AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458,210 shares; 2024Q4: 1,458,633 shares; 2025Q1: 1,481,519 shares; 2025Q2: 1,454,270 shares; 2025Q3: 1,407,408 shares; 2025Q4: 1,381,107 shares; 2026Q1: 1,392,748 shares 1,392,748 $353M 5.95% +11,641 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: 108,061 shares; 2024Q4: 123,208 shares; 2025Q1: 120,630 shares; 2025Q2: 130,330 shares; 2025Q3: 231,775 shares; 2025Q4: 350,929 shares; 2026Q1: 435,333 shares 435,333 $284M 4.78% +84,404 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: 760,173 shares; 2024Q4: 772,948 shares; 2025Q1: 799,135 shares; 2025Q2: 801,881 shares; 2025Q3: 790,479 shares; 2025Q4: 724,637 shares; 2026Q1: 728,002 shares 728,002 $209M 3.52% +3,365 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: 548,630 shares; 2024Q4: 556,183 shares; 2025Q1: 559,049 shares; 2025Q2: 560,324 shares; 2025Q3: 553,407 shares; 2025Q4: 539,282 shares; 2026Q1: 535,920 shares 535,920 $198M 3.34% -3,362 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: 327,057 shares; 2024Q4: 333,742 shares; 2025Q1: 493,984 shares; 2025Q2: 573,917 shares; 2025Q3: 763,001 shares; 2025Q4: 845,143 shares; 2026Q1: 1,022,886 shares 1,022,886 $178M 3% +177,743 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: 921,024 shares; 2024Q4: 942,338 shares; 2025Q1: 946,875 shares; 2025Q2: 977,228 shares; 2025Q3: 955,590 shares; 2025Q4: 854,405 shares; 2026Q1: 828,403 shares 828,403 $173M 2.9% -26,002 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136,311 shares; 2024Q4: 1,174,250 shares; 2025Q1: 1,209,771 shares; 2025Q2: 1,227,398 shares; 2025Q3: 1,437,371 shares; 2025Q4: 1,999,806 shares; 2026Q1: 2,824,330 shares 2,824,330 $118M 1.99% +824,524 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: 1,038,982 shares; 2024Q4: 967,902 shares; 2025Q1: 1,020,086 shares; 2025Q2: 1,054,561 shares; 2025Q3: 1,016,268 shares; 2025Q4: 1,057,690 shares; 2026Q1: 1,139,242 shares 1,139,242 $113M 1.9% +81,552 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: 366,591 shares; 2024Q4: 366,591 shares; 2025Q1: 365,051 shares; 2025Q2: 364,278 shares; 2025Q3: 354,287 shares; 2025Q4: 349,793 shares; 2026Q1: 345,436 shares 345,436 $99.1M 1.67% -4,357 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: 342,417 shares; 2024Q4: 343,615 shares; 2025Q1: 343,927 shares; 2025Q2: 343,454 shares; 2025Q3: 334,854 shares; 2025Q4: 318,852 shares; 2026Q1: 324,344 shares 324,344 $98M 1.65% +5,492 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: 360,312 shares; 2024Q4: 357,789 shares; 2025Q1: 350,644 shares; 2025Q2: 347,621 shares; 2025Q3: 337,979 shares; 2025Q4: 308,190 shares; 2026Q1: 284,991 shares 284,991 $97.4M 1.64% -23,199 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: 166,000 shares; 2024Q4: 180,542 shares; 2025Q1: 190,703 shares; 2025Q2: 189,416 shares; 2025Q3: 188,447 shares; 2025Q4: 286,039 shares; 2026Q1: 311,286 shares 311,286 $96.3M 1.62% +25,247 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: 255,026 shares; 2024Q4: 255,550 shares; 2025Q1: 258,939 shares; 2025Q2: 260,158 shares; 2025Q3: 225,407 shares; 2025Q4: 204,583 shares; 2026Q1: 196,174 shares 196,174 $94M 1.58% -8,409 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: 2,183,438 shares; 2024Q4: 2,199,309 shares; 2025Q1: 1,618,299 shares; 2025Q2: 1,632,125 shares; 2025Q3: 1,666,835 shares; 2025Q4: 1,722,177 shares; 2026Q1: 1,726,647 shares 1,726,647 $83.4M 1.4% +4,470 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318,071 shares; 2024Q4: 3,305,707 shares; 2025Q1: 3,384,008 shares; 2025Q2: 3,459,919 shares; 2025Q3: 3,464,589 shares; 2025Q4: 3,440,671 shares; 2026Q1: 3,455,968 shares 3,455,968 $79.2M 1.33% +15,297 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: 242,624 shares; 2024Q4: 247,066 shares; 2025Q1: 251,690 shares; 2025Q2: 250,958 shares; 2025Q3: 244,691 shares; 2025Q4: 243,015 shares; 2026Q1: 266,925 shares 266,925 $78.5M 1.32% +23,910 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: 109,360 shares; 2024Q4: 182,504 shares; 2025Q1: 192,340 shares; 2025Q2: 196,093 shares; 2025Q3: 190,588 shares; 2025Q4: 146,279 shares; 2026Q1: 135,675 shares 135,675 $77.6M 1.31% -10,604 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: 81,850 shares; 2024Q4: 79,284 shares; 2025Q1: 76,570 shares; 2025Q2: 75,100 shares; 2025Q3: 72,718 shares; 2025Q4: 73,146 shares; 2026Q1: 74,073 shares 74,073 $73.8M 1.24% +927 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: 19,992 shares; 2024Q4: 19,873 shares; 2025Q1: 20,037 shares; 2025Q2: 19,901 shares; 2025Q3: 18,725 shares; 2025Q4: 18,195 shares; 2026Q1: 17,244 shares 17,244 $72.6M 1.22% -951 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: 641,745 shares; 2024Q4: 562,009 shares; 2025Q1: 498,150 shares; 2025Q2: 494,286 shares; 2025Q3: 478,150 shares; 2025Q4: 462,572 shares; 2026Q1: 447,690 shares 447,690 $71.5M 1.2% -14,882 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,191 shares; 2024Q4: 270,539 shares; 2025Q1: 267,800 shares; 2025Q2: 264,038 shares; 2025Q3: 256,265 shares; 2025Q4: 243,196 shares; 2026Q1: 227,207 shares 227,207 $69.1M 1.16% -15,989 Timeline JMEE 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: 1,136,446 shares; 2025Q2: 859,938 shares; 2025Q3: 935,867 shares; 2025Q4: 994,466 shares; 2026Q1: 1,003,350 shares 1,003,350 $67M 1.13% +8,884 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978,565 shares; 2024Q4: 1,020,262 shares; 2025Q1: 1,047,450 shares; 2025Q2: 1,075,016 shares; 2025Q3: 1,168,016 shares; 2025Q4: 1,381,300 shares; 2026Q1: 1,769,720 shares 1,769,720 $64M 1.08% +388,420 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: 391,942 shares; 2024Q4: 384,425 shares; 2025Q1: 378,058 shares; 2025Q2: 246,559 shares; 2025Q3: 244,938 shares; 2025Q4: 236,851 shares; 2026Q1: 255,496 shares 255,496 $62.5M 1.05% +18,645 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654,120 shares; 2024Q4: 634,334 shares; 2025Q1: 695,440 shares; 2025Q2: 463,776 shares; 2025Q3: 490,899 shares; 2025Q4: 535,338 shares; 2026Q1: 566,374 shares 566,374 $60.1M 1.01% +31,036 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: 51,656 shares; 2024Q4: 52,880 shares; 2025Q1: 52,715 shares; 2025Q2: 52,055 shares; 2025Q3: 49,306 shares; 2025Q4: 43,537 shares; 2026Q1: 40,834 shares 40,834 $60.1M 1.01% -2,703 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: 28,389 shares; 2024Q4: 327,695 shares; 2025Q1: 339,568 shares; 2025Q2: 322,659 shares; 2025Q3: 326,945 shares; 2025Q4: 297,679 shares; 2026Q1: 277,765 shares 277,765 $59.3M 1% -19,914 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: 511,094 shares; 2024Q4: 507,425 shares; 2025Q1: 507,184 shares; 2025Q2: 506,969 shares; 2025Q3: 501,977 shares; 2025Q4: 501,260 shares; 2026Q1: 500,188 shares 500,188 $57.5M 0.97% -1,072 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: 226,859 shares; 2024Q4: 206,966 shares; 2025Q1: 189,620 shares; 2025Q2: 186,272 shares; 2025Q3: 181,670 shares; 2025Q4: 176,732 shares; 2026Q1: 170,788 shares 170,788 $56.2M 0.94% -5,944 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: 105,571 shares; 2024Q4: 104,973 shares; 2025Q1: 103,207 shares; 2025Q2: 101,768 shares; 2025Q3: 100,982 shares; 2025Q4: 101,022 shares; 2026Q1: 100,192 shares 100,192 $55M 0.93% -830 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: 333,248 shares; 2024Q4: 330,306 shares; 2025Q1: 321,180 shares; 2025Q2: 329,621 shares; 2025Q3: 316,651 shares; 2025Q4: 301,000 shares; 2026Q1: 286,536 shares 286,536 $54.3M 0.91% -14,464 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: 459,661 shares; 2024Q4: 467,275 shares; 2025Q1: 419,457 shares; 2025Q2: 424,788 shares; 2025Q3: 411,108 shares; 2025Q4: 432,665 shares; 2026Q1: 597,538 shares 597,538 $54.1M 0.91% +164,873 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: 461,350 shares; 2024Q4: 456,760 shares; 2025Q1: 444,367 shares; 2025Q2: 443,071 shares; 2025Q3: 433,716 shares; 2025Q4: 428,968 shares; 2026Q1: 424,055 shares 424,055 $53.6M 0.9% -4,913 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: 359,519 shares; 2024Q4: 357,437 shares; 2025Q1: 353,002 shares; 2025Q2: 315,230 shares; 2025Q3: 252,093 shares; 2025Q4: 232,583 shares; 2026Q1: 222,296 shares 222,296 $50.2M 0.85% -10,287 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,338 shares; 2024Q4: 474,127 shares; 2025Q1: 468,291 shares; 2025Q2: 463,638 shares; 2025Q3: 451,014 shares; 2025Q4: 438,193 shares; 2026Q1: 405,001 shares 405,001 $48.4M 0.81% -33,192 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,566 shares; 2024Q4: 32,031 shares; 2025Q1: 47,887 shares; 2025Q2: 397,823 shares; 2025Q3: 462,094 shares; 2025Q4: 508,002 shares; 2026Q1: 434,108 shares 434,108 $46.2M 0.78% -73,894 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: 232,867 shares 232,867 $45.9M 0.77% new 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: 122,485 shares; 2024Q4: 119,758 shares; 2025Q1: 112,829 shares; 2025Q2: 95,309 shares; 2025Q3: 99,793 shares; 2025Q4: 96,158 shares; 2026Q1: 93,303 shares 93,303 $45.9M 0.77% -2,855 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: not reported; 2024Q4: 115,092 shares; 2025Q1: 122,231 shares; 2025Q2: 171,301 shares; 2025Q3: 170,880 shares; 2025Q4: 163,600 shares; 2026Q1: 153,459 shares 153,459 $45.3M 0.76% -10,141 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: 1,269,064 shares; 2024Q4: 1,235,742 shares; 2025Q1: 1,230,663 shares; 2025Q2: 1,224,050 shares; 2025Q3: 1,218,974 shares; 2025Q4: 1,216,427 shares; 2026Q1: 1,288,135 shares 1,288,135 $43.2M 0.73% +71,708 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: 51,284 shares; 2024Q4: 53,858 shares; 2025Q1: 56,553 shares; 2025Q2: 55,971 shares; 2025Q3: 57,253 shares; 2025Q4: 57,749 shares; 2026Q1: 69,897 shares 69,897 $41.7M 0.7% +12,148 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: 543,730 shares; 2024Q4: 528,727 shares; 2025Q1: 516,418 shares; 2025Q2: 517,737 shares; 2025Q3: 487,551 shares; 2025Q4: 759,622 shares; 2026Q1: 828,190 shares 828,190 $40.4M 0.68% +68,568 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: 49,941 shares; 2024Q4: 56,478 shares; 2025Q1: 57,699 shares; 2025Q2: 57,962 shares; 2025Q3: 60,370 shares; 2025Q4: 70,089 shares; 2026Q1: 61,499 shares 61,499 $40M 0.67% -8,590 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $39.5M 0.66% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534,293 shares; 2024Q4: 538,353 shares; 2025Q1: 440,314 shares; 2025Q2: 446,003 shares; 2025Q3: 456,717 shares; 2025Q4: 459,120 shares; 2026Q1: 465,156 shares 465,156 $36.6M 0.62% +6,036 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192,148 shares; 2024Q4: 1,242,570 shares; 2025Q1: 1,309,625 shares; 2025Q2: 876,232 shares; 2025Q3: 825,895 shares; 2025Q4: 840,380 shares; 2026Q1: 715,114 shares 715,114 $35.7M 0.6% -125,266 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: 52,563 shares; 2024Q4: 57,976 shares; 2025Q1: 62,074 shares; 2025Q2: 73,629 shares; 2025Q3: 74,961 shares; 2025Q4: 73,757 shares; 2026Q1: 71,388 shares 71,388 $35.7M 0.6% -2,369 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: 85,311 shares; 2024Q4: 87,686 shares; 2025Q1: 91,931 shares; 2025Q2: 407,347 shares; 2025Q3: 438,169 shares; 2025Q4: 477,997 shares; 2026Q1: 508,392 shares 508,392 $34.3M 0.58% +30,395 Timeline USIG 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: 287,881 shares; 2024Q4: 407,479 shares; 2025Q1: 436,676 shares; 2025Q2: 455,275 shares; 2025Q3: 537,199 shares; 2025Q4: 650,115 shares; 2026Q1: 647,979 shares 647,979 $33.2M 0.56% -2,136 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: 295,014 shares; 2024Q4: 296,323 shares; 2025Q1: 244,782 shares; 2025Q2: 245,350 shares; 2025Q3: 245,924 shares; 2025Q4: 250,791 shares; 2026Q1: 254,382 shares 254,382 $32.8M 0.55% +3,591 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: 35,686 shares; 2024Q4: 36,050 shares; 2025Q1: 36,946 shares; 2025Q2: 36,856 shares; 2025Q3: 37,190 shares; 2025Q4: 20,435 shares; 2026Q1: 35,348 shares 35,348 $32.5M 0.55% +14,913 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: 75,992 shares; 2024Q4: 74,776 shares; 2025Q1: 71,135 shares; 2025Q2: 69,639 shares; 2025Q3: 194,633 shares; 2025Q4: 200,543 shares; 2026Q1: 201,439 shares 201,439 $31.3M 0.53% +896 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: 297,511 shares; 2025Q2: 268,159 shares; 2025Q3: 278,394 shares; 2025Q4: 285,766 shares; 2026Q1: 296,013 shares 296,013 $30.6M 0.51% +10,247 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,079 shares; 2024Q4: 25,115 shares; 2025Q1: 24,348 shares; 2025Q2: 24,407 shares; 2025Q3: 24,434 shares; 2025Q4: 24,257 shares; 2026Q1: 23,933 shares 23,933 $30.2M 0.51% -324 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: 35,025 shares; 2024Q4: 34,969 shares; 2025Q1: 35,917 shares; 2025Q2: 35,964 shares; 2025Q3: 36,380 shares; 2025Q4: 157,098 shares; 2026Q1: 199,009 shares 199,009 $28.8M 0.48% +41,911 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: 79,835 shares; 2024Q4: 80,614 shares; 2025Q1: 80,063 shares; 2025Q2: 80,020 shares; 2025Q3: 78,559 shares; 2025Q4: 74,760 shares; 2026Q1: 66,005 shares 66,005 $28.1M 0.47% -8,755 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: 183,447 shares; 2024Q4: 182,764 shares; 2025Q1: 182,524 shares; 2025Q2: 192,186 shares; 2025Q3: 182,011 shares; 2025Q4: 188,231 shares; 2026Q1: 188,312 shares 188,312 $27.7M 0.47% +81 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: 38,841 shares; 2024Q4: 39,083 shares; 2025Q1: 97,473 shares; 2025Q2: 185,353 shares; 2025Q3: 192,842 shares; 2025Q4: 184,646 shares; 2026Q1: 138,541 shares 138,541 $26.9M 0.45% -46,105 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: 110,716 shares; 2024Q4: 113,021 shares; 2025Q1: 119,093 shares; 2025Q2: 118,089 shares; 2025Q3: 120,014 shares; 2025Q4: 119,217 shares; 2026Q1: 120,097 shares 120,097 $26.1M 0.44% +880 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: 128,682 shares; 2024Q4: 130,458 shares; 2025Q1: 130,832 shares; 2025Q2: 127,785 shares; 2025Q3: 132,676 shares; 2025Q4: 132,266 shares; 2026Q1: 152,549 shares 152,549 $25.9M 0.44% +20,283 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,474 shares; 2024Q4: 36,291 shares; 2025Q1: 35,455 shares; 2025Q2: 35,478 shares; 2025Q3: 35,489 shares; 2025Q4: 35,519 shares; 2026Q1: 35,298 shares 35,298 $25.7M 0.43% -221 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,142 shares; 2024Q4: 23,382 shares; 2025Q1: 25,636 shares; 2025Q2: 25,684 shares; 2025Q3: 30,286 shares; 2025Q4: 44,793 shares; 2026Q1: 43,946 shares 43,946 $25.4M 0.43% -847 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: 6,699 shares; 2024Q4: 6,135 shares; 2025Q1: 6,784 shares; 2025Q2: 7,021 shares; 2025Q3: 7,675 shares; 2025Q4: 432,040 shares; 2026Q1: 483,857 shares 483,857 $25.2M 0.42% +51,817 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: 294,260 shares; 2024Q4: 297,472 shares; 2025Q1: 299,581 shares; 2025Q2: 298,132 shares; 2025Q3: 271,166 shares; 2025Q4: 260,133 shares; 2026Q1: 130,681 shares 130,681 $24.4M 0.41% -129,452 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,460 shares; 2025Q3: 111,626 shares; 2025Q4: 224,439 shares; 2026Q1: 279,919 shares 279,919 $23.4M 0.39% +55,480 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: 152,747 shares; 2024Q4: 160,050 shares; 2025Q1: 157,797 shares; 2025Q2: 156,515 shares; 2025Q3: 164,277 shares; 2025Q4: 159,112 shares; 2026Q1: 161,215 shares 161,215 $23.3M 0.39% +2,103 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: 112,391 shares; 2024Q4: 94,326 shares; 2025Q1: 87,518 shares; 2025Q2: 85,911 shares; 2025Q3: 81,553 shares; 2025Q4: 77,153 shares; 2026Q1: 72,220 shares 72,220 $23.1M 0.39% -4,933 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: 378,614 shares; 2024Q4: 397,108 shares; 2025Q1: 407,248 shares; 2025Q2: 410,275 shares; 2025Q3: 149,318 shares; 2025Q4: 146,253 shares; 2026Q1: 141,733 shares 141,733 $20.2M 0.34% -4,520 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: 215,909 shares; 2024Q4: 216,024 shares; 2025Q1: 208,035 shares; 2025Q2: 202,989 shares; 2025Q3: 176,950 shares; 2025Q4: 141,481 shares; 2026Q1: 101,189 shares 101,189 $20.1M 0.34% -40,292 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: 440,436 shares; 2024Q4: 437,297 shares; 2025Q1: 414,732 shares; 2025Q2: 415,661 shares; 2025Q3: 419,177 shares; 2025Q4: 416,958 shares; 2026Q1: 580,272 shares 580,272 $20M 0.34% +163,314 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: 85,411 shares; 2024Q4: 86,597 shares; 2025Q1: 83,614 shares; 2025Q2: 83,242 shares; 2025Q3: 83,240 shares; 2025Q4: 82,565 shares; 2026Q1: 96,513 shares 96,513 $19M 0.32% +13,948 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: 28,911 shares; 2024Q4: 29,379 shares; 2025Q1: 31,259 shares; 2025Q2: 31,049 shares; 2025Q3: 31,177 shares; 2025Q4: 31,329 shares; 2026Q1: 64,185 shares 64,185 $18.4M 0.31% +32,856 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: 1,663 shares; 2024Q4: 2,043 shares; 2025Q1: 2,580 shares; 2025Q2: 2,947 shares; 2025Q3: 3,114 shares; 2025Q4: 3,640 shares; 2026Q1: 39,548 shares 39,548 $17.1M 0.29% +35,908 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: 21,728 shares; 2024Q4: 21,946 shares; 2025Q1: 22,689 shares; 2025Q2: 22,567 shares; 2025Q3: 23,094 shares; 2025Q4: 23,123 shares; 2026Q1: 24,130 shares 24,130 $17.1M 0.29% +1,007 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: 76,672 shares; 2024Q4: 75,208 shares; 2025Q1: 75,790 shares; 2025Q2: 73,666 shares; 2025Q3: 75,421 shares; 2025Q4: 74,222 shares; 2026Q1: 82,490 shares 82,490 $17.1M 0.29% +8,268 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: 100,160 shares; 2024Q4: 100,342 shares; 2025Q1: 98,842 shares; 2025Q2: 98,812 shares; 2025Q3: 98,286 shares; 2025Q4: 96,728 shares; 2026Q1: 96,736 shares 96,736 $16.8M 0.28% +8 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 43,366 shares; 2025Q1: 43,401 shares; 2025Q2: 43,437 shares; 2025Q3: 43,472 shares; 2025Q4: 42,515 shares; 2026Q1: 42,543 shares 42,543 $15.8M 0.27% +28 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: 223,154 shares; 2024Q4: 220,543 shares; 2025Q1: 221,227 shares; 2025Q2: 219,274 shares; 2025Q3: 214,929 shares; 2025Q4: 213,840 shares; 2026Q1: 213,213 shares 213,213 $15.5M 0.26% -627 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,393 shares; 2024Q4: 209,032 shares; 2025Q1: 207,973 shares; 2025Q2: 201,193 shares; 2025Q3: 48,797 shares; 2025Q4: 48,807 shares; 2026Q1: 196,213 shares 196,213 $15.4M 0.26% +147,406 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: 175,552 shares; 2024Q4: 181,493 shares; 2025Q1: 183,167 shares; 2025Q2: 183,125 shares; 2025Q3: 183,829 shares; 2025Q4: 192,656 shares; 2026Q1: 197,317 shares 197,317 $15.3M 0.26% +4,661 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,944 shares; 2024Q4: 129,099 shares; 2025Q1: 127,217 shares; 2025Q2: 127,406 shares; 2025Q3: 127,286 shares; 2025Q4: 127,579 shares; 2026Q1: 193,596 shares 193,596 $14.3M 0.24% +66,017 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: 100,528 shares; 2024Q4: 100,680 shares; 2025Q1: 58,866 shares; 2025Q2: 51,730 shares; 2025Q3: 46,366 shares; 2025Q4: 44,615 shares; 2026Q1: 43,295 shares 43,295 $14.2M 0.24% -1,320 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: 122,767 shares; 2024Q4: 116,871 shares; 2025Q1: 109,751 shares; 2025Q2: 110,446 shares; 2025Q3: 105,773 shares; 2025Q4: 103,929 shares; 2026Q1: 115,212 shares 115,212 $13.9M 0.23% +11,283 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: 13,301 shares; 2024Q4: 13,517 shares; 2025Q1: 13,822 shares; 2025Q2: 13,778 shares; 2025Q3: 13,910 shares; 2025Q4: 15,124 shares; 2026Q1: 16,357 shares 16,357 $13.8M 0.23% +1,233 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: 172,295 shares; 2024Q4: 95,316 shares; 2025Q1: 131,037 shares; 2025Q2: 112,612 shares; 2025Q3: 131,634 shares; 2025Q4: 117,465 shares; 2026Q1: 80,051 shares 80,051 $13.7M 0.23% -37,414 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,031 shares; 2024Q4: 185,730 shares; 2025Q1: 178,514 shares; 2025Q2: 176,541 shares; 2025Q3: 172,759 shares; 2025Q4: 171,848 shares; 2026Q1: 170,149 shares 170,149 $13.6M 0.23% -1,699 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: 133,030 shares; 2024Q4: 134,507 shares; 2025Q1: 131,315 shares; 2025Q2: 131,706 shares; 2025Q3: 134,212 shares; 2025Q4: 134,476 shares; 2026Q1: 147,763 shares 147,763 $13.5M 0.23% +13,287 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: 10,554 shares; 2024Q4: 10,795 shares; 2025Q1: 10,919 shares; 2025Q2: 11,053 shares; 2025Q3: 11,325 shares; 2025Q4: 55,037 shares; 2026Q1: 127,373 shares 127,373 $13.3M 0.22% +72,336 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: 153,385 shares; 2024Q4: 158,975 shares; 2025Q1: 141,796 shares; 2025Q2: 146,840 shares; 2025Q3: 145,089 shares; 2025Q4: 175,066 shares; 2026Q1: 188,998 shares 188,998 $13.2M 0.22% +13,932 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: 111,200 shares; 2024Q4: 114,159 shares; 2025Q1: 115,680 shares; 2025Q2: 117,205 shares; 2025Q3: 112,922 shares; 2025Q4: 107,996 shares; 2026Q1: 139,488 shares 139,488 $13M 0.22% +31,492 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: 107,662 shares; 2024Q4: 108,850 shares; 2025Q1: 99,535 shares; 2025Q2: 107,494 shares; 2025Q3: 103,341 shares; 2025Q4: 100,880 shares; 2026Q1: 103,002 shares 103,002 $12.8M 0.22% +2,122 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: 32,377 shares; 2024Q4: 33,184 shares; 2025Q1: 33,393 shares; 2025Q2: 33,817 shares; 2025Q3: 32,750 shares; 2025Q4: 32,958 shares; 2026Q1: 48,428 shares 48,428 $12.7M 0.21% +15,470 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: 666,331 shares; 2024Q4: 658,815 shares; 2025Q1: 640,928 shares; 2025Q2: 136,242 shares; 2025Q3: 132,110 shares; 2025Q4: 127,833 shares; 2026Q1: 133,394 shares 133,394 $12.5M 0.21% +5,561 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,167 shares; 2024Q4: 32,500 shares; 2025Q1: 41,407 shares; 2025Q2: 40,841 shares; 2025Q3: 40,953 shares; 2025Q4: 38,626 shares; 2026Q1: 37,278 shares 37,278 $11.9M 0.2% -1,348 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: 222,338 shares; 2024Q4: 218,775 shares; 2025Q1: 215,371 shares; 2025Q2: 210,665 shares; 2025Q3: 195,991 shares; 2025Q4: 115,176 shares; 2026Q1: 99,426 shares 99,426 $11.8M 0.2% -15,750 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: 146,493 shares; 2024Q4: 137,937 shares; 2025Q1: 114,471 shares; 2025Q2: 120,856 shares; 2025Q3: 119,542 shares; 2025Q4: 120,644 shares; 2026Q1: 118,559 shares 118,559 $11.5M 0.19% -2,085 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: 32,323 shares; 2024Q4: 65,884 shares; 2025Q1: 77,969 shares; 2025Q2: 75,969 shares; 2025Q3: 78,127 shares; 2025Q4: 67,940 shares; 2026Q1: 71,485 shares 71,485 $11.5M 0.19% +3,545 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: 131,194 shares; 2024Q4: 140,437 shares; 2025Q1: 144,985 shares; 2025Q2: 145,364 shares; 2025Q3: 146,124 shares; 2025Q4: 145,594 shares; 2026Q1: 146,162 shares 146,162 $11.1M 0.19% +568 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: 26,627 shares; 2024Q4: 26,584 shares; 2025Q1: 27,123 shares; 2025Q2: 27,055 shares; 2025Q3: 26,175 shares; 2025Q4: 26,224 shares; 2026Q1: 26,592 shares 26,592 $11.1M 0.19% +368 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,071 shares; 2024Q4: 81,482 shares; 2025Q1: 79,979 shares; 2025Q2: 80,432 shares; 2025Q3: 80,301 shares; 2025Q4: 82,663 shares; 2026Q1: 84,337 shares 84,337 $10.7M 0.18% +1,674 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,111 shares; 2024Q4: 21,897 shares; 2025Q1: 21,850 shares; 2025Q2: 22,811 shares; 2025Q3: 23,375 shares; 2025Q4: 24,681 shares; 2026Q1: 104,819 shares 104,819 $10.7M 0.18% +80,138 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,010 shares; 2025Q4: 120,618 shares; 2026Q1: 209,067 shares 209,067 $10.7M 0.18% +88,449 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: 52,042 shares; 2024Q4: 51,927 shares; 2025Q1: 51,448 shares; 2025Q2: 51,041 shares; 2025Q3: 50,830 shares; 2025Q4: 50,103 shares; 2026Q1: 49,333 shares 49,333 $10.6M 0.18% -770 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,399 shares; 2024Q4: 278,877 shares; 2025Q1: 266,003 shares; 2025Q2: 263,314 shares; 2025Q3: 252,463 shares; 2025Q4: 247,066 shares; 2026Q1: 292,533 shares 292,533 $10.5M 0.18% +45,467 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,974 shares; 2024Q4: 109,404 shares; 2025Q1: 109,810 shares; 2025Q2: 109,510 shares; 2025Q3: 106,511 shares; 2025Q4: 108,484 shares; 2026Q1: 105,596 shares 105,596 $9.85M 0.17% -2,888 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: 20,770 shares; 2024Q4: 20,259 shares; 2025Q1: 22,074 shares; 2025Q2: 25,425 shares; 2025Q3: 25,392 shares; 2025Q4: 178,461 shares; 2026Q1: 128,528 shares 128,528 $9.84M 0.17% -49,933 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: 26,891 shares; 2024Q4: 26,487 shares; 2025Q1: 32,850 shares; 2025Q2: 32,506 shares; 2025Q3: 32,549 shares; 2025Q4: 32,282 shares; 2026Q1: 31,651 shares 31,651 $9.84M 0.17% -631 Timeline ISTB 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: 14,907 shares; 2024Q4: 12,707 shares; 2025Q1: 11,876 shares; 2025Q2: 18,152 shares; 2025Q3: 116,824 shares; 2025Q4: 177,145 shares; 2026Q1: 201,065 shares 201,065 $9.74M 0.16% +23,920 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: 88,002 shares; 2024Q4: 89,517 shares; 2025Q1: 91,815 shares; 2025Q2: 90,511 shares; 2025Q3: 90,506 shares; 2025Q4: 91,290 shares; 2026Q1: 90,474 shares 90,474 $9.29M 0.16% -816 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: 24,352 shares; 2024Q4: 24,522 shares; 2025Q1: 25,985 shares; 2025Q2: 26,694 shares; 2025Q3: 27,846 shares; 2025Q4: 31,725 shares; 2026Q1: 47,729 shares 47,729 $9.21M 0.15% +16,004 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: 34,001 shares; 2024Q4: 46,299 shares; 2025Q1: 54,974 shares; 2025Q2: 56,856 shares; 2025Q3: 60,822 shares; 2025Q4: 67,540 shares; 2026Q1: 72,390 shares 72,390 $9M 0.15% +4,850 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: 9,700 shares; 2024Q4: 9,953 shares; 2025Q1: 9,113 shares; 2025Q2: 11,423 shares; 2025Q3: 14,528 shares; 2025Q4: 19,567 shares; 2026Q1: 23,968 shares 23,968 $8.91M 0.15% +4,401 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: 2,610 shares; 2025Q2: 3,180 shares; 2025Q3: 3,583 shares; 2025Q4: 3,778 shares; 2026Q1: 35,697 shares 35,697 $8.82M 0.15% +31,919 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,227 shares; 2024Q4: 184,965 shares; 2025Q1: 181,159 shares; 2025Q2: 183,624 shares; 2025Q3: 183,649 shares; 2025Q4: 196,848 shares; 2026Q1: 199,155 shares 199,155 $8.46M 0.14% +2,307 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: 188,475 shares; 2024Q4: 171,955 shares; 2025Q1: 175,563 shares; 2025Q2: 175,712 shares; 2025Q3: 180,047 shares; 2025Q4: 160,109 shares; 2026Q1: 157,971 shares 157,971 $8.3M 0.14% -2,138 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: 22,116 shares; 2024Q4: 22,865 shares; 2025Q1: 24,637 shares; 2025Q2: 25,692 shares; 2025Q3: 30,836 shares; 2025Q4: 32,985 shares; 2026Q1: 34,038 shares 34,038 $8.25M 0.14% +1,053 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,961 shares; 2024Q4: 288,032 shares; 2025Q1: 26,423 shares; 2025Q2: 26,424 shares; 2025Q3: 16,276 shares; 2025Q4: 218,727 shares; 2026Q1: 218,283 shares 218,283 $8.17M 0.14% -444 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,272 shares; 2024Q4: 76,072 shares; 2025Q1: 73,199 shares; 2025Q2: 72,320 shares; 2025Q3: 71,204 shares; 2025Q4: 70,804 shares; 2026Q1: 69,686 shares 69,686 $8M 0.13% -1,118 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,093 shares 116,093 $7.98M 0.13% new 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: 2,465 shares; 2024Q4: 2,397 shares; 2025Q1: 3,322 shares; 2025Q2: 3,709 shares; 2025Q3: 3,831 shares; 2025Q4: 4,353 shares; 2026Q1: 9,029 shares 9,029 $7.88M 0.13% +4,676 Timeline SPAB 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: 235,695 shares; 2024Q4: 416,488 shares; 2025Q1: 356,623 shares; 2025Q2: 337,417 shares; 2025Q3: 321,649 shares; 2025Q4: 308,653 shares; 2026Q1: 298,800 shares 298,800 $7.66M 0.13% -9,853 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,762 shares; 2024Q4: 569,234 shares; 2025Q1: 487,779 shares; 2025Q2: 474,778 shares; 2025Q3: 481,155 shares; 2025Q4: 315,543 shares; 2026Q1: 146,927 shares 146,927 $7.41M 0.12% -168,616 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,541 shares; 2024Q4: 168,137 shares; 2025Q1: 157,674 shares; 2025Q2: 197,508 shares; 2025Q3: 169,276 shares; 2025Q4: 163,498 shares; 2026Q1: 163,072 shares 163,072 $7.39M 0.12% -426 Timeline JPEF 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: 6,516 shares; 2024Q4: 20,148 shares; 2025Q1: 38,954 shares; 2025Q2: 44,743 shares; 2025Q3: 54,972 shares; 2025Q4: 83,606 shares; 2026Q1: 99,027 shares 99,027 $7.11M 0.12% +15,421 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 27,654 shares; 2025Q1: 26,066 shares; 2025Q2: 26,562 shares; 2025Q3: 25,491 shares; 2025Q4: 24,017 shares; 2026Q1: 24,533 shares 24,533 $6.93M 0.12% +516 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: 93,882 shares; 2024Q4: 161,305 shares; 2025Q1: 200,216 shares; 2025Q2: 230,327 shares; 2025Q3: 266,685 shares; 2025Q4: 364,735 shares; 2026Q1: 380,441 shares 380,441 $6.86M 0.12% +15,706 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 10,270 shares; 2025Q1: 11,582 shares; 2025Q2: 11,619 shares; 2025Q3: 10,043 shares; 2025Q4: 9,197 shares; 2026Q1: 82,682 shares 82,682 $6.78M 0.11% +73,485 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: 13,873 shares; 2024Q4: 17,791 shares; 2025Q1: 18,268 shares; 2025Q2: 18,160 shares; 2025Q3: 19,533 shares; 2025Q4: 19,449 shares; 2026Q1: 19,324 shares 19,324 $6.2M 0.1% -125 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: 226,111 shares; 2024Q4: 216,009 shares; 2025Q1: 211,526 shares; 2025Q2: 208,035 shares; 2025Q3: 200,105 shares; 2025Q4: 167,370 shares; 2026Q1: 215,528 shares 215,528 $6.19M 0.1% +48,158 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: 43,588 shares; 2024Q4: 44,235 shares; 2025Q1: 44,406 shares; 2025Q2: 45,536 shares; 2025Q3: 45,864 shares; 2025Q4: 46,904 shares; 2026Q1: 47,158 shares 47,158 $6.18M 0.1% +254 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,197 shares; 2024Q4: 87,438 shares; 2025Q1: 89,939 shares; 2025Q2: 89,392 shares; 2025Q3: 128,977 shares; 2025Q4: 50,241 shares; 2026Q1: 17,309 shares 17,309 $6.12M 0.1% -32,932 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,002 shares; 2024Q4: 96,577 shares; 2025Q1: 96,505 shares; 2025Q2: 96,293 shares; 2025Q3: 96,971 shares; 2025Q4: 95,402 shares; 2026Q1: 80,608 shares 80,608 $6.06M 0.1% -14,794 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: 5,230 shares; 2024Q4: 7,389 shares; 2025Q1: 9,918 shares; 2025Q2: 9,132 shares; 2025Q3: 9,273 shares; 2025Q4: 10,414 shares; 2026Q1: 24,312 shares 24,312 $5.9M 0.1% +13,898 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,862 shares; 2024Q4: 52,349 shares; 2025Q1: 46,520 shares; 2025Q2: 46,251 shares; 2025Q3: 48,494 shares; 2025Q4: 48,947 shares; 2026Q1: 48,555 shares 48,555 $5.76M 0.1% -392 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: 13,909 shares; 2024Q4: 13,721 shares; 2025Q1: 15,078 shares; 2025Q2: 15,165 shares; 2025Q3: 15,492 shares; 2025Q4: 14,368 shares; 2026Q1: 15,339 shares 15,339 $5.49M 0.09% +971 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,987 shares; 2024Q4: 55,607 shares; 2025Q1: 61,751 shares; 2025Q2: 59,037 shares; 2025Q3: 58,942 shares; 2025Q4: 58,674 shares; 2026Q1: 79,881 shares 79,881 $5.47M 0.09% +21,207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,209 shares; 2025Q4: 40,031 shares; 2026Q1: 39,920 shares 39,920 $5.43M 0.09% -111 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: 55,668 shares; 2024Q4: 65,404 shares; 2025Q1: 47,526 shares; 2025Q2: 52,230 shares; 2025Q3: 74,027 shares; 2025Q4: 92,622 shares; 2026Q1: 58,992 shares 58,992 $5.41M 0.09% -33,630 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,846 shares; 2024Q4: 407,541 shares; 2025Q1: 395,126 shares; 2025Q2: 393,926 shares; 2025Q3: 392,331 shares; 2025Q4: 355,135 shares; 2026Q1: 340,481 shares 340,481 $5.33M 0.09% -14,654 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: 11,257 shares; 2024Q4: 12,139 shares; 2025Q1: 12,008 shares; 2025Q2: 11,721 shares; 2025Q3: 12,020 shares; 2025Q4: 12,277 shares; 2026Q1: 12,359 shares 12,359 $5.27M 0.09% +82 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: 10,515 shares; 2024Q4: 10,485 shares; 2025Q1: 10,773 shares; 2025Q2: 10,652 shares; 2025Q3: 13,448 shares; 2025Q4: 14,109 shares; 2026Q1: 14,602 shares 14,602 $5.14M 0.09% +493 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: 323,258 shares; 2024Q4: 310,057 shares; 2025Q1: 296,208 shares; 2025Q2: 212,088 shares; 2025Q3: 64,986 shares; 2025Q4: 86,250 shares; 2026Q1: 81,349 shares 81,349 $4.98M 0.08% -4,901 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: 3,027 shares; 2024Q4: 3,217 shares; 2025Q1: 3,759 shares; 2025Q2: 3,954 shares; 2025Q3: 4,314 shares; 2025Q4: 41,217 shares; 2026Q1: 50,531 shares 50,531 $4.86M 0.08% +9,314 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,682 shares; 2024Q4: 179,063 shares; 2025Q1: 191,465 shares; 2025Q2: 191,382 shares; 2025Q3: 192,615 shares; 2025Q4: 192,604 shares; 2026Q1: 192,626 shares 192,626 $4.83M 0.08% +22 Timeline BOTZ 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: 83,489 shares; 2024Q4: 84,672 shares; 2025Q1: 94,997 shares; 2025Q2: 97,804 shares; 2025Q3: 96,554 shares; 2025Q4: 102,877 shares; 2026Q1: 143,823 shares 143,823 $4.78M 0.08% +40,946 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: 149,968 shares; 2024Q4: 147,205 shares; 2025Q1: 145,756 shares; 2025Q2: 129,998 shares; 2025Q3: 120,809 shares; 2025Q4: 86,465 shares; 2026Q1: 19,627 shares 19,627 $4.77M 0.08% -66,838 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 2,927 shares; 2025Q2: 8,795 shares; 2025Q3: 8,615 shares; 2025Q4: 8,005 shares; 2026Q1: 7,721 shares 7,721 $4.76M 0.08% -284 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,566 shares; 2024Q4: 193,596 shares; 2025Q1: 189,635 shares; 2025Q2: 187,775 shares; 2025Q3: 169,479 shares; 2025Q4: 168,034 shares; 2026Q1: 58,474 shares 58,474 $4.68M 0.08% -109,560 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 2,102 shares; 2025Q1: 2,347 shares; 2025Q2: 2,370 shares; 2025Q3: 2,510 shares; 2025Q4: 2,742 shares; 2026Q1: 5,039 shares 5,039 $4.51M 0.08% +2,297 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: 12,905 shares; 2024Q4: 12,064 shares; 2025Q1: 13,017 shares; 2025Q2: 13,024 shares; 2025Q3: 12,909 shares; 2025Q4: 14,490 shares; 2026Q1: 15,792 shares 15,792 $4.48M 0.08% +1,302 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: 37,017 shares; 2024Q4: 40,277 shares; 2025Q1: 64,030 shares; 2025Q2: 63,546 shares; 2025Q3: 64,172 shares; 2025Q4: 59,303 shares; 2026Q1: 55,228 shares 55,228 $4.4M 0.07% -4,075 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: 17,253 shares; 2024Q4: 16,515 shares; 2025Q1: 17,235 shares; 2025Q2: 16,654 shares; 2025Q3: 15,868 shares; 2025Q4: 16,111 shares; 2026Q1: 16,505 shares 16,505 $4.39M 0.07% +394 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: 134,657 shares; 2024Q4: 129,219 shares; 2025Q1: 115,905 shares; 2025Q2: 86,607 shares; 2025Q3: 58,890 shares; 2025Q4: 36,347 shares; 2026Q1: 28,702 shares 28,702 $4.31M 0.07% -7,645 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 11,269 shares; 2025Q1: 13,291 shares; 2025Q2: 13,180 shares; 2025Q3: 13,631 shares; 2025Q4: 14,113 shares; 2026Q1: 14,115 shares 14,115 $4.27M 0.07% +2 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: 15,542 shares; 2024Q4: 15,572 shares; 2025Q1: 16,665 shares; 2025Q2: 17,374 shares; 2025Q3: 17,707 shares; 2025Q4: 16,744 shares; 2026Q1: 17,066 shares 17,066 $4.23M 0.07% +322 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: 14,024 shares; 2024Q4: 15,310 shares; 2025Q1: 15,551 shares; 2025Q2: 16,264 shares; 2025Q3: 15,668 shares; 2025Q4: 31,716 shares; 2026Q1: 31,584 shares 31,584 $4.2M 0.07% -132 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: 18,220 shares; 2024Q4: 18,723 shares; 2025Q1: 18,613 shares; 2025Q2: 19,279 shares; 2025Q3: 19,804 shares; 2025Q4: 22,720 shares; 2026Q1: 25,196 shares 25,196 $4.17M 0.07% +2,476 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: 252,446 shares; 2024Q4: 117,186 shares; 2025Q1: 74,743 shares; 2025Q2: 64,714 shares; 2025Q3: 62,846 shares; 2025Q4: 44,820 shares; 2026Q1: 42,569 shares 42,569 $4.1M 0.07% -2,251 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: 134,515 shares; 2024Q4: 137,897 shares; 2025Q1: 136,149 shares; 2025Q2: 143,000 shares; 2025Q3: 143,348 shares; 2025Q4: 139,928 shares; 2026Q1: 145,322 shares 145,322 $4.08M 0.07% +5,394 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 7,368 shares; 2025Q1: 8,265 shares; 2025Q2: 8,109 shares; 2025Q3: 9,575 shares; 2025Q4: 11,475 shares; 2026Q1: 11,418 shares 11,418 $4.07M 0.07% -57 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: 5,671 shares; 2024Q4: 6,167 shares; 2025Q1: 6,869 shares; 2025Q2: 7,332 shares; 2025Q3: 8,017 shares; 2025Q4: 14,267 shares; 2026Q1: 13,277 shares 13,277 $4.02M 0.07% -990 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: 19,795 shares; 2024Q4: 22,881 shares; 2025Q1: 25,370 shares; 2025Q2: 30,059 shares; 2025Q3: 42,771 shares; 2025Q4: 41,006 shares; 2026Q1: 137,685 shares 137,685 $3.99M 0.07% +96,679 Timeline PSP 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: 70,000 shares; 2026Q1: 70,000 shares 70,000 $3.96M 0.07% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,898 shares; 2024Q4: 51,550 shares; 2025Q1: 48,254 shares; 2025Q2: 47,355 shares; 2025Q3: 45,575 shares; 2025Q4: 45,284 shares; 2026Q1: 42,582 shares 42,582 $3.95M 0.07% -2,702 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,710 shares; 2025Q1: 1,664 shares; 2025Q2: 1,249 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 14,400 shares 14,400 $3.92M 0.07% +13,178 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,121 shares; 2024Q4: 76,741 shares; 2025Q1: 76,336 shares; 2025Q2: 75,168 shares; 2025Q3: 71,600 shares; 2025Q4: 167,209 shares; 2026Q1: 172,477 shares 172,477 $3.91M 0.07% +5,268 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: 78,451 shares; 2024Q4: 76,443 shares; 2025Q1: 73,588 shares; 2025Q2: 74,603 shares; 2025Q3: 72,953 shares; 2025Q4: 68,550 shares; 2026Q1: 67,439 shares 67,439 $3.89M 0.07% -1,111 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: 45,693 shares; 2024Q4: 43,309 shares; 2025Q1: 46,967 shares; 2025Q2: 45,287 shares; 2025Q3: 44,105 shares; 2025Q4: 44,538 shares; 2026Q1: 42,841 shares 42,841 $3.84M 0.06% -1,697 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,897 shares; 2024Q4: 43,800 shares; 2025Q1: 43,074 shares; 2025Q2: 42,927 shares; 2025Q3: 42,680 shares; 2025Q4: 42,683 shares; 2026Q1: 42,290 shares 42,290 $3.8M 0.06% -393 Timeline IJT 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: 18,422 shares; 2024Q4: 18,352 shares; 2025Q1: 26,083 shares; 2025Q2: 25,179 shares; 2025Q3: 25,119 shares; 2025Q4: 27,119 shares; 2026Q1: 24,826 shares 24,826 $3.59M 0.06% -2,293 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602 $3.59M 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,176 shares; 2024Q4: 34,370 shares; 2025Q1: 35,623 shares; 2025Q2: 35,796 shares; 2025Q3: 34,168 shares; 2025Q4: 39,520 shares; 2026Q1: 41,837 shares 41,837 $3.57M 0.06% +2,317 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 26,398 shares; 2025Q1: 25,536 shares; 2025Q2: 25,233 shares; 2025Q3: 25,803 shares; 2025Q4: 26,251 shares; 2026Q1: 26,154 shares 26,154 $3.54M 0.06% -97 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: 5,678 shares; 2024Q4: 5,799 shares; 2025Q1: 10,275 shares; 2025Q2: 10,043 shares; 2025Q3: 9,151 shares; 2025Q4: 8,003 shares; 2026Q1: 7,756 shares 7,756 $3.46M 0.06% -247 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: 5,464 shares; 2024Q4: 11,642 shares; 2025Q1: 16,662 shares; 2025Q2: 18,280 shares; 2025Q3: 20,466 shares; 2025Q4: 23,773 shares; 2026Q1: 23,459 shares 23,459 $3.43M 0.06% -314 Timeline SHM 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: 49,675 shares; 2024Q4: 63,348 shares; 2025Q1: 71,714 shares; 2025Q2: 79,921 shares; 2025Q3: 85,801 shares; 2025Q4: 80,192 shares; 2026Q1: 69,941 shares 69,941 $3.35M 0.06% -10,251 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: 29,791 shares; 2024Q4: 44,239 shares; 2025Q1: 46,985 shares; 2025Q2: 51,630 shares; 2025Q3: 48,655 shares; 2025Q4: 18,395 shares; 2026Q1: 17,327 shares 17,327 $3.32M 0.06% -1,068 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: 12,643 shares; 2024Q4: 13,880 shares; 2025Q1: 13,859 shares; 2025Q2: 13,890 shares; 2025Q3: 14,517 shares; 2025Q4: 17,045 shares; 2026Q1: 16,649 shares 16,649 $3.27M 0.05% -396 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: 4,533 shares; 2024Q4: 4,762 shares; 2025Q1: 4,837 shares; 2025Q2: 4,991 shares; 2025Q3: 4,881 shares; 2025Q4: 5,110 shares; 2026Q1: 5,399 shares 5,399 $3.26M 0.05% +289 Timeline USFR 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: 70,884 shares; 2024Q4: 65,884 shares; 2025Q1: 65,884 shares; 2025Q2: 67,660 shares; 2025Q3: 68,668 shares; 2025Q4: 63,798 shares; 2026Q1: 63,786 shares 63,786 $3.21M 0.05% -12 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: 5,388 shares; 2024Q4: 6,190 shares; 2025Q1: 8,790 shares; 2025Q2: 8,792 shares; 2025Q3: 7,723 shares; 2025Q4: 12,312 shares; 2026Q1: 15,727 shares 15,727 $3.2M 0.05% +3,415 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: 20,794 shares; 2024Q4: 20,245 shares; 2025Q1: 22,598 shares; 2025Q2: 22,052 shares; 2025Q3: 21,365 shares; 2025Q4: 19,159 shares; 2026Q1: 18,425 shares 18,425 $3.18M 0.05% -734 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 11,637 shares; 2025Q1: 11,396 shares; 2025Q2: 10,835 shares; 2025Q3: 10,197 shares; 2025Q4: 9,732 shares; 2026Q1: 19,658 shares 19,658 $3.18M 0.05% +9,926 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,403 shares; 2024Q4: 95,141 shares; 2025Q1: 95,141 shares; 2025Q2: 97,160 shares; 2025Q3: 97,160 shares; 2025Q4: 94,221 shares; 2026Q1: 94,221 shares 94,221 $3.15M 0.05% 0 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826,390 shares; 2024Q4: 826,390 shares; 2025Q1: 826,390 shares; 2025Q2: 826,390 shares; 2025Q3: 826,390 shares; 2025Q4: 819,090 shares; 2026Q1: 819,090 shares 819,090 $3.15M 0.05% 0 Timeline SPMD 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: 67,916 shares; 2025Q2: 51,634 shares; 2025Q3: 52,811 shares; 2025Q4: 54,188 shares; 2026Q1: 52,956 shares 52,956 $3.14M 0.05% -1,232 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: 544,921 shares; 2024Q4: 542,425 shares; 2025Q1: 115,911 shares; 2025Q2: 81,675 shares; 2025Q3: 65,175 shares; 2025Q4: 56,885 shares; 2026Q1: 56,048 shares 56,048 $3.1M 0.05% -837 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: 3,289 shares; 2024Q4: 4,808 shares; 2025Q1: 5,603 shares; 2025Q2: 6,740 shares; 2025Q3: 6,835 shares; 2025Q4: 8,036 shares; 2026Q1: 9,160 shares 9,160 $3.1M 0.05% +1,124 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: 12,151 shares; 2024Q4: 12,830 shares; 2025Q1: 13,110 shares; 2025Q2: 16,155 shares; 2025Q3: 16,684 shares; 2025Q4: 17,511 shares; 2026Q1: 18,571 shares 18,571 $3.06M 0.05% +1,060 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: 5,045 shares; 2024Q4: 5,191 shares; 2025Q1: 5,217 shares; 2025Q2: 5,256 shares; 2025Q3: 6,132 shares; 2025Q4: 6,812 shares; 2026Q1: 6,983 shares 6,983 $3.05M 0.05% +171 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 2,968 shares; 2025Q4: 10,990 shares; 2026Q1: 10,910 shares 10,910 $2.95M 0.05% -80 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,294 shares; 2024Q4: 63,593 shares; 2025Q1: 58,732 shares; 2025Q2: 60,172 shares; 2025Q3: 60,485 shares; 2025Q4: 60,721 shares; 2026Q1: 62,028 shares 62,028 $2.92M 0.05% +1,307 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,731 shares; 2026Q1: 13,703 shares 13,703 $2.9M 0.05% +11,972 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: 9,980 shares; 2024Q4: 9,990 shares; 2025Q1: 11,699 shares; 2025Q2: 11,455 shares; 2025Q3: 11,192 shares; 2025Q4: 11,212 shares; 2026Q1: 11,213 shares 11,213 $2.89M 0.05% +1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,619 shares; 2024Q4: 10,098 shares; 2025Q1: 10,776 shares; 2025Q2: 10,894 shares; 2025Q3: 10,828 shares; 2025Q4: 10,910 shares; 2026Q1: 13,665 shares 13,665 $2.89M 0.05% +2,755 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: 4,997 shares; 2024Q4: 6,383 shares; 2025Q1: 5,201 shares; 2025Q2: 6,245 shares; 2025Q3: 6,715 shares; 2025Q4: 6,700 shares; 2026Q1: 6,679 shares 6,679 $2.87M 0.05% -21 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,090 shares; 2024Q4: 30,055 shares; 2025Q1: 29,908 shares; 2025Q2: 27,017 shares; 2025Q3: 25,895 shares; 2025Q4: 24,543 shares; 2026Q1: 24,050 shares 24,050 $2.82M 0.05% -493 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: 12,176 shares; 2024Q4: 14,497 shares; 2025Q1: 14,957 shares; 2025Q2: 15,912 shares; 2025Q3: 17,340 shares; 2025Q4: 18,243 shares; 2026Q1: 19,860 shares 19,860 $2.77M 0.05% +1,617 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: 8,735 shares; 2024Q4: 8,800 shares; 2025Q1: 9,153 shares; 2025Q2: 9,163 shares; 2025Q3: 10,048 shares; 2025Q4: 10,853 shares; 2026Q1: 11,580 shares 11,580 $2.74M 0.05% +727 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: 18,603 shares; 2024Q4: 18,236 shares; 2025Q1: 18,763 shares; 2025Q2: 19,037 shares; 2025Q3: 19,190 shares; 2025Q4: 20,520 shares; 2026Q1: 21,369 shares 21,369 $2.7M 0.05% +849 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: 4,432 shares; 2024Q4: 4,524 shares; 2025Q1: 4,634 shares; 2025Q2: 4,855 shares; 2025Q3: 5,011 shares; 2025Q4: 5,918 shares; 2026Q1: 5,839 shares 5,839 $2.69M 0.05% -79 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 16,920 shares; 2025Q1: 16,838 shares; 2025Q2: 22,258 shares; 2025Q3: 19,200 shares; 2025Q4: 18,678 shares; 2026Q1: 18,115 shares 18,115 $2.66M 0.04% -563 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: 660,812 shares; 2024Q4: 660,489 shares; 2025Q1: 655,445 shares; 2025Q2: 682,277 shares; 2025Q3: 644,595 shares; 2025Q4: 52,330 shares; 2026Q1: 47,595 shares 47,595 $2.66M 0.04% -4,735 Timeline SUSA 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: 10,807 shares; 2024Q4: 10,988 shares; 2025Q1: 20,676 shares; 2025Q2: 19,844 shares; 2025Q3: 19,229 shares; 2025Q4: 19,229 shares; 2026Q1: 19,910 shares 19,910 $2.63M 0.04% +681 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: 33,625 shares; 2024Q4: 33,603 shares; 2025Q1: 33,112 shares; 2025Q2: 35,151 shares; 2025Q3: 34,931 shares; 2025Q4: 26,714 shares; 2026Q1: 27,186 shares 27,186 $2.62M 0.04% +472 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,586 shares; 2024Q4: 3,930 shares; 2025Q1: 3,739 shares; 2025Q2: 3,709 shares; 2025Q3: 3,887 shares; 2025Q4: 3,898 shares; 2026Q1: 3,627 shares 3,627 $2.53M 0.04% -271 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,941 shares; 2025Q2: 128,918 shares; 2025Q3: 128,934 shares; 2025Q4: 128,937 shares; 2026Q1: 128,927 shares 128,927 $2.51M 0.04% -10 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: 11,959 shares; 2024Q4: 12,220 shares; 2025Q1: 12,647 shares; 2025Q2: 13,213 shares; 2025Q3: 13,496 shares; 2025Q4: 13,431 shares; 2026Q1: 13,745 shares 13,745 $2.48M 0.04% +314 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: 877 shares; 2024Q4: 1,017 shares; 2025Q1: 1,852 shares; 2025Q2: 1,992 shares; 2025Q3: 2,208 shares; 2025Q4: 2,450 shares; 2026Q1: 2,559 shares 2,559 $2.46M 0.04% +109 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,967 shares; 2025Q1: 3,816 shares; 2025Q2: 3,604 shares; 2025Q3: 3,937 shares; 2025Q4: 5,798 shares; 2026Q1: 7,240 shares 7,240 $2.45M 0.04% +1,442 Timeline IAT 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: 59,416 shares; 2024Q4: 58,757 shares; 2025Q1: 52,557 shares; 2025Q2: 51,532 shares; 2025Q3: 46,861 shares; 2025Q4: 46,026 shares; 2026Q1: 45,376 shares 45,376 $2.44M 0.04% -650 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,265 shares; 2025Q4: 17,022 shares; 2026Q1: 15,129 shares 15,129 $2.4M 0.04% -1,893 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,738 shares; 2024Q4: 9,745 shares; 2025Q1: 9,610 shares; 2025Q2: 6,125 shares; 2025Q3: 6,251 shares; 2025Q4: 6,429 shares; 2026Q1: 7,302 shares 7,302 $2.36M 0.04% +873 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: 4,280 shares; 2024Q4: 4,301 shares; 2025Q1: 4,467 shares; 2025Q2: 4,860 shares; 2025Q3: 5,019 shares; 2025Q4: 5,051 shares; 2026Q1: 5,411 shares 5,411 $2.35M 0.04% +360 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF 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: 12,385 shares; 2025Q3: 48,432 shares; 2025Q4: 77,075 shares; 2026Q1: 91,161 shares 91,161 $2.35M 0.04% +14,086 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,284 shares; 2024Q4: 16,868 shares; 2025Q1: 15,726 shares; 2025Q2: 14,419 shares; 2025Q3: 14,061 shares; 2025Q4: 14,211 shares; 2026Q1: 13,886 shares 13,886 $2.34M 0.04% -325 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: 2,761 shares; 2024Q4: 2,895 shares; 2025Q1: 3,118 shares; 2025Q2: 3,251 shares; 2025Q3: 2,362 shares; 2025Q4: 3,145 shares; 2026Q1: 4,048 shares 4,048 $2.28M 0.04% +903 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: 52,033 shares; 2024Q4: 51,388 shares; 2025Q1: 38,038 shares; 2025Q2: 35,075 shares; 2025Q3: 33,466 shares; 2025Q4: 27,220 shares; 2026Q1: 25,610 shares 25,610 $2.26M 0.04% -1,610 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: 1,779 shares; 2024Q4: 1,723 shares; 2025Q1: 2,607 shares; 2025Q2: 2,561 shares; 2025Q3: 3,150 shares; 2025Q4: 3,038 shares; 2026Q1: 4,426 shares 4,426 $2.19M 0.04% +1,388 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,434 shares; 2024Q4: 26,407 shares; 2025Q1: 29,898 shares; 2025Q2: 36,639 shares; 2025Q3: 36,005 shares; 2025Q4: 35,467 shares; 2026Q1: 27,292 shares 27,292 $2.14M 0.04% -8,175 Timeline SPHQ 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: 39,482 shares; 2024Q4: 39,909 shares; 2025Q1: 38,349 shares; 2025Q2: 39,672 shares; 2025Q3: 38,484 shares; 2025Q4: 30,210 shares; 2026Q1: 28,217 shares 28,217 $2.12M 0.04% -1,993 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,280 shares; 2024Q4: 101,730 shares; 2025Q1: 100,730 shares; 2025Q2: 100,729 shares; 2025Q3: 100,644 shares; 2025Q4: 100,131 shares; 2026Q1: 100,086 shares 100,086 $2.1M 0.04% -45 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,056 shares; 2025Q1: 9,035 shares; 2025Q2: 8,842 shares; 2025Q3: 8,837 shares; 2025Q4: 8,905 shares; 2026Q1: 8,730 shares 8,730 $2.1M 0.04% -175 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: not reported; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 193 shares; 2025Q3: 184 shares; 2025Q4: 199 shares; 2026Q1: 1,803 shares 1,803 $2.09M 0.04% +1,604 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: 11,267 shares; 2024Q4: 11,713 shares; 2025Q1: 11,932 shares; 2025Q2: 12,478 shares; 2025Q3: 12,323 shares; 2025Q4: 15,714 shares; 2026Q1: 17,166 shares 17,166 $2.08M 0.03% +1,452 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: 9,558 shares; 2024Q4: 9,473 shares; 2025Q1: 10,818 shares; 2025Q2: 10,780 shares; 2025Q3: 9,958 shares; 2025Q4: 13,286 shares; 2026Q1: 18,258 shares 18,258 $2.07M 0.03% +4,972 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,494 shares; 2026Q1: 9,494 shares 9,494 $2.06M 0.03% +6,000 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: 23,454 shares; 2024Q4: 28,348 shares; 2025Q1: 26,630 shares; 2025Q2: 26,615 shares; 2025Q3: 25,047 shares; 2025Q4: 25,786 shares; 2026Q1: 31,917 shares 31,917 $2.05M 0.03% +6,131 Timeline SPIB 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: 55,321 shares; 2024Q4: 58,550 shares; 2025Q1: 61,171 shares; 2025Q2: 62,314 shares; 2025Q3: 62,552 shares; 2025Q4: 63,171 shares; 2026Q1: 59,699 shares 59,699 $2M 0.03% -3,472 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,211 shares; 2024Q4: 14,231 shares; 2025Q1: 14,314 shares; 2025Q2: 14,218 shares; 2025Q3: 14,273 shares; 2025Q4: 14,339 shares; 2026Q1: 14,268 shares 14,268 $1.99M 0.03% -71 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: 3,315 shares; 2024Q4: 3,435 shares; 2025Q1: 3,854 shares; 2025Q2: 4,203 shares; 2025Q3: 4,662 shares; 2025Q4: 5,487 shares; 2026Q1: 5,654 shares 5,654 $1.94M 0.03% +167 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,178 shares 28,178 $1.93M 0.03% new Timeline IYE 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: 234,637 shares; 2024Q4: 225,756 shares; 2025Q1: 220,523 shares; 2025Q2: 178,601 shares; 2025Q3: 35,674 shares; 2025Q4: 29,438 shares; 2026Q1: 29,342 shares 29,342 $1.9M 0.03% -96 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,303 shares; 2024Q4: 50,363 shares; 2025Q1: 50,337 shares; 2025Q2: 43,338 shares; 2025Q3: 43,499 shares; 2025Q4: 47,156 shares; 2026Q1: 49,336 shares 49,336 $1.88M 0.03% +2,180 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: 19,052 shares; 2024Q4: 19,052 shares; 2025Q1: 17,622 shares; 2025Q2: 17,806 shares; 2025Q3: 17,806 shares; 2025Q4: 18,625 shares; 2026Q1: 18,625 shares 18,625 $1.87M 0.03% 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: 18,138 shares; 2024Q4: 18,871 shares; 2025Q1: 18,232 shares; 2025Q2: 17,422 shares; 2025Q3: 17,422 shares; 2025Q4: 16,401 shares; 2026Q1: 16,390 shares 16,390 $1.85M 0.03% -11 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: 7,707 shares; 2024Q4: 8,106 shares; 2025Q1: 8,421 shares; 2025Q2: 7,968 shares; 2025Q3: 8,154 shares; 2025Q4: 8,263 shares; 2026Q1: 8,475 shares 8,475 $1.82M 0.03% +212 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: 19,407 shares; 2024Q4: 20,972 shares; 2025Q1: 21,627 shares; 2025Q2: 21,705 shares; 2025Q3: 22,372 shares; 2025Q4: 22,944 shares; 2026Q1: 27,015 shares 27,015 $1.78M 0.03% +4,071 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: 787 shares; 2024Q4: 3,654 shares; 2025Q1: 3,843 shares; 2025Q2: 3,865 shares; 2025Q3: 6,079 shares; 2025Q4: 6,100 shares; 2026Q1: 4,507 shares 4,507 $1.76M 0.03% -1,593 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: 11,483 shares; 2025Q1: 12,409 shares; 2025Q2: 13,628 shares; 2025Q3: 13,754 shares; 2025Q4: 11,197 shares; 2026Q1: 11,067 shares 11,067 $1.74M 0.03% -130 Timeline SHLD 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: 24,561 shares 24,561 $1.74M 0.03% new 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: 240,511 shares; 2024Q4: 47,938 shares; 2025Q1: 32,506 shares; 2025Q2: 29,616 shares; 2025Q3: 26,390 shares; 2025Q4: 24,061 shares; 2026Q1: 20,769 shares 20,769 $1.69M 0.03% -3,292 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: 7,089 shares; 2024Q4: 6,524 shares; 2025Q1: 6,935 shares; 2025Q2: 6,660 shares; 2025Q3: 8,800 shares; 2025Q4: 11,602 shares; 2026Q1: 19,375 shares 19,375 $1.68M 0.03% +7,773 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,759 shares; 2024Q4: 3,775 shares; 2025Q1: 3,791 shares; 2025Q2: 3,814 shares; 2025Q3: 3,910 shares; 2025Q4: 4,494 shares; 2026Q1: 4,575 shares 4,575 $1.66M 0.03% +81 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,930 shares; 2025Q1: 2,024 shares; 2025Q2: 2,331 shares; 2025Q3: 2,539 shares; 2025Q4: 2,854 shares; 2026Q1: 3,049 shares 3,049 $1.64M 0.03% +195 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,972 shares; 2024Q4: 19,380 shares; 2025Q1: 20,033 shares; 2025Q2: 18,165 shares; 2025Q3: 17,519 shares; 2025Q4: 19,793 shares; 2026Q1: 22,152 shares 22,152 $1.59M 0.03% +2,359 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: 37,591 shares; 2024Q4: 38,187 shares; 2025Q1: 35,364 shares; 2025Q2: 35,331 shares; 2025Q3: 32,026 shares; 2025Q4: 31,790 shares; 2026Q1: 32,031 shares 32,031 $1.58M 0.03% +241 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: 1,905 shares; 2024Q4: 4,548 shares; 2025Q1: 2,395 shares; 2025Q2: 2,657 shares; 2025Q3: 2,879 shares; 2025Q4: 4,032 shares; 2026Q1: 4,841 shares 4,841 $1.58M 0.03% +809 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,821 shares; 2024Q4: 22,821 shares; 2025Q1: 22,821 shares; 2025Q2: 19,646 shares; 2025Q3: 19,046 shares; 2025Q4: 12,929 shares; 2026Q1: 50,729 shares 50,729 $1.56M 0.03% +37,800 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: 17,925 shares; 2024Q4: 15,749 shares; 2025Q1: 23,272 shares; 2025Q2: 18,241 shares; 2025Q3: 23,264 shares; 2025Q4: 29,743 shares; 2026Q1: 35,305 shares 35,305 $1.56M 0.03% +5,562 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,613 shares; 2024Q4: 22,613 shares; 2025Q1: 22,613 shares; 2025Q2: 22,613 shares; 2025Q3: 22,613 shares; 2025Q4: 22,613 shares; 2026Q1: 22,613 shares 22,613 $1.54M 0.03% 0 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: 521 shares; 2024Q4: 551 shares; 2025Q1: 1,577 shares; 2025Q2: 22,797 shares; 2025Q3: 22,773 shares; 2025Q4: 18,602 shares; 2026Q1: 16,576 shares 16,576 $1.53M 0.03% -2,026 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,348 shares; 2025Q4: 27,324 shares; 2026Q1: 32,995 shares 32,995 $1.53M 0.03% +5,671 Timeline DVYE 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: 40,466 shares; 2024Q4: 41,393 shares; 2025Q1: 41,393 shares; 2025Q2: 42,647 shares; 2025Q3: 44,116 shares; 2025Q4: 44,119 shares; 2026Q1: 44,117 shares 44,117 $1.52M 0.03% -2 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 52,471 shares 52,471 $1.51M 0.03% new 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: 3,878 shares; 2024Q4: 4,147 shares; 2025Q1: 5,357 shares; 2025Q2: 4,419 shares; 2025Q3: 5,127 shares; 2025Q4: 5,898 shares; 2026Q1: 5,530 shares 5,530 $1.5M 0.03% -368 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,023 shares; 2024Q4: 15,019 shares; 2025Q1: 15,045 shares; 2025Q2: 15,108 shares; 2025Q3: 15,097 shares; 2025Q4: 15,152 shares; 2026Q1: 15,208 shares 15,208 $1.5M 0.03% +56 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: 13,098 shares; 2024Q4: 13,928 shares; 2025Q1: 15,500 shares; 2025Q2: 18,035 shares; 2025Q3: 20,933 shares; 2025Q4: 19,587 shares; 2026Q1: 29,708 shares 29,708 $1.49M 0.03% +10,121 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,071 shares; 2024Q4: 93,522 shares; 2025Q1: 80,559 shares; 2025Q2: 81,774 shares; 2025Q3: 77,532 shares; 2025Q4: 59,939 shares; 2026Q1: 56,817 shares 56,817 $1.48M 0.02% -3,122 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: 17,492 shares; 2024Q4: 19,622 shares; 2025Q1: 18,910 shares; 2025Q2: 18,805 shares; 2025Q3: 19,622 shares; 2025Q4: 26,574 shares; 2026Q1: 27,392 shares 27,392 $1.48M 0.02% +818 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: 17,782 shares; 2024Q4: 18,039 shares; 2025Q1: 18,782 shares; 2025Q2: 19,248 shares; 2025Q3: 17,773 shares; 2025Q4: 17,793 shares; 2026Q1: 18,067 shares 18,067 $1.45M 0.02% +274 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: 591 shares; 2024Q4: 727 shares; 2025Q1: 679 shares; 2025Q2: 643 shares; 2025Q3: 754 shares; 2025Q4: 948 shares; 2026Q1: 1,087 shares 1,087 $1.44M 0.02% +139 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: 2,622 shares; 2024Q4: 3,162 shares; 2025Q1: 3,338 shares; 2025Q2: 3,433 shares; 2025Q3: 3,842 shares; 2025Q4: 4,825 shares; 2026Q1: 7,234 shares 7,234 $1.43M 0.02% +2,409 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: 4,317 shares; 2024Q4: 4,452 shares; 2025Q1: 4,334 shares; 2025Q2: 4,508 shares; 2025Q3: 4,613 shares; 2025Q4: 4,890 shares; 2026Q1: 4,989 shares 4,989 $1.43M 0.02% +99 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: 5,353 shares; 2025Q1: 5,278 shares; 2025Q2: 6,930 shares; 2025Q3: 8,851 shares; 2025Q4: 8,849 shares; 2026Q1: 11,578 shares 11,578 $1.42M 0.02% +2,729 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: 5,978 shares; 2024Q4: 9,824 shares; 2025Q1: 9,166 shares; 2025Q2: 9,202 shares; 2025Q3: 10,328 shares; 2025Q4: 9,881 shares; 2026Q1: 9,752 shares 9,752 $1.42M 0.02% -129 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,450 shares; 2025Q1: 6,668 shares; 2025Q2: 7,683 shares; 2025Q3: 7,678 shares; 2025Q4: 7,716 shares; 2026Q1: 9,097 shares 9,097 $1.41M 0.02% +1,381 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,045 shares 30,045 $1.4M 0.02% new Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,565 shares; 2024Q4: 53,565 shares; 2025Q1: 53,565 shares; 2025Q2: 53,565 shares; 2025Q3: 53,578 shares; 2025Q4: 53,565 shares; 2026Q1: 53,585 shares 53,585 $1.39M 0.02% +20 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,242 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 4,134 shares 4,134 $1.36M 0.02% +2,093 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: 3,391 shares; 2024Q4: 3,341 shares; 2025Q1: 7,128 shares; 2025Q2: 6,813 shares; 2025Q3: 6,795 shares; 2025Q4: 5,499 shares; 2026Q1: 4,301 shares 4,301 $1.35M 0.02% -1,198 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,718 shares; 2025Q1: 6,464 shares; 2025Q2: 6,433 shares; 2025Q3: 6,588 shares; 2025Q4: 12,872 shares; 2026Q1: 12,356 shares 12,356 $1.35M 0.02% -516 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,583 shares; 2024Q4: 35,555 shares; 2025Q1: 35,556 shares; 2025Q2: 33,907 shares; 2025Q3: 33,677 shares; 2025Q4: 33,077 shares; 2026Q1: 33,106 shares 33,106 $1.3M 0.02% +29 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: 66,531 shares; 2024Q4: 67,928 shares; 2025Q1: 81,418 shares; 2025Q2: 80,443 shares; 2025Q3: 26,348 shares; 2025Q4: 22,829 shares; 2026Q1: 20,712 shares 20,712 $1.3M 0.02% -2,117 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,973 shares; 2024Q4: 105,247 shares; 2025Q1: 101,453 shares; 2025Q2: 98,173 shares; 2025Q3: 76,107 shares; 2025Q4: 54,510 shares; 2026Q1: 53,170 shares 53,170 $1.3M 0.02% -1,340 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: 813 shares; 2024Q4: 827 shares; 2025Q1: 2,652 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares; 2025Q4: 2,129 shares; 2026Q1: 1,901 shares 1,901 $1.3M 0.02% -228 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,721 shares; 2024Q4: 19,694 shares; 2025Q1: 19,825 shares; 2025Q2: 19,927 shares; 2025Q3: 20,046 shares; 2025Q4: 20,399 shares; 2026Q1: 20,822 shares 20,822 $1.28M 0.02% +423 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: 4,170 shares; 2024Q4: 4,514 shares; 2025Q1: 4,654 shares; 2025Q2: 4,931 shares; 2025Q3: 5,240 shares; 2025Q4: 5,324 shares; 2026Q1: 6,286 shares 6,286 $1.28M 0.02% +962 Timeline EFIV 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: 10,378 shares; 2025Q3: 11,471 shares; 2025Q4: 13,840 shares; 2026Q1: 20,224 shares 20,224 $1.28M 0.02% +6,384 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 3,071 shares; 2025Q1: 2,876 shares; 2025Q2: 3,047 shares; 2025Q3: 3,404 shares; 2025Q4: 11,243 shares; 2026Q1: 12,260 shares 12,260 $1.25M 0.02% +1,017 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: 6,420 shares; 2024Q4: 7,777 shares; 2025Q1: 7,578 shares; 2025Q2: 7,509 shares; 2025Q3: 7,482 shares; 2025Q4: 8,119 shares; 2026Q1: 9,433 shares 9,433 $1.25M 0.02% +1,314 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 7,920 shares; 2025Q1: 8,445 shares; 2025Q2: 8,271 shares; 2025Q3: 8,631 shares; 2025Q4: 9,260 shares; 2026Q1: 9,477 shares 9,477 $1.24M 0.02% +217 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,765 shares; 2024Q4: 25,264 shares; 2025Q1: 20,374 shares; 2025Q2: 18,223 shares; 2025Q3: 18,007 shares; 2025Q4: 17,693 shares; 2026Q1: 17,276 shares 17,276 $1.24M 0.02% -417 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,198 shares; 2024Q4: 43,628 shares; 2025Q1: 41,990 shares; 2025Q2: 29,801 shares; 2025Q3: 33,405 shares; 2025Q4: 33,164 shares; 2026Q1: 63,465 shares 63,465 $1.24M 0.02% +30,301 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: 5,098 shares; 2024Q4: 5,379 shares; 2025Q1: 5,403 shares; 2025Q2: 6,406 shares; 2025Q3: 9,028 shares; 2025Q4: 7,615 shares; 2026Q1: 9,275 shares 9,275 $1.21M 0.02% +1,660 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,980 shares; 2024Q4: 25,980 shares; 2025Q1: 25,980 shares; 2025Q2: 25,995 shares; 2025Q3: 32,761 shares; 2025Q4: 29,369 shares; 2026Q1: 27,516 shares 27,516 $1.21M 0.02% -1,853 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,508 shares; 2025Q1: 4,025 shares; 2025Q2: 5,103 shares; 2025Q3: 5,788 shares; 2025Q4: 6,535 shares; 2026Q1: 6,395 shares 6,395 $1.17M 0.02% -140 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 4,410 shares; 2025Q2: 5,192 shares; 2025Q3: 5,244 shares; 2025Q4: 5,778 shares; 2026Q1: 12,162 shares 12,162 $1.16M 0.02% +6,384 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: 3,662 shares; 2024Q4: 4,007 shares; 2025Q1: 10,234 shares; 2025Q2: 8,645 shares; 2025Q3: 8,597 shares; 2025Q4: 5,356 shares; 2026Q1: 4,446 shares 4,446 $1.16M 0.02% -910 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: 2,103 shares; 2024Q4: 2,060 shares; 2025Q1: 6,301 shares; 2025Q2: 7,088 shares; 2025Q3: 6,320 shares; 2025Q4: 5,807 shares; 2026Q1: 4,998 shares 4,998 $1.15M 0.02% -809 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: 1,659 shares; 2024Q4: 1,860 shares; 2025Q1: 2,271 shares; 2025Q2: 2,250 shares; 2025Q3: 2,484 shares; 2025Q4: 3,175 shares; 2026Q1: 3,324 shares 3,324 $1.15M 0.02% +149 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: 5,857 shares; 2024Q4: 11,257 shares; 2025Q1: 15,583 shares; 2025Q2: 13,666 shares; 2025Q3: 14,746 shares; 2025Q4: 14,619 shares; 2026Q1: 18,762 shares 18,762 $1.14M 0.02% +4,143 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: 6,836 shares; 2024Q4: 6,562 shares; 2025Q1: 9,420 shares; 2025Q2: 8,347 shares; 2025Q3: 10,985 shares; 2025Q4: 11,569 shares; 2026Q1: 15,622 shares 15,622 $1.12M 0.02% +4,053 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 4,051 shares; 2025Q1: 4,372 shares; 2025Q2: 4,877 shares; 2025Q3: 5,137 shares; 2025Q4: 5,838 shares; 2026Q1: 13,835 shares 13,835 $1.12M 0.02% +7,997 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: 5,204 shares; 2024Q4: 5,279 shares; 2025Q1: 5,295 shares; 2025Q2: 5,438 shares; 2025Q3: 5,441 shares; 2025Q4: 5,435 shares; 2026Q1: 5,366 shares 5,366 $1.12M 0.02% -69 Timeline IJS 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: 2,915 shares; 2024Q4: 9,741 shares; 2025Q1: 9,803 shares; 2025Q2: 8,892 shares; 2025Q3: 9,083 shares; 2025Q4: 9,153 shares; 2026Q1: 9,154 shares 9,154 $1.08M 0.02% +1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,320 shares; 2024Q4: 9,831 shares; 2025Q1: 13,091 shares; 2025Q2: 13,209 shares; 2025Q3: 14,371 shares; 2025Q4: 13,972 shares; 2026Q1: 14,486 shares 14,486 $1.07M 0.02% +514 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: 2,858 shares; 2024Q4: 2,445 shares; 2025Q1: 2,432 shares; 2025Q2: 2,868 shares; 2025Q3: 3,326 shares; 2025Q4: 3,973 shares; 2026Q1: 5,182 shares 5,182 $1.03M 0.02% +1,209 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: 4,858 shares; 2024Q4: 4,768 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,738 shares; 2026Q1: 6,624 shares 6,624 $1M 0.02% +1,886 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,740 shares; 2024Q4: 23,086 shares; 2025Q1: 26,534 shares; 2025Q2: 25,002 shares; 2025Q3: 24,718 shares; 2025Q4: 21,364 shares; 2026Q1: 18,983 shares 18,983 $1M 0.02% -2,381 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 9,696 shares; 2025Q1: 9,923 shares; 2025Q2: 10,093 shares; 2025Q3: 10,319 shares; 2025Q4: 10,295 shares; 2026Q1: 11,220 shares 11,220 $974K 0.02% +925 Timeline PFF 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: 31,771 shares; 2024Q4: 32,543 shares; 2025Q1: 33,088 shares; 2025Q2: 33,863 shares; 2025Q3: 33,661 shares; 2025Q4: 32,036 shares; 2026Q1: 31,661 shares 31,661 $960K 0.02% -375 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,546 shares; 2025Q1: 2,850 shares; 2025Q2: 2,510 shares; 2025Q3: 2,713 shares; 2025Q4: 3,023 shares; 2026Q1: 5,603 shares 5,603 $947K 0.02% +2,580 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,075 shares; 2025Q1: 671 shares; 2025Q2: 669 shares; 2025Q3: 670 shares; 2025Q4: 514 shares; 2026Q1: 490 shares 490 $938K 0.02% -24 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: 15,777 shares; 2024Q4: 15,710 shares; 2025Q1: 16,929 shares; 2025Q2: 16,658 shares; 2025Q3: 16,495 shares; 2025Q4: 15,815 shares; 2026Q1: 16,610 shares 16,610 $935K 0.02% +795 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 6,659 shares; 2025Q1: 6,676 shares; 2025Q2: 6,575 shares; 2025Q3: 6,808 shares; 2025Q4: 7,571 shares; 2026Q1: 8,258 shares 8,258 $928K 0.02% +687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,150 shares; 2025Q4: 24,582 shares; 2026Q1: 22,726 shares 22,726 $920K 0.02% -1,856 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,068 shares; 2024Q4: 6,608 shares; 2025Q1: 7,417 shares; 2025Q2: 14,072 shares; 2025Q3: 15,138 shares; 2025Q4: 17,637 shares; 2026Q1: 19,660 shares 19,660 $912K 0.02% +2,023 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: not reported; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: 5,982 shares; 2025Q3: 5,758 shares; 2025Q4: 4,604 shares; 2026Q1: 3,171 shares 3,171 $900K 0.02% -1,433 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: not reported; 2024Q4: 437 shares; 2025Q1: 574 shares; 2025Q2: 649 shares; 2025Q3: 752 shares; 2025Q4: 862 shares; 2026Q1: 1,037 shares 1,037 $897K 0.02% +175 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: 7,670 shares; 2024Q4: 8,050 shares; 2025Q1: 8,399 shares; 2025Q2: 8,407 shares; 2025Q3: 6,288 shares; 2025Q4: 8,931 shares; 2026Q1: 9,835 shares 9,835 $889K 0.01% +904 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 8,769 shares; 2025Q2: 8,729 shares; 2025Q3: 8,729 shares; 2025Q4: 8,979 shares; 2026Q1: 10,055 shares 10,055 $886K 0.01% +1,076 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: 4,889 shares; 2024Q4: 6,823 shares; 2025Q1: 7,497 shares; 2025Q2: 7,592 shares; 2025Q3: 8,335 shares; 2025Q4: 8,849 shares; 2026Q1: 10,516 shares 10,516 $880K 0.01% +1,667 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: 23,323 shares; 2024Q4: 18,986 shares; 2025Q1: 17,442 shares; 2025Q2: 18,224 shares; 2025Q3: 16,635 shares; 2025Q4: 16,615 shares; 2026Q1: 15,445 shares 15,445 $877K 0.01% -1,170 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: not reported; 2024Q4: 10,773 shares; 2025Q1: 8,221 shares; 2025Q2: 8,520 shares; 2025Q3: 8,292 shares; 2025Q4: 8,196 shares; 2026Q1: 7,392 shares 7,392 $877K 0.01% -804 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,253 shares 18,253 $868K 0.01% new 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: 4,721 shares; 2024Q4: 4,900 shares; 2025Q1: 5,796 shares; 2025Q2: 6,146 shares; 2025Q3: 7,628 shares; 2025Q4: 8,106 shares; 2026Q1: 8,919 shares 8,919 $867K 0.01% +813 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 3,161 shares; 2025Q1: 3,107 shares; 2025Q2: 3,159 shares; 2025Q3: 4,052 shares; 2025Q4: 4,052 shares; 2026Q1: 4,050 shares 4,050 $865K 0.01% -2 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,205 shares; 2025Q4: 6,102 shares; 2026Q1: 7,924 shares 7,924 $858K 0.01% +1,822 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,430 shares; 2025Q3: 1,841 shares; 2025Q4: 3,098 shares; 2026Q1: 3,680 shares 3,680 $848K 0.01% +582 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 2,042 shares; 2025Q1: 1,849 shares; 2025Q2: 2,099 shares; 2025Q3: 2,295 shares; 2025Q4: 2,641 shares; 2026Q1: 4,399 shares 4,399 $844K 0.01% +1,758 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,775 shares; 2025Q4: 3,426 shares; 2026Q1: 3,410 shares 3,410 $833K 0.01% -16 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,051 shares; 2025Q2: 17,052 shares; 2025Q3: 16,004 shares; 2025Q4: 9,612 shares; 2026Q1: 5,672 shares 5,672 $825K 0.01% -3,940 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: not reported; 2024Q4: not reported; 2025Q1: 915 shares; 2025Q2: 1,317 shares; 2025Q3: 1,701 shares; 2025Q4: 2,829 shares; 2026Q1: 3,444 shares 3,444 $824K 0.01% +615 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: 323 shares; 2024Q4: 470 shares; 2025Q1: 506 shares; 2025Q2: 605 shares; 2025Q3: 526 shares; 2025Q4: 615 shares; 2026Q1: 752 shares 752 $820K 0.01% +137 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,126 shares; 2025Q1: 2,666 shares; 2025Q2: 2,497 shares; 2025Q3: 2,672 shares; 2025Q4: 5,140 shares; 2026Q1: 6,485 shares 6,485 $819K 0.01% +1,345 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: not reported; 2024Q4: not reported; 2025Q1: 7,965 shares; 2025Q2: 6,989 shares; 2025Q3: 6,305 shares; 2025Q4: 5,053 shares; 2026Q1: 3,987 shares 3,987 $813K 0.01% -1,066 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: 1,735 shares; 2024Q4: 2,237 shares; 2025Q1: 2,762 shares; 2025Q2: 2,232 shares; 2025Q3: 3,278 shares; 2025Q4: 4,624 shares; 2026Q1: 6,127 shares 6,127 $810K 0.01% +1,503 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 2,026 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,612 shares; 2025Q4: 1,831 shares; 2026Q1: 2,717 shares 2,717 $805K 0.01% +886 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,264 shares; 2025Q1: 4,238 shares; 2025Q2: 4,239 shares; 2025Q3: 4,330 shares; 2025Q4: 4,420 shares; 2026Q1: 4,451 shares 4,451 $801K 0.01% +31 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: 2,199 shares; 2024Q4: 3,232 shares; 2025Q1: 3,954 shares; 2025Q2: 4,037 shares; 2025Q3: 4,204 shares; 2025Q4: 4,399 shares; 2026Q1: 5,151 shares 5,151 $801K 0.01% +752 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,758 shares; 2024Q4: 9,750 shares; 2025Q1: 9,797 shares; 2025Q2: 9,780 shares; 2025Q3: 9,788 shares; 2025Q4: 9,828 shares; 2026Q1: 9,851 shares 9,851 $797K 0.01% +23 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: 4,633 shares; 2025Q1: 5,868 shares; 2025Q2: 5,119 shares; 2025Q3: 6,282 shares; 2025Q4: 10,740 shares; 2026Q1: 10,950 shares 10,950 $793K 0.01% +210 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: 3,103 shares; 2024Q4: 3,135 shares; 2025Q1: 3,183 shares; 2025Q2: 3,237 shares; 2025Q3: 3,337 shares; 2025Q4: 3,631 shares; 2026Q1: 3,803 shares 3,803 $786K 0.01% +172 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,060 shares; 2025Q2: 3,215 shares; 2025Q3: 3,618 shares; 2025Q4: 4,056 shares; 2026Q1: 5,941 shares 5,941 $778K 0.01% +1,885 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: 2,670 shares; 2024Q4: 2,951 shares; 2025Q1: 3,410 shares; 2025Q2: 2,943 shares; 2025Q3: 3,076 shares; 2025Q4: 3,315 shares; 2026Q1: 4,660 shares 4,660 $765K 0.01% +1,345 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,932 shares; 2024Q4: 7,007 shares; 2025Q1: 6,904 shares; 2025Q2: 7,191 shares; 2025Q3: 7,213 shares; 2025Q4: 7,601 shares; 2026Q1: 7,977 shares 7,977 $756K 0.01% +376 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: 22,625 shares; 2024Q4: 22,095 shares; 2025Q1: 12,011 shares; 2025Q2: 11,738 shares; 2025Q3: 11,239 shares; 2025Q4: 9,564 shares; 2026Q1: 9,106 shares 9,106 $752K 0.01% -458 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,309 shares; 2025Q1: 2,970 shares; 2025Q2: 2,750 shares; 2025Q3: 2,939 shares; 2025Q4: 3,979 shares; 2026Q1: 4,892 shares 4,892 $747K 0.01% +913 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,159 shares; 2025Q4: 13,450 shares; 2026Q1: 14,565 shares 14,565 $745K 0.01% +1,115 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: 1,385 shares; 2024Q4: 2,484 shares; 2025Q1: 1,617 shares; 2025Q2: 1,611 shares; 2025Q3: 1,917 shares; 2025Q4: 2,432 shares; 2026Q1: 2,549 shares 2,549 $744K 0.01% +117 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,155 shares 1,155 $734K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 384 shares; 2025Q3: 462 shares; 2025Q4: 509 shares; 2026Q1: 665 shares 665 $727K 0.01% +156 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: 4,541 shares; 2024Q4: 4,704 shares; 2025Q1: 4,903 shares; 2025Q2: 4,871 shares; 2025Q3: 5,028 shares; 2025Q4: 5,422 shares; 2026Q1: 5,259 shares 5,259 $716K 0.01% -163 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE 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: 2,850 shares; 2025Q4: 5,895 shares; 2026Q1: 6,875 shares 6,875 $704K 0.01% +980 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,416 shares 5,416 $703K 0.01% new 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: 756 shares; 2025Q1: 3,728 shares; 2025Q2: 3,778 shares; 2025Q3: 3,623 shares; 2025Q4: 2,572 shares; 2026Q1: 2,516 shares 2,516 $699K 0.01% -56 Timeline VGIT 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: 10,632 shares; 2024Q4: 10,021 shares; 2025Q1: 9,757 shares; 2025Q2: 9,833 shares; 2025Q3: 10,413 shares; 2025Q4: 11,431 shares; 2026Q1: 11,731 shares 11,731 $699K 0.01% +300 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,294 shares; 2025Q3: 9,220 shares; 2025Q4: 8,335 shares; 2026Q1: 5,933 shares 5,933 $698K 0.01% -2,402 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 725 shares; 2025Q3: 867 shares; 2025Q4: 1,261 shares; 2026Q1: 1,463 shares 1,463 $692K 0.01% +202 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 6,899 shares; 2025Q1: 5,782 shares; 2025Q2: 5,765 shares; 2025Q3: 5,762 shares; 2025Q4: 6,179 shares; 2026Q1: 6,270 shares 6,270 $683K 0.01% +91 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,137 shares; 2025Q1: 1,316 shares; 2025Q2: 1,551 shares; 2025Q3: 1,827 shares; 2025Q4: 2,448 shares; 2026Q1: 2,440 shares 2,440 $681K 0.01% -8 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 4,904 shares; 2026Q1: 5,742 shares 5,742 $681K 0.01% +838 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: 5,161 shares; 2024Q4: 5,072 shares; 2025Q1: 4,916 shares; 2025Q2: 5,412 shares; 2025Q3: 3,581 shares; 2025Q4: 5,348 shares; 2026Q1: 6,007 shares 6,007 $680K 0.01% +659 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: not reported; 2024Q4: not reported; 2025Q1: 23,325 shares; 2025Q2: 20,816 shares; 2025Q3: 16,890 shares; 2025Q4: 10,094 shares; 2026Q1: 6,770 shares 6,770 $671K 0.01% -3,324 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: 448 shares; 2024Q4: not reported; 2025Q1: 829 shares; 2025Q2: 860 shares; 2025Q3: 970 shares; 2025Q4: 1,068 shares; 2026Q1: 1,184 shares 1,184 $665K 0.01% +116 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: 9,813 shares; 2024Q4: 11,369 shares; 2025Q1: 14,431 shares; 2025Q2: 13,341 shares; 2025Q3: 6,431 shares; 2025Q4: 6,503 shares; 2026Q1: 7,151 shares 7,151 $665K 0.01% +648 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,672 shares; 2025Q1: 1,522 shares; 2025Q2: 1,743 shares; 2025Q3: 1,350 shares; 2025Q4: 1,726 shares; 2026Q1: 2,462 shares 2,462 $657K 0.01% +736 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: not reported; 2024Q4: 6,621 shares; 2025Q1: 6,098 shares; 2025Q2: not reported; 2025Q3: 7,316 shares; 2025Q4: 9,472 shares; 2026Q1: 12,699 shares 12,699 $653K 0.01% +3,227 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 8,676 shares; 2025Q1: 9,181 shares; 2025Q2: 9,253 shares; 2025Q3: 9,630 shares; 2025Q4: 9,696 shares; 2026Q1: 9,738 shares 9,738 $651K 0.01% +42 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: 2,686 shares; 2024Q4: 2,656 shares; 2025Q1: 3,454 shares; 2025Q2: 4,209 shares; 2025Q3: 4,691 shares; 2025Q4: 4,440 shares; 2026Q1: 6,721 shares 6,721 $649K 0.01% +2,281 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 1,165 shares; 2025Q2: 1,348 shares; 2025Q3: 1,419 shares; 2025Q4: 1,621 shares; 2026Q1: 1,818 shares 1,818 $647K 0.01% +197 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,559 shares; 2025Q2: 19,245 shares; 2025Q3: 18,019 shares; 2025Q4: 10,374 shares; 2026Q1: 5,817 shares 5,817 $646K 0.01% -4,557 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: not reported; 2025Q3: 383 shares; 2025Q4: 397 shares; 2026Q1: 658 shares 658 $645K 0.01% +261 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: 812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 937 shares; 2025Q4: 1,603 shares; 2026Q1: 1,775 shares 1,775 $637K 0.01% +172 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: 8,724 shares; 2024Q4: 4,218 shares; 2025Q1: 4,279 shares; 2025Q2: 4,236 shares; 2025Q3: 4,686 shares; 2025Q4: 6,936 shares; 2026Q1: 6,765 shares 6,765 $633K 0.01% -171 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: 5,652 shares; 2024Q4: 5,647 shares; 2025Q1: not reported; 2025Q2: 1,685 shares; 2025Q3: 1,738 shares; 2025Q4: 1,842 shares; 2026Q1: 1,964 shares 1,964 $632K 0.01% +122 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: 1,713 shares; 2025Q2: 2,187 shares; 2025Q3: 3,071 shares; 2025Q4: 4,019 shares; 2026Q1: 4,658 shares 4,658 $630K 0.01% +639 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: 2,778 shares; 2024Q4: 2,616 shares; 2025Q1: 2,342 shares; 2025Q2: 1,609 shares; 2025Q3: 2,086 shares; 2025Q4: 3,496 shares; 2026Q1: 2,631 shares 2,631 $625K 0.01% -865 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,442 shares; 2025Q2: 8,506 shares; 2025Q3: 8,471 shares; 2025Q4: 5,272 shares; 2026Q1: 3,004 shares 3,004 $621K 0.01% -2,268 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,179 shares; 2025Q1: 1,201 shares; 2025Q2: 1,154 shares; 2025Q3: 1,305 shares; 2025Q4: 2,233 shares; 2026Q1: 2,323 shares 2,323 $620K 0.01% +90 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 6,261 shares; 2025Q1: 6,980 shares; 2025Q2: 6,673 shares; 2025Q3: 7,180 shares; 2025Q4: 9,284 shares; 2026Q1: 9,918 shares 9,918 $614K 0.01% +634 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 5,982 shares; 2025Q1: 6,833 shares; 2025Q2: 7,358 shares; 2025Q3: 8,535 shares; 2025Q4: 13,041 shares; 2026Q1: 13,406 shares 13,406 $614K 0.01% +365 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: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,644 shares; 2025Q3: 2,036 shares; 2025Q4: 2,230 shares; 2026Q1: 3,620 shares 3,620 $612K 0.01% +1,390 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,944 shares; 2025Q2: 5,846 shares; 2025Q3: 7,375 shares; 2025Q4: 9,918 shares; 2026Q1: 12,434 shares 12,434 $610K 0.01% +2,516 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,265 shares; 2024Q4: 16,291 shares; 2025Q1: 6,589 shares; 2025Q2: 6,946 shares; 2025Q3: 7,107 shares; 2025Q4: 7,316 shares; 2026Q1: 8,567 shares 8,567 $609K 0.01% +1,251 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,687 shares; 2024Q4: 7,724 shares; 2025Q1: 7,742 shares; 2025Q2: 8,447 shares; 2025Q3: 8,092 shares; 2025Q4: 10,160 shares; 2026Q1: 10,285 shares 10,285 $608K 0.01% +125 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 442 shares; 2025Q1: 467 shares; 2025Q2: 589 shares; 2025Q3: 764 shares; 2025Q4: 711 shares; 2026Q1: 777 shares 777 $600K 0.01% +66 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: not reported; 2024Q4: 911 shares; 2025Q1: 1,635 shares; 2025Q2: 1,187 shares; 2025Q3: 1,753 shares; 2025Q4: 2,173 shares; 2026Q1: 2,853 shares 2,853 $599K 0.01% +680 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 508 shares; 2025Q1: 639 shares; 2025Q2: 811 shares; 2025Q3: 943 shares; 2025Q4: 1,107 shares; 2026Q1: 1,368 shares 1,368 $597K 0.01% +261 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: 17,281 shares; 2024Q4: 18,513 shares; 2025Q1: 19,656 shares; 2025Q2: 19,377 shares; 2025Q3: 20,356 shares; 2025Q4: 19,864 shares; 2026Q1: 17,810 shares 17,810 $591K 0.01% -2,054 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,320 shares; 2025Q2: 16,388 shares; 2025Q3: 15,136 shares; 2025Q4: 9,178 shares; 2026Q1: 4,932 shares 4,932 $589K 0.01% -4,246 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,763 shares; 2026Q1: 13,838 shares 13,838 $587K 0.01% +2,075 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares; 2026Q1: 2,706 shares 2,706 $586K 0.01% +1,358 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,658 shares; 2025Q1: 2,524 shares; 2025Q2: 2,542 shares; 2025Q3: 2,606 shares; 2025Q4: 2,952 shares; 2026Q1: 3,055 shares 3,055 $577K 0.01% +103 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,483 shares; 2025Q3: 15,014 shares; 2025Q4: 10,392 shares; 2026Q1: 10,083 shares 10,083 $573K 0.01% -309 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: 1,849 shares; 2024Q4: 1,813 shares; 2025Q1: 2,149 shares; 2025Q2: 2,358 shares; 2025Q3: 2,810 shares; 2025Q4: 3,186 shares; 2026Q1: 2,896 shares 2,896 $566K 0.01% -290 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: 1,953 shares; 2024Q4: 1,972 shares; 2025Q1: 2,121 shares; 2025Q2: 2,441 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 2,706 shares 2,706 $563K 0.01% +142 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: 1,915 shares; 2024Q4: 1,982 shares; 2025Q1: 8,383 shares; 2025Q2: 8,294 shares; 2025Q3: 7,708 shares; 2025Q4: 5,562 shares; 2026Q1: 3,854 shares 3,854 $558K 0.01% -1,708 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: 3,898 shares; 2024Q4: 4,271 shares; 2025Q1: 4,712 shares; 2025Q2: 4,793 shares; 2025Q3: 4,820 shares; 2025Q4: 5,428 shares; 2026Q1: 5,978 shares 5,978 $558K 0.01% +550 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: 1,230 shares; 2025Q1: 1,514 shares; 2025Q2: 1,536 shares; 2025Q3: 1,723 shares; 2025Q4: 1,765 shares; 2026Q1: 2,682 shares 2,682 $556K 0.01% +917 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,228 shares; 2026Q1: 4,819 shares 4,819 $556K 0.01% +591 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 561 shares; 2025Q3: 1,337 shares; 2025Q4: 704 shares; 2026Q1: 1,402 shares 1,402 $556K 0.01% +698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 1,204 shares; 2026Q1: 1,415 shares 1,415 $554K 0.01% +211 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,100 shares; 2025Q1: 5,113 shares; 2025Q2: 6,481 shares; 2025Q3: 3,548 shares; 2025Q4: 5,112 shares; 2026Q1: 7,357 shares 7,357 $554K 0.01% +2,245 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,091 shares; 2025Q4: 7,534 shares; 2026Q1: 8,324 shares 8,324 $553K 0.01% +790 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,146 shares; 2025Q1: 3,817 shares; 2025Q2: 3,782 shares; 2025Q3: 6,216 shares; 2025Q4: 9,330 shares; 2026Q1: 9,374 shares 9,374 $553K 0.01% +44 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,577 shares; 2025Q1: 2,965 shares; 2025Q2: 2,961 shares; 2025Q3: 2,987 shares; 2025Q4: 3,920 shares; 2026Q1: 4,537 shares 4,537 $551K 0.01% +617 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: 4,163 shares; 2024Q4: 3,404 shares; 2025Q1: 4,672 shares; 2025Q2: 5,434 shares; 2025Q3: 4,781 shares; 2025Q4: 3,566 shares; 2026Q1: 4,149 shares 4,149 $550K 0.01% +583 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 5,730 shares; 2025Q1: 5,704 shares; 2025Q2: 6,207 shares; 2025Q3: 6,098 shares; 2025Q4: 7,466 shares; 2026Q1: 7,771 shares 7,771 $550K 0.01% +305 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: 771 shares; 2024Q4: 1,094 shares; 2025Q1: 1,325 shares; 2025Q2: 1,164 shares; 2025Q3: 1,200 shares; 2025Q4: 1,412 shares; 2026Q1: 1,886 shares 1,886 $548K 0.01% +474 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,508 shares; 2025Q4: 3,842 shares; 2026Q1: 5,988 shares 5,988 $545K 0.01% +2,146 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: 14,595 shares; 2026Q1: 7,096 shares 7,096 $540K 0.01% -7,499 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 740 shares 740 $539K 0.01% +18 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: 3,650 shares; 2025Q2: 3,551 shares; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 6,579 shares 6,579 $538K 0.01% +2,019 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: not reported; 2025Q2: 4,887 shares; 2025Q3: 5,855 shares; 2025Q4: 7,511 shares; 2026Q1: 9,113 shares 9,113 $536K 0.01% +1,602 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,684 shares; 2025Q4: 6,061 shares; 2026Q1: 7,133 shares 7,133 $531K 0.01% +1,072 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 1,091 shares; 2026Q1: 2,290 shares 2,290 $531K 0.01% +1,199 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 492 shares; 2025Q1: 524 shares; 2025Q2: 660 shares; 2025Q3: 669 shares; 2025Q4: 635 shares; 2026Q1: 981 shares 981 $529K 0.01% +346 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $524K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,454 shares; 2025Q1: 1,485 shares; 2025Q2: 1,492 shares; 2025Q3: 1,501 shares; 2025Q4: 1,526 shares; 2026Q1: 1,559 shares 1,559 $520K 0.01% +33 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 25,308 shares; 2025Q1: 20,654 shares; 2025Q2: 20,986 shares; 2025Q3: 20,986 shares; 2025Q4: 20,988 shares; 2026Q1: 20,988 shares 20,988 $519K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: 1,111 shares; 2025Q3: 1,334 shares; 2025Q4: 2,058 shares; 2026Q1: 2,480 shares 2,480 $516K 0.01% +422 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,516 shares; 2025Q2: 58,063 shares; 2025Q3: 49,320 shares; 2025Q4: 29,224 shares; 2026Q1: 14,913 shares 14,913 $516K 0.01% -14,311 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,256 shares; 2025Q1: 1,157 shares; 2025Q2: 1,376 shares; 2025Q3: 1,330 shares; 2025Q4: 1,468 shares; 2026Q1: 1,639 shares 1,639 $515K 0.01% +171 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,814 shares; 2025Q1: 3,882 shares; 2025Q2: 4,397 shares; 2025Q3: 4,308 shares; 2025Q4: 4,680 shares; 2026Q1: 5,008 shares 5,008 $515K 0.01% +328 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: 2,639 shares; 2024Q4: 2,685 shares; 2025Q1: 2,505 shares; 2025Q2: 2,769 shares; 2025Q3: 3,305 shares; 2025Q4: 4,243 shares; 2026Q1: 4,659 shares 4,659 $511K 0.01% +416 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 685 shares; 2026Q1: 743 shares 743 $506K 0.01% +58 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: 1,830 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 341 shares; 2025Q4: 385 shares; 2026Q1: 685 shares 685 $506K 0.01% +300 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 3,097 shares; 2025Q1: 3,549 shares; 2025Q2: 2,890 shares; 2025Q3: 3,340 shares; 2025Q4: 4,853 shares; 2026Q1: 5,032 shares 5,032 $504K 0.01% +179 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,400 shares; 2025Q1: 4,350 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,152 shares; 2026Q1: 4,152 shares 4,152 $502K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,776 shares; 2025Q4: 2,374 shares; 2026Q1: 2,536 shares 2,536 $501K 0.01% +162 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: not reported; 2024Q4: not reported; 2025Q1: 3,206 shares; 2025Q2: 5,129 shares; 2025Q3: 7,026 shares; 2025Q4: 5,956 shares; 2026Q1: 5,154 shares 5,154 $501K 0.01% -802 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,822 shares; 2025Q1: 4,576 shares; 2025Q2: 4,863 shares; 2025Q3: 5,186 shares; 2025Q4: 4,859 shares; 2026Q1: 5,881 shares 5,881 $499K 0.01% +1,022 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: 119 shares; 2024Q4: 151 shares; 2025Q1: 180 shares; 2025Q2: 181 shares; 2025Q3: 184 shares; 2025Q4: 161 shares; 2026Q1: 147 shares 147 $497K 0.01% -14 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: not reported; 2024Q4: not reported; 2025Q1: 15,931 shares; 2025Q2: 15,048 shares; 2025Q3: 13,561 shares; 2025Q4: 8,211 shares; 2026Q1: 4,995 shares 4,995 $492K 0.01% -3,216 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 1,123 shares; 2026Q1: 1,286 shares 1,286 $489K 0.01% +163 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 4,926 shares; 2025Q1: 4,895 shares; 2025Q2: 5,559 shares; 2025Q3: 4,505 shares; 2025Q4: 6,169 shares; 2026Q1: 6,452 shares 6,452 $488K 0.01% +283 Timeline PTC PTC INC More: the full row for PTC 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: 1,404 shares; 2026Q1: 3,408 shares 3,408 $486K 0.01% +2,004 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,532 shares; 2025Q4: 1,818 shares; 2026Q1: 1,936 shares 1,936 $484K 0.01% +118 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: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 426 shares; 2026Q1: 821 shares 821 $483K 0.01% +395 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,592 shares; 2025Q3: 2,173 shares; 2025Q4: 2,513 shares; 2026Q1: 2,308 shares 2,308 $483K 0.01% -205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 2,456 shares; 2025Q4: 4,259 shares; 2026Q1: 4,857 shares 4,857 $478K 0.01% +598 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 7,315 shares 7,315 $477K 0.01% +4,115 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,973 shares; 2026Q1: 2,629 shares 2,629 $477K 0.01% +656 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,189 shares; 2025Q2: 6,178 shares; 2025Q3: 5,763 shares; 2025Q4: 3,898 shares; 2026Q1: 2,153 shares 2,153 $476K 0.01% -1,745 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: 4,216 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 3,928 shares; 2026Q1: 3,928 shares 3,928 $476K 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: not reported; 2024Q4: not reported; 2025Q1: 3,120 shares; 2025Q2: 2,953 shares; 2025Q3: 2,883 shares; 2025Q4: 1,809 shares; 2026Q1: 1,390 shares 1,390 $476K 0.01% -419 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,572 shares; 2025Q1: 4,593 shares; 2025Q2: 4,613 shares; 2025Q3: 4,919 shares; 2025Q4: 5,585 shares; 2026Q1: 5,122 shares 5,122 $474K 0.01% -463 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: 2,948 shares; 2024Q4: 2,981 shares; 2025Q1: 3,509 shares; 2025Q2: 3,287 shares; 2025Q3: 3,587 shares; 2025Q4: 3,903 shares; 2026Q1: 4,054 shares 4,054 $468K 0.01% +151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,087 shares; 2026Q1: 17,049 shares 17,049 $468K 0.01% +3,962 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 14,692 shares; 2026Q1: 22,027 shares 22,027 $468K 0.01% +7,335 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 6,974 shares; 2025Q1: 6,903 shares; 2025Q2: 3,510 shares; 2025Q3: not reported; 2025Q4: 5,165 shares; 2026Q1: 6,701 shares 6,701 $464K 0.01% +1,536 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,406 shares 1,406 $460K 0.01% +203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,070 shares; 2025Q4: 2,556 shares; 2026Q1: 2,515 shares 2,515 $459K 0.01% -41 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,821 shares; 2025Q4: 2,194 shares; 2026Q1: 2,481 shares 2,481 $455K 0.01% +287 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,000 shares; 2025Q1: 2,021 shares; 2025Q2: 2,012 shares; 2025Q3: 2,076 shares; 2025Q4: 2,388 shares; 2026Q1: 2,328 shares 2,328 $455K 0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,921 shares; 2026Q1: 9,029 shares 9,029 $454K 0.01% +1,108 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 6,736 shares; 2026Q1: 8,839 shares 8,839 $454K 0.01% +2,103 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,420 shares; 2026Q1: 1,709 shares 1,709 $454K 0.01% +289 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: not reported; 2026Q1: 4,888 shares 4,888 $453K 0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,363 shares; 2025Q2: 41,345 shares; 2025Q3: 37,069 shares; 2025Q4: 22,827 shares; 2026Q1: 12,311 shares 12,311 $452K 0.01% -10,516 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: 26,981 shares; 2025Q3: 17,667 shares; 2025Q4: 12,936 shares; 2026Q1: 10,884 shares 10,884 $452K 0.01% -2,052 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,451 shares; 2025Q4: 10,682 shares; 2026Q1: 11,581 shares 11,581 $452K 0.01% +899 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,312 shares 1,312 $451K 0.01% +261 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,161 shares; 2026Q1: 6,990 shares 6,990 $448K 0.01% -171 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 5,452 shares; 2025Q1: 5,338 shares; 2025Q2: 5,517 shares; 2025Q3: 4,911 shares; 2025Q4: 5,189 shares; 2026Q1: 5,712 shares 5,712 $443K 0.01% +523 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522 shares; 2026Q1: 844 shares 844 $441K 0.01% +322 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489,104 shares; 2024Q4: 1,485,122 shares; 2025Q1: 1,459,631 shares; 2025Q2: 1,434,344 shares; 2025Q3: 928,777 shares; 2025Q4: 48,333 shares; 2026Q1: 25,577 shares 25,577 $441K 0.01% -22,756 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: not reported; 2024Q4: 759 shares; 2025Q1: 1,282 shares; 2025Q2: 1,424 shares; 2025Q3: 1,567 shares; 2025Q4: 2,048 shares; 2026Q1: 2,323 shares 2,323 $441K 0.01% +275 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 987 shares; 2025Q2: 1,075 shares; 2025Q3: 1,394 shares; 2025Q4: 951 shares; 2026Q1: 1,517 shares 1,517 $439K 0.01% +566 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 17,491 shares; 2025Q1: 17,858 shares; 2025Q2: 18,096 shares; 2025Q3: 20,422 shares; 2025Q4: 22,687 shares; 2026Q1: 24,965 shares 24,965 $439K 0.01% +2,278 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: not reported; 2025Q2: 5,974 shares; 2025Q3: 6,732 shares; 2025Q4: 5,118 shares; 2026Q1: 6,748 shares 6,748 $439K 0.01% +1,630 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: 3,461 shares 3,461 $435K 0.01% +1,923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,927 shares; 2025Q4: 3,882 shares; 2026Q1: 3,814 shares 3,814 $435K 0.01% -68 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,306 shares; 2025Q1: 3,412 shares; 2025Q2: 3,380 shares; 2025Q3: 3,820 shares; 2025Q4: 5,346 shares; 2026Q1: 5,853 shares 5,853 $435K 0.01% +507 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: not reported; 2024Q4: not reported; 2025Q1: 161,696 shares; 2025Q2: 272,497 shares; 2025Q3: 259,838 shares; 2025Q4: 11,128 shares; 2026Q1: 5,786 shares 5,786 $431K 0.01% -5,342 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,522 shares; 2025Q4: 3,504 shares; 2026Q1: 4,475 shares 4,475 $430K 0.01% +971 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: not reported; 2025Q3: 18,831 shares; 2025Q4: 19,087 shares; 2026Q1: 18,023 shares 18,023 $429K 0.01% -1,064 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,932 shares; 2026Q1: 6,990 shares 6,990 $429K 0.01% +1,058 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 2,145 shares; 2026Q1: 2,342 shares 2,342 $427K 0.01% +197 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: 15,592 shares; 2024Q4: 15,592 shares; 2025Q1: 15,592 shares; 2025Q2: 16,192 shares; 2025Q3: 15,393 shares; 2025Q4: 15,392 shares; 2026Q1: 11,133 shares 11,133 $421K 0.01% -4,259 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: 3,685 shares; 2024Q4: 4,516 shares; 2025Q1: 4,472 shares; 2025Q2: 4,666 shares; 2025Q3: 7,058 shares; 2025Q4: 7,927 shares; 2026Q1: 9,258 shares 9,258 $419K 0.01% +1,331 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 1,933 shares; 2026Q1: 2,251 shares 2,251 $417K 0.01% +318 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,228 shares; 2025Q3: 1,536 shares; 2025Q4: 2,702 shares; 2026Q1: 2,125 shares 2,125 $416K 0.01% -577 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 597 shares; 2025Q1: 583 shares; 2025Q2: 565 shares; 2025Q3: 579 shares; 2025Q4: 594 shares; 2026Q1: 686 shares 686 $415K 0.01% +92 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,951 shares; 2026Q1: 11,705 shares 11,705 $412K 0.01% +2,754 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,666 shares; 2025Q1: 11,242 shares; 2025Q2: 11,276 shares; 2025Q3: 10,812 shares; 2025Q4: 10,250 shares; 2026Q1: 10,128 shares 10,128 $410K 0.01% -122 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,266 shares; 2025Q3: 2,981 shares; 2025Q4: 4,190 shares; 2026Q1: 4,538 shares 4,538 $409K 0.01% +348 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 10,996 shares 10,996 $409K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,672 shares; 2026Q1: 4,437 shares 4,437 $409K 0.01% +765 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 1,026 shares; 2025Q1: 1,075 shares; 2025Q2: 1,126 shares; 2025Q3: 1,121 shares; 2025Q4: 1,284 shares; 2026Q1: 1,367 shares 1,367 $407K 0.01% +83 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: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,992 shares; 2026Q1: 2,346 shares 2,346 $407K 0.01% +354 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,636 shares; 2026Q1: 5,978 shares 5,978 $407K 0.01% +1,342 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: 527 shares; 2024Q4: 669 shares; 2025Q1: 1,052 shares; 2025Q2: 1,090 shares; 2025Q3: 1,058 shares; 2025Q4: 1,441 shares; 2026Q1: 1,385 shares 1,385 $405K 0.01% -56 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,902 shares; 2026Q1: 11,455 shares 11,455 $403K 0.01% +2,553 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: 1,705 shares; 2024Q4: 2,055 shares; 2025Q1: 2,016 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares; 2026Q1: 2,106 shares 2,106 $399K 0.01% +90 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,131 shares; 2025Q4: 1,479 shares; 2026Q1: 1,776 shares 1,776 $399K 0.01% +297 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,996 shares; 2026Q1: 3,331 shares 3,331 $393K 0.01% +1,335 Timeline HYG 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: 3,665 shares; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: 4,927 shares; 2025Q4: 4,927 shares; 2026Q1: 4,927 shares 4,927 $392K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,037 shares; 2026Q1: 8,023 shares 8,023 $391K 0.01% +986 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: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,487 shares; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 4,241 shares 4,241 $391K 0.01% +1,545 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 5,459 shares; 2025Q1: 5,431 shares; 2025Q2: 4,529 shares; 2025Q3: 4,495 shares; 2025Q4: 4,590 shares; 2026Q1: 4,075 shares 4,075 $389K 0.01% -515 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: 1,835 shares 1,835 $389K 0.01% +191 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,467 shares; 2026Q1: 5,243 shares 5,243 $386K 0.01% +776 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,338 shares; 2026Q1: 2,765 shares 2,765 $386K 0.01% +427 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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: 549 shares 549 $386K 0.01% new 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: 380 shares; 2025Q4: 1,061 shares; 2026Q1: 963 shares 963 $383K 0.01% -98 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,077 shares; 2025Q1: 2,204 shares; 2025Q2: 2,202 shares; 2025Q3: 1,968 shares; 2025Q4: 2,002 shares; 2026Q1: 1,814 shares 1,814 $383K 0.01% -188 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,642 shares; 2026Q1: 1,656 shares 1,656 $382K 0.01% +14 Timeline