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: 1,338,068 shares; 2024Q4: 1,083,432 shares; 2025Q1: 1,063,195 shares; 2025Q2: 1,053,486 shares; 2025Q3: 1,023,919 shares; 2025Q4: 996,229 shares; 2026Q1: 975,928 shares 975,928 $248M 4.88% -20,301 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,829,112 shares; 2024Q4: 7,881,481 shares; 2025Q1: 7,905,385 shares; 2025Q2: 7,924,854 shares; 2025Q3: 7,823,028 shares; 2025Q4: 7,391,451 shares; 2026Q1: 4,864,374 shares 4,864,374 $232M 4.57% -2,527,077 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: 3,054,602 shares; 2024Q4: 5,872,188 shares; 2025Q1: 6,085,455 shares; 2025Q2: 6,411,484 shares; 2025Q3: 7,312,983 shares; 2025Q4: 7,633,537 shares; 2026Q1: 8,055,215 shares 8,055,215 $214M 4.22% +421,678 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279,242 shares; 2024Q4: 4,848,221 shares; 2025Q1: 4,643,973 shares; 2025Q2: 4,261,148 shares; 2025Q3: 4,649,181 shares; 2025Q4: 4,388,329 shares; 2026Q1: 5,542,655 shares 5,542,655 $196M 3.87% +1,154,326 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY 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: 7,338,237 shares; 2026Q1: 7,159,791 shares 7,159,791 $171M 3.38% -178,446 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614,916 shares; 2024Q4: 1,646,797 shares; 2025Q1: 1,562,245 shares; 2025Q2: 1,604,339 shares; 2025Q3: 1,737,860 shares; 2025Q4: 1,824,858 shares; 2026Q1: 1,889,896 shares 1,889,896 $149M 2.93% +65,038 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: 558,254 shares; 2024Q4: 484,387 shares; 2025Q1: 472,519 shares; 2025Q2: 468,224 shares; 2025Q3: 453,598 shares; 2025Q4: 434,658 shares; 2026Q1: 427,422 shares 427,422 $132M 2.6% -7,236 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: 350,875 shares; 2024Q4: 337,379 shares; 2025Q1: 329,573 shares; 2025Q2: 329,201 shares; 2025Q3: 327,032 shares; 2025Q4: 323,846 shares; 2026Q1: 313,139 shares 313,139 $100M 1.98% -10,707 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: 258,940 shares; 2024Q4: 249,323 shares; 2025Q1: 241,551 shares; 2025Q2: 243,888 shares; 2025Q3: 244,472 shares; 2025Q4: 240,299 shares; 2026Q1: 229,974 shares 229,974 $100M 1.98% -10,325 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: 793,088 shares; 2024Q4: 841,722 shares; 2025Q1: 878,156 shares; 2025Q2: 991,745 shares; 2025Q3: 1,093,882 shares; 2025Q4: 1,178,890 shares; 2026Q1: 1,457,328 shares 1,457,328 $93.4M 1.84% +278,438 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: 629,535 shares; 2024Q4: 574,196 shares; 2025Q1: 558,760 shares; 2025Q2: 556,762 shares; 2025Q3: 545,004 shares; 2025Q4: 529,724 shares; 2026Q1: 530,593 shares 530,593 $92.5M 1.82% +869 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: 268,421 shares; 2024Q4: 267,972 shares; 2025Q1: 269,139 shares; 2025Q2: 277,129 shares; 2025Q3: 285,579 shares; 2025Q4: 297,040 shares; 2026Q1: 314,554 shares 314,554 $90.3M 1.78% +17,514 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: 440,301 shares; 2024Q4: 431,966 shares; 2025Q1: 448,309 shares; 2025Q2: 463,193 shares; 2025Q3: 485,114 shares; 2025Q4: 483,298 shares; 2026Q1: 453,756 shares 453,756 $87.1M 1.71% -29,542 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: 245,968 shares; 2024Q4: 246,844 shares; 2025Q1: 241,982 shares; 2025Q2: 242,644 shares; 2025Q3: 240,514 shares; 2025Q4: 235,547 shares; 2026Q1: 231,935 shares 231,935 $85.9M 1.69% -3,612 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468,441 shares; 2024Q4: 1,343,042 shares; 2025Q1: 1,280,828 shares; 2025Q2: 1,178,602 shares; 2025Q3: 1,078,685 shares; 2025Q4: 1,017,210 shares; 2026Q1: 924,593 shares 924,593 $81.5M 1.6% -92,617 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,821 shares; 2024Q4: 290,411 shares; 2025Q1: 286,398 shares; 2025Q2: 283,546 shares; 2025Q3: 277,450 shares; 2025Q4: 269,925 shares; 2026Q1: 268,417 shares 268,417 $77.2M 1.52% -1,508 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: 59,973 shares; 2024Q4: 59,659 shares; 2025Q1: 57,604 shares; 2025Q2: 875,716 shares; 2025Q3: 861,899 shares; 2025Q4: 855,890 shares; 2026Q1: 812,286 shares 812,286 $75M 1.48% -43,604 Timeline SMMD 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: 331,646 shares; 2024Q4: 446,550 shares; 2025Q1: 544,859 shares; 2025Q2: 621,081 shares; 2025Q3: 693,101 shares; 2025Q4: 747,385 shares; 2026Q1: 949,678 shares 949,678 $72.5M 1.43% +202,293 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: 355,470 shares; 2024Q4: 330,757 shares; 2025Q1: 330,655 shares; 2025Q2: 329,940 shares; 2025Q3: 325,121 shares; 2025Q4: 321,354 shares; 2026Q1: 323,528 shares 323,528 $67.4M 1.33% +2,174 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: 572,320 shares; 2024Q4: 558,365 shares; 2025Q1: 548,444 shares; 2025Q2: 547,987 shares; 2025Q3: 540,530 shares; 2025Q4: 538,212 shares; 2026Q1: 537,436 shares 537,436 $66.8M 1.31% -776 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: 76,335 shares; 2024Q4: 75,195 shares; 2025Q1: 85,046 shares; 2025Q2: 86,018 shares; 2025Q3: 90,174 shares; 2025Q4: 96,211 shares; 2026Q1: 110,474 shares 110,474 $66M 1.3% +14,263 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: 144,062 shares; 2024Q4: 142,689 shares; 2025Q1: 140,855 shares; 2025Q2: 140,072 shares; 2025Q3: 139,721 shares; 2025Q4: 136,671 shares; 2026Q1: 135,654 shares 135,654 $65M 1.28% -1,017 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,120 shares; 2025Q1: 255,915 shares; 2025Q2: 318,113 shares; 2025Q3: 331,313 shares; 2025Q4: 318,312 shares; 2026Q1: 358,153 shares 358,153 $63.8M 1.26% +39,841 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: 176,256 shares; 2024Q4: 174,446 shares; 2025Q1: 175,860 shares; 2025Q2: 185,172 shares; 2025Q3: 197,653 shares; 2025Q4: 210,293 shares; 2026Q1: 234,190 shares 234,190 $61.3M 1.21% +23,897 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: 318,620 shares; 2024Q4: 325,540 shares; 2025Q1: 314,910 shares; 2025Q2: 305,889 shares; 2025Q3: 306,286 shares; 2025Q4: 297,291 shares; 2026Q1: 291,679 shares 291,679 $49.5M 0.97% -5,612 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: 170,903 shares; 2024Q4: 170,263 shares; 2025Q1: 168,579 shares; 2025Q2: 169,032 shares; 2025Q3: 166,651 shares; 2025Q4: 163,038 shares; 2026Q1: 163,883 shares 163,883 $48.2M 0.95% +845 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: 229,325 shares; 2024Q4: 232,430 shares; 2025Q1: 229,796 shares; 2025Q2: 218,338 shares; 2025Q3: 216,349 shares; 2025Q4: 212,594 shares; 2026Q1: 213,747 shares 213,747 $46.5M 0.92% +1,153 Timeline CATH 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: 616,487 shares; 2024Q4: 628,104 shares; 2025Q1: 628,798 shares; 2025Q2: 556,980 shares; 2025Q3: 557,145 shares; 2025Q4: 554,409 shares; 2026Q1: 553,308 shares 553,308 $43.2M 0.85% -1,101 Timeline JMUB 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: 528,251 shares; 2024Q4: 519,223 shares; 2025Q1: 643,792 shares; 2025Q2: 672,676 shares; 2025Q3: 655,418 shares; 2025Q4: 716,605 shares; 2026Q1: 775,337 shares 775,337 $38.8M 0.76% +58,732 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: 45,304 shares; 2024Q4: 45,080 shares; 2025Q1: 43,761 shares; 2025Q2: 43,951 shares; 2025Q3: 43,319 shares; 2025Q4: 41,896 shares; 2026Q1: 41,630 shares 41,630 $38.3M 0.75% -266 Timeline LTPZ 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: 573,221 shares; 2024Q4: 520,192 shares; 2025Q1: 537,475 shares; 2025Q2: 554,344 shares; 2025Q3: 670,568 shares; 2025Q4: 713,172 shares; 2026Q1: 749,709 shares 749,709 $38.3M 0.75% +36,537 Timeline STIP 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: 375,557 shares; 2024Q4: 417,234 shares; 2025Q1: 430,063 shares; 2025Q2: 499,794 shares; 2025Q3: 419,300 shares; 2025Q4: 362,634 shares; 2026Q1: 348,215 shares 348,215 $36M 0.71% -14,419 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,201 shares; 2024Q4: 369,449 shares; 2025Q1: 370,144 shares; 2025Q2: 414,753 shares; 2025Q3: 397,936 shares; 2025Q4: 422,643 shares; 2026Q1: 468,069 shares 468,069 $32.9M 0.65% +45,426 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: 174,171 shares; 2024Q4: 179,856 shares; 2025Q1: 175,035 shares; 2025Q2: 172,644 shares; 2025Q3: 169,314 shares; 2025Q4: 161,455 shares; 2026Q1: 158,716 shares 158,716 $32.8M 0.65% -2,739 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,247 shares; 2025Q1: 2,741 shares; 2025Q2: 2,447 shares; 2025Q3: 450,153 shares; 2025Q4: 605,050 shares; 2026Q1: 820,980 shares 820,980 $29.7M 0.58% +215,930 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,241 shares; 2024Q4: 512,230 shares; 2025Q1: 550,046 shares; 2025Q2: 513,763 shares; 2025Q3: 579,778 shares; 2025Q4: 637,074 shares; 2026Q1: 703,812 shares 703,812 $29.7M 0.58% +66,738 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: 85,461 shares; 2024Q4: 75,210 shares; 2025Q1: 74,428 shares; 2025Q2: 73,415 shares; 2025Q3: 73,765 shares; 2025Q4: 70,836 shares; 2026Q1: 66,618 shares 66,618 $28.7M 0.56% -4,218 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: 235,286 shares; 2024Q4: 213,304 shares; 2025Q1: 212,810 shares; 2025Q2: 211,243 shares; 2025Q3: 202,024 shares; 2025Q4: 197,197 shares; 2026Q1: 195,431 shares 195,431 $28.2M 0.56% -1,766 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: 134,467 shares; 2024Q4: 124,780 shares; 2025Q1: 121,079 shares; 2025Q2: 119,801 shares; 2025Q3: 117,803 shares; 2025Q4: 114,943 shares; 2026Q1: 114,158 shares 114,158 $27.9M 0.55% -785 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: 574,300 shares; 2024Q4: 1,572,410 shares; 2025Q1: 1,479,868 shares; 2025Q2: 1,054,329 shares; 2025Q3: 1,019,722 shares; 2025Q4: 944,133 shares; 2026Q1: 889,216 shares 889,216 $27.3M 0.54% -54,917 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,784 shares; 2024Q4: 375,878 shares; 2025Q1: 364,929 shares; 2025Q2: 368,063 shares; 2025Q3: 375,055 shares; 2025Q4: 404,960 shares; 2026Q1: 480,555 shares 480,555 $26.5M 0.52% +75,595 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: 117,026 shares; 2024Q4: 86,761 shares; 2025Q1: 86,058 shares; 2025Q2: 85,939 shares; 2025Q3: 83,154 shares; 2025Q4: 80,276 shares; 2026Q1: 80,156 shares 80,156 $26.4M 0.52% -120 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: 159,187 shares; 2024Q4: 107,683 shares; 2025Q1: 107,018 shares; 2025Q2: 104,940 shares; 2025Q3: 104,500 shares; 2025Q4: 104,670 shares; 2026Q1: 104,431 shares 104,431 $25.3M 0.5% -239 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: 42,216 shares; 2024Q4: 42,586 shares; 2025Q1: 39,561 shares; 2025Q2: 38,391 shares; 2025Q3: 37,843 shares; 2025Q4: 36,508 shares; 2026Q1: 35,609 shares 35,609 $25.2M 0.5% -899 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: 35,567 shares; 2024Q4: 37,916 shares; 2025Q1: 29,638 shares; 2025Q2: 29,641 shares; 2025Q3: 34,865 shares; 2025Q4: 35,650 shares; 2026Q1: 38,708 shares 38,708 $25.2M 0.5% +3,058 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: 92,915 shares; 2024Q4: 93,305 shares; 2025Q1: 92,350 shares; 2025Q2: 92,307 shares; 2025Q3: 91,578 shares; 2025Q4: 89,362 shares; 2026Q1: 87,421 shares 87,421 $25.1M 0.49% -1,941 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: 96,591 shares; 2024Q4: 79,288 shares; 2025Q1: 78,501 shares; 2025Q2: 77,793 shares; 2025Q3: 77,831 shares; 2025Q4: 75,027 shares; 2026Q1: 75,290 shares 75,290 $23.4M 0.46% +263 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: 194,756 shares; 2024Q4: 174,913 shares; 2025Q1: 168,828 shares; 2025Q2: 163,942 shares; 2025Q3: 158,807 shares; 2025Q4: 154,463 shares; 2026Q1: 149,676 shares 149,676 $23.2M 0.46% -4,787 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,556 shares; 2025Q4: 578,724 shares; 2026Q1: 749,155 shares 749,155 $23.2M 0.46% +170,431 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: 79,879 shares; 2024Q4: 79,651 shares; 2025Q1: 79,010 shares; 2025Q2: 79,148 shares; 2025Q3: 77,639 shares; 2025Q4: 76,212 shares; 2026Q1: 75,917 shares 75,917 $22.9M 0.45% -295 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,665 shares; 2024Q4: 48,514 shares; 2025Q1: 56,372 shares; 2025Q2: 76,899 shares; 2025Q3: 85,891 shares; 2025Q4: 133,990 shares; 2026Q1: 250,448 shares 250,448 $21.2M 0.42% +116,458 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: 119,641 shares; 2024Q4: 96,613 shares; 2025Q1: 95,994 shares; 2025Q2: 95,472 shares; 2025Q3: 93,626 shares; 2025Q4: 92,156 shares; 2026Q1: 91,717 shares 91,717 $20.7M 0.41% -439 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: 116,364 shares; 2024Q4: 114,241 shares; 2025Q1: 110,831 shares; 2025Q2: 108,970 shares; 2025Q3: 108,290 shares; 2025Q4: 106,067 shares; 2026Q1: 104,585 shares 104,585 $20.2M 0.4% -1,482 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: 32,436 shares; 2024Q4: 33,122 shares; 2025Q1: 33,709 shares; 2025Q2: 34,973 shares; 2025Q3: 34,969 shares; 2025Q4: 34,291 shares; 2026Q1: 34,932 shares 34,932 $20M 0.39% +641 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: 23,451 shares; 2024Q4: 21,548 shares; 2025Q1: 21,035 shares; 2025Q2: 21,130 shares; 2025Q3: 20,306 shares; 2025Q4: 19,994 shares; 2026Q1: 19,995 shares 19,995 $19.9M 0.39% +1 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,061 shares; 2024Q4: 104,406 shares; 2025Q1: 113,431 shares; 2025Q2: 156,328 shares; 2025Q3: 228,449 shares; 2025Q4: 276,292 shares; 2026Q1: 389,889 shares 389,889 $19.1M 0.38% +113,597 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: 121,164 shares; 2024Q4: 116,285 shares; 2025Q1: 114,898 shares; 2025Q2: 108,281 shares; 2025Q3: 96,981 shares; 2025Q4: 90,729 shares; 2026Q1: 88,246 shares 88,246 $19M 0.37% -2,483 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,529 shares; 2024Q4: 439,721 shares; 2025Q1: 478,551 shares; 2025Q2: 504,477 shares; 2025Q3: 473,963 shares; 2025Q4: 428,929 shares; 2026Q1: 378,955 shares 378,955 $18.9M 0.37% -49,974 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: 38,637 shares; 2024Q4: 38,416 shares; 2025Q1: 37,574 shares; 2025Q2: 36,994 shares; 2025Q3: 35,159 shares; 2025Q4: 34,025 shares; 2026Q1: 34,348 shares 34,348 $17.2M 0.34% +323 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: 24,242 shares; 2024Q4: 24,641 shares; 2025Q1: 24,958 shares; 2025Q2: 25,296 shares; 2025Q3: 26,983 shares; 2025Q4: 27,833 shares; 2026Q1: 25,509 shares 25,509 $16.7M 0.33% -2,324 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: 164,647 shares; 2024Q4: 158,585 shares; 2025Q1: 131,037 shares; 2025Q2: 114,235 shares; 2025Q3: 115,073 shares; 2025Q4: 113,510 shares; 2026Q1: 104,591 shares 104,591 $15.5M 0.3% -8,919 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: 89,764 shares; 2024Q4: 89,268 shares; 2025Q1: 92,049 shares; 2025Q2: 99,500 shares; 2025Q3: 129,289 shares; 2025Q4: 135,773 shares; 2026Q1: 149,808 shares 149,808 $15.1M 0.3% +14,035 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,864 shares; 2024Q4: 414,183 shares; 2025Q1: 437,701 shares; 2025Q2: 451,082 shares; 2025Q3: 499,689 shares; 2025Q4: 601,744 shares; 2026Q1: 612,998 shares 612,998 $14.9M 0.29% +11,254 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: 9,232 shares; 2024Q4: 10,252 shares; 2025Q1: 10,100 shares; 2025Q2: 10,096 shares; 2025Q3: 10,179 shares; 2025Q4: 10,058 shares; 2026Q1: 10,035 shares 10,035 $14.8M 0.29% -23 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: 112,670 shares; 2024Q4: 92,614 shares; 2025Q1: 91,051 shares; 2025Q2: 89,732 shares; 2025Q3: 89,102 shares; 2025Q4: 88,135 shares; 2026Q1: 88,088 shares 88,088 $14.6M 0.29% -47 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: 44,063 shares; 2024Q4: 90,221 shares; 2025Q1: 102,921 shares; 2025Q2: 321,055 shares; 2025Q3: 308,411 shares; 2025Q4: 309,966 shares; 2026Q1: 302,609 shares 302,609 $14M 0.28% -7,357 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,269 shares; 2024Q4: 322,414 shares; 2025Q1: 334,263 shares; 2025Q2: 343,754 shares; 2025Q3: 368,969 shares; 2025Q4: 488,519 shares; 2026Q1: 539,668 shares 539,668 $13.7M 0.27% +51,149 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: 137,097 shares; 2024Q4: 122,964 shares; 2025Q1: 117,234 shares; 2025Q2: 112,840 shares; 2025Q3: 109,982 shares; 2025Q4: 109,192 shares; 2026Q1: 110,805 shares 110,805 $13.3M 0.26% +1,613 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: 73,205 shares; 2024Q4: 72,803 shares; 2025Q1: 70,878 shares; 2025Q2: 70,520 shares; 2025Q3: 70,368 shares; 2025Q4: 67,035 shares; 2026Q1: 66,875 shares 66,875 $13.2M 0.26% -160 Timeline IBDR 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: 461,366 shares; 2024Q4: 527,888 shares; 2025Q1: 554,970 shares; 2025Q2: 574,305 shares; 2025Q3: 586,700 shares; 2025Q4: 636,652 shares; 2026Q1: 544,053 shares 544,053 $13.2M 0.26% -92,599 Timeline HELO 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: 235,184 shares; 2024Q4: 286,430 shares; 2025Q1: 274,025 shares; 2025Q2: 222,442 shares; 2025Q3: 223,299 shares; 2025Q4: 215,771 shares; 2026Q1: 203,253 shares 203,253 $13M 0.26% -12,518 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: 207,271 shares; 2024Q4: 163,984 shares; 2025Q1: 155,200 shares; 2025Q2: 139,165 shares; 2025Q3: 137,009 shares; 2025Q4: 133,351 shares; 2026Q1: 135,791 shares 135,791 $12.6M 0.25% +2,440 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: 22,680 shares; 2024Q4: 25,965 shares; 2025Q1: 22,266 shares; 2025Q2: 21,522 shares; 2025Q3: 23,717 shares; 2025Q4: 24,786 shares; 2026Q1: 21,787 shares 21,787 $12.6M 0.25% -2,999 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: 66,734 shares; 2024Q4: 93,135 shares; 2025Q1: 97,765 shares; 2025Q2: 110,937 shares; 2025Q3: 143,514 shares; 2025Q4: 168,983 shares; 2026Q1: 231,861 shares 231,861 $12.5M 0.25% +62,878 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: 69,164 shares; 2024Q4: 53,419 shares; 2025Q1: 54,015 shares; 2025Q2: 56,817 shares; 2025Q3: 61,446 shares; 2025Q4: 61,867 shares; 2026Q1: 62,856 shares 62,856 $12.3M 0.24% +989 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,464 shares; 2024Q4: 203,257 shares; 2025Q1: 266,174 shares; 2025Q2: 334,677 shares; 2025Q3: 383,250 shares; 2025Q4: 422,630 shares; 2026Q1: 472,328 shares 472,328 $11.9M 0.23% +49,698 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: 150,934 shares; 2024Q4: 149,938 shares; 2025Q1: 146,116 shares; 2025Q2: 131,045 shares; 2025Q3: 127,980 shares; 2025Q4: 114,956 shares; 2026Q1: 113,204 shares 113,204 $11.6M 0.23% -1,752 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: 44,215 shares; 2024Q4: 38,831 shares; 2025Q1: 37,536 shares; 2025Q2: 36,916 shares; 2025Q3: 36,451 shares; 2025Q4: 33,440 shares; 2026Q1: 32,794 shares 32,794 $11.5M 0.23% -646 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,711 shares; 2024Q4: 276,410 shares; 2025Q1: 297,561 shares; 2025Q2: 305,786 shares; 2025Q3: 327,308 shares; 2025Q4: 436,035 shares; 2026Q1: 483,346 shares 483,346 $11.2M 0.22% +47,311 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: 180,246 shares; 2024Q4: 151,478 shares; 2025Q1: 152,188 shares; 2025Q2: 153,267 shares; 2025Q3: 154,972 shares; 2025Q4: 147,984 shares; 2026Q1: 147,509 shares 147,509 $11.2M 0.22% -475 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,231 shares; 2024Q4: 171,312 shares; 2025Q1: 236,002 shares; 2025Q2: 271,492 shares; 2025Q3: 293,172 shares; 2025Q4: 436,437 shares; 2026Q1: 501,553 shares 501,553 $11M 0.22% +65,116 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: 220,480 shares; 2024Q4: 227,600 shares; 2025Q1: 224,622 shares; 2025Q2: 225,548 shares; 2025Q3: 223,194 shares; 2025Q4: 223,007 shares; 2026Q1: 220,728 shares 220,728 $10.8M 0.21% -2,279 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: 54,470 shares; 2024Q4: 57,986 shares; 2025Q1: 50,443 shares; 2025Q2: 50,198 shares; 2025Q3: 51,516 shares; 2025Q4: 50,494 shares; 2026Q1: 52,269 shares 52,269 $10.6M 0.21% +1,775 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: 84,502 shares; 2024Q4: 78,435 shares; 2025Q1: 79,150 shares; 2025Q2: 80,670 shares; 2025Q3: 80,523 shares; 2025Q4: 80,759 shares; 2026Q1: 81,047 shares 81,047 $10.6M 0.21% +288 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,136 shares; 2024Q4: 307,442 shares; 2025Q1: 302,620 shares; 2025Q2: 306,581 shares; 2025Q3: 296,548 shares; 2025Q4: 264,284 shares; 2026Q1: 257,055 shares 257,055 $10.5M 0.21% -7,229 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: 25,769 shares; 2024Q4: 25,589 shares; 2025Q1: 23,974 shares; 2025Q2: 22,151 shares; 2025Q3: 21,071 shares; 2025Q4: 20,824 shares; 2026Q1: 20,519 shares 20,519 $10.1M 0.2% -305 Timeline DBEF 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: 254,513 shares; 2024Q4: 277,785 shares; 2025Q1: 269,521 shares; 2025Q2: 267,066 shares; 2025Q3: 252,009 shares; 2025Q4: 236,839 shares; 2026Q1: 202,348 shares 202,348 $10M 0.2% -34,491 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: 48,836 shares; 2024Q4: 49,968 shares; 2025Q1: 48,640 shares; 2025Q2: 47,783 shares; 2025Q3: 47,332 shares; 2025Q4: 47,880 shares; 2026Q1: 47,514 shares 47,514 $9.98M 0.2% -366 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: 74,499 shares; 2024Q4: 78,459 shares; 2025Q1: 76,730 shares; 2025Q2: 75,058 shares; 2025Q3: 75,618 shares; 2025Q4: 74,939 shares; 2026Q1: 76,656 shares 76,656 $9.53M 0.19% +1,717 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,392 shares; 2024Q4: 167,092 shares; 2025Q1: 161,288 shares; 2025Q2: 164,184 shares; 2025Q3: 181,485 shares; 2025Q4: 182,946 shares; 2026Q1: 167,683 shares 167,683 $9.5M 0.19% -15,263 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080,564 shares; 2024Q4: 629,190 shares; 2025Q1: 619,229 shares; 2025Q2: 593,635 shares; 2025Q3: 598,261 shares; 2025Q4: 518,481 shares; 2026Q1: 387,683 shares 387,683 $9.46M 0.19% -130,798 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: 106,978 shares; 2024Q4: 112,101 shares; 2025Q1: 111,770 shares; 2025Q2: 113,796 shares; 2025Q3: 119,543 shares; 2025Q4: 123,488 shares; 2026Q1: 121,575 shares 121,575 $9.43M 0.19% -1,913 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: 71,153 shares; 2024Q4: 46,537 shares; 2025Q1: 45,934 shares; 2025Q2: 42,815 shares; 2025Q3: 35,576 shares; 2025Q4: 33,537 shares; 2026Q1: 32,700 shares 32,700 $8.85M 0.17% -837 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: 67,639 shares; 2024Q4: 59,814 shares; 2025Q1: 58,500 shares; 2025Q2: 66,820 shares; 2025Q3: 79,531 shares; 2025Q4: 86,246 shares; 2026Q1: 97,343 shares 97,343 $8.81M 0.17% +11,097 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: 64,712 shares; 2024Q4: 65,494 shares; 2025Q1: 63,172 shares; 2025Q2: 66,807 shares; 2025Q3: 68,602 shares; 2025Q4: 65,587 shares; 2026Q1: 61,356 shares 61,356 $8.74M 0.17% -4,231 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: 463,760 shares; 2024Q4: 395,450 shares; 2025Q1: 431,494 shares; 2025Q2: 454,538 shares; 2025Q3: 399,853 shares; 2025Q4: 314,488 shares; 2026Q1: 308,862 shares 308,862 $8.67M 0.17% -5,626 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: 95,563 shares; 2024Q4: 97,768 shares; 2025Q1: 105,153 shares; 2025Q2: 114,020 shares; 2025Q3: 109,214 shares; 2025Q4: 102,731 shares; 2026Q1: 100,861 shares 100,861 $8.35M 0.16% -1,870 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,325 shares; 2024Q4: 102,043 shares; 2025Q1: 120,113 shares; 2025Q2: 144,274 shares; 2025Q3: 165,844 shares; 2025Q4: 183,577 shares; 2026Q1: 280,537 shares 280,537 $8.27M 0.16% +96,960 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: 23,047 shares; 2024Q4: 22,983 shares; 2025Q1: 24,231 shares; 2025Q2: 28,152 shares; 2025Q3: 29,123 shares; 2025Q4: 28,482 shares; 2026Q1: 29,106 shares 29,106 $8.26M 0.16% +624 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: 45,975 shares; 2024Q4: 44,567 shares; 2025Q1: 43,511 shares; 2025Q2: 44,546 shares; 2025Q3: 43,583 shares; 2025Q4: 41,546 shares; 2026Q1: 40,240 shares 40,240 $7.96M 0.16% -1,306 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,571 shares; 2025Q1: 17,896 shares; 2025Q2: 26,016 shares; 2025Q3: 47,698 shares; 2025Q4: 67,023 shares; 2026Q1: 98,406 shares 98,406 $7.93M 0.16% +31,383 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: 170,692 shares; 2024Q4: 104,221 shares; 2025Q1: 102,946 shares; 2025Q2: 101,210 shares; 2025Q3: 100,415 shares; 2025Q4: 100,163 shares; 2026Q1: 100,115 shares 100,115 $7.88M 0.16% -48 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: 80,561 shares; 2024Q4: 83,336 shares; 2025Q1: 82,909 shares; 2025Q2: 81,871 shares; 2025Q3: 81,238 shares; 2025Q4: 79,701 shares; 2026Q1: 80,755 shares 80,755 $7.79M 0.15% +1,054 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: 27,011 shares; 2024Q4: 25,194 shares; 2025Q1: 24,415 shares; 2025Q2: 23,849 shares; 2025Q3: 23,817 shares; 2025Q4: 23,110 shares; 2026Q1: 22,475 shares 22,475 $7.71M 0.15% -635 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: 29,748 shares; 2024Q4: 29,892 shares; 2025Q1: 26,908 shares; 2025Q2: 26,000 shares; 2025Q3: 25,686 shares; 2025Q4: 25,341 shares; 2026Q1: 25,434 shares 25,434 $7.69M 0.15% +93 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: 17,895 shares; 2024Q4: 14,633 shares; 2025Q1: 14,339 shares; 2025Q2: 14,003 shares; 2025Q3: 13,103 shares; 2025Q4: 12,752 shares; 2026Q1: 12,553 shares 12,553 $7.59M 0.15% -199 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: 19,623 shares; 2024Q4: 19,615 shares; 2025Q1: 18,749 shares; 2025Q2: 18,640 shares; 2025Q3: 18,738 shares; 2025Q4: 18,522 shares; 2026Q1: 17,725 shares 17,725 $7.56M 0.15% -797 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: 172,179 shares; 2024Q4: 170,179 shares; 2025Q1: 158,054 shares; 2025Q2: 160,092 shares; 2025Q3: 163,880 shares; 2025Q4: 153,308 shares; 2026Q1: 149,988 shares 149,988 $7.53M 0.15% -3,320 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: 9,079 shares; 2024Q4: 8,850 shares; 2025Q1: 8,896 shares; 2025Q2: 8,879 shares; 2025Q3: 8,728 shares; 2025Q4: 8,554 shares; 2026Q1: 8,617 shares 8,617 $7.46M 0.15% +63 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: 75,511 shares; 2024Q4: 75,323 shares; 2025Q1: 72,709 shares; 2025Q2: 68,783 shares; 2025Q3: 63,480 shares; 2025Q4: 58,980 shares; 2026Q1: 56,071 shares 56,071 $7.4M 0.15% -2,909 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: 45,352 shares; 2024Q4: 46,782 shares; 2025Q1: 45,325 shares; 2025Q2: 45,741 shares; 2025Q3: 45,673 shares; 2025Q4: 43,944 shares; 2026Q1: 45,226 shares 45,226 $7.22M 0.14% +1,282 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: 24,228 shares; 2024Q4: 89,292 shares; 2025Q1: 91,206 shares; 2025Q2: 108,274 shares; 2025Q3: 134,133 shares; 2025Q4: 133,743 shares; 2026Q1: 140,579 shares 140,579 $7.17M 0.14% +6,836 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: 33,788 shares; 2024Q4: 33,366 shares; 2025Q1: 37,607 shares; 2025Q2: 38,399 shares; 2025Q3: 37,003 shares; 2025Q4: 35,611 shares; 2026Q1: 35,807 shares 35,807 $7.13M 0.14% +196 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: 133,008 shares; 2024Q4: 112,967 shares; 2025Q1: 111,862 shares; 2025Q2: 110,168 shares; 2025Q3: 109,931 shares; 2025Q4: 107,932 shares; 2026Q1: 107,117 shares 107,117 $7.07M 0.14% -815 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: 23,421 shares; 2024Q4: 15,531 shares; 2025Q1: 14,471 shares; 2025Q2: 13,802 shares; 2025Q3: 13,213 shares; 2025Q4: 12,608 shares; 2026Q1: 12,394 shares 12,394 $6.98M 0.14% -214 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: 8,464 shares; 2024Q4: 9,872 shares; 2025Q1: 8,209 shares; 2025Q2: 8,158 shares; 2025Q3: 7,717 shares; 2025Q4: 7,394 shares; 2026Q1: 7,584 shares 7,584 $6.62M 0.13% +190 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: 30,961 shares; 2024Q4: 30,267 shares; 2025Q1: 32,418 shares; 2025Q2: 32,426 shares; 2025Q3: 24,605 shares; 2025Q4: 23,905 shares; 2026Q1: 21,856 shares 21,856 $6.53M 0.13% -2,049 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: 145,689 shares; 2024Q4: 137,365 shares; 2025Q1: 137,715 shares; 2025Q2: 121,933 shares; 2025Q3: 112,648 shares; 2025Q4: 106,240 shares; 2026Q1: 105,155 shares 105,155 $6.38M 0.13% -1,085 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: 34,655 shares; 2024Q4: 32,516 shares; 2025Q1: 32,178 shares; 2025Q2: 31,859 shares; 2025Q3: 31,733 shares; 2025Q4: 31,275 shares; 2026Q1: 31,356 shares 31,356 $6.37M 0.13% +81 Timeline IBTI 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: 186,344 shares; 2024Q4: 237,446 shares; 2025Q1: 277,006 shares; 2025Q2: 292,634 shares; 2025Q3: 297,888 shares; 2025Q4: 273,809 shares; 2026Q1: 284,536 shares 284,536 $6.34M 0.12% +10,727 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: 39,592 shares; 2024Q4: 43,851 shares; 2025Q1: 45,782 shares; 2025Q2: 48,312 shares; 2025Q3: 47,317 shares; 2025Q4: 44,084 shares; 2026Q1: 42,710 shares 42,710 $6.28M 0.12% -1,374 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: 37,518 shares; 2024Q4: 34,548 shares; 2025Q1: 30,305 shares; 2025Q2: 27,855 shares; 2025Q3: 26,447 shares; 2025Q4: 25,884 shares; 2026Q1: 25,665 shares 25,665 $6.27M 0.12% -219 Timeline GEM 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: 59,377 shares; 2024Q4: 92,497 shares; 2025Q1: 100,210 shares; 2025Q2: 104,317 shares; 2025Q3: 119,839 shares; 2025Q4: 130,624 shares; 2026Q1: 141,925 shares 141,925 $6.13M 0.12% +11,301 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: 303,356 shares; 2024Q4: 282,526 shares; 2025Q1: 275,395 shares; 2025Q2: 297,191 shares; 2025Q3: 326,533 shares; 2025Q4: 292,852 shares; 2026Q1: 267,533 shares 267,533 $6.13M 0.12% -25,319 Timeline BKLN 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: 175,963 shares; 2024Q4: 182,427 shares; 2025Q1: 195,228 shares; 2025Q2: 223,552 shares; 2025Q3: 255,496 shares; 2025Q4: 284,412 shares; 2026Q1: 298,787 shares 298,787 $6.1M 0.12% +14,375 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: 49,034 shares; 2024Q4: 49,971 shares; 2025Q1: 48,709 shares; 2025Q2: 48,050 shares; 2025Q3: 47,410 shares; 2025Q4: 45,541 shares; 2026Q1: 46,284 shares 46,284 $6.06M 0.12% +743 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: 9,388 shares; 2024Q4: 9,347 shares; 2025Q1: 9,717 shares; 2025Q2: 9,802 shares; 2025Q3: 9,772 shares; 2025Q4: 9,710 shares; 2026Q1: 9,707 shares 9,707 $5.99M 0.12% -3 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: 14,618 shares; 2024Q4: 14,610 shares; 2025Q1: 14,565 shares; 2025Q2: 14,574 shares; 2025Q3: 14,494 shares; 2025Q4: 14,495 shares; 2026Q1: 14,341 shares 14,341 $5.98M 0.12% -154 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: 25,797 shares; 2024Q4: 25,703 shares; 2025Q1: 26,444 shares; 2025Q2: 26,351 shares; 2025Q3: 25,977 shares; 2025Q4: 24,834 shares; 2026Q1: 25,501 shares 25,501 $5.86M 0.12% +667 Timeline ESGD 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: 44,892 shares; 2024Q4: 45,738 shares; 2025Q1: 42,751 shares; 2025Q2: 48,120 shares; 2025Q3: 66,343 shares; 2025Q4: 65,551 shares; 2026Q1: 60,515 shares 60,515 $5.79M 0.11% -5,036 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: 87,883 shares; 2024Q4: 90,212 shares; 2025Q1: 83,204 shares; 2025Q2: 82,876 shares; 2025Q3: 83,741 shares; 2025Q4: 86,345 shares; 2026Q1: 85,298 shares 85,298 $5.76M 0.11% -1,047 Timeline IBTJ 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: 168,836 shares; 2024Q4: 220,809 shares; 2025Q1: 261,748 shares; 2025Q2: 286,001 shares; 2025Q3: 291,273 shares; 2025Q4: 256,067 shares; 2026Q1: 262,196 shares 262,196 $5.73M 0.11% +6,129 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: 24,990 shares; 2024Q4: 32,238 shares; 2025Q1: 42,800 shares; 2025Q2: 47,600 shares; 2025Q3: 63,928 shares; 2025Q4: 70,259 shares; 2026Q1: 97,232 shares 97,232 $5.69M 0.11% +26,973 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,419 shares; 2024Q4: 113,537 shares; 2025Q1: 113,475 shares; 2025Q2: 112,869 shares; 2025Q3: 112,869 shares; 2025Q4: 112,669 shares; 2026Q1: 112,371 shares 112,371 $5.63M 0.11% -298 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: 14,742 shares; 2024Q4: 14,823 shares; 2025Q1: 16,452 shares; 2025Q2: 17,306 shares; 2025Q3: 17,305 shares; 2025Q4: 16,812 shares; 2026Q1: 16,960 shares 16,960 $5.57M 0.11% +148 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: 9,069 shares; 2024Q4: 8,256 shares; 2025Q1: 8,110 shares; 2025Q2: 8,009 shares; 2025Q3: 7,974 shares; 2025Q4: 7,907 shares; 2026Q1: 8,042 shares 8,042 $5.49M 0.11% +135 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: 24,021 shares; 2024Q4: 25,037 shares; 2025Q1: 24,388 shares; 2025Q2: 24,627 shares; 2025Q3: 24,457 shares; 2025Q4: 23,536 shares; 2026Q1: 22,280 shares 22,280 $5.4M 0.11% -1,256 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: 15,708 shares; 2024Q4: 15,636 shares; 2025Q1: 15,578 shares; 2025Q2: 15,557 shares; 2025Q3: 15,316 shares; 2025Q4: 15,118 shares; 2026Q1: 15,058 shares 15,058 $5.39M 0.11% -60 Timeline IBMO 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: 131,446 shares; 2024Q4: 169,707 shares; 2025Q1: 162,001 shares; 2025Q2: 172,675 shares; 2025Q3: 165,348 shares; 2025Q4: 199,547 shares; 2026Q1: 206,146 shares 206,146 $5.28M 0.1% +6,599 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: 38,455 shares; 2024Q4: 35,525 shares; 2025Q1: 35,563 shares; 2025Q2: 34,641 shares; 2025Q3: 36,971 shares; 2025Q4: 36,072 shares; 2026Q1: 36,225 shares 36,225 $5.26M 0.1% +153 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,810 shares; 2024Q4: 26,100 shares; 2025Q1: 25,223 shares; 2025Q2: 25,131 shares; 2025Q3: 25,411 shares; 2025Q4: 25,146 shares; 2026Q1: 22,201 shares 22,201 $5.25M 0.1% -2,945 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: 23,732 shares; 2024Q4: 22,717 shares; 2025Q1: 21,800 shares; 2025Q2: 21,439 shares; 2025Q3: 21,159 shares; 2025Q4: 20,904 shares; 2026Q1: 21,070 shares 21,070 $5.21M 0.1% +166 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: 14,257 shares; 2024Q4: 13,992 shares; 2025Q1: 13,891 shares; 2025Q2: 13,749 shares; 2025Q3: 17,309 shares; 2025Q4: 17,152 shares; 2026Q1: 17,104 shares 17,104 $5.17M 0.1% -48 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: 95,456 shares; 2024Q4: 92,430 shares; 2025Q1: 88,830 shares; 2025Q2: 87,048 shares; 2025Q3: 85,801 shares; 2025Q4: 83,688 shares; 2026Q1: 75,668 shares 75,668 $5.16M 0.1% -8,020 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: 24,001 shares; 2024Q4: 24,042 shares; 2025Q1: 23,775 shares; 2025Q2: 21,748 shares; 2025Q3: 21,156 shares; 2025Q4: 38,907 shares; 2026Q1: 38,596 shares 38,596 $5.13M 0.1% -311 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: 18,071 shares; 2024Q4: 17,576 shares; 2025Q1: 17,248 shares; 2025Q2: 17,006 shares; 2025Q3: 20,940 shares; 2025Q4: 20,356 shares; 2026Q1: 19,827 shares 19,827 $5.1M 0.1% -529 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: 4,194 shares; 2024Q4: 3,861 shares; 2025Q1: 3,916 shares; 2025Q2: 4,124 shares; 2025Q3: 3,793 shares; 2025Q4: 3,823 shares; 2026Q1: 3,830 shares 3,830 $5.06M 0.1% +7 Timeline IBTK 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: 131,337 shares; 2024Q4: 150,528 shares; 2025Q1: 234,274 shares; 2025Q2: 255,197 shares; 2025Q3: 264,105 shares; 2025Q4: 279,153 shares; 2026Q1: 255,658 shares 255,658 $5.04M 0.1% -23,495 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: 11,787 shares; 2024Q4: 29,878 shares; 2025Q1: 29,516 shares; 2025Q2: 31,966 shares; 2025Q3: 45,558 shares; 2025Q4: 67,955 shares; 2026Q1: 71,486 shares 71,486 $4.99M 0.1% +3,531 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: 108,019 shares; 2024Q4: 108,286 shares; 2025Q1: 116,058 shares; 2025Q2: 105,294 shares; 2025Q3: 102,557 shares; 2025Q4: 101,839 shares; 2026Q1: 100,508 shares 100,508 $4.96M 0.1% -1,331 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 49,586 shares; 2025Q1: 61,298 shares; 2025Q2: 68,955 shares; 2025Q3: 88,059 shares; 2025Q4: 89,505 shares; 2026Q1: 100,578 shares 100,578 $4.85M 0.1% +11,073 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: 48,781 shares; 2024Q4: 46,018 shares; 2025Q1: 47,471 shares; 2025Q2: 46,506 shares; 2025Q3: 46,442 shares; 2025Q4: 44,172 shares; 2026Q1: 43,407 shares 43,407 $4.83M 0.1% -765 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: 14,586 shares; 2024Q4: 14,565 shares; 2025Q1: 14,276 shares; 2025Q2: 14,059 shares; 2025Q3: 14,496 shares; 2025Q4: 14,303 shares; 2026Q1: 14,112 shares 14,112 $4.82M 0.09% -191 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: 199,783 shares; 2024Q4: 182,008 shares; 2025Q1: 191,351 shares; 2025Q2: 190,778 shares; 2025Q3: 191,609 shares; 2025Q4: 179,464 shares; 2026Q1: 165,090 shares 165,090 $4.79M 0.09% -14,374 Timeline XMHQ 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: 51,420 shares; 2024Q4: 56,182 shares; 2025Q1: 57,812 shares; 2025Q2: 57,250 shares; 2025Q3: 55,294 shares; 2025Q4: 51,523 shares; 2026Q1: 45,225 shares 45,225 $4.67M 0.09% -6,298 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: 50,367 shares; 2024Q4: 49,284 shares; 2025Q1: 47,830 shares; 2025Q2: 46,715 shares; 2025Q3: 46,651 shares; 2025Q4: 45,573 shares; 2026Q1: 48,256 shares 48,256 $4.66M 0.09% +2,683 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: 2,899 shares; 2024Q4: 2,999 shares; 2025Q1: 3,808 shares; 2025Q2: 4,229 shares; 2025Q3: 4,495 shares; 2025Q4: 44,495 shares; 2026Q1: 47,962 shares 47,962 $4.61M 0.09% +3,467 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,757 shares; 2024Q4: 143,549 shares; 2025Q1: 157,733 shares; 2025Q2: 164,623 shares; 2025Q3: 189,203 shares; 2025Q4: 222,554 shares; 2026Q1: 213,606 shares 213,606 $4.59M 0.09% -8,948 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: 28,085 shares; 2024Q4: 28,084 shares; 2025Q1: 27,071 shares; 2025Q2: 26,831 shares; 2025Q3: 26,850 shares; 2025Q4: 25,895 shares; 2026Q1: 25,043 shares 25,043 $4.56M 0.09% -852 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: 1,960 shares; 2024Q4: 2,598 shares; 2025Q1: 2,517 shares; 2025Q2: 14,039 shares; 2025Q3: 22,762 shares; 2025Q4: 35,913 shares; 2026Q1: 45,944 shares 45,944 $4.56M 0.09% +10,031 Timeline JPST 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: 74,060 shares; 2024Q4: 101,199 shares; 2025Q1: 102,310 shares; 2025Q2: 102,147 shares; 2025Q3: 97,975 shares; 2025Q4: 96,076 shares; 2026Q1: 89,942 shares 89,942 $4.55M 0.09% -6,134 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: 7,055 shares; 2024Q4: 7,022 shares; 2025Q1: 6,984 shares; 2025Q2: 6,951 shares; 2025Q3: 6,926 shares; 2025Q4: 6,516 shares; 2026Q1: 6,507 shares 6,507 $4.54M 0.09% -9 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: 29,483 shares; 2024Q4: 31,206 shares; 2025Q1: 31,674 shares; 2025Q2: 31,061 shares; 2025Q3: 30,577 shares; 2025Q4: 27,656 shares; 2026Q1: 27,308 shares 27,308 $4.49M 0.09% -348 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: 22,832 shares; 2025Q1: 22,497 shares; 2025Q2: 21,897 shares; 2025Q3: 21,907 shares; 2025Q4: 21,890 shares; 2026Q1: 20,690 shares 20,690 $4.42M 0.09% -1,200 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: 22,769 shares; 2024Q4: 25,361 shares; 2025Q1: 31,042 shares; 2025Q2: 36,831 shares; 2025Q3: 39,561 shares; 2025Q4: 42,515 shares; 2026Q1: 46,263 shares 46,263 $4.35M 0.09% +3,748 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: 8,522 shares; 2024Q4: 8,692 shares; 2025Q1: 8,617 shares; 2025Q2: 8,409 shares; 2025Q3: 8,312 shares; 2025Q4: 8,151 shares; 2026Q1: 8,075 shares 8,075 $4.34M 0.09% -76 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: 30,526 shares; 2024Q4: 26,986 shares; 2025Q1: 25,041 shares; 2025Q2: 23,771 shares; 2025Q3: 37,174 shares; 2025Q4: 39,795 shares; 2026Q1: 48,326 shares 48,326 $4.29M 0.08% +8,531 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: 10,823 shares; 2024Q4: 14,097 shares; 2025Q1: 14,710 shares; 2025Q2: 15,242 shares; 2025Q3: 15,232 shares; 2025Q4: 14,541 shares; 2026Q1: 15,284 shares 15,284 $4.27M 0.08% +743 Timeline VOE 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: 15,597 shares; 2024Q4: 16,183 shares; 2025Q1: 16,255 shares; 2025Q2: 16,145 shares; 2025Q3: 23,415 shares; 2025Q4: 23,135 shares; 2026Q1: 23,149 shares 23,149 $4.27M 0.08% +14 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: 51,073 shares; 2024Q4: 42,835 shares; 2025Q1: 47,975 shares; 2025Q2: 53,732 shares; 2025Q3: 49,330 shares; 2025Q4: 90,740 shares; 2026Q1: 92,762 shares 92,762 $4.26M 0.08% +2,022 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: 205,798 shares; 2024Q4: 261,915 shares; 2025Q1: 308,872 shares; 2025Q2: 324,827 shares; 2025Q3: 328,802 shares; 2025Q4: 252,747 shares; 2026Q1: 189,712 shares 189,712 $4.26M 0.08% -63,035 Timeline IBMP 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: 132,228 shares; 2024Q4: 155,546 shares; 2025Q1: 153,666 shares; 2025Q2: 155,497 shares; 2025Q3: 155,250 shares; 2025Q4: 170,966 shares; 2026Q1: 164,903 shares 164,903 $4.2M 0.08% -6,063 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: 60,703 shares; 2024Q4: 51,679 shares; 2025Q1: 52,248 shares; 2025Q2: 49,624 shares; 2025Q3: 48,352 shares; 2025Q4: 46,351 shares; 2026Q1: 46,530 shares 46,530 $4.17M 0.08% +179 Timeline IBMQ 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: 126,025 shares; 2024Q4: 147,133 shares; 2025Q1: 149,983 shares; 2025Q2: 151,130 shares; 2025Q3: 151,385 shares; 2025Q4: 167,289 shares; 2026Q1: 161,574 shares 161,574 $4.12M 0.08% -5,715 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: 10,242 shares; 2024Q4: 10,440 shares; 2025Q1: 9,974 shares; 2025Q2: 9,715 shares; 2025Q3: 9,842 shares; 2025Q4: 9,137 shares; 2026Q1: 8,318 shares 8,318 $4.12M 0.08% -819 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: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 1,922 shares; 2025Q2: 2,369 shares; 2025Q3: 58,678 shares; 2025Q4: 58,848 shares; 2026Q1: 58,678 shares 58,678 $4.12M 0.08% -170 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: 324 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,307 shares; 2025Q3: 137,907 shares; 2025Q4: 138,213 shares; 2026Q1: 138,007 shares 138,007 $4.02M 0.08% -206 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 8,110 shares; 2025Q1: 14,074 shares; 2025Q2: 20,142 shares; 2025Q3: 24,218 shares; 2025Q4: 121,016 shares; 2026Q1: 190,340 shares 190,340 $3.98M 0.08% +69,324 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,592 shares; 2024Q4: 25,442 shares; 2025Q1: 27,252 shares; 2025Q2: 28,190 shares; 2025Q3: 26,010 shares; 2025Q4: 24,460 shares; 2026Q1: 21,321 shares 21,321 $3.98M 0.08% -3,139 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,167 shares; 2024Q4: 69,323 shares; 2025Q1: 86,912 shares; 2025Q2: 104,939 shares; 2025Q3: 115,984 shares; 2025Q4: 125,285 shares; 2026Q1: 124,544 shares 124,544 $3.97M 0.08% -741 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: 37,503 shares; 2024Q4: 37,211 shares; 2025Q1: 36,522 shares; 2025Q2: 36,261 shares; 2025Q3: 35,471 shares; 2025Q4: 34,759 shares; 2026Q1: 30,632 shares 30,632 $3.94M 0.08% -4,127 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: 14,686 shares; 2024Q4: 15,147 shares; 2025Q1: 14,789 shares; 2025Q2: 14,731 shares; 2025Q3: 19,676 shares; 2025Q4: 17,978 shares; 2026Q1: 17,928 shares 17,928 $3.89M 0.08% -50 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: 139,587 shares; 2024Q4: 139,155 shares; 2025Q1: 139,783 shares; 2025Q2: 141,370 shares; 2025Q3: 134,836 shares; 2025Q4: 136,594 shares; 2026Q1: 134,224 shares 134,224 $3.85M 0.08% -2,370 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: 28,824 shares; 2024Q4: 103,652 shares; 2025Q1: 104,028 shares; 2025Q2: 94,758 shares; 2025Q3: 93,324 shares; 2025Q4: 85,317 shares; 2026Q1: 85,022 shares 85,022 $3.85M 0.08% -295 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,395 shares; 2024Q4: 110,538 shares; 2025Q1: 79,090 shares; 2025Q2: 75,223 shares; 2025Q3: 74,213 shares; 2025Q4: 74,529 shares; 2026Q1: 75,452 shares 75,452 $3.76M 0.07% +923 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,073 shares; 2024Q4: 21,281 shares; 2025Q1: 20,961 shares; 2025Q2: 21,011 shares; 2025Q3: 19,909 shares; 2025Q4: 18,932 shares; 2026Q1: 17,201 shares 17,201 $3.73M 0.07% -1,731 Timeline IBMS 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: 60,328 shares; 2025Q1: 80,861 shares; 2025Q2: 93,691 shares; 2025Q3: 98,580 shares; 2025Q4: 132,748 shares; 2026Q1: 143,914 shares 143,914 $3.72M 0.07% +11,166 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: 92,339 shares; 2024Q4: 88,608 shares; 2025Q1: 87,178 shares; 2025Q2: 87,128 shares; 2025Q3: 82,628 shares; 2025Q4: 78,759 shares; 2026Q1: 75,028 shares 75,028 $3.57M 0.07% -3,731 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: 13,412 shares; 2024Q4: 13,131 shares; 2025Q1: 13,004 shares; 2025Q2: 12,977 shares; 2025Q3: 12,753 shares; 2025Q4: 12,542 shares; 2026Q1: 12,416 shares 12,416 $3.56M 0.07% -126 Timeline IBMR 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: 92,254 shares; 2024Q4: 114,555 shares; 2025Q1: 115,816 shares; 2025Q2: 124,261 shares; 2025Q3: 129,364 shares; 2025Q4: 144,285 shares; 2026Q1: 139,794 shares 139,794 $3.54M 0.07% -4,491 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,993 shares; 2024Q4: 86,606 shares; 2025Q1: 143,229 shares; 2025Q2: 139,972 shares; 2025Q3: 148,559 shares; 2025Q4: 165,278 shares; 2026Q1: 173,481 shares 173,481 $3.54M 0.07% +8,203 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: 3,753 shares; 2025Q1: 3,730 shares; 2025Q2: 3,670 shares; 2025Q3: 3,665 shares; 2025Q4: 3,673 shares; 2026Q1: 3,679 shares 3,679 $3.54M 0.07% +6 Timeline IUSG 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: 24,160 shares; 2024Q4: 24,120 shares; 2025Q1: 24,148 shares; 2025Q2: 24,042 shares; 2025Q3: 24,442 shares; 2025Q4: 24,302 shares; 2026Q1: 22,730 shares 22,730 $3.53M 0.07% -1,572 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: 37,392 shares; 2024Q4: 45,209 shares; 2025Q1: 44,432 shares; 2025Q2: 35,248 shares; 2025Q3: 32,350 shares; 2025Q4: 58,156 shares; 2026Q1: 57,111 shares 57,111 $3.5M 0.07% -1,045 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: 41,188 shares; 2024Q4: 40,080 shares; 2025Q1: 39,942 shares; 2025Q2: 38,606 shares; 2025Q3: 26,436 shares; 2025Q4: 25,546 shares; 2026Q1: 23,428 shares 23,428 $3.42M 0.07% -2,118 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: 62,835 shares; 2024Q4: 57,536 shares; 2025Q1: 56,080 shares; 2025Q2: 63,860 shares; 2025Q3: 65,318 shares; 2025Q4: 62,274 shares; 2026Q1: 63,703 shares 63,703 $3.31M 0.07% +1,429 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: 4,925 shares; 2024Q4: 5,106 shares; 2025Q1: 4,391 shares; 2025Q2: 4,491 shares; 2025Q3: 4,052 shares; 2025Q4: 3,696 shares; 2026Q1: 3,697 shares 3,697 $3.31M 0.07% +1 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,104 shares; 2024Q4: 54,518 shares; 2025Q1: 61,976 shares; 2025Q2: 66,931 shares; 2025Q3: 77,934 shares; 2025Q4: 99,218 shares; 2026Q1: 92,399 shares 92,399 $3.12M 0.06% -6,819 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,987 shares; 2024Q4: 9,791 shares; 2025Q1: 8,985 shares; 2025Q2: 9,016 shares; 2025Q3: 8,393 shares; 2025Q4: 7,363 shares; 2026Q1: 6,963 shares 6,963 $3.11M 0.06% -400 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 11,250 shares; 2025Q1: 12,888 shares; 2025Q2: 13,795 shares; 2025Q3: 14,451 shares; 2025Q4: 12,091 shares; 2026Q1: 10,919 shares 10,919 $3.1M 0.06% -1,172 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 5,223 shares; 2025Q1: 5,897 shares; 2025Q2: 6,269 shares; 2025Q3: 6,416 shares; 2025Q4: 7,279 shares; 2026Q1: 8,693 shares 8,693 $3M 0.06% +1,414 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: 163,051 shares; 2024Q4: 98,183 shares; 2025Q1: 82,923 shares; 2025Q2: 76,405 shares; 2025Q3: 69,469 shares; 2025Q4: 67,650 shares; 2026Q1: 67,818 shares 67,818 $2.99M 0.06% +168 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: 7,826 shares; 2024Q4: 7,642 shares; 2025Q1: 7,633 shares; 2025Q2: 7,465 shares; 2025Q3: 7,296 shares; 2025Q4: 7,084 shares; 2026Q1: 6,889 shares 6,889 $2.93M 0.06% -195 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 25,969 shares; 2025Q1: 28,478 shares; 2025Q2: 29,272 shares; 2025Q3: 31,708 shares; 2025Q4: 35,337 shares; 2026Q1: 43,466 shares 43,466 $2.92M 0.06% +8,129 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: 23,930 shares; 2024Q4: 24,802 shares; 2025Q1: 25,627 shares; 2025Q2: 27,798 shares; 2025Q3: 27,191 shares; 2025Q4: 24,964 shares; 2026Q1: 24,417 shares 24,417 $2.89M 0.06% -547 Timeline GSSC 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: 14,923 shares; 2024Q4: 33,520 shares; 2025Q1: 30,650 shares; 2025Q2: 25,636 shares; 2025Q3: 27,630 shares; 2025Q4: 35,148 shares; 2026Q1: 38,484 shares 38,484 $2.87M 0.06% +3,336 Timeline IBIF 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: 15,478 shares; 2025Q1: 22,665 shares; 2025Q2: 25,419 shares; 2025Q3: 23,448 shares; 2025Q4: 77,054 shares; 2026Q1: 109,111 shares 109,111 $2.86M 0.06% +32,057 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: 60,213 shares; 2024Q4: 58,001 shares; 2025Q1: 62,089 shares; 2025Q2: 60,679 shares; 2025Q3: 59,334 shares; 2025Q4: 50,049 shares; 2026Q1: 49,410 shares 49,410 $2.85M 0.06% -639 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: 13,000 shares; 2024Q4: 11,618 shares; 2025Q1: 8,604 shares; 2025Q2: 8,569 shares; 2025Q3: 8,902 shares; 2025Q4: 8,355 shares; 2026Q1: 7,652 shares 7,652 $2.84M 0.06% -703 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,644 shares; 2024Q4: 26,984 shares; 2025Q1: 26,848 shares; 2025Q2: 27,137 shares; 2025Q3: 27,894 shares; 2025Q4: 26,060 shares; 2026Q1: 25,674 shares 25,674 $2.82M 0.06% -386 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: 13,193 shares; 2024Q4: 14,200 shares; 2025Q1: 13,482 shares; 2025Q2: 13,469 shares; 2025Q3: 13,463 shares; 2025Q4: 13,334 shares; 2026Q1: 13,491 shares 13,491 $2.81M 0.06% +157 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: 10,351 shares; 2024Q4: 20,977 shares; 2025Q1: 19,459 shares; 2025Q2: 20,494 shares; 2025Q3: 19,783 shares; 2025Q4: 18,005 shares; 2026Q1: 17,318 shares 17,318 $2.78M 0.05% -687 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: 19,891 shares; 2024Q4: 19,924 shares; 2025Q1: 19,879 shares; 2025Q2: 19,479 shares; 2025Q3: 19,514 shares; 2025Q4: 19,763 shares; 2026Q1: 19,885 shares 19,885 $2.77M 0.05% +122 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,391 shares; 2024Q4: 119,098 shares; 2025Q1: 119,635 shares; 2025Q2: 123,555 shares; 2025Q3: 126,760 shares; 2025Q4: 136,207 shares; 2026Q1: 134,509 shares 134,509 $2.76M 0.05% -1,698 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: 20,335 shares; 2024Q4: 16,255 shares; 2025Q1: 13,072 shares; 2025Q2: 11,776 shares; 2025Q3: 11,307 shares; 2025Q4: 10,232 shares; 2026Q1: 10,126 shares 10,126 $2.7M 0.05% -106 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,244 shares; 2024Q4: 5,981 shares; 2025Q1: 6,822 shares; 2025Q2: 28,548 shares; 2025Q3: 30,858 shares; 2025Q4: 34,658 shares; 2026Q1: 38,915 shares 38,915 $2.61M 0.05% +4,257 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,495 shares; 2025Q1: 2,828 shares; 2025Q2: 2,046 shares; 2025Q3: 3,808 shares; 2025Q4: 5,529 shares; 2026Q1: 7,721 shares 7,721 $2.61M 0.05% +2,192 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: 5,099 shares; 2024Q4: 7,326 shares; 2025Q1: 6,516 shares; 2025Q2: 6,771 shares; 2025Q3: 6,657 shares; 2025Q4: 6,692 shares; 2026Q1: 6,573 shares 6,573 $2.57M 0.05% -119 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 12,798 shares; 2025Q1: 12,690 shares; 2025Q2: 12,764 shares; 2025Q3: 12,489 shares; 2025Q4: 12,242 shares; 2026Q1: 12,282 shares 12,282 $2.55M 0.05% +40 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: 14,496 shares; 2024Q4: 14,978 shares; 2025Q1: 13,799 shares; 2025Q2: 12,488 shares; 2025Q3: 12,349 shares; 2025Q4: 12,870 shares; 2026Q1: 13,095 shares 13,095 $2.54M 0.05% +225 Timeline TFLO 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: 30,163 shares; 2024Q4: 70,345 shares; 2025Q1: 86,798 shares; 2025Q2: 80,277 shares; 2025Q3: 50,273 shares; 2025Q4: 48,314 shares; 2026Q1: 50,090 shares 50,090 $2.54M 0.05% +1,776 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,134 shares; 2025Q2: 15,656 shares; 2025Q3: 36,970 shares; 2025Q4: 122,762 shares; 2026Q1: 33,223 shares 33,223 $2.51M 0.05% -89,539 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,887 shares; 2024Q4: 6,387 shares; 2025Q1: 6,398 shares; 2025Q2: 5,777 shares; 2025Q3: 5,707 shares; 2025Q4: 50,669 shares; 2026Q1: 106,501 shares 106,501 $2.44M 0.05% +55,832 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: 13,454 shares; 2024Q4: 12,872 shares; 2025Q1: 12,382 shares; 2025Q2: 62,505 shares; 2025Q3: 62,505 shares; 2025Q4: 63,797 shares; 2026Q1: 62,792 shares 62,792 $2.44M 0.05% -1,005 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,327 shares; 2024Q4: 126,492 shares; 2025Q1: 111,627 shares; 2025Q2: 105,875 shares; 2025Q3: 89,548 shares; 2025Q4: 71,084 shares; 2026Q1: 61,517 shares 61,517 $2.43M 0.05% -9,567 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,097 shares; 2024Q4: 45,414 shares; 2025Q1: 44,751 shares; 2025Q2: 44,999 shares; 2025Q3: 43,853 shares; 2025Q4: 43,650 shares; 2026Q1: 43,669 shares 43,669 $2.36M 0.05% +19 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: 23,148 shares; 2024Q4: 15,510 shares; 2025Q1: 15,435 shares; 2025Q2: 15,383 shares; 2025Q3: 15,209 shares; 2025Q4: 15,209 shares; 2026Q1: 15,129 shares 15,129 $2.35M 0.05% -80 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: 40,148 shares; 2024Q4: 41,962 shares; 2025Q1: 38,524 shares; 2025Q2: 40,050 shares; 2025Q3: 37,838 shares; 2025Q4: 31,939 shares; 2026Q1: 29,263 shares 29,263 $2.33M 0.05% -2,676 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: 9,195 shares; 2024Q4: 10,659 shares; 2025Q1: 10,350 shares; 2025Q2: 10,876 shares; 2025Q3: 10,741 shares; 2025Q4: 9,094 shares; 2026Q1: 7,957 shares 7,957 $2.31M 0.05% -1,137 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: 23,229 shares; 2024Q4: 21,754 shares; 2025Q1: 19,884 shares; 2025Q2: 19,869 shares; 2025Q3: 18,993 shares; 2025Q4: 19,088 shares; 2026Q1: 20,927 shares 20,927 $2.3M 0.05% +1,839 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 7,172 shares; 2025Q1: 7,251 shares; 2025Q2: 9,956 shares; 2025Q3: 18,085 shares; 2025Q4: 18,617 shares; 2026Q1: 20,699 shares 20,699 $2.26M 0.04% +2,082 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,490 shares; 2024Q4: 14,290 shares; 2025Q1: 13,859 shares; 2025Q2: 13,755 shares; 2025Q3: 13,742 shares; 2025Q4: 13,742 shares; 2026Q1: 13,389 shares 13,389 $2.26M 0.04% -353 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: 29,204 shares; 2024Q4: 28,835 shares; 2025Q1: 28,894 shares; 2025Q2: 27,641 shares; 2025Q3: 27,463 shares; 2025Q4: 26,409 shares; 2026Q1: 26,269 shares 26,269 $2.24M 0.04% -140 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,356 shares; 2024Q4: 31,992 shares; 2025Q1: 31,278 shares; 2025Q2: 32,822 shares; 2025Q3: 32,923 shares; 2025Q4: 31,364 shares; 2026Q1: 29,942 shares 29,942 $2.23M 0.04% -1,422 Timeline FLRN 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: 112,840 shares; 2024Q4: 108,230 shares; 2025Q1: 104,903 shares; 2025Q2: 100,914 shares; 2025Q3: 97,911 shares; 2025Q4: 75,239 shares; 2026Q1: 72,288 shares 72,288 $2.23M 0.04% -2,951 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,081 shares; 2025Q1: 65,263 shares; 2025Q2: 49,627 shares; 2025Q3: 46,507 shares; 2025Q4: 43,688 shares; 2026Q1: 42,280 shares 42,280 $2.22M 0.04% -1,408 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: 18,184 shares; 2024Q4: 19,908 shares; 2025Q1: 19,985 shares; 2025Q2: 21,452 shares; 2025Q3: 19,746 shares; 2025Q4: 18,009 shares; 2026Q1: 19,504 shares 19,504 $2.21M 0.04% +1,495 Timeline IBIE 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: 11,521 shares; 2025Q1: 18,707 shares; 2025Q2: 21,226 shares; 2025Q3: 18,472 shares; 2025Q4: 59,016 shares; 2026Q1: 84,085 shares 84,085 $2.21M 0.04% +25,069 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 5,078 shares; 2025Q1: 5,074 shares; 2025Q2: 5,073 shares; 2025Q3: 5,079 shares; 2025Q4: 5,081 shares; 2026Q1: 5,067 shares 5,067 $2.2M 0.04% -14 Timeline UFIV RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,035 shares; 2025Q2: 49,260 shares; 2025Q3: 48,285 shares; 2025Q4: 45,680 shares; 2026Q1: 44,630 shares 44,630 $2.18M 0.04% -1,050 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: 14,696 shares; 2024Q4: 29,257 shares; 2025Q1: 21,544 shares; 2025Q2: 27,161 shares; 2025Q3: 32,814 shares; 2025Q4: 28,834 shares; 2026Q1: 28,880 shares 28,880 $2.17M 0.04% +46 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: 6,394 shares; 2024Q4: 5,881 shares; 2025Q1: 5,191 shares; 2025Q2: 5,031 shares; 2025Q3: 5,000 shares; 2025Q4: 4,979 shares; 2026Q1: 4,979 shares 4,979 $2.15M 0.04% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,767 shares; 2024Q4: 52,612 shares; 2025Q1: 55,018 shares; 2025Q2: 54,195 shares; 2025Q3: 48,177 shares; 2025Q4: 44,860 shares; 2026Q1: 43,714 shares 43,714 $2.15M 0.04% -1,146 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,003 shares; 2024Q4: 25,129 shares; 2025Q1: 22,837 shares; 2025Q2: 22,662 shares; 2025Q3: 20,500 shares; 2025Q4: 19,506 shares; 2026Q1: 20,346 shares 20,346 $2.14M 0.04% +840 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: 20,257 shares; 2024Q4: 22,117 shares; 2025Q1: 21,413 shares; 2025Q2: 21,805 shares; 2025Q3: 21,295 shares; 2025Q4: 42,856 shares; 2026Q1: 42,624 shares 42,624 $2.13M 0.04% -232 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,562 shares; 2024Q4: 89,757 shares; 2025Q1: 88,223 shares; 2025Q2: 88,223 shares; 2025Q3: 86,806 shares; 2025Q4: 85,526 shares; 2026Q1: 85,526 shares 85,526 $2.12M 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,882 shares; 2024Q4: 5,988 shares; 2025Q1: 5,908 shares; 2025Q2: 5,576 shares; 2025Q3: 5,203 shares; 2025Q4: 5,081 shares; 2026Q1: 5,867 shares 5,867 $2.09M 0.04% +786 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: 14,507 shares; 2024Q4: 14,446 shares; 2025Q1: 14,280 shares; 2025Q2: 14,140 shares; 2025Q3: 14,079 shares; 2025Q4: 16,221 shares; 2026Q1: 15,812 shares 15,812 $2.07M 0.04% -409 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 3,185 shares; 2025Q1: 3,191 shares; 2025Q2: 2,922 shares; 2025Q3: 4,515 shares; 2025Q4: 39,347 shares; 2026Q1: 81,586 shares 81,586 $2.06M 0.04% +42,239 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares 5,484 $2.03M 0.04% 0 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: 10,796 shares; 2024Q4: 10,665 shares; 2025Q1: 10,483 shares; 2025Q2: 10,317 shares; 2025Q3: 10,209 shares; 2025Q4: 10,095 shares; 2026Q1: 9,768 shares 9,768 $2.03M 0.04% -327 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: 3,343 shares; 2024Q4: 3,933 shares; 2025Q1: 3,116 shares; 2025Q2: 2,572 shares; 2025Q3: 2,827 shares; 2025Q4: 2,669 shares; 2026Q1: 2,366 shares 2,366 $2M 0.04% -303 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: 7,658 shares; 2024Q4: 7,268 shares; 2025Q1: 6,789 shares; 2025Q2: 9,697 shares; 2025Q3: 9,925 shares; 2025Q4: 6,743 shares; 2026Q1: 7,681 shares 7,681 $2M 0.04% +938 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,515 shares; 2025Q1: 5,515 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 4,617 shares 4,617 $1.96M 0.04% -898 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: 29,922 shares; 2024Q4: 27,719 shares; 2025Q1: 25,799 shares; 2025Q2: 24,789 shares; 2025Q3: 23,251 shares; 2025Q4: 20,910 shares; 2026Q1: 20,343 shares 20,343 $1.96M 0.04% -567 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 10,927 shares; 2025Q1: 10,666 shares; 2025Q2: 13,667 shares; 2025Q3: 17,638 shares; 2025Q4: 20,233 shares; 2026Q1: 21,283 shares 21,283 $1.95M 0.04% +1,050 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,192 shares; 2024Q4: 8,648 shares; 2025Q1: 13,004 shares; 2025Q2: 12,994 shares; 2025Q3: 12,841 shares; 2025Q4: 12,355 shares; 2026Q1: 12,300 shares 12,300 $1.94M 0.04% -55 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,649 shares; 2025Q1: 8,417 shares; 2025Q2: 8,128 shares; 2025Q3: 7,776 shares; 2025Q4: 7,406 shares; 2026Q1: 7,291 shares 7,291 $1.94M 0.04% -115 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,532 shares; 2024Q4: 29,469 shares; 2025Q1: 27,308 shares; 2025Q2: 24,060 shares; 2025Q3: 23,276 shares; 2025Q4: 23,002 shares; 2026Q1: 23,006 shares 23,006 $1.93M 0.04% +4 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,172 shares; 2024Q4: 63,739 shares; 2025Q1: 60,965 shares; 2025Q2: 60,805 shares; 2025Q3: 56,638 shares; 2025Q4: 52,865 shares; 2026Q1: 51,734 shares 51,734 $1.93M 0.04% -1,131 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: 18,511 shares; 2024Q4: 18,593 shares; 2025Q1: 18,204 shares; 2025Q2: 17,928 shares; 2025Q3: 18,563 shares; 2025Q4: 15,191 shares; 2026Q1: 15,794 shares 15,794 $1.91M 0.04% +603 Timeline SCHC 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: 60,609 shares; 2024Q4: 53,384 shares; 2025Q1: 50,109 shares; 2025Q2: 43,355 shares; 2025Q3: 42,548 shares; 2025Q4: 40,652 shares; 2026Q1: 40,057 shares 40,057 $1.87M 0.04% -595 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 883 shares; 2025Q1: 5,345 shares; 2025Q2: 14,230 shares; 2025Q3: 14,408 shares; 2025Q4: 12,159 shares; 2026Q1: 12,715 shares 12,715 $1.86M 0.04% +556 Timeline IBIG 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: 252 shares; 2025Q2: 1,257 shares; 2025Q3: 4,152 shares; 2025Q4: 45,594 shares; 2026Q1: 69,638 shares 69,638 $1.83M 0.04% +24,044 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,371 shares; 2024Q4: 39,287 shares; 2025Q1: 39,202 shares; 2025Q2: 39,148 shares; 2025Q3: 28,598 shares; 2025Q4: 28,552 shares; 2026Q1: 28,453 shares 28,453 $1.8M 0.04% -99 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 6,006 shares; 2025Q2: 7,363 shares; 2025Q3: 7,435 shares; 2025Q4: 6,894 shares; 2026Q1: 7,744 shares 7,744 $1.78M 0.04% +850 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 1,083 shares; 2025Q1: 1,033 shares; 2025Q2: 1,142 shares; 2025Q3: 1,206 shares; 2025Q4: 983 shares; 2026Q1: 1,029 shares 1,029 $1.78M 0.04% +46 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: 3,821 shares; 2024Q4: 3,493 shares; 2025Q1: 3,380 shares; 2025Q2: 3,273 shares; 2025Q3: 3,259 shares; 2025Q4: 3,247 shares; 2026Q1: 3,221 shares 3,221 $1.75M 0.03% -26 Timeline IBII 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: 1,900 shares; 2025Q4: 37,662 shares; 2026Q1: 67,386 shares 67,386 $1.75M 0.03% +29,724 Timeline IBIH 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: 250 shares; 2025Q2: 1,160 shares; 2025Q3: 4,040 shares; 2025Q4: 41,567 shares; 2026Q1: 66,566 shares 66,566 $1.75M 0.03% +24,999 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: 8,830 shares 8,830 $1.74M 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,812 shares; 2025Q1: 3,307 shares; 2025Q2: 10,867 shares; 2025Q3: 9,555 shares; 2025Q4: 9,228 shares; 2026Q1: 9,494 shares 9,494 $1.73M 0.03% +266 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,117 shares; 2024Q4: 68,557 shares; 2025Q1: 67,398 shares; 2025Q2: 64,359 shares; 2025Q3: 58,024 shares; 2025Q4: 53,403 shares; 2026Q1: 41,647 shares 41,647 $1.67M 0.03% -11,756 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: 40,333 shares; 2024Q4: 48,904 shares; 2025Q1: 37,828 shares; 2025Q2: 37,196 shares; 2025Q3: 33,703 shares; 2025Q4: 27,404 shares; 2026Q1: 28,132 shares 28,132 $1.65M 0.03% +728 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: 363 shares; 2024Q4: 369 shares; 2025Q1: 361 shares; 2025Q2: 357 shares; 2025Q3: 369 shares; 2025Q4: 366 shares; 2026Q1: 379 shares 379 $1.6M 0.03% +13 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: 29,366 shares; 2024Q4: 31,427 shares; 2025Q1: 29,089 shares; 2025Q2: 27,353 shares; 2025Q3: 27,247 shares; 2025Q4: 27,163 shares; 2026Q1: 25,687 shares 25,687 $1.59M 0.03% -1,476 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: 16,210 shares; 2024Q4: 15,586 shares; 2025Q1: 15,183 shares; 2025Q2: 14,726 shares; 2025Q3: 14,690 shares; 2025Q4: 13,962 shares; 2026Q1: 13,906 shares 13,906 $1.57M 0.03% -56 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: 5,606 shares; 2024Q4: 5,313 shares; 2025Q1: 5,068 shares; 2025Q2: 5,006 shares; 2025Q3: 5,081 shares; 2025Q4: 4,887 shares; 2026Q1: 4,861 shares 4,861 $1.56M 0.03% -26 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: 15,820 shares; 2024Q4: 14,790 shares; 2025Q1: 12,358 shares; 2025Q2: 9,696 shares; 2025Q3: 8,187 shares; 2025Q4: 7,381 shares; 2026Q1: 6,350 shares 6,350 $1.54M 0.03% -1,031 Timeline VPU 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: 8,726 shares; 2024Q4: 8,374 shares; 2025Q1: 8,364 shares; 2025Q2: 8,009 shares; 2025Q3: 8,009 shares; 2025Q4: 8,009 shares; 2026Q1: 7,759 shares 7,759 $1.54M 0.03% -250 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: 9,481 shares; 2024Q4: 9,481 shares; 2025Q1: 9,093 shares; 2025Q2: 9,043 shares; 2025Q3: 7,943 shares; 2025Q4: 7,933 shares; 2026Q1: 7,783 shares 7,783 $1.54M 0.03% -150 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: 10,518 shares; 2024Q4: 11,509 shares; 2025Q1: 14,980 shares; 2025Q2: 14,795 shares; 2025Q3: 15,326 shares; 2025Q4: 15,931 shares; 2026Q1: 16,237 shares 16,237 $1.53M 0.03% +306 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: 19,685 shares; 2024Q4: 19,615 shares; 2025Q1: 19,311 shares; 2025Q2: 18,537 shares; 2025Q3: 18,201 shares; 2025Q4: 15,666 shares; 2026Q1: 15,651 shares 15,651 $1.52M 0.03% -15 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: 21,359 shares; 2026Q1: 19,933 shares 19,933 $1.52M 0.03% -1,426 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,932 shares; 2025Q1: 1,998 shares; 2025Q2: 1,745 shares; 2025Q3: 1,463 shares; 2025Q4: 1,446 shares; 2026Q1: 1,543 shares 1,543 $1.51M 0.03% +97 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: 16,592 shares; 2024Q4: 14,789 shares; 2025Q1: 13,873 shares; 2025Q2: 13,395 shares; 2025Q3: 13,075 shares; 2025Q4: 13,786 shares; 2026Q1: 14,253 shares 14,253 $1.48M 0.03% +467 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,705 shares; 2024Q4: 10,719 shares; 2025Q1: 10,705 shares; 2025Q2: 10,688 shares; 2025Q3: 10,691 shares; 2025Q4: 10,564 shares; 2026Q1: 10,672 shares 10,672 $1.45M 0.03% +108 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: 11,809 shares; 2024Q4: 12,117 shares; 2025Q1: 12,355 shares; 2025Q2: 13,108 shares; 2025Q3: 10,400 shares; 2025Q4: 8,761 shares; 2026Q1: 7,304 shares 7,304 $1.45M 0.03% -1,457 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: 3,017 shares; 2024Q4: 2,873 shares; 2025Q1: 2,856 shares; 2025Q2: 2,759 shares; 2025Q3: 2,678 shares; 2025Q4: 2,883 shares; 2026Q1: 3,295 shares 3,295 $1.44M 0.03% +412 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: 13 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.03% 0 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: 15,153 shares; 2024Q4: 15,106 shares; 2025Q1: 15,106 shares; 2025Q2: 15,106 shares; 2025Q3: 15,074 shares; 2025Q4: 15,076 shares; 2026Q1: 15,076 shares 15,076 $1.41M 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,454 shares; 2024Q4: 3,466 shares; 2025Q1: 3,464 shares; 2025Q2: 3,159 shares; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares; 2026Q1: 3,164 shares 3,164 $1.41M 0.03% +5 Timeline JPRE 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: 13 shares; 2025Q2: 13 shares; 2025Q3: 14,369 shares; 2025Q4: 23,088 shares; 2026Q1: 29,080 shares 29,080 $1.4M 0.03% +5,992 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,883 shares; 2026Q1: 15,208 shares 15,208 $1.38M 0.03% -675 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,628 shares; 2024Q4: 14,953 shares; 2025Q1: 14,911 shares; 2025Q2: 14,736 shares; 2025Q3: 14,731 shares; 2025Q4: 14,731 shares; 2026Q1: 14,731 shares 14,731 $1.37M 0.03% 0 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: 2,243 shares; 2024Q4: 2,512 shares; 2025Q1: 2,691 shares; 2025Q2: 2,828 shares; 2025Q3: 2,804 shares; 2025Q4: 2,922 shares; 2026Q1: 2,971 shares 2,971 $1.37M 0.03% +49 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: 10,972 shares; 2024Q4: 11,035 shares; 2025Q1: 11,142 shares; 2025Q2: 11,217 shares; 2025Q3: 14,185 shares; 2025Q4: 12,489 shares; 2026Q1: 11,847 shares 11,847 $1.36M 0.03% -642 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: 41,562 shares; 2024Q4: 39,462 shares; 2025Q1: 39,452 shares; 2025Q2: 38,431 shares; 2025Q3: 37,009 shares; 2025Q4: 38,480 shares; 2026Q1: 40,440 shares 40,440 $1.36M 0.03% +1,960 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,330 shares; 2024Q4: 116,885 shares; 2025Q1: 108,847 shares; 2025Q2: 107,767 shares; 2025Q3: 104,862 shares; 2025Q4: 97,189 shares; 2026Q1: 69,661 shares 69,661 $1.34M 0.03% -27,528 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,862 shares; 2024Q4: 16,860 shares; 2025Q1: 16,860 shares; 2025Q2: 16,960 shares; 2025Q3: 16,860 shares; 2025Q4: 16,863 shares; 2026Q1: 16,687 shares 16,687 $1.34M 0.03% -176 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: 7,716 shares; 2024Q4: 10,354 shares; 2025Q1: 10,303 shares; 2025Q2: 10,361 shares; 2025Q3: 10,580 shares; 2025Q4: 9,905 shares; 2026Q1: 9,793 shares 9,793 $1.33M 0.03% -112 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: 9,303 shares; 2024Q4: 9,149 shares; 2025Q1: 7,899 shares; 2025Q2: 8,991 shares; 2025Q3: 8,498 shares; 2025Q4: 11,290 shares; 2026Q1: 8,907 shares 8,907 $1.3M 0.03% -2,383 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: 17,476 shares; 2024Q4: 43,522 shares; 2025Q1: 55,572 shares; 2025Q2: 55,572 shares; 2025Q3: 55,572 shares; 2025Q4: 55,870 shares; 2026Q1: 55,870 shares 55,870 $1.3M 0.03% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,404 shares; 2024Q4: 61,419 shares; 2025Q1: 63,430 shares; 2025Q2: 57,159 shares; 2025Q3: 60,800 shares; 2025Q4: 65,107 shares; 2026Q1: 31,743 shares 31,743 $1.28M 0.03% -33,364 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,646 shares; 2025Q3: 9,645 shares; 2025Q4: 9,645 shares; 2026Q1: 9,840 shares 9,840 $1.26M 0.02% +195 Timeline FLOT 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: 11,938 shares; 2024Q4: 15,386 shares; 2025Q1: 17,388 shares; 2025Q2: 15,670 shares; 2025Q3: 14,028 shares; 2025Q4: 20,461 shares; 2026Q1: 24,523 shares 24,523 $1.25M 0.02% +4,062 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: 4,588 shares; 2024Q4: 4,966 shares; 2025Q1: 5,187 shares; 2025Q2: 5,470 shares; 2025Q3: 3,412 shares; 2025Q4: 3,436 shares; 2026Q1: 5,011 shares 5,011 $1.24M 0.02% +1,575 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 7,818 shares; 2025Q1: 7,437 shares; 2025Q2: 20,797 shares; 2025Q3: 43,825 shares; 2025Q4: 57,071 shares; 2026Q1: 61,071 shares 61,071 $1.24M 0.02% +4,000 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: 9,724 shares; 2024Q4: 10,497 shares; 2025Q1: 10,337 shares; 2025Q2: 9,923 shares; 2025Q3: 8,935 shares; 2025Q4: 7,013 shares; 2026Q1: 6,220 shares 6,220 $1.23M 0.02% -793 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: 22,800 shares; 2024Q4: 22,933 shares; 2025Q1: 22,183 shares; 2025Q2: 22,370 shares; 2025Q3: 22,146 shares; 2025Q4: 22,105 shares; 2026Q1: 21,779 shares 21,779 $1.23M 0.02% -326 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 5,600 shares; 2025Q4: 10,879 shares; 2026Q1: 19,147 shares 19,147 $1.22M 0.02% +8,268 Timeline IBIC 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: 19,793 shares; 2025Q1: 27,438 shares; 2025Q2: 28,963 shares; 2025Q3: 27,944 shares; 2025Q4: 44,166 shares; 2026Q1: 46,810 shares 46,810 $1.21M 0.02% +2,644 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: 7,008 shares; 2024Q4: 6,801 shares; 2025Q1: 6,642 shares; 2025Q2: 6,050 shares; 2025Q3: 5,680 shares; 2025Q4: 8,228 shares; 2026Q1: 8,572 shares 8,572 $1.21M 0.02% +344 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,931 shares; 2025Q1: 2,832 shares; 2025Q2: 2,823 shares; 2025Q3: 2,901 shares; 2025Q4: 3,098 shares; 2026Q1: 3,562 shares 3,562 $1.2M 0.02% +464 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: 2,257 shares; 2024Q4: 2,292 shares; 2025Q1: 2,229 shares; 2025Q2: 2,388 shares; 2025Q3: 1,777 shares; 2025Q4: 9,882 shares; 2026Q1: 11,401 shares 11,401 $1.19M 0.02% +1,519 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: 3,571 shares; 2024Q4: 3,690 shares; 2025Q1: 3,537 shares; 2025Q2: 3,536 shares; 2025Q3: 3,573 shares; 2025Q4: 3,532 shares; 2026Q1: 3,653 shares 3,653 $1.19M 0.02% +121 Timeline AOR 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: 12,648 shares; 2024Q4: 12,532 shares; 2025Q1: 13,376 shares; 2025Q2: 14,484 shares; 2025Q3: 15,128 shares; 2025Q4: 15,275 shares; 2026Q1: 18,454 shares 18,454 $1.19M 0.02% +3,179 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: 1,663 shares; 2024Q4: 1,641 shares; 2025Q1: 1,636 shares; 2025Q2: 1,626 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,628 shares 1,628 $1.18M 0.02% +4 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: 3,085 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares 2,543 $1.18M 0.02% 0 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: 15,145 shares; 2024Q4: 15,113 shares; 2025Q1: 9,722 shares; 2025Q2: 9,074 shares; 2025Q3: 10,505 shares; 2025Q4: 7,860 shares; 2026Q1: 7,398 shares 7,398 $1.16M 0.02% -462 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,735 shares; 2025Q1: 5,570 shares; 2025Q2: 5,586 shares; 2025Q3: 5,426 shares; 2025Q4: 5,444 shares; 2026Q1: 5,369 shares 5,369 $1.16M 0.02% -75 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: 14,437 shares; 2024Q4: 13,696 shares; 2025Q1: 13,712 shares; 2025Q2: 13,321 shares; 2025Q3: 13,113 shares; 2025Q4: 13,271 shares; 2026Q1: 12,841 shares 12,841 $1.16M 0.02% -430 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: 28,241 shares; 2024Q4: 28,444 shares; 2025Q1: 25,275 shares; 2025Q2: 25,100 shares; 2025Q3: 23,632 shares; 2025Q4: 22,776 shares; 2026Q1: 24,665 shares 24,665 $1.16M 0.02% +1,889 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 9,195 shares; 2025Q1: 9,365 shares; 2025Q2: 10,811 shares; 2025Q3: 11,575 shares; 2025Q4: 11,575 shares; 2026Q1: 11,575 shares 11,575 $1.16M 0.02% 0 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: 7,107 shares; 2024Q4: 7,004 shares; 2025Q1: 9,917 shares; 2025Q2: 11,591 shares; 2025Q3: 18,396 shares; 2025Q4: 18,748 shares; 2026Q1: 16,181 shares 16,181 $1.15M 0.02% -2,567 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: 28,017 shares; 2024Q4: 27,217 shares; 2025Q1: 26,972 shares; 2025Q2: 26,980 shares; 2025Q3: 26,726 shares; 2025Q4: 26,758 shares; 2026Q1: 30,418 shares 30,418 $1.15M 0.02% +3,660 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: 14,935 shares; 2024Q4: 14,900 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,463 shares; 2025Q4: 13,559 shares; 2026Q1: 12,367 shares 12,367 $1.15M 0.02% -1,192 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: 13,420 shares; 2024Q4: 13,744 shares; 2025Q1: 13,507 shares; 2025Q2: 12,922 shares; 2025Q3: 12,512 shares; 2025Q4: 11,793 shares; 2026Q1: 11,768 shares 11,768 $1.13M 0.02% -25 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 4,533 shares; 2025Q1: 4,370 shares; 2025Q2: 4,231 shares; 2025Q3: 4,077 shares; 2025Q4: 4,031 shares; 2026Q1: 4,013 shares 4,013 $1.13M 0.02% -18 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: 5,499 shares; 2024Q4: 5,475 shares; 2025Q1: 5,407 shares; 2025Q2: 5,347 shares; 2025Q3: 5,247 shares; 2025Q4: 5,184 shares; 2026Q1: 5,144 shares 5,144 $1.13M 0.02% -40 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: 1,795 shares; 2024Q4: 1,728 shares; 2025Q1: 1,637 shares; 2025Q2: 1,620 shares; 2025Q3: 3,500 shares; 2025Q4: 3,649 shares; 2026Q1: 3,579 shares 3,579 $1.12M 0.02% -70 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: 11,080 shares; 2024Q4: 11,903 shares; 2025Q1: 12,385 shares; 2025Q2: 13,152 shares; 2025Q3: 12,754 shares; 2025Q4: 11,662 shares; 2026Q1: 11,482 shares 11,482 $1.12M 0.02% -180 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: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,068 shares; 2025Q2: 10,861 shares; 2025Q3: 10,855 shares; 2025Q4: 10,539 shares; 2026Q1: 10,420 shares 10,420 $1.11M 0.02% -119 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: 6,251 shares; 2024Q4: 7,726 shares; 2025Q1: 7,726 shares; 2025Q2: 7,461 shares; 2025Q3: 7,336 shares; 2025Q4: 7,336 shares; 2026Q1: 7,336 shares 7,336 $1.11M 0.02% 0 Timeline BIV 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: 16,188 shares; 2024Q4: 21,106 shares; 2025Q1: 16,301 shares; 2025Q2: 15,819 shares; 2025Q3: 15,371 shares; 2025Q4: 13,128 shares; 2026Q1: 14,214 shares 14,214 $1.1M 0.02% +1,086 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: 5,087 shares; 2024Q4: 7,613 shares; 2025Q1: 5,095 shares; 2025Q2: 5,219 shares; 2025Q3: 5,219 shares; 2025Q4: 5,247 shares; 2026Q1: 5,109 shares 5,109 $1.09M 0.02% -138 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: 20,613 shares; 2024Q4: 20,524 shares; 2025Q1: 20,698 shares; 2025Q2: 17,655 shares; 2025Q3: 16,132 shares; 2025Q4: 13,747 shares; 2026Q1: 13,203 shares 13,203 $1.08M 0.02% -544 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: 7,068 shares; 2024Q4: 7,073 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,250 shares; 2025Q4: 6,990 shares; 2026Q1: 6,929 shares 6,929 $1.06M 0.02% -61 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 13,494 shares; 2025Q1: 13,546 shares; 2025Q2: 13,449 shares; 2025Q3: 12,656 shares; 2025Q4: 11,488 shares; 2026Q1: 11,205 shares 11,205 $1.04M 0.02% -283 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: 18,972 shares; 2024Q4: 13,523 shares; 2025Q1: 12,539 shares; 2025Q2: 12,540 shares; 2025Q3: 10,667 shares; 2025Q4: 11,572 shares; 2026Q1: 14,434 shares 14,434 $1.04M 0.02% +2,862 Timeline DFAT 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: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 11,140 shares; 2025Q3: 15,486 shares; 2025Q4: 18,586 shares; 2026Q1: 16,576 shares 16,576 $1.04M 0.02% -2,010 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,828 shares; 2024Q4: 90,865 shares; 2025Q1: 89,740 shares; 2025Q2: 84,515 shares; 2025Q3: 84,515 shares; 2025Q4: 60,015 shares; 2026Q1: 60,108 shares 60,108 $1.03M 0.02% +93 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: 14,960 shares; 2024Q4: 11,953 shares; 2025Q1: 10,860 shares; 2025Q2: 8,949 shares; 2025Q3: 7,983 shares; 2025Q4: 7,942 shares; 2026Q1: 7,670 shares 7,670 $1.01M 0.02% -272 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: 8,551 shares; 2024Q4: 8,551 shares; 2025Q1: 9,218 shares; 2025Q2: 9,218 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares; 2026Q1: 10,357 shares 10,357 $1.01M 0.02% -225 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: 34,146 shares; 2024Q4: 19,881 shares; 2025Q1: 16,217 shares; 2025Q2: 11,054 shares; 2025Q3: 9,969 shares; 2025Q4: 11,767 shares; 2026Q1: 19,570 shares 19,570 $1.01M 0.02% +7,803 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,381 shares; 2025Q1: 3,465 shares; 2025Q2: 3,076 shares; 2025Q3: 5,292 shares; 2025Q4: 6,233 shares; 2026Q1: 8,276 shares 8,276 $982K 0.02% +2,043 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,221 shares; 2024Q4: 16,677 shares; 2025Q1: 16,679 shares; 2025Q2: 14,732 shares; 2025Q3: 18,238 shares; 2025Q4: 20,977 shares; 2026Q1: 21,522 shares 21,522 $979K 0.02% +545 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: 10,709 shares; 2024Q4: 9,156 shares; 2025Q1: 7,800 shares; 2025Q2: 6,715 shares; 2025Q3: 5,929 shares; 2025Q4: 5,354 shares; 2026Q1: 5,159 shares 5,159 $978K 0.02% -195 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: 10,076 shares; 2024Q4: 10,478 shares; 2025Q1: 10,500 shares; 2025Q2: 11,122 shares; 2025Q3: 10,586 shares; 2025Q4: 10,050 shares; 2026Q1: 11,229 shares 11,229 $973K 0.02% +1,179 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: 9,935 shares; 2024Q4: 7,788 shares; 2025Q1: 7,464 shares; 2025Q2: 6,747 shares; 2025Q3: 6,601 shares; 2025Q4: 5,877 shares; 2026Q1: 5,589 shares 5,589 $965K 0.02% -288 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,875 shares; 2025Q1: 13,335 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares; 2025Q4: 19,826 shares; 2026Q1: 19,826 shares 19,826 $961K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,637 shares; 2024Q4: 16,823 shares; 2025Q1: 16,499 shares; 2025Q2: 15,361 shares; 2025Q3: 14,847 shares; 2025Q4: 14,316 shares; 2026Q1: 13,103 shares 13,103 $954K 0.02% -1,213 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,667 shares; 2024Q4: 16,313 shares; 2025Q1: 18,636 shares; 2025Q2: 20,131 shares; 2025Q3: 21,318 shares; 2025Q4: 23,947 shares; 2026Q1: 11,717 shares 11,717 $930K 0.02% -12,230 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: 8,256 shares; 2026Q1: 8,039 shares 8,039 $928K 0.02% -217 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,874 shares; 2024Q4: 17,592 shares; 2025Q1: 17,001 shares; 2025Q2: 16,852 shares; 2025Q3: 16,184 shares; 2025Q4: 13,439 shares; 2026Q1: 12,285 shares 12,285 $915K 0.02% -1,154 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 5,917 shares; 2025Q1: 5,917 shares; 2025Q2: 5,532 shares; 2025Q3: 5,494 shares; 2025Q4: 5,345 shares; 2026Q1: 5,370 shares 5,370 $908K 0.02% +25 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: 5,496 shares; 2025Q1: 11,472 shares; 2025Q2: 14,096 shares; 2025Q3: 16,058 shares; 2025Q4: 15,133 shares; 2026Q1: 14,358 shares 14,358 $901K 0.02% -775 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,348 shares; 2025Q1: 4,298 shares; 2025Q2: 4,298 shares; 2025Q3: 4,300 shares; 2025Q4: 4,210 shares; 2026Q1: 4,212 shares 4,212 $889K 0.02% +2 Timeline IBMT 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: 12,949 shares; 2026Q1: 34,403 shares 34,403 $883K 0.02% +21,454 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,732 shares; 2024Q4: 28,743 shares; 2025Q1: 27,379 shares; 2025Q2: 25,830 shares; 2025Q3: 23,120 shares; 2025Q4: 21,931 shares; 2026Q1: 21,151 shares 21,151 $881K 0.02% -780 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: 8,267 shares; 2024Q4: 8,053 shares; 2025Q1: 7,709 shares; 2025Q2: 7,772 shares; 2025Q3: 7,772 shares; 2025Q4: 7,747 shares; 2026Q1: 7,747 shares 7,747 $859K 0.02% 0 Timeline MGK 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: 2,465 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,432 shares; 2025Q3: 2,352 shares; 2025Q4: 2,634 shares; 2026Q1: 2,324 shares 2,324 $854K 0.02% -310 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,481 shares; 2024Q4: 8,479 shares; 2025Q1: 8,479 shares; 2025Q2: 8,482 shares; 2025Q3: 9,395 shares; 2025Q4: 12,892 shares; 2026Q1: 12,363 shares 12,363 $841K 0.02% -529 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,828 shares; 2024Q4: 25,451 shares; 2025Q1: 23,828 shares; 2025Q2: 21,572 shares; 2025Q3: 17,490 shares; 2025Q4: 16,469 shares; 2026Q1: 16,120 shares 16,120 $834K 0.02% -349 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: 2,746 shares; 2024Q4: 2,605 shares; 2025Q1: 2,588 shares; 2025Q2: 2,520 shares; 2025Q3: 2,493 shares; 2025Q4: 2,486 shares; 2026Q1: 2,616 shares 2,616 $832K 0.02% +130 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,316 shares; 2024Q4: 4,311 shares; 2025Q1: 4,073 shares; 2025Q2: 4,021 shares; 2025Q3: 4,332 shares; 2025Q4: 4,328 shares; 2026Q1: 5,289 shares 5,289 $832K 0.02% +961 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 2,466 shares; 2025Q1: 2,261 shares; 2025Q2: 1,192 shares; 2025Q3: 519 shares; 2025Q4: 751 shares; 2026Q1: 1,075 shares 1,075 $831K 0.02% +324 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: 200 shares; 2024Q4: 348 shares; 2025Q1: 358 shares; 2025Q2: 315 shares; 2025Q3: 1,200 shares; 2025Q4: 2,263 shares; 2026Q1: 3,228 shares 3,228 $809K 0.02% +965 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: 10,624 shares; 2024Q4: 12,055 shares; 2025Q1: 12,861 shares; 2025Q2: 12,985 shares; 2025Q3: 9,784 shares; 2025Q4: 6,355 shares; 2026Q1: 5,548 shares 5,548 $802K 0.02% -807 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: 22,357 shares; 2024Q4: 24,981 shares; 2025Q1: 13,882 shares; 2025Q2: 14,412 shares; 2025Q3: 17,250 shares; 2025Q4: 17,745 shares; 2026Q1: 19,616 shares 19,616 $801K 0.02% +1,871 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: 3,628 shares; 2024Q4: 3,847 shares; 2025Q1: 3,599 shares; 2025Q2: 3,514 shares; 2025Q3: 3,545 shares; 2025Q4: 3,113 shares; 2026Q1: 2,738 shares 2,738 $799K 0.02% -375 Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,954 shares; 2025Q4: 8,954 shares; 2026Q1: 8,971 shares 8,971 $794K 0.02% +17 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,804 shares; 2024Q4: 14,912 shares; 2025Q1: 15,271 shares; 2025Q2: 13,550 shares; 2025Q3: 13,833 shares; 2025Q4: 16,903 shares; 2026Q1: 20,436 shares 20,436 $792K 0.02% +3,533 Timeline GOVT 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: 36,550 shares; 2024Q4: 32,250 shares; 2025Q1: 33,065 shares; 2025Q2: 34,058 shares; 2025Q3: 34,058 shares; 2025Q4: 34,532 shares; 2026Q1: 34,517 shares 34,517 $791K 0.02% -15 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: 13,300 shares; 2024Q4: 21,920 shares; 2025Q1: 22,920 shares; 2025Q2: 22,920 shares; 2025Q3: 32,920 shares; 2025Q4: 34,813 shares; 2026Q1: 42,935 shares 42,935 $790K 0.02% +8,122 Timeline PBP 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: 40,277 shares; 2024Q4: 37,995 shares; 2025Q1: 37,944 shares; 2025Q2: 36,705 shares; 2025Q3: 36,702 shares; 2025Q4: 36,702 shares; 2026Q1: 35,827 shares 35,827 $788K 0.02% -875 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 5,997 shares; 2025Q4: 9,231 shares; 2026Q1: 10,832 shares 10,832 $784K 0.02% +1,601 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: 5,348 shares; 2024Q4: 9,228 shares; 2025Q1: 9,178 shares; 2025Q2: 9,974 shares; 2025Q3: 10,160 shares; 2025Q4: 10,146 shares; 2026Q1: 9,856 shares 9,856 $781K 0.02% -290 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 712 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 701 shares 701 $766K 0.02% +10 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 18,721 shares; 2025Q1: 17,896 shares; 2025Q2: 16,956 shares; 2025Q3: 16,880 shares; 2025Q4: 16,693 shares; 2026Q1: 16,433 shares 16,433 $753K 0.01% -260 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,714 shares; 2024Q4: 8,636 shares; 2025Q1: 8,429 shares; 2025Q2: 8,028 shares; 2025Q3: 8,278 shares; 2025Q4: 16,432 shares; 2026Q1: 16,125 shares 16,125 $734K 0.01% -307 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: 2,779 shares; 2024Q4: 2,908 shares; 2025Q1: 2,667 shares; 2025Q2: 2,624 shares; 2025Q3: 2,610 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares 2,595 $733K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,962 shares; 2024Q4: 21,917 shares; 2025Q1: 21,828 shares; 2025Q2: 21,728 shares; 2025Q3: 21,728 shares; 2025Q4: 21,578 shares; 2026Q1: 20,289 shares 20,289 $724K 0.01% -1,289 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: 31,524 shares; 2024Q4: 29,327 shares; 2025Q1: 28,471 shares; 2025Q2: 27,825 shares; 2025Q3: 27,264 shares; 2025Q4: 16,586 shares; 2026Q1: 13,603 shares 13,603 $719K 0.01% -2,983 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: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,743 shares; 2025Q2: 5,801 shares; 2025Q3: 5,017 shares; 2025Q4: 5,065 shares; 2026Q1: 4,379 shares 4,379 $708K 0.01% -686 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: 6,236 shares; 2024Q4: 5,994 shares; 2025Q1: 5,779 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,675 shares; 2026Q1: 6,077 shares 6,077 $704K 0.01% +402 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: 2,322 shares; 2024Q4: 2,712 shares; 2025Q1: 2,511 shares; 2025Q2: 2,508 shares; 2025Q3: 2,447 shares; 2025Q4: 2,351 shares; 2026Q1: 2,375 shares 2,375 $701K 0.01% +24 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: 7,574 shares; 2024Q4: 7,604 shares; 2025Q1: 7,351 shares; 2025Q2: 7,231 shares; 2025Q3: 7,031 shares; 2025Q4: 6,649 shares; 2026Q1: 6,631 shares 6,631 $701K 0.01% -18 Timeline USMV 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: 7,514 shares; 2024Q4: 7,514 shares; 2025Q1: 7,911 shares; 2025Q2: 7,640 shares; 2025Q3: 7,514 shares; 2025Q4: 7,514 shares; 2026Q1: 7,514 shares 7,514 $697K 0.01% 0 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: 952 shares; 2024Q4: 2,660 shares; 2025Q1: 2,652 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 1,961 shares; 2026Q1: 1,952 shares 1,952 $696K 0.01% -9 Timeline SLYG 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: 8,626 shares; 2024Q4: 8,652 shares; 2025Q1: 8,021 shares; 2025Q2: 7,994 shares; 2025Q3: 7,469 shares; 2025Q4: 7,214 shares; 2026Q1: 7,111 shares 7,111 $687K 0.01% -103 Timeline AOM 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: 9,586 shares; 2024Q4: 8,805 shares; 2025Q1: 11,003 shares; 2025Q2: 10,117 shares; 2025Q3: 9,155 shares; 2025Q4: 10,229 shares; 2026Q1: 14,330 shares 14,330 $679K 0.01% +4,101 Timeline SCHV 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: 13,500 shares; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: not reported; 2025Q3: 22,063 shares; 2025Q4: 22,063 shares; 2026Q1: 22,063 shares 22,063 $673K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 14,935 shares; 2025Q1: 10,599 shares; 2025Q2: 10,181 shares; 2025Q3: 9,688 shares; 2025Q4: 7,482 shares; 2026Q1: 5,284 shares 5,284 $673K 0.01% -2,198 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: 1,160 shares; 2024Q4: 4,423 shares; 2025Q1: 13,349 shares; 2025Q2: 20,874 shares; 2025Q3: 20,194 shares; 2025Q4: 13,143 shares; 2026Q1: 9,341 shares 9,341 $672K 0.01% -3,802 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: 3,745 shares; 2024Q4: 4,046 shares; 2025Q1: 3,657 shares; 2025Q2: 3,287 shares; 2025Q3: 3,312 shares; 2025Q4: 6,095 shares; 2026Q1: 6,086 shares 6,086 $663K 0.01% -9 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,370 shares; 2025Q2: 5,370 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,334 shares 5,334 $656K 0.01% -36 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: 7,197 shares; 2024Q4: 6,994 shares; 2025Q1: 6,594 shares; 2025Q2: 13,148 shares; 2025Q3: 14,172 shares; 2025Q4: 14,188 shares; 2026Q1: 14,135 shares 14,135 $656K 0.01% -53 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,519 shares; 2025Q1: 3,539 shares; 2025Q2: 3,221 shares; 2025Q3: 3,250 shares; 2025Q4: 3,272 shares; 2026Q1: 3,811 shares 3,811 $656K 0.01% +539 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,447 shares; 2025Q1: 5,449 shares; 2025Q2: 4,957 shares; 2025Q3: 4,626 shares; 2025Q4: 4,552 shares; 2026Q1: 6,994 shares 6,994 $655K 0.01% +2,442 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: 3,340 shares; 2024Q4: 3,365 shares; 2025Q1: 3,274 shares; 2025Q2: 3,274 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,079 shares 3,079 $653K 0.01% -15 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,492 shares; 2024Q4: 21,881 shares; 2025Q1: 21,272 shares; 2025Q2: 21,540 shares; 2025Q3: 16,380 shares; 2025Q4: 16,327 shares; 2026Q1: 18,538 shares 18,538 $651K 0.01% +2,211 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,155 shares; 2025Q1: 8,155 shares; 2025Q2: 8,155 shares; 2025Q3: 8,155 shares; 2025Q4: 7,184 shares; 2026Q1: 7,184 shares 7,184 $650K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,559 shares; 2025Q3: 3,559 shares; 2025Q4: 3,560 shares; 2026Q1: 3,553 shares 3,553 $648K 0.01% -7 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,128 shares; 2025Q2: 3,128 shares; 2025Q3: 3,128 shares; 2025Q4: 3,128 shares; 2026Q1: 3,131 shares 3,131 $639K 0.01% +3 Timeline DFUS 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: 6,099 shares; 2024Q4: 6,099 shares; 2025Q1: 6,099 shares; 2025Q2: 9,259 shares; 2025Q3: 9,259 shares; 2025Q4: 9,259 shares; 2026Q1: 8,994 shares 8,994 $638K 0.01% -265 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 8,883 shares; 2025Q1: 8,173 shares; 2025Q2: 8,315 shares; 2025Q3: 8,085 shares; 2025Q4: 8,098 shares; 2026Q1: 8,006 shares 8,006 $636K 0.01% -92 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: 6,504 shares; 2024Q4: 5,887 shares; 2025Q1: 5,858 shares; 2025Q2: 6,960 shares; 2025Q3: 6,671 shares; 2025Q4: 5,697 shares; 2026Q1: 5,600 shares 5,600 $634K 0.01% -97 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,540 shares; 2025Q3: 4,001 shares; 2025Q4: 5,213 shares; 2026Q1: 6,709 shares 6,709 $630K 0.01% +1,496 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 896 shares; 2025Q4: 1,038 shares; 2026Q1: 1,914 shares 1,914 $626K 0.01% +876 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 4,283 shares; 2025Q1: 2,914 shares; 2025Q2: 2,692 shares; 2025Q3: 2,379 shares; 2025Q4: 2,332 shares; 2026Q1: 2,272 shares 2,272 $625K 0.01% -60 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,850 shares; 2025Q1: 1,820 shares; 2025Q2: 2,064 shares; 2025Q3: 6,526 shares; 2025Q4: 7,603 shares; 2026Q1: 6,222 shares 6,222 $616K 0.01% -1,381 Timeline IWS 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: 8,188 shares; 2024Q4: 8,286 shares; 2025Q1: 8,098 shares; 2025Q2: 8,302 shares; 2025Q3: 4,461 shares; 2025Q4: 4,493 shares; 2026Q1: 4,183 shares 4,183 $610K 0.01% -310 Timeline IFRA 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: 10,560 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares 10,560 $604K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 4,103 shares; 2025Q3: 3,802 shares; 2025Q4: 3,974 shares; 2026Q1: 5,539 shares 5,539 $600K 0.01% +1,565 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 5,283 shares; 2025Q1: 5,412 shares; 2025Q2: 6,591 shares; 2025Q3: 6,636 shares; 2025Q4: 6,544 shares; 2026Q1: 6,740 shares 6,740 $596K 0.01% +196 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 753 shares; 2025Q1: 4,489 shares; 2025Q2: 4,445 shares; 2025Q3: 4,386 shares; 2025Q4: 4,517 shares; 2026Q1: 5,012 shares 5,012 $595K 0.01% +495 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 638 shares; 2025Q1: 547 shares; 2025Q2: 544 shares; 2025Q3: 541 shares; 2025Q4: 543 shares; 2026Q1: 540 shares 540 $589K 0.01% -3 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: 7,021 shares; 2024Q4: 9,156 shares; 2025Q1: 10,338 shares; 2025Q2: 11,263 shares; 2025Q3: 11,689 shares; 2025Q4: 11,244 shares; 2026Q1: 8,299 shares 8,299 $587K 0.01% -2,945 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,646 shares; 2025Q1: 4,292 shares; 2025Q2: 4,024 shares; 2025Q3: 3,566 shares; 2025Q4: 3,030 shares; 2026Q1: 3,020 shares 3,020 $575K 0.01% -10 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,086 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,034 shares 2,034 $572K 0.01% +9 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: 4,184 shares; 2025Q1: 3,040 shares; 2025Q2: 1,440 shares; 2025Q3: 1,456 shares; 2025Q4: 2,839 shares; 2026Q1: 4,654 shares 4,654 $571K 0.01% +1,815 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 7,267 shares; 2025Q1: 6,627 shares; 2025Q2: 6,409 shares; 2025Q3: 5,340 shares; 2025Q4: 5,290 shares; 2026Q1: 5,146 shares 5,146 $565K 0.01% -144 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: 2,620 shares; 2024Q4: 5,238 shares; 2025Q1: 5,272 shares; 2025Q2: 5,012 shares; 2025Q3: 5,012 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares 5,012 $563K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,259 shares; 2024Q4: 23,259 shares; 2025Q1: 5,872 shares; 2025Q2: 6,690 shares; 2025Q3: 6,690 shares; 2025Q4: 6,694 shares; 2026Q1: 6,702 shares 6,702 $555K 0.01% +8 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 5,469 shares; 2025Q4: 7,160 shares; 2026Q1: 5,987 shares 5,987 $552K 0.01% -1,173 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: 3,551 shares; 2024Q4: 4,050 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 3,680 shares; 2026Q1: 3,690 shares 3,690 $540K 0.01% +10 Timeline SUSB 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: 34,651 shares; 2024Q4: 34,351 shares; 2025Q1: 34,214 shares; 2025Q2: 22,276 shares; 2025Q3: 21,576 shares; 2025Q4: 21,576 shares; 2026Q1: 21,376 shares 21,376 $536K 0.01% -200 Timeline USVN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,675 shares; 2025Q2: 10,425 shares; 2025Q3: 10,985 shares; 2025Q4: 10,575 shares; 2026Q1: 11,075 shares 11,075 $533K 0.01% +500 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,997 shares; 2025Q1: 4,937 shares; 2025Q2: 4,762 shares; 2025Q3: 4,644 shares; 2025Q4: 4,640 shares; 2026Q1: 4,540 shares 4,540 $532K 0.01% -100 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 1,372 shares; 2025Q1: 1,354 shares; 2025Q2: 9,185 shares; 2025Q3: 9,311 shares; 2025Q4: 8,646 shares; 2026Q1: 7,142 shares 7,142 $526K 0.01% -1,504 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 301 shares; 2025Q2: 215 shares; 2025Q3: 208 shares; 2025Q4: 209 shares; 2026Q1: 1,077 shares 1,077 $522K 0.01% +868 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 5,000 shares; 2025Q1: 4,841 shares; 2025Q2: 4,656 shares; 2025Q3: 4,662 shares; 2025Q4: 4,641 shares; 2026Q1: 4,354 shares 4,354 $520K 0.01% -287 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,189 shares; 2025Q1: 7,420 shares; 2025Q2: 11,025 shares; 2025Q3: 15,685 shares; 2025Q4: 19,254 shares; 2026Q1: 21,394 shares 21,394 $516K 0.01% +2,140 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,654 shares; 2024Q4: 33,555 shares; 2025Q1: 30,643 shares; 2025Q2: 30,435 shares; 2025Q3: 30,435 shares; 2025Q4: 26,768 shares; 2026Q1: 26,543 shares 26,543 $516K 0.01% -225 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 7,859 shares; 2025Q1: 7,859 shares; 2025Q2: 7,659 shares; 2025Q3: 7,712 shares; 2025Q4: 7,979 shares; 2026Q1: 7,950 shares 7,950 $509K 0.01% -29 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: 14,039 shares; 2024Q4: 13,645 shares; 2025Q1: 12,758 shares; 2025Q2: 10,164 shares; 2025Q3: 7,888 shares; 2025Q4: 3,880 shares; 2026Q1: 3,391 shares 3,391 $509K 0.01% -489 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,982 shares; 2025Q1: 8,533 shares; 2025Q2: 10,207 shares; 2025Q3: 10,999 shares; 2025Q4: 12,755 shares; 2026Q1: 12,277 shares 12,277 $504K 0.01% -478 Timeline IBID 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: 8,205 shares; 2025Q1: 15,312 shares; 2025Q2: 17,607 shares; 2025Q3: 15,970 shares; 2025Q4: 26,035 shares; 2026Q1: 19,039 shares 19,039 $497K 0.01% -6,996 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 10,245 shares; 2025Q1: 10,245 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares 6,775 $496K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,242 shares; 2025Q1: 1,532 shares; 2025Q2: 1,500 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 3,962 shares 3,962 $494K 0.01% -63 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 2,739 shares; 2025Q1: 2,587 shares; 2025Q2: 2,507 shares; 2025Q3: 2,463 shares; 2025Q4: 2,172 shares; 2026Q1: 2,120 shares 2,120 $492K 0.01% -52 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 6,672 shares; 2025Q1: 6,065 shares; 2025Q2: 6,002 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 5,969 shares 5,969 $490K 0.01% -29 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: 1,615 shares; 2024Q4: 1,625 shares; 2025Q1: 1,585 shares; 2025Q2: 1,600 shares; 2025Q3: 1,702 shares; 2025Q4: 1,747 shares; 2026Q1: 1,834 shares 1,834 $488K 0.01% +87 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: 1,166 shares; 2024Q4: 1,658 shares; 2025Q1: 912 shares; 2025Q2: 931 shares; 2025Q3: 920 shares; 2025Q4: 898 shares; 2026Q1: 888 shares 888 $488K 0.01% -10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 495 shares; 2026Q1: 895 shares 895 $487K 0.01% +400 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 6,000 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $487K 0.01% 0 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: 4,164 shares; 2024Q4: 3,928 shares; 2025Q1: 3,719 shares; 2025Q2: 3,593 shares; 2025Q3: 3,390 shares; 2025Q4: 2,901 shares; 2026Q1: 2,866 shares 2,866 $485K 0.01% -35 Timeline VXF 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: 595 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,153 shares; 2026Q1: 2,335 shares 2,335 $481K 0.01% +182 Timeline DFAS 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: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 6,488 shares; 2025Q4: 6,488 shares; 2026Q1: 6,752 shares 6,752 $480K 0.01% +264 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: 6,103 shares; 2024Q4: 6,193 shares; 2025Q1: 6,071 shares; 2025Q2: 6,169 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,118 shares 6,118 $472K 0.01% -50 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 4,699 shares; 2025Q4: 11,330 shares; 2026Q1: 17,725 shares 17,725 $459K 0.01% +6,395 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 3,913 shares; 2025Q1: 8,153 shares; 2025Q2: 12,132 shares; 2025Q3: 10,683 shares; 2025Q4: 17,085 shares; 2026Q1: 16,420 shares 16,420 $443K 0.01% -665 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 4,411 shares; 2025Q3: 5,189 shares; 2025Q4: 5,214 shares; 2026Q1: 5,214 shares 5,214 $436K 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: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 905 shares; 2025Q3: 3,135 shares; 2025Q4: 4,181 shares; 2026Q1: 4,748 shares 4,748 $432K 0.01% +567 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 9,099 shares; 2025Q1: 9,185 shares; 2025Q2: 8,256 shares; 2025Q3: 5,173 shares; 2025Q4: 4,738 shares; 2026Q1: 4,378 shares 4,378 $431K 0.01% -360 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,122 shares; 2024Q4: 26,557 shares; 2025Q1: 26,557 shares; 2025Q2: 26,382 shares; 2025Q3: 26,333 shares; 2025Q4: 26,210 shares; 2026Q1: 26,161 shares 26,161 $430K 0.01% -49 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: 2,669 shares; 2024Q4: 2,352 shares; 2025Q1: 2,299 shares; 2025Q2: 2,230 shares; 2025Q3: 2,235 shares; 2025Q4: 2,211 shares; 2026Q1: 2,107 shares 2,107 $430K 0.01% -104 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 11,008 shares; 2025Q1: 9,821 shares; 2025Q2: 8,366 shares; 2025Q3: 7,304 shares; 2025Q4: 7,025 shares; 2026Q1: 6,620 shares 6,620 $428K 0.01% -405 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 6,749 shares; 2025Q1: 6,250 shares; 2025Q2: 5,875 shares; 2025Q3: 5,676 shares; 2025Q4: 5,100 shares; 2026Q1: 5,825 shares 5,825 $423K 0.01% +725 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 10,176 shares; 2025Q1: 10,176 shares; 2025Q2: 10,176 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $420K 0.01% 0 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: 286 shares; 2024Q4: 318 shares; 2025Q1: 295 shares; 2025Q2: 595 shares; 2025Q3: 607 shares; 2025Q4: 558 shares; 2026Q1: 1,994 shares 1,994 $417K 0.01% +1,436 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,282 shares; 2024Q4: 16,282 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,000 shares 37,000 $416K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,063 shares; 2024Q4: 23,269 shares; 2025Q1: 23,103 shares; 2025Q2: 20,518 shares; 2025Q3: 18,733 shares; 2025Q4: 16,999 shares; 2026Q1: 16,999 shares 16,999 $415K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 7,732 shares; 2025Q1: 7,138 shares; 2025Q2: 5,339 shares; 2025Q3: 5,113 shares; 2025Q4: 4,149 shares; 2026Q1: 3,804 shares 3,804 $411K 0.01% -345 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: 5,268 shares; 2024Q4: 15,804 shares; 2025Q1: 15,804 shares; 2025Q2: 15,868 shares; 2025Q3: 15,804 shares; 2025Q4: 15,905 shares; 2026Q1: 15,905 shares 15,905 $408K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 31,500 shares 31,500 $407K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,801 shares; 2024Q4: 10,401 shares; 2025Q1: 10,401 shares; 2025Q2: 8,806 shares; 2025Q3: 8,833 shares; 2025Q4: 8,966 shares; 2026Q1: 8,307 shares 8,307 $407K 0.01% -659 Timeline PHO 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: 6,230 shares; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 6,075 shares 6,075 $406K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 8,951 shares; 2025Q4: 8,893 shares; 2026Q1: 8,893 shares 8,893 $406K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,599 shares; 2025Q1: 1,931 shares; 2025Q2: 2,043 shares; 2025Q3: 2,593 shares; 2025Q4: 2,637 shares; 2026Q1: 2,928 shares 2,928 $405K 0.01% +291 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,445 shares; 2026Q1: 25,445 shares 25,445 $401K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 187 shares; 2025Q4: 1,139 shares; 2026Q1: 1,943 shares 1,943 $397K 0.01% +804 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: 514 shares; 2024Q4: 674 shares; 2025Q1: 514 shares; 2025Q2: 525 shares; 2025Q3: 516 shares; 2025Q4: 537 shares; 2026Q1: 536 shares 536 $391K 0.01% -1 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: 27,793 shares; 2024Q4: 27,793 shares; 2025Q1: 23,559 shares; 2025Q2: 17,587 shares; 2025Q3: 17,059 shares; 2025Q4: 17,059 shares; 2026Q1: 20,159 shares 20,159 $389K 0.01% +3,100 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: 4,891 shares; 2025Q1: 4,891 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 4,766 shares; 2026Q1: 4,741 shares 4,741 $388K 0.01% -25 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 2,403 shares; 2025Q4: 2,498 shares; 2026Q1: 4,142 shares 4,142 $386K 0.01% +1,644 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 11,141 shares; 2025Q1: 5,238 shares; 2025Q2: 4,584 shares; 2025Q3: 3,393 shares; 2025Q4: 3,277 shares; 2026Q1: 3,276 shares 3,276 $385K 0.01% -1 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 24,851 shares; 2025Q1: 26,251 shares; 2025Q2: 26,426 shares; 2025Q3: 17,869 shares; 2025Q4: 10,929 shares; 2026Q1: 9,464 shares 9,464 $381K 0.01% -1,465 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,125 shares; 2024Q4: 11,448 shares; 2025Q1: 8,255 shares; 2025Q2: 6,982 shares; 2025Q3: 6,413 shares; 2025Q4: 6,244 shares; 2026Q1: 5,872 shares 5,872 $380K 0.01% -372 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,948 shares; 2025Q1: 3,926 shares; 2025Q2: 4,060 shares; 2025Q3: 3,799 shares; 2025Q4: 3,590 shares; 2026Q1: 3,565 shares 3,565 $378K 0.01% -25 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: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares 1,378 $375K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 431 shares; 2025Q4: 460 shares; 2026Q1: 949 shares 949 $374K 0.01% +489 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 3,095 shares; 2025Q1: 4,266 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares; 2025Q4: 6,463 shares; 2026Q1: 6,731 shares 6,731 $374K 0.01% +268 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: 1,016 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,659 shares 1,659 $372K 0.01% +539 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,354 shares; 2025Q4: 1,357 shares; 2026Q1: 1,357 shares 1,357 $370K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 6,887 shares; 2025Q1: 6,372 shares; 2025Q2: 6,215 shares; 2025Q3: 6,280 shares; 2025Q4: 5,932 shares; 2026Q1: 5,627 shares 5,627 $367K 0.01% -305 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: 5,224 shares; 2024Q4: 5,224 shares; 2025Q1: 5,060 shares; 2025Q2: 2,625 shares; 2025Q3: 2,875 shares; 2025Q4: 2,589 shares; 2026Q1: 2,483 shares 2,483 $364K 0.01% -106 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 6,605 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,403 shares; 2026Q1: 6,504 shares 6,504 $363K 0.01% +101 Timeline NIKL 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: 22,454 shares; 2026Q1: 22,454 shares 22,454 $359K 0.01% 0 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,365 shares; 2024Q4: 17,365 shares; 2025Q1: 17,365 shares; 2025Q2: 17,245 shares; 2025Q3: 16,845 shares; 2025Q4: 16,845 shares; 2026Q1: 16,845 shares 16,845 $359K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,033 shares; 2024Q4: 43,983 shares; 2025Q1: 42,483 shares; 2025Q2: 38,853 shares; 2025Q3: 34,280 shares; 2025Q4: 33,400 shares; 2026Q1: 33,400 shares 33,400 $359K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,157 shares; 2025Q1: 2,941 shares; 2025Q2: 2,812 shares; 2025Q3: 2,803 shares; 2025Q4: 2,491 shares; 2026Q1: 3,651 shares 3,651 $357K 0.01% +1,160 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: 1,446 shares; 2024Q4: 1,444 shares; 2025Q1: 1,545 shares; 2025Q2: 2,045 shares; 2025Q3: 2,127 shares; 2025Q4: 3,128 shares; 2026Q1: 5,828 shares 5,828 $357K 0.01% +2,700 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,103 shares; 2025Q1: 905 shares; 2025Q2: 778 shares; 2025Q3: 773 shares; 2025Q4: 754 shares; 2026Q1: 753 shares 753 $356K 0.01% -1 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 397 shares; 2026Q1: 874 shares 874 $356K 0.01% +477 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: 718 shares; 2024Q4: 1,728 shares; 2025Q1: 1,831 shares; 2025Q2: 1,857 shares; 2025Q3: 1,857 shares; 2025Q4: 1,863 shares; 2026Q1: 1,894 shares 1,894 $350K 0.01% +31 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,484 shares; 2025Q1: 5,722 shares; 2025Q2: 5,839 shares; 2025Q3: 6,321 shares; 2025Q4: 5,894 shares; 2026Q1: 5,922 shares 5,922 $350K 0.01% +28 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,016 shares; 2026Q1: 891 shares 891 $346K 0.01% -125 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,227 shares; 2025Q4: 5,227 shares; 2026Q1: 5,227 shares 5,227 $346K 0.01% 0 Timeline