201,838 shares; 2025Q4: 217,318 shares; 2026Q1: 205,589 shares 205,589 $25.6M 0.5% -11,729 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,125 shares; 2024Q4: 161,205 shares; 2025Q1: 180,794 shares; 2025Q2: 144,686 shares; 2025Q3: 158,497 shares; 2025Q4: 164,910 shares; 2026Q1: 182,197 shares 182,197 $24.5M 0.48% +17,287 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 231,277 shares; 2025Q2: 241,333 shares; 2025Q3: 249,475 shares; 2025Q4: 252,676 shares; 2026Q1: 256,676 shares 256,676 $24.4M 0.48% +4,000 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: 237,263 shares; 2024Q4: 257,313 shares; 2025Q1: 269,667 shares; 2025Q2: 269,276 shares; 2025Q3: 272,960 shares; 2025Q4: 304,219 shares; 2026Q1: 304,396 shares 304,396 $23.6M 0.46% +177 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: 603,577 shares; 2024Q4: 612,051 shares; 2025Q1: 558,550 shares; 2025Q2: 544,476 shares; 2025Q3: 542,316 shares; 2025Q4: 534,587 shares; 2026Q1: 534,093 shares 534,093 $21.9M 0.43% -494 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,128 shares; 2024Q4: 119,041 shares; 2025Q1: 117,022 shares; 2025Q2: 117,930 shares; 2025Q3: 114,617 shares; 2025Q4: 104,980 shares; 2026Q1: 104,408 shares 104,408 $21.8M 0.43% -572 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,728 shares; 2024Q4: 53,518 shares; 2025Q1: 60,427 shares; 2025Q2: 61,888 shares; 2025Q3: 61,905 shares; 2025Q4: 61,738 shares; 2026Q1: 62,897 shares 62,897 $21.5M 0.42% +1,159 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: 117,548 shares; 2024Q4: 109,212 shares; 2025Q1: 117,428 shares; 2025Q2: 112,209 shares; 2025Q3: 95,572 shares; 2025Q4: 91,406 shares; 2026Q1: 87,513 shares 87,513 $21.2M 0.41% -3,893 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: 11,752 shares; 2024Q4: 8,782 shares; 2025Q1: 192,253 shares; 2025Q2: 204,567 shares; 2025Q3: 207,350 shares; 2025Q4: 211,962 shares; 2026Q1: 213,528 shares 213,528 $20.6M 0.4% +1,566 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: 58,225 shares; 2024Q4: 58,951 shares; 2025Q1: 56,116 shares; 2025Q2: 52,413 shares; 2025Q3: 49,645 shares; 2025Q4: 47,467 shares; 2026Q1: 41,877 shares 41,877 $20.6M 0.4% -5,590 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: 97,754 shares; 2024Q4: 99,461 shares; 2025Q1: 101,324 shares; 2025Q2: 104,650 shares; 2025Q3: 108,888 shares; 2025Q4: 104,022 shares; 2026Q1: 95,201 shares 95,201 $20.5M 0.4% -8,821 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: 30,893 shares; 2024Q4: 32,205 shares; 2025Q1: 33,750 shares; 2025Q2: 34,088 shares; 2025Q3: 34,260 shares; 2025Q4: 35,253 shares; 2026Q1: 34,111 shares 34,111 $20.4M 0.4% -1,142 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,391 shares; 2025Q2: 200,825 shares; 2025Q3: 196,836 shares; 2025Q4: 195,892 shares; 2026Q1: 190,620 shares 190,620 $20.3M 0.4% -5,272 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,155 shares; 2025Q2: 81,625 shares; 2025Q3: 82,037 shares; 2025Q4: 82,478 shares; 2026Q1: 81,092 shares 81,092 $20M 0.39% -1,386 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,699 shares; 2024Q4: 14,025 shares; 2025Q1: 16,633 shares; 2025Q2: 26,548 shares; 2025Q3: 40,748 shares; 2025Q4: 40,882 shares; 2026Q1: 36,376 shares 36,376 $19.7M 0.38% -4,506 Timeline IBTG 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: 90,865 shares; 2024Q4: 460,684 shares; 2025Q1: 673,027 shares; 2025Q2: 734,491 shares; 2025Q3: 793,149 shares; 2025Q4: 877,139 shares; 2026Q1: 842,147 shares 842,147 $19.3M 0.38% -34,992 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: 40,714 shares; 2025Q1: 155,456 shares; 2025Q2: 168,192 shares; 2025Q3: 172,419 shares; 2025Q4: 174,701 shares; 2026Q1: 153,613 shares 153,613 $18.9M 0.37% -21,088 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: 80,357 shares; 2024Q4: 79,669 shares; 2025Q1: 70,069 shares; 2025Q2: 69,766 shares; 2025Q3: 59,345 shares; 2025Q4: 55,541 shares; 2026Q1: 52,539 shares 52,539 $18.9M 0.37% -3,002 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,742 shares; 2024Q4: 130,635 shares; 2025Q1: 153,093 shares; 2025Q2: 164,033 shares; 2025Q3: 166,505 shares; 2025Q4: 171,357 shares; 2026Q1: 158,914 shares 158,914 $18.7M 0.36% -12,443 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,034 shares; 2024Q4: 20,689 shares; 2025Q1: 33,332 shares; 2025Q2: 20,139 shares; 2025Q3: 20,339 shares; 2025Q4: 79,958 shares; 2026Q1: 74,643 shares 74,643 $18.6M 0.36% -5,315 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: 50,008 shares; 2024Q4: 51,727 shares; 2025Q1: 50,416 shares; 2025Q2: 51,585 shares; 2025Q3: 51,795 shares; 2025Q4: 52,361 shares; 2026Q1: 64,366 shares 64,366 $18.5M 0.36% +12,005 Timeline IGV 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: 11,079 shares; 2024Q4: 11,534 shares; 2025Q1: 15,836 shares; 2025Q2: 15,872 shares; 2025Q3: 17,667 shares; 2025Q4: 18,373 shares; 2026Q1: 228,028 shares 228,028 $18.3M 0.36% +209,655 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,321 shares; 2024Q4: 192,674 shares; 2025Q1: 193,473 shares; 2025Q2: 195,437 shares; 2025Q3: 234,368 shares; 2025Q4: 240,022 shares; 2026Q1: 233,574 shares 233,574 $18M 0.35% -6,448 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: 102,038 shares; 2024Q4: 102,145 shares; 2025Q1: 102,689 shares; 2025Q2: 101,647 shares; 2025Q3: 104,470 shares; 2025Q4: 102,849 shares; 2026Q1: 106,992 shares 106,992 $17.7M 0.34% +4,143 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: 82,488 shares; 2024Q4: 89,824 shares; 2025Q1: 100,323 shares; 2025Q2: 106,017 shares; 2025Q3: 106,269 shares; 2025Q4: 229,530 shares; 2026Q1: 229,860 shares 229,860 $17.5M 0.34% +330 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: 341,787 shares; 2025Q2: 350,253 shares; 2025Q3: 361,706 shares; 2025Q4: 359,160 shares; 2026Q1: 349,658 shares 349,658 $17.4M 0.34% -9,502 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 539,820 shares; 2025Q2: 592,128 shares; 2025Q3: 614,469 shares; 2025Q4: 632,275 shares; 2026Q1: 636,178 shares 636,178 $16.9M 0.33% +3,903 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: 101,303 shares; 2024Q4: 118,701 shares; 2025Q1: 119,044 shares; 2025Q2: 121,674 shares; 2025Q3: 118,483 shares; 2025Q4: 112,445 shares; 2026Q1: 114,551 shares 114,551 $16.8M 0.33% +2,106 Timeline IBTH 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: 32,454 shares; 2025Q4: 609,295 shares; 2026Q1: 734,551 shares 734,551 $16.5M 0.32% +125,256 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: 55,452 shares; 2024Q4: 55,423 shares; 2025Q1: 56,180 shares; 2025Q2: 56,510 shares; 2025Q3: 103,135 shares; 2025Q4: 102,064 shares; 2026Q1: 100,637 shares 100,637 $16.3M 0.32% -1,427 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: 105,318 shares; 2024Q4: 105,746 shares; 2025Q1: 110,830 shares; 2025Q2: 111,693 shares; 2025Q3: 116,103 shares; 2025Q4: 116,662 shares; 2026Q1: 135,824 shares 135,824 $16.1M 0.31% +19,162 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: 9,320 shares; 2024Q4: 19,695 shares; 2025Q1: 20,947 shares; 2025Q2: 21,173 shares; 2025Q3: 22,601 shares; 2025Q4: 23,950 shares; 2026Q1: 40,684 shares 40,684 $15.9M 0.31% +16,734 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: 92,582 shares; 2024Q4: 96,394 shares; 2025Q1: 112,416 shares; 2025Q2: 115,762 shares; 2025Q3: 108,343 shares; 2025Q4: 127,410 shares; 2026Q1: 117,867 shares 117,867 $15.4M 0.3% -9,543 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: 32,637 shares; 2024Q4: 47,085 shares; 2025Q1: 53,640 shares; 2025Q2: 54,365 shares; 2025Q3: 47,932 shares; 2025Q4: 50,447 shares; 2026Q1: 49,159 shares 49,159 $15.3M 0.3% -1,288 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: 310,624 shares; 2024Q4: 307,711 shares; 2025Q1: 313,079 shares; 2025Q2: 314,292 shares; 2025Q3: 309,460 shares; 2025Q4: 308,113 shares; 2026Q1: 306,654 shares 306,654 $15.1M 0.3% -1,459 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,565 shares; 2024Q4: 124,819 shares; 2025Q1: 124,788 shares; 2025Q2: 124,831 shares; 2025Q3: 128,666 shares; 2025Q4: 116,605 shares; 2026Q1: 87,256 shares 87,256 $15.1M 0.29% -29,349 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,051 shares; 2024Q4: 14,256 shares; 2025Q1: 12,741 shares; 2025Q2: 12,065 shares; 2025Q3: 11,834 shares; 2025Q4: 11,843 shares; 2026Q1: 11,822 shares 11,822 $14.9M 0.29% -21 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254,689 shares; 2025Q2: 263,217 shares; 2025Q3: 283,931 shares; 2025Q4: 290,676 shares; 2026Q1: 294,968 shares 294,968 $14.7M 0.29% +4,292 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: 50,331 shares; 2024Q4: 50,097 shares; 2025Q1: 85,208 shares; 2025Q2: 46,211 shares; 2025Q3: 46,981 shares; 2025Q4: 90,650 shares; 2026Q1: 86,234 shares 86,234 $14.6M 0.29% -4,416 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,837 shares; 2024Q4: 161,188 shares; 2025Q1: 162,913 shares; 2025Q2: 190,795 shares; 2025Q3: 208,638 shares; 2025Q4: 207,574 shares; 2026Q1: 215,152 shares 215,152 $14.6M 0.28% +7,578 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: 28,635 shares; 2024Q4: 29,643 shares; 2025Q1: 26,810 shares; 2025Q2: 26,608 shares; 2025Q3: 29,639 shares; 2025Q4: 30,961 shares; 2026Q1: 24,009 shares 24,009 $14.5M 0.28% -6,952 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,855 shares; 2024Q4: 88,199 shares; 2025Q1: 131,654 shares; 2025Q2: 151,840 shares; 2025Q3: 158,701 shares; 2025Q4: 151,886 shares; 2026Q1: 145,887 shares 145,887 $14.4M 0.28% -5,999 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: 22,648 shares; 2024Q4: 22,407 shares; 2025Q1: 24,304 shares; 2025Q2: 24,168 shares; 2025Q3: 23,823 shares; 2025Q4: 26,601 shares; 2026Q1: 25,470 shares 25,470 $14.3M 0.28% -1,131 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: 79,071 shares; 2024Q4: 240,564 shares; 2025Q1: 346,649 shares; 2025Q2: 364,787 shares; 2025Q3: 365,150 shares; 2025Q4: 470,751 shares; 2026Q1: 462,359 shares 462,359 $14.2M 0.28% -8,392 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,440 shares; 2024Q4: 77,620 shares; 2025Q1: 80,147 shares; 2025Q2: 79,110 shares; 2025Q3: 78,296 shares; 2025Q4: 81,469 shares; 2026Q1: 83,685 shares 83,685 $14.2M 0.28% +2,216 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: not reported; 2024Q4: not reported; 2025Q1: 146,405 shares; 2025Q2: 143,373 shares; 2025Q3: 144,182 shares; 2025Q4: 144,983 shares; 2026Q1: 167,391 shares 167,391 $14.1M 0.27% +22,408 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,000 shares; 2024Q4: 309,080 shares; 2025Q1: 385,696 shares; 2025Q2: 382,491 shares; 2025Q3: 253,467 shares; 2025Q4: 242,314 shares; 2026Q1: 149,722 shares 149,722 $14.1M 0.27% -92,592 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,668 shares; 2024Q4: 39,288 shares; 2025Q1: 38,514 shares; 2025Q2: 39,469 shares; 2025Q3: 40,348 shares; 2025Q4: 40,548 shares; 2026Q1: 41,816 shares 41,816 $13.3M 0.26% +1,268 Timeline SPSM 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: 333,983 shares; 2024Q4: 344,851 shares; 2025Q1: 348,659 shares; 2025Q2: 345,381 shares; 2025Q3: 286,674 shares; 2025Q4: 273,369 shares; 2026Q1: 273,617 shares 273,617 $13.2M 0.26% +248 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 4,010 shares; 2025Q1: 54,787 shares; 2025Q2: 52,808 shares; 2025Q3: 51,273 shares; 2025Q4: 51,330 shares; 2026Q1: 39,434 shares 39,434 $13.2M 0.26% -11,896 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,720 shares; 2024Q4: 76,883 shares; 2025Q1: 59,419 shares; 2025Q2: 58,968 shares; 2025Q3: 66,142 shares; 2025Q4: 64,102 shares; 2026Q1: 59,826 shares 59,826 $13.1M 0.26% -4,276 Timeline SPYG 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: 199,046 shares; 2024Q4: 194,484 shares; 2025Q1: 121,832 shares; 2025Q2: 127,207 shares; 2025Q3: 119,404 shares; 2025Q4: 120,894 shares; 2026Q1: 133,082 shares 133,082 $13M 0.25% +12,188 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,810 shares; 2024Q4: 139,884 shares; 2025Q1: 139,776 shares; 2025Q2: 142,852 shares; 2025Q3: 139,431 shares; 2025Q4: 136,071 shares; 2026Q1: 135,307 shares 135,307 $12.6M 0.25% -764 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,355 shares; 2024Q4: 57,188 shares; 2025Q1: 56,324 shares; 2025Q2: 56,697 shares; 2025Q3: 53,192 shares; 2025Q4: 53,549 shares; 2026Q1: 56,872 shares 56,872 $12.6M 0.25% +3,323 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: 31,527 shares; 2024Q4: 30,887 shares; 2025Q1: 32,194 shares; 2025Q2: 32,140 shares; 2025Q3: 31,594 shares; 2025Q4: 37,428 shares; 2026Q1: 37,001 shares 37,001 $11.9M 0.23% -427 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: 24,077 shares; 2024Q4: 23,520 shares; 2025Q1: 21,112 shares; 2025Q2: 20,102 shares; 2025Q3: 19,893 shares; 2025Q4: 19,470 shares; 2026Q1: 19,010 shares 19,010 $11.7M 0.23% -460 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,423 shares; 2024Q4: 170,709 shares; 2025Q1: 138,196 shares; 2025Q2: 78,795 shares; 2025Q3: 71,234 shares; 2025Q4: 75,456 shares; 2026Q1: 73,184 shares 73,184 $11.4M 0.22% -2,272 Timeline GRAL GRAIL INC More: the full row for GRAIL 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: 165,685 shares; 2025Q3: 245,315 shares; 2025Q4: 213,050 shares; 2026Q1: 217,100 shares 217,100 $11.2M 0.22% +4,050 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,249 shares; 2024Q4: 85,740 shares; 2025Q1: 89,693 shares; 2025Q2: 89,408 shares; 2025Q3: 85,144 shares; 2025Q4: 81,181 shares; 2026Q1: 76,080 shares 76,080 $11.2M 0.22% -5,101 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,762 shares; 2024Q4: 21,470 shares; 2025Q1: 21,560 shares; 2025Q2: 21,523 shares; 2025Q3: 21,425 shares; 2025Q4: 21,005 shares; 2026Q1: 20,605 shares 20,605 $11.1M 0.22% -400 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: 23,051 shares; 2024Q4: 22,936 shares; 2025Q1: 22,131 shares; 2025Q2: 21,412 shares; 2025Q3: 20,827 shares; 2025Q4: 19,774 shares; 2026Q1: 19,055 shares 19,055 $11M 0.21% -719 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,595 shares; 2024Q4: 16,674 shares; 2025Q1: not reported; 2025Q2: 777 shares; 2025Q3: 837 shares; 2025Q4: 8,713 shares; 2026Q1: 62,365 shares 62,365 $10.9M 0.21% +53,652 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: 7,268 shares; 2024Q4: 8,462 shares; 2025Q1: 9,379 shares; 2025Q2: 12,572 shares; 2025Q3: 12,434 shares; 2025Q4: 11,540 shares; 2026Q1: 11,755 shares 11,755 $10.8M 0.21% +215 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: 34,168 shares; 2024Q4: 34,034 shares; 2025Q1: 33,771 shares; 2025Q2: 33,933 shares; 2025Q3: 33,753 shares; 2025Q4: 27,940 shares; 2026Q1: 29,712 shares 29,712 $10.8M 0.21% +1,772 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 21 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $10.8M 0.21% 0 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: 60,003 shares; 2024Q4: 62,935 shares; 2025Q1: 60,174 shares; 2025Q2: 60,860 shares; 2025Q3: 60,543 shares; 2025Q4: 60,498 shares; 2026Q1: 55,626 shares 55,626 $10.7M 0.21% -4,872 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,929 shares; 2024Q4: 35,675 shares; 2025Q1: 47,200 shares; 2025Q2: 51,436 shares; 2025Q3: 38,740 shares; 2025Q4: 51,725 shares; 2026Q1: 68,489 shares 68,489 $10.6M 0.21% +16,764 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 242,965 shares; 2025Q2: 231,723 shares; 2025Q3: 231,677 shares; 2025Q4: 230,596 shares; 2026Q1: 263,179 shares 263,179 $10.5M 0.2% +32,583 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: 45,243 shares; 2024Q4: 44,711 shares; 2025Q1: 45,800 shares; 2025Q2: 45,517 shares; 2025Q3: 45,247 shares; 2025Q4: 44,316 shares; 2026Q1: 44,816 shares 44,816 $10.3M 0.2% +500 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: 13,495 shares; 2024Q4: 14,852 shares; 2025Q1: 15,236 shares; 2025Q2: 15,625 shares; 2025Q3: 16,009 shares; 2025Q4: 15,993 shares; 2026Q1: 15,745 shares 15,745 $10.3M 0.2% -248 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: 28,049 shares; 2024Q4: 30,733 shares; 2025Q1: 63,396 shares; 2025Q2: 65,524 shares; 2025Q3: 74,866 shares; 2025Q4: 86,715 shares; 2026Q1: 85,461 shares 85,461 $10.3M 0.2% -1,254 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 14,716 shares; 2025Q1: 13,962 shares; 2025Q2: 13,250 shares; 2025Q3: 13,025 shares; 2025Q4: 13,186 shares; 2026Q1: 13,284 shares 13,284 $9.68M 0.19% +98 Timeline XLC 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: 71,309 shares; 2024Q4: 75,355 shares; 2025Q1: 75,348 shares; 2025Q2: 80,049 shares; 2025Q3: 80,593 shares; 2025Q4: 84,613 shares; 2026Q1: 86,303 shares 86,303 $9.57M 0.19% +1,690 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,276 shares; 2024Q4: 80,392 shares; 2025Q1: 77,028 shares; 2025Q2: 78,070 shares; 2025Q3: 74,723 shares; 2025Q4: 57,996 shares; 2026Q1: 45,410 shares 45,410 $9.54M 0.19% -12,586 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: 58,028 shares; 2024Q4: 58,927 shares; 2025Q1: 70,067 shares; 2025Q2: 74,115 shares; 2025Q3: 72,202 shares; 2025Q4: 70,803 shares; 2026Q1: 64,822 shares 64,822 $9.36M 0.18% -5,981 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279,130 shares; 2024Q4: 1,347,980 shares; 2025Q1: 1,488,960 shares; 2025Q2: 962,360 shares; 2025Q3: 596,183 shares; 2025Q4: 605,983 shares; 2026Q1: 648,477 shares 648,477 $9.32M 0.18% +42,494 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: 58,936 shares; 2024Q4: 58,615 shares; 2025Q1: 62,973 shares; 2025Q2: 69,246 shares; 2025Q3: 64,962 shares; 2025Q4: 63,813 shares; 2026Q1: 67,886 shares 67,886 $9.23M 0.18% +4,073 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394,708 shares; 2026Q1: 497,028 shares 497,028 $9.15M 0.18% +102,320 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: 588,293 shares; 2024Q4: 464,092 shares; 2025Q1: 476,711 shares; 2025Q2: 488,523 shares; 2025Q3: 493,766 shares; 2025Q4: 548,099 shares; 2026Q1: 580,541 shares 580,541 $9.09M 0.18% +32,442 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,686 shares; 2024Q4: 73,490 shares; 2025Q1: 74,150 shares; 2025Q2: 74,673 shares; 2025Q3: 73,205 shares; 2025Q4: 73,838 shares; 2026Q1: 78,353 shares 78,353 $9M 0.18% +4,515 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,993 shares; 2024Q4: 34,954 shares; 2025Q1: 35,965 shares; 2025Q2: 37,675 shares; 2025Q3: 39,441 shares; 2025Q4: 80,316 shares; 2026Q1: 78,624 shares 78,624 $8.57M 0.17% -1,692 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: 123,225 shares 123,225 $8.54M 0.17% +121,325 Timeline SGOV 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: 28,698 shares; 2024Q4: 90,403 shares; 2025Q1: 66,699 shares; 2025Q2: 61,118 shares; 2025Q3: 80,014 shares; 2025Q4: 82,399 shares; 2026Q1: 84,625 shares 84,625 $8.52M 0.17% +2,226 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: 36,446 shares; 2024Q4: 38,126 shares; 2025Q1: 34,249 shares; 2025Q2: 33,752 shares; 2025Q3: 34,902 shares; 2025Q4: 35,587 shares; 2026Q1: 34,840 shares 34,840 $8.44M 0.16% -747 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: 13,392 shares; 2024Q4: 40,171 shares; 2025Q1: 38,004 shares; 2025Q2: 47,150 shares; 2025Q3: 47,421 shares; 2025Q4: 326,752 shares; 2026Q1: 335,409 shares 335,409 $8.42M 0.16% +8,657 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 60,409 shares; 2026Q1: 76,119 shares 76,119 $8.34M 0.16% +15,710 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: 89,919 shares; 2024Q4: 94,384 shares; 2025Q1: 94,545 shares; 2025Q2: 103,395 shares; 2025Q3: 97,020 shares; 2025Q4: 64,009 shares; 2026Q1: 46,917 shares 46,917 $8.14M 0.16% -17,092 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,889 shares; 2024Q4: 285,232 shares; 2025Q1: 221,555 shares; 2025Q2: 98,624 shares; 2025Q3: 76,334 shares; 2025Q4: 61,097 shares; 2026Q1: 174,899 shares 174,899 $7.91M 0.15% +113,802 Timeline SPMD 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: 110,006 shares; 2024Q4: 121,710 shares; 2025Q1: 133,574 shares; 2025Q2: 136,985 shares; 2025Q3: 128,239 shares; 2025Q4: 131,661 shares; 2026Q1: 132,763 shares 132,763 $7.86M 0.15% +1,102 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: 29,187 shares; 2024Q4: 26,552 shares; 2025Q1: 34,935 shares; 2025Q2: 34,905 shares; 2025Q3: 35,027 shares; 2025Q4: 33,830 shares; 2026Q1: 31,966 shares 31,966 $7.81M 0.15% -1,864 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: 40,436 shares; 2024Q4: 40,429 shares; 2025Q1: 35,201 shares; 2025Q2: 39,109 shares; 2025Q3: 38,561 shares; 2025Q4: 39,880 shares; 2026Q1: 50,126 shares 50,126 $7.37M 0.14% +10,246 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: 3,390 shares; 2026Q1: 61,777 shares 61,777 $7.13M 0.14% +58,387 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,121 shares; 2024Q4: 249,112 shares; 2025Q1: 263,607 shares; 2025Q2: 272,871 shares; 2025Q3: 283,204 shares; 2025Q4: 307,572 shares; 2026Q1: 343,290 shares 343,290 $7.01M 0.14% +35,718 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: 40,169 shares; 2024Q4: 41,618 shares; 2025Q1: 43,829 shares; 2025Q2: 45,302 shares; 2025Q3: 39,886 shares; 2025Q4: 38,805 shares; 2026Q1: 34,407 shares 34,407 $7M 0.14% -4,398 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,380 shares; 2026Q1: 72,670 shares 72,670 $6.93M 0.14% +5,290 Timeline QQQM 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: 23,127 shares; 2024Q4: 24,994 shares; 2025Q1: 27,649 shares; 2025Q2: 29,708 shares; 2025Q3: 32,484 shares; 2025Q4: 30,880 shares; 2026Q1: 29,130 shares 29,130 $6.92M 0.13% -1,750 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 38,904 shares; 2025Q4: 16,304 shares; 2026Q1: 17,355 shares 17,355 $6.88M 0.13% +1,051 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,753 shares; 2024Q4: 81,330 shares; 2025Q1: not reported; 2025Q2: 1,841 shares; 2025Q3: 18,484 shares; 2025Q4: 44,511 shares; 2026Q1: 41,171 shares 41,171 $6.76M 0.13% -3,340 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,822 shares; 2024Q4: 298,751 shares; 2025Q1: 325,467 shares; 2025Q2: 336,298 shares; 2025Q3: 339,616 shares; 2025Q4: 329,212 shares; 2026Q1: 343,489 shares 343,489 $6.74M 0.13% +14,277 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: 292,165 shares; 2024Q4: 309,022 shares; 2025Q1: 322,812 shares; 2025Q2: 395,657 shares; 2025Q3: 410,020 shares; 2025Q4: 409,535 shares; 2026Q1: 365,723 shares 365,723 $6.59M 0.13% -43,812 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: 213,494 shares; 2024Q4: 198,545 shares; 2025Q1: 272,475 shares; 2025Q2: 289,509 shares; 2025Q3: 272,869 shares; 2025Q4: 245,049 shares; 2026Q1: 178,029 shares 178,029 $6.54M 0.13% -67,020 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: 81,011 shares; 2024Q4: 87,452 shares; 2025Q1: 89,888 shares; 2025Q2: 94,030 shares; 2025Q3: 92,768 shares; 2025Q4: 98,900 shares; 2026Q1: 104,488 shares 104,488 $6.39M 0.12% +5,588 Timeline XBI 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: 95,423 shares; 2024Q4: 101,106 shares; 2025Q1: 51,445 shares; 2025Q2: 49,615 shares; 2025Q3: 50,789 shares; 2025Q4: 50,498 shares; 2026Q1: 49,897 shares 49,897 $6.37M 0.12% -601 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: 6,630 shares; 2024Q4: 7,009 shares; 2025Q1: 13,979 shares; 2025Q2: 13,688 shares; 2025Q3: 16,047 shares; 2025Q4: 16,242 shares; 2026Q1: 16,629 shares 16,629 $6.18M 0.12% +387 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,738 shares; 2024Q4: 108,951 shares; 2025Q1: 117,871 shares; 2025Q2: 97,735 shares; 2025Q3: 98,015 shares; 2025Q4: 93,233 shares; 2026Q1: 94,476 shares 94,476 $6.16M 0.12% +1,243 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: 14,406 shares; 2024Q4: 14,966 shares; 2025Q1: 23,756 shares; 2025Q2: 24,467 shares; 2025Q3: 24,766 shares; 2025Q4: 23,009 shares; 2026Q1: 18,084 shares 18,084 $6.11M 0.12% -4,925 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,379 shares; 2026Q1: 309,644 shares 309,644 $6.01M 0.12% +86,265 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,333 shares; 2024Q4: 214,066 shares; 2025Q1: 224,583 shares; 2025Q2: 236,260 shares; 2025Q3: 237,580 shares; 2025Q4: 251,108 shares; 2026Q1: 315,132 shares 315,132 $5.88M 0.11% +64,024 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: 46,450 shares; 2024Q4: 51,411 shares; 2025Q1: 51,041 shares; 2025Q2: 48,805 shares; 2025Q3: 47,996 shares; 2025Q4: 46,140 shares; 2026Q1: 46,154 shares 46,154 $5.74M 0.11% +14 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,071 shares; 2024Q4: 101,835 shares; 2025Q1: 91,341 shares; 2025Q2: 54,230 shares; 2025Q3: 52,705 shares; 2025Q4: 49,916 shares; 2026Q1: 47,525 shares 47,525 $5.62M 0.11% -2,391 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: 14,545 shares; 2024Q4: 14,703 shares; 2025Q1: 13,771 shares; 2025Q2: 13,256 shares; 2025Q3: 13,125 shares; 2025Q4: 12,941 shares; 2026Q1: 12,647 shares 12,647 $5.52M 0.11% -294 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: 22,788 shares; 2024Q4: 21,374 shares; 2025Q1: 26,060 shares; 2025Q2: 27,178 shares; 2025Q3: 30,827 shares; 2025Q4: 30,274 shares; 2026Q1: 30,140 shares 30,140 $5.49M 0.11% -134 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,099 shares; 2024Q4: 86,616 shares; 2025Q1: 88,595 shares; 2025Q2: 99,335 shares; 2025Q3: 100,312 shares; 2025Q4: 126,222 shares; 2026Q1: 119,431 shares 119,431 $5.45M 0.11% -6,791 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: 1,260 shares; 2024Q4: 2,128 shares; 2025Q1: 2,851 shares; 2025Q2: 3,056 shares; 2025Q3: 4,892 shares; 2025Q4: 4,907 shares; 2026Q1: 3,999 shares 3,999 $5.28M 0.1% -908 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,771 shares; 2024Q4: 18,899 shares; 2025Q1: 17,856 shares; 2025Q2: 17,741 shares; 2025Q3: 17,572 shares; 2025Q4: 20,709 shares; 2026Q1: 20,471 shares 20,471 $5.08M 0.1% -238 Timeline IMCB 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: 6,935 shares; 2025Q3: 55,676 shares; 2025Q4: 60,468 shares; 2026Q1: 60,331 shares 60,331 $5.03M 0.1% -137 Timeline IYW 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: 32,887 shares; 2024Q4: 32,284 shares; 2025Q1: 29,119 shares; 2025Q2: 28,943 shares; 2025Q3: 29,455 shares; 2025Q4: 28,631 shares; 2026Q1: 27,433 shares 27,433 $4.98M 0.1% -1,198 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,010 shares; 2024Q4: 13,002 shares; 2025Q1: 21,941 shares; 2025Q2: 21,794 shares; 2025Q3: 24,541 shares; 2025Q4: 25,366 shares; 2026Q1: 22,929 shares 22,929 $4.92M 0.1% -2,437 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,646 shares; 2024Q4: 52,203 shares; 2025Q1: 55,401 shares; 2025Q2: 60,536 shares; 2025Q3: 67,042 shares; 2025Q4: 105,792 shares; 2026Q1: 105,809 shares 105,809 $4.86M 0.09% +17 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: 32,548 shares; 2024Q4: 32,396 shares; 2025Q1: 32,498 shares; 2025Q2: 34,563 shares; 2025Q3: 35,339 shares; 2025Q4: 35,379 shares; 2026Q1: 34,858 shares 34,858 $4.86M 0.09% -521 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: 576,215 shares; 2024Q4: 514,699 shares; 2025Q1: 445,585 shares; 2025Q2: 424,582 shares; 2025Q3: 268,704 shares; 2025Q4: 298,959 shares; 2026Q1: 166,965 shares 166,965 $4.81M 0.09% -131,994 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,695 shares; 2024Q4: 15,456 shares; 2025Q1: 20,745 shares; 2025Q2: 20,325 shares; 2025Q3: 20,001 shares; 2025Q4: 19,861 shares; 2026Q1: 18,304 shares 18,304 $4.76M 0.09% -1,557 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: 1,120 shares; 2024Q4: 1,230 shares; 2025Q1: 1,291 shares; 2025Q2: 1,302 shares; 2025Q3: 1,275 shares; 2025Q4: 1,363 shares; 2026Q1: 1,365 shares 1,365 $4.61M 0.09% +2 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: 103,646 shares; 2024Q4: 47,769 shares; 2025Q1: 55,326 shares; 2025Q2: 47,931 shares; 2025Q3: 43,791 shares; 2025Q4: 154,550 shares; 2026Q1: 161,017 shares 161,017 $4.52M 0.09% +6,467 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,939 shares; 2024Q4: 109,381 shares; 2025Q1: 96,747 shares; 2025Q2: 78,049 shares; 2025Q3: 74,026 shares; 2025Q4: 85,761 shares; 2026Q1: 86,397 shares 86,397 $4.49M 0.09% +636 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: 2,862 shares; 2024Q4: 2,147 shares; 2025Q1: 5,295 shares; 2025Q2: 6,295 shares; 2025Q3: 6,419 shares; 2025Q4: 14,899 shares; 2026Q1: 14,817 shares 14,817 $4.48M 0.09% -82 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: 1,452 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,828 shares; 2025Q3: 28,963 shares; 2025Q4: 32,943 shares; 2026Q1: 36,677 shares 36,677 $4.45M 0.09% +3,734 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: 6,348 shares; 2024Q4: 8,138 shares; 2025Q1: 11,378 shares; 2025Q2: 18,573 shares; 2025Q3: 18,821 shares; 2025Q4: 19,307 shares; 2026Q1: 17,676 shares 17,676 $4.43M 0.09% -1,631 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: 5,825 shares; 2024Q4: 4,988 shares; 2025Q1: 5,173 shares; 2025Q2: 5,591 shares; 2025Q3: 5,795 shares; 2025Q4: 5,522 shares; 2026Q1: 5,214 shares 5,214 $4.41M 0.09% -308 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: 17,784 shares; 2024Q4: 35,058 shares; 2025Q1: 31,142 shares; 2025Q2: 35,114 shares; 2025Q3: 35,299 shares; 2025Q4: 177,801 shares; 2026Q1: 177,765 shares 177,765 $4.4M 0.09% -36 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,493 shares; 2025Q1: 6,856 shares; 2025Q2: 6,958 shares; 2025Q3: 9,033 shares; 2025Q4: 8,800 shares; 2026Q1: 8,002 shares 8,002 $4.35M 0.08% -798 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,921 shares; 2024Q4: 14,901 shares; 2025Q1: 14,801 shares; 2025Q2: 15,031 shares; 2025Q3: 14,986 shares; 2025Q4: 14,891 shares; 2026Q1: 15,571 shares 15,571 $4.27M 0.08% +680 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: 18,374 shares; 2024Q4: 18,959 shares; 2025Q1: 19,408 shares; 2025Q2: 20,213 shares; 2025Q3: 21,213 shares; 2025Q4: 20,715 shares; 2026Q1: 21,614 shares 21,614 $4.24M 0.08% +899 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: 39,228 shares; 2024Q4: 42,656 shares; 2025Q1: 42,612 shares; 2025Q2: 39,204 shares; 2025Q3: 24,205 shares; 2025Q4: 19,166 shares; 2026Q1: 18,602 shares 18,602 $4.2M 0.08% -564 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: 4,748 shares; 2024Q4: 4,416 shares; 2025Q1: 6,420 shares; 2025Q2: 3,901 shares; 2025Q3: 3,868 shares; 2025Q4: 4,785 shares; 2026Q1: 4,657 shares 4,657 $4.17M 0.08% -128 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: 87,618 shares; 2024Q4: 91,487 shares; 2025Q1: 98,733 shares; 2025Q2: 103,467 shares; 2025Q3: 60,806 shares; 2025Q4: 26,641 shares; 2026Q1: 20,782 shares 20,782 $4.12M 0.08% -5,859 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: 14,351 shares; 2024Q4: 18,468 shares; 2025Q1: 19,990 shares; 2025Q2: 22,805 shares; 2025Q3: 25,104 shares; 2025Q4: 25,113 shares; 2026Q1: 25,919 shares 25,919 $4.08M 0.08% +806 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,577 shares; 2024Q4: 45,399 shares; 2025Q1: 54,721 shares; 2025Q2: 58,264 shares; 2025Q3: 38,126 shares; 2025Q4: 34,449 shares; 2026Q1: 19,484 shares 19,484 $4.07M 0.08% -14,965 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: 5,512 shares; 2024Q4: 8,705 shares; 2025Q1: 16,072 shares; 2025Q2: 18,670 shares; 2025Q3: 28,221 shares; 2025Q4: 31,110 shares; 2026Q1: 30,805 shares 30,805 $4.04M 0.08% -305 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,802 shares; 2024Q4: 153,155 shares; 2025Q1: 162,760 shares; 2025Q2: 172,708 shares; 2025Q3: 181,185 shares; 2025Q4: 177,601 shares; 2026Q1: 241,190 shares 241,190 $4.03M 0.08% +63,589 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: 84,741 shares; 2024Q4: 95,197 shares; 2025Q1: 93,149 shares; 2025Q2: 97,678 shares; 2025Q3: 20,537 shares; 2025Q4: 50,403 shares; 2026Q1: 65,391 shares 65,391 $4.01M 0.08% +14,988 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,860 shares; 2025Q1: 88,195 shares; 2025Q2: 91,867 shares; 2025Q3: 110,968 shares; 2025Q4: 130,845 shares; 2026Q1: 154,147 shares 154,147 $3.9M 0.08% +23,302 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,857 shares; 2024Q4: 16,812 shares; 2025Q1: 16,738 shares; 2025Q2: 15,927 shares; 2025Q3: 15,717 shares; 2025Q4: 14,857 shares; 2026Q1: 13,612 shares 13,612 $3.77M 0.07% -1,245 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,977 shares; 2024Q4: 12,909 shares; 2025Q1: 13,605 shares; 2025Q2: 13,580 shares; 2025Q3: 12,741 shares; 2025Q4: 12,855 shares; 2026Q1: 12,866 shares 12,866 $3.75M 0.07% +11 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,586 shares; 2024Q4: 259,770 shares; 2025Q1: 259,167 shares; 2025Q2: 250,812 shares; 2025Q3: 234,242 shares; 2025Q4: 206,351 shares; 2026Q1: 189,027 shares 189,027 $3.69M 0.07% -17,324 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: 46,876 shares; 2024Q4: 49,280 shares; 2025Q1: 59,659 shares; 2025Q2: 59,307 shares; 2025Q3: 68,642 shares; 2025Q4: 70,702 shares; 2026Q1: 62,628 shares 62,628 $3.68M 0.07% -8,074 Timeline IWO 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: 9,181 shares; 2024Q4: 10,610 shares; 2025Q1: 11,273 shares; 2025Q2: 11,970 shares; 2025Q3: 11,839 shares; 2025Q4: 11,869 shares; 2026Q1: 11,575 shares 11,575 $3.63M 0.07% -294 Timeline IXUS 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: 28,614 shares; 2024Q4: 28,622 shares; 2025Q1: 28,622 shares; 2025Q2: 42,449 shares; 2025Q3: 41,605 shares; 2025Q4: 41,674 shares; 2026Q1: 41,674 shares 41,674 $3.61M 0.07% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,397 shares; 2024Q4: 11,445 shares; 2025Q1: 17,499 shares; 2025Q2: 19,248 shares; 2025Q3: 19,375 shares; 2025Q4: 19,998 shares; 2026Q1: 18,666 shares 18,666 $3.58M 0.07% -1,332 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,646 shares; 2025Q3: 10,227 shares; 2025Q4: 10,669 shares; 2026Q1: 10,539 shares 10,539 $3.56M 0.07% -130 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 7,896 shares; 2025Q1: 8,900 shares; 2025Q2: 9,594 shares; 2025Q3: 12,679 shares; 2025Q4: 16,189 shares; 2026Q1: 16,644 shares 16,644 $3.53M 0.07% +455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,898 shares; 2026Q1: 44,828 shares 44,828 $3.51M 0.07% -70 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: 50,832 shares; 2024Q4: 50,997 shares; 2025Q1: 52,661 shares; 2025Q2: 52,429 shares; 2025Q3: 53,815 shares; 2025Q4: 53,510 shares; 2026Q1: 52,971 shares 52,971 $3.5M 0.07% -539 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,554 shares; 2025Q3: 43,759 shares; 2025Q4: 41,911 shares; 2026Q1: 33,685 shares 33,685 $3.5M 0.07% -8,226 Timeline VCIT 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: 23,856 shares; 2024Q4: 24,796 shares; 2025Q1: 26,531 shares; 2025Q2: 27,467 shares; 2025Q3: 29,355 shares; 2025Q4: 31,487 shares; 2026Q1: 41,641 shares 41,641 $3.45M 0.07% +10,154 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,280 shares; 2025Q1: 1,519 shares; 2025Q2: 2,498 shares; 2025Q3: 3,871 shares; 2025Q4: 39,565 shares; 2026Q1: 35,449 shares 35,449 $3.41M 0.07% -4,116 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: 62,311 shares; 2024Q4: 59,696 shares; 2025Q1: 57,576 shares; 2025Q2: 56,237 shares; 2025Q3: 55,352 shares; 2025Q4: 53,852 shares; 2026Q1: 51,445 shares 51,445 $3.37M 0.07% -2,407 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: 1,435 shares; 2024Q4: 1,536 shares; 2025Q1: 28,944 shares; 2025Q2: 37,191 shares; 2025Q3: 38,865 shares; 2025Q4: 42,185 shares; 2026Q1: 28,834 shares 28,834 $3.32M 0.06% -13,351 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,228 shares; 2024Q4: 32,994 shares; 2025Q1: 39,802 shares; 2025Q2: 43,387 shares; 2025Q3: 43,558 shares; 2025Q4: 45,790 shares; 2026Q1: 44,022 shares 44,022 $3.31M 0.06% -1,768 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: 9,558 shares; 2024Q4: 9,555 shares; 2025Q1: 8,671 shares; 2025Q2: 9,493 shares; 2025Q3: 9,457 shares; 2025Q4: 9,458 shares; 2026Q1: 9,611 shares 9,611 $3.3M 0.06% +153 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: 9,936 shares; 2024Q4: 32,968 shares; 2025Q1: 37,391 shares; 2025Q2: 42,844 shares; 2025Q3: 56,824 shares; 2025Q4: 64,265 shares; 2026Q1: 116,986 shares 116,986 $3.26M 0.06% +52,721 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,040 shares; 2025Q2: 22,701 shares; 2025Q3: 24,068 shares; 2025Q4: 23,993 shares; 2026Q1: 23,971 shares 23,971 $3.24M 0.06% -22 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: 15,651 shares; 2024Q4: 18,575 shares; 2025Q1: 20,229 shares; 2025Q2: 21,023 shares; 2025Q3: 21,718 shares; 2025Q4: 22,059 shares; 2026Q1: 21,720 shares 21,720 $3.22M 0.06% -339 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: 21,087 shares; 2024Q4: 20,337 shares; 2025Q1: 19,941 shares; 2025Q2: 20,276 shares; 2025Q3: 23,518 shares; 2025Q4: 26,938 shares; 2026Q1: 32,900 shares 32,900 $3.2M 0.06% +5,962 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: 7,599 shares; 2024Q4: 7,049 shares; 2025Q1: 6,967 shares; 2025Q2: 7,624 shares; 2025Q3: 7,843 shares; 2025Q4: 7,263 shares; 2026Q1: 7,350 shares 7,350 $3.16M 0.06% +87 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: not reported; 2025Q3: not reported; 2025Q4: 29,598 shares; 2026Q1: 29,603 shares 29,603 $3.14M 0.06% +5 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,416 shares; 2024Q4: 75,650 shares; 2025Q1: 71,057 shares; 2025Q2: 71,589 shares; 2025Q3: 72,288 shares; 2025Q4: 69,398 shares; 2026Q1: 63,486 shares 63,486 $3.09M 0.06% -5,912 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: 37,246 shares; 2024Q4: 32,209 shares; 2025Q1: 30,849 shares; 2025Q2: 31,118 shares; 2025Q3: 31,710 shares; 2025Q4: 30,912 shares; 2026Q1: 26,666 shares 26,666 $3.02M 0.06% -4,246 Timeline NYF 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: 49,287 shares; 2025Q2: 50,936 shares; 2025Q3: 53,794 shares; 2025Q4: 54,054 shares; 2026Q1: 55,891 shares 55,891 $2.97M 0.06% +1,837 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: 38,681 shares; 2024Q4: 37,230 shares; 2025Q1: 47,448 shares; 2025Q2: 52,223 shares; 2025Q3: 49,506 shares; 2025Q4: 46,499 shares; 2026Q1: 43,416 shares 43,416 $2.93M 0.06% -3,083 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,586 shares; 2024Q4: 16,696 shares; 2025Q1: 18,044 shares; 2025Q2: 16,164 shares; 2025Q3: 19,992 shares; 2025Q4: 63,196 shares; 2026Q1: 63,405 shares 63,405 $2.91M 0.06% +209 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: 6,816 shares; 2024Q4: 5,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,695 shares; 2026Q1: 40,061 shares 40,061 $2.88M 0.06% -8,634 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: 21,392 shares; 2024Q4: 21,586 shares; 2025Q1: 22,162 shares; 2025Q2: 21,636 shares; 2025Q3: 21,104 shares; 2025Q4: 21,021 shares; 2026Q1: 19,612 shares 19,612 $2.86M 0.06% -1,409 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: 19,243 shares; 2024Q4: 19,162 shares; 2025Q1: 33,306 shares; 2025Q2: 33,706 shares; 2025Q3: 33,506 shares; 2025Q4: 33,956 shares; 2026Q1: 33,138 shares 33,138 $2.82M 0.06% -818 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 79,168 shares; 2026Q1: 85,312 shares 85,312 $2.82M 0.06% +6,144 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: 2,677 shares; 2024Q4: 2,689 shares; 2025Q1: 2,431 shares; 2025Q2: 3,365 shares; 2025Q3: 3,847 shares; 2025Q4: 4,019 shares; 2026Q1: 3,961 shares 3,961 $2.81M 0.05% -58 Timeline EFG 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: 21,601 shares; 2024Q4: 22,294 shares; 2025Q1: 23,529 shares; 2025Q2: 23,614 shares; 2025Q3: 22,938 shares; 2025Q4: 23,726 shares; 2026Q1: 25,077 shares 25,077 $2.79M 0.05% +1,351 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: 7,739 shares; 2025Q3: 10,213 shares; 2025Q4: 16,647 shares; 2026Q1: 15,097 shares 15,097 $2.75M 0.05% -1,550 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,131 shares; 2024Q4: 18,901 shares; 2025Q1: 18,501 shares; 2025Q2: 18,326 shares; 2025Q3: 45,823 shares; 2025Q4: 42,582 shares; 2026Q1: 32,045 shares 32,045 $2.7M 0.05% -10,537 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,504 shares 34,504 $2.63M 0.05% 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: 19,951 shares; 2024Q4: 25,959 shares; 2025Q1: 28,944 shares; 2025Q2: 24,689 shares; 2025Q3: 24,258 shares; 2025Q4: 30,557 shares; 2026Q1: 31,577 shares 31,577 $2.51M 0.05% +1,020 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,205 shares; 2024Q4: 33,205 shares; 2025Q1: 37,455 shares; 2025Q2: 39,105 shares; 2025Q3: 40,130 shares; 2025Q4: 34,585 shares; 2026Q1: 33,785 shares 33,785 $2.48M 0.05% -800 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: 970 shares; 2024Q4: 972 shares; 2025Q1: 971 shares; 2025Q2: 989 shares; 2025Q3: 2,765 shares; 2025Q4: 2,752 shares; 2026Q1: 2,815 shares 2,815 $2.44M 0.05% +63 Timeline SCHO 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: 7,436 shares; 2024Q4: 12,055 shares; 2025Q1: 11,081 shares; 2025Q2: 9,803 shares; 2025Q3: 9,803 shares; 2025Q4: 96,010 shares; 2026Q1: 99,276 shares 99,276 $2.41M 0.05% +3,266 Timeline SCHZ 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: 10,538 shares; 2024Q4: 42,636 shares; 2025Q1: 47,414 shares; 2025Q2: 50,539 shares; 2025Q3: 53,250 shares; 2025Q4: 95,672 shares; 2026Q1: 102,903 shares 102,903 $2.39M 0.05% +7,231 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 2,107 shares; 2025Q4: 3,294 shares; 2026Q1: 4,245 shares 4,245 $2.31M 0.05% +951 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,675 shares; 2024Q4: 22,315 shares; 2025Q1: 21,820 shares; 2025Q2: 21,195 shares; 2025Q3: 23,962 shares; 2025Q4: 24,378 shares; 2026Q1: 23,008 shares 23,008 $2.29M 0.04% -1,370 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,347 shares; 2024Q4: 32,016 shares; 2025Q1: 31,147 shares; 2025Q2: 29,053 shares; 2025Q3: 26,445 shares; 2025Q4: 24,906 shares; 2026Q1: 25,435 shares 25,435 $2.26M 0.04% +529 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: 2,152 shares; 2024Q4: 2,269 shares; 2025Q1: 2,342 shares; 2025Q2: 2,342 shares; 2025Q3: 2,343 shares; 2025Q4: 2,411 shares; 2026Q1: 3,173 shares 3,173 $2.21M 0.04% +762 Timeline IXN 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: 22,461 shares; 2024Q4: 22,316 shares; 2025Q1: 22,743 shares; 2025Q2: 22,343 shares; 2025Q3: 22,738 shares; 2025Q4: 22,057 shares; 2026Q1: 21,242 shares 21,242 $2.12M 0.04% -815 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,050 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,081 shares; 2026Q1: 4,851 shares 4,851 $2.12M 0.04% +3,770 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: 6,383 shares; 2024Q4: 12,263 shares; 2025Q1: 12,245 shares; 2025Q2: 10,909 shares; 2025Q3: 10,835 shares; 2025Q4: 14,145 shares; 2026Q1: 22,765 shares 22,765 $2.1M 0.04% +8,620 Timeline SMH 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: 2,243 shares; 2024Q4: 2,600 shares; 2025Q1: 2,902 shares; 2025Q2: 6,802 shares; 2025Q3: 6,710 shares; 2025Q4: 6,807 shares; 2026Q1: 5,243 shares 5,243 $2.01M 0.04% -1,564 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: 24,691 shares; 2024Q4: 26,846 shares; 2025Q1: 23,723 shares; 2025Q2: 24,115 shares; 2025Q3: 24,248 shares; 2025Q4: 26,690 shares; 2026Q1: 24,443 shares 24,443 $2M 0.04% -2,247 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,635 shares; 2024Q4: 15,458 shares; 2025Q1: 15,122 shares; 2025Q2: 15,232 shares; 2025Q3: 15,232 shares; 2025Q4: 15,232 shares; 2026Q1: 15,182 shares 15,182 $1.99M 0.04% -50 Timeline VONG 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: 9,871 shares; 2024Q4: 12,071 shares; 2025Q1: 12,818 shares; 2025Q2: 17,817 shares; 2025Q3: 18,438 shares; 2025Q4: 18,475 shares; 2026Q1: 18,151 shares 18,151 $1.99M 0.04% -324 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,440 shares 30,440 $1.98M 0.04% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,333 shares; 2025Q2: 7,333 shares; 2025Q3: 7,098 shares; 2025Q4: 6,979 shares; 2026Q1: 5,941 shares 5,941 $1.98M 0.04% -1,038 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: 12,410 shares; 2024Q4: 12,335 shares; 2025Q1: 12,389 shares; 2025Q2: 13,084 shares; 2025Q3: 12,248 shares; 2025Q4: 13,082 shares; 2026Q1: 13,081 shares 13,081 $1.98M 0.04% -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: 7,522 shares; 2024Q4: 17,105 shares; 2025Q1: 18,007 shares; 2025Q2: 17,645 shares; 2025Q3: 17,010 shares; 2025Q4: 17,188 shares; 2026Q1: 14,507 shares 14,507 $1.91M 0.04% -2,681 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,726 shares; 2026Q1: 27,308 shares 27,308 $1.91M 0.04% +582 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,015 shares; 2025Q1: 58,237 shares; 2025Q2: 61,376 shares; 2025Q3: 79,641 shares; 2025Q4: 103,936 shares; 2026Q1: 115,802 shares 115,802 $1.91M 0.04% +11,866 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: 6,628 shares; 2024Q4: 10,336 shares; 2025Q1: 10,083 shares; 2025Q2: 9,453 shares; 2025Q3: 9,433 shares; 2025Q4: 9,433 shares; 2026Q1: 9,333 shares 9,333 $1.9M 0.04% -100 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,468 shares; 2024Q4: 10,494 shares; 2025Q1: 10,237 shares; 2025Q2: 26,162 shares; 2025Q3: 20,894 shares; 2025Q4: 25,498 shares; 2026Q1: 26,262 shares 26,262 $1.87M 0.04% +764 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,337 shares; 2024Q4: 23,017 shares; 2025Q1: 21,628 shares; 2025Q2: 21,835 shares; 2025Q3: 24,931 shares; 2025Q4: 23,244 shares; 2026Q1: 24,135 shares 24,135 $1.82M 0.04% +891 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,745 shares; 2024Q4: 28,480 shares; 2025Q1: 8,212 shares; 2025Q2: 7,812 shares; 2025Q3: 7,812 shares; 2025Q4: 7,812 shares; 2026Q1: 5,777 shares 5,777 $1.82M 0.04% -2,035 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: 11,869 shares; 2024Q4: 11,669 shares; 2025Q1: 11,669 shares; 2025Q2: 12,253 shares; 2025Q3: 12,234 shares; 2025Q4: 12,434 shares; 2026Q1: 11,859 shares 11,859 $1.81M 0.04% -575 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: 1,529 shares; 2024Q4: 5,399 shares; 2025Q1: 10,342 shares; 2025Q2: 9,893 shares; 2025Q3: 9,522 shares; 2025Q4: 8,887 shares; 2026Q1: 9,168 shares 9,168 $1.78M 0.03% +281 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 7,808 shares; 2025Q1: 7,808 shares; 2025Q2: 7,808 shares; 2025Q3: 7,716 shares; 2025Q4: 8,975 shares; 2026Q1: 8,966 shares 8,966 $1.77M 0.03% -9 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: 4,082 shares; 2024Q4: 16,062 shares; 2025Q1: 16,069 shares; 2025Q2: 54,818 shares; 2025Q3: 54,900 shares; 2025Q4: 62,165 shares; 2026Q1: 60,606 shares 60,606 $1.77M 0.03% -1,559 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,515 shares; 2025Q1: 4,508 shares; 2025Q2: 4,442 shares; 2025Q3: 12,250 shares; 2025Q4: 12,010 shares; 2026Q1: 12,010 shares 12,010 $1.76M 0.03% 0 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: 17,672 shares; 2024Q4: 22,140 shares; 2025Q1: 26,766 shares; 2025Q2: 34,749 shares; 2025Q3: 48,760 shares; 2025Q4: 53,355 shares; 2026Q1: 38,080 shares 38,080 $1.72M 0.03% -15,275 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: 2,460 shares; 2024Q4: 3,333 shares; 2025Q1: 11,980 shares; 2025Q2: 11,900 shares; 2025Q3: 11,600 shares; 2025Q4: 11,937 shares; 2026Q1: 11,513 shares 11,513 $1.67M 0.03% -424 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: 13,295 shares; 2024Q4: 12,334 shares; 2025Q1: 13,203 shares; 2025Q2: 15,931 shares; 2025Q3: 16,459 shares; 2025Q4: 17,534 shares; 2026Q1: 17,336 shares 17,336 $1.67M 0.03% -198 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,428 shares; 2024Q4: 20,425 shares; 2025Q1: 20,489 shares; 2025Q2: 20,456 shares; 2025Q3: 20,503 shares; 2025Q4: 22,899 shares; 2026Q1: 23,386 shares 23,386 $1.67M 0.03% +487 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,222 shares; 2025Q4: 75,994 shares; 2026Q1: 80,519 shares 80,519 $1.66M 0.03% +4,525 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 900 shares; 2025Q1: 750 shares; 2025Q2: 792 shares; 2025Q3: 852 shares; 2025Q4: 792 shares; 2026Q1: 3,339 shares 3,339 $1.62M 0.03% +2,547 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,085 shares; 2024Q4: 79,085 shares; 2025Q1: 79,690 shares; 2025Q2: 76,900 shares; 2025Q3: 33,445 shares; 2025Q4: 72,980 shares; 2026Q1: 50,980 shares 50,980 $1.62M 0.03% -22,000 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 38,080 shares; 2025Q3: 38,170 shares; 2025Q4: 37,850 shares; 2026Q1: 38,385 shares 38,385 $1.57M 0.03% +535 Timeline SPAB 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: 50,090 shares; 2024Q4: 51,488 shares; 2025Q1: 50,529 shares; 2025Q2: 53,379 shares; 2025Q3: 57,355 shares; 2025Q4: 58,689 shares; 2026Q1: 61,109 shares 61,109 $1.57M 0.03% +2,420 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: 9,089 shares; 2024Q4: 9,348 shares; 2025Q1: 6,910 shares; 2025Q2: 7,501 shares; 2025Q3: 9,118 shares; 2025Q4: 8,639 shares; 2026Q1: 8,246 shares 8,246 $1.56M 0.03% -393 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: 6,082 shares; 2024Q4: 6,056 shares; 2025Q1: 7,915 shares; 2025Q2: 10,698 shares; 2025Q3: 11,031 shares; 2025Q4: 11,973 shares; 2026Q1: 11,926 shares 11,926 $1.56M 0.03% -47 Timeline RSPD 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: 32,200 shares; 2024Q4: 31,903 shares; 2025Q1: 30,695 shares; 2025Q2: 29,352 shares; 2025Q3: 29,356 shares; 2025Q4: 29,110 shares; 2026Q1: 28,969 shares 28,969 $1.55M 0.03% -141 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,277 shares; 2025Q1: 2,777 shares; 2025Q2: 2,777 shares; 2025Q3: 2,377 shares; 2025Q4: 4,755 shares; 2026Q1: 14,755 shares 14,755 $1.51M 0.03% +10,000 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: 490 shares; 2024Q4: 653 shares; 2025Q1: 662 shares; 2025Q2: 750 shares; 2025Q3: 717 shares; 2025Q4: 1,688 shares; 2026Q1: 3,253 shares 3,253 $1.5M 0.03% +1,565 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 3,850 shares; 2025Q1: 3,850 shares; 2025Q2: 3,700 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 1,885 shares 1,885 $1.49M 0.03% -340 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS 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: 38,320 shares 38,320 $1.49M 0.03% new Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,450 shares; 2026Q1: 90,767 shares 90,767 $1.45M 0.03% -80,683 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,907 shares; 2025Q2: 5,807 shares; 2025Q3: 4,950 shares; 2025Q4: 25,758 shares; 2026Q1: 25,708 shares 25,708 $1.45M 0.03% -50 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 5,592 shares; 2025Q1: 6,135 shares; 2025Q2: 7,861 shares; 2025Q3: 7,765 shares; 2025Q4: 6,538 shares; 2026Q1: 6,742 shares 6,742 $1.4M 0.03% +204 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: 5,114 shares; 2024Q4: 5,439 shares; 2025Q1: 5,243 shares; 2025Q2: 5,569 shares; 2025Q3: 5,291 shares; 2025Q4: 5,492 shares; 2026Q1: 5,284 shares 5,284 $1.38M 0.03% -208 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,895 shares 6,895 $1.36M 0.03% new 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: 11,036 shares; 2024Q4: 12,025 shares; 2025Q1: 21,404 shares; 2025Q2: 22,557 shares; 2025Q3: 23,244 shares; 2025Q4: 46,162 shares; 2026Q1: 46,332 shares 46,332 $1.34M 0.03% +170 Timeline JGRO 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: not reported; 2024Q4: 16,624 shares; 2025Q1: 16,923 shares; 2025Q2: 16,003 shares; 2025Q3: 15,923 shares; 2025Q4: 15,618 shares; 2026Q1: 15,838 shares 15,838 $1.34M 0.03% +220 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 18,820 shares 18,820 $1.28M 0.03% new 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: 6,760 shares; 2024Q4: 11,059 shares; 2025Q1: 13,236 shares; 2025Q2: 14,124 shares; 2025Q3: 13,739 shares; 2025Q4: 13,992 shares; 2026Q1: 13,992 shares 13,992 $1.26M 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 11,281 shares; 2025Q1: 20,024 shares; 2025Q2: 16,909 shares; 2025Q3: 16,644 shares; 2025Q4: 14,313 shares; 2026Q1: 14,028 shares 14,028 $1.26M 0.02% -285 Timeline IMCG 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: 14,329 shares; 2024Q4: 14,479 shares; 2025Q1: 15,211 shares; 2025Q2: 15,083 shares; 2025Q3: 15,068 shares; 2025Q4: 15,700 shares; 2026Q1: 15,991 shares 15,991 $1.26M 0.02% +291 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: 3,029 shares; 2024Q4: 6,702 shares; 2025Q1: 9,105 shares; 2025Q2: 11,236 shares; 2025Q3: 11,239 shares; 2025Q4: 11,743 shares; 2026Q1: 11,349 shares 11,349 $1.25M 0.02% -394 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,292 shares; 2025Q1: 5,469 shares; 2025Q2: 5,468 shares; 2025Q3: 5,718 shares; 2025Q4: 5,591 shares; 2026Q1: 5,205 shares 5,205 $1.24M 0.02% -386 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: not reported; 2025Q1: not reported; 2025Q2: 6,566 shares; 2025Q3: 6,867 shares; 2025Q4: 7,221 shares; 2026Q1: 5,781 shares 5,781 $1.24M 0.02% -1,440 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 7,465 shares; 2025Q3: 7,465 shares; 2025Q4: 7,465 shares; 2026Q1: 8,623 shares 8,623 $1.18M 0.02% +1,158 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,743 shares; 2026Q1: 11,743 shares 11,743 $1.18M 0.02% 0 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,900 shares 44,900 $1.17M 0.02% new 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: 8,642 shares; 2024Q4: 8,642 shares; 2025Q1: 8,642 shares; 2025Q2: 8,642 shares; 2025Q3: 8,642 shares; 2025Q4: 8,942 shares; 2026Q1: 8,842 shares 8,842 $1.16M 0.02% -100 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: 2,946 shares; 2024Q4: 2,785 shares; 2025Q1: 3,297 shares; 2025Q2: 3,173 shares; 2025Q3: 4,551 shares; 2025Q4: 3,067 shares; 2026Q1: 2,701 shares 2,701 $1.15M 0.02% -366 Timeline FNDB 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: 5,985 shares; 2024Q4: 17,588 shares; 2025Q1: 14,823 shares; 2025Q2: 14,823 shares; 2025Q3: 14,823 shares; 2025Q4: 16,999 shares; 2026Q1: 42,344 shares 42,344 $1.15M 0.02% +25,345 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,700 shares; 2025Q1: 1,710 shares; 2025Q2: 1,660 shares; 2025Q3: 1,645 shares; 2025Q4: 1,916 shares; 2026Q1: 2,085 shares 2,085 $1.14M 0.02% +169 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 3,499 shares; 2025Q2: 5,876 shares; 2025Q3: 6,206 shares; 2025Q4: 5,793 shares; 2026Q1: 6,293 shares 6,293 $1.13M 0.02% +500 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: 405 shares; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 2,000 shares 2,000 $1.12M 0.02% +25 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: 3,444 shares; 2024Q4: 3,857 shares; 2025Q1: 3,847 shares; 2025Q2: 3,753 shares; 2025Q3: 3,644 shares; 2025Q4: 3,960 shares; 2026Q1: 3,937 shares 3,937 $1.12M 0.02% -23 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 11,786 shares; 2025Q1: 11,786 shares; 2025Q2: 12,137 shares; 2025Q3: 12,138 shares; 2025Q4: 13,463 shares; 2026Q1: 13,463 shares 13,463 $1.11M 0.02% 0 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: 32,242 shares; 2024Q4: 33,435 shares; 2025Q1: 33,260 shares; 2025Q2: 27,831 shares; 2025Q3: 28,161 shares; 2025Q4: 18,153 shares; 2026Q1: 18,289 shares 18,289 $1.11M 0.02% +136 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,407 shares; 2025Q2: 11,437 shares; 2025Q3: 11,952 shares; 2025Q4: 13,906 shares; 2026Q1: 13,383 shares 13,383 $1.1M 0.02% -523 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 5,130 shares; 2025Q1: 5,011 shares; 2025Q2: 4,841 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,824 shares 4,824 $1.08M 0.02% +13 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,841 shares; 2024Q4: 12,607 shares; 2025Q1: 12,058 shares; 2025Q2: 12,058 shares; 2025Q3: 10,929 shares; 2025Q4: 21,683 shares; 2026Q1: 21,492 shares 21,492 $1.07M 0.02% -191 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,768 shares; 2024Q4: 12,768 shares; 2025Q1: 13,633 shares; 2025Q2: 13,633 shares; 2025Q3: 13,633 shares; 2025Q4: 13,633 shares; 2026Q1: 13,633 shares 13,633 $1.07M 0.02% 0 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: not reported; 2025Q1: 5,427 shares; 2025Q2: 18,688 shares; 2025Q3: 18,463 shares; 2025Q4: 18,498 shares; 2026Q1: 27,797 shares 27,797 $1.07M 0.02% +9,299 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: 6,775 shares; 2024Q4: 13,550 shares; 2025Q1: 7,493 shares; 2025Q2: 7,475 shares; 2025Q3: 12,731 shares; 2025Q4: 11,321 shares; 2026Q1: 9,470 shares 9,470 $1.06M 0.02% -1,851 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 19,897 shares; 2025Q3: 58,989 shares; 2025Q4: 39,089 shares; 2026Q1: 47,279 shares 47,279 $1.06M 0.02% +8,190 Timeline IWN 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: 14,226 shares; 2024Q4: 7,527 shares; 2025Q1: 6,134 shares; 2025Q2: 5,967 shares; 2025Q3: 4,876 shares; 2025Q4: 4,906 shares; 2026Q1: 5,594 shares 5,594 $1.06M 0.02% +688 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: 14,876 shares; 2024Q4: 12,351 shares; 2025Q1: 37,639 shares; 2025Q2: 35,443 shares; 2025Q3: 35,586 shares; 2025Q4: 43,381 shares; 2026Q1: 27,751 shares 27,751 $1.05M 0.02% -15,630 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,504 shares; 2025Q2: 8,295 shares; 2025Q3: 7,074 shares; 2025Q4: 4,800 shares; 2026Q1: 13,613 shares 13,613 $1.05M 0.02% +8,813 Timeline AGG 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: 7,091 shares; 2024Q4: 6,633 shares; 2025Q1: 6,219 shares; 2025Q2: 7,042 shares; 2025Q3: 6,686 shares; 2025Q4: 8,163 shares; 2026Q1: 10,562 shares 10,562 $1.05M 0.02% +2,399 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,402 shares; 2024Q4: 3,410 shares; 2025Q1: 3,549 shares; 2025Q2: 3,527 shares; 2025Q3: 3,504 shares; 2025Q4: 3,514 shares; 2026Q1: 3,419 shares 3,419 $1.03M 0.02% -95 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,766 shares; 2024Q4: 33,635 shares; 2025Q1: 32,478 shares; 2025Q2: 33,033 shares; 2025Q3: 31,633 shares; 2025Q4: 25,058 shares; 2026Q1: 19,451 shares 19,451 $1.03M 0.02% -5,607 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,554 shares; 2025Q1: 1,874 shares; 2025Q2: 2,052 shares; 2025Q3: 2,108 shares; 2025Q4: 2,096 shares; 2026Q1: 2,040 shares 2,040 $1.01M 0.02% -56 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: not reported; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,832 shares; 2025Q4: 5,794 shares; 2026Q1: 6,136 shares 6,136 $1.01M 0.02% +342 Timeline OBT ORANGE CNTY BANCORP INC More: the full row for ORANGE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,400 shares; 2025Q2: 28,400 shares; 2025Q3: 28,400 shares; 2025Q4: 28,400 shares; 2026Q1: 31,428 shares 31,428 $1.01M 0.02% +3,028 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,354 shares; 2025Q1: 3,490 shares; 2025Q2: 3,508 shares; 2025Q3: 3,508 shares; 2025Q4: 3,529 shares; 2026Q1: 3,752 shares 3,752 $1M 0.02% +223 Timeline EQWL 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: 8,728 shares; 2024Q4: 8,736 shares; 2025Q1: 8,346 shares; 2025Q2: 7,753 shares; 2025Q3: 7,961 shares; 2025Q4: 8,470 shares; 2026Q1: 8,679 shares 8,679 $1M 0.02% +209 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,776 shares; 2025Q1: 20,285 shares; 2025Q2: 13,420 shares; 2025Q3: 14,387 shares; 2025Q4: 14,220 shares; 2026Q1: 33,340 shares 33,340 $1000K 0.02% +19,120 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,990 shares; 2025Q1: not reported; 2025Q2: 5,590 shares; 2025Q3: 3,940 shares; 2025Q4: 4,057 shares; 2026Q1: 3,690 shares 3,690 $998K 0.02% -367 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,692 shares; 2025Q1: 19,802 shares; 2025Q2: 19,429 shares; 2025Q3: 14,383 shares; 2025Q4: 21,608 shares; 2026Q1: 43,052 shares 43,052 $991K 0.02% +21,444 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 2,712 shares; 2025Q3: 2,597 shares; 2025Q4: 2,530 shares; 2026Q1: 2,245 shares 2,245 $975K 0.02% -285 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: 8,232 shares; 2024Q4: 8,170 shares; 2025Q1: 8,403 shares; 2025Q2: 8,403 shares; 2025Q3: 8,779 shares; 2025Q4: 7,970 shares; 2026Q1: 8,301 shares 8,301 $961K 0.02% +331 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317,914 shares; 2025Q2: 362,560 shares; 2025Q3: 367,292 shares; 2025Q4: 375,344 shares; 2026Q1: 28,724 shares 28,724 $952K 0.02% -346,620 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: 4,023 shares; 2024Q4: 3,542 shares; 2025Q1: 5,103 shares; 2025Q2: 5,330 shares; 2025Q3: 8,879 shares; 2025Q4: 9,602 shares; 2026Q1: 10,422 shares 10,422 $944K 0.02% +820 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,747 shares; 2024Q4: 7,166 shares; 2025Q1: 7,157 shares; 2025Q2: 6,312 shares; 2025Q3: 5,287 shares; 2025Q4: 6,763 shares; 2026Q1: 7,092 shares 7,092 $937K 0.02% +329 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,573 shares; 2025Q3: 2,433 shares; 2025Q4: 2,666 shares; 2026Q1: 2,844 shares 2,844 $935K 0.02% +178 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 18,934 shares; 2025Q1: 19,834 shares; 2025Q2: 30,934 shares; 2025Q3: 30,422 shares; 2025Q4: 79,142 shares; 2026Q1: 45,315 shares 45,315 $909K 0.02% -33,827 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,769 shares; 2024Q4: 10,933 shares; 2025Q1: 11,022 shares; 2025Q2: 11,723 shares; 2025Q3: 11,232 shares; 2025Q4: 11,500 shares; 2026Q1: 9,377 shares 9,377 $905K 0.02% -2,123 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,226 shares; 2025Q2: 17,467 shares; 2025Q3: 12,724 shares; 2025Q4: 12,733 shares; 2026Q1: 11,293 shares 11,293 $902K 0.02% -1,440 Timeline VOOG 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: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,362 shares; 2025Q2: 1,965 shares; 2025Q3: 2,039 shares; 2025Q4: 2,051 shares; 2026Q1: 2,183 shares 2,183 $890K 0.02% +132 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: 10,734 shares; 2024Q4: 36,227 shares; 2025Q1: 37,144 shares; 2025Q2: 36,641 shares; 2025Q3: 37,110 shares; 2025Q4: 48,404 shares; 2026Q1: 34,290 shares 34,290 $879K 0.02% -14,114 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: 3,111 shares; 2024Q4: 3,108 shares; 2025Q1: 3,125 shares; 2025Q2: 2,771 shares; 2025Q3: 3,596 shares; 2025Q4: 4,499 shares; 2026Q1: 2,918 shares 2,918 $872K 0.02% -1,581 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 4,600 shares; 2025Q2: 3,735 shares; 2025Q3: 3,713 shares; 2025Q4: 3,612 shares; 2026Q1: 3,505 shares 3,505 $866K 0.02% -107 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 3,805 shares; 2025Q3: 4,280 shares; 2025Q4: 4,085 shares; 2026Q1: 4,185 shares 4,185 $865K 0.02% +100 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,196 shares; 2024Q4: 19,795 shares; 2025Q1: 29,980 shares; 2025Q2: 18,769 shares; 2025Q3: 16,309 shares; 2025Q4: 12,605 shares; 2026Q1: 12,614 shares 12,614 $853K 0.02% +9 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,470 shares; 2026Q1: 4,896 shares 4,896 $847K 0.02% +426 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: 2,482 shares; 2024Q4: 2,482 shares; 2025Q1: 3,146 shares; 2025Q2: 2,952 shares; 2025Q3: 2,952 shares; 2025Q4: 2,953 shares; 2026Q1: 2,322 shares 2,322 $828K 0.02% -631 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,156 shares; 2024Q4: 31,071 shares; 2025Q1: 31,484 shares; 2025Q2: 31,400 shares; 2025Q3: 25,223 shares; 2025Q4: 21,033 shares; 2026Q1: 6,242 shares 6,242 $811K 0.02% -14,791 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,875 shares; 2025Q1: 23,150 shares; 2025Q2: 25,400 shares; 2025Q3: 33,300 shares; 2025Q4: 40,125 shares; 2026Q1: 36,025 shares 36,025 $806K 0.02% -4,100 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,580 shares; 2025Q4: 90,915 shares; 2026Q1: 19,879 shares 19,879 $793K 0.02% -71,036 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: 12,816 shares; 2024Q4: 13,151 shares; 2025Q1: 13,643 shares; 2025Q2: 13,640 shares; 2025Q3: 13,071 shares; 2025Q4: 13,360 shares; 2026Q1: 16,542 shares 16,542 $776K 0.02% +3,182 Timeline VOT 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: 2,998 shares; 2024Q4: 3,432 shares; 2025Q1: 3,808 shares; 2025Q2: 2,909 shares; 2025Q3: 2,958 shares; 2025Q4: 3,004 shares; 2026Q1: 2,967 shares 2,967 $764K 0.01% -37 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,590 shares; 2024Q4: 4,590 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 2,990 shares 2,990 $750K 0.01% -1,300 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 5,108 shares 5,108 $748K 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 5,595 shares; 2025Q1: 4,810 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 4,046 shares; 2026Q1: 3,626 shares 3,626 $739K 0.01% -420 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 7,872 shares; 2025Q2: 11,044 shares; 2025Q3: 10,029 shares; 2025Q4: 10,245 shares; 2026Q1: 10,366 shares 10,366 $727K 0.01% +121 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,449 shares; 2026Q1: 27,963 shares 27,963 $727K 0.01% +3,514 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: 6,670 shares; 2024Q4: 6,044 shares; 2025Q1: 7,174 shares; 2025Q2: 7,375 shares; 2025Q3: 6,732 shares; 2025Q4: 5,155 shares; 2026Q1: 8,108 shares 8,108 $726K 0.01% +2,953 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 4,619 shares; 2025Q1: 2,271 shares; 2025Q2: 3,515 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,623 shares 3,623 $721K 0.01% +16 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,255 shares; 2025Q2: 221,528 shares; 2025Q3: 229,214 shares; 2025Q4: 232,514 shares; 2026Q1: 9,476 shares 9,476 $716K 0.01% -223,038 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,362 shares; 2024Q4: 19,310 shares; 2025Q1: 19,079 shares; 2025Q2: 19,124 shares; 2025Q3: 19,124 shares; 2025Q4: 18,879 shares; 2026Q1: 18,710 shares 18,710 $715K 0.01% -169 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 9,448 shares; 2025Q1: 8,696 shares; 2025Q2: 8,631 shares; 2025Q3: 8,251 shares; 2025Q4: 8,251 shares; 2026Q1: 6,521 shares 6,521 $697K 0.01% -1,730 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,579 shares; 2025Q4: 29,129 shares; 2026Q1: 33,029 shares 33,029 $695K 0.01% +3,900 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 2,791 shares; 2025Q2: 2,406 shares; 2025Q3: 2,541 shares; 2025Q4: 2,428 shares; 2026Q1: 2,378 shares 2,378 $691K 0.01% -50 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,350 shares; 2025Q3: 15,950 shares; 2025Q4: 27,075 shares; 2026Q1: 30,875 shares 30,875 $670K 0.01% +3,800 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 5,111 shares; 2025Q1: 4,943 shares; 2025Q2: 9,879 shares; 2025Q3: 10,667 shares; 2025Q4: 10,008 shares; 2026Q1: 14,387 shares 14,387 $668K 0.01% +4,379 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,225 shares; 2025Q2: 12,325 shares; 2025Q3: 29,825 shares; 2025Q4: 27,775 shares; 2026Q1: 26,275 shares 26,275 $667K 0.01% -1,500 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: 4,949 shares; 2025Q1: 7,172 shares; 2025Q2: 6,704 shares; 2025Q3: 5,446 shares; 2025Q4: 6,701 shares; 2026Q1: 6,701 shares 6,701 $652K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,070 shares; 2024Q4: 57,889 shares; 2025Q1: 104,925 shares; 2025Q2: 94,080 shares; 2025Q3: 13,644 shares; 2025Q4: 8,016 shares; 2026Q1: 2,664 shares 2,664 $648K 0.01% -5,352 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: 10,716 shares; 2024Q4: not reported; 2025Q1: 15,887 shares; 2025Q2: 14,927 shares; 2025Q3: 15,465 shares; 2025Q4: 17,815 shares; 2026Q1: 14,642 shares 14,642 $646K 0.01% -3,173 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: 18,782 shares; 2024Q4: 11,009 shares; 2025Q1: 13,909 shares; 2025Q2: 14,162 shares; 2025Q3: 10,557 shares; 2025Q4: 8,603 shares; 2026Q1: 6,520 shares 6,520 $641K 0.01% -2,083 Timeline SPYV 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: 10,806 shares; 2024Q4: 10,739 shares; 2025Q1: 10,739 shares; 2025Q2: 10,739 shares; 2025Q3: 10,739 shares; 2025Q4: 11,259 shares; 2026Q1: 11,259 shares 11,259 $637K 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: 4,078 shares; 2024Q4: 8,165 shares; 2025Q1: not reported; 2025Q2: 8,778 shares; 2025Q3: 8,486 shares; 2025Q4: 23,370 shares; 2026Q1: 21,869 shares 21,869 $636K 0.01% -1,501 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: 4,833 shares; 2024Q4: 10,178 shares; 2025Q1: 10,178 shares; 2025Q2: 10,628 shares; 2025Q3: 10,137 shares; 2025Q4: 10,951 shares; 2026Q1: 9,901 shares 9,901 $634K 0.01% -1,050 Timeline RSPS 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: 7,770 shares; 2024Q4: 7,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,485 shares; 2026Q1: 21,450 shares 21,450 $633K 0.01% +12,965 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: 1,544 shares; 2024Q4: 1,541 shares; 2025Q1: 1,530 shares; 2025Q2: 1,531 shares; 2025Q3: 1,337 shares; 2025Q4: 1,348 shares; 2026Q1: 1,361 shares 1,361 $630K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares 3,171 $626K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,199 shares; 2024Q4: 7,063 shares; 2025Q1: not reported; 2025Q2: 3,129 shares; 2025Q3: 3,560 shares; 2025Q4: 4,364 shares; 2026Q1: 5,486 shares 5,486 $622K 0.01% +1,122 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,785 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares 1,485 $619K 0.01% 0 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: 1,135 shares; 2025Q3: 973 shares; 2025Q4: 1,923 shares; 2026Q1: 1,943 shares 1,943 $618K 0.01% +20 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 253 shares; 2025Q1: 212 shares; 2025Q2: 207 shares; 2025Q3: 200 shares; 2025Q4: 189 shares; 2026Q1: 146 shares 146 $615K 0.01% -43 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,368 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 4,584 shares; 2025Q4: 4,404 shares; 2026Q1: 4,404 shares 4,404 $615K 0.01% 0 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: 125,314 shares; 2024Q4: 124,269 shares; 2025Q1: 47,940 shares; 2025Q2: 45,930 shares; 2025Q3: 45,438 shares; 2025Q4: 24,146 shares; 2026Q1: 21,285 shares 21,285 $611K 0.01% -2,861 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,645 shares; 2025Q4: 2,035 shares; 2026Q1: 4,310 shares 4,310 $610K 0.01% +2,275 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,580 shares; 2024Q4: 13,680 shares; 2025Q1: 13,655 shares; 2025Q2: 13,730 shares; 2025Q3: 13,730 shares; 2025Q4: 13,591 shares; 2026Q1: 11,319 shares 11,319 $604K 0.01% -2,272 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,526 shares; 2025Q1: 2,445 shares; 2025Q2: 2,315 shares; 2025Q3: 2,652 shares; 2025Q4: 2,346 shares; 2026Q1: 2,721 shares 2,721 $591K 0.01% +375 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,593 shares; 2024Q4: 10,621 shares; 2025Q1: 9,951 shares; 2025Q2: 9,951 shares; 2025Q3: 9,960 shares; 2025Q4: 9,960 shares; 2026Q1: 9,570 shares 9,570 $590K 0.01% -390 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,216 shares; 2025Q4: 3,559 shares; 2026Q1: 2,708 shares 2,708 $579K 0.01% -851 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,851 shares 10,851 $575K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,169 shares; 2025Q2: 2,298 shares; 2025Q3: 2,157 shares; 2025Q4: 2,091 shares; 2026Q1: 1,989 shares 1,989 $562K 0.01% -102 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: 3,739 shares; 2024Q4: 2,784 shares; 2025Q1: 2,859 shares; 2025Q2: 2,842 shares; 2025Q3: 4,078 shares; 2025Q4: 3,908 shares; 2026Q1: 6,421 shares 6,421 $556K 0.01% +2,513 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 293 shares 293 $552K 0.01% -21 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 7,507 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $550K 0.01% 0 Timeline MDYG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,002 shares; 2025Q4: 5,628 shares; 2026Q1: 5,729 shares 5,729 $550K 0.01% +101 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,444 shares; 2025Q1: 7,720 shares; 2025Q2: 8,452 shares; 2025Q3: 8,712 shares; 2025Q4: 14,298 shares; 2026Q1: 11,565 shares 11,565 $544K 0.01% -2,733 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,087 shares 23,087 $540K 0.01% new Timeline JMST 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: not reported; 2024Q4: not reported; 2025Q1: 7,390 shares; 2025Q2: 7,390 shares; 2025Q3: 7,390 shares; 2025Q4: 10,589 shares; 2026Q1: 10,589 shares 10,589 $540K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 13,623 shares; 2025Q1: not reported; 2025Q2: 13,623 shares; 2025Q3: 13,623 shares; 2025Q4: 16,630 shares; 2026Q1: 17,605 shares 17,605 $537K 0.01% +975 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,289 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,259 shares 1,259 $536K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,268 shares; 2025Q3: 4,268 shares; 2025Q4: 4,268 shares; 2026Q1: 4,268 shares 4,268 $534K 0.01% 0 Timeline EPOL 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: 39,943 shares; 2024Q4: 39,469 shares; 2025Q1: 28,878 shares; 2025Q2: 12,451 shares; 2025Q3: 12,043 shares; 2025Q4: 12,332 shares; 2026Q1: 14,642 shares 14,642 $533K 0.01% +2,310 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10,093 shares; 2025Q1: 13,463 shares; 2025Q2: 13,366 shares; 2025Q3: 13,366 shares; 2025Q4: 13,531 shares; 2026Q1: 12,346 shares 12,346 $533K 0.01% -1,185 Timeline EMB 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: 5,665 shares 5,665 $532K 0.01% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 4,699 shares; 2026Q1: 6,840 shares 6,840 $527K 0.01% +2,141 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,489 shares; 2024Q4: 6,489 shares; 2025Q1: 6,802 shares; 2025Q2: 7,752 shares; 2025Q3: 6,352 shares; 2025Q4: 6,050 shares; 2026Q1: 5,050 shares 5,050 $523K 0.01% -1,000 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,753 shares; 2025Q2: 2,753 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,901 shares 2,901 $522K 0.01% +148 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: 3,675 shares; 2024Q4: 3,465 shares; 2025Q1: 3,140 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,704 shares; 2026Q1: 1,661 shares 1,661 $522K 0.01% -43 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: 14,931 shares; 2025Q2: 14,804 shares; 2025Q3: 14,294 shares; 2025Q4: 14,294 shares; 2026Q1: 14,294 shares 14,294 $521K 0.01% 0 Timeline VMBS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,745 shares; 2025Q3: 7,788 shares; 2025Q4: 11,542 shares; 2026Q1: 10,997 shares 10,997 $516K 0.01% -545 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: 2,250 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares 2,051 $513K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,570 shares; 2025Q2: 3,578 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares 3,516 $508K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,511 shares; 2025Q2: 10,511 shares; 2025Q3: 10,511 shares; 2025Q4: 10,511 shares; 2026Q1: 12,950 shares 12,950 $503K 0.01% +2,439 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,054 shares; 2024Q4: 5,448 shares; 2025Q1: 15,281 shares; 2025Q2: 8,770 shares; 2025Q3: 9,464 shares; 2025Q4: 9,106 shares; 2026Q1: 8,093 shares 8,093 $500K 0.01% -1,013 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 590 shares; 2025Q1: 1,172 shares; 2025Q2: 1,162 shares; 2025Q3: 1,156 shares; 2025Q4: 1,243 shares; 2026Q1: 1,150 shares 1,150 $497K 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: 11,007 shares; 2024Q4: 10,884 shares; 2025Q1: 10,463 shares; 2025Q2: 10,253 shares; 2025Q3: 10,253 shares; 2025Q4: 8,908 shares; 2026Q1: 8,491 shares 8,491 $489K 0.01% -417 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 21,099 shares; 2025Q1: 29,843 shares; 2025Q2: 43,424 shares; 2025Q3: 43,455 shares; 2025Q4: 41,883 shares; 2026Q1: 41,883 shares 41,883 $483K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 3,187 shares 3,187 $479K 0.01% -111 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: 8,629 shares; 2024Q4: 8,629 shares; 2025Q1: 8,129 shares; 2025Q2: 8,948 shares; 2025Q3: 9,816 shares; 2025Q4: 9,816 shares; 2026Q1: 8,316 shares 8,316 $475K 0.01% -1,500 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: not reported; 2025Q1: 6,668 shares; 2025Q2: 5,868 shares; 2025Q3: 5,868 shares; 2025Q4: 7,350 shares; 2026Q1: 2,168 shares 2,168 $452K 0.01% -5,182 Timeline VCSH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,614 shares; 2025Q3: 5,614 shares; 2025Q4: 5,645 shares; 2026Q1: 5,614 shares 5,614 $445K 0.01% -31 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 15,800 shares 15,800 $433K 0.01% new 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: not reported; 2024Q4: 12,557 shares; 2025Q1: not reported; 2025Q2: 25,720 shares; 2025Q3: 27,685 shares; 2025Q4: 21,575 shares; 2026Q1: 22,381 shares 22,381 $432K 0.01% +806 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: 2,369 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,435 shares; 2025Q3: 3,554 shares; 2025Q4: 2,202 shares; 2026Q1: 2,026 shares 2,026 $428K 0.01% -176 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 2,829 shares; 2025Q1: 3,929 shares; 2025Q2: 4,162 shares; 2025Q3: 3,271 shares; 2025Q4: 2,808 shares; 2026Q1: 2,676 shares 2,676 $421K 0.01% -132 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: not reported; 2025Q3: not reported; 2025Q4: 3,619 shares; 2026Q1: 6,128 shares 6,128 $418K 0.01% +2,509 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,803 shares; 2025Q3: 1,722 shares; 2025Q4: 1,704 shares; 2026Q1: 1,704 shares 1,704 $417K 0.01% 0 Timeline SPTS 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: 10,472 shares; 2024Q4: 10,513 shares; 2025Q1: 26,995 shares; 2025Q2: 26,860 shares; 2025Q3: 27,469 shares; 2025Q4: 29,236 shares; 2026Q1: 14,216 shares 14,216 $415K 0.01% -15,020 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 5,737 shares; 2026Q1: 6,239 shares 6,239 $414K 0.01% +502 Timeline IJK 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: 3,996 shares; 2024Q4: 4,137 shares; 2025Q1: 4,097 shares; 2025Q2: 4,096 shares; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 4,096 shares 4,096 $412K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: 1,349 shares; 2025Q3: 1,343 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $411K 0.01% 0 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: 5,638 shares; 2026Q1: 7,133 shares 7,133 $406K 0.01% +1,495 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: 1,944 shares; 2024Q4: 2,751 shares; 2025Q1: 2,001 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,851 shares 2,851 $406K 0.01% 0 Timeline CMF 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: 6,675 shares; 2025Q2: 6,812 shares; 2025Q3: 6,288 shares; 2025Q4: 6,015 shares; 2026Q1: 7,110 shares 7,110 $404K 0.01% +1,095 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,000 shares; 2024Q4: 136,000 shares; 2025Q1: 136,000 shares; 2025Q2: 136,000 shares; 2025Q3: 136,000 shares; 2025Q4: 136,000 shares; 2026Q1: 136,000 shares 136,000 $400K 0.01% 0 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 2,064 shares 2,064 $400K 0.01% +94 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: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,910 shares; 2025Q2: 2,216 shares; 2025Q3: 2,116 shares; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares 2,566 $399K 0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,563 shares; 2025Q1: 8,563 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 8,563 shares; 2026Q1: 8,563 shares 8,563 $397K 0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,775 shares; 2024Q4: 10,740 shares; 2025Q1: 10,740 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares; 2026Q1: 10,270 shares 10,270 $396K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 3,696 shares; 2026Q1: 4,483 shares 4,483 $393K 0.01% +787 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,600 shares 1,600 $392K 0.01% -200 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,393 shares 16,393 $388K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: not reported; 2025Q1: 3,283 shares; 2025Q2: 3,486 shares; 2025Q3: 3,486 shares; 2025Q4: 3,486 shares; 2026Q1: 3,763 shares 3,763 $387K 0.01% +277 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 262 shares 262 $386K 0.01% -38 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,650 shares 1,650 $381K 0.01% -30 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $380K 0.01% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,135 shares; 2024Q4: 30,335 shares; 2025Q1: 28,485 shares; 2025Q2: 23,685 shares; 2025Q3: 17,985 shares; 2025Q4: 17,985 shares; 2026Q1: 15,925 shares 15,925 $376K 0.01% -2,060 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 583 shares 583 $370K 0.01% new Timeline IYF 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: 2,714 shares; 2024Q4: 2,714 shares; 2025Q1: 2,714 shares; 2025Q2: 5,064 shares; 2025Q3: 4,012 shares; 2025Q4: 3,891 shares; 2026Q1: 3,127 shares 3,127 $368K 0.01% -764 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,090 shares; 2026Q1: 3,462 shares 3,462 $366K 0.01% +1,372 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242 shares; 2025Q1: 272 shares; 2025Q2: 459 shares; 2025Q3: 531 shares; 2025Q4: not reported; 2026Q1: 3,501 shares 3,501 $366K 0.01% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,645 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,945 shares; 2026Q1: 6,445 shares 6,445 $365K 0.01% -2,500 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: 1,181 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,450 shares; 2025Q3: 2,488 shares; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares 1,718 $356K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,667 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,239 shares; 2026Q1: 1,333 shares 1,333 $356K 0.01% +94 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: 1,781 shares; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 2,384 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares 1,756 $347K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: not reported; 2025Q1: 8,467 shares; 2025Q2: 4,577 shares; 2025Q3: 4,269 shares; 2025Q4: 4,186 shares; 2026Q1: 3,815 shares 3,815 $347K 0.01% -371 Timeline IUSV 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: 3,711 shares; 2024Q4: 3,711 shares; 2025Q1: 3,711 shares; 2025Q2: 3,368 shares; 2025Q3: 3,368 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares 3,368 $344K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,397 shares; 2026Q1: 6,657 shares 6,657 $342K 0.01% +1,260 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: 5,779 shares; 2024Q4: 5,205 shares; 2025Q1: 5,205 shares; 2025Q2: 5,847 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,264 shares 5,264 $342K 0.01% -130 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,772 shares; 2025Q3: 6,252 shares; 2025Q4: 7,382 shares; 2026Q1: 7,972 shares 7,972 $339K 0.01% +590 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 7,050 shares; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares; 2026Q1: 5,050 shares 5,050 $338K 0.01% -2,000 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,939 shares; 2026Q1: 9,939 shares 9,939 $336K 0.01% 0 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI 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: 70,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $334K 0.01% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,139 shares; 2026Q1: 23,126 shares 23,126 $331K 0.01% -58,013 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: 1,188 shares; 2024Q4: 1,190 shares; 2025Q1: 1,209 shares; 2025Q2: 921 shares; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 925 shares 925 $329K 0.01% +180 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,350 shares; 2026Q1: 3,550 shares 3,550 $329K 0.01% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,206 shares 1,206 $328K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,063 shares; 2026Q1: 6,063 shares 6,063 $328K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 5,091 shares; 2025Q1: 4,753 shares; 2025Q2: 4,753 shares; 2025Q3: 4,360 shares; 2025Q4: 2,685 shares; 2026Q1: 2,835 shares 2,835 $321K 0.01% +150 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,445 shares; 2025Q1: 9,459 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares; 2025Q4: 9,257 shares; 2026Q1: 7,701 shares 7,701 $318K 0.01% -1,556 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 5,096 shares; 2025Q1: 3,550 shares; 2025Q2: 3,388 shares; 2025Q3: 2,697 shares; 2025Q4: 2,337 shares; 2026Q1: 2,108 shares 2,108 $316K 0.01% -229 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,907 shares 2,907 $316K 0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,540 shares; 2025Q2: 7,089 shares; 2025Q3: 7,089 shares; 2025Q4: 7,089 shares; 2026Q1: 7,142 shares 7,142 $314K 0.01% +53 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 5,436 shares; 2026Q1: 2,136 shares 2,136 $311K 0.01% -3,300 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: 4,881 shares; 2025Q3: 4,881 shares; 2025Q4: 6,531 shares; 2026Q1: 6,531 shares 6,531 $310K 0.01% 0 Timeline IWY 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: 1,799 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $309K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $307K 0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,700 shares; 2025Q3: 6,955 shares; 2025Q4: not reported; 2026Q1: 7,963 shares 7,963 $303K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares 2,712 $300K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,031 shares; 2024Q4: 5,961 shares; 2025Q1: 5,550 shares; 2025Q2: 5,150 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,220 shares 4,220 $298K 0.01% -30 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT 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: 14,325 shares; 2025Q4: 14,325 shares; 2026Q1: 14,075 shares 14,075 $298K 0.01% -250 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,530 shares; 2026Q1: 1,512 shares 1,512 $296K 0.01% -18 Timeline UDR UDR INC More: the full row for UDR 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: 7,007 shares; 2026Q1: 8,768 shares 8,768 $296K 0.01% +1,761 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,662 shares 2,662 $296K 0.01% +461 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,581 shares; 2025Q3: 3,483 shares; 2025Q4: 3,528 shares; 2026Q1: 4,238 shares 4,238 $296K 0.01% +710 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,263 shares; 2024Q4: 64,442 shares; 2025Q1: 11,912 shares; 2025Q2: 10,792 shares; 2025Q3: 8,665 shares; 2025Q4: 9,275 shares; 2026Q1: 5,581 shares 5,581 $295K 0.01% -3,694 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 3,400 shares; 2026Q1: 2,512 shares 2,512 $294K 0.01% -888 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: not reported; 2025Q2: 2,124 shares; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 1,389 shares 1,389 $294K 0.01% +152 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,488 shares; 2025Q4: 6,086 shares; 2026Q1: 7,048 shares 7,048 $288K 0.01% +962 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 823 shares; 2025Q3: 1,003 shares; 2025Q4: 878 shares; 2026Q1: 809 shares 809 $286K 0.01% -69 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,170 shares; 2025Q1: 4,170 shares; 2025Q2: 4,170 shares; 2025Q3: 3,000 shares; 2025Q4: 3,204 shares; 2026Q1: 3,281 shares 3,281 $279K 0.01% +77 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,337 shares; 2026Q1: 1,352 shares 1,352 $276K 0.01% +15 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,477 shares 10,477 $276K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,299 shares; 2025Q2: 4,409 shares; 2025Q3: 2,579 shares; 2025Q4: 2,554 shares; 2026Q1: 2,496 shares 2,496 $275K 0.01% -58 Timeline QUS 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: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601 $275K 0.01% 0 Timeline IJJ 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: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,339 shares; 2026Q1: 2,061 shares 2,061 $273K 0.01% -278 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 2,372 shares; 2025Q1: 2,675 shares; 2025Q2: 3,099 shares; 2025Q3: 2,556 shares; 2025Q4: 2,262 shares; 2026Q1: 1,696 shares 1,696 $272K 0.01% -566 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,740 shares; 2024Q4: 332,410 shares; 2025Q1: 237,406 shares; 2025Q2: 10,000 shares; 2025Q3: 67,690 shares; 2025Q4: 140,490 shares; 2026Q1: 40,000 shares 40,000 $271K 0.01% -100,490 Timeline