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: 2,756,635 shares; 2024Q4: 2,818,522 shares; 2025Q1: 2,762,389 shares; 2025Q2: 2,659,916 shares; 2025Q3: 2,605,419 shares; 2025Q4: 2,443,219 shares; 2026Q1: 2,576,994 shares 2,576,994 $1.68B 32.94% +133,775 Timeline GVI 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: 1,882,646 shares; 2025Q4: 2,097,512 shares; 2026Q1: 2,205,187 shares 2,205,187 $235M 4.6% +107,675 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: 4,740 shares; 2024Q4: 4,740 shares; 2025Q1: 5,540 shares; 2025Q2: 5,647 shares; 2025Q3: 20,753 shares; 2025Q4: 2,976,271 shares; 2026Q1: 3,104,806 shares 3,104,806 $233M 4.56% +128,535 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,353 shares; 2024Q4: 21,167 shares; 2025Q1: 20,072 shares; 2025Q2: 17,493 shares; 2025Q3: 40,154 shares; 2025Q4: 37,779 shares; 2026Q1: 2,819,485 shares 2,819,485 $197M 3.85% +2,781,706 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 9,292,332 shares; 2025Q3: 9,672,111 shares; 2025Q4: 9,026,210 shares; 2026Q1: 6,094,109 shares 6,094,109 $168M 3.29% -2,932,101 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: 566,074 shares; 2024Q4: 596,564 shares; 2025Q1: 594,286 shares; 2025Q2: 627,653 shares; 2025Q3: 630,304 shares; 2025Q4: 623,374 shares; 2026Q1: 624,254 shares 624,254 $158M 3.1% +880 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667,999 shares; 2024Q4: 2,604,298 shares; 2025Q1: 2,551,059 shares; 2025Q2: 2,516,995 shares; 2025Q3: 2,442,124 shares; 2025Q4: 2,381,460 shares; 2026Q1: 2,377,793 shares 2,377,793 $126M 2.47% -3,667 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,210 shares; 2024Q4: 305,058 shares; 2025Q1: 308,893 shares; 2025Q2: 319,501 shares; 2025Q3: 324,861 shares; 2025Q4: 325,368 shares; 2026Q1: 324,686 shares 324,686 $120M 2.35% -682 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: 778,048 shares; 2024Q4: 721,061 shares; 2025Q1: 679,864 shares; 2025Q2: 638,727 shares; 2025Q3: 637,180 shares; 2025Q4: 646,076 shares; 2026Q1: 641,725 shares 641,725 $112M 2.19% -4,351 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: 424,459 shares; 2024Q4: 449,192 shares; 2025Q1: 451,155 shares; 2025Q2: 464,220 shares; 2025Q3: 469,359 shares; 2025Q4: 474,367 shares; 2026Q1: 473,418 shares 473,418 $98.6M 1.93% -949 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: 316,439 shares; 2024Q4: 320,589 shares; 2025Q1: 307,579 shares; 2025Q2: 318,759 shares; 2025Q3: 311,582 shares; 2025Q4: 299,810 shares; 2026Q1: 297,195 shares 297,195 $85.5M 1.67% -2,615 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382,615 shares; 2024Q4: 1,272,175 shares; 2025Q1: 1,294,303 shares; 2025Q2: 1,304,995 shares; 2025Q3: 1,222,478 shares; 2025Q4: 1,165,513 shares; 2026Q1: 717,755 shares 717,755 $76.2M 1.49% -447,758 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: 213,593 shares; 2024Q4: 223,813 shares; 2025Q1: 221,598 shares; 2025Q2: 234,466 shares; 2025Q3: 224,699 shares; 2025Q4: 222,127 shares; 2026Q1: 219,400 shares 219,400 $62.9M 1.23% -2,727 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: 91,390 shares; 2024Q4: 92,297 shares; 2025Q1: 88,759 shares; 2025Q2: 88,550 shares; 2025Q3: 91,351 shares; 2025Q4: 92,651 shares; 2026Q1: 92,230 shares 92,230 $60M 1.17% -421 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: 97,885 shares; 2024Q4: 97,885 shares; 2025Q1: 96,701 shares; 2025Q2: 98,561 shares; 2025Q3: 143,357 shares; 2025Q4: 168,906 shares; 2026Q1: 169,996 shares 169,996 $54.5M 1.07% +1,090 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: 278,516 shares; 2024Q4: 301,477 shares; 2025Q1: 331,947 shares; 2025Q2: 358,010 shares; 2025Q3: 382,345 shares; 2025Q4: 431,661 shares; 2026Q1: 416,008 shares 416,008 $51.7M 1.01% -15,653 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: 112,907 shares; 2024Q4: 125,712 shares; 2025Q1: 122,301 shares; 2025Q2: 127,335 shares; 2025Q3: 128,783 shares; 2025Q4: 139,509 shares; 2026Q1: 160,833 shares 160,833 $47.3M 0.93% +21,324 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: 18,450 shares; 2024Q4: 18,490 shares; 2025Q1: 31,294 shares; 2025Q2: 38,457 shares; 2025Q3: 44,059 shares; 2025Q4: 48,185 shares; 2026Q1: 50,788 shares 50,788 $46.7M 0.91% +2,603 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: 195,939 shares; 2024Q4: 194,396 shares; 2025Q1: 189,749 shares; 2025Q2: 194,977 shares; 2025Q3: 190,125 shares; 2025Q4: 195,113 shares; 2026Q1: 187,559 shares 187,559 $45.8M 0.9% -7,554 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: 87,157 shares; 2024Q4: 103,376 shares; 2025Q1: 113,285 shares; 2025Q2: 118,386 shares; 2025Q3: 123,875 shares; 2025Q4: 138,761 shares; 2026Q1: 133,480 shares 133,480 $45.1M 0.88% -5,281 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: 132,193 shares; 2024Q4: 138,312 shares; 2025Q1: 143,808 shares; 2025Q2: 150,980 shares; 2025Q3: 153,476 shares; 2025Q4: 147,375 shares; 2026Q1: 131,885 shares 131,885 $43.4M 0.85% -15,490 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: 341,014 shares; 2024Q4: 366,170 shares; 2025Q1: 360,164 shares; 2025Q2: 446,398 shares; 2025Q3: 514,382 shares; 2025Q4: 569,722 shares; 2026Q1: 622,729 shares 622,729 $39.9M 0.78% +53,007 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: 202,794 shares; 2024Q4: 229,007 shares; 2025Q1: 246,940 shares; 2025Q2: 249,337 shares; 2025Q3: 264,325 shares; 2025Q4: 275,456 shares; 2026Q1: 249,032 shares 249,032 $39.8M 0.78% -26,424 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: 67,287 shares; 2024Q4: 69,681 shares; 2025Q1: 68,235 shares; 2025Q2: 66,841 shares; 2025Q3: 70,332 shares; 2025Q4: 66,898 shares; 2026Q1: 67,648 shares 67,648 $32.4M 0.63% +750 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,002 shares; 2024Q4: 103,770 shares; 2025Q1: 103,803 shares; 2025Q2: 104,002 shares; 2025Q3: 103,540 shares; 2025Q4: 105,761 shares; 2026Q1: 105,625 shares 105,625 $31.9M 0.62% -136 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: 178,536 shares; 2024Q4: 206,650 shares; 2025Q1: 231,989 shares; 2025Q2: 263,126 shares; 2025Q3: 279,957 shares; 2025Q4: 305,976 shares; 2026Q1: 304,222 shares 304,222 $31.2M 0.61% -1,754 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: 95,981 shares; 2024Q4: 96,096 shares; 2025Q1: 96,735 shares; 2025Q2: 100,813 shares; 2025Q3: 103,935 shares; 2025Q4: 44,986 shares; 2026Q1: 45,552 shares 45,552 $27.2M 0.53% +566 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: 40,628 shares; 2024Q4: 47,040 shares; 2025Q1: 50,053 shares; 2025Q2: 50,321 shares; 2025Q3: 52,293 shares; 2025Q4: 54,571 shares; 2026Q1: 54,414 shares 54,414 $27.2M 0.53% -157 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: 26,412 shares; 2024Q4: 28,433 shares; 2025Q1: 28,384 shares; 2025Q2: 29,999 shares; 2025Q3: 36,655 shares; 2025Q4: 42,745 shares; 2026Q1: 46,325 shares 46,325 $26.5M 0.52% +3,580 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: 25,047 shares; 2024Q4: 28,497 shares; 2025Q1: 28,909 shares; 2025Q2: 33,090 shares; 2025Q3: 33,936 shares; 2025Q4: 52,050 shares; 2026Q1: 73,585 shares 73,585 $22.8M 0.45% +21,535 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288,569 shares; 2026Q1: 286,869 shares 286,869 $22.1M 0.43% -1,700 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: 241,649 shares; 2024Q4: 238,568 shares; 2025Q1: 237,141 shares; 2025Q2: 244,811 shares; 2025Q3: 207,859 shares; 2025Q4: 159,842 shares; 2026Q1: 150,060 shares 150,060 $21.7M 0.42% -9,782 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: 112,680 shares; 2024Q4: 119,397 shares; 2025Q1: 114,595 shares; 2025Q2: 118,155 shares; 2025Q3: 119,722 shares; 2025Q4: 123,399 shares; 2026Q1: 125,433 shares 125,433 $21.3M 0.42% +2,034 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: 121,610 shares; 2024Q4: 121,756 shares; 2025Q1: 121,840 shares; 2025Q2: 121,840 shares; 2025Q3: 121,790 shares; 2025Q4: 121,790 shares; 2026Q1: 121,874 shares 121,874 $21.1M 0.41% +84 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: 24,485 shares; 2024Q4: 29,510 shares; 2025Q1: 33,793 shares; 2025Q2: 36,732 shares; 2025Q3: 39,196 shares; 2025Q4: 40,361 shares; 2026Q1: 41,766 shares 41,766 $20.7M 0.41% +1,405 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: 82,524 shares; 2024Q4: 97,862 shares; 2025Q1: 105,437 shares; 2025Q2: 110,979 shares; 2025Q3: 113,334 shares; 2025Q4: 108,584 shares; 2026Q1: 105,864 shares 105,864 $17.2M 0.34% -2,720 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: 68,820 shares; 2024Q4: 71,792 shares; 2025Q1: 68,703 shares; 2025Q2: 76,886 shares; 2025Q3: 77,939 shares; 2025Q4: 71,414 shares; 2026Q1: 74,702 shares 74,702 $16.2M 0.32% +3,288 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: 36,924 shares; 2024Q4: 36,660 shares; 2025Q1: 36,833 shares; 2025Q2: 39,380 shares; 2025Q3: 40,420 shares; 2025Q4: 39,210 shares; 2026Q1: 38,072 shares 38,072 $16.2M 0.32% -1,138 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,887 shares; 2025Q1: 13,125 shares; 2025Q2: 27,443 shares; 2025Q3: 25,898 shares; 2025Q4: 28,962 shares; 2026Q1: 29,467 shares 29,467 $16.2M 0.32% +505 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: 38,971 shares; 2024Q4: 38,971 shares; 2025Q1: 38,971 shares; 2025Q2: 39,271 shares; 2025Q3: 39,301 shares; 2025Q4: 39,271 shares; 2026Q1: 37,066 shares 37,066 $15.9M 0.31% -2,205 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: 139,537 shares; 2024Q4: 142,176 shares; 2025Q1: 134,518 shares; 2025Q2: 126,573 shares; 2025Q3: 111,008 shares; 2025Q4: 104,439 shares; 2026Q1: 102,100 shares 102,100 $15.9M 0.31% -2,339 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: 59,828 shares; 2024Q4: 61,303 shares; 2025Q1: 60,653 shares; 2025Q2: 54,793 shares; 2025Q3: 116,589 shares; 2025Q4: 172,934 shares; 2026Q1: 199,716 shares 199,716 $15.2M 0.3% +26,782 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,482 shares; 2025Q1: 272,356 shares; 2025Q2: 299,841 shares; 2025Q3: 306,042 shares; 2025Q4: 346,383 shares; 2026Q1: 337,644 shares 337,644 $15.1M 0.29% -8,739 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: 5,399 shares; 2024Q4: 18,098 shares; 2025Q1: 24,988 shares; 2025Q2: 28,869 shares; 2025Q3: 27,290 shares; 2025Q4: 27,825 shares; 2026Q1: 26,739 shares 26,739 $14.4M 0.28% -1,086 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: 24,115 shares; 2024Q4: 24,137 shares; 2025Q1: 23,233 shares; 2025Q2: 24,235 shares; 2025Q3: 25,103 shares; 2025Q4: 24,791 shares; 2026Q1: 24,791 shares 24,791 $14.3M 0.28% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,779 shares; 2024Q4: 47,604 shares; 2025Q1: 47,785 shares; 2025Q2: 47,298 shares; 2025Q3: 47,194 shares; 2025Q4: 47,399 shares; 2026Q1: 47,270 shares 47,270 $14.3M 0.28% -129 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 236 shares; 2025Q1: 223 shares; 2025Q2: 235 shares; 2025Q3: 2,153 shares; 2025Q4: 3,235 shares; 2026Q1: 3,368 shares 3,368 $14.2M 0.28% +133 Timeline MGC 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: 58,067 shares; 2026Q1: 58,067 shares 58,067 $13.7M 0.27% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,508 shares; 2024Q4: 80,656 shares; 2025Q1: 85,844 shares; 2025Q2: 86,870 shares; 2025Q3: 87,381 shares; 2025Q4: 89,193 shares; 2026Q1: 98,733 shares 98,733 $13.7M 0.27% +9,540 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: 150,248 shares; 2024Q4: 148,771 shares; 2025Q1: 147,022 shares; 2025Q2: 142,766 shares; 2025Q3: 139,182 shares; 2025Q4: 130,210 shares; 2026Q1: 127,054 shares 127,054 $13.1M 0.26% -3,156 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,715 shares; 2024Q4: 18,715 shares; 2025Q1: 19,055 shares; 2025Q2: 19,055 shares; 2025Q3: 19,055 shares; 2025Q4: 18,333 shares; 2026Q1: 163,918 shares 163,918 $12.8M 0.25% +145,585 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: 26,633 shares; 2024Q4: 54,669 shares; 2025Q1: 66,353 shares; 2025Q2: 73,748 shares; 2025Q3: 65,555 shares; 2025Q4: 63,193 shares; 2026Q1: 64,118 shares 64,118 $12.7M 0.25% +925 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: 75,525 shares; 2024Q4: 75,046 shares; 2025Q1: 72,106 shares; 2025Q2: 83,571 shares; 2025Q3: 84,919 shares; 2025Q4: 98,500 shares; 2026Q1: 102,005 shares 102,005 $12.3M 0.24% +3,505 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $11.5M 0.22% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 34,974 shares; 2025Q1: 42,016 shares; 2025Q2: 58,969 shares; 2025Q3: 62,632 shares; 2025Q4: 53,063 shares; 2026Q1: 46,217 shares 46,217 $11.2M 0.22% -6,846 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: not reported; 2025Q1: 3,530 shares; 2025Q2: 4,745 shares; 2025Q3: 4,539 shares; 2025Q4: 91,079 shares; 2026Q1: 152,261 shares 152,261 $11M 0.21% +61,182 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: 51,540 shares; 2024Q4: 50,789 shares; 2025Q1: 49,452 shares; 2025Q2: 50,584 shares; 2025Q3: 50,559 shares; 2025Q4: 50,559 shares; 2026Q1: 49,254 shares 49,254 $10.6M 0.21% -1,305 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,922 shares; 2025Q1: 2,801 shares; 2025Q2: 2,667 shares; 2025Q3: 3,333 shares; 2025Q4: 39,019 shares; 2026Q1: 106,431 shares 106,431 $10.2M 0.2% +67,412 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: 97,610 shares; 2024Q4: 91,262 shares; 2025Q1: 89,496 shares; 2025Q2: 85,646 shares; 2025Q3: 83,239 shares; 2025Q4: 78,876 shares; 2026Q1: 76,652 shares 76,652 $10M 0.2% -2,224 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: 180,260 shares; 2024Q4: 184,725 shares; 2025Q1: 178,360 shares; 2025Q2: 185,187 shares; 2025Q3: 183,491 shares; 2025Q4: 147,039 shares; 2026Q1: 146,610 shares 146,610 $9.9M 0.19% -429 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: 38,245 shares; 2024Q4: 43,536 shares; 2025Q1: 42,344 shares; 2025Q2: 41,853 shares; 2025Q3: 42,994 shares; 2025Q4: 47,704 shares; 2026Q1: 46,899 shares 46,899 $9.53M 0.19% -805 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: 8,227 shares; 2024Q4: 9,356 shares; 2025Q1: 9,489 shares; 2025Q2: 9,603 shares; 2025Q3: 10,063 shares; 2025Q4: 10,425 shares; 2026Q1: 9,556 shares 9,556 $9.52M 0.19% -869 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,797 shares; 2025Q4: 28,744 shares; 2026Q1: 33,102 shares 33,102 $9.01M 0.18% +4,358 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,964 shares; 2024Q4: 304,621 shares; 2025Q1: 297,772 shares; 2025Q2: 296,270 shares; 2025Q3: 276,489 shares; 2025Q4: 265,991 shares; 2026Q1: 231,940 shares 231,940 $8.78M 0.17% -34,051 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: 26,407 shares; 2024Q4: 27,337 shares; 2025Q1: 25,333 shares; 2025Q2: 25,146 shares; 2025Q3: 26,849 shares; 2025Q4: 25,079 shares; 2026Q1: 25,477 shares 25,477 $8.71M 0.17% +398 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: 198,059 shares; 2024Q4: 167,914 shares; 2025Q1: 79,470 shares; 2025Q2: 69,564 shares; 2025Q3: 59,616 shares; 2025Q4: 48,643 shares; 2026Q1: 43,206 shares 43,206 $8.29M 0.16% -5,437 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: 47,157 shares; 2024Q4: 50,143 shares; 2025Q1: 52,432 shares; 2025Q2: 51,233 shares; 2025Q3: 41,508 shares; 2025Q4: 42,597 shares; 2026Q1: 43,016 shares 43,016 $8.16M 0.16% +419 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: 117,689 shares; 2024Q4: 123,590 shares; 2025Q1: 116,553 shares; 2025Q2: 104,724 shares; 2025Q3: 101,180 shares; 2025Q4: 102,987 shares; 2026Q1: 103,864 shares 103,864 $8.06M 0.16% +877 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: 36,257 shares; 2024Q4: 35,970 shares; 2025Q1: 35,249 shares; 2025Q2: 35,774 shares; 2025Q3: 33,720 shares; 2025Q4: 32,298 shares; 2026Q1: 29,519 shares 29,519 $7.85M 0.15% -2,779 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: 70,859 shares; 2024Q4: 78,749 shares; 2025Q1: 89,220 shares; 2025Q2: 94,734 shares; 2025Q3: 97,649 shares; 2025Q4: 98,389 shares; 2026Q1: 98,845 shares 98,845 $7.78M 0.15% +456 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,981 shares; 2024Q4: 129,357 shares; 2025Q1: 124,036 shares; 2025Q2: 120,501 shares; 2025Q3: 112,329 shares; 2025Q4: 107,927 shares; 2026Q1: 97,061 shares 97,061 $7.77M 0.15% -10,866 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: 82,093 shares; 2024Q4: 136,622 shares; 2025Q1: 141,591 shares; 2025Q2: 114,702 shares; 2025Q3: 85,351 shares; 2025Q4: 79,627 shares; 2026Q1: 80,358 shares 80,358 $7.74M 0.15% +731 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,468 shares 96,468 $7.72M 0.15% new Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,136 shares 203,136 $7.49M 0.15% new 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: 64,208 shares; 2024Q4: 68,211 shares; 2025Q1: 68,527 shares; 2025Q2: 68,390 shares; 2025Q3: 68,269 shares; 2025Q4: 59,021 shares; 2026Q1: 52,908 shares 52,908 $6.98M 0.14% -6,113 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: 22,968 shares; 2024Q4: 27,978 shares; 2025Q1: 23,501 shares; 2025Q2: 24,235 shares; 2025Q3: 24,222 shares; 2025Q4: 23,265 shares; 2026Q1: 22,289 shares 22,289 $6.93M 0.14% -976 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: 32,050 shares; 2024Q4: 34,920 shares; 2025Q1: 28,816 shares; 2025Q2: 28,929 shares; 2025Q3: 29,700 shares; 2025Q4: 30,298 shares; 2026Q1: 35,044 shares 35,044 $6.76M 0.13% +4,746 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: 8,151 shares; 2024Q4: 7,437 shares; 2025Q1: 7,681 shares; 2025Q2: 10,329 shares; 2025Q3: 10,996 shares; 2025Q4: 9,360 shares; 2026Q1: 9,446 shares 9,446 $6.69M 0.13% +86 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,309 shares; 2024Q4: 92,222 shares; 2025Q1: 124,968 shares; 2025Q2: 120,750 shares; 2025Q3: 89,070 shares; 2025Q4: 77,530 shares; 2026Q1: 67,021 shares 67,021 $6.66M 0.13% -10,509 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: 60,697 shares; 2024Q4: 60,973 shares; 2025Q1: 60,973 shares; 2025Q2: 60,973 shares; 2025Q3: 61,068 shares; 2025Q4: 60,422 shares; 2026Q1: 65,915 shares 65,915 $6.11M 0.12% +5,493 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: 34,967 shares; 2024Q4: 34,145 shares; 2025Q1: 31,962 shares; 2025Q2: 28,096 shares; 2025Q3: 31,469 shares; 2025Q4: 34,538 shares; 2026Q1: 29,120 shares 29,120 $6.02M 0.12% -5,418 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,699 shares; 2024Q4: 16,054 shares; 2025Q1: 13,692 shares; 2025Q2: 20,034 shares; 2025Q3: 20,439 shares; 2025Q4: 21,418 shares; 2026Q1: 21,215 shares 21,215 $6.02M 0.12% -203 Timeline ACWV 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: 49,288 shares 49,288 $5.89M 0.12% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,916 shares; 2026Q1: 53,905 shares 53,905 $5.84M 0.11% +2,989 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: 13,891 shares; 2024Q4: 14,072 shares; 2025Q1: 14,008 shares; 2025Q2: 13,328 shares; 2025Q3: 13,325 shares; 2025Q4: 13,251 shares; 2026Q1: 13,001 shares 13,001 $5.78M 0.11% -250 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: 51,579 shares; 2024Q4: 57,968 shares; 2025Q1: 51,975 shares; 2025Q2: 49,239 shares; 2025Q3: 49,329 shares; 2025Q4: 49,267 shares; 2026Q1: 53,681 shares 53,681 $5.21M 0.1% +4,414 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: 17,569 shares; 2024Q4: 15,990 shares; 2025Q1: 15,127 shares; 2025Q2: 16,227 shares; 2025Q3: 14,482 shares; 2025Q4: 14,575 shares; 2026Q1: 14,455 shares 14,455 $5.09M 0.1% -120 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: 13,393 shares; 2024Q4: 13,281 shares; 2025Q1: 13,136 shares; 2025Q2: 12,702 shares; 2025Q3: 12,527 shares; 2025Q4: 12,334 shares; 2026Q1: 11,590 shares 11,590 $5.06M 0.1% -744 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: 12,656 shares; 2024Q4: 13,258 shares; 2025Q1: 13,162 shares; 2025Q2: 13,186 shares; 2025Q3: 13,018 shares; 2025Q4: 12,782 shares; 2026Q1: 11,842 shares 11,842 $5.04M 0.1% -940 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: 40,749 shares; 2024Q4: 43,211 shares; 2025Q1: 27,185 shares; 2025Q2: 12,922 shares; 2025Q3: 11,831 shares; 2025Q4: 10,348 shares; 2026Q1: 10,207 shares 10,207 $5.02M 0.1% -141 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: 10,299 shares; 2024Q4: 11,153 shares; 2025Q1: 9,758 shares; 2025Q2: 12,078 shares; 2025Q3: 13,676 shares; 2025Q4: 19,566 shares; 2026Q1: 20,136 shares 20,136 $4.88M 0.1% +570 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: 9,517 shares; 2024Q4: 9,517 shares; 2025Q1: 9,517 shares; 2025Q2: 9,517 shares; 2025Q3: 39,324 shares; 2025Q4: 39,324 shares; 2026Q1: 53,409 shares 53,409 $4.71M 0.09% +14,085 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,165 shares; 2024Q4: 33,044 shares; 2025Q1: 34,668 shares; 2025Q2: 35,248 shares; 2025Q3: 34,624 shares; 2025Q4: 33,163 shares; 2026Q1: 32,107 shares 32,107 $4.71M 0.09% -1,056 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: 10,501 shares; 2024Q4: 12,363 shares; 2025Q1: 14,631 shares; 2025Q2: 13,889 shares; 2025Q3: 14,386 shares; 2025Q4: 13,422 shares; 2026Q1: 12,591 shares 12,591 $4.68M 0.09% -831 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: 32,773 shares; 2024Q4: 36,683 shares; 2025Q1: 23,111 shares; 2025Q2: 23,111 shares; 2025Q3: 22,238 shares; 2025Q4: 31,147 shares; 2026Q1: 30,492 shares 30,492 $4.66M 0.09% -655 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,227 shares; 2024Q4: 3,975 shares; 2025Q1: 3,292 shares; 2025Q2: 4,847 shares; 2025Q3: 4,977 shares; 2025Q4: 5,243 shares; 2026Q1: 5,240 shares 5,240 $4.57M 0.09% -3 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: 26,189 shares; 2024Q4: 25,187 shares; 2025Q1: 24,331 shares; 2025Q2: 26,983 shares; 2025Q3: 44,427 shares; 2025Q4: 44,471 shares; 2026Q1: 50,291 shares 50,291 $4.55M 0.09% +5,820 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: 35,449 shares; 2024Q4: 38,282 shares; 2025Q1: 30,653 shares; 2025Q2: 31,854 shares; 2025Q3: 31,440 shares; 2025Q4: 24,154 shares; 2026Q1: 30,332 shares 30,332 $4.46M 0.09% +6,178 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,803 shares; 2025Q1: 3,627 shares; 2025Q2: 6,844 shares; 2025Q3: 7,671 shares; 2025Q4: 13,851 shares; 2026Q1: 13,681 shares 13,681 $4.46M 0.09% -170 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: 11,209 shares; 2024Q4: 14,403 shares; 2025Q1: 11,981 shares; 2025Q2: 12,445 shares; 2025Q3: 14,180 shares; 2025Q4: 13,869 shares; 2026Q1: 13,450 shares 13,450 $4.09M 0.08% -419 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: 140,000 shares; 2024Q4: 139,863 shares; 2025Q1: 120,185 shares; 2025Q2: 139,907 shares; 2025Q3: 141,724 shares; 2025Q4: 146,890 shares; 2026Q1: 144,007 shares 144,007 $4.04M 0.08% -2,883 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: 13,227 shares; 2024Q4: 13,531 shares; 2025Q1: 13,447 shares; 2025Q2: 13,239 shares; 2025Q3: 13,268 shares; 2025Q4: 13,876 shares; 2026Q1: 12,675 shares 12,675 $4.03M 0.08% -1,201 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: 33,906 shares; 2024Q4: 30,712 shares; 2025Q1: 20,656 shares; 2025Q2: 19,822 shares; 2025Q3: 17,020 shares; 2025Q4: 14,857 shares; 2026Q1: 16,347 shares 16,347 $3.97M 0.08% +1,490 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: 51,060 shares; 2024Q4: 53,270 shares; 2025Q1: 53,485 shares; 2025Q2: 47,023 shares; 2025Q3: 43,172 shares; 2025Q4: 42,935 shares; 2026Q1: 42,699 shares 42,699 $3.97M 0.08% -236 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,915 shares; 2024Q4: 101,514 shares; 2025Q1: 94,372 shares; 2025Q2: 87,528 shares; 2025Q3: 74,595 shares; 2025Q4: 40,618 shares; 2026Q1: 30,753 shares 30,753 $3.88M 0.08% -9,865 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: 9,901 shares; 2024Q4: 11,029 shares; 2025Q1: 10,995 shares; 2025Q2: 18,517 shares; 2025Q3: 18,485 shares; 2025Q4: 19,670 shares; 2026Q1: 23,523 shares 23,523 $3.87M 0.08% +3,853 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,020 shares; 2024Q4: 36,474 shares; 2025Q1: 36,124 shares; 2025Q2: 34,859 shares; 2025Q3: 35,873 shares; 2025Q4: 35,830 shares; 2026Q1: 35,272 shares 35,272 $3.87M 0.08% -558 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,058 shares; 2024Q4: 24,209 shares; 2025Q1: 24,629 shares; 2025Q2: 25,074 shares; 2025Q3: 24,531 shares; 2025Q4: 24,231 shares; 2026Q1: 23,890 shares 23,890 $3.86M 0.08% -341 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,704 shares; 2024Q4: 25,840 shares; 2025Q1: 25,640 shares; 2025Q2: 25,524 shares; 2025Q3: 25,524 shares; 2025Q4: 25,524 shares; 2026Q1: 25,524 shares 25,524 $3.78M 0.07% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 15,700 shares; 2025Q1: 15,573 shares; 2025Q2: 15,258 shares; 2025Q3: 15,258 shares; 2025Q4: 16,029 shares; 2026Q1: 15,956 shares 15,956 $3.77M 0.07% -73 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,173 shares; 2024Q4: 117,952 shares; 2025Q1: 114,109 shares; 2025Q2: 111,933 shares; 2025Q3: 101,151 shares; 2025Q4: 69,000 shares; 2026Q1: 49,519 shares 49,519 $3.73M 0.07% -19,481 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: 9,835 shares; 2024Q4: 10,763 shares; 2025Q1: 10,488 shares; 2025Q2: 9,513 shares; 2025Q3: 11,061 shares; 2025Q4: 11,348 shares; 2026Q1: 11,350 shares 11,350 $3.73M 0.07% +2 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: 55,977 shares; 2024Q4: 63,756 shares; 2025Q1: 63,412 shares; 2025Q2: 61,678 shares; 2025Q3: 62,253 shares; 2025Q4: 63,748 shares; 2026Q1: 74,459 shares 74,459 $3.63M 0.07% +10,711 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: 18,230 shares; 2024Q4: 20,902 shares; 2025Q1: 18,087 shares; 2025Q2: 21,291 shares; 2025Q3: 22,909 shares; 2025Q4: 26,731 shares; 2026Q1: 24,915 shares 24,915 $3.62M 0.07% -1,816 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,613 shares; 2024Q4: 25,613 shares; 2025Q1: 25,243 shares; 2025Q2: 25,243 shares; 2025Q3: 25,243 shares; 2025Q4: 25,243 shares; 2026Q1: 25,243 shares 25,243 $3.6M 0.07% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,297 shares; 2024Q4: 91,016 shares; 2025Q1: 90,851 shares; 2025Q2: 91,121 shares; 2025Q3: 91,212 shares; 2025Q4: 95,224 shares; 2026Q1: 94,316 shares 94,316 $3.51M 0.07% -908 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: 6,406 shares; 2024Q4: 6,482 shares; 2025Q1: 6,831 shares; 2025Q2: 6,672 shares; 2025Q3: 6,622 shares; 2025Q4: 5,254 shares; 2026Q1: 6,082 shares 6,082 $3.43M 0.07% +828 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 3,558 shares; 2025Q1: 3,532 shares; 2025Q2: 3,304 shares; 2025Q3: 3,552 shares; 2025Q4: 3,788 shares; 2026Q1: 3,883 shares 3,883 $3.29M 0.06% +95 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: 24,862 shares; 2024Q4: 25,852 shares; 2025Q1: 27,525 shares; 2025Q2: 19,847 shares; 2025Q3: 19,847 shares; 2025Q4: 15,074 shares; 2026Q1: 15,074 shares 15,074 $3.27M 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,750 shares; 2024Q4: 97,320 shares; 2025Q1: 84,885 shares; 2025Q2: 86,750 shares; 2025Q3: 77,662 shares; 2025Q4: 70,859 shares; 2026Q1: 73,250 shares 73,250 $3.23M 0.06% +2,391 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,072 shares; 2024Q4: 13,734 shares; 2025Q1: 13,321 shares; 2025Q2: 13,207 shares; 2025Q3: 12,157 shares; 2025Q4: 10,129 shares; 2026Q1: 9,384 shares 9,384 $3.21M 0.06% -745 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: 41,314 shares; 2024Q4: 46,347 shares; 2025Q1: 41,014 shares; 2025Q2: 41,517 shares; 2025Q3: 41,712 shares; 2025Q4: 40,054 shares; 2026Q1: 40,318 shares 40,318 $3.21M 0.06% +264 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: 37,636 shares; 2024Q4: 36,092 shares; 2025Q1: 36,026 shares; 2025Q2: 34,475 shares; 2025Q3: 34,640 shares; 2025Q4: 33,995 shares; 2026Q1: 34,069 shares 34,069 $3.2M 0.06% +74 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,105 shares; 2024Q4: 23,784 shares; 2025Q1: 23,095 shares; 2025Q2: 18,825 shares; 2025Q3: 18,824 shares; 2025Q4: 66,224 shares; 2026Q1: 67,697 shares 67,697 $3.18M 0.06% +1,473 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,338 shares; 2024Q4: 103,014 shares; 2025Q1: 103,014 shares; 2025Q2: 103,014 shares; 2025Q3: 103,014 shares; 2025Q4: 103,014 shares; 2026Q1: 103,014 shares 103,014 $3.16M 0.06% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,254 shares; 2024Q4: 11,652 shares; 2025Q1: 11,672 shares; 2025Q2: 11,645 shares; 2025Q3: 11,846 shares; 2025Q4: 11,846 shares; 2026Q1: 12,870 shares 12,870 $3.14M 0.06% +1,024 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: 28,825 shares; 2025Q3: 28,825 shares; 2025Q4: 28,825 shares; 2026Q1: 28,825 shares 28,825 $3.07M 0.06% 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: 9,442 shares; 2024Q4: 9,328 shares; 2025Q1: 9,225 shares; 2025Q2: 12,010 shares; 2025Q3: 12,018 shares; 2025Q4: 11,713 shares; 2026Q1: 11,528 shares 11,528 $3M 0.06% -185 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: 24,887 shares; 2024Q4: 24,887 shares; 2025Q1: 24,887 shares; 2025Q2: 24,196 shares; 2025Q3: 29,073 shares; 2025Q4: 28,871 shares; 2026Q1: 26,438 shares 26,438 $2.99M 0.06% -2,433 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,772 shares; 2024Q4: 70,283 shares; 2025Q1: 79,415 shares; 2025Q2: 77,075 shares; 2025Q3: 78,884 shares; 2025Q4: 27,560 shares; 2026Q1: 19,587 shares 19,587 $2.83M 0.06% -7,973 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,121 shares; 2025Q1: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 4,673 shares; 2025Q4: 4,553 shares; 2026Q1: 10,744 shares 10,744 $2.81M 0.06% +6,191 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: 47,060 shares; 2024Q4: 46,586 shares; 2025Q1: 45,478 shares; 2025Q2: 46,884 shares; 2025Q3: 46,177 shares; 2025Q4: 44,836 shares; 2026Q1: 46,150 shares 46,150 $2.8M 0.05% +1,314 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 10,077 shares; 2025Q1: 10,018 shares; 2025Q2: 10,018 shares; 2025Q3: 10,018 shares; 2025Q4: 10,018 shares; 2026Q1: 10,018 shares 10,018 $2.73M 0.05% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 13,180 shares; 2025Q1: 13,224 shares; 2025Q2: 13,372 shares; 2025Q3: 13,134 shares; 2025Q4: 13,420 shares; 2026Q1: 13,648 shares 13,648 $2.67M 0.05% +228 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: 7,713 shares; 2024Q4: 7,890 shares; 2025Q1: 7,911 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 9,099 shares; 2026Q1: 9,066 shares 9,066 $2.64M 0.05% -33 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 10,507 shares; 2025Q1: 783,648 shares; 2025Q2: 1,739,491 shares; 2025Q3: 34,510 shares; 2025Q4: 28,846 shares; 2026Q1: 26,069 shares 26,069 $2.62M 0.05% -2,777 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,550 shares; 2025Q1: 2,356 shares; 2025Q2: 7,098 shares; 2025Q3: 13,066 shares; 2025Q4: 12,962 shares; 2026Q1: 12,703 shares 12,703 $2.61M 0.05% -259 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 12,506 shares; 2025Q1: 9,362 shares; 2025Q2: 12,953 shares; 2025Q3: 16,437 shares; 2025Q4: 17,126 shares; 2026Q1: 16,235 shares 16,235 $2.6M 0.05% -891 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,602 shares; 2024Q4: 15,352 shares; 2025Q1: 15,352 shares; 2025Q2: 15,352 shares; 2025Q3: 15,352 shares; 2025Q4: 15,352 shares; 2026Q1: 15,352 shares 15,352 $2.59M 0.05% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,383 shares; 2025Q4: 30,465 shares; 2026Q1: 30,895 shares 30,895 $2.59M 0.05% +430 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: 13,002 shares; 2025Q1: 12,800 shares; 2025Q2: 12,749 shares; 2025Q3: 12,739 shares; 2025Q4: 13,047 shares; 2026Q1: 12,088 shares 12,088 $2.58M 0.05% -959 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: not reported; 2024Q4: not reported; 2025Q1: 2,321 shares; 2025Q2: 2,607 shares; 2025Q3: 2,468 shares; 2025Q4: 29,603 shares; 2026Q1: 29,794 shares 29,794 $2.58M 0.05% +191 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,028 shares; 2024Q4: 11,028 shares; 2025Q1: 24,808 shares; 2025Q2: 25,977 shares; 2025Q3: 26,425 shares; 2025Q4: 30,521 shares; 2026Q1: 27,598 shares 27,598 $2.56M 0.05% -2,923 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,751 shares; 2026Q1: 34,914 shares 34,914 $2.54M 0.05% +163 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: 48,275 shares; 2024Q4: 46,776 shares; 2025Q1: 20,838 shares; 2025Q2: 16,443 shares; 2025Q3: 15,538 shares; 2025Q4: 11,006 shares; 2026Q1: 11,198 shares 11,198 $2.53M 0.05% +192 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,932 shares; 2025Q3: 30,932 shares; 2025Q4: 42,634 shares; 2026Q1: 53,698 shares 53,698 $2.51M 0.05% +11,064 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 19,463 shares; 2026Q1: 19,401 shares 19,401 $2.39M 0.05% -62 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,813 shares; 2025Q1: 2,374 shares; 2025Q2: 2,367 shares; 2025Q3: 2,345 shares; 2025Q4: 2,403 shares; 2026Q1: 2,440 shares 2,440 $2.35M 0.05% +37 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 4,142 shares; 2025Q3: 7,212 shares; 2025Q4: 29,102 shares; 2026Q1: 28,679 shares 28,679 $2.34M 0.05% -423 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,173 shares; 2024Q4: 47,762 shares; 2025Q1: 43,870 shares; 2025Q2: 43,089 shares; 2025Q3: 42,584 shares; 2025Q4: 39,471 shares; 2026Q1: 37,282 shares 37,282 $2.29M 0.04% -2,189 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: 11,936 shares; 2024Q4: 11,936 shares; 2025Q1: 11,936 shares; 2025Q2: 10,941 shares; 2025Q3: 11,170 shares; 2025Q4: 11,429 shares; 2026Q1: 11,599 shares 11,599 $2.28M 0.04% +170 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: 12,427 shares; 2024Q4: 13,444 shares; 2025Q1: 13,094 shares; 2025Q2: 12,280 shares; 2025Q3: 12,205 shares; 2025Q4: 12,137 shares; 2026Q1: 11,348 shares 11,348 $2.25M 0.04% -789 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: 26,800 shares; 2024Q4: 24,120 shares; 2025Q1: 24,120 shares; 2025Q2: 24,120 shares; 2025Q3: 24,120 shares; 2025Q4: 48,240 shares; 2026Q1: 48,240 shares 48,240 $2.21M 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 428,294 shares; 2025Q1: 414,627 shares; 2025Q2: 392,534 shares; 2025Q3: 18,114 shares; 2025Q4: 8,107 shares; 2026Q1: 7,687 shares 7,687 $2.21M 0.04% -420 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: 5,853 shares; 2024Q4: 5,843 shares; 2025Q1: 5,826 shares; 2025Q2: 7,235 shares; 2025Q3: 7,298 shares; 2025Q4: 7,472 shares; 2026Q1: 7,489 shares 7,489 $2.18M 0.04% +17 Timeline USHY 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: 47,369 shares; 2026Q1: 56,926 shares 56,926 $2.1M 0.04% +9,557 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 7,986 shares; 2025Q1: 7,986 shares; 2025Q2: 9,882 shares; 2025Q3: 8,947 shares; 2025Q4: 9,191 shares; 2026Q1: 18,487 shares 18,487 $2.1M 0.04% +9,296 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 115 shares; 2026Q1: 361 shares 361 $2.04M 0.04% +246 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,827 shares; 2026Q1: 17,627 shares 17,627 $2.03M 0.04% -200 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: not reported; 2025Q4: 9,374 shares; 2026Q1: 24,232 shares 24,232 $2M 0.04% +14,858 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,197 shares; 2025Q1: 2,130 shares; 2025Q2: 1,828 shares; 2025Q3: 1,764 shares; 2025Q4: 1,629 shares; 2026Q1: 1,584 shares 1,584 $2M 0.04% -45 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,361 shares; 2025Q1: 2,350 shares; 2025Q2: 2,343 shares; 2025Q3: 2,310 shares; 2025Q4: 2,307 shares; 2026Q1: 2,303 shares 2,303 $1.99M 0.04% -4 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: 10,705 shares; 2024Q4: 11,802 shares; 2025Q1: 11,058 shares; 2025Q2: 9,420 shares; 2025Q3: 9,316 shares; 2025Q4: 9,978 shares; 2026Q1: 10,205 shares 10,205 $1.98M 0.04% +227 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: 43,202 shares; 2024Q4: 46,944 shares; 2025Q1: 50,987 shares; 2025Q2: 12,307 shares; 2025Q3: 9,113 shares; 2025Q4: 7,204 shares; 2026Q1: 7,307 shares 7,307 $1.98M 0.04% +103 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 17,663 shares; 2025Q4: 17,815 shares; 2026Q1: 19,091 shares 19,091 $1.93M 0.04% +1,276 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,612 shares; 2026Q1: 26,612 shares 26,612 $1.93M 0.04% 0 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: 8,657 shares; 2024Q4: 9,007 shares; 2025Q1: 8,991 shares; 2025Q2: 9,782 shares; 2025Q3: 9,534 shares; 2025Q4: 23,906 shares; 2026Q1: 22,652 shares 22,652 $1.93M 0.04% -1,254 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,824 shares; 2024Q4: 6,923 shares; 2025Q1: 6,926 shares; 2025Q2: 6,846 shares; 2025Q3: 7,071 shares; 2025Q4: 7,030 shares; 2026Q1: 7,233 shares 7,233 $1.93M 0.04% +203 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: 8,334 shares; 2024Q4: 9,831 shares; 2025Q1: 8,500 shares; 2025Q2: 8,127 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares; 2026Q1: 9,254 shares 9,254 $1.93M 0.04% +1,277 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: 437,575 shares; 2024Q4: 441,255 shares; 2025Q1: 454,381 shares; 2025Q2: 61,644 shares; 2025Q3: 43,627 shares; 2025Q4: 15,861 shares; 2026Q1: 15,504 shares 15,504 $1.93M 0.04% -357 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,499 shares; 2024Q4: 19,499 shares; 2025Q1: 19,499 shares; 2025Q2: 19,499 shares; 2025Q3: 19,499 shares; 2025Q4: 19,499 shares; 2026Q1: 19,499 shares 19,499 $1.92M 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,868 shares; 2024Q4: 5,176 shares; 2025Q1: 5,378 shares; 2025Q2: 3,028 shares; 2025Q3: 2,744 shares; 2025Q4: 19,320 shares; 2026Q1: 19,564 shares 19,564 $1.92M 0.04% +244 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: 1,772 shares; 2024Q4: 1,893 shares; 2025Q1: 1,836 shares; 2025Q2: 1,826 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,137 shares 2,137 $1.91M 0.04% +61 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,835 shares; 2025Q4: 18,836 shares; 2026Q1: 23,960 shares 23,960 $1.9M 0.04% +5,124 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,733 shares; 2025Q1: 2,783 shares; 2025Q2: 2,587 shares; 2025Q3: 2,718 shares; 2025Q4: 3,693 shares; 2026Q1: 5,599 shares 5,599 $1.89M 0.04% +1,906 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,878 shares; 2024Q4: 12,831 shares; 2025Q1: 10,871 shares; 2025Q2: 10,682 shares; 2025Q3: 12,209 shares; 2025Q4: 36,242 shares; 2026Q1: 36,698 shares 36,698 $1.89M 0.04% +456 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: 10,323 shares; 2024Q4: 10,323 shares; 2025Q1: 11,311 shares; 2025Q2: 12,235 shares; 2025Q3: 12,223 shares; 2025Q4: 12,707 shares; 2026Q1: 13,438 shares 13,438 $1.86M 0.04% +731 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: 8,639 shares; 2024Q4: 8,846 shares; 2025Q1: 8,820 shares; 2025Q2: 10,665 shares; 2025Q3: 8,972 shares; 2025Q4: 8,972 shares; 2026Q1: 8,735 shares 8,735 $1.82M 0.04% -237 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: 151 shares; 2025Q3: not reported; 2025Q4: 9,875 shares; 2026Q1: 25,267 shares 25,267 $1.81M 0.04% +15,392 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,466 shares; 2025Q1: 4,485 shares; 2025Q2: 4,302 shares; 2025Q3: 3,991 shares; 2025Q4: 3,976 shares; 2026Q1: 3,937 shares 3,937 $1.76M 0.03% -39 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: 3,670 shares; 2024Q4: 3,975 shares; 2025Q1: 3,732 shares; 2025Q2: 3,782 shares; 2025Q3: 4,813 shares; 2025Q4: 4,872 shares; 2026Q1: 4,859 shares 4,859 $1.74M 0.03% -13 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 1,051 shares; 2025Q1: 1,052 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,133 shares 1,133 $1.67M 0.03% +85 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: 23,320 shares; 2024Q4: 22,391 shares; 2025Q1: 22,326 shares; 2025Q2: 19,636 shares; 2025Q3: 20,368 shares; 2025Q4: 9,284 shares; 2026Q1: 7,980 shares 7,980 $1.65M 0.03% -1,304 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,448 shares; 2024Q4: 93,658 shares; 2025Q1: 93,333 shares; 2025Q2: 91,719 shares; 2025Q3: 85,792 shares; 2025Q4: 75,809 shares; 2026Q1: 45,817 shares 45,817 $1.63M 0.03% -29,992 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,078 shares; 2025Q1: 10,366 shares; 2025Q2: 10,393 shares; 2025Q3: 11,288 shares; 2025Q4: 35,442 shares; 2026Q1: 35,482 shares 35,482 $1.63M 0.03% +40 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,788 shares; 2024Q4: 21,918 shares; 2025Q1: 12,507 shares; 2025Q2: 12,507 shares; 2025Q3: 12,527 shares; 2025Q4: 12,471 shares; 2026Q1: 12,471 shares 12,471 $1.59M 0.03% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,948 shares; 2024Q4: 61,948 shares; 2025Q1: 61,948 shares; 2025Q2: 61,948 shares; 2025Q3: 61,948 shares; 2025Q4: 61,948 shares; 2026Q1: 61,948 shares 61,948 $1.59M 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 14,222 shares; 2025Q1: 19,394 shares; 2025Q2: 18,494 shares; 2025Q3: 18,712 shares; 2025Q4: 18,242 shares; 2026Q1: 16,170 shares 16,170 $1.57M 0.03% -2,072 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,552 shares; 2025Q4: 11,347 shares; 2026Q1: 11,261 shares 11,261 $1.57M 0.03% -86 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,522 shares; 2024Q4: 28,177 shares; 2025Q1: 27,146 shares; 2025Q2: 28,936 shares; 2025Q3: 28,936 shares; 2025Q4: 26,957 shares; 2026Q1: 27,594 shares 27,594 $1.52M 0.03% +637 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,362 shares; 2025Q1: 1,143 shares; 2025Q2: 1,095 shares; 2025Q3: 1,061 shares; 2025Q4: 1,080 shares; 2026Q1: 1,148 shares 1,148 $1.52M 0.03% +68 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: 3,042 shares; 2024Q4: 2,566 shares; 2025Q1: 2,092 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares 2,155 $1.5M 0.03% 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: 6,422 shares; 2024Q4: 8,824 shares; 2025Q1: 8,913 shares; 2025Q2: 8,365 shares; 2025Q3: 7,653 shares; 2025Q4: 6,837 shares; 2026Q1: 6,033 shares 6,033 $1.5M 0.03% -804 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: 8,087 shares; 2024Q4: 8,087 shares; 2025Q1: 8,787 shares; 2025Q2: 8,787 shares; 2025Q3: 8,787 shares; 2025Q4: 8,787 shares; 2026Q1: 8,087 shares 8,087 $1.49M 0.03% -700 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: 29,589 shares; 2024Q4: 6,825 shares; 2025Q1: 11,091 shares; 2025Q2: 11,091 shares; 2025Q3: 13,346 shares; 2025Q4: 12,398 shares; 2026Q1: 27,399 shares 27,399 $1.48M 0.03% +15,001 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: 19,368 shares; 2024Q4: 14,836 shares; 2025Q1: 14,836 shares; 2025Q2: 15,703 shares; 2025Q3: 20,518 shares; 2025Q4: 16,311 shares; 2026Q1: 16,519 shares 16,519 $1.47M 0.03% +208 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 3,783 shares; 2025Q1: 3,783 shares; 2025Q2: 3,783 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,883 shares 4,883 $1.46M 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: 3,998 shares; 2025Q1: 3,898 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,810 shares; 2026Q1: 3,632 shares 3,632 $1.42M 0.03% -178 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: 2,052 shares; 2024Q4: 2,091 shares; 2025Q1: 2,379 shares; 2025Q2: 2,377 shares; 2025Q3: 2,381 shares; 2025Q4: 2,412 shares; 2026Q1: 2,446 shares 2,446 $1.37M 0.03% +34 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,172 shares; 2024Q4: 9,507 shares; 2025Q1: 9,164 shares; 2025Q2: 8,143 shares; 2025Q3: 8,050 shares; 2025Q4: 6,727 shares; 2026Q1: 6,741 shares 6,741 $1.34M 0.03% +14 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: 1,465 shares; 2024Q4: 2,370 shares; 2025Q1: 2,268 shares; 2025Q2: 2,147 shares; 2025Q3: 2,093 shares; 2025Q4: 2,688 shares; 2026Q1: 2,904 shares 2,904 $1.34M 0.03% +216 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,198 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,598 shares 3,598 $1.32M 0.03% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares; 2026Q1: 4,511 shares 4,511 $1.31M 0.03% -3 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,947 shares; 2025Q1: 4,950 shares; 2025Q2: 4,888 shares; 2025Q3: 4,500 shares; 2025Q4: 18,285 shares; 2026Q1: 18,125 shares 18,125 $1.29M 0.03% -160 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 4,905 shares; 2025Q1: 4,594 shares; 2025Q2: 4,957 shares; 2025Q3: 4,571 shares; 2025Q4: 9,392 shares; 2026Q1: 9,706 shares 9,706 $1.29M 0.03% +314 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: 3,416 shares; 2024Q4: 4,327 shares; 2025Q1: 4,430 shares; 2025Q2: 3,094 shares; 2025Q3: 4,755 shares; 2025Q4: 6,000 shares; 2026Q1: 6,266 shares 6,266 $1.27M 0.02% +266 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 13,956 shares; 2025Q1: 13,956 shares; 2025Q2: 13,961 shares; 2025Q3: 13,961 shares; 2025Q4: 13,961 shares; 2026Q1: 13,761 shares 13,761 $1.27M 0.02% -200 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,792 shares; 2024Q4: 17,792 shares; 2025Q1: 17,792 shares; 2025Q2: 17,792 shares; 2025Q3: 15,420 shares; 2025Q4: 15,420 shares; 2026Q1: 15,420 shares 15,420 $1.26M 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,754 shares; 2024Q4: 3,752 shares; 2025Q1: 3,752 shares; 2025Q2: 3,752 shares; 2025Q3: 3,606 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares 3,512 $1.25M 0.02% 0 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: 29,032 shares; 2024Q4: 29,052 shares; 2025Q1: 28,745 shares; 2025Q2: 28,637 shares; 2025Q3: 28,632 shares; 2025Q4: 22,237 shares; 2026Q1: 17,179 shares 17,179 $1.24M 0.02% -5,058 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 2,487 shares; 2025Q1: 2,184 shares; 2025Q2: 2,366 shares; 2025Q3: 2,289 shares; 2025Q4: 2,057 shares; 2026Q1: 2,013 shares 2,013 $1.24M 0.02% -44 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,986 shares; 2025Q3: 5,926 shares; 2025Q4: 5,786 shares; 2026Q1: 5,786 shares 5,786 $1.24M 0.02% 0 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: 2,908 shares; 2024Q4: 2,277 shares; 2025Q1: 2,268 shares; 2025Q2: 7,781 shares; 2025Q3: 7,929 shares; 2025Q4: 6,508 shares; 2026Q1: 6,692 shares 6,692 $1.22M 0.02% +184 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: 8,729 shares; 2024Q4: 8,842 shares; 2025Q1: 8,905 shares; 2025Q2: 8,904 shares; 2025Q3: 8,880 shares; 2025Q4: 7,860 shares; 2026Q1: 7,710 shares 7,710 $1.2M 0.02% -150 Timeline VAW 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: 5,957 shares; 2024Q4: 5,447 shares; 2025Q1: 5,297 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,297 shares; 2026Q1: 5,297 shares 5,297 $1.19M 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,851 shares; 2024Q4: 37,179 shares; 2025Q1: 38,243 shares; 2025Q2: 35,577 shares; 2025Q3: 33,169 shares; 2025Q4: 26,112 shares; 2026Q1: 40,052 shares 40,052 $1.15M 0.02% +13,940 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: 4,149 shares; 2024Q4: 5,342 shares; 2025Q1: 5,414 shares; 2025Q2: 5,707 shares; 2025Q3: 6,504 shares; 2025Q4: 6,767 shares; 2026Q1: 6,139 shares 6,139 $1.15M 0.02% -628 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: 738 shares; 2024Q4: 793 shares; 2025Q1: 809 shares; 2025Q2: 12,195 shares; 2025Q3: 12,285 shares; 2025Q4: 12,285 shares; 2026Q1: 12,390 shares 12,390 $1.14M 0.02% +105 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: 5,321 shares; 2024Q4: 6,543 shares; 2025Q1: 5,872 shares; 2025Q2: 5,748 shares; 2025Q3: 5,736 shares; 2025Q4: 9,125 shares; 2026Q1: 9,033 shares 9,033 $1.14M 0.02% -92 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: 13,789 shares; 2024Q4: 16,842 shares; 2025Q1: 15,089 shares; 2025Q2: 14,579 shares; 2025Q3: 12,515 shares; 2025Q4: 12,125 shares; 2026Q1: 9,900 shares 9,900 $1.14M 0.02% -2,225 Timeline VCEB 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: 7,181 shares; 2026Q1: 18,075 shares 18,075 $1.14M 0.02% +10,894 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 3,961 shares; 2025Q3: 3,961 shares; 2025Q4: 3,961 shares; 2026Q1: 3,819 shares 3,819 $1.14M 0.02% -142 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,611 shares; 2024Q4: 13,220 shares; 2025Q1: 13,036 shares; 2025Q2: 12,381 shares; 2025Q3: 12,376 shares; 2025Q4: 12,543 shares; 2026Q1: 12,466 shares 12,466 $1.13M 0.02% -77 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: 2,422 shares; 2024Q4: 2,580 shares; 2025Q1: 2,430 shares; 2025Q2: 2,318 shares; 2025Q3: 2,350 shares; 2025Q4: 2,505 shares; 2026Q1: 2,562 shares 2,562 $1.11M 0.02% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,505 shares; 2025Q3: 23,777 shares; 2025Q4: 23,777 shares; 2026Q1: 23,777 shares 23,777 $1.1M 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,220 shares; 2024Q4: 6,451 shares; 2025Q1: 6,494 shares; 2025Q2: 5,123 shares; 2025Q3: 5,123 shares; 2025Q4: 5,477 shares; 2026Q1: 6,472 shares 6,472 $1.09M 0.02% +995 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,466 shares; 2024Q4: 28,091 shares; 2025Q1: 14,640 shares; 2025Q2: 7,604 shares; 2025Q3: 6,134 shares; 2025Q4: 6,666 shares; 2026Q1: 6,250 shares 6,250 $1.08M 0.02% -416 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,533 shares; 2024Q4: 25,024 shares; 2025Q1: 21,409 shares; 2025Q2: 21,117 shares; 2025Q3: 19,995 shares; 2025Q4: 20,075 shares; 2026Q1: 21,426 shares 21,426 $1.08M 0.02% +1,351 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,755 shares; 2024Q4: 18,661 shares; 2025Q1: 14,430 shares; 2025Q2: 14,341 shares; 2025Q3: 14,341 shares; 2025Q4: 16,742 shares; 2026Q1: 18,548 shares 18,548 $1.04M 0.02% +1,806 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: 276 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 290 shares; 2025Q3: 291 shares; 2025Q4: 304 shares; 2026Q1: 309 shares 309 $1.04M 0.02% +5 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,187 shares; 2024Q4: 25,812 shares; 2025Q1: 28,047 shares; 2025Q2: 36,356 shares; 2025Q3: 37,785 shares; 2025Q4: 33,534 shares; 2026Q1: 35,526 shares 35,526 $1.03M 0.02% +1,992 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 19,527 shares; 2026Q1: 19,527 shares 19,527 $1.02M 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,575 shares; 2025Q1: 2,915 shares; 2025Q2: 2,868 shares; 2025Q3: 2,922 shares; 2025Q4: 3,033 shares; 2026Q1: 3,104 shares 3,104 $1.02M 0.02% +71 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,760 shares; 2025Q1: 7,760 shares; 2025Q2: 10,143 shares; 2025Q3: 10,060 shares; 2025Q4: 7,760 shares; 2026Q1: 7,760 shares 7,760 $994K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,344 shares; 2025Q1: 2,369 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,761 shares; 2026Q1: 2,766 shares 2,766 $993K 0.02% +5 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 751 shares; 2025Q3: 740 shares; 2025Q4: 2,085 shares; 2026Q1: 2,090 shares 2,090 $992K 0.02% +5 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 46,863 shares; 2025Q1: 181,059 shares; 2025Q2: 213,786 shares; 2025Q3: 120,569 shares; 2025Q4: 36,221 shares; 2026Q1: 26,725 shares 26,725 $982K 0.02% -9,496 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,264 shares; 2026Q1: 17,154 shares 17,154 $977K 0.02% -110 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: 5,537 shares; 2024Q4: 6,957 shares; 2025Q1: 4,021 shares; 2025Q2: 3,999 shares; 2025Q3: 3,999 shares; 2025Q4: 3,999 shares; 2026Q1: 4,192 shares 4,192 $963K 0.02% +193 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: 17,185 shares; 2024Q4: 18,272 shares; 2025Q1: 15,349 shares; 2025Q2: 14,694 shares; 2025Q3: 20,417 shares; 2025Q4: 12,576 shares; 2026Q1: 7,452 shares 7,452 $960K 0.02% -5,124 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,759 shares; 2024Q4: 7,236 shares; 2025Q1: 7,088 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,052 shares; 2026Q1: 7,050 shares 7,050 $959K 0.02% -2 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,056 shares; 2024Q4: 22,056 shares; 2025Q1: 22,056 shares; 2025Q2: 22,056 shares; 2025Q3: 22,056 shares; 2025Q4: 22,056 shares; 2026Q1: 22,056 shares 22,056 $937K 0.02% 0 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: 32,144 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 12,255 shares; 2025Q4: 12,255 shares; 2026Q1: 11,255 shares 11,255 $928K 0.02% -1,000 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: 4,687 shares 4,687 $923K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,857 shares; 2025Q1: 1,821 shares; 2025Q2: 1,490 shares; 2025Q3: 1,492 shares; 2025Q4: 1,327 shares; 2026Q1: 1,335 shares 1,335 $911K 0.02% +8 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $898K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 7,500 shares; 2025Q1: 8,127 shares; 2025Q2: 8,127 shares; 2025Q3: 8,190 shares; 2025Q4: 10,014 shares; 2026Q1: 9,542 shares 9,542 $887K 0.02% -472 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,627 shares; 2024Q4: 64,962 shares; 2025Q1: 45,010 shares; 2025Q2: 33,141 shares; 2025Q3: 21,021 shares; 2025Q4: 17,531 shares; 2026Q1: 9,541 shares 9,541 $874K 0.02% -7,990 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,382 shares; 2026Q1: 4,382 shares 4,382 $868K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,673 shares; 2025Q1: 2,346 shares; 2025Q2: 2,343 shares; 2025Q3: 2,337 shares; 2025Q4: 2,337 shares; 2026Q1: 2,486 shares 2,486 $858K 0.02% +149 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: 5,766 shares; 2024Q4: 6,002 shares; 2025Q1: 5,979 shares; 2025Q2: 6,020 shares; 2025Q3: 6,020 shares; 2025Q4: 6,566 shares; 2026Q1: 5,631 shares 5,631 $847K 0.02% -935 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: 158,109 shares; 2024Q4: 172,655 shares; 2025Q1: 185,015 shares; 2025Q2: 210,788 shares; 2025Q3: 199,771 shares; 2025Q4: 37,803 shares; 2026Q1: 15,105 shares 15,105 $843K 0.02% -22,698 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 6,255 shares; 2025Q1: 5,825 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares; 2025Q4: 5,490 shares; 2026Q1: 5,490 shares 5,490 $831K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,943 shares; 2024Q4: 7,668 shares; 2025Q1: 7,617 shares; 2025Q2: 6,315 shares; 2025Q3: 7,239 shares; 2025Q4: 6,261 shares; 2026Q1: 6,243 shares 6,243 $825K 0.02% -18 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 11,777 shares; 2025Q1: 11,777 shares; 2025Q2: 21,285 shares; 2025Q3: 25,946 shares; 2025Q4: 25,946 shares; 2026Q1: 25,946 shares 25,946 $822K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,991 shares; 2025Q1: 1,996 shares; 2025Q2: 1,990 shares; 2025Q3: 2,029 shares; 2025Q4: 2,029 shares; 2026Q1: 1,858 shares 1,858 $811K 0.02% -171 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,776 shares; 2025Q2: 18,878 shares; 2025Q3: 19,174 shares; 2025Q4: 19,991 shares; 2026Q1: 20,652 shares 20,652 $793K 0.02% +661 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,021 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $786K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,079 shares; 2025Q1: 2,139 shares; 2025Q2: 2,132 shares; 2025Q3: 2,092 shares; 2025Q4: 3,767 shares; 2026Q1: 3,770 shares 3,770 $784K 0.02% +3 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: 19,840 shares; 2024Q4: 21,257 shares; 2025Q1: 20,333 shares; 2025Q2: 19,970 shares; 2025Q3: 18,279 shares; 2025Q4: 18,279 shares; 2026Q1: 18,802 shares 18,802 $772K 0.02% +523 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: 2,823 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,979 shares; 2025Q3: 2,854 shares; 2025Q4: 2,744 shares; 2026Q1: 2,676 shares 2,676 $768K 0.02% -68 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: 2,557 shares; 2024Q4: 2,589 shares; 2025Q1: 2,615 shares; 2025Q2: 2,307 shares; 2025Q3: 2,328 shares; 2025Q4: 2,292 shares; 2026Q1: 2,135 shares 2,135 $755K 0.01% -157 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: 3,697 shares; 2024Q4: 8,214 shares; 2025Q1: 4,283 shares; 2025Q2: 5,029 shares; 2025Q3: 5,130 shares; 2025Q4: 4,923 shares; 2026Q1: 4,554 shares 4,554 $753K 0.01% -369 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,349 shares; 2025Q3: 6,739 shares; 2025Q4: 6,346 shares; 2026Q1: 6,346 shares 6,346 $733K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,520 shares; 2024Q4: 12,389 shares; 2025Q1: 8,393 shares; 2025Q2: 9,262 shares; 2025Q3: 9,546 shares; 2025Q4: 9,538 shares; 2026Q1: 11,033 shares 11,033 $728K 0.01% +1,495 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 15,302 shares; 2025Q1: 14,689 shares; 2025Q2: 14,655 shares; 2025Q3: 14,657 shares; 2025Q4: 13,691 shares; 2026Q1: 9,586 shares 9,586 $725K 0.01% -4,105 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: 2,900 shares; 2024Q4: 3,150 shares; 2025Q1: 3,149 shares; 2025Q2: 3,147 shares; 2025Q3: 3,147 shares; 2025Q4: 3,147 shares; 2026Q1: 3,295 shares 3,295 $722K 0.01% +148 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 8,344 shares; 2025Q1: 8,190 shares; 2025Q2: 5,750 shares; 2025Q3: 5,778 shares; 2025Q4: 5,469 shares; 2026Q1: 5,106 shares 5,106 $695K 0.01% -363 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: 1,374 shares; 2024Q4: 2,557 shares; 2025Q1: 1,991 shares; 2025Q2: 2,421 shares; 2025Q3: 2,433 shares; 2025Q4: 2,387 shares; 2026Q1: 2,484 shares 2,484 $694K 0.01% +97 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: not reported; 2026Q1: 2,799 shares 2,799 $692K 0.01% 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: 1,139 shares; 2024Q4: 1,268 shares; 2025Q1: 1,263 shares; 2025Q2: 1,442 shares; 2025Q3: 1,143 shares; 2025Q4: 1,117 shares; 2026Q1: 1,144 shares 1,144 $691K 0.01% +27 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,229 shares; 2024Q4: 21,231 shares; 2025Q1: 21,466 shares; 2025Q2: 21,266 shares; 2025Q3: 22,416 shares; 2025Q4: 21,642 shares; 2026Q1: 21,495 shares 21,495 $688K 0.01% -147 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,607 shares; 2025Q1: 2,698 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 3,307 shares; 2026Q1: 2,859 shares 2,859 $684K 0.01% -448 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: 1,926 shares; 2024Q4: 1,918 shares; 2025Q1: 2,078 shares; 2025Q2: 2,254 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 1,925 shares 1,925 $661K 0.01% -206 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,005 shares; 2026Q1: 7,005 shares 7,005 $659K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 5,142 shares; 2025Q1: 5,142 shares; 2025Q2: 5,142 shares; 2025Q3: 5,142 shares; 2025Q4: 4,706 shares; 2026Q1: 4,706 shares 4,706 $655K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 1,022 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,104 shares; 2025Q4: 10,354 shares; 2026Q1: 3,838 shares 3,838 $655K 0.01% -6,516 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: 719 shares; 2024Q4: 827 shares; 2025Q1: 864 shares; 2025Q2: 702 shares; 2025Q3: 1,176 shares; 2025Q4: 5,840 shares; 2026Q1: 6,215 shares 6,215 $650K 0.01% +375 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,004 shares; 2026Q1: 26,140 shares 26,140 $639K 0.01% +2,136 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,905 shares; 2024Q4: 14,235 shares; 2025Q1: 14,262 shares; 2025Q2: 10,629 shares; 2025Q3: 10,753 shares; 2025Q4: 10,556 shares; 2026Q1: 10,844 shares 10,844 $637K 0.01% +288 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 10,336 shares; 2025Q1: 7,055 shares; 2025Q2: 6,737 shares; 2025Q3: 21,677 shares; 2025Q4: 7,135 shares; 2026Q1: 6,374 shares 6,374 $633K 0.01% -761 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,833 shares; 2025Q1: 4,613 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,610 shares; 2026Q1: 5,087 shares 5,087 $625K 0.01% +477 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,991 shares; 2024Q4: 14,722 shares; 2025Q1: 15,623 shares; 2025Q2: 17,025 shares; 2025Q3: 10,829 shares; 2025Q4: 9,668 shares; 2026Q1: 8,676 shares 8,676 $623K 0.01% -992 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,067 shares 2,067 $613K 0.01% -237 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,824 shares; 2025Q1: 1,780 shares; 2025Q2: 1,766 shares; 2025Q3: 1,812 shares; 2025Q4: 6,016 shares; 2026Q1: 5,854 shares 5,854 $607K 0.01% -162 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,138 shares; 2025Q1: 5,095 shares; 2025Q2: 4,696 shares; 2025Q3: 4,418 shares; 2025Q4: 4,185 shares; 2026Q1: 4,004 shares 4,004 $601K 0.01% -181 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: 1,685 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 1,681 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: 1,399 shares 1,399 $583K 0.01% +210 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: 5,443 shares; 2024Q4: 3,992 shares; 2025Q1: 3,977 shares; 2025Q2: 3,859 shares; 2025Q3: 3,859 shares; 2025Q4: 3,875 shares; 2026Q1: 3,699 shares 3,699 $582K 0.01% -176 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: 5,177 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $574K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 5,937 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $573K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $570K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,789 shares; 2024Q4: 79,972 shares; 2025Q1: 47,916 shares; 2025Q2: 23,898 shares; 2025Q3: 17,925 shares; 2025Q4: 12,498 shares; 2026Q1: 10,781 shares 10,781 $569K 0.01% -1,717 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: 9,369 shares; 2024Q4: 9,722 shares; 2025Q1: 9,808 shares; 2025Q2: 3,570 shares; 2025Q3: 3,556 shares; 2025Q4: 3,639 shares; 2026Q1: 3,959 shares 3,959 $552K 0.01% +320 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,617 shares; 2024Q4: 23,615 shares; 2025Q1: 23,805 shares; 2025Q2: 23,805 shares; 2025Q3: 23,615 shares; 2025Q4: 23,615 shares; 2026Q1: 23,615 shares 23,615 $545K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 478 shares; 2025Q1: 476 shares; 2025Q2: 471 shares; 2025Q3: 460 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $540K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 6,233 shares; 2025Q1: 6,368 shares; 2025Q2: 9,118 shares; 2025Q3: 7,768 shares; 2025Q4: 7,228 shares; 2026Q1: 7,246 shares 7,246 $527K 0.01% +18 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: 7,483 shares; 2024Q4: 11,336 shares; 2025Q1: 7,954 shares; 2025Q2: 7,302 shares; 2025Q3: 9,794 shares; 2025Q4: 9,294 shares; 2026Q1: 9,058 shares 9,058 $522K 0.01% -236 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,739 shares; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 5,739 shares; 2025Q4: 5,739 shares; 2026Q1: 5,739 shares 5,739 $516K 0.01% 0 Timeline FDN 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: 2,470 shares; 2024Q4: 2,470 shares; 2025Q1: 2,215 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares 2,190 $513K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $510K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 2,396 shares; 2025Q1: 2,339 shares; 2025Q2: 2,326 shares; 2025Q3: 2,332 shares; 2025Q4: 2,336 shares; 2026Q1: 2,330 shares 2,330 $505K 0.01% -6 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: 12,110 shares; 2024Q4: 11,810 shares; 2025Q1: 14,260 shares; 2025Q2: 14,260 shares; 2025Q3: 13,985 shares; 2025Q4: 12,267 shares; 2026Q1: 9,817 shares 9,817 $485K 0.01% -2,450 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,832 shares; 2025Q1: 5,832 shares; 2025Q2: 5,832 shares; 2025Q3: 5,832 shares; 2025Q4: 4,782 shares; 2026Q1: 4,438 shares 4,438 $484K 0.01% -344 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: 3,262 shares; 2024Q4: 3,536 shares; 2025Q1: 3,492 shares; 2025Q2: 5,748 shares; 2025Q3: 9,348 shares; 2025Q4: 10,516 shares; 2026Q1: 10,255 shares 10,255 $476K 0.01% -261 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: 2,493 shares; 2025Q3: 3,003 shares; 2025Q4: 3,252 shares; 2026Q1: 3,249 shares 3,249 $475K 0.01% -3 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,447 shares; 2025Q1: 1,567 shares; 2025Q2: 1,565 shares; 2025Q3: 1,609 shares; 2025Q4: 2,099 shares; 2026Q1: 2,210 shares 2,210 $464K 0.01% +111 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 957 shares; 2025Q4: 1,303 shares; 2026Q1: 1,283 shares 1,283 $461K 0.01% -20 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,931 shares; 2025Q1: 6,174 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 5,488 shares; 2026Q1: 5,580 shares 5,580 $460K 0.01% +92 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $460K 0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,494 shares; 2025Q1: 5,494 shares; 2025Q2: 5,494 shares; 2025Q3: 5,494 shares; 2025Q4: 5,494 shares; 2026Q1: 5,494 shares 5,494 $459K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,416 shares; 2026Q1: 3,342 shares 3,342 $459K 0.01% -74 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,345 shares; 2025Q1: 5,471 shares; 2025Q2: 6,300 shares; 2025Q3: 6,325 shares; 2025Q4: 6,333 shares; 2026Q1: 6,333 shares 6,333 $450K 0.01% 0 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: 1,474 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares; 2026Q1: 1,474 shares 1,474 $446K 0.01% -750 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,112 shares; 2025Q1: 1,451 shares; 2025Q2: 1,425 shares; 2025Q3: 1,208 shares; 2025Q4: 1,338 shares; 2026Q1: 1,363 shares 1,363 $437K 0.01% +25 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,155 shares; 2025Q1: 1,125 shares; 2025Q2: 1,153 shares; 2025Q3: 1,226 shares; 2025Q4: 1,287 shares; 2026Q1: 1,328 shares 1,328 $436K 0.01% +41 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 7,558 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $436K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,460 shares; 2024Q4: 9,516 shares; 2025Q1: 9,451 shares; 2025Q2: 9,405 shares; 2025Q3: 9,329 shares; 2025Q4: 9,224 shares; 2026Q1: 8,920 shares 8,920 $435K 0.01% -304 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: 1,311 shares; 2024Q4: 1,418 shares; 2025Q1: 1,374 shares; 2025Q2: 1,379 shares; 2025Q3: 1,414 shares; 2025Q4: 1,388 shares; 2026Q1: 1,450 shares 1,450 $428K 0.01% +62 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,577 shares; 2025Q1: 4,474 shares; 2025Q2: 3,267 shares; 2025Q3: 3,381 shares; 2025Q4: 3,555 shares; 2026Q1: 3,593 shares 3,593 $426K 0.01% +38 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,368 shares; 2025Q2: 9,421 shares; 2025Q3: 9,421 shares; 2025Q4: 22,711 shares; 2026Q1: 11,526 shares 11,526 $424K 0.01% -11,185 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,545 shares; 2025Q1: 3,940 shares; 2025Q2: 3,940 shares; 2025Q3: 4,035 shares; 2025Q4: 3,219 shares; 2026Q1: 3,229 shares 3,229 $423K 0.01% +10 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 5,051 shares; 2025Q1: 5,051 shares; 2025Q2: 5,051 shares; 2025Q3: 5,051 shares; 2025Q4: 4,813 shares; 2026Q1: 4,580 shares 4,580 $422K 0.01% -233 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: 3,575 shares; 2024Q4: 3,575 shares; 2025Q1: 9,293 shares; 2025Q2: 7,435 shares; 2025Q3: 7,435 shares; 2025Q4: 7,435 shares; 2026Q1: 7,435 shares 7,435 $421K 0.01% 0 Timeline DLN 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: 4,710 shares; 2024Q4: 4,710 shares; 2025Q1: 4,710 shares; 2025Q2: 4,710 shares; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares 4,710 $421K 0.01% 0 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: 1,645 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,814 shares 1,814 $418K 0.01% +146 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 7,391 shares; 2025Q1: 4,312 shares; 2025Q2: 4,106 shares; 2025Q3: 4,595 shares; 2025Q4: 4,474 shares; 2026Q1: 5,412 shares 5,412 $417K 0.01% +938 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: 680 shares; 2024Q4: 768 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 657 shares; 2026Q1: 771 shares 771 $415K 0.01% +114 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,317 shares; 2024Q4: 5,339 shares; 2025Q1: 5,126 shares; 2025Q2: 3,746 shares; 2025Q3: 3,801 shares; 2025Q4: 3,514 shares; 2026Q1: 3,212 shares 3,212 $407K 0.01% -302 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,516 shares; 2025Q3: 2,519 shares; 2025Q4: 2,993 shares; 2026Q1: 3,159 shares 3,159 $396K 0.01% +166 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 5,360 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 4,662 shares; 2025Q4: 4,279 shares; 2026Q1: 4,097 shares 4,097 $395K 0.01% -182 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,895 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $394K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,964 shares; 2024Q4: 10,831 shares; 2025Q1: 10,995 shares; 2025Q2: 9,830 shares; 2025Q3: 9,090 shares; 2025Q4: 8,937 shares; 2026Q1: 7,322 shares 7,322 $392K 0.01% -1,615 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 7,265 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,050 shares; 2025Q4: 7,050 shares; 2026Q1: 7,050 shares 7,050 $388K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 4,084 shares; 2025Q1: 3,764 shares; 2025Q2: 3,740 shares; 2025Q3: 6,569 shares; 2025Q4: 7,144 shares; 2026Q1: 6,133 shares 6,133 $385K 0.01% -1,011 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: 4,450 shares; 2025Q1: 1,856 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,834 shares 1,834 $383K 0.01% +35 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: 1,212 shares; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,352 shares; 2025Q4: 2,180 shares; 2026Q1: 2,264 shares 2,264 $383K 0.01% +84 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 648 shares; 2025Q3: 1,018 shares; 2025Q4: 1,016 shares; 2026Q1: 972 shares 972 $379K 0.01% -44 Timeline VPL 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: 741 shares; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares 3,876 $379K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 4,546 shares; 2025Q3: 4,106 shares; 2025Q4: 3,656 shares; 2026Q1: 3,572 shares 3,572 $378K 0.01% -84 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,079 shares 6,079 $372K 0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,031 shares; 2025Q1: 1,027 shares; 2025Q2: 1,025 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $371K 0.01% 0 Timeline IGSB 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: 7,015 shares; 2025Q3: 7,015 shares; 2025Q4: 7,015 shares; 2026Q1: 7,056 shares 7,056 $371K 0.01% +41 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: 1,438 shares; 2026Q1: 1,480 shares 1,480 $371K 0.01% +42 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 207 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $368K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,976 shares; 2025Q1: 2,916 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,805 shares; 2026Q1: 2,828 shares 2,828 $367K 0.01% +23 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 7,514 shares; 2025Q1: 7,038 shares; 2025Q2: 7,038 shares; 2025Q3: 7,038 shares; 2025Q4: 7,043 shares; 2026Q1: 7,378 shares 7,378 $367K 0.01% +335 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: 3,063 shares; 2026Q1: 3,063 shares 3,063 $366K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,714 shares; 2025Q1: 2,787 shares; 2025Q2: 4,845 shares; 2025Q3: 4,871 shares; 2025Q4: 5,357 shares; 2026Q1: 5,139 shares 5,139 $366K 0.01% -218 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: 562 shares; 2024Q4: 595 shares; 2025Q1: 797 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 589 shares; 2026Q1: 620 shares 620 $365K 0.01% +31 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,988 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 3,176 shares; 2025Q4: 2,864 shares; 2026Q1: 2,765 shares 2,765 $362K 0.01% -99 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 1,715 shares; 2025Q2: 4,465 shares; 2025Q3: 1,719 shares; 2025Q4: 1,719 shares; 2026Q1: 1,749 shares 1,749 $360K 0.01% +30 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,763 shares; 2025Q1: 1,913 shares; 2025Q2: 1,898 shares; 2025Q3: 1,879 shares; 2025Q4: 2,003 shares; 2026Q1: 2,091 shares 2,091 $358K 0.01% +88 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: 3,408 shares; 2024Q4: 3,589 shares; 2025Q1: 3,729 shares; 2025Q2: 5,656 shares; 2025Q3: 4,194 shares; 2025Q4: 4,163 shares; 2026Q1: 3,983 shares 3,983 $357K 0.01% -180 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,426 shares; 2025Q1: 7,371 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,541 shares 8,541 $356K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,263 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,674 shares 1,674 $355K 0.01% +413 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: 7,021 shares; 2024Q4: 7,877 shares; 2025Q1: 8,156 shares; 2025Q2: 8,103 shares; 2025Q3: 8,603 shares; 2025Q4: 11,103 shares; 2026Q1: 6,803 shares 6,803 $354K 0.01% -4,300 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: 2,340 shares; 2024Q4: 3,245 shares; 2025Q1: 3,225 shares; 2025Q2: 3,224 shares; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,339 shares 3,339 $351K 0.01% +115 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: 3,714 shares; 2024Q4: 5,109 shares; 2025Q1: 4,310 shares; 2025Q2: 3,291 shares; 2025Q3: 3,257 shares; 2025Q4: 3,292 shares; 2026Q1: 2,965 shares 2,965 $350K 0.01% -327 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,880 shares; 2025Q2: 13,880 shares; 2025Q3: 13,880 shares; 2025Q4: 13,880 shares; 2026Q1: 13,880 shares 13,880 $347K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,810 shares; 2025Q2: 16,810 shares; 2025Q3: 16,810 shares; 2025Q4: 16,810 shares; 2026Q1: 16,810 shares 16,810 $343K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,207 shares; 2025Q1: 2,231 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,068 shares; 2026Q1: 1,739 shares 1,739 $341K 0.01% -329 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,552 shares; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares; 2026Q1: 8,552 shares 8,552 $339K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,341 shares; 2025Q1: 1,315 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,269 shares 1,269 $339K 0.01% -4 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,515 shares; 2025Q1: 19,439 shares; 2025Q2: 19,439 shares; 2025Q3: 19,439 shares; 2025Q4: 19,439 shares; 2026Q1: 19,666 shares 19,666 $334K 0.01% +227 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 459 shares; 2025Q4: 618 shares; 2026Q1: 841 shares 841 $333K 0.01% +223 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: 796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 371 shares; 2026Q1: 455 shares 455 $331K 0.01% +84 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,200 shares; 2024Q4: 69,240 shares; 2025Q1: 15,396 shares; 2025Q2: 15,396 shares; 2025Q3: 15,396 shares; 2025Q4: 15,396 shares; 2026Q1: 15,108 shares 15,108 $331K 0.01% -288 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $330K 0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $328K 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: 833 shares; 2024Q4: 915 shares; 2025Q1: 945 shares; 2025Q2: 939 shares; 2025Q3: 945 shares; 2025Q4: 1,078 shares; 2026Q1: 999 shares 999 $322K 0.01% -79 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,152 shares 1,152 $320K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: 12,630 shares; 2026Q1: 12,630 shares 12,630 $317K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,164 shares; 2025Q1: 3,216 shares; 2025Q2: 3,060 shares; 2025Q3: 3,151 shares; 2025Q4: 3,151 shares; 2026Q1: 3,251 shares 3,251 $314K 0.01% +100 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,905 shares; 2026Q1: 1,905 shares 1,905 $308K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 8,475 shares; 2025Q3: 8,475 shares; 2025Q4: 8,325 shares; 2026Q1: 8,325 shares 8,325 $301K 0.01% 0 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,557 shares; 2025Q2: 11,557 shares; 2025Q3: 11,557 shares; 2025Q4: 11,557 shares; 2026Q1: 9,990 shares 9,990 $300K 0.01% -1,567 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares 3,033 $297K 0.01% 0 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: 2,148 shares; 2025Q3: 5,222 shares; 2025Q4: 5,222 shares; 2026Q1: 5,222 shares 5,222 $297K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,909 shares; 2025Q1: 5,992 shares; 2025Q2: 5,736 shares; 2025Q3: 5,878 shares; 2025Q4: 3,629 shares; 2026Q1: 3,878 shares 3,878 $292K 0.01% +249 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,230 shares; 2025Q1: 2,231 shares; 2025Q2: 2,232 shares; 2025Q3: 2,226 shares; 2025Q4: 2,223 shares; 2026Q1: 2,220 shares 2,220 $291K 0.01% -3 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: 1,597 shares 1,597 $291K 0.01% new Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 533 shares; 2025Q2: 586 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 586 shares 586 $289K 0.01% -7 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: 10,797 shares; 2025Q1: 14,672 shares; 2025Q2: 14,062 shares; 2025Q3: 14,062 shares; 2025Q4: 14,062 shares; 2026Q1: 14,642 shares 14,642 $289K 0.01% +580 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $287K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares 2,646 $286K 0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP 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: 12,000 shares 12,000 $276K 0.01% new Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,931 shares 6,931 $276K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,747 shares; 2025Q1: 2,947 shares; 2025Q2: 3,282 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,365 shares 2,365 $274K 0.01% +18 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,532 shares; 2026Q1: 5,407 shares 5,407 $272K 0.01% -2,125 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,981 shares 2,981 $271K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,811 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: not reported; 2025Q4: 2,529 shares; 2026Q1: 2,137 shares 2,137 $270K 0.01% -392 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,175 shares 17,175 $269K 0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,810 shares; 2025Q1: 4,724 shares; 2025Q2: 4,725 shares; 2025Q3: 4,629 shares; 2025Q4: 3,779 shares; 2026Q1: 3,686 shares 3,686 $261K 0.01% -93 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,117 shares; 2025Q4: 5,117 shares; 2026Q1: 5,244 shares 5,244 $257K 0.01% +127 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $254K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,042 shares; 2025Q1: 1,071 shares; 2025Q2: 1,048 shares; 2025Q3: 1,045 shares; 2025Q4: 1,044 shares; 2026Q1: 1,015 shares 1,015 $252K <0.01% -29 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,219 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,454 shares; 2025Q4: 4,454 shares; 2026Q1: 4,454 shares 4,454 $252K <0.01% 0 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: 1,156 shares; 2026Q1: 1,163 shares 1,163 $252K <0.01% +7 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,806 shares 3,806 $252K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 3,259 shares; 2026Q1: 3,345 shares 3,345 $249K <0.01% +86 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,152 shares; 2024Q4: 10,175 shares; 2025Q1: 10,067 shares; 2025Q2: 10,045 shares; 2025Q3: 10,015 shares; 2025Q4: 10,511 shares; 2026Q1: 7,036 shares 7,036 $247K <0.01% -3,475 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 551 shares; 2025Q1: 561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $244K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558 $239K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,826 shares; 2025Q1: 11,861 shares; 2025Q2: 11,015 shares; 2025Q3: 11,015 shares; 2025Q4: 11,015 shares; 2026Q1: 11,015 shares 11,015 $239K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,288 shares 3,288 $236K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 662 shares 662 $236K <0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,384 shares; 2025Q2: 5,384 shares; 2025Q3: 5,552 shares; 2025Q4: 5,552 shares; 2026Q1: 5,120 shares 5,120 $235K <0.01% -432 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 1,903 shares; 2025Q1: 1,979 shares; 2025Q2: 1,861 shares; 2025Q3: 1,931 shares; 2025Q4: 1,477 shares; 2026Q1: 1,481 shares 1,481 $233K <0.01% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 753 shares; 2025Q1: 764 shares; 2025Q2: 778 shares; 2025Q3: 726 shares; 2025Q4: 763 shares; 2026Q1: 782 shares 782 $229K <0.01% +19 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 8,418 shares; 2025Q1: 8,418 shares; 2025Q2: 8,418 shares; 2025Q3: 8,418 shares; 2025Q4: not reported; 2026Q1: 8,418 shares 8,418 $228K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,094 shares 1,094 $216K <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,116 shares; 2025Q3: 971 shares; 2025Q4: 847 shares; 2026Q1: 847 shares 847 $215K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $215K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 5,169 shares; 2025Q1: 5,995 shares; 2025Q2: 6,899 shares; 2025Q3: 4,987 shares; 2025Q4: 4,217 shares; 2026Q1: 4,724 shares 4,724 $214K <0.01% +507 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 2,979 shares 2,979 $213K <0.01% new Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,266 shares; 2024Q4: 19,266 shares; 2025Q1: 19,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,163 shares 16,163 $213K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,125 shares; 2025Q2: 9,935 shares; 2025Q3: 9,935 shares; 2025Q4: 9,935 shares; 2026Q1: 10,278 shares 10,278 $213K <0.01% +343 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,899 shares 2,899 $212K <0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,551 shares; 2026Q1: 751 shares 751 $212K <0.01% -800 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: not reported; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 448 shares 448 $212K <0.01% -51 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,147 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $212K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,592 shares; 2025Q4: 8,592 shares; 2026Q1: 8,107 shares 8,107 $211K <0.01% -485 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,331 shares; 2024Q4: 282,788 shares; 2025Q1: 144,442 shares; 2025Q2: 56,345 shares; 2025Q3: 35,187 shares; 2025Q4: 8,906 shares; 2026Q1: 8,014 shares 8,014 $211K <0.01% -892 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 3,608 shares; 2026Q1: 3,608 shares 3,608 $211K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,491 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,658 shares; 2026Q1: 2,795 shares 2,795 $210K <0.01% +137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares; 2026Q1: 3,222 shares 3,222 $210K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,329 shares; 2025Q1: 1,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $206K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 299 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares 210 $206K <0.01% new Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $201K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,588 shares; 2025Q1: 15,493 shares; 2025Q2: 16,307 shares; 2025Q3: 16,925 shares; 2025Q4: 17,136 shares; 2026Q1: 16,925 shares 16,925 $191K <0.01% -211 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,743 shares; 2024Q4: 16,503 shares; 2025Q1: 14,124 shares; 2025Q2: 13,318 shares; 2025Q3: 14,466 shares; 2025Q4: 14,256 shares; 2026Q1: 13,829 shares 13,829 $187K <0.01% -427 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,258 shares; 2024Q4: 28,440 shares; 2025Q1: 27,801 shares; 2025Q2: 23,443 shares; 2025Q3: 22,940 shares; 2025Q4: 17,006 shares; 2026Q1: 17,016 shares 17,016 $170K <0.01% +10 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME 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: 18,404 shares; 2025Q4: 18,404 shares; 2026Q1: 18,404 shares 18,404 $158K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY 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: 13,300 shares 13,300 $144K <0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 12,864 shares; 2026Q1: 13,189 shares 13,189 $118K <0.01% +325 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,758 shares; 2025Q1: 23,163 shares; 2025Q2: 23,163 shares; 2025Q3: 23,163 shares; 2025Q4: 23,163 shares; 2026Q1: 23,163 shares 23,163 $117K <0.01% 0 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $67.4K <0.01% 0 Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $34.2K <0.01% 0 Timeline