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: 874,961 shares; 2024Q4: 878,490 shares; 2025Q1: 912,732 shares; 2025Q2: 919,590 shares; 2025Q3: 957,255 shares; 2025Q4: 982,395 shares; 2026Q1: 951,875 shares 951,875 $352M 8.27% -30,520 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: 380,682 shares; 2024Q4: 379,135 shares; 2025Q1: 382,685 shares; 2025Q2: 381,529 shares; 2025Q3: 394,978 shares; 2025Q4: 396,550 shares; 2026Q1: 336,645 shares 336,645 $335M 7.87% -59,905 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: 923,806 shares; 2024Q4: 924,321 shares; 2025Q1: 947,453 shares; 2025Q2: 979,793 shares; 2025Q3: 1,012,856 shares; 2025Q4: 1,031,898 shares; 2026Q1: 983,714 shares 983,714 $315M 7.4% -48,184 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: 1,288,841 shares; 2024Q4: 1,295,652 shares; 2025Q1: 1,300,389 shares; 2025Q2: 1,299,135 shares; 2025Q3: 1,353,587 shares; 2025Q4: 1,355,672 shares; 2026Q1: 1,251,646 shares 1,251,646 $274M 6.43% -104,026 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: 377,596 shares; 2024Q4: 377,747 shares; 2025Q1: 388,306 shares; 2025Q2: 401,254 shares; 2025Q3: 408,399 shares; 2025Q4: 413,178 shares; 2026Q1: 405,818 shares 405,818 $203M 4.76% -7,360 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: 592,872 shares; 2024Q4: 595,409 shares; 2025Q1: 643,435 shares; 2025Q2: 651,378 shares; 2025Q3: 667,398 shares; 2025Q4: 665,338 shares; 2026Q1: 544,311 shares 544,311 $179M 4.2% -121,027 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,148 shares; 2024Q4: 64,807 shares; 2025Q1: 1,381,687 shares; 2025Q2: 1,451,424 shares; 2025Q3: 1,457,640 shares; 2025Q4: 1,334,749 shares; 2026Q1: 1,361,331 shares 1,361,331 $172M 4.04% +26,582 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: 23,511 shares; 2024Q4: 32,892 shares; 2025Q1: 49,399 shares; 2025Q2: 25,728 shares; 2025Q3: 61,565 shares; 2025Q4: 478,758 shares; 2026Q1: 749,864 shares 749,864 $156M 3.67% +271,106 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: 722,163 shares; 2024Q4: 718,858 shares; 2025Q1: 714,511 shares; 2025Q2: 699,092 shares; 2025Q3: 698,405 shares; 2025Q4: 691,274 shares; 2026Q1: 772,906 shares 772,906 $131M 3.07% +81,632 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: 448,386 shares; 2024Q4: 448,670 shares; 2025Q1: 447,619 shares; 2025Q2: 443,020 shares; 2025Q3: 484,923 shares; 2025Q4: 473,474 shares; 2026Q1: 470,941 shares 470,941 $114M 2.68% -2,533 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: 159,297 shares; 2024Q4: 181,940 shares; 2025Q1: 150,306 shares; 2025Q2: 97,220 shares; 2025Q3: 126,539 shares; 2025Q4: 128,728 shares; 2026Q1: 394,968 shares 394,968 $114M 2.67% +266,240 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 6,859 shares; 2025Q3: 17,702 shares; 2025Q4: 246,506 shares; 2026Q1: 599,451 shares 599,451 $109M 2.57% +352,945 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: 579,305 shares; 2024Q4: 636,499 shares; 2025Q1: 678,756 shares; 2025Q2: 692,603 shares; 2025Q3: 765,795 shares; 2025Q4: 768,670 shares; 2026Q1: 490,488 shares 490,488 $106M 2.49% -278,182 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,663 shares; 2025Q2: 329,699 shares; 2025Q3: 330,844 shares; 2025Q4: 330,400 shares; 2026Q1: 325,516 shares 325,516 $98.5M 2.31% -4,884 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416,738 shares; 2024Q4: 1,578,321 shares; 2025Q1: 1,617,193 shares; 2025Q2: 1,631,218 shares; 2025Q3: 1,657,149 shares; 2025Q4: 1,638,327 shares; 2026Q1: 1,388,792 shares 1,388,792 $92M 2.16% -249,535 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: 213,306 shares; 2024Q4: 213,023 shares; 2025Q1: 226,388 shares; 2025Q2: 252,048 shares; 2025Q3: 260,746 shares; 2025Q4: 211,023 shares; 2026Q1: 196,399 shares 196,399 $85.7M 2.01% -14,624 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: 476,461 shares; 2024Q4: 486,691 shares; 2025Q1: 553,555 shares; 2025Q2: 560,331 shares; 2025Q3: 656,569 shares; 2025Q4: 611,350 shares; 2026Q1: 386,014 shares 386,014 $76.5M 1.8% -225,336 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 14,469 shares; 2025Q1: 14,189 shares; 2025Q2: 15,841 shares; 2025Q3: 15,841 shares; 2025Q4: 18,617 shares; 2026Q1: 18,458 shares 18,458 $62.3M 1.46% -159 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: 113,999 shares; 2024Q4: 110,848 shares; 2025Q1: 103,704 shares; 2025Q2: 103,114 shares; 2025Q3: 106,217 shares; 2025Q4: 106,205 shares; 2026Q1: 99,472 shares 99,472 $56M 1.32% -6,733 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: 2,273 shares; 2024Q4: 920 shares; 2025Q1: 68,449 shares; 2025Q2: 63,489 shares; 2025Q3: 63,653 shares; 2025Q4: 63,929 shares; 2026Q1: 59,268 shares 59,268 $53.1M 1.25% -4,661 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,849 shares; 2024Q4: 252,330 shares; 2025Q1: 99,651 shares; 2025Q2: 69,043 shares; 2025Q3: 95,238 shares; 2025Q4: 99,979 shares; 2026Q1: 194,352 shares 194,352 $49.3M 1.16% +94,373 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: 197,808 shares; 2024Q4: 194,282 shares; 2025Q1: 204,105 shares; 2025Q2: 169,364 shares; 2025Q3: 184,187 shares; 2025Q4: 211,423 shares; 2026Q1: 129,871 shares 129,871 $46.5M 1.09% -81,552 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: 258,057 shares; 2024Q4: 272,447 shares; 2025Q1: 260,352 shares; 2025Q2: 212,113 shares; 2025Q3: 216,326 shares; 2025Q4: 216,211 shares; 2026Q1: 263,608 shares 263,608 $43.4M 1.02% +47,397 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: 276,838 shares; 2024Q4: 317,609 shares; 2025Q1: 220,205 shares; 2025Q2: 199,493 shares; 2025Q3: 208,283 shares; 2025Q4: 262,772 shares; 2026Q1: 498,319 shares 498,319 $43.2M 1.01% +235,547 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: 106,960 shares; 2024Q4: 190,754 shares; 2025Q1: 370,047 shares; 2025Q2: 474,587 shares; 2025Q3: 348,479 shares; 2025Q4: 344,614 shares; 2026Q1: 406,729 shares 406,729 $42.8M 1% +62,115 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: 132,295 shares; 2024Q4: 138,141 shares; 2025Q1: 178,718 shares; 2025Q2: 160,806 shares; 2025Q3: 103,301 shares; 2025Q4: 83,239 shares; 2026Q1: 84,072 shares 84,072 $40.3M 0.95% +833 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,479 shares; 2026Q1: 247,166 shares 247,166 $37.1M 0.87% +114,687 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: 28,152 shares; 2024Q4: 27,280 shares; 2025Q1: 26,696 shares; 2025Q2: 404,901 shares; 2025Q3: 404,927 shares; 2025Q4: 405,512 shares; 2026Q1: 347,200 shares 347,200 $32.1M 0.75% -58,312 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: 486 shares; 2024Q4: 492 shares; 2025Q1: 9,253 shares; 2025Q2: 7,726 shares; 2025Q3: 17,604 shares; 2025Q4: 102,662 shares; 2026Q1: 52,825 shares 52,825 $30.2M 0.71% -49,837 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 2,590 shares; 2025Q1: 1,145 shares; 2025Q2: 1,061 shares; 2025Q3: 76,641 shares; 2025Q4: 111,830 shares; 2026Q1: 82,869 shares 82,869 $29.7M 0.7% -28,961 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: 4,422 shares; 2024Q4: 5,375 shares; 2025Q1: 22,244 shares; 2025Q2: 18,156 shares; 2025Q3: 28,444 shares; 2025Q4: 29,329 shares; 2026Q1: 41,774 shares 41,774 $27.2M 0.64% +12,445 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: 24,518 shares; 2024Q4: 23,988 shares; 2025Q1: 29,489 shares; 2025Q2: 43,014 shares; 2025Q3: 47,997 shares; 2025Q4: 155,542 shares; 2026Q1: 138,078 shares 138,078 $26.8M 0.63% -17,464 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: 28,355 shares; 2024Q4: 29,062 shares; 2025Q1: 27,864 shares; 2025Q2: 197,399 shares; 2025Q3: 379,398 shares; 2025Q4: 314,334 shares; 2026Q1: 112,066 shares 112,066 $25.8M 0.6% -202,268 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,268 shares; 2025Q4: 107,268 shares; 2026Q1: 267,963 shares 267,963 $24.2M 0.57% +160,695 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: 56,348 shares; 2024Q4: 56,346 shares; 2025Q1: 62,310 shares; 2025Q2: 62,534 shares; 2025Q3: 72,339 shares; 2025Q4: 73,124 shares; 2026Q1: 80,787 shares 80,787 $23.2M 0.54% +7,663 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: 44,513 shares; 2024Q4: 48,061 shares; 2025Q1: 47,967 shares; 2025Q2: 53,617 shares; 2025Q3: 50,444 shares; 2025Q4: 48,124 shares; 2026Q1: 45,954 shares 45,954 $22.6M 0.53% -2,170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,710 shares; 2025Q3: 32,702 shares; 2025Q4: 32,702 shares; 2026Q1: 184,267 shares 184,267 $21.9M 0.51% +151,565 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: 56,426 shares; 2024Q4: 52,849 shares; 2025Q1: 54,528 shares; 2025Q2: 56,439 shares; 2025Q3: 99,022 shares; 2025Q4: 65,646 shares; 2026Q1: 64,997 shares 64,997 $19.6M 0.46% -649 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: not reported; 2024Q4: not reported; 2025Q1: 7,309 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 36,925 shares 36,925 $16.1M 0.38% +35,364 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: 142,174 shares; 2024Q4: 142,170 shares; 2025Q1: 143,033 shares; 2025Q2: 147,563 shares; 2025Q3: 164,070 shares; 2025Q4: 163,704 shares; 2026Q1: 135,118 shares 135,118 $15.5M 0.36% -28,586 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: 45,516 shares; 2024Q4: 45,516 shares; 2025Q1: 45,516 shares; 2025Q2: 44,807 shares; 2025Q3: 44,775 shares; 2025Q4: 44,514 shares; 2026Q1: 44,514 shares 44,514 $14.3M 0.34% 0 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: 37,336 shares; 2024Q4: 35,827 shares; 2025Q1: 37,408 shares; 2025Q2: 39,131 shares; 2025Q3: 48,327 shares; 2025Q4: 47,401 shares; 2026Q1: 43,131 shares 43,131 $13.4M 0.31% -4,270 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: 15,450 shares; 2024Q4: 15,520 shares; 2025Q1: 19,941 shares; 2025Q2: 22,355 shares; 2025Q3: 40,094 shares; 2025Q4: 42,074 shares; 2026Q1: 39,254 shares 39,254 $11.5M 0.27% -2,820 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: 42,759 shares; 2024Q4: 41,758 shares; 2025Q1: 42,037 shares; 2025Q2: 30,514 shares; 2025Q3: 35,413 shares; 2025Q4: 36,801 shares; 2026Q1: 37,307 shares 37,307 $11.5M 0.27% +506 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 246,392 shares; 2026Q1: 285,184 shares 285,184 $11.1M 0.26% +38,792 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,945 shares 73,945 $10.7M 0.25% new 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: 5,483 shares; 2024Q4: 5,790 shares; 2025Q1: 5,790 shares; 2025Q2: 19,938 shares; 2025Q3: 73,586 shares; 2025Q4: 59,721 shares; 2026Q1: 165,535 shares 165,535 $10.6M 0.25% +105,814 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,852 shares 53,852 $10.6M 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,420 shares; 2025Q4: 16,420 shares; 2026Q1: 49,265 shares 49,265 $9.08M 0.21% +32,845 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,797 shares; 2024Q4: 155,578 shares; 2025Q1: 52,747 shares; 2025Q2: 55,022 shares; 2025Q3: 54,455 shares; 2025Q4: 52,613 shares; 2026Q1: 59,041 shares 59,041 $8.88M 0.21% +6,428 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: 24,550 shares; 2024Q4: 24,550 shares; 2025Q1: 24,550 shares; 2025Q2: 24,550 shares; 2025Q3: 24,550 shares; 2025Q4: 24,550 shares; 2026Q1: 24,550 shares 24,550 $8.75M 0.21% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,964 shares; 2025Q1: 130,233 shares; 2025Q2: 145,521 shares; 2025Q3: 218,279 shares; 2025Q4: 218,200 shares; 2026Q1: 212,805 shares 212,805 $8.62M 0.2% -5,395 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,822 shares; 2024Q4: 23,679 shares; 2025Q1: 18,832 shares; 2025Q2: 15,583 shares; 2025Q3: 15,032 shares; 2025Q4: 15,060 shares; 2026Q1: 15,027 shares 15,027 $8.44M 0.2% -33 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 9,057 shares; 2025Q1: 9,033 shares; 2025Q2: 301,524 shares; 2025Q3: 310,936 shares; 2025Q4: 146,284 shares; 2026Q1: 43,891 shares 43,891 $8.42M 0.2% -102,393 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: 20,939 shares; 2024Q4: 12,514 shares; 2025Q1: 22,026 shares; 2025Q2: 19,579 shares; 2025Q3: 36,734 shares; 2025Q4: 37,898 shares; 2026Q1: 44,844 shares 44,844 $7.82M 0.18% +6,946 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 12,440 shares; 2025Q1: 12,158 shares; 2025Q2: 13,032 shares; 2025Q3: 14,617 shares; 2025Q4: 12,783 shares; 2026Q1: 12,806 shares 12,806 $7.75M 0.18% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,290 shares 99,290 $7.46M 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,316 shares 62,316 $7.45M 0.17% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,683 shares; 2024Q4: 23,243 shares; 2025Q1: 25,263 shares; 2025Q2: 25,122 shares; 2025Q3: 25,120 shares; 2025Q4: 21,602 shares; 2026Q1: 21,634 shares 21,634 $7.44M 0.17% +32 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,177 shares; 2024Q4: 23,435 shares; 2025Q1: 65,055 shares; 2025Q2: 133,893 shares; 2025Q3: 134,293 shares; 2025Q4: 57,019 shares; 2026Q1: 24,411 shares 24,411 $7M 0.16% -32,608 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: 14,344 shares; 2024Q4: 14,320 shares; 2025Q1: 16,997 shares; 2025Q2: 21,455 shares; 2025Q3: 21,829 shares; 2025Q4: 22,100 shares; 2026Q1: 21,871 shares 21,871 $6.96M 0.16% -229 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: 38,540 shares; 2024Q4: 36,677 shares; 2025Q1: 37,545 shares; 2025Q2: 37,184 shares; 2025Q3: 38,215 shares; 2025Q4: 39,215 shares; 2026Q1: 42,873 shares 42,873 $6.85M 0.16% +3,658 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: 417,708 shares; 2024Q4: 601,638 shares; 2025Q1: 540,132 shares; 2025Q2: 249,331 shares; 2025Q3: 189,804 shares; 2025Q4: 174,385 shares; 2026Q1: 93,264 shares 93,264 $6.75M 0.16% -81,121 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: not reported; 2024Q4: not reported; 2025Q1: 14,467 shares; 2025Q2: 18,534 shares; 2025Q3: 61,884 shares; 2025Q4: 61,780 shares; 2026Q1: 32,337 shares 32,337 $6.69M 0.16% -29,443 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,225 shares; 2024Q4: 303,666 shares; 2025Q1: 302,092 shares; 2025Q2: 688,572 shares; 2025Q3: 681,972 shares; 2025Q4: 318,050 shares; 2026Q1: 316,417 shares 316,417 $6.67M 0.16% -1,633 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: 1,188 shares; 2024Q4: 1,463 shares; 2025Q1: 2,159 shares; 2025Q2: 1,113 shares; 2025Q3: 3,285 shares; 2025Q4: 14,943 shares; 2026Q1: 19,141 shares 19,141 $6.47M 0.15% +4,198 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,818 shares; 2025Q4: 91,995 shares; 2026Q1: 65,745 shares 65,745 $6.14M 0.14% -26,250 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,398 shares; 2025Q4: 28,678 shares; 2026Q1: 24,324 shares 24,324 $5.96M 0.14% -4,354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,986 shares; 2025Q4: 8,986 shares; 2026Q1: 26,327 shares 26,327 $5.72M 0.13% +17,341 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: 2,837 shares; 2024Q4: 2,879 shares; 2025Q1: 3,138 shares; 2025Q2: 3,157 shares; 2025Q3: 12,489 shares; 2025Q4: 10,051 shares; 2026Q1: 5,963 shares 5,963 $5.48M 0.13% -4,088 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,134 shares; 2026Q1: 7,411 shares 7,411 $5.47M 0.13% +2,277 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: 8,340 shares; 2025Q1: 9,345 shares; 2025Q2: 8,020 shares; 2025Q3: 9,220 shares; 2025Q4: 9,220 shares; 2026Q1: 25,380 shares 25,380 $5.42M 0.13% +16,160 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,592 shares; 2024Q4: 84,900 shares; 2025Q1: 108,063 shares; 2025Q2: 108,063 shares; 2025Q3: 160,502 shares; 2025Q4: 192,030 shares; 2026Q1: 121,901 shares 121,901 $5.32M 0.12% -70,129 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 82,118 shares; 2025Q1: 101,254 shares; 2025Q2: 101,254 shares; 2025Q3: 102,254 shares; 2025Q4: 107,162 shares; 2026Q1: 107,162 shares 107,162 $5.32M 0.12% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 6,448 shares; 2025Q4: 9,531 shares; 2026Q1: 10,735 shares 10,735 $5.27M 0.12% +1,204 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: 36,400 shares; 2024Q4: 167,534 shares; 2025Q1: 119,606 shares; 2025Q2: 122,584 shares; 2025Q3: 119,680 shares; 2025Q4: 118,168 shares; 2026Q1: 114,874 shares 114,874 $5.2M 0.12% -3,294 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 5,092 shares; 2025Q3: 5,090 shares; 2025Q4: not reported; 2026Q1: 26,072 shares 26,072 $5.09M 0.12% new 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: 6,190 shares; 2024Q4: 6,569 shares; 2025Q1: 8,280 shares; 2025Q2: 10,149 shares; 2025Q3: 38,519 shares; 2025Q4: 40,130 shares; 2026Q1: 20,792 shares 20,792 $5.08M 0.12% -19,338 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: 9,097 shares; 2024Q4: 9,107 shares; 2025Q1: 30,077 shares; 2025Q2: 39,297 shares; 2025Q3: 42,344 shares; 2025Q4: 41,737 shares; 2026Q1: 40,128 shares 40,128 $4.99M 0.12% -1,609 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,562 shares; 2024Q4: 6,708 shares; 2025Q1: 6,882 shares; 2025Q2: 7,682 shares; 2025Q3: 7,315 shares; 2025Q4: 7,312 shares; 2026Q1: 7,309 shares 7,309 $4.98M 0.12% -3 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: 1,736 shares; 2024Q4: not reported; 2025Q1: 4,661 shares; 2025Q2: 27,010 shares; 2025Q3: 37,669 shares; 2025Q4: 28,399 shares; 2026Q1: 26,811 shares 26,811 $4.55M 0.11% -1,588 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: 2,428 shares; 2024Q4: 2,438 shares; 2025Q1: 3,052 shares; 2025Q2: 3,001 shares; 2025Q3: 5,029 shares; 2025Q4: 5,178 shares; 2026Q1: 4,659 shares 4,659 $4.48M 0.11% -519 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 13,265 shares; 2025Q4: 136,091 shares; 2026Q1: 184,293 shares 184,293 $4.29M 0.1% +48,202 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,444 shares; 2024Q4: 29,103 shares; 2025Q1: 28,711 shares; 2025Q2: 39,926 shares; 2025Q3: 41,956 shares; 2025Q4: 52,107 shares; 2026Q1: 43,574 shares 43,574 $4.29M 0.1% -8,533 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 17,874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,500 shares; 2026Q1: 100,250 shares 100,250 $4.28M 0.1% +66,750 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,652 shares; 2025Q3: 1,825 shares; 2025Q4: 1,523 shares; 2026Q1: 22,348 shares 22,348 $4.24M 0.1% +20,825 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,005 shares 14,005 $4.23M 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 19,736 shares 19,736 $4.22M 0.1% +18,323 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: 50,462 shares; 2024Q4: 47,723 shares; 2025Q1: 37,211 shares; 2025Q2: 27,497 shares; 2025Q3: 27,559 shares; 2025Q4: 26,971 shares; 2026Q1: 16,668 shares 16,668 $4.04M 0.09% -10,303 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: 14,573 shares; 2024Q4: 14,573 shares; 2025Q1: 13,636 shares; 2025Q2: 14,564 shares; 2025Q3: 15,644 shares; 2025Q4: 16,480 shares; 2026Q1: 17,920 shares 17,920 $3.9M 0.09% +1,440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,954 shares; 2025Q3: 3,544 shares; 2025Q4: 5,496 shares; 2026Q1: 28,047 shares 28,047 $3.88M 0.09% +22,551 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: 955 shares; 2024Q4: 1,677 shares; 2025Q1: 1,731 shares; 2025Q2: 1,903 shares; 2025Q3: 1,926 shares; 2025Q4: 1,743 shares; 2026Q1: 6,411 shares 6,411 $3.83M 0.09% +4,668 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER 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: 82,661 shares; 2025Q4: 93,407 shares; 2026Q1: 120,901 shares 120,901 $3.79M 0.09% +27,494 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 1,542 shares; 2025Q4: not reported; 2026Q1: 13,774 shares 13,774 $3.61M 0.08% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,151 shares 15,151 $3.53M 0.08% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares; 2026Q1: 44,714 shares 44,714 $3.45M 0.08% +38,834 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,326 shares; 2024Q4: 64,777 shares; 2025Q1: 61,458 shares; 2025Q2: 50,540 shares; 2025Q3: 47,582 shares; 2025Q4: 50,719 shares; 2026Q1: 36,792 shares 36,792 $3.44M 0.08% -13,927 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: 15,077 shares; 2024Q4: 15,146 shares; 2025Q1: 14,235 shares; 2025Q2: 14,907 shares; 2025Q3: 15,196 shares; 2025Q4: 15,718 shares; 2026Q1: 16,690 shares 16,690 $3.39M 0.08% +972 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: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 8,656 shares; 2025Q3: 7,864 shares; 2025Q4: 7,840 shares; 2026Q1: 25,433 shares 25,433 $3.33M 0.08% +17,593 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 1,270 shares; 2025Q4: 755 shares; 2026Q1: 11,581 shares 11,581 $3.33M 0.08% +10,826 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 13,663 shares; 2026Q1: 21,485 shares 21,485 $3.29M 0.08% +7,822 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: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,281 shares; 2025Q2: 3,410 shares; 2025Q3: 6,988 shares; 2025Q4: 7,336 shares; 2026Q1: 33,091 shares 33,091 $3.21M 0.08% +25,755 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: 2,999 shares; 2024Q4: 2,934 shares; 2025Q1: 3,486 shares; 2025Q2: 3,057 shares; 2025Q3: 3,363 shares; 2025Q4: 3,427 shares; 2026Q1: 9,632 shares 9,632 $3.16M 0.07% +6,205 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,759 shares; 2025Q1: 2,392 shares; 2025Q2: 2,460 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 7,391 shares 7,391 $3.15M 0.07% +6,177 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: 6,599 shares; 2024Q4: 6,599 shares; 2025Q1: 5,895 shares; 2025Q2: 6,061 shares; 2025Q3: 6,034 shares; 2025Q4: 5,788 shares; 2026Q1: 6,299 shares 6,299 $3.12M 0.07% +511 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: 8,966 shares; 2024Q4: 7,898 shares; 2025Q1: 7,898 shares; 2025Q2: 8,886 shares; 2025Q3: 40,186 shares; 2025Q4: 31,396 shares; 2026Q1: 41,027 shares 41,027 $3.12M 0.07% +9,631 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 16,500 shares; 2025Q2: 1,500 shares; 2025Q3: 3,821 shares; 2025Q4: 12,596 shares; 2026Q1: 16,138 shares 16,138 $3.1M 0.07% +3,542 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: 5,619 shares; 2024Q4: 5,718 shares; 2025Q1: 5,179 shares; 2025Q2: 4,469 shares; 2025Q3: 4,592 shares; 2025Q4: 4,459 shares; 2026Q1: 7,002 shares 7,002 $3.03M 0.07% +2,543 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,514 shares 32,514 $2.75M 0.06% new Timeline WELLS FARGO & CO 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: 239 shares; 2024Q4: 1,144 shares; 2025Q1: 959 shares; 2025Q2: 849 shares; 2025Q3: 1,209 shares; 2025Q4: 2,124 shares; 2026Q1: 2,264 shares 2,264 $2.61M 0.06% +140 TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,069 shares 8,069 $2.58M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,247 shares; 2025Q3: 112,101 shares; 2025Q4: 46,443 shares; 2026Q1: 28,686 shares 28,686 $2.57M 0.06% -17,757 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: 20,677 shares; 2024Q4: 21,035 shares; 2025Q1: 21,724 shares; 2025Q2: 21,685 shares; 2025Q3: 25,916 shares; 2025Q4: 24,297 shares; 2026Q1: 24,952 shares 24,952 $2.56M 0.06% +655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,069 shares 12,069 $2.52M 0.06% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: not reported; 2025Q4: not reported; 2026Q1: 50,215 shares 50,215 $2.5M 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,503 shares 9,503 $2.45M 0.06% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,981 shares; 2025Q3: not reported; 2025Q4: 2,855 shares; 2026Q1: 9,665 shares 9,665 $2.41M 0.06% +6,810 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: 17,513 shares; 2024Q4: 17,699 shares; 2025Q1: 20,914 shares; 2025Q2: 10,073 shares; 2025Q3: 27,413 shares; 2025Q4: 12,115 shares; 2026Q1: 16,320 shares 16,320 $2.36M 0.06% +4,205 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: 9,962 shares; 2024Q4: 9,962 shares; 2025Q1: 11,586 shares; 2025Q2: 10,840 shares; 2025Q3: 14,986 shares; 2025Q4: 15,093 shares; 2026Q1: 25,218 shares 25,218 $2.34M 0.05% +10,125 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: 3,740 shares; 2024Q4: 3,247 shares; 2025Q1: 3,946 shares; 2025Q2: 4,136 shares; 2025Q3: 4,841 shares; 2025Q4: 4,310 shares; 2026Q1: 5,437 shares 5,437 $2.31M 0.05% +1,127 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: 49,252 shares; 2024Q4: 54,766 shares; 2025Q1: 32,990 shares; 2025Q2: 38,282 shares; 2025Q3: 9,603 shares; 2025Q4: 9,546 shares; 2026Q1: 8,268 shares 8,268 $2.24M 0.05% -1,278 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,929 shares; 2025Q4: 16,757 shares; 2026Q1: 18,505 shares 18,505 $2.19M 0.05% +1,748 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: 37,843 shares; 2024Q4: 36,674 shares; 2025Q1: 27,572 shares; 2025Q2: 27,820 shares; 2025Q3: 8,203 shares; 2025Q4: 9,258 shares; 2026Q1: 14,020 shares 14,020 $2.18M 0.05% +4,762 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: 6,362 shares; 2024Q4: 6,362 shares; 2025Q1: 5,962 shares; 2025Q2: 6,015 shares; 2025Q3: 6,407 shares; 2025Q4: 6,486 shares; 2026Q1: 6,368 shares 6,368 $2.18M 0.05% -118 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,914 shares 36,914 $2.16M 0.05% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,437 shares 108,437 $2.14M 0.05% new 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: 4,594 shares; 2024Q4: 4,734 shares; 2025Q1: 7,233 shares; 2025Q2: 8,353 shares; 2025Q3: 34,560 shares; 2025Q4: 35,978 shares; 2026Q1: 10,999 shares 10,999 $2.12M 0.05% -24,979 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: 3,177 shares; 2024Q4: 3,395 shares; 2025Q1: 3,429 shares; 2025Q2: 3,465 shares; 2025Q3: 4,439 shares; 2025Q4: 4,412 shares; 2026Q1: 8,939 shares 8,939 $2.11M 0.05% +4,527 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,147 shares; 2025Q4: 22,107 shares; 2026Q1: 38,521 shares 38,521 $2.08M 0.05% +16,414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,435 shares; 2026Q1: 30,560 shares 30,560 $2.06M 0.05% +26,125 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,224 shares; 2026Q1: 14,674 shares 14,674 $2.03M 0.05% +3,450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,500 shares; 2025Q4: 21,500 shares; 2026Q1: 21,500 shares 21,500 $1.99M 0.05% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,500 shares; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 21,500 shares; 2025Q3: 21,500 shares; 2025Q4: 43,000 shares; 2026Q1: 43,000 shares 43,000 $1.97M 0.05% 0 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: 56,357 shares; 2024Q4: 55,535 shares; 2025Q1: 61,052 shares; 2025Q2: 33,689 shares; 2025Q3: 34,761 shares; 2025Q4: 6,325 shares; 2026Q1: 18,321 shares 18,321 $1.92M 0.04% +11,996 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,942 shares; 2025Q2: 32,585 shares; 2025Q3: 38,683 shares; 2025Q4: 24,744 shares; 2026Q1: 24,935 shares 24,935 $1.83M 0.04% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 571 shares; 2026Q1: 3,029 shares 3,029 $1.75M 0.04% +2,458 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,022 shares; 2024Q4: 25,747 shares; 2025Q1: 3,184 shares; 2025Q2: 7,641 shares; 2025Q3: 13,129 shares; 2025Q4: 15,076 shares; 2026Q1: 14,196 shares 14,196 $1.71M 0.04% -880 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: 3,125 shares; 2024Q4: 3,079 shares; 2025Q1: 3,077 shares; 2025Q2: 3,044 shares; 2025Q3: 3,840 shares; 2025Q4: 3,840 shares; 2026Q1: 3,804 shares 3,804 $1.69M 0.04% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,557 shares; 2025Q3: 11,759 shares; 2025Q4: 10,884 shares; 2026Q1: 10,776 shares 10,776 $1.58M 0.04% -108 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: 2,491 shares; 2024Q4: 2,581 shares; 2025Q1: 2,659 shares; 2025Q2: 2,930 shares; 2025Q3: 3,537 shares; 2025Q4: 3,987 shares; 2026Q1: 7,205 shares 7,205 $1.43M 0.03% +3,218 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,836 shares; 2025Q3: 3,798 shares; 2025Q4: 3,585 shares; 2026Q1: 3,585 shares 3,585 $1.43M 0.03% 0 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: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 428 shares; 2025Q3: 818 shares; 2025Q4: 1,098 shares; 2026Q1: 2,118 shares 2,118 $1.38M 0.03% +1,020 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,067 shares; 2024Q4: 3,219 shares; 2025Q1: 3,256 shares; 2025Q2: 3,240 shares; 2025Q3: 4,934 shares; 2025Q4: 5,006 shares; 2026Q1: 7,709 shares 7,709 $1.34M 0.03% +2,703 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: not reported; 2024Q4: 5,046 shares; 2025Q1: 5,363 shares; 2025Q2: 11,620 shares; 2025Q3: 38,713 shares; 2025Q4: 86,701 shares; 2026Q1: 27,312 shares 27,312 $1.33M 0.03% -59,389 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: 1,307 shares; 2024Q4: 1,432 shares; 2025Q1: 1,682 shares; 2025Q2: 2,056 shares; 2025Q3: 2,841 shares; 2025Q4: 3,401 shares; 2026Q1: 3,731 shares 3,731 $1.31M 0.03% +330 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: 15,970 shares; 2024Q4: 15,970 shares; 2025Q1: 13,693 shares; 2025Q2: 27,450 shares; 2025Q3: 27,386 shares; 2025Q4: 27,386 shares; 2026Q1: 27,386 shares 27,386 $1.27M 0.03% 0 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: 23,500 shares; 2024Q4: 23,500 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,717 shares; 2025Q4: 23,717 shares; 2026Q1: 23,717 shares 23,717 $1.17M 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,527 shares; 2025Q2: 4,340 shares; 2025Q3: 8,403 shares; 2025Q4: 9,220 shares; 2026Q1: 7,872 shares 7,872 $1.16M 0.03% -1,348 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 1,720 shares; 2025Q1: 2,096 shares; 2025Q2: 1,059 shares; 2025Q3: 3,207 shares; 2025Q4: 4,195 shares; 2026Q1: 3,374 shares 3,374 $1.16M 0.03% -821 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,342 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: 10,202 shares 10,202 $1.15M 0.03% +927 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,202 shares 9,202 $1.12M 0.03% new 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: 7,389 shares; 2024Q4: 1,712 shares; 2025Q1: 1,005 shares; 2025Q2: 1,345 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares; 2026Q1: 1,834 shares 1,834 $1.11M 0.03% +10 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: 11,465 shares; 2024Q4: 12,086 shares; 2025Q1: 12,086 shares; 2025Q2: 12,315 shares; 2025Q3: 16,685 shares; 2025Q4: 13,732 shares; 2026Q1: 13,760 shares 13,760 $1.1M 0.03% +28 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,105 shares 10,105 $1.08M 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,900 shares 18,900 $1.07M 0.03% new 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: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 3,317 shares; 2025Q2: 3,462 shares; 2025Q3: 8,127 shares; 2025Q4: 8,157 shares; 2026Q1: 4,562 shares 4,562 $1.03M 0.02% -3,595 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: 5,284 shares 5,284 $1.02M 0.02% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $1.02M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,319 shares 3,319 $992K 0.02% new 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: 90,922 shares; 2024Q4: 96,286 shares; 2025Q1: 102,811 shares; 2025Q2: 103,558 shares; 2025Q3: 107,461 shares; 2025Q4: 1,172,761 shares; 2026Q1: 10,243 shares 10,243 $985K 0.02% -1,162,518 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: 4,523 shares; 2024Q4: 5,308 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,813 shares 16,813 $953K 0.02% new 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: 466,036 shares; 2024Q4: 550,738 shares; 2025Q1: 62,879 shares; 2025Q2: 15,464 shares; 2025Q3: 15,340 shares; 2025Q4: 12,033 shares; 2026Q1: 11,747 shares 11,747 $924K 0.02% -286 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,700 shares; 2025Q3: 9,020 shares; 2025Q4: 9,020 shares; 2026Q1: 9,145 shares 9,145 $920K 0.02% +125 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: 3,816 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,830 shares; 2025Q3: 3,816 shares; 2025Q4: 4,316 shares; 2026Q1: 4,316 shares 4,316 $898K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares; 2026Q1: 11,900 shares 11,900 $885K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436,244 shares; 2024Q4: 1,480,956 shares; 2025Q1: 100,630 shares; 2025Q2: 16,713 shares; 2025Q3: 11,837 shares; 2025Q4: 12,697 shares; 2026Q1: 21,257 shares 21,257 $873K 0.02% +8,560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 767 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 3,274 shares 3,274 $871K 0.02% +2,025 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: 513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares; 2026Q1: 1,215 shares 1,215 $861K 0.02% -9,844 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: not reported; 2025Q4: not reported; 2026Q1: 17,176 shares 17,176 $848K 0.02% new Timeline MMED MINIMED GROUP INC More: the full row for MINIMED GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,500 shares 55,500 $828K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,333 shares; 2026Q1: 16,460 shares 16,460 $821K 0.02% -3,873 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: 3,536 shares; 2024Q4: 3,536 shares; 2025Q1: 5,128 shares; 2025Q2: 4,313 shares; 2025Q3: 4,501 shares; 2025Q4: 4,121 shares; 2026Q1: 6,182 shares 6,182 $816K 0.02% +2,061 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,733 shares; 2024Q4: 46,733 shares; 2025Q1: 46,733 shares; 2025Q2: 46,836 shares; 2025Q3: 46,733 shares; 2025Q4: 46,733 shares; 2026Q1: 51,683 shares 51,683 $809K 0.02% +4,950 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: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 4,789 shares; 2025Q3: 9,163 shares; 2025Q4: 7,682 shares; 2026Q1: 4,891 shares 4,891 $809K 0.02% -2,791 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,423 shares; 2025Q4: 10,788 shares; 2026Q1: 10,252 shares 10,252 $795K 0.02% -536 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 1,053 shares 1,053 $767K 0.02% -1,700 Timeline FVD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,760 shares; 2025Q3: 15,760 shares; 2025Q4: 15,760 shares; 2026Q1: 15,760 shares 15,760 $741K 0.02% 0 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: 3,634 shares; 2024Q4: 2,899 shares; 2025Q1: 4,112 shares; 2025Q2: 4,814 shares; 2025Q3: 4,801 shares; 2025Q4: 4,760 shares; 2026Q1: 4,697 shares 4,697 $730K 0.02% -63 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,089 shares; 2025Q1: 2,641 shares; 2025Q2: 3,162 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,541 shares 2,541 $729K 0.02% -450 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,300 shares; 2025Q1: 34,200 shares; 2025Q2: 31,360 shares; 2025Q3: 29,910 shares; 2025Q4: 29,910 shares; 2026Q1: 29,910 shares 29,910 $726K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 741 shares; 2025Q3: 1,034 shares; 2025Q4: 1,511 shares; 2026Q1: 1,561 shares 1,561 $720K 0.02% +50 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 2,919 shares; 2025Q1: 2,603 shares; 2025Q2: 3,580 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,278 shares 3,278 $692K 0.02% +115 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 3,679 shares 3,679 $687K 0.02% +1,777 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,666 shares 3,666 $668K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,418 shares; 2025Q2: 2,457 shares; 2025Q3: 6,904 shares; 2025Q4: 7,207 shares; 2026Q1: 2,892 shares 2,892 $666K 0.02% -4,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,319 shares; 2025Q4: 8,332 shares; 2026Q1: 7,409 shares 7,409 $657K 0.02% -923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares; 2026Q1: 7,239 shares 7,239 $655K 0.02% +443 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: 4,703 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 11,654 shares; 2025Q3: 11,654 shares; 2025Q4: 10,666 shares; 2026Q1: 9,215 shares 9,215 $647K 0.02% -1,451 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,950 shares; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 14,020 shares; 2025Q3: 18,102 shares; 2025Q4: 18,102 shares; 2026Q1: 13,950 shares 13,950 $641K 0.02% -4,152 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: 3,477 shares; 2024Q4: 3,517 shares; 2025Q1: 4,156 shares; 2025Q2: 2,807 shares; 2025Q3: 3,229 shares; 2025Q4: not reported; 2026Q1: 3,282 shares 3,282 $622K 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,639 shares; 2025Q3: 4,889 shares; 2025Q4: 4,889 shares; 2026Q1: 4,889 shares 4,889 $615K 0.01% 0 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 2,043 shares; 2025Q2: 2,054 shares; 2025Q3: 6,454 shares; 2025Q4: 6,504 shares; 2026Q1: 2,335 shares 2,335 $608K 0.01% -4,169 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,800 shares 5,800 $596K 0.01% new 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: 2,947 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,126 shares 2,126 $594K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,230 shares; 2025Q2: 1,247 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares 1,246 $590K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares 1,528 $586K 0.01% 0 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: 9,604 shares; 2024Q4: 10,041 shares; 2025Q1: 9,544 shares; 2025Q2: 41,012 shares; 2025Q3: 82,531 shares; 2025Q4: 17,804 shares; 2026Q1: 11,170 shares 11,170 $581K 0.01% -6,634 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 980 shares; 2025Q2: 1,438 shares; 2025Q3: 1,351 shares; 2025Q4: 1,351 shares; 2026Q1: 1,640 shares 1,640 $580K 0.01% +289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,758 shares 8,758 $566K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares 2,096 $525K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares 763 $521K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,165 shares; 2025Q1: 6,165 shares; 2025Q2: 6,165 shares; 2025Q3: 6,165 shares; 2025Q4: 6,165 shares; 2026Q1: 6,165 shares 6,165 $508K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares 2,043 $507K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,626 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares 2,369 $494K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,022 shares; 2025Q4: 980 shares; 2026Q1: 1,665 shares 1,665 $484K 0.01% +685 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $482K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 9,631 shares; 2025Q1: 12,881 shares; 2025Q2: 9,652 shares; 2025Q3: 9,562 shares; 2025Q4: 9,562 shares; 2026Q1: 7,562 shares 7,562 $459K 0.01% -2,000 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760,922 shares; 2024Q4: 1,032,325 shares; 2025Q1: 1,086,607 shares; 2025Q2: 1,500,600 shares; 2025Q3: 1,630,609 shares; 2025Q4: 827,866 shares; 2026Q1: 6,966 shares 6,966 $454K 0.01% -820,900 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: 1,733 shares; 2024Q4: 1,883 shares; 2025Q1: 3,153 shares; 2025Q2: 2,201 shares; 2025Q3: 9,743 shares; 2025Q4: 10,443 shares; 2026Q1: 3,491 shares 3,491 $450K 0.01% -6,952 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: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,367 shares; 2025Q3: 1,349 shares; 2025Q4: 1,489 shares; 2026Q1: 1,500 shares 1,500 $443K 0.01% +11 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,595 shares 2,595 $443K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,212 shares; 2025Q2: 1,323 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares; 2026Q1: 1,407 shares 1,407 $428K 0.01% -936 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: not reported; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 2,312 shares; 2025Q3: 11,328 shares; 2025Q4: 12,093 shares; 2026Q1: 4,428 shares 4,428 $427K 0.01% -7,665 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: 36,149 shares; 2024Q4: 100,341 shares; 2025Q1: 2,210 shares; 2025Q2: 1,705 shares; 2025Q3: 2,830 shares; 2025Q4: 2,731 shares; 2026Q1: 1,217 shares 1,217 $397K 0.01% -1,514 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares; 2026Q1: 3,664 shares 3,664 $393K 0.01% +1,280 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $392K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,797 shares 6,797 $392K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $376K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 966 shares 966 $375K 0.01% new 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: 3,187 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares; 2026Q1: 5,196 shares 5,196 $366K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,897 shares; 2026Q1: 2,931 shares 2,931 $364K 0.01% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 1,677 shares 1,677 $363K 0.01% -87 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,519 shares; 2024Q4: 4,519 shares; 2025Q1: 4,519 shares; 2025Q2: 5,303 shares; 2025Q3: 5,694 shares; 2025Q4: 5,551 shares; 2026Q1: 5,551 shares 5,551 $362K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 2,219 shares; 2025Q3: 2,790 shares; 2025Q4: 2,770 shares; 2026Q1: 1,120 shares 1,120 $362K 0.01% -1,650 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,469 shares 2,469 $359K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,387 shares; 2025Q1: 5,387 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 7,494 shares; 2026Q1: 7,494 shares 7,494 $350K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,252 shares; 2025Q4: 2,278 shares; 2026Q1: 2,852 shares 2,852 $350K 0.01% +574 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: 17,299 shares; 2024Q4: 16,980 shares; 2025Q1: 4,699 shares; 2025Q2: 4,944 shares; 2025Q3: 3,768 shares; 2025Q4: 3,025 shares; 2026Q1: 2,962 shares 2,962 $350K 0.01% -63 Timeline TRFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,608 shares; 2026Q1: 7,512 shares 7,512 $349K 0.01% +2,904 Timeline JVAL 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: 7,303 shares; 2024Q4: 7,983 shares; 2025Q1: 7,983 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 7,063 shares; 2026Q1: 7,063 shares 7,063 $345K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 7,662 shares; 2025Q1: 7,662 shares; 2025Q2: 7,662 shares; 2025Q3: 7,662 shares; 2025Q4: 7,662 shares; 2026Q1: 7,459 shares 7,459 $345K 0.01% -203 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: 2,300 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,250 shares; 2025Q3: 5,147 shares; 2025Q4: 5,147 shares; 2026Q1: 2,250 shares 2,250 $344K 0.01% -2,897 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,239 shares; 2024Q4: not reported; 2025Q1: 12,302 shares; 2025Q2: 498 shares; 2025Q3: 18,652 shares; 2025Q4: 18,681 shares; 2026Q1: 581 shares 581 $342K 0.01% -18,100 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 9,067 shares; 2025Q1: 9,067 shares; 2025Q2: 9,067 shares; 2025Q3: 7,572 shares; 2025Q4: 4,533 shares; 2026Q1: 4,533 shares 4,533 $342K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares 247 $341K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,575 shares; 2025Q4: 1,712 shares; 2026Q1: 1,575 shares 1,575 $338K 0.01% -137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,177 shares; 2025Q4: not reported; 2026Q1: 1,380 shares 1,380 $335K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 3,021 shares; 2025Q4: 3,021 shares; 2026Q1: 3,021 shares 3,021 $335K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,293 shares; 2025Q4: 5,293 shares; 2026Q1: 3,941 shares 3,941 $335K 0.01% -1,352 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,618 shares; 2025Q2: 2,157 shares; 2025Q3: 14,953 shares; 2025Q4: 14,762 shares; 2026Q1: 2,127 shares 2,127 $335K 0.01% -12,635 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,488 shares; 2025Q3: 3,488 shares; 2025Q4: 3,628 shares; 2026Q1: 3,488 shares 3,488 $328K 0.01% -140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,030 shares; 2025Q4: 9,187 shares; 2026Q1: 3,572 shares 3,572 $315K 0.01% -5,615 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,095 shares; 2025Q3: 1,092 shares; 2025Q4: 1,170 shares; 2026Q1: 1,173 shares 1,173 $313K 0.01% +3 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares 1,966 $312K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,132 shares; 2025Q4: 1,108 shares; 2026Q1: 1,773 shares 1,773 $310K 0.01% +665 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 530 shares; 2026Q1: 569 shares 569 $307K 0.01% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,516 shares; 2026Q1: 2,516 shares 2,516 $305K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,740 shares 2,740 $299K 0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,164 shares; 2024Q4: 1,882 shares; 2025Q1: 1,928 shares; 2025Q2: 1,882 shares; 2025Q3: 2,045 shares; 2025Q4: 1,845 shares; 2026Q1: 1,845 shares 1,845 $299K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462 $297K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $294K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 408 shares; 2025Q4: 351 shares; 2026Q1: 409 shares 409 $285K 0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,005 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $281K 0.01% 0 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: 504 shares; 2024Q4: 504 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 508 shares 508 $276K 0.01% +4 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: not reported; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $276K 0.01% 0 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: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares 2,565 $274K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 630 shares 630 $273K 0.01% -692 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares 1,299 $269K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $268K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 492 shares; 2026Q1: 497 shares 497 $267K 0.01% +5 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 867 shares 867 $263K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,775 shares; 2025Q4: 9,775 shares; 2026Q1: 892 shares 892 $260K 0.01% -8,883 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,272 shares 2,272 $260K 0.01% +87 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,615 shares 3,615 $259K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,670 shares; 2025Q4: 7,711 shares; 2026Q1: 3,036 shares 3,036 $259K 0.01% -4,675 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 3,838 shares 3,838 $254K 0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,892 shares; 2025Q4: not reported; 2026Q1: 8,662 shares 8,662 $243K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: not reported; 2025Q1: 1,714 shares; 2025Q2: 1,731 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,738 shares 1,738 $235K 0.01% +24 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,984 shares 1,984 $233K 0.01% +81 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,175 shares; 2024Q4: 11,455 shares; 2025Q1: 11,178 shares; 2025Q2: 9,306 shares; 2025Q3: 5,270 shares; 2025Q4: 4,149 shares; 2026Q1: 4,149 shares 4,149 $232K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $229K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 530 shares 530 $228K 0.01% -5,200 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 4,540 shares; 2025Q3: 6,688 shares; 2025Q4: 6,688 shares; 2026Q1: 4,540 shares 4,540 $215K 0.01% -2,148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,109 shares; 2025Q4: 2,101 shares; 2026Q1: 1,473 shares 1,473 $214K 0.01% -628 Timeline VLUE 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: 1,500 shares; 2026Q1: 1,500 shares 1,500 $213K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 179,405 shares; 2025Q1: 44,606 shares; 2025Q2: 3,078 shares; 2025Q3: 3,068 shares; 2025Q4: 3,068 shares; 2026Q1: 1,760 shares 1,760 $213K <0.01% -1,308 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,005 shares; 2025Q4: not reported; 2026Q1: 1,005 shares 1,005 $207K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 492 shares 492 $205K <0.01% new Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,520 shares; 2024Q4: 85,520 shares; 2025Q1: 70,520 shares; 2025Q2: 70,520 shares; 2025Q3: 37,020 shares; 2025Q4: 37,020 shares; 2026Q1: 22,020 shares 22,020 $171K <0.01% -15,000 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,533 shares; 2025Q1: 10,325 shares; 2025Q2: 10,325 shares; 2025Q3: 10,325 shares; 2025Q4: 10,325 shares; 2026Q1: 10,325 shares 10,325 $112K <0.01% 0 Timeline