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: 139,938 shares; 2024Q4: 140,142 shares; 2025Q1: 145,887 shares; 2025Q2: 144,736 shares; 2025Q3: 143,243 shares; 2025Q4: 144,638 shares; 2026Q1: 151,861 shares 151,861 $87.7M 14.29% +7,223 Timeline ILCG 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: 483,165 shares; 2024Q4: 483,026 shares; 2025Q1: 506,592 shares; 2025Q2: 493,585 shares; 2025Q3: 487,160 shares; 2025Q4: 495,827 shares; 2026Q1: 557,871 shares 557,871 $53.3M 8.68% +62,044 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,055 shares; 2024Q4: 355,970 shares; 2025Q1: 356,011 shares; 2025Q2: 362,025 shares; 2025Q3: 361,453 shares; 2025Q4: 731,539 shares; 2026Q1: 733,841 shares 733,841 $44.8M 7.3% +2,302 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: 75,908 shares; 2024Q4: 88,372 shares; 2025Q1: 88,276 shares; 2025Q2: 94,689 shares; 2025Q3: 112,426 shares; 2025Q4: 108,666 shares; 2026Q1: 108,285 shares 108,285 $27.5M 4.48% -381 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 1,093 shares; 2025Q3: 1,856 shares; 2025Q4: 48,196 shares; 2026Q1: 58,345 shares 58,345 $24.9M 4.06% +10,149 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: 47,844 shares; 2024Q4: 56,318 shares; 2025Q1: 55,724 shares; 2025Q2: 56,658 shares; 2025Q3: 56,208 shares; 2025Q4: 57,454 shares; 2026Q1: 59,955 shares 59,955 $22.2M 3.62% +2,501 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: 81,354 shares; 2024Q4: 105,717 shares; 2025Q1: 108,463 shares; 2025Q2: 109,731 shares; 2025Q3: 108,505 shares; 2025Q4: 108,657 shares; 2026Q1: 107,158 shares 107,158 $18.7M 3.05% -1,499 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: 52,758 shares; 2024Q4: 59,537 shares; 2025Q1: 57,962 shares; 2025Q2: 61,337 shares; 2025Q3: 63,398 shares; 2025Q4: 55,570 shares; 2026Q1: 54,917 shares 54,917 $15.8M 2.57% -653 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to 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: 306,094 shares; 2026Q1: 513,754 shares 513,754 $15.3M 2.5% +207,660 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: 59,356 shares; 2024Q4: 62,533 shares; 2025Q1: 62,004 shares; 2025Q2: 63,443 shares; 2025Q3: 62,849 shares; 2025Q4: 67,182 shares; 2026Q1: 68,774 shares 68,774 $14.3M 2.34% +1,592 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: 37,498 shares; 2024Q4: 37,858 shares; 2025Q1: 39,245 shares; 2025Q2: 45,155 shares; 2025Q3: 49,636 shares; 2025Q4: 46,005 shares; 2026Q1: 45,647 shares 45,647 $14.1M 2.3% -358 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: 155,368 shares; 2024Q4: 178,307 shares; 2025Q1: 171,994 shares; 2025Q2: 161,450 shares; 2025Q3: 151,665 shares; 2025Q4: 151,948 shares; 2026Q1: 144,843 shares 144,843 $13.3M 2.16% -7,105 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: 29,462 shares; 2024Q4: 35,170 shares; 2025Q1: 33,859 shares; 2025Q2: 35,462 shares; 2025Q3: 36,729 shares; 2025Q4: 39,715 shares; 2026Q1: 39,656 shares 39,656 $11.7M 1.9% -59 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: 24,567 shares; 2024Q4: 24,576 shares; 2025Q1: 24,587 shares; 2025Q2: 24,615 shares; 2025Q3: 24,622 shares; 2025Q4: 24,007 shares; 2026Q1: 22,505 shares 22,505 $8.82M 1.44% -1,502 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 14,400 shares; 2025Q1: 16,333 shares; 2025Q2: 16,502 shares; 2025Q3: 15,502 shares; 2025Q4: 12,244 shares; 2026Q1: 11,863 shares 11,863 $7.75M 1.26% -381 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: 9,042 shares; 2024Q4: 7,487 shares; 2025Q1: 7,487 shares; 2025Q2: 19,495 shares; 2025Q3: 79,494 shares; 2025Q4: 128,609 shares; 2026Q1: 130,161 shares 130,161 $7.38M 1.2% +1,552 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: 24,254 shares; 2024Q4: 24,175 shares; 2025Q1: 24,064 shares; 2025Q2: 24,417 shares; 2025Q3: 24,358 shares; 2025Q4: 23,370 shares; 2026Q1: 23,708 shares 23,708 $7.17M 1.17% +338 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: 17,022 shares; 2024Q4: 16,542 shares; 2025Q1: 16,548 shares; 2025Q2: 19,333 shares; 2025Q3: 23,371 shares; 2025Q4: 23,669 shares; 2026Q1: 23,855 shares 23,855 $6.84M 1.12% +186 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: 7,669 shares; 2024Q4: 7,458 shares; 2025Q1: 7,369 shares; 2025Q2: 7,621 shares; 2025Q3: 7,066 shares; 2025Q4: 6,661 shares; 2026Q1: 6,678 shares 6,678 $6.65M 1.08% +17 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: 28,474 shares; 2024Q4: 27,582 shares; 2025Q1: 27,135 shares; 2025Q2: 27,144 shares; 2025Q3: 27,405 shares; 2025Q4: 26,420 shares; 2026Q1: 26,530 shares 26,530 $6.48M 1.06% +110 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,872 shares; 2025Q1: 4,803 shares; 2025Q2: 4,860 shares; 2025Q3: 6,726 shares; 2025Q4: 6,642 shares; 2026Q1: 6,676 shares 6,676 $6.14M 1% +34 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: 9,004 shares; 2024Q4: 8,686 shares; 2025Q1: 8,865 shares; 2025Q2: 9,001 shares; 2025Q3: 9,410 shares; 2025Q4: 11,092 shares; 2026Q1: 11,116 shares 11,116 $5.33M 0.87% +24 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: 15,580 shares; 2024Q4: 15,558 shares; 2025Q1: 15,387 shares; 2025Q2: 16,933 shares; 2025Q3: 23,099 shares; 2025Q4: 21,680 shares; 2026Q1: 22,124 shares 22,124 $4.58M 0.75% +444 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: 35,072 shares; 2024Q4: 34,742 shares; 2025Q1: 31,124 shares; 2025Q2: 30,385 shares; 2025Q3: 30,109 shares; 2025Q4: 29,569 shares; 2026Q1: 26,771 shares 26,771 $4.54M 0.74% -2,798 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,879 shares; 2025Q1: 7,848 shares; 2025Q2: 8,069 shares; 2025Q3: 7,908 shares; 2025Q4: 7,570 shares; 2026Q1: 7,969 shares 7,969 $4.49M 0.73% +399 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: 7,392 shares; 2024Q4: 8,552 shares; 2025Q1: 8,665 shares; 2025Q2: 8,907 shares; 2025Q3: 12,353 shares; 2025Q4: 12,058 shares; 2026Q1: 12,259 shares 12,259 $4.14M 0.68% +201 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: 12,927 shares; 2024Q4: 13,952 shares; 2025Q1: 13,954 shares; 2025Q2: 14,018 shares; 2025Q3: 13,952 shares; 2025Q4: 13,311 shares; 2026Q1: 13,300 shares 13,300 $4.13M 0.67% -11 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: 4,583 shares; 2024Q4: 5,416 shares; 2025Q1: 5,586 shares; 2025Q2: 6,215 shares; 2025Q3: 6,062 shares; 2025Q4: 8,453 shares; 2026Q1: 8,134 shares 8,134 $4.06M 0.66% -319 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: 5,766 shares; 2024Q4: 6,559 shares; 2025Q1: 6,491 shares; 2025Q2: 6,447 shares; 2025Q3: 6,445 shares; 2025Q4: 5,884 shares; 2026Q1: 7,624 shares 7,624 $3.78M 0.62% +1,740 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: 583 shares; 2024Q4: 1,983 shares; 2025Q1: 1,941 shares; 2025Q2: 5,543 shares; 2025Q3: 5,549 shares; 2025Q4: 7,484 shares; 2026Q1: 7,597 shares 7,597 $3.73M 0.61% +113 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: 19,459 shares; 2024Q4: 19,753 shares; 2025Q1: 19,648 shares; 2025Q2: 19,566 shares; 2025Q3: 19,576 shares; 2025Q4: 23,271 shares; 2026Q1: 23,220 shares 23,220 $3.71M 0.6% -51 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: 23,066 shares; 2024Q4: 91,223 shares; 2025Q1: 90,863 shares; 2025Q2: 91,031 shares; 2025Q3: 113,842 shares; 2025Q4: 101,741 shares; 2026Q1: 114,434 shares 114,434 $3.51M 0.57% +12,693 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: 19,721 shares; 2024Q4: 14,968 shares; 2025Q1: 15,199 shares; 2025Q2: 15,150 shares; 2025Q3: 15,007 shares; 2025Q4: 14,295 shares; 2026Q1: 14,373 shares 14,373 $3.3M 0.54% +78 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: 23,949 shares; 2024Q4: 14,620 shares; 2025Q1: 14,459 shares; 2025Q2: 13,823 shares; 2025Q3: 13,840 shares; 2025Q4: 16,243 shares; 2026Q1: 15,819 shares 15,819 $3.21M 0.52% -424 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404 shares; 2025Q3: 36,022 shares; 2025Q4: 52,782 shares; 2026Q1: 52,262 shares 52,262 $3.2M 0.52% -520 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: 12,982 shares; 2024Q4: 13,645 shares; 2025Q1: 13,409 shares; 2025Q2: 13,299 shares; 2025Q3: 13,691 shares; 2025Q4: 9,544 shares; 2026Q1: 9,190 shares 9,190 $3.02M 0.49% -354 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: 12,218 shares; 2024Q4: 11,766 shares; 2025Q1: 11,669 shares; 2025Q2: 14,576 shares; 2025Q3: 14,657 shares; 2025Q4: 13,673 shares; 2026Q1: 13,538 shares 13,538 $2.94M 0.48% -135 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: 2,669 shares; 2024Q4: 2,865 shares; 2025Q1: 2,859 shares; 2025Q2: 4,233 shares; 2025Q3: 3,536 shares; 2025Q4: 4,304 shares; 2026Q1: 4,664 shares 4,664 $2.79M 0.45% +360 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: 29,163 shares; 2024Q4: 29,464 shares; 2025Q1: 29,472 shares; 2025Q2: 30,048 shares; 2025Q3: 29,894 shares; 2025Q4: 28,459 shares; 2026Q1: 27,086 shares 27,086 $2.39M 0.39% -1,373 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: 6,263 shares; 2024Q4: 12,396 shares; 2025Q1: 12,016 shares; 2025Q2: 12,461 shares; 2025Q3: 15,536 shares; 2025Q4: 15,067 shares; 2026Q1: 14,673 shares 14,673 $2.35M 0.38% -394 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: 27,523 shares; 2024Q4: 27,617 shares; 2025Q1: 23,413 shares; 2025Q2: 21,719 shares; 2025Q3: 19,482 shares; 2025Q4: 19,233 shares; 2026Q1: 19,453 shares 19,453 $2.34M 0.38% +220 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,118 shares; 2026Q1: 77,390 shares 77,390 $2.28M 0.37% +54,272 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: 9,775 shares; 2024Q4: 9,766 shares; 2025Q1: 9,675 shares; 2025Q2: 9,647 shares; 2025Q3: 9,533 shares; 2025Q4: 9,400 shares; 2026Q1: 9,344 shares 9,344 $2.26M 0.37% -56 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: 2,538 shares; 2024Q4: 2,584 shares; 2025Q1: 2,812 shares; 2025Q2: 3,551 shares; 2025Q3: 3,980 shares; 2025Q4: 3,993 shares; 2026Q1: 3,914 shares 3,914 $2.24M 0.37% -79 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: 17,306 shares; 2024Q4: 23,762 shares; 2025Q1: 23,793 shares; 2025Q2: 24,450 shares; 2025Q3: 24,172 shares; 2025Q4: 24,385 shares; 2026Q1: 24,103 shares 24,103 $2.24M 0.36% -282 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: 6,776 shares; 2024Q4: 6,775 shares; 2025Q1: 6,893 shares; 2025Q2: 9,311 shares; 2025Q3: 9,758 shares; 2025Q4: 10,424 shares; 2026Q1: 10,567 shares 10,567 $2.15M 0.35% +143 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: 17,068 shares; 2024Q4: 18,581 shares; 2025Q1: 18,993 shares; 2025Q2: 18,767 shares; 2025Q3: 18,782 shares; 2025Q4: 18,214 shares; 2026Q1: 18,510 shares 18,510 $2.14M 0.35% +296 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: 13,521 shares; 2024Q4: 13,182 shares; 2025Q1: 13,138 shares; 2025Q2: 14,487 shares; 2025Q3: 24,477 shares; 2025Q4: 18,389 shares; 2026Q1: 11,249 shares 11,249 $1.94M 0.32% -7,140 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: 1,734 shares; 2024Q4: 1,734 shares; 2025Q1: 1,492 shares; 2025Q2: 1,532 shares; 2025Q3: 2,825 shares; 2025Q4: 15,215 shares; 2026Q1: 15,145 shares 15,145 $1.91M 0.31% -70 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: 3,779 shares; 2024Q4: 6,652 shares; 2025Q1: 6,535 shares; 2025Q2: 7,087 shares; 2025Q3: 6,556 shares; 2025Q4: 5,775 shares; 2026Q1: 5,741 shares 5,741 $1.89M 0.31% -34 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: 22,877 shares; 2024Q4: 22,757 shares; 2025Q1: 22,733 shares; 2025Q2: 23,201 shares; 2025Q3: 24,897 shares; 2025Q4: 24,073 shares; 2026Q1: 24,281 shares 24,281 $1.88M 0.31% +208 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: not reported; 2024Q4: 25,762 shares; 2025Q1: 25,851 shares; 2025Q2: 25,981 shares; 2025Q3: 25,755 shares; 2025Q4: 24,873 shares; 2026Q1: 24,895 shares 24,895 $1.79M 0.29% +22 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: 13,561 shares; 2024Q4: 12,410 shares; 2025Q1: 12,407 shares; 2025Q2: 13,233 shares; 2025Q3: 13,261 shares; 2025Q4: 12,565 shares; 2026Q1: 12,179 shares 12,179 $1.76M 0.29% -386 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: not reported; 2024Q4: 5,201 shares; 2025Q1: 5,127 shares; 2025Q2: 4,948 shares; 2025Q3: 4,964 shares; 2025Q4: 4,931 shares; 2026Q1: 4,937 shares 4,937 $1.69M 0.28% +6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 1,807 shares; 2025Q1: 1,707 shares; 2025Q2: 1,495 shares; 2025Q3: 1,495 shares; 2025Q4: 1,414 shares; 2026Q1: 2,358 shares 2,358 $1.67M 0.27% +944 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: 11,004 shares; 2024Q4: 11,031 shares; 2025Q1: 11,059 shares; 2025Q2: 11,085 shares; 2025Q3: 11,102 shares; 2025Q4: 11,102 shares; 2026Q1: 11,112 shares 11,112 $1.51M 0.25% +10 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: 16,860 shares; 2024Q4: 16,410 shares; 2025Q1: 16,509 shares; 2025Q2: 16,648 shares; 2025Q3: 16,662 shares; 2025Q4: 14,886 shares; 2026Q1: 15,325 shares 15,325 $1.48M 0.24% +439 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: 4,489 shares; 2024Q4: 7,521 shares; 2025Q1: 7,438 shares; 2025Q2: 7,742 shares; 2025Q3: 7,524 shares; 2025Q4: 6,773 shares; 2026Q1: 6,527 shares 6,527 $1.48M 0.24% -246 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: 11,312 shares; 2024Q4: 11,312 shares; 2025Q1: 11,312 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 11,329 shares 11,329 $1.45M 0.24% 0 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.23% 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: 4,741 shares; 2024Q4: 4,715 shares; 2025Q1: 4,758 shares; 2025Q2: 5,764 shares; 2025Q3: 5,473 shares; 2025Q4: 5,293 shares; 2026Q1: 5,200 shares 5,200 $1.35M 0.22% -93 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,590 shares; 2025Q2: 1,530 shares; 2025Q3: 1,422 shares; 2025Q4: 13,969 shares; 2026Q1: 13,929 shares 13,929 $1.31M 0.21% -40 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,992 shares; 2025Q2: 4,280 shares; 2025Q3: 3,994 shares; 2025Q4: 3,966 shares; 2026Q1: 3,938 shares 3,938 $1.3M 0.21% -28 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: 5,884 shares; 2024Q4: 10,483 shares; 2025Q1: 10,242 shares; 2025Q2: 12,835 shares; 2025Q3: 12,927 shares; 2025Q4: 12,810 shares; 2026Q1: 12,362 shares 12,362 $1.27M 0.21% -448 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: 1,670 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,886 shares; 2025Q3: 6,793 shares; 2025Q4: 6,784 shares; 2026Q1: 6,223 shares 6,223 $1.23M 0.2% -561 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,037 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $1.18M 0.19% 0 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: 5,297 shares; 2024Q4: 5,297 shares; 2025Q1: 3,962 shares; 2025Q2: 4,644 shares; 2025Q3: 9,379 shares; 2025Q4: 9,180 shares; 2026Q1: 9,499 shares 9,499 $1.18M 0.19% +319 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: 309 shares; 2024Q4: 189 shares; 2025Q1: 269 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 3,381 shares; 2026Q1: 3,248 shares 3,248 $1.16M 0.19% -133 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: 1,167 shares; 2024Q4: 1,225 shares; 2025Q1: 1,220 shares; 2025Q2: 18,585 shares; 2025Q3: 18,585 shares; 2025Q4: 12,345 shares; 2026Q1: 12,345 shares 12,345 $1.14M 0.19% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,183 shares; 2025Q1: 9,381 shares; 2025Q2: 9,536 shares; 2025Q3: 9,386 shares; 2025Q4: 9,606 shares; 2026Q1: 9,608 shares 9,608 $1.09M 0.18% +2 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 2,802 shares; 2025Q4: 4,418 shares; 2026Q1: 4,420 shares 4,420 $1.08M 0.18% +2 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: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,123 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,527 shares; 2026Q1: 3,527 shares 3,527 $1.04M 0.17% 0 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: not reported; 2025Q2: 9 shares; 2025Q3: 594 shares; 2025Q4: 1,007 shares; 2026Q1: 1,005 shares 1,005 $985K 0.16% -2 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,350 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $979K 0.16% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 17,599 shares; 2025Q1: 17,599 shares; 2025Q2: 18,116 shares; 2025Q3: 18,116 shares; 2025Q4: 26,371 shares; 2026Q1: 24,121 shares 24,121 $976K 0.16% -2,250 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: 20,063 shares; 2024Q4: 21,496 shares; 2025Q1: 23,087 shares; 2025Q2: 22,412 shares; 2025Q3: 21,739 shares; 2025Q4: 17,912 shares; 2026Q1: 14,537 shares 14,537 $932K 0.15% -3,375 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: 6,023 shares; 2024Q4: 8,707 shares; 2025Q1: 8,778 shares; 2025Q2: 8,882 shares; 2025Q3: 7,112 shares; 2025Q4: 6,327 shares; 2026Q1: 5,993 shares 5,993 $931K 0.15% -334 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,142 shares; 2025Q1: 4,604 shares; 2025Q2: 5,143 shares; 2025Q3: 4,950 shares; 2025Q4: 4,905 shares; 2026Q1: 4,808 shares 4,808 $927K 0.15% -97 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 220 shares; 2025Q4: 211 shares; 2026Q1: 1,021 shares 1,021 $891K 0.15% +810 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,621 shares; 2025Q1: 4,632 shares; 2025Q2: 4,672 shares; 2025Q3: 4,683 shares; 2025Q4: 4,739 shares; 2026Q1: 4,750 shares 4,750 $877K 0.14% +11 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: 13,280 shares; 2024Q4: 13,321 shares; 2025Q1: 12,461 shares; 2025Q2: 11,797 shares; 2025Q3: 11,654 shares; 2025Q4: 11,487 shares; 2026Q1: 11,487 shares 11,487 $874K 0.14% 0 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 798 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 9,015 shares; 2026Q1: 9,053 shares 9,053 $870K 0.14% +38 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: 39,407 shares; 2024Q4: 39,407 shares; 2025Q1: 37,986 shares; 2025Q2: 37,544 shares; 2025Q3: 36,352 shares; 2025Q4: 29,913 shares; 2026Q1: 23,706 shares 23,706 $856K 0.14% -6,207 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: 1,440 shares; 2024Q4: 1,359 shares; 2025Q1: 1,499 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares 1,486 $835K 0.14% 0 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: 27,483 shares; 2024Q4: 27,467 shares; 2025Q1: 27,317 shares; 2025Q2: 33,842 shares; 2025Q3: 30,986 shares; 2025Q4: 29,045 shares; 2026Q1: 27,519 shares 27,519 $773K 0.13% -1,526 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,486 shares; 2025Q1: 2,426 shares; 2025Q2: 2,793 shares; 2025Q3: 3,217 shares; 2025Q4: 3,032 shares; 2026Q1: 3,225 shares 3,225 $766K 0.12% +193 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 4,551 shares; 2025Q1: 4,432 shares; 2025Q2: 4,444 shares; 2025Q3: 4,395 shares; 2025Q4: 4,251 shares; 2026Q1: 3,990 shares 3,990 $756K 0.12% -261 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 3,540 shares; 2025Q1: 3,474 shares; 2025Q2: 3,764 shares; 2025Q3: 3,765 shares; 2025Q4: 3,163 shares; 2026Q1: 3,111 shares 3,111 $755K 0.12% -52 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 452 shares; 2025Q3: 12,544 shares; 2025Q4: 16,525 shares; 2026Q1: 16,525 shares 16,525 $754K 0.12% 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: 341 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 13,579 shares 13,579 $714K 0.12% +8,729 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: 2,000 shares; 2024Q4: 3,681 shares; 2025Q1: 3,599 shares; 2025Q2: 2,882 shares; 2025Q3: 2,858 shares; 2025Q4: 2,858 shares; 2026Q1: 2,493 shares 2,493 $707K 0.12% -365 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: 6,907 shares; 2024Q4: 6,939 shares; 2025Q1: 7,177 shares; 2025Q2: 7,387 shares; 2025Q3: 7,294 shares; 2025Q4: 7,294 shares; 2026Q1: 7,245 shares 7,245 $699K 0.11% -49 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: 14,980 shares; 2024Q4: 16,101 shares; 2025Q1: 16,157 shares; 2025Q2: 17,479 shares; 2025Q3: 17,995 shares; 2025Q4: 12,391 shares; 2026Q1: 10,207 shares 10,207 $689K 0.11% -2,184 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 8,946 shares; 2025Q4: 3,909 shares; 2026Q1: 7,953 shares 7,953 $689K 0.11% +4,044 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: 11,058 shares; 2024Q4: 11,623 shares; 2025Q1: 11,567 shares; 2025Q2: 10,579 shares; 2025Q3: 2,927 shares; 2025Q4: 2,687 shares; 2026Q1: 2,532 shares 2,532 $685K 0.11% -155 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: not reported; 2024Q4: 9,712 shares; 2025Q1: 8,060 shares; 2025Q2: 7,948 shares; 2025Q3: 8,151 shares; 2025Q4: 7,909 shares; 2026Q1: 7,199 shares 7,199 $669K 0.11% -710 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 288 shares; 2025Q2: 221 shares; 2025Q3: 149 shares; 2025Q4: 4,138 shares; 2026Q1: 3,868 shares 3,868 $660K 0.11% -270 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 11,580 shares 11,580 $587K 0.1% new 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: 271 shares; 2024Q4: 3,021 shares; 2025Q1: 3,479 shares; 2025Q2: 4,212 shares; 2025Q3: 3,683 shares; 2025Q4: 3,102 shares; 2026Q1: 2,948 shares 2,948 $584K 0.1% -154 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 5,084 shares; 2026Q1: 5,084 shares 5,084 $572K 0.09% 0 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: 90 shares; 2025Q2: 164 shares; 2025Q3: 134 shares; 2025Q4: 1,969 shares; 2026Q1: 1,945 shares 1,945 $540K 0.09% -24 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: 1,744 shares; 2024Q4: 1,744 shares; 2025Q1: 1,614 shares; 2025Q2: 1,510 shares; 2025Q3: 1,499 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares 1,779 $538K 0.09% 0 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: 80 shares; 2024Q4: 1,780 shares; 2025Q1: 1,729 shares; 2025Q2: 1,844 shares; 2025Q3: 1,845 shares; 2025Q4: 1,826 shares; 2026Q1: 1,637 shares 1,637 $534K 0.09% -189 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: 1,631 shares; 2024Q4: 1,640 shares; 2025Q1: 2,340 shares; 2025Q2: 2,356 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,015 shares 2,015 $528K 0.09% -32 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: not reported; 2024Q4: 1,526 shares; 2025Q1: 1,508 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,463 shares; 2026Q1: 1,464 shares 1,464 $525K 0.09% +1 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,998 shares; 2025Q4: 4,016 shares; 2026Q1: 4,016 shares 4,016 $484K 0.08% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,051 shares; 2026Q1: 26,753 shares 26,753 $482K 0.08% +702 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: 9,873 shares; 2024Q4: 9,839 shares; 2025Q1: 9,701 shares; 2025Q2: 10,389 shares; 2025Q3: 13,079 shares; 2025Q4: 10,710 shares; 2026Q1: 8,792 shares 8,792 $475K 0.08% -1,918 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 6,776 shares; 2025Q1: 6,776 shares; 2025Q2: 6,776 shares; 2025Q3: 6,776 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares 7,023 $475K 0.08% 0 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: 4,422 shares; 2024Q4: 4,335 shares; 2025Q1: 23,850 shares; 2025Q2: 24,265 shares; 2025Q3: 25,076 shares; 2025Q4: 25,565 shares; 2026Q1: 6,129 shares 6,129 $473K 0.08% -19,436 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: 394 shares; 2024Q4: 1,443 shares; 2025Q1: 1,408 shares; 2025Q2: 1,399 shares; 2025Q3: 1,402 shares; 2025Q4: 1,396 shares; 2026Q1: 1,306 shares 1,306 $465K 0.08% -90 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: 30 shares; 2024Q4: 757 shares; 2025Q1: 740 shares; 2025Q2: 867 shares; 2025Q3: 856 shares; 2025Q4: 746 shares; 2026Q1: 746 shares 746 $451K 0.07% 0 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: 10,782 shares; 2024Q4: 10,808 shares; 2025Q1: 9,048 shares; 2025Q2: 10,443 shares; 2025Q3: 9,548 shares; 2025Q4: 9,788 shares; 2026Q1: 8,881 shares 8,881 $446K 0.07% -907 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,822 shares; 2026Q1: 18,156 shares 18,156 $440K 0.07% +334 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,810 shares; 2026Q1: 18,143 shares 18,143 $440K 0.07% +333 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares; 2025Q3: 6,657 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares 6,879 $440K 0.07% 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: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,230 shares; 2025Q2: 1,787 shares; 2025Q3: 1,489 shares; 2025Q4: 1,543 shares; 2026Q1: 1,506 shares 1,506 $432K 0.07% -37 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: 1,610 shares; 2024Q4: 1,604 shares; 2025Q1: 8,502 shares; 2025Q2: 8,468 shares; 2025Q3: 7,608 shares; 2025Q4: 7,608 shares; 2026Q1: 1,344 shares 1,344 $431K 0.07% -6,264 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,986 shares; 2026Q1: 16,986 shares 16,986 $430K 0.07% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,454 shares; 2026Q1: 18,454 shares 18,454 $429K 0.07% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,563 shares; 2026Q1: 19,563 shares 19,563 $428K 0.07% 0 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: 704 shares; 2024Q4: 705 shares; 2025Q1: 846 shares; 2025Q2: 862 shares; 2025Q3: 1,097 shares; 2025Q4: 1,047 shares; 2026Q1: 989 shares 989 $428K 0.07% -58 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,420 shares; 2026Q1: 20,420 shares 20,420 $427K 0.07% 0 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 146 shares; 2026Q1: 101 shares 101 $425K 0.07% -45 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: 584 shares; 2024Q4: 2,534 shares; 2025Q1: 2,475 shares; 2025Q2: 2,521 shares; 2025Q3: 2,452 shares; 2025Q4: 2,518 shares; 2026Q1: 2,233 shares 2,233 $417K 0.07% -285 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: 2,089 shares 2,089 $412K 0.07% new 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 145 shares; 2025Q2: 162 shares; 2025Q3: 1,247 shares; 2025Q4: 1,255 shares; 2026Q1: 1,275 shares 1,275 $409K 0.07% +20 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: 9,058 shares; 2024Q4: 7,396 shares; 2025Q1: 7,496 shares; 2025Q2: 12,592 shares; 2025Q3: 11,296 shares; 2025Q4: 11,296 shares; 2026Q1: 10,800 shares 10,800 $409K 0.07% -496 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: 3,046 shares; 2024Q4: 3,070 shares; 2025Q1: 3,093 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 3,250 shares; 2026Q1: 3,041 shares 3,041 $385K 0.06% -209 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: 890 shares; 2024Q4: 8,605 shares; 2025Q1: 8,324 shares; 2025Q2: 10,628 shares; 2025Q3: 9,120 shares; 2025Q4: 8,239 shares; 2026Q1: 7,762 shares 7,762 $378K 0.06% -477 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: 11 shares; 2024Q4: 1,941 shares; 2025Q1: 1,418 shares; 2025Q2: 1,102 shares; 2025Q3: 1,064 shares; 2025Q4: 1,411 shares; 2026Q1: 1,391 shares 1,391 $370K 0.06% -20 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares 1,308 $368K 0.06% 0 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: 1,832 shares; 2024Q4: 5,907 shares; 2025Q1: 5,906 shares; 2025Q2: 6,190 shares; 2025Q3: 5,673 shares; 2025Q4: 4,640 shares; 2026Q1: 3,994 shares 3,994 $358K 0.06% -646 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 700 shares; 2025Q2: 689 shares; 2025Q3: 545 shares; 2025Q4: 3,497 shares; 2026Q1: 3,016 shares 3,016 $356K 0.06% -481 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: 3,509 shares; 2024Q4: 3,337 shares; 2025Q1: 3,150 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares 2,705 $354K 0.06% 0 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: 37 shares; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $353K 0.06% 0 Timeline IFLN 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: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 19,639 shares; 2025Q4: 19,639 shares; 2026Q1: 19,639 shares 19,639 $352K 0.06% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,833 shares; 2025Q3: 4,833 shares; 2025Q4: 5,834 shares; 2026Q1: 6,338 shares 6,338 $352K 0.06% +504 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: 238 shares; 2024Q4: 279 shares; 2025Q1: 131 shares; 2025Q2: 510 shares; 2025Q3: 516 shares; 2025Q4: 769 shares; 2026Q1: 944 shares 944 $351K 0.06% +175 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: 4,308 shares; 2024Q4: 5,106 shares; 2025Q1: 5,329 shares; 2025Q2: 7,575 shares; 2025Q3: 7,418 shares; 2025Q4: 4,820 shares; 2026Q1: 4,205 shares 4,205 $347K 0.06% -615 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: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,551 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares 2,610 $347K 0.06% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,904 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares 3,149 $345K 0.06% 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: 1,503 shares; 2024Q4: 1,503 shares; 2025Q1: 1,514 shares; 2025Q2: 1,651 shares; 2025Q3: 1,548 shares; 2025Q4: 1,521 shares; 2026Q1: 1,426 shares 1,426 $337K 0.05% -95 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 12,678 shares; 2025Q1: 12,678 shares; 2025Q2: 12,678 shares; 2025Q3: 12,678 shares; 2025Q4: 12,678 shares; 2026Q1: 12,678 shares 12,678 $325K 0.05% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,199 shares; 2025Q1: 1,275 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,268 shares; 2026Q1: 3,268 shares 3,268 $324K 0.05% 0 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares 1,508 $310K 0.05% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $309K 0.05% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,455 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares 2,513 $309K 0.05% 0 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 644 shares; 2025Q4: 624 shares; 2026Q1: 714 shares 714 $307K 0.05% +90 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: 4,024 shares; 2024Q4: 4,032 shares; 2025Q1: 4,098 shares; 2025Q2: 4,284 shares; 2025Q3: 4,293 shares; 2025Q4: 4,127 shares; 2026Q1: 4,134 shares 4,134 $295K 0.05% +7 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,612 shares; 2026Q1: 5,562 shares 5,562 $294K 0.05% -50 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: not reported; 2024Q4: 2,020 shares; 2025Q1: 2,157 shares; 2025Q2: 2,352 shares; 2025Q3: 2,274 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares 1,714 $290K 0.05% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,295 shares; 2024Q4: 8,866 shares; 2025Q1: 8,866 shares; 2025Q2: 8,866 shares; 2025Q3: 8,866 shares; 2025Q4: 8,866 shares; 2026Q1: 8,866 shares 8,866 $289K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 1,474 shares; 2025Q3: 1,262 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $280K 0.05% 0 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: 1,754 shares; 2024Q4: 1,757 shares; 2025Q1: 1,770 shares; 2025Q2: 1,968 shares; 2025Q3: 1,914 shares; 2025Q4: 1,892 shares; 2026Q1: 1,894 shares 1,894 $275K 0.04% +2 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $275K 0.04% 0 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: 15 shares; 2025Q3: 258 shares; 2025Q4: 173 shares; 2026Q1: 3,330 shares 3,330 $264K 0.04% +3,157 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,722 shares; 2025Q1: 6,722 shares; 2025Q2: 6,722 shares; 2025Q3: 6,722 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares 6,725 $256K 0.04% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 3,277 shares; 2025Q1: 3,713 shares; 2025Q2: 10,709 shares; 2025Q3: 9,271 shares; 2025Q4: 8,151 shares; 2026Q1: 6,912 shares 6,912 $254K 0.04% -1,239 Timeline HDV 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: 1,806 shares; 2024Q4: 1,824 shares; 2025Q1: 1,836 shares; 2025Q2: 1,851 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares 1,865 $253K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,680 shares; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares 2,579 $250K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares 1,643 $249K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,627 shares; 2025Q3: 2,627 shares; 2025Q4: 2,122 shares; 2026Q1: 1,967 shares 1,967 $245K 0.04% -155 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113 shares; 2024Q4: 2,659 shares; 2025Q1: 2,792 shares; 2025Q2: 2,823 shares; 2025Q3: 2,776 shares; 2025Q4: 2,515 shares; 2026Q1: 2,632 shares 2,632 $238K 0.04% +117 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,650 shares; 2025Q4: 4,650 shares; 2026Q1: 4,650 shares 4,650 $234K 0.04% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $226K 0.04% 0 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: 8,454 shares; 2024Q4: 8,444 shares; 2025Q1: 8,878 shares; 2025Q2: 11,306 shares; 2025Q3: 10,635 shares; 2025Q4: 7,756 shares; 2026Q1: 7,756 shares 7,756 $225K 0.04% 0 Timeline FDHY 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: not reported; 2025Q2: 155 shares; 2025Q3: 3,343 shares; 2025Q4: 4,614 shares; 2026Q1: 4,614 shares 4,614 $224K 0.04% 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: 400 shares; 2025Q2: 3,048 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $224K 0.04% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,151 shares; 2026Q1: 10,719 shares 10,719 $219K 0.04% -432 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,196 shares; 2026Q1: 11,714 shares 11,714 $219K 0.04% -482 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,567 shares; 2026Q1: 13,041 shares 13,041 $218K 0.04% -526 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: 213 shares; 2024Q4: 211 shares; 2025Q1: 679 shares; 2025Q2: 2,319 shares; 2025Q3: 2,102 shares; 2025Q4: 1,273 shares; 2026Q1: 1,122 shares 1,122 $218K 0.04% -151 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: 4,500 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares; 2025Q4: 3,830 shares; 2026Q1: 3,830 shares 3,830 $218K 0.04% 0 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,274 shares 10,274 $217K 0.04% -426 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: 672 shares; 2024Q4: 672 shares; 2025Q1: 703 shares; 2025Q2: 807 shares; 2025Q3: 757 shares; 2025Q4: 763 shares; 2026Q1: 757 shares 757 $217K 0.04% -6 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,947 shares; 2024Q4: 15,866 shares; 2025Q1: 18,616 shares; 2025Q2: 18,503 shares; 2025Q3: 18,642 shares; 2025Q4: 18,643 shares; 2026Q1: 18,766 shares 18,766 $217K 0.04% +123 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: 1,303 shares; 2024Q4: 1,309 shares; 2025Q1: 1,406 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $216K 0.04% 0 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: 5,033 shares; 2024Q4: 5,037 shares; 2025Q1: 5,246 shares; 2025Q2: 5,994 shares; 2025Q3: 5,168 shares; 2025Q4: 5,006 shares; 2026Q1: 3,812 shares 3,812 $215K 0.03% -1,194 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 5,485 shares; 2025Q2: 5,000 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares; 2026Q1: 5,492 shares 5,492 $214K 0.03% +122 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,415 shares; 2026Q1: 2,438 shares 2,438 $210K 0.03% +23 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,687 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,651 shares; 2026Q1: 1,617 shares 1,617 $208K 0.03% -34 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: 444 shares; 2024Q4: 444 shares; 2025Q1: 1,010 shares; 2025Q2: 1,551 shares; 2025Q3: 985 shares; 2025Q4: 1,101 shares; 2026Q1: 1,060 shares 1,060 $208K 0.03% -41 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: 2,614 shares; 2024Q4: 2,614 shares; 2025Q1: 2,346 shares; 2025Q2: 2,765 shares; 2025Q3: 2,615 shares; 2025Q4: 2,580 shares; 2026Q1: 2,438 shares 2,438 $208K 0.03% -142 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: 8 shares; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 1,880 shares; 2025Q3: 1,217 shares; 2025Q4: 1,352 shares; 2026Q1: 1,398 shares 1,398 $206K 0.03% +46 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 787 shares; 2025Q2: 816 shares; 2025Q3: 763 shares; 2025Q4: 723 shares; 2026Q1: 723 shares 723 $205K 0.03% 0 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: 308 shares; 2024Q4: 63 shares; 2025Q1: 1,034 shares; 2025Q2: 63 shares; 2025Q3: 2,758 shares; 2025Q4: 2,721 shares; 2026Q1: 2,721 shares 2,721 $204K 0.03% 0 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: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 4,351 shares; 2025Q3: 3,567 shares; 2025Q4: 3,381 shares; 2026Q1: 2,252 shares 2,252 $204K 0.03% -1,129 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 307 shares; 2026Q1: 185 shares 185 $197K 0.03% -122 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: 111 shares; 2025Q1: 756 shares; 2025Q2: 852 shares; 2025Q3: 873 shares; 2025Q4: 1,278 shares; 2026Q1: 1,330 shares 1,330 $195K 0.03% +52 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 727 shares; 2025Q2: 947 shares; 2025Q3: 948 shares; 2025Q4: 928 shares; 2026Q1: 937 shares 937 $184K 0.03% +9 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: 5,844 shares; 2024Q4: 5,837 shares; 2025Q1: 6,142 shares; 2025Q2: 7,074 shares; 2025Q3: 7,191 shares; 2025Q4: 6,404 shares; 2026Q1: 6,385 shares 6,385 $183K 0.03% -19 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $181K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946 $179K 0.03% 0 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: 3,100 shares; 2024Q4: 3,049 shares; 2025Q1: 3,024 shares; 2025Q2: 3,149 shares; 2025Q3: 3,220 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares 3,166 $177K 0.03% 0 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: 3,958 shares; 2024Q4: 3,958 shares; 2025Q1: 4,158 shares; 2025Q2: 4,105 shares; 2025Q3: 3,981 shares; 2025Q4: 3,369 shares; 2026Q1: 3,045 shares 3,045 $176K 0.03% -324 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: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $172K 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $170K 0.03% 0 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: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 856 shares; 2025Q3: 1,301 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares 1,272 $168K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares; 2026Q1: 5,756 shares 5,756 $168K 0.03% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,132 shares; 2025Q1: 2,356 shares; 2025Q2: 2,978 shares; 2025Q3: 2,591 shares; 2025Q4: 2,551 shares; 2026Q1: 2,573 shares 2,573 $166K 0.03% +22 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,800 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $166K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 2,307 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $157K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,066 shares; 2025Q4: 871 shares; 2026Q1: 811 shares 811 $156K 0.03% -60 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: not reported; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 130 shares; 2025Q3: 113 shares; 2025Q4: 135 shares; 2026Q1: 113 shares 113 $149K 0.02% -22 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,927 shares 1,927 $147K 0.02% new 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: 3,708 shares; 2024Q4: 3,720 shares; 2025Q1: 2,718 shares; 2025Q2: 3,311 shares; 2025Q3: 2,713 shares; 2025Q4: 2,437 shares; 2026Q1: 2,423 shares 2,423 $147K 0.02% -14 Timeline IDV 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: 1,636 shares; 2025Q3: 2,180 shares; 2025Q4: 2,729 shares; 2026Q1: 3,425 shares 3,425 $146K 0.02% +696 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares 2,131 $142K 0.02% 0 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: 2,983 shares; 2024Q4: 2,983 shares; 2025Q1: 3,748 shares; 2025Q2: 3,215 shares; 2025Q3: 3,189 shares; 2025Q4: 2,798 shares; 2026Q1: 2,802 shares 2,802 $141K 0.02% +4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 218 shares; 2026Q1: 415 shares 415 $140K 0.02% +197 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 567 shares; 2025Q2: 592 shares; 2025Q3: 559 shares; 2025Q4: 690 shares; 2026Q1: 667 shares 667 $140K 0.02% -23 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 125 shares; 2026Q1: 128 shares 128 $140K 0.02% +3 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 546 shares; 2025Q1: 547 shares; 2025Q2: 563 shares; 2025Q3: 564 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $137K 0.02% 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: 10,001 shares; 2024Q4: 6,274 shares; 2025Q1: 5,049 shares; 2025Q2: 4,315 shares; 2025Q3: 3,201 shares; 2025Q4: 3,017 shares; 2026Q1: 3,099 shares 3,099 $137K 0.02% +82 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: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $136K 0.02% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 82 shares; 2025Q3: 1,882 shares; 2025Q4: 1,882 shares; 2026Q1: 1,882 shares 1,882 $135K 0.02% 0 Timeline DWX 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 2,907 shares 2,907 $133K 0.02% 0 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: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $132K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,442 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 2,843 shares 2,843 $130K 0.02% -378 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,300 shares; 2025Q2: 2,366 shares; 2025Q3: 1,716 shares; 2025Q4: 1,603 shares; 2026Q1: 1,603 shares 1,603 $128K 0.02% 0 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: 314 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $124K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $122K 0.02% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 336 shares; 2025Q2: 438 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $120K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 278 shares; 2025Q3: 275 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $120K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 6,029 shares; 2025Q1: 5,802 shares; 2025Q2: 6,192 shares; 2025Q3: 4,335 shares; 2025Q4: 3,291 shares; 2026Q1: 2,279 shares 2,279 $119K 0.02% -1,012 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares 1,367 $118K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 752 shares; 2025Q3: 715 shares; 2025Q4: 468 shares; 2026Q1: 405 shares 405 $118K 0.02% -63 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: 2,723 shares; 2024Q4: 2,733 shares; 2025Q1: 2,745 shares; 2025Q2: 2,834 shares; 2025Q3: 2,914 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares 2,842 $117K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 30 shares; 2025Q1: 480 shares; 2025Q2: 795 shares; 2025Q3: 840 shares; 2025Q4: 593 shares; 2026Q1: 668 shares 668 $116K 0.02% +75 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 3,372 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,628 shares 2,628 $115K 0.02% -372 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: 137 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 105 shares; 2025Q4: 280 shares; 2026Q1: 176 shares 176 $114K 0.02% -104 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,609 shares; 2025Q1: 2,609 shares; 2025Q2: 3,887 shares; 2025Q3: 3,122 shares; 2025Q4: 3,023 shares; 2026Q1: 1,682 shares 1,682 $114K 0.02% -1,341 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,078 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 693 shares; 2026Q1: 693 shares 693 $114K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $111K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $111K 0.02% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,012 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares 2,361 $110K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 1,334 shares; 2025Q2: 1,537 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,544 shares 1,544 $108K 0.02% +131 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: 964 shares; 2024Q4: 1,094 shares; 2025Q1: 270 shares; 2025Q2: 583 shares; 2025Q3: 552 shares; 2025Q4: 375 shares; 2026Q1: 305 shares 305 $107K 0.02% -70 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: 19,972 shares; 2024Q4: 19,856 shares; 2025Q1: 10,506 shares; 2025Q2: 10,839 shares; 2025Q3: 1,246 shares; 2025Q4: 1,206 shares; 2026Q1: 1,184 shares 1,184 $103K 0.02% -22 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: 110 shares; 2025Q2: 922 shares; 2025Q3: 888 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $102K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,191 shares; 2024Q4: 3,483 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,483 shares 3,483 $101K 0.02% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,244 shares; 2025Q4: 5,249 shares; 2026Q1: 5,330 shares 5,330 $100K 0.02% +81 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $100K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: 1,017 shares; 2025Q4: 1,099 shares; 2026Q1: 1,103 shares 1,103 $98.5K 0.02% +4 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 416 shares; 2025Q3: 650 shares; 2025Q4: 1,037 shares; 2026Q1: 1,273 shares 1,273 $97.4K 0.02% +236 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares; 2026Q1: 1,257 shares 1,257 $95.7K 0.02% -225 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 108 shares; 2025Q2: 105 shares; 2025Q3: 80 shares; 2025Q4: 70 shares; 2026Q1: 65 shares 65 $95.7K 0.02% -5 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $95.5K 0.02% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 11,229 shares; 2025Q1: 11,964 shares; 2025Q2: 11,507 shares; 2025Q3: 11,545 shares; 2025Q4: 11,229 shares; 2026Q1: 5,494 shares 5,494 $94.6K 0.02% -5,735 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares 1,064 $94.4K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,112 shares; 2025Q1: 1,116 shares; 2025Q2: 276 shares; 2025Q3: 277 shares; 2025Q4: 574 shares; 2026Q1: 574 shares 574 $94.1K 0.02% 0 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: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 487 shares; 2025Q3: 4,254 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares 2,246 $93.5K 0.02% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $93.2K 0.02% 0 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: 17 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 205 shares; 2026Q1: 238 shares 238 $92.9K 0.02% +33 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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 428 shares; 2025Q3: 326 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $92.7K 0.02% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,000 shares; 2025Q1: 1,026 shares; 2025Q2: 1,016 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $91.7K 0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,659 shares; 2024Q4: 18,120 shares; 2025Q1: 17,902 shares; 2025Q2: 18,344 shares; 2025Q3: 17,519 shares; 2025Q4: 17,320 shares; 2026Q1: 6,503 shares 6,503 $91.6K 0.01% -10,817 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $87.8K 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 99 shares; 2025Q3: 98 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $84.6K 0.01% 0 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: not reported; 2024Q4: 520 shares; 2025Q1: 720 shares; 2025Q2: 820 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 550 shares 550 $84K 0.01% -146 Timeline IEI 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: 701 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $83.1K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,424 shares; 2025Q3: 762 shares; 2025Q4: 747 shares; 2026Q1: 1,739 shares 1,739 $81.6K 0.01% +992 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: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,958 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,257 shares; 2026Q1: 707 shares 707 $80.2K 0.01% -1,550 Timeline SPTL 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: 256 shares; 2024Q4: 4,517 shares; 2025Q1: 6,612 shares; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 3,012 shares 3,012 $79.2K 0.01% -24 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 541 shares; 2025Q1: 579 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 661 shares; 2026Q1: 661 shares 661 $78.4K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 472 shares; 2025Q2: 468 shares; 2025Q3: 471 shares; 2025Q4: 511 shares; 2026Q1: 503 shares 503 $78.2K 0.01% -8 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: 1,054 shares; 2024Q4: 1,064 shares; 2025Q1: 1,575 shares; 2025Q2: 1,637 shares; 2025Q3: 1,647 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares 1,591 $78K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,756 shares; 2025Q3: 1,500 shares; 2025Q4: 2,205 shares; 2026Q1: 1,888 shares 1,888 $76K 0.01% -317 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $74.1K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,393 shares; 2025Q2: 2,578 shares; 2025Q3: 2,269 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares 2,181 $73.1K 0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 2,180 shares; 2025Q3: 1,494 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares 1,438 $72.4K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 346 shares; 2025Q2: 550 shares; 2025Q3: 540 shares; 2025Q4: 516 shares; 2026Q1: 445 shares 445 $72.3K 0.01% -71 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: 1,164 shares; 2024Q4: 1,176 shares; 2025Q1: 1,389 shares; 2025Q2: 1,527 shares; 2025Q3: 1,416 shares; 2025Q4: 1,428 shares; 2026Q1: 1,304 shares 1,304 $72K 0.01% -124 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: 137 shares; 2024Q4: 234 shares; 2025Q1: 164 shares; 2025Q2: 173 shares; 2025Q3: 132 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $71.9K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $71.9K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 537 shares; 2025Q2: 854 shares; 2025Q3: 722 shares; 2025Q4: 709 shares; 2026Q1: 333 shares 333 $71.6K 0.01% -376 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 683 shares; 2025Q3: 644 shares; 2025Q4: 614 shares; 2026Q1: 614 shares 614 $70.6K 0.01% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,463 shares; 2025Q2: 4,359 shares; 2025Q3: 4,507 shares; 2025Q4: 5,098 shares; 2026Q1: 4,663 shares 4,663 $69.4K 0.01% -435 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $69.3K 0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $68.6K 0.01% 0 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: 754 shares; 2024Q4: 133 shares; 2025Q1: 172 shares; 2025Q2: 263 shares; 2025Q3: 253 shares; 2025Q4: 258 shares; 2026Q1: 233 shares 233 $68.2K 0.01% -25 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 376 shares; 2025Q2: 813 shares; 2025Q3: 717 shares; 2025Q4: 615 shares; 2026Q1: 485 shares 485 $67.6K 0.01% -130 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $66.7K 0.01% 0 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 335 shares; 2025Q3: 454 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $66.3K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $65.2K 0.01% 0 Timeline ACWX 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: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $64K 0.01% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $64K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,677 shares; 2025Q1: 3,677 shares; 2025Q2: 4,256 shares; 2025Q3: 3,547 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $64K 0.01% 0 Timeline ENTA ENANTA PHARMACEUTICALS INC More: the full row for ENANTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 5,064 shares; 2025Q1: 5,064 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares; 2025Q4: 5,064 shares; 2026Q1: 5,064 shares 5,064 $64K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 272 shares; 2025Q2: 894 shares; 2025Q3: 567 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $62.1K 0.01% 0 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: 1,003 shares; 2024Q4: 1,006 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $62.1K 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: not reported; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,951 shares; 2025Q3: 3,719 shares; 2025Q4: 2,721 shares; 2026Q1: 980 shares 980 $61.5K 0.01% -1,741 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 78 shares; 2025Q2: 381 shares; 2025Q3: 406 shares; 2025Q4: 1,069 shares; 2026Q1: 931 shares 931 $61.4K 0.01% -138 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,337 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $60.9K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 857 shares; 2025Q2: 786 shares; 2025Q3: 805 shares; 2025Q4: 460 shares; 2026Q1: 331 shares 331 $59.6K 0.01% -129 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: not reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: 779 shares; 2025Q3: 744 shares; 2025Q4: 869 shares; 2026Q1: 821 shares 821 $59.4K 0.01% -48 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: 166 shares; 2024Q4: 1,044 shares; 2025Q1: 1,030 shares; 2025Q2: 941 shares; 2025Q3: 480 shares; 2025Q4: 548 shares; 2026Q1: 391 shares 391 $58.6K 0.01% -157 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 996 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603 $58.6K 0.01% 0 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: 60 shares; 2025Q1: 50 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $58.3K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 2,861 shares; 2025Q3: 2,320 shares; 2025Q4: 2,226 shares; 2026Q1: 1,251 shares 1,251 $57.5K 0.01% -975 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: 330 shares; 2025Q1: 448 shares; 2025Q2: 400 shares; 2025Q3: 280 shares; 2025Q4: 261 shares; 2026Q1: 266 shares 266 $56.8K 0.01% +5 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: 4,825 shares; 2024Q4: 4,855 shares; 2025Q1: 4,807 shares; 2025Q2: 4,723 shares; 2025Q3: 4,122 shares; 2025Q4: 19,549 shares; 2026Q1: 533 shares 533 $55.7K 0.01% -19,016 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 799 shares 799 $54.4K 0.01% +277 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $54.3K 0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 767 shares; 2025Q2: 792 shares; 2025Q3: 779 shares; 2025Q4: 734 shares; 2026Q1: 734 shares 734 $52.7K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 287 shares; 2025Q1: 262 shares; 2025Q2: 213 shares; 2025Q3: 143 shares; 2025Q4: 431 shares; 2026Q1: 434 shares 434 $52.6K 0.01% +3 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $52.2K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 733 shares; 2025Q1: 782 shares; 2025Q2: 826 shares; 2025Q3: 734 shares; 2025Q4: 953 shares; 2026Q1: 924 shares 924 $51.1K 0.01% -29 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 1,054 shares; 2025Q3: 811 shares; 2025Q4: 709 shares; 2026Q1: 626 shares 626 $50.9K 0.01% -83 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 462 shares; 2025Q3: 463 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $50.6K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 185 shares; 2025Q2: 193 shares; 2025Q3: 233 shares; 2025Q4: 235 shares; 2026Q1: 265 shares 265 $50.3K 0.01% +30 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 210 shares; 2025Q2: 60 shares; 2025Q3: 142 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $50.1K 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 207 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $49.5K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $49K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 335 shares; 2025Q1: 264 shares; 2025Q2: 270 shares; 2025Q3: 271 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $48.1K 0.01% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,897 shares 1,897 $47.9K 0.01% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $47.4K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 313 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $47.2K 0.01% 0 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 210 shares; 2026Q1: 196 shares 196 $46.9K 0.01% -14 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 210 shares; 2025Q2: 215 shares; 2025Q3: 218 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $46.6K 0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 2,009 shares 2,009 $46K 0.01% +708 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 2,045 shares 2,045 $45.9K 0.01% +721 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 71 shares; 2025Q1: 82 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 210 shares; 2026Q1: 219 shares 219 $45.3K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: 288 shares; 2025Q2: 514 shares; 2025Q3: 536 shares; 2025Q4: 474 shares; 2026Q1: 553 shares 553 $45.2K 0.01% +79 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 660 shares; 2025Q2: 1,236 shares; 2025Q3: 1,097 shares; 2025Q4: 744 shares; 2026Q1: 501 shares 501 $45.2K 0.01% -243 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 983 shares; 2026Q1: 983 shares 983 $45.1K 0.01% 0 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,954 shares 1,954 $44.8K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 76 shares; 2025Q2: 315 shares; 2025Q3: 313 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $43.8K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 915 shares; 2025Q2: 776 shares; 2025Q3: 729 shares; 2025Q4: 716 shares; 2026Q1: 702 shares 702 $43.4K 0.01% -14 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 6,312 shares; 2025Q1: 6,312 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 6,312 shares; 2026Q1: 1,631 shares 1,631 $43.1K 0.01% -4,681 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: 388 shares; 2024Q4: 391 shares; 2025Q1: 394 shares; 2025Q2: 403 shares; 2025Q3: 406 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $42.6K 0.01% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares 2,136 $42.1K 0.01% 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 349 shares; 2025Q2: 513 shares; 2025Q3: 357 shares; 2025Q4: 334 shares; 2026Q1: 201 shares 201 $41.8K 0.01% -133 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 405 shares; 2025Q2: 467 shares; 2025Q3: 456 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $41.6K 0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 39 shares; 2025Q3: 309 shares; 2025Q4: 540 shares; 2026Q1: 662 shares 662 $41.3K 0.01% +122 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 361 shares; 2025Q3: 301 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $40.7K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 793 shares; 2025Q4: 1,192 shares; 2026Q1: 834 shares 834 $40.3K 0.01% -358 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: 128 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $40.3K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,172 shares; 2025Q1: 1,253 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,239 shares; 2026Q1: 1,451 shares 1,451 $39.8K 0.01% +212 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: 285 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $39.8K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 447 shares; 2025Q4: 515 shares; 2026Q1: 521 shares 521 $39.2K 0.01% +6 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $38.6K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $38.4K 0.01% 0 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,663 shares; 2025Q3: 3,218 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $38.2K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 36 shares; 2025Q2: 55 shares; 2025Q3: 51 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $38.1K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 720 shares; 2025Q2: 1,117 shares; 2025Q3: 1,062 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $37.8K 0.01% 0 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $37.7K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $37.4K 0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 1,384 shares; 2026Q1: 1,384 shares 1,384 $37.1K 0.01% 0 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $36.8K 0.01% 0 Timeline MGV 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: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $36.7K 0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 472 shares; 2026Q1: 472 shares 472 $36.6K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $36.2K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,405 shares; 2025Q1: 4,349 shares; 2025Q2: 3,449 shares; 2025Q3: 4,488 shares; 2025Q4: 3,828 shares; 2026Q1: 1,610 shares 1,610 $36.2K 0.01% -2,218 Timeline IGM 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: 300 shares; 2026Q1: 300 shares 300 $35.6K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $35.3K 0.01% 0 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $34.6K 0.01% 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: 62 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 106 shares; 2025Q3: 113 shares; 2025Q4: 90 shares; 2026Q1: 253 shares 253 $33.4K 0.01% +163 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: 353 shares; 2024Q4: 355 shares; 2025Q1: 358 shares; 2025Q2: 377 shares; 2025Q3: 380 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $33.4K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 128 shares; 2025Q4: 461 shares; 2026Q1: 459 shares 459 $31.8K 0.01% -2 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $31.8K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,371 shares; 2024Q4: 29,709 shares; 2025Q1: 29,620 shares; 2025Q2: 29,409 shares; 2025Q3: 438 shares; 2025Q4: 528 shares; 2026Q1: 618 shares 618 $31.8K 0.01% +90 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 349 shares; 2025Q2: 439 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 128 shares 128 $31.7K 0.01% -266 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 499 shares; 2025Q2: 472 shares; 2025Q3: 369 shares; 2025Q4: 456 shares; 2026Q1: 456 shares 456 $31.7K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 156 shares; 2025Q3: 173 shares; 2025Q4: 158 shares; 2026Q1: 152 shares 152 $31.5K 0.01% -6 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $31.2K 0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares 548 $31K 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 159 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $30.8K 0.01% 0 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: 17 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $30.8K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $30.7K 0.01% 0 Timeline PAVE 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: 604 shares 604 $30.7K 0.01% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $30.6K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares 1,334 $30.4K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $30.2K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 320 shares; 2025Q3: 147 shares; 2025Q4: 466 shares; 2026Q1: 810 shares 810 $30.1K <0.01% +344 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: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 606 shares 606 $29.9K <0.01% 0 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: 229 shares; 2025Q3: 229 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $29.9K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $29.6K <0.01% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares 1,329 $29.6K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 439 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares 727 $29K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 159 shares; 2025Q4: 130 shares; 2026Q1: 165 shares 165 $29K <0.01% +35 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 123 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $28.8K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 136 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $28.8K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 265 shares; 2026Q1: 265 shares 265 $28.7K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 97 shares; 2025Q3: 78 shares; 2025Q4: 71 shares; 2026Q1: 54 shares 54 $28.2K <0.01% -17 Timeline ITA 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: 129 shares 129 $28.2K <0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $27.9K <0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 246 shares; 2025Q3: 126 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $27.7K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 387 shares; 2025Q3: 298 shares; 2025Q4: 290 shares; 2026Q1: 133 shares 133 $27.7K <0.01% -157 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $27.6K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 160 shares; 2025Q3: 218 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $27K <0.01% 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: 1,211 shares; 2024Q4: 1,216 shares; 2025Q1: 1,256 shares; 2025Q2: 475 shares; 2025Q3: 433 shares; 2025Q4: 435 shares; 2026Q1: 274 shares 274 $27K <0.01% -161 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: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $26.5K <0.01% 0 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $26.2K <0.01% 0 Timeline HEDJ 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $26.1K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 214 shares; 2025Q1: 227 shares; 2025Q2: 242 shares; 2025Q3: 228 shares; 2025Q4: 246 shares; 2026Q1: 396 shares 396 $25.9K <0.01% +150 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 543 shares; 2025Q3: 524 shares; 2025Q4: 397 shares; 2026Q1: 397 shares 397 $25.8K <0.01% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 871 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $25.6K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 1,256 shares; 2025Q4: 742 shares; 2026Q1: 742 shares 742 $25.6K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 162 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 156 shares 156 $25.5K <0.01% +56 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: 335 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 383 shares; 2026Q1: 354 shares 354 $25.4K <0.01% -29 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 83 shares; 2025Q2: 108 shares; 2025Q3: 124 shares; 2025Q4: 104 shares; 2026Q1: 130 shares 130 $25.4K <0.01% +26 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $25K <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $24.9K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 492 shares; 2025Q2: 452 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 355 shares 355 $24.7K <0.01% +3 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $24.4K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 361 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $24.1K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 27 shares; 2025Q3: 28 shares; 2025Q4: 152 shares; 2026Q1: 193 shares 193 $24.1K <0.01% +41 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: 289 shares; 2024Q4: 289 shares; 2025Q1: 288 shares; 2025Q2: 312 shares; 2025Q3: 311 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $24K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 247 shares; 2026Q1: 513 shares 513 $23.8K <0.01% +266 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $23.7K <0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103 shares; 2025Q3: 388 shares; 2025Q4: 450 shares; 2026Q1: 225 shares 225 $23.3K <0.01% -225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $23.3K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,676 shares; 2025Q3: 1,611 shares; 2025Q4: 784 shares; 2026Q1: 523 shares 523 $23.2K <0.01% -261 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: 158 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 127 shares; 2025Q3: 166 shares; 2025Q4: 131 shares; 2026Q1: 323 shares 323 $23K <0.01% +192 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $22.7K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 342 shares; 2025Q3: 495 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417 $22.6K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $22.5K <0.01% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 222 shares; 2025Q3: 275 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $22.4K <0.01% 0 Timeline SCHM 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: 241 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares 723 $22.4K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 42 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $22.3K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: 109 shares; 2025Q4: 119 shares; 2026Q1: 124 shares 124 $22.3K <0.01% +5 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 252 shares 252 $22.3K <0.01% +221 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 251 shares; 2025Q1: 287 shares; 2025Q2: 306 shares; 2025Q3: 309 shares; 2025Q4: 333 shares; 2026Q1: 368 shares 368 $22.1K <0.01% +35 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 855 shares 855 $22.1K <0.01% -135 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 39 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $21.7K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 143 shares; 2026Q1: 50 shares 50 $21.7K <0.01% -93 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: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 403 shares; 2025Q3: 314 shares; 2025Q4: 316 shares; 2026Q1: 159 shares 159 $21.6K <0.01% -157 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 54 shares; 2025Q2: 263 shares; 2025Q3: 133 shares; 2025Q4: 123 shares; 2026Q1: 98 shares 98 $21.2K <0.01% -25 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: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $21K <0.01% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 205 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $20.7K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares 219 $20.5K <0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 321 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares 218 $20.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 546 shares; 2025Q3: 120 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $20.1K <0.01% 0 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: 44 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 1,031 shares; 2025Q3: 1,200 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $20.1K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 574 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $20K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $19.9K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 520 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $19.7K <0.01% 0 Timeline LDRC 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: 765 shares 765 $19.3K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $19.3K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 97 shares; 2026Q1: 43 shares 43 $19.1K <0.01% -54 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $19K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 588 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $19K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 315 shares; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $18.9K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 80 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $18.8K <0.01% 0 Timeline ICVT 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: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $18.8K <0.01% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $18.7K <0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $18.7K <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: 171 shares; 2024Q4: 171 shares; 2025Q1: 195 shares; 2025Q2: 228 shares; 2025Q3: 193 shares; 2025Q4: 158 shares; 2026Q1: 86 shares 86 $18.6K <0.01% -72 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 254 shares; 2026Q1: 321 shares 321 $18.5K <0.01% +67 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $18.5K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 84 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 88 shares 88 $18.2K <0.01% +5 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 141 shares; 2025Q2: 153 shares; 2025Q3: 151 shares; 2025Q4: 133 shares; 2026Q1: 65 shares 65 $18.2K <0.01% -68 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 760 shares 760 $18.1K <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: 59 shares; 2024Q4: 59 shares; 2025Q1: 129 shares; 2025Q2: 175 shares; 2025Q3: 132 shares; 2025Q4: 128 shares; 2026Q1: 85 shares 85 $18K <0.01% -43 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $17.9K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 732 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $17.8K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $17.8K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL 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: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $17.2K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 3,844 shares; 2025Q1: 4,430 shares; 2025Q2: 5,339 shares; 2025Q3: 5,439 shares; 2025Q4: 835 shares; 2026Q1: 515 shares 515 $17.1K <0.01% -320 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 207 shares; 2026Q1: 172 shares 172 $16.9K <0.01% -35 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 84 shares; 2025Q4: 87 shares; 2026Q1: 88 shares 88 $16.7K <0.01% +1 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 2 shares; 2025Q3: 73 shares; 2025Q4: 110 shares; 2026Q1: 117 shares 117 $16.6K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 467 shares; 2025Q3: 169 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $16.6K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $16.5K <0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $16.5K <0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL 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: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 521 shares 521 $16.4K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $16.2K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 313 shares; 2025Q3: 364 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $15.9K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 65 shares; 2025Q2: 131 shares; 2025Q3: 129 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $15.8K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 247 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $15.8K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 62 shares; 2025Q3: 95 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $15.8K <0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $15.8K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $15.7K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $15.6K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 37 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $15.6K <0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE 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: 45 shares; 2026Q1: 45 shares 45 $15.3K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $15.2K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 739 shares; 2025Q2: 753 shares; 2025Q3: 432 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $15.1K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 111 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $14.9K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 742 shares; 2026Q1: 742 shares 742 $14.9K <0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $14.8K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $14.7K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 804 shares; 2025Q2: 415 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 867 shares 867 $14.7K <0.01% -173 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 199 shares; 2026Q1: 169 shares 169 $14.7K <0.01% -30 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 267 shares; 2026Q1: 663 shares 663 $14.7K <0.01% +396 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $14.6K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $14.5K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207 shares; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 207 shares 207 $14.5K <0.01% -609 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 148 shares; 2025Q2: 169 shares; 2025Q3: 192 shares; 2025Q4: 105 shares; 2026Q1: 186 shares 186 $14.5K <0.01% +81 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 101 shares; 2025Q3: 173 shares; 2025Q4: 419 shares; 2026Q1: 493 shares 493 $14.5K <0.01% +74 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: 889 shares; 2024Q4: 887 shares; 2025Q1: 926 shares; 2025Q2: 935 shares; 2025Q3: 466 shares; 2025Q4: 76 shares; 2026Q1: 59 shares 59 $14.3K <0.01% -17 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 160 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $14.3K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 75 shares; 2026Q1: 99 shares 99 $14.2K <0.01% +24 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 162 shares; 2025Q3: 16 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $14.1K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO 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: 70 shares; 2025Q3: 70 shares; 2025Q4: 289 shares; 2026Q1: 232 shares 232 $14K <0.01% -57 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $14K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 40 shares; 2025Q3: 75 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $14K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 204 shares; 2025Q3: 308 shares; 2025Q4: 236 shares; 2026Q1: 204 shares 204 $13.9K <0.01% -32 Timeline