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: 140,541 shares; 2024Q4: 118,299 shares; 2025Q1: 104,353 shares; 2025Q2: 94,702 shares; 2025Q3: 85,084 shares; 2025Q4: 85,709 shares; 2026Q1: 80,584 shares 80,584 $20.5M 6.04% -5,125 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: 68,810 shares; 2024Q4: 62,565 shares; 2025Q1: 55,442 shares; 2025Q2: 47,530 shares; 2025Q3: 42,232 shares; 2025Q4: 44,812 shares; 2026Q1: 43,021 shares 43,021 $15.9M 4.7% -1,791 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: 99,883 shares; 2024Q4: 87,746 shares; 2025Q1: 84,389 shares; 2025Q2: 73,130 shares; 2025Q3: 63,330 shares; 2025Q4: 59,699 shares; 2026Q1: 53,023 shares 53,023 $15.2M 4.49% -6,676 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: 81,393 shares; 2024Q4: 75,566 shares; 2025Q1: 54,890 shares; 2025Q2: 51,604 shares; 2025Q3: 46,869 shares; 2025Q4: 46,140 shares; 2026Q1: 35,713 shares 35,713 $10.5M 3.1% -10,427 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: 82,229 shares; 2024Q4: 80,257 shares; 2025Q1: 68,103 shares; 2025Q2: 71,509 shares; 2025Q3: 64,616 shares; 2025Q4: 68,733 shares; 2026Q1: 58,800 shares 58,800 $9.98M 2.94% -9,933 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: 60,171 shares; 2024Q4: 57,736 shares; 2025Q1: 48,963 shares; 2025Q2: 45,441 shares; 2025Q3: 40,294 shares; 2025Q4: 41,010 shares; 2026Q1: 39,298 shares 39,298 $9.61M 2.84% -1,712 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: 135,715 shares; 2024Q4: 119,177 shares; 2025Q1: 99,992 shares; 2025Q2: 94,357 shares; 2025Q3: 83,084 shares; 2025Q4: 81,850 shares; 2026Q1: 66,417 shares 66,417 $8.25M 2.44% -15,433 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: 15,814 shares; 2024Q4: 16,138 shares; 2025Q1: 14,593 shares; 2025Q2: 13,238 shares; 2025Q3: 11,920 shares; 2025Q4: 8,796 shares; 2026Q1: 8,484 shares 8,484 $7.8M 2.3% -312 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: 3,062 shares; 2024Q4: 2,988 shares; 2025Q1: 18,091 shares; 2025Q2: 30,914 shares; 2025Q3: 27,109 shares; 2025Q4: 37,172 shares; 2026Q1: 36,120 shares 36,120 $7.52M 2.22% -1,052 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: 16,882 shares; 2024Q4: 16,989 shares; 2025Q1: 16,165 shares; 2025Q2: 15,654 shares; 2025Q3: 14,411 shares; 2025Q4: 14,704 shares; 2026Q1: 13,474 shares 13,474 $6.46M 1.91% -1,230 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: 54,959 shares; 2024Q4: 56,173 shares; 2025Q1: 54,216 shares; 2025Q2: 48,345 shares; 2025Q3: 42,653 shares; 2025Q4: 41,883 shares; 2026Q1: 40,171 shares 40,171 $6.42M 1.89% -1,712 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: 48,226 shares; 2024Q4: 45,495 shares; 2025Q1: 37,825 shares; 2025Q2: 37,052 shares; 2025Q3: 32,203 shares; 2025Q4: 32,529 shares; 2026Q1: 30,727 shares 30,727 $6.36M 1.88% -1,802 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: 43,985 shares; 2024Q4: 46,139 shares; 2025Q1: 55,213 shares; 2025Q2: 50,914 shares; 2025Q3: 44,320 shares; 2025Q4: 33,665 shares; 2026Q1: 31,010 shares 31,010 $6.31M 1.86% -2,655 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: 48,142 shares; 2024Q4: 41,285 shares; 2025Q1: 26,472 shares; 2025Q2: 25,118 shares; 2025Q3: 22,177 shares; 2025Q4: 23,068 shares; 2026Q1: 21,720 shares 21,720 $6.25M 1.84% -1,348 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: 111,423 shares; 2024Q4: 106,304 shares; 2025Q1: 88,214 shares; 2025Q2: 77,227 shares; 2025Q3: 67,848 shares; 2025Q4: 66,457 shares; 2026Q1: 61,748 shares 61,748 $5.96M 1.76% -4,709 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: 114,222 shares; 2024Q4: 107,362 shares; 2025Q1: 88,312 shares; 2025Q2: 76,180 shares; 2025Q3: 66,504 shares; 2025Q4: 64,064 shares; 2026Q1: 59,401 shares 59,401 $5.52M 1.63% -4,663 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,287 shares; 2024Q4: 42,595 shares; 2025Q1: 35,175 shares; 2025Q2: 31,197 shares; 2025Q3: 27,199 shares; 2025Q4: 25,666 shares; 2026Q1: 23,649 shares 23,649 $5.43M 1.6% -2,017 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: 15,828 shares; 2024Q4: 15,205 shares; 2025Q1: 12,402 shares; 2025Q2: 11,560 shares; 2025Q3: 9,917 shares; 2025Q4: 9,592 shares; 2026Q1: 8,807 shares 8,807 $5.32M 1.57% -785 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: 29,517 shares; 2024Q4: 29,158 shares; 2025Q1: 24,147 shares; 2025Q2: 21,291 shares; 2025Q3: 18,627 shares; 2025Q4: 17,443 shares; 2026Q1: 16,205 shares 16,205 $5.28M 1.56% -1,238 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: 31,301 shares; 2024Q4: 30,096 shares; 2025Q1: 24,817 shares; 2025Q2: 22,335 shares; 2025Q3: 19,498 shares; 2025Q4: 18,971 shares; 2026Q1: 17,879 shares 17,879 $5.28M 1.56% -1,092 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: 73,447 shares; 2024Q4: 70,386 shares; 2025Q1: 58,963 shares; 2025Q2: 50,709 shares; 2025Q3: 44,113 shares; 2025Q4: 45,746 shares; 2026Q1: 43,783 shares 43,783 $5.27M 1.55% -1,963 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: 71,282 shares; 2024Q4: 80,621 shares; 2025Q1: 77,679 shares; 2025Q2: 72,396 shares; 2025Q3: 63,837 shares; 2025Q4: 62,239 shares; 2026Q1: 48,403 shares 48,403 $5.24M 1.55% -13,836 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: 19,872 shares; 2024Q4: 21,150 shares; 2025Q1: 20,097 shares; 2025Q2: 18,706 shares; 2025Q3: 16,790 shares; 2025Q4: 17,223 shares; 2026Q1: 17,034 shares 17,034 $5.15M 1.52% -189 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: 70,449 shares; 2024Q4: 54,722 shares; 2025Q1: 41,363 shares; 2025Q2: 39,590 shares; 2025Q3: 33,819 shares; 2025Q4: 33,276 shares; 2026Q1: 31,074 shares 31,074 $5.11M 1.51% -2,202 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: 30,222 shares; 2024Q4: 27,801 shares; 2025Q1: 22,865 shares; 2025Q2: 19,891 shares; 2025Q3: 17,112 shares; 2025Q4: 16,853 shares; 2026Q1: 15,996 shares 15,996 $4.97M 1.47% -857 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: 84,258 shares; 2024Q4: 111,950 shares; 2025Q1: 112,622 shares; 2025Q2: 122,209 shares; 2025Q3: 155,939 shares; 2025Q4: 147,611 shares; 2026Q1: 138,792 shares 138,792 $4.88M 1.44% -8,819 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: 54,700 shares; 2024Q4: 50,901 shares; 2025Q1: 42,282 shares; 2025Q2: 38,401 shares; 2025Q3: 33,839 shares; 2025Q4: 34,472 shares; 2026Q1: 32,756 shares 32,756 $4.73M 1.4% -1,716 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: 13,526 shares; 2024Q4: 13,314 shares; 2025Q1: 13,280 shares; 2025Q2: 15,030 shares; 2025Q3: 14,934 shares; 2025Q4: 14,704 shares; 2026Q1: 14,665 shares 14,665 $4.7M 1.39% -39 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: 17,811 shares; 2024Q4: 18,561 shares; 2025Q1: 17,297 shares; 2025Q2: 16,914 shares; 2025Q3: 14,679 shares; 2025Q4: 13,987 shares; 2026Q1: 13,093 shares 13,093 $4.52M 1.33% -894 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: 115,051 shares; 2024Q4: 115,277 shares; 2025Q1: 93,624 shares; 2025Q2: 85,786 shares; 2025Q3: 74,965 shares; 2025Q4: 72,470 shares; 2026Q1: 72,824 shares 72,824 $4.46M 1.32% +354 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: 24,469 shares; 2024Q4: 24,672 shares; 2025Q1: 20,261 shares; 2025Q2: 19,685 shares; 2025Q3: 17,481 shares; 2025Q4: 16,336 shares; 2026Q1: 15,114 shares 15,114 $4.38M 1.29% -1,222 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: 73,851 shares; 2024Q4: 74,915 shares; 2025Q1: 71,882 shares; 2025Q2: 63,184 shares; 2025Q3: 57,846 shares; 2025Q4: 58,344 shares; 2026Q1: 55,959 shares 55,959 $4.34M 1.28% -2,385 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: 40,706 shares; 2024Q4: 42,517 shares; 2025Q1: 40,377 shares; 2025Q2: 41,175 shares; 2025Q3: 55,911 shares; 2025Q4: 52,902 shares; 2026Q1: 49,751 shares 49,751 $4.31M 1.27% -3,151 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,656 shares; 2024Q4: 27,799 shares; 2025Q1: 26,662 shares; 2025Q2: 23,773 shares; 2025Q3: 21,422 shares; 2025Q4: 21,076 shares; 2026Q1: 20,394 shares 20,394 $4.26M 1.26% -682 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: 2,314 shares; 2024Q4: 2,069 shares; 2025Q1: 3,757 shares; 2025Q2: 2,890 shares; 2025Q3: 2,579 shares; 2025Q4: 3,617 shares; 2026Q1: 7,383 shares 7,383 $4.22M 1.25% +3,766 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: 94 shares; 2024Q4: 114 shares; 2025Q1: 11,241 shares; 2025Q2: 11,783 shares; 2025Q3: 21,450 shares; 2025Q4: 19,626 shares; 2026Q1: 17,018 shares 17,018 $4.14M 1.22% -2,608 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,303 shares; 2024Q4: 41,335 shares; 2025Q1: 39,733 shares; 2025Q2: 35,294 shares; 2025Q3: 30,674 shares; 2025Q4: 29,560 shares; 2026Q1: 28,229 shares 28,229 $3.87M 1.14% -1,331 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,220 shares; 2024Q4: 45,941 shares; 2025Q1: 45,086 shares; 2025Q2: 43,936 shares; 2025Q3: 39,322 shares; 2025Q4: 38,934 shares; 2026Q1: 36,651 shares 36,651 $3.75M 1.11% -2,283 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: 116,536 shares; 2024Q4: 101,120 shares; 2025Q1: 90,400 shares; 2025Q2: 86,550 shares; 2025Q3: 76,699 shares; 2025Q4: 75,396 shares; 2026Q1: 71,366 shares 71,366 $3.58M 1.06% -4,030 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 28,615 shares; 2025Q4: 28,690 shares; 2026Q1: 27,428 shares 27,428 $3.53M 1.04% -1,262 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: 6,598 shares; 2024Q4: 5,269 shares; 2025Q1: 5,405 shares; 2025Q2: 5,415 shares; 2025Q3: 5,228 shares; 2025Q4: 17,023 shares; 2026Q1: 19,740 shares 19,740 $3.44M 1.02% +2,717 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: 16,235 shares; 2024Q4: 14,695 shares; 2025Q1: 14,448 shares; 2025Q2: 14,448 shares; 2025Q3: 13,773 shares; 2025Q4: 13,602 shares; 2026Q1: 13,658 shares 13,658 $3.31M 0.98% +56 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,599 shares; 2025Q1: 14,757 shares; 2025Q2: 14,522 shares; 2025Q3: 12,955 shares; 2025Q4: 12,526 shares; 2026Q1: 11,771 shares 11,771 $3.06M 0.9% -755 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,549 shares; 2024Q4: 62,799 shares; 2025Q1: 164,512 shares; 2025Q2: 150,914 shares; 2025Q3: 132,493 shares; 2025Q4: 127,262 shares; 2026Q1: 119,220 shares 119,220 $3.04M 0.9% -8,042 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,382 shares; 2024Q4: 85,644 shares; 2025Q1: 73,154 shares; 2025Q2: 36,711 shares; 2025Q3: 30,537 shares; 2025Q4: 29,476 shares; 2026Q1: 27,674 shares 27,674 $3.04M 0.9% -1,802 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: 34,020 shares; 2024Q4: 32,627 shares; 2025Q1: 26,656 shares; 2025Q2: 24,079 shares; 2025Q3: 20,882 shares; 2025Q4: 19,845 shares; 2026Q1: 18,668 shares 18,668 $3.03M 0.9% -1,177 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: 13,739 shares; 2024Q4: 21,009 shares; 2025Q1: 20,410 shares; 2025Q2: 19,256 shares; 2025Q3: 17,750 shares; 2025Q4: 18,521 shares; 2026Q1: 18,200 shares 18,200 $2.92M 0.86% -321 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: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,373 shares; 2026Q1: 6,251 shares 6,251 $2.71M 0.8% -122 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 755 shares; 2026Q1: 25,585 shares 25,585 $2.67M 0.79% +24,830 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: 43,487 shares; 2024Q4: 40,639 shares; 2025Q1: 33,289 shares; 2025Q2: 31,578 shares; 2025Q3: 27,583 shares; 2025Q4: 26,898 shares; 2026Q1: 24,979 shares 24,979 $2.64M 0.78% -1,919 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: 51,037 shares; 2024Q4: 49,702 shares; 2025Q1: 39,537 shares; 2025Q2: 35,047 shares; 2025Q3: 30,670 shares; 2025Q4: 28,588 shares; 2026Q1: 26,100 shares 26,100 $2.4M 0.71% -2,488 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: 22,582 shares; 2024Q4: 20,595 shares; 2025Q1: 16,611 shares; 2025Q2: 15,161 shares; 2025Q3: 12,249 shares; 2025Q4: 12,253 shares; 2026Q1: 11,406 shares 11,406 $2.26M 0.67% -847 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 52,985 shares; 2026Q1: 46,777 shares 46,777 $2.12M 0.62% -6,208 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,909 shares 1,909 $2.04M 0.6% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,578 shares; 2025Q1: 107,426 shares; 2025Q2: 95,185 shares; 2025Q3: 84,925 shares; 2025Q4: 77,410 shares; 2026Q1: 68,276 shares 68,276 $1.87M 0.55% -9,134 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: 12,980 shares; 2024Q4: 11,792 shares; 2025Q1: 11,992 shares; 2025Q2: 3,717 shares; 2025Q3: 3,530 shares; 2025Q4: 5,542 shares; 2026Q1: 6,001 shares 6,001 $1.86M 0.55% +459 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: 48,102 shares; 2024Q4: 47,094 shares; 2025Q1: 38,423 shares; 2025Q2: 37,263 shares; 2025Q3: 33,106 shares; 2025Q4: 15,454 shares; 2026Q1: 33,188 shares 33,188 $1.85M 0.55% +17,734 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: 4,304 shares; 2024Q4: 3,911 shares; 2025Q1: 3,871 shares; 2025Q2: 3,132 shares; 2025Q3: 2,877 shares; 2025Q4: 3,144 shares; 2026Q1: 3,002 shares 3,002 $1.48M 0.44% -142 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: 1,484 shares; 2024Q4: 1,372 shares; 2025Q1: 1,190 shares; 2025Q2: 3,785 shares; 2025Q3: 3,317 shares; 2025Q4: 4,211 shares; 2026Q1: 4,095 shares 4,095 $1.35M 0.4% -116 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: 18,609 shares; 2024Q4: 18,658 shares; 2025Q1: 18,403 shares; 2025Q2: 13,635 shares; 2025Q3: 13,194 shares; 2025Q4: 16,162 shares; 2026Q1: 16,838 shares 16,838 $1.28M 0.38% +676 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: 1,247 shares; 2024Q4: 1,260 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,195 shares; 2025Q4: 1,676 shares; 2026Q1: 1,780 shares 1,780 $1.26M 0.37% +104 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 322 shares; 2025Q2: 4,417 shares; 2025Q3: 4,417 shares; 2025Q4: 4,305 shares; 2026Q1: 4,149 shares 4,149 $1.25M 0.37% -156 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,911 shares; 2024Q4: 13,885 shares; 2025Q1: 11,494 shares; 2025Q2: 10,091 shares; 2025Q3: 7,926 shares; 2025Q4: 5,592 shares; 2026Q1: 5,669 shares 5,669 $1.23M 0.36% +77 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: 10,934 shares; 2024Q4: 9,138 shares; 2025Q1: 5,109 shares; 2025Q2: 4,101 shares; 2025Q3: 3,345 shares; 2025Q4: 3,653 shares; 2026Q1: 3,321 shares 3,321 $1.17M 0.34% -332 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: 30,462 shares; 2024Q4: 25,583 shares; 2025Q1: 15,353 shares; 2025Q2: 12,329 shares; 2025Q3: 10,061 shares; 2025Q4: 9,056 shares; 2026Q1: 7,692 shares 7,692 $1.01M 0.3% -1,364 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 9,803 shares; 2025Q1: 9,871 shares; 2025Q2: 12,606 shares; 2025Q3: 8,635 shares; 2025Q4: 11,593 shares; 2026Q1: 12,195 shares 12,195 $971K 0.29% +602 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: 11,460 shares; 2025Q1: 11,190 shares; 2025Q2: 3,830 shares; 2025Q3: 3,870 shares; 2025Q4: 4,825 shares; 2026Q1: 4,495 shares 4,495 $960K 0.28% -330 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 23,215 shares; 2025Q1: 23,115 shares; 2025Q2: 25,570 shares; 2025Q3: 22,329 shares; 2025Q4: 20,789 shares; 2026Q1: 20,800 shares 20,800 $942K 0.28% +11 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: 5,412 shares; 2024Q4: 5,412 shares; 2025Q1: 5,391 shares; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 5,618 shares; 2026Q1: 5,618 shares 5,618 $816K 0.24% 0 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: 6,285 shares; 2024Q4: 5,633 shares; 2025Q1: 5,686 shares; 2025Q2: 2,343 shares; 2025Q3: 2,189 shares; 2025Q4: 2,210 shares; 2026Q1: 2,253 shares 2,253 $806K 0.24% +43 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: 47,497 shares; 2024Q4: 44,107 shares; 2025Q1: 35,915 shares; 2025Q2: 23,312 shares; 2025Q3: 3,078 shares; 2025Q4: 4,550 shares; 2026Q1: 5,036 shares 5,036 $782K 0.23% +486 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: 119 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 1,528 shares; 2026Q1: 1,827 shares 1,827 $679K 0.2% +299 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,147 shares; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,831 shares; 2025Q4: 2,821 shares; 2026Q1: 2,731 shares 2,731 $667K 0.2% -90 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: 166 shares; 2024Q4: 171 shares; 2025Q1: 172 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 134 shares; 2026Q1: 158 shares 158 $665K 0.2% +24 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: 3,774 shares; 2024Q4: 3,756 shares; 2025Q1: 3,742 shares; 2025Q2: 3,034 shares; 2025Q3: 3,043 shares; 2025Q4: 2,820 shares; 2026Q1: 2,705 shares 2,705 $656K 0.19% -115 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: 870 shares; 2025Q1: 864 shares; 2025Q2: 332 shares; 2025Q3: 345 shares; 2025Q4: 579 shares; 2026Q1: 631 shares 631 $607K 0.18% +52 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 329 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 1,866 shares; 2026Q1: 2,126 shares 2,126 $603K 0.18% +260 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: 3,937 shares; 2024Q4: 3,134 shares; 2025Q1: 3,052 shares; 2025Q2: 280 shares; 2025Q3: 283 shares; 2025Q4: 2,155 shares; 2026Q1: 2,512 shares 2,512 $546K 0.16% +357 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 81 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 523 shares; 2026Q1: 601 shares 601 $525K 0.15% +78 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 105 shares; 2025Q4: 448 shares; 2026Q1: 522 shares 522 $520K 0.15% +74 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: 289 shares; 2024Q4: 289 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 833 shares; 2026Q1: 1,015 shares 1,015 $507K 0.15% +182 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: 2,289 shares; 2024Q4: 2,389 shares; 2025Q1: 2,134 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 8,537 shares; 2026Q1: 10,019 shares 10,019 $488K 0.14% +1,482 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: 3,262 shares; 2024Q4: 3,341 shares; 2025Q1: 3,522 shares; 2025Q2: 1,097 shares; 2025Q3: 607 shares; 2025Q4: 2,109 shares; 2026Q1: 2,395 shares 2,395 $462K 0.14% +286 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 952 shares; 2026Q1: 1,160 shares 1,160 $392K 0.12% +208 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: 1,065 shares; 2025Q2: 1,245 shares; 2025Q3: 1,258 shares; 2025Q4: 1,321 shares; 2026Q1: 1,291 shares 1,291 $377K 0.11% -30 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: 33,626 shares; 2024Q4: 15,977 shares; 2025Q1: 12,805 shares; 2025Q2: 12,270 shares; 2025Q3: 11,847 shares; 2025Q4: 7,470 shares; 2026Q1: 7,470 shares 7,470 $369K 0.11% 0 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: 2,079 shares; 2024Q4: 2,041 shares; 2025Q1: 2,166 shares; 2025Q2: 730 shares; 2025Q3: 492 shares; 2025Q4: 1,550 shares; 2026Q1: 1,814 shares 1,814 $361K 0.11% +264 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: 88 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 124 shares; 2025Q4: 1,746 shares; 2026Q1: 2,030 shares 2,030 $336K 0.1% +284 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: 3,276 shares; 2024Q4: 2,662 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,923 shares; 2025Q4: 2,706 shares; 2026Q1: 2,253 shares 2,253 $331K 0.1% -453 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: 7,948 shares; 2024Q4: 6,998 shares; 2025Q1: 4,363 shares; 2025Q2: 4,363 shares; 2025Q3: 4,363 shares; 2025Q4: 10,313 shares; 2026Q1: 11,613 shares 11,613 $326K 0.1% +1,300 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 3,916 shares; 2026Q1: 4,384 shares 4,384 $315K 0.09% +468 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 346 shares; 2026Q1: 372 shares 372 $315K 0.09% +26 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: 205 shares; 2024Q4: 376 shares; 2025Q1: 329 shares; 2025Q2: 679 shares; 2025Q3: 509 shares; 2025Q4: 2,319 shares; 2026Q1: 2,655 shares 2,655 $301K 0.09% +336 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: 50 shares; 2024Q4: 65 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 43 shares; 2025Q4: 2,680 shares; 2026Q1: 3,050 shares 3,050 $293K 0.09% +370 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 542 shares; 2025Q2: 869 shares; 2025Q3: 887 shares; 2025Q4: 2,672 shares; 2026Q1: 3,036 shares 3,036 $293K 0.09% +364 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: 23,965 shares; 2024Q4: 22,010 shares; 2025Q1: 18,972 shares; 2025Q2: 15,179 shares; 2025Q3: 428 shares; 2025Q4: 1,076 shares; 2026Q1: 1,062 shares 1,062 $287K 0.08% -14 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: 515 shares; 2024Q4: 515 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $282K 0.08% 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: 453 shares; 2024Q4: 453 shares; 2025Q1: 1,021 shares; 2025Q2: 1,541 shares; 2025Q3: 1,541 shares; 2025Q4: 8,065 shares; 2026Q1: 9,703 shares 9,703 $281K 0.08% +1,638 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: 33,860 shares; 2024Q4: 30,220 shares; 2025Q1: 27,590 shares; 2025Q2: 22,775 shares; 2025Q3: 19,729 shares; 2025Q4: 3,507 shares; 2026Q1: 2,305 shares 2,305 $279K 0.08% -1,202 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: 3,257 shares; 2024Q4: 2,632 shares; 2025Q1: 2,471 shares; 2025Q2: 2,421 shares; 2025Q3: 2,452 shares; 2025Q4: 1,880 shares; 2026Q1: 1,755 shares 1,755 $276K 0.08% -125 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: 1,264 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 2,053 shares; 2026Q1: 2,235 shares 2,235 $274K 0.08% +182 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: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 596 shares; 2026Q1: 596 shares 596 $265K 0.08% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 1,584 shares; 2026Q1: 1,870 shares 1,870 $261K 0.08% +286 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 531 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,100 shares; 2026Q1: 1,095 shares 1,095 $248K 0.07% -5 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 44 shares; 2025Q4: 4,522 shares; 2026Q1: 5,510 shares 5,510 $243K 0.07% +988 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: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 2,148 shares; 2026Q1: 2,538 shares 2,538 $239K 0.07% +390 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: 556 shares; 2024Q4: 603 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 1,904 shares; 2026Q1: 2,320 shares 2,320 $238K 0.07% +416 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,413 shares; 2024Q4: 16,063 shares; 2025Q1: 7,815 shares; 2025Q2: 5,279 shares; 2025Q3: 3,906 shares; 2025Q4: 3,581 shares; 2026Q1: 3,031 shares 3,031 $226K 0.07% -550 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 1,190 shares; 2026Q1: 1,450 shares 1,450 $212K 0.06% +260 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 1,019 shares; 2026Q1: 1,055 shares 1,055 $209K 0.06% +36 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: 153 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 191 shares; 2025Q3: 123 shares; 2025Q4: 933 shares; 2026Q1: 1,115 shares 1,115 $208K 0.06% +182 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: 23 shares; 2024Q4: 33 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 357 shares; 2026Q1: 435 shares 435 $201K 0.06% +78 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: 2,422 shares; 2024Q4: 2,188 shares; 2025Q1: 2,146 shares; 2025Q2: 2,093 shares; 2025Q3: 1,487 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares 1,045 $198K 0.06% 0 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 357 shares; 2026Q1: 435 shares 435 $185K 0.05% +78 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: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 757 shares; 2026Q1: 902 shares 902 $175K 0.05% +145 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: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $173K 0.05% 0 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: 462 shares; 2024Q4: 462 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 1,071 shares; 2026Q1: 1,305 shares 1,305 $165K 0.05% +234 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,150 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $160K 0.05% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 765 shares; 2025Q1: 747 shares; 2025Q2: 724 shares; 2025Q3: 400 shares; 2025Q4: 335 shares; 2026Q1: 235 shares 235 $154K 0.05% -100 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: 225 shares; 2024Q4: 231 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 2,142 shares; 2026Q1: 2,610 shares 2,610 $153K 0.05% +468 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 714 shares; 2026Q1: 443 shares 443 $151K 0.04% -271 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares 1,395 $136K 0.04% 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 238 shares; 2026Q1: 290 shares 290 $125K 0.04% +52 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 48 shares; 2025Q4: 1,547 shares; 2026Q1: 1,885 shares 1,885 $118K 0.03% +338 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 638 shares; 2025Q3: 566 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $117K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $116K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238 shares; 2026Q1: 290 shares 290 $115K 0.03% +52 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 11,448 shares; 2025Q1: 11,407 shares; 2025Q2: 2,642 shares; 2025Q3: 2,325 shares; 2025Q4: 2,137 shares; 2026Q1: 1,959 shares 1,959 $113K 0.03% -178 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: 823 shares; 2024Q4: 823 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 810 shares; 2026Q1: 815 shares 815 $111K 0.03% +5 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $101K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,344 shares; 2025Q1: 4,806 shares; 2025Q2: 5,166 shares; 2025Q3: 4,386 shares; 2025Q4: 3,893 shares; 2026Q1: 3,467 shares 3,467 $99.5K 0.03% -426 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $98.2K 0.03% 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: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares 1,342 $87.6K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,702 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $73.9K 0.02% 0 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 313 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $69K 0.02% 0 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $65.7K 0.02% 0 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: 519 shares; 2024Q4: 422 shares; 2025Q1: 250 shares; 2025Q2: 232 shares; 2025Q3: 200 shares; 2025Q4: 195 shares; 2026Q1: 147 shares 147 $62.7K 0.02% -48 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: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $62.4K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $62.2K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 7 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $59.9K 0.02% 0 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $54.9K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $54.4K 0.02% 0 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: 16 shares; 2024Q4: 95 shares; 2025Q1: 105 shares; 2025Q2: 205 shares; 2025Q3: 195 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $53.8K 0.02% 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: 213 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 157 shares; 2026Q1: 150 shares 150 $51.5K 0.02% -7 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares 2,657 $51.3K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $51.1K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 623 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $49.6K 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: 261 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $48K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $47.9K 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $47.5K 0.01% 0 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: 35,341 shares; 2024Q4: 34,860 shares; 2025Q1: 20,038 shares; 2025Q2: 17,999 shares; 2025Q3: 893 shares; 2025Q4: 673 shares; 2026Q1: 363 shares 363 $41.7K 0.01% -310 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $40.7K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $37.6K 0.01% 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: 101 shares; 2024Q4: 91 shares; 2025Q1: 109 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 93 shares 93 $36.3K 0.01% -6 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: 363 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 521 shares; 2026Q1: 521 shares 521 $34.1K 0.01% 0 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: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $33.8K 0.01% 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: 771 shares; 2024Q4: 724 shares; 2025Q1: 450 shares; 2025Q2: 400 shares; 2025Q3: 301 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $33K 0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $30.9K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $29.7K 0.01% 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,277 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $29.5K 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $29K 0.01% 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: 741 shares; 2024Q4: 741 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 609 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $28.6K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 210 shares; 2026Q1: 193 shares 193 $27.9K 0.01% -17 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: 24,154 shares; 2024Q4: 24,211 shares; 2025Q1: 24,296 shares; 2025Q2: 731 shares; 2025Q3: 585 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $25.8K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 104 shares; 2026Q1: 79 shares 79 $25.4K 0.01% -25 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: 3,010 shares; 2024Q4: 2,806 shares; 2025Q1: 2,724 shares; 2025Q2: 354 shares; 2025Q3: 273 shares; 2025Q4: 280 shares; 2026Q1: 255 shares 255 $25.1K 0.01% -25 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: 99 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 55 shares; 2025Q4: 37 shares; 2026Q1: 32 shares 32 $23.6K 0.01% -5 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: 19,505 shares; 2024Q4: 21,380 shares; 2025Q1: 17,577 shares; 2025Q2: 17,004 shares; 2025Q3: 2,807 shares; 2025Q4: 2,559 shares; 2026Q1: 120 shares 120 $23.6K 0.01% -2,439 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 150 shares; 2026Q1: 106 shares 106 $23K 0.01% -44 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $22.7K 0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $22.4K 0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 146 shares 146 $22.3K 0.01% -25 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: 273 shares; 2026Q1: 273 shares 273 $20.8K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 355 shares 355 $20.2K 0.01% -8 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: 438 shares; 2024Q4: 443 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $19.1K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $17.1K 0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $16.8K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $16K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO 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 $14.5K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,891 shares; 2024Q4: 9,831 shares; 2025Q1: 9,908 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $13.6K <0.01% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $13.6K <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: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $12.5K <0.01% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.4K <0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $10.9K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $10.4K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $9.19K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,346 shares; 2024Q4: 29,164 shares; 2025Q1: 27,618 shares; 2025Q2: 17,382 shares; 2025Q3: 18,391 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $8.12K <0.01% 0 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: 415 shares; 2024Q4: 165 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 30 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $7.97K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 57 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.6K <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: 250 shares; 2024Q4: 250 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $6.4K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $6.27K <0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $5.98K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $5.3K <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: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $4.81K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $3.93K <0.01% 0 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: 4,177 shares; 2024Q4: 4,096 shares; 2025Q1: 4,096 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $3.28K <0.01% 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: 29,172 shares; 2024Q4: 21,550 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 81 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $3.26K <0.01% 0 Timeline CALL (AKBA) AKEBIA THERAPEU… CALL (AKBA) AKEBIA THERAPEUTICS J… More: the full row for CALL (AKBA) AKEBIA THERAPEUTICS JAN 15 27 $1.5 (100 SHS) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $2.8K <0.01% new 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: 28,977 shares; 2024Q4: 26,729 shares; 2025Q1: 20,895 shares; 2025Q2: 2,727 shares; 2025Q3: 17 shares; 2025Q4: 8 shares; 2026Q1: 7 shares 7 $2.01K <0.01% -1 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37 $1.37K <0.01% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $1.21K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly 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: 82 shares; 2026Q1: 80 shares 80 $1.2K <0.01% -2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $964 <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: 139 shares; 2024Q4: 139 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 23 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $694 <0.01% 0 Timeline