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: 1,125,608 shares; 2024Q4: 1,115,589 shares; 2025Q1: 1,085,481 shares; 2025Q2: 1,061,974 shares; 2025Q3: 924,384 shares; 2025Q4: 824,929 shares; 2026Q1: 756,817 shares 756,817 $217M 4.16% -68,112 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: 815,670 shares; 2024Q4: 807,867 shares; 2025Q1: 783,905 shares; 2025Q2: 772,655 shares; 2025Q3: 749,424 shares; 2025Q4: 673,030 shares; 2026Q1: 618,044 shares 618,044 $187M 3.58% -54,986 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: 1,064,573 shares; 2024Q4: 1,057,412 shares; 2025Q1: 1,023,214 shares; 2025Q2: 1,005,838 shares; 2025Q3: 974,908 shares; 2025Q4: 874,676 shares; 2026Q1: 796,428 shares 796,428 $166M 3.18% -78,248 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: 1,304,304 shares; 2024Q4: 1,234,431 shares; 2025Q1: 1,236,566 shares; 2025Q2: 1,223,525 shares; 2025Q3: 1,123,846 shares; 2025Q4: 988,075 shares; 2026Q1: 777,018 shares 777,018 $164M 3.14% -211,057 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984,561 shares; 2024Q4: 964,390 shares; 2025Q1: 920,185 shares; 2025Q2: 879,674 shares; 2025Q3: 836,254 shares; 2025Q4: 740,958 shares; 2026Q1: 543,613 shares 543,613 $148M 2.83% -197,345 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: 411,510 shares; 2024Q4: 405,786 shares; 2025Q1: 390,798 shares; 2025Q2: 383,332 shares; 2025Q3: 368,477 shares; 2025Q4: 318,262 shares; 2026Q1: 287,119 shares 287,119 $143M 2.75% -31,143 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: 180,017 shares; 2024Q4: 175,210 shares; 2025Q1: 167,967 shares; 2025Q2: 165,812 shares; 2025Q3: 166,284 shares; 2025Q4: 149,748 shares; 2026Q1: 122,753 shares 122,753 $142M 2.72% -26,995 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310,389 shares; 2024Q4: 1,288,363 shares; 2025Q1: 1,239,741 shares; 2025Q2: 1,221,315 shares; 2025Q3: 1,162,958 shares; 2025Q4: 1,040,943 shares; 2026Q1: 859,515 shares 859,515 $140M 2.67% -181,428 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: 912,565 shares; 2024Q4: 892,902 shares; 2025Q1: 833,428 shares; 2025Q2: 822,056 shares; 2025Q3: 787,340 shares; 2025Q4: 709,923 shares; 2026Q1: 518,622 shares 518,622 $138M 2.64% -191,301 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: 481,550 shares; 2024Q4: 451,821 shares; 2025Q1: 435,775 shares; 2025Q2: 428,196 shares; 2025Q3: 401,205 shares; 2025Q4: 351,928 shares; 2026Q1: 295,401 shares 295,401 $129M 2.47% -56,527 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: 457,273 shares; 2024Q4: 367,434 shares; 2025Q1: 345,060 shares; 2025Q2: 335,520 shares; 2025Q3: 339,767 shares; 2025Q4: 305,391 shares; 2026Q1: 275,313 shares 275,313 $127M 2.43% -30,078 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: 2,509,995 shares; 2024Q4: 2,297,216 shares; 2025Q1: 2,175,667 shares; 2025Q2: 3,335,496 shares; 2025Q3: 3,155,857 shares; 2025Q4: 2,899,293 shares; 2026Q1: 2,667,297 shares 2,667,297 $124M 2.37% -231,996 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: 354,501 shares; 2024Q4: 354,760 shares; 2025Q1: 347,687 shares; 2025Q2: 354,305 shares; 2025Q3: 348,501 shares; 2025Q4: 320,463 shares; 2026Q1: 293,450 shares 293,450 $109M 2.08% -27,013 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298,695 shares; 2024Q4: 3,201,397 shares; 2025Q1: 2,881,170 shares; 2025Q2: 2,724,742 shares; 2025Q3: 2,780,961 shares; 2025Q4: 2,592,215 shares; 2026Q1: 2,043,047 shares 2,043,047 $107M 2.04% -549,168 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: 83,244 shares; 2024Q4: 155,539 shares; 2025Q1: 159,988 shares; 2025Q2: 171,078 shares; 2025Q3: 149,730 shares; 2025Q4: 127,277 shares; 2026Q1: 88,549 shares 88,549 $96.8M 1.85% -38,728 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262,112 shares; 2025Q1: 2,660,674 shares; 2025Q2: 2,857,398 shares; 2025Q3: 2,748,643 shares; 2025Q4: 2,535,404 shares; 2026Q1: 3,932,371 shares 3,932,371 $96M 1.84% +1,396,967 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223,561 shares; 2024Q4: 993,133 shares; 2025Q1: 651,959 shares; 2025Q2: 521,411 shares; 2025Q3: 484,726 shares; 2025Q4: 452,807 shares; 2026Q1: 618,275 shares 618,275 $92.5M 1.77% +165,468 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: 1,464,506 shares; 2024Q4: 1,158,952 shares; 2025Q1: 1,094,984 shares; 2025Q2: 1,085,574 shares; 2025Q3: 919,248 shares; 2025Q4: 860,684 shares; 2026Q1: 657,510 shares 657,510 $89.1M 1.71% -203,174 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,614 shares; 2024Q4: 245,560 shares; 2025Q1: 233,251 shares; 2025Q2: 235,144 shares; 2025Q3: 264,910 shares; 2025Q4: 315,756 shares; 2026Q1: 248,937 shares 248,937 $85.1M 1.63% -66,819 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: 589,248 shares; 2024Q4: 583,543 shares; 2025Q1: 569,271 shares; 2025Q2: 552,907 shares; 2025Q3: 541,667 shares; 2025Q4: 485,817 shares; 2026Q1: 431,292 shares 431,292 $81.8M 1.57% -54,525 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834,567 shares; 2024Q4: 814,189 shares; 2025Q1: 716,785 shares; 2025Q2: 651,477 shares; 2025Q3: 621,842 shares; 2025Q4: 594,801 shares; 2026Q1: 461,103 shares 461,103 $81M 1.55% -133,698 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: 195,917 shares; 2024Q4: 322,917 shares; 2025Q1: 400,954 shares; 2025Q2: 426,349 shares; 2025Q3: 382,669 shares; 2025Q4: 358,753 shares; 2026Q1: 288,044 shares 288,044 $80M 1.53% -70,709 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: 61,175 shares; 2024Q4: 68,315 shares; 2025Q1: 82,252 shares; 2025Q2: 78,114 shares; 2025Q3: 74,900 shares; 2025Q4: 70,832 shares; 2026Q1: 60,467 shares 60,467 $79.9M 1.53% -10,365 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: 69,860 shares; 2024Q4: 68,023 shares; 2025Q1: 65,097 shares; 2025Q2: 66,608 shares; 2025Q3: 122,310 shares; 2025Q4: 118,696 shares; 2026Q1: 121,442 shares 121,442 $65.5M 1.25% +2,746 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: 356,206 shares; 2024Q4: 351,334 shares; 2025Q1: 314,535 shares; 2025Q2: 306,036 shares; 2025Q3: 277,706 shares; 2025Q4: 241,603 shares; 2026Q1: 152,338 shares 152,338 $64.8M 1.24% -89,265 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773,578 shares; 2024Q4: 2,456,562 shares; 2025Q1: 2,367,144 shares; 2025Q2: 2,270,370 shares; 2025Q3: 2,177,724 shares; 2025Q4: 2,007,630 shares; 2026Q1: 1,605,157 shares 1,605,157 $64.8M 1.24% -402,473 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: not reported; 2024Q4: 1,110 shares; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,293 shares; 2025Q4: 1,533 shares; 2026Q1: 195,462 shares 195,462 $60.5M 1.16% +193,929 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,381 shares; 2024Q4: 93,626 shares; 2025Q1: 84,801 shares; 2025Q2: 86,023 shares; 2025Q3: 231,579 shares; 2025Q4: 253,165 shares; 2026Q1: 234,123 shares 234,123 $59.4M 1.14% -19,042 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: 104,872 shares; 2024Q4: 103,431 shares; 2025Q1: 99,392 shares; 2025Q2: 127,980 shares; 2025Q3: 252,725 shares; 2025Q4: 201,254 shares; 2026Q1: 169,677 shares 169,677 $58.1M 1.11% -31,577 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,141 shares; 2025Q2: 111,857 shares; 2025Q3: 131,786 shares; 2025Q4: 91,007 shares; 2026Q1: 128,423 shares 128,423 $55.7M 1.07% +37,416 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: 413,378 shares; 2024Q4: 508,095 shares; 2025Q1: 629,924 shares; 2025Q2: 631,126 shares; 2025Q3: 672,314 shares; 2025Q4: 817,443 shares; 2026Q1: 755,581 shares 755,581 $54.3M 1.04% -61,862 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,628 shares; 2024Q4: 222,689 shares; 2025Q1: 526,820 shares; 2025Q2: 604,493 shares; 2025Q3: 585,464 shares; 2025Q4: 456,491 shares; 2026Q1: 388,625 shares 388,625 $51.7M 0.99% -67,866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368,624 shares; 2026Q1: 529,849 shares 529,849 $50.9M 0.98% +161,225 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: 98,078 shares; 2024Q4: 82,906 shares; 2025Q1: 55,271 shares; 2025Q2: 42,498 shares; 2025Q3: 39,707 shares; 2025Q4: 34,334 shares; 2026Q1: 26,536 shares 26,536 $50.8M 0.97% -7,798 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,691 shares; 2024Q4: 413,968 shares; 2025Q1: 391,903 shares; 2025Q2: 494,818 shares; 2025Q3: 427,598 shares; 2025Q4: 401,494 shares; 2026Q1: 320,512 shares 320,512 $50.6M 0.97% -80,982 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,764 shares; 2024Q4: 324,754 shares; 2025Q1: 317,351 shares; 2025Q2: 329,611 shares; 2025Q3: 1,017,035 shares; 2025Q4: 1,145,828 shares; 2026Q1: 860,181 shares 860,181 $49M 0.94% -285,647 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: 1,512,634 shares; 2024Q4: 1,680,980 shares; 2025Q1: 1,780,863 shares; 2025Q2: 1,653,556 shares; 2025Q3: 1,578,497 shares; 2025Q4: 1,143,729 shares; 2026Q1: 528,258 shares 528,258 $46.7M 0.89% -615,471 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: 224,779 shares; 2024Q4: 218,304 shares; 2025Q1: 212,499 shares; 2025Q2: 209,747 shares; 2025Q3: 201,709 shares; 2025Q4: 179,983 shares; 2026Q1: 93,940 shares 93,940 $46.2M 0.88% -86,043 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,713 shares; 2024Q4: 199,980 shares; 2025Q1: 156,317 shares; 2025Q2: 207,309 shares; 2025Q3: 293,675 shares; 2025Q4: 467,719 shares; 2026Q1: 386,877 shares 386,877 $45.7M 0.88% -80,842 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: 36,268 shares; 2024Q4: 35,908 shares; 2025Q1: 35,694 shares; 2025Q2: 519,770 shares; 2025Q3: 497,631 shares; 2025Q4: 488,052 shares; 2026Q1: 471,882 shares 471,882 $43.6M 0.83% -16,170 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,321 shares; 2024Q4: 563,280 shares; 2025Q1: 574,676 shares; 2025Q2: 586,473 shares; 2025Q3: 534,719 shares; 2025Q4: 495,550 shares; 2026Q1: 365,115 shares 365,115 $43M 0.82% -130,435 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,103 shares; 2025Q1: 80,690 shares; 2025Q2: 100,927 shares; 2025Q3: 97,221 shares; 2025Q4: 95,516 shares; 2026Q1: 73,409 shares 73,409 $39.9M 0.76% -22,107 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: 517,593 shares; 2024Q4: 914,723 shares; 2025Q1: 936,730 shares; 2025Q2: 1,545,998 shares; 2025Q3: 2,193,373 shares; 2025Q4: 1,166,892 shares; 2026Q1: 1,183,988 shares 1,183,988 $39.3M 0.75% +17,096 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: 25,307 shares; 2024Q4: 25,418 shares; 2025Q1: 35,886 shares; 2025Q2: 46,310 shares; 2025Q3: 62,493 shares; 2025Q4: 417,591 shares; 2026Q1: 349,563 shares 349,563 $36.5M 0.7% -68,028 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,298 shares; 2024Q4: 147,147 shares; 2025Q1: 149,458 shares; 2025Q2: 153,778 shares; 2025Q3: 64,130 shares; 2025Q4: 54,661 shares; 2026Q1: 74,810 shares 74,810 $35.9M 0.69% +20,149 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to 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: 438,992 shares; 2026Q1: 497,807 shares 497,807 $34.4M 0.66% +58,815 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: 127,654 shares; 2024Q4: 147,670 shares; 2025Q1: 143,631 shares; 2025Q2: 138,023 shares; 2025Q3: 131,712 shares; 2025Q4: 118,832 shares; 2026Q1: 105,986 shares 105,986 $34M 0.65% -12,846 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182,592 shares; 2024Q4: 1,032,009 shares; 2025Q1: 892,916 shares; 2025Q2: 992,329 shares; 2025Q3: 1,012,414 shares; 2025Q4: 1,044,660 shares; 2026Q1: 783,615 shares 783,615 $33.4M 0.64% -261,045 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: 819,396 shares; 2024Q4: 851,614 shares; 2025Q1: 791,199 shares; 2025Q2: 621,309 shares; 2025Q3: 329,774 shares; 2025Q4: 313,118 shares; 2026Q1: 168,508 shares 168,508 $32.9M 0.63% -144,610 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591,753 shares; 2024Q4: 517,066 shares; 2025Q1: 468,942 shares; 2025Q2: 555,060 shares; 2025Q3: 749,234 shares; 2025Q4: 814,439 shares; 2026Q1: 638,003 shares 638,003 $32.4M 0.62% -176,436 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747,903 shares; 2024Q4: 671,549 shares; 2025Q1: 466,343 shares; 2025Q2: 457,934 shares; 2025Q3: 378,156 shares; 2025Q4: 356,537 shares; 2026Q1: 236,148 shares 236,148 $31.4M 0.6% -120,389 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,152 shares; 2024Q4: 397,096 shares; 2025Q1: 439,298 shares; 2025Q2: 395,274 shares; 2025Q3: 383,705 shares; 2025Q4: 319,582 shares; 2026Q1: 120,597 shares 120,597 $30.2M 0.58% -198,985 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790,680 shares; 2024Q4: 1,514,723 shares; 2025Q1: 1,480,845 shares; 2025Q2: 2,016,936 shares; 2025Q3: 2,320,791 shares; 2025Q4: 2,277,103 shares; 2026Q1: 2,154,356 shares 2,154,356 $28.8M 0.55% -122,747 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: 318,266 shares; 2024Q4: 312,294 shares; 2025Q1: 292,424 shares; 2025Q2: 285,096 shares; 2025Q3: 273,238 shares; 2025Q4: 258,267 shares; 2026Q1: 211,130 shares 211,130 $27.2M 0.52% -47,137 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: 26,034 shares; 2024Q4: 31,649 shares; 2025Q1: 26,848 shares; 2025Q2: 24,976 shares; 2025Q3: 23,845 shares; 2025Q4: 29,308 shares; 2026Q1: 213,060 shares 213,060 $26.9M 0.52% +183,752 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,263 shares; 2024Q4: 237,541 shares; 2025Q1: 288,856 shares; 2025Q2: 300,099 shares; 2025Q3: 276,605 shares; 2025Q4: 343,498 shares; 2026Q1: 327,585 shares 327,585 $26M 0.5% -15,913 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: 173,269 shares; 2025Q2: 294,121 shares; 2025Q3: 324,407 shares; 2025Q4: 306,792 shares; 2026Q1: 180,589 shares 180,589 $25.7M 0.49% -126,203 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,574 shares; 2024Q4: 66,699 shares; 2025Q1: 64,451 shares; 2025Q2: 85,040 shares; 2025Q3: 113,007 shares; 2025Q4: 92,332 shares; 2026Q1: 96,562 shares 96,562 $25.2M 0.48% +4,230 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: 21,047 shares; 2024Q4: 35,080 shares; 2025Q1: 33,154 shares; 2025Q2: 33,776 shares; 2025Q3: 32,835 shares; 2025Q4: 30,950 shares; 2026Q1: 19,679 shares 19,679 $24.8M 0.48% -11,271 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,946 shares; 2025Q1: 46,123 shares; 2025Q2: 99,154 shares; 2025Q3: 97,881 shares; 2025Q4: 95,265 shares; 2026Q1: 90,256 shares 90,256 $23.9M 0.46% -5,009 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837,693 shares; 2024Q4: 815,124 shares; 2025Q1: 800,114 shares; 2025Q2: 624,776 shares; 2025Q3: 509,245 shares; 2025Q4: 501,558 shares; 2026Q1: 474,350 shares 474,350 $23.4M 0.45% -27,208 Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 127,963 shares; 2025Q4: 121,832 shares; 2026Q1: 150,869 shares 150,869 $23M 0.44% +29,037 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,329 shares; 2025Q1: 193,823 shares; 2025Q2: 261,388 shares; 2025Q3: 203,712 shares; 2025Q4: 199,505 shares; 2026Q1: 211,840 shares 211,840 $22.9M 0.44% +12,335 Timeline SAIA SAIA INC More: the full row for SAIA 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: 64,817 shares 64,817 $22.8M 0.44% new 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: 221,394 shares; 2024Q4: 215,123 shares; 2025Q1: 199,806 shares; 2025Q2: 193,095 shares; 2025Q3: 175,663 shares; 2025Q4: 160,045 shares; 2026Q1: 131,882 shares 131,882 $22.8M 0.44% -28,163 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: 54,213 shares; 2024Q4: 53,272 shares; 2025Q1: 54,318 shares; 2025Q2: 46,216 shares; 2025Q3: 44,447 shares; 2025Q4: 42,437 shares; 2026Q1: 40,023 shares 40,023 $22.5M 0.43% -2,414 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: 114,929 shares; 2024Q4: 94,922 shares; 2025Q1: 83,064 shares; 2025Q2: 79,681 shares; 2025Q3: 77,179 shares; 2025Q4: 61,865 shares; 2026Q1: 55,996 shares 55,996 $21.9M 0.42% -5,869 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 59,430 shares; 2025Q3: 85,579 shares; 2025Q4: 107,812 shares; 2026Q1: 73,142 shares 73,142 $20.6M 0.39% -34,670 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: 371,592 shares; 2024Q4: 361,529 shares; 2025Q1: 338,354 shares; 2025Q2: 302,463 shares; 2025Q3: 226,489 shares; 2025Q4: 179,913 shares; 2026Q1: 107,267 shares 107,267 $20.4M 0.39% -72,646 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 6,237 shares; 2025Q1: 512,095 shares; 2025Q2: 565,969 shares; 2025Q3: 525,510 shares; 2025Q4: 379,188 shares; 2026Q1: 260,522 shares 260,522 $20.3M 0.39% -118,666 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 80,423 shares; 2025Q4: 121,545 shares; 2026Q1: 93,581 shares 93,581 $19.2M 0.37% -27,964 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: 122,344 shares; 2024Q4: 129,398 shares; 2025Q1: 119,938 shares; 2025Q2: 122,107 shares; 2025Q3: 126,074 shares; 2025Q4: 131,109 shares; 2026Q1: 129,532 shares 129,532 $18.7M 0.36% -1,577 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,767 shares; 2024Q4: 190,362 shares; 2025Q1: 184,869 shares; 2025Q2: 187,870 shares; 2025Q3: 178,430 shares; 2025Q4: 174,178 shares; 2026Q1: 165,341 shares 165,341 $18.1M 0.35% -8,837 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,378 shares; 2024Q4: 85,678 shares; 2025Q1: 82,963 shares; 2025Q2: 87,012 shares; 2025Q3: 199,585 shares; 2025Q4: 145,591 shares; 2026Q1: 102,371 shares 102,371 $17.3M 0.33% -43,220 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: 196,616 shares; 2024Q4: 252,542 shares; 2025Q1: 253,208 shares; 2025Q2: 324,945 shares; 2025Q3: 319,181 shares; 2025Q4: 294,170 shares; 2026Q1: 142,363 shares 142,363 $16.7M 0.32% -151,807 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,952 shares; 2024Q4: 257,646 shares; 2025Q1: 251,735 shares; 2025Q2: 259,716 shares; 2025Q3: 285,835 shares; 2025Q4: 275,763 shares; 2026Q1: 156,864 shares 156,864 $15.6M 0.3% -118,899 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285,463 shares; 2025Q4: 386,955 shares; 2026Q1: 232,798 shares 232,798 $15.2M 0.29% -154,157 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,550 shares; 2024Q4: 392,158 shares; 2025Q1: 431,041 shares; 2025Q2: 447,536 shares; 2025Q3: 415,064 shares; 2025Q4: 389,906 shares; 2026Q1: 230,384 shares 230,384 $14.9M 0.29% -159,522 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: 16,724 shares; 2024Q4: 16,688 shares; 2025Q1: 16,682 shares; 2025Q2: 16,710 shares; 2025Q3: 16,061 shares; 2025Q4: 15,976 shares; 2026Q1: 14,536 shares 14,536 $14.5M 0.28% -1,440 Timeline VSEC VSE CORP More: the full row for VSE 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: 77,243 shares 77,243 $14.2M 0.27% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,988 shares; 2024Q4: 128,385 shares; 2025Q1: 145,870 shares; 2025Q2: 151,345 shares; 2025Q3: 98,896 shares; 2025Q4: 101,749 shares; 2026Q1: 74,711 shares 74,711 $14.2M 0.27% -27,038 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,163 shares; 2024Q4: 49,612 shares; 2025Q1: 33,606 shares; 2025Q2: 53,897 shares; 2025Q3: 51,924 shares; 2025Q4: 47,606 shares; 2026Q1: 46,393 shares 46,393 $13.6M 0.26% -1,213 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,672 shares; 2024Q4: 112,754 shares; 2025Q1: 180,730 shares; 2025Q2: 215,083 shares; 2025Q3: 205,722 shares; 2025Q4: 202,813 shares; 2026Q1: 184,925 shares 184,925 $13.2M 0.25% -17,888 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,675 shares; 2024Q4: 270,557 shares; 2025Q1: 264,075 shares; 2025Q2: 273,535 shares; 2025Q3: 372,325 shares; 2025Q4: 352,094 shares; 2026Q1: 183,478 shares 183,478 $13.1M 0.25% -168,616 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: 55,278 shares; 2024Q4: 55,222 shares; 2025Q1: 53,055 shares; 2025Q2: 54,152 shares; 2025Q3: 94,687 shares; 2025Q4: 54,315 shares; 2026Q1: 53,623 shares 53,623 $13.1M 0.25% -692 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,399 shares; 2024Q4: 357,320 shares; 2025Q1: 351,060 shares; 2025Q2: 355,979 shares; 2025Q3: 431,877 shares; 2025Q4: 410,231 shares; 2026Q1: 299,977 shares 299,977 $13M 0.25% -110,254 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN 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: 25,071 shares; 2025Q4: 54,378 shares; 2026Q1: 64,184 shares 64,184 $12.9M 0.25% +9,806 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: 48,759 shares; 2024Q4: 48,507 shares; 2025Q1: 43,417 shares; 2025Q2: 44,484 shares; 2025Q3: 44,233 shares; 2025Q4: 41,201 shares; 2026Q1: 35,563 shares 35,563 $12.6M 0.24% -5,638 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,686 shares; 2024Q4: 101,705 shares; 2025Q1: 99,775 shares; 2025Q2: 101,531 shares; 2025Q3: 72,994 shares; 2025Q4: 71,952 shares; 2026Q1: 68,667 shares 68,667 $11.8M 0.23% -3,285 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352,960 shares 352,960 $11.5M 0.22% new 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: 4,472 shares; 2024Q4: 4,485 shares; 2025Q1: 4,535 shares; 2025Q2: 4,751 shares; 2025Q3: 5,046 shares; 2025Q4: 5,470 shares; 2026Q1: 34,830 shares 34,830 $11.4M 0.22% +29,360 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,087 shares; 2024Q4: 71,777 shares; 2025Q1: 69,806 shares; 2025Q2: 86,393 shares; 2025Q3: 69,801 shares; 2025Q4: 44,916 shares; 2026Q1: 22,997 shares 22,997 $11.4M 0.22% -21,919 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,579 shares; 2024Q4: 287,330 shares; 2025Q1: 279,971 shares; 2025Q2: 284,667 shares; 2025Q3: 205,859 shares; 2025Q4: 140,169 shares; 2026Q1: 133,782 shares 133,782 $11.2M 0.21% -6,387 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528,128 shares 528,128 $11.1M 0.21% new 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: 22,833 shares; 2024Q4: 23,116 shares; 2025Q1: 26,599 shares; 2025Q2: 31,236 shares; 2025Q3: 32,273 shares; 2025Q4: 36,623 shares; 2026Q1: 36,741 shares 36,741 $10.6M 0.2% +118 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217,329 shares; 2024Q4: 1,159,031 shares; 2025Q1: 1,125,017 shares; 2025Q2: 1,591,433 shares; 2025Q3: 1,470,671 shares; 2025Q4: 1,299,250 shares; 2026Q1: 1,325,603 shares 1,325,603 $10.5M 0.2% +26,353 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: not reported; 2025Q2: not reported; 2025Q3: 139,967 shares; 2025Q4: 28,990 shares; 2026Q1: 26,382 shares 26,382 $10.5M 0.2% -2,608 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855,642 shares; 2024Q4: 782,017 shares; 2025Q1: 567,293 shares; 2025Q2: 580,702 shares; 2025Q3: 550,635 shares; 2025Q4: 539,236 shares; 2026Q1: 246,325 shares 246,325 $10.4M 0.2% -292,911 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: 25,759 shares; 2024Q4: 26,614 shares; 2025Q1: 24,087 shares; 2025Q2: 23,608 shares; 2025Q3: 24,208 shares; 2025Q4: 21,363 shares; 2026Q1: 20,638 shares 20,638 $9.89M 0.19% -725 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to 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: 101,865 shares 101,865 $8.76M 0.17% new 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: 40,988 shares; 2024Q4: 35,905 shares; 2025Q1: 38,706 shares; 2025Q2: 35,045 shares; 2025Q3: 36,522 shares; 2025Q4: 36,424 shares; 2026Q1: 29,669 shares 29,669 $8.73M 0.17% -6,755 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 12 shares 12 $8.62M 0.17% -1 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: 14,037 shares; 2024Q4: 14,037 shares; 2025Q1: 14,037 shares; 2025Q2: 14,037 shares; 2025Q3: 14,037 shares; 2025Q4: 14,472 shares; 2026Q1: 14,316 shares 14,316 $8.55M 0.16% -156 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,163 shares; 2024Q4: 19,169 shares; 2025Q1: 18,620 shares; 2025Q2: 20,483 shares; 2025Q3: 21,609 shares; 2025Q4: 21,600 shares; 2026Q1: 22,836 shares 22,836 $8.31M 0.16% +1,236 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,557 shares; 2024Q4: 313,307 shares; 2025Q1: 299,550 shares; 2025Q2: 345,767 shares; 2025Q3: 278,253 shares; 2025Q4: 204,622 shares; 2026Q1: 110,497 shares 110,497 $7.54M 0.14% -94,125 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,394 shares; 2024Q4: 210,244 shares; 2025Q1: 211,732 shares; 2025Q2: 213,899 shares; 2025Q3: 196,958 shares; 2025Q4: 119,183 shares; 2026Q1: 114,920 shares 114,920 $7.5M 0.14% -4,263 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS 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: 46,126 shares; 2025Q3: 42,006 shares; 2025Q4: 42,116 shares; 2026Q1: 41,000 shares 41,000 $6.76M 0.13% -1,116 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: 17,375 shares; 2024Q4: 17,365 shares; 2025Q1: 17,365 shares; 2025Q2: 29,239 shares; 2025Q3: 32,819 shares; 2025Q4: 29,236 shares; 2026Q1: 32,367 shares 32,367 $5.9M 0.11% +3,131 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: 27,812 shares; 2024Q4: 27,922 shares; 2025Q1: 27,857 shares; 2025Q2: 28,544 shares; 2025Q3: 33,664 shares; 2025Q4: 34,277 shares; 2026Q1: 25,819 shares 25,819 $5.62M 0.11% -8,458 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: 80,120 shares; 2024Q4: 73,887 shares; 2025Q1: 67,767 shares; 2025Q2: 70,162 shares; 2025Q3: 70,913 shares; 2025Q4: 67,031 shares; 2026Q1: 57,170 shares 57,170 $5.15M 0.1% -9,861 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,522 shares; 2024Q4: 51,522 shares; 2025Q1: 51,522 shares; 2025Q2: 52,452 shares; 2025Q3: 55,415 shares; 2025Q4: 58,418 shares; 2026Q1: 57,018 shares 57,018 $4.28M 0.08% -1,400 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: 21,335 shares; 2024Q4: 21,622 shares; 2025Q1: 20,729 shares; 2025Q2: 21,201 shares; 2025Q3: 20,017 shares; 2025Q4: 20,729 shares; 2026Q1: 17,099 shares 17,099 $4.04M 0.08% -3,630 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: 52,144 shares; 2024Q4: 51,770 shares; 2025Q1: 48,395 shares; 2025Q2: 47,795 shares; 2025Q3: 51,670 shares; 2025Q4: 47,788 shares; 2026Q1: 50,469 shares 50,469 $3.92M 0.07% +2,681 Timeline WING WINGSTOP INC More: the full row for WINGSTOP 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: 23,498 shares 23,498 $3.64M 0.07% new 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: 16,385 shares; 2024Q4: 16,408 shares; 2025Q1: 16,305 shares; 2025Q2: 16,638 shares; 2025Q3: 21,438 shares; 2025Q4: 21,893 shares; 2026Q1: 17,232 shares 17,232 $3.5M 0.07% -4,661 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: 103,358 shares; 2024Q4: 104,057 shares; 2025Q1: 101,631 shares; 2025Q2: 99,506 shares; 2025Q3: 97,035 shares; 2025Q4: 90,496 shares; 2026Q1: 7,697 shares 7,697 $3.33M 0.06% -82,799 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: 5,563 shares; 2024Q4: 5,530 shares; 2025Q1: 5,398 shares; 2025Q2: 5,862 shares; 2025Q3: 9,404 shares; 2025Q4: 9,658 shares; 2026Q1: 9,178 shares 9,178 $3.02M 0.06% -480 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,983 shares; 2024Q4: 79,266 shares; 2025Q1: 59,891 shares; 2025Q2: 48,916 shares; 2025Q3: 38,436 shares; 2025Q4: 36,561 shares; 2026Q1: 27,701 shares 27,701 $3.01M 0.06% -8,860 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: 3,288 shares; 2024Q4: 2,866 shares; 2025Q1: 2,548 shares; 2025Q2: 3,218 shares; 2025Q3: 4,460 shares; 2025Q4: 4,467 shares; 2026Q1: 3,100 shares 3,100 $2.85M 0.05% -1,367 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: 49,594 shares; 2024Q4: 48,016 shares; 2025Q1: 49,055 shares; 2025Q2: 38,938 shares; 2025Q3: 34,258 shares; 2025Q4: 33,341 shares; 2026Q1: 23,770 shares 23,770 $2.82M 0.05% -9,571 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,920 shares; 2024Q4: not reported; 2025Q1: 21,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,970 shares; 2026Q1: 43,720 shares 43,720 $2.78M 0.05% +4,750 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: 25,904 shares; 2024Q4: 39,395 shares; 2025Q1: 24,262 shares; 2025Q2: 25,167 shares; 2025Q3: 24,985 shares; 2025Q4: 37,180 shares; 2026Q1: 36,280 shares 36,280 $2.76M 0.05% -900 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: 51,167 shares; 2024Q4: 51,346 shares; 2025Q1: 45,731 shares; 2025Q2: 50,540 shares; 2025Q3: 82,105 shares; 2025Q4: 32,842 shares; 2026Q1: 22,689 shares 22,689 $2.73M 0.05% -10,153 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: 34,378 shares; 2024Q4: 34,023 shares; 2025Q1: 31,038 shares; 2025Q2: 32,803 shares; 2025Q3: 57,978 shares; 2025Q4: 32,378 shares; 2026Q1: 29,233 shares 29,233 $2.69M 0.05% -3,145 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: 25,083 shares; 2024Q4: 22,706 shares; 2025Q1: 22,809 shares; 2025Q2: 23,711 shares; 2025Q3: 109,014 shares; 2025Q4: 30,684 shares; 2026Q1: 25,207 shares 25,207 $2.59M 0.05% -5,477 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares 2,340 $2.55M 0.05% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,210 shares; 2024Q4: 16,335 shares; 2025Q1: 22,560 shares; 2025Q2: 11,795 shares; 2025Q3: 11,210 shares; 2025Q4: 11,210 shares; 2026Q1: 9,850 shares 9,850 $2.43M 0.05% -1,360 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,185 shares; 2024Q4: 87,752 shares; 2025Q1: 93,635 shares; 2025Q2: 48,635 shares; 2025Q3: 48,635 shares; 2025Q4: 55,760 shares; 2026Q1: 53,760 shares 53,760 $2.43M 0.05% -2,000 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: 16,790 shares; 2024Q4: 16,523 shares; 2025Q1: 9,843 shares; 2025Q2: 9,843 shares; 2025Q3: 9,843 shares; 2025Q4: 9,843 shares; 2026Q1: 9,643 shares 9,643 $2.41M 0.05% -200 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: 12,468 shares; 2024Q4: 12,452 shares; 2025Q1: 12,585 shares; 2025Q2: 16,052 shares; 2025Q3: 17,252 shares; 2025Q4: 23,852 shares; 2026Q1: 24,137 shares 24,137 $2.34M 0.04% +285 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,200 shares; 2024Q4: 31,200 shares; 2025Q1: 45,200 shares; 2025Q2: 23,800 shares; 2025Q3: 21,750 shares; 2025Q4: 21,750 shares; 2026Q1: 17,450 shares 17,450 $2.29M 0.04% -4,300 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: 747 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 780 shares; 2025Q3: 3,165 shares; 2025Q4: 3,931 shares; 2026Q1: 3,836 shares 3,836 $2.19M 0.04% -95 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: 34,864 shares; 2024Q4: 34,262 shares; 2025Q1: 33,287 shares; 2025Q2: 28,559 shares; 2025Q3: 28,559 shares; 2025Q4: 26,859 shares; 2026Q1: 26,636 shares 26,636 $2.17M 0.04% -223 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: 14,697 shares; 2024Q4: 14,692 shares; 2025Q1: 11,608 shares; 2025Q2: 14,603 shares; 2025Q3: 14,253 shares; 2025Q4: 13,205 shares; 2026Q1: 12,355 shares 12,355 $2.1M 0.04% -850 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: 7,873 shares; 2024Q4: 7,660 shares; 2025Q1: 7,311 shares; 2025Q2: 8,174 shares; 2025Q3: 11,471 shares; 2025Q4: 12,863 shares; 2026Q1: 12,863 shares 12,863 $2M 0.04% 0 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: 10,214 shares; 2024Q4: 10,460 shares; 2025Q1: 10,614 shares; 2025Q2: 10,617 shares; 2025Q3: 13,573 shares; 2025Q4: 14,055 shares; 2026Q1: 8,487 shares 8,487 $1.76M 0.03% -5,568 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: 34,745 shares; 2024Q4: 34,545 shares; 2025Q1: 34,035 shares; 2025Q2: 34,741 shares; 2025Q3: 35,135 shares; 2025Q4: 32,435 shares; 2026Q1: 31,335 shares 31,335 $1.75M 0.03% -1,100 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,897 shares; 2025Q3: 5,942 shares; 2025Q4: 4,980 shares; 2026Q1: 6,222 shares 6,222 $1.62M 0.03% +1,242 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,670 shares; 2024Q4: 37,758 shares; 2025Q1: 32,810 shares; 2025Q2: 32,732 shares; 2025Q3: 19,821 shares; 2025Q4: 25,317 shares; 2026Q1: 25,317 shares 25,317 $1.59M 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 750 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 5,253 shares; 2025Q4: 936 shares; 2026Q1: 5,253 shares 5,253 $1.59M 0.03% +4,317 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: 543,873 shares; 2024Q4: 542,137 shares; 2025Q1: 24,453 shares; 2025Q2: 22,800 shares; 2025Q3: 22,728 shares; 2025Q4: 21,973 shares; 2026Q1: 19,253 shares 19,253 $1.54M 0.03% -2,720 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: 14,900 shares; 2024Q4: 14,900 shares; 2025Q1: 14,900 shares; 2025Q2: 14,900 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares 14,900 $1.53M 0.03% 0 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: 8,006 shares; 2024Q4: 8,085 shares; 2025Q1: 8,297 shares; 2025Q2: 8,393 shares; 2025Q3: 8,909 shares; 2025Q4: 9,224 shares; 2026Q1: 4,751 shares 4,751 $1.51M 0.03% -4,473 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: 1,805 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 4,362 shares; 2025Q4: 4,576 shares; 2026Q1: 4,804 shares 4,804 $1.49M 0.03% +228 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: 4,652 shares; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,255 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,545 shares 4,545 $1.48M 0.03% +300 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,308 shares; 2024Q4: 9,308 shares; 2025Q1: 7,933 shares; 2025Q2: 9,573 shares; 2025Q3: 9,573 shares; 2025Q4: 9,798 shares; 2026Q1: 9,913 shares 9,913 $1.47M 0.03% +115 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,075 shares; 2025Q4: 38,650 shares; 2026Q1: 31,850 shares 31,850 $1.44M 0.03% -6,800 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: 6,559 shares; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,690 shares; 2025Q3: 7,057 shares; 2025Q4: 8,619 shares; 2026Q1: 8,619 shares 8,619 $1.38M 0.03% 0 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: 6,273 shares; 2024Q4: 6,273 shares; 2025Q1: 5,161 shares; 2025Q2: 4,730 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares 4,521 $1.3M 0.02% 0 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: 34,182 shares; 2024Q4: 34,832 shares; 2025Q1: 34,632 shares; 2025Q2: 34,332 shares; 2025Q3: 34,332 shares; 2025Q4: 34,332 shares; 2026Q1: 34,232 shares 34,232 $1.3M 0.02% -100 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,511 shares 17,511 $1.27M 0.02% new 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: 4,543 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 10,263 shares; 2025Q4: 4,410 shares; 2026Q1: 9,558 shares 9,558 $1.25M 0.02% +5,148 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: 45,708 shares; 2024Q4: 44,717 shares; 2025Q1: 35,546 shares; 2025Q2: 38,860 shares; 2025Q3: 40,610 shares; 2025Q4: 44,330 shares; 2026Q1: 43,142 shares 43,142 $1.21M 0.02% -1,188 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: 8,799 shares; 2024Q4: 8,599 shares; 2025Q1: 7,399 shares; 2025Q2: 8,807 shares; 2025Q3: 5,034 shares; 2025Q4: 5,249 shares; 2026Q1: 5,189 shares 5,189 $1.12M 0.02% -60 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: 1,945 shares; 2024Q4: 1,925 shares; 2025Q1: 4,873 shares; 2025Q2: 3,590 shares; 2025Q3: 8,514 shares; 2025Q4: 13,282 shares; 2026Q1: 7,546 shares 7,546 $1.11M 0.02% -5,736 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,475 shares; 2025Q4: 5,475 shares; 2026Q1: 5,475 shares 5,475 $1.09M 0.02% 0 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: 19,381 shares; 2024Q4: 19,381 shares; 2025Q1: 19,381 shares; 2025Q2: 19,531 shares; 2025Q3: 19,612 shares; 2025Q4: 19,921 shares; 2026Q1: 19,896 shares 19,896 $1.08M 0.02% -25 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: 23,196 shares; 2024Q4: 23,196 shares; 2025Q1: 23,196 shares; 2025Q2: 23,196 shares; 2025Q3: 23,196 shares; 2025Q4: 23,196 shares; 2026Q1: 21,204 shares 21,204 $1.07M 0.02% -1,992 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,713 shares; 2025Q3: 5,293 shares; 2025Q4: 6,642 shares; 2026Q1: 6,100 shares 6,100 $1.06M 0.02% -542 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: 76,481 shares; 2024Q4: 71,831 shares; 2025Q1: 29,040 shares; 2025Q2: 26,965 shares; 2025Q3: 26,965 shares; 2025Q4: 26,965 shares; 2026Q1: 23,837 shares 23,837 $1.05M 0.02% -3,128 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: 7,719 shares; 2024Q4: 12,685 shares; 2025Q1: 15,617 shares; 2025Q2: 13,143 shares; 2025Q3: 14,107 shares; 2025Q4: 16,062 shares; 2026Q1: 10,902 shares 10,902 $1.05M 0.02% -5,160 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: 22,550 shares; 2024Q4: 22,824 shares; 2025Q1: 21,674 shares; 2025Q2: 23,899 shares; 2025Q3: 20,372 shares; 2025Q4: 25,129 shares; 2026Q1: 11,276 shares 11,276 $1.05M 0.02% -13,853 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: 7,080 shares; 2025Q4: not reported; 2026Q1: 5,667 shares 5,667 $1.03M 0.02% new Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,857 shares; 2024Q4: 34,254 shares; 2025Q1: 35,014 shares; 2025Q2: 35,323 shares; 2025Q3: 39,349 shares; 2025Q4: 40,828 shares; 2026Q1: 16,552 shares 16,552 $1.02M 0.02% -24,276 Timeline CNSWF CONSTELLATION SOFTWARE INC More: the full row for CONSTELLATION SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 650 shares; 2025Q4: 621 shares; 2026Q1: 573 shares 573 $1.01M 0.02% -48 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: 12,237 shares; 2024Q4: 12,231 shares; 2025Q1: 11,906 shares; 2025Q2: 11,453 shares; 2025Q3: 11,453 shares; 2025Q4: 11,453 shares; 2026Q1: 11,453 shares 11,453 $976K 0.02% 0 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: 4,231 shares; 2024Q4: 4,219 shares; 2025Q1: 3,794 shares; 2025Q2: 4,219 shares; 2025Q3: 3,977 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares 3,757 $911K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,981 shares; 2025Q4: 7,732 shares; 2026Q1: 7,732 shares 7,732 $895K 0.02% 0 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: 3,522 shares; 2024Q4: 4,293 shares; 2025Q1: 4,063 shares; 2025Q2: 3,163 shares; 2025Q3: 4,033 shares; 2025Q4: 4,891 shares; 2026Q1: 3,948 shares 3,948 $892K 0.02% -943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares; 2025Q4: not reported; 2026Q1: 606 shares 606 $892K 0.02% new 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: 4,372 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 3,478 shares; 2025Q4: 2,695 shares; 2026Q1: 3,308 shares 3,308 $883K 0.02% +613 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,293 shares; 2024Q4: 23,101 shares; 2025Q1: 23,101 shares; 2025Q2: 15,290 shares; 2025Q3: 15,290 shares; 2025Q4: 13,040 shares; 2026Q1: 13,040 shares 13,040 $864K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,342 shares; 2024Q4: 21,555 shares; 2025Q1: 20,738 shares; 2025Q2: 22,871 shares; 2025Q3: 24,050 shares; 2025Q4: 24,936 shares; 2026Q1: 14,857 shares 14,857 $856K 0.02% -10,079 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: 3,430 shares; 2024Q4: 3,430 shares; 2025Q1: 3,430 shares; 2025Q2: 7,630 shares; 2025Q3: 7,630 shares; 2025Q4: 7,630 shares; 2026Q1: 8,923 shares 8,923 $808K 0.02% +1,293 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 16,587 shares; 2026Q1: 16,587 shares 16,587 $800K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 5,665 shares; 2025Q4: 3,331 shares; 2026Q1: 5,115 shares 5,115 $781K 0.01% +1,784 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,383 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 5,030 shares; 2025Q4: 3,383 shares; 2026Q1: 4,012 shares 4,012 $774K 0.01% +629 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: 2,783 shares; 2024Q4: 2,838 shares; 2025Q1: 2,896 shares; 2025Q2: 3,028 shares; 2025Q3: 3,526 shares; 2025Q4: 3,544 shares; 2026Q1: 1,508 shares 1,508 $748K 0.01% -2,036 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: 2,615 shares; 2024Q4: 2,615 shares; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,115 shares; 2026Q1: 2,315 shares 2,315 $743K 0.01% +200 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: 11,963 shares; 2024Q4: 11,913 shares; 2025Q1: 11,813 shares; 2025Q2: 11,737 shares; 2025Q3: 12,156 shares; 2025Q4: 12,052 shares; 2026Q1: 5,952 shares 5,952 $740K 0.01% -6,100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,852 shares; 2025Q4: not reported; 2026Q1: 3,729 shares 3,729 $739K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,351 shares; 2025Q1: 8,535 shares; 2025Q2: 8,940 shares; 2025Q3: 10,627 shares; 2025Q4: 11,797 shares; 2026Q1: 8,186 shares 8,186 $733K 0.01% -3,611 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares 1,328 $729K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 5,442 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 4,971 shares; 2026Q1: 4,971 shares 4,971 $722K 0.01% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 7,192 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 7,192 shares; 2026Q1: 7,192 shares 7,192 $713K 0.01% 0 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: 6,372 shares; 2024Q4: 6,355 shares; 2025Q1: 6,393 shares; 2025Q2: 4,294 shares; 2025Q3: 2,896 shares; 2025Q4: 2,677 shares; 2026Q1: 2,518 shares 2,518 $681K 0.01% -159 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares 1,933 $680K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares 1,565 $673K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 6,100 shares 6,100 $651K 0.01% -1,000 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 9,596 shares; 2025Q1: 8,059 shares; 2025Q2: 7,783 shares; 2025Q3: 7,607 shares; 2025Q4: 7,024 shares; 2026Q1: 3,686 shares 3,686 $634K 0.01% -3,338 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 4,333 shares; 2025Q4: 1,805 shares; 2026Q1: 3,854 shares 3,854 $634K 0.01% +2,049 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: 6,286 shares; 2024Q4: 6,286 shares; 2025Q1: 6,301 shares; 2025Q2: 6,286 shares; 2025Q3: 5,764 shares; 2025Q4: 5,694 shares; 2026Q1: 5,499 shares 5,499 $632K 0.01% -195 Timeline ISHG 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: 20,400 shares; 2025Q2: 20,400 shares; 2025Q3: 20,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $623K 0.01% 0 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: 4,027 shares; 2024Q4: 4,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 3,298 shares; 2025Q4: 1,963 shares; 2026Q1: 2,985 shares 2,985 $617K 0.01% +1,022 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,036 shares; 2025Q1: 760 shares; 2025Q2: 1,036 shares; 2025Q3: 760 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852 $604K 0.01% 0 Timeline BWZ 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: 54,300 shares; 2025Q2: 54,300 shares; 2025Q3: 54,300 shares; 2025Q4: 22,300 shares; 2026Q1: 22,300 shares 22,300 $600K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,528 shares; 2025Q1: 9,528 shares; 2025Q2: 9,413 shares; 2025Q3: 8,229 shares; 2025Q4: 8,166 shares; 2026Q1: 7,101 shares 7,101 $559K 0.01% -1,065 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: 15,276 shares; 2024Q4: 15,270 shares; 2025Q1: 11,070 shares; 2025Q2: 11,070 shares; 2025Q3: 11,070 shares; 2025Q4: 11,070 shares; 2026Q1: 10,720 shares 10,720 $558K 0.01% -350 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 8,040 shares; 2025Q1: 8,333 shares; 2025Q2: 8,337 shares; 2025Q3: 9,497 shares; 2025Q4: 13,340 shares; 2026Q1: 4,913 shares 4,913 $537K 0.01% -8,427 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,041 shares; 2025Q1: 2,013 shares; 2025Q2: 2,013 shares; 2025Q3: 2,733 shares; 2025Q4: 2,013 shares; 2026Q1: 2,603 shares 2,603 $527K 0.01% +590 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: 1,412 shares; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares 1,467 $525K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 1,238 shares; 2026Q1: 578 shares 578 $500K 0.01% -660 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 1,498 shares; 2025Q2: 2,271 shares; 2025Q3: 2,492 shares; 2025Q4: 2,509 shares; 2026Q1: 1,009 shares 1,009 $495K 0.01% -1,500 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,079 shares; 2025Q1: 4,312 shares; 2025Q2: 5,537 shares; 2025Q3: 5,522 shares; 2025Q4: 5,522 shares; 2026Q1: 5,522 shares 5,522 $490K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 5,762 shares; 2025Q1: 4,809 shares; 2025Q2: 6,271 shares; 2025Q3: 5,690 shares; 2025Q4: 5,728 shares; 2026Q1: 2,816 shares 2,816 $488K 0.01% -2,912 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: 2,921 shares; 2024Q4: 2,900 shares; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 3,041 shares; 2025Q4: 3,240 shares; 2026Q1: 2,890 shares 2,890 $478K 0.01% -350 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: 46,773 shares; 2024Q4: 41,662 shares; 2025Q1: 32,936 shares; 2025Q2: 32,746 shares; 2025Q3: 18,202 shares; 2025Q4: 17,492 shares; 2026Q1: 16,584 shares 16,584 $476K 0.01% -908 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,410 shares; 2025Q4: 6,576 shares; 2026Q1: 6,576 shares 6,576 $469K 0.01% 0 Timeline WATSCO INC WATSCO INC More: the full row for WATSCO 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: 1,245 shares; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $449K 0.01% new PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,753 shares; 2025Q1: 3,696 shares; 2025Q2: 3,696 shares; 2025Q3: 4,654 shares; 2025Q4: 3,601 shares; 2026Q1: 2,121 shares 2,121 $441K 0.01% -1,480 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: 6,223 shares; 2024Q4: 3,300 shares; 2025Q1: 6,220 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $436K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: not reported; 2026Q1: 2,178 shares 2,178 $433K 0.01% new 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: 4,793 shares; 2024Q4: 4,781 shares; 2025Q1: 4,781 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 4,781 shares; 2026Q1: 4,781 shares 4,781 $432K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: not reported; 2026Q1: 506 shares 506 $428K 0.01% new 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: 3,774 shares; 2024Q4: 3,846 shares; 2025Q1: 3,938 shares; 2025Q2: 3,951 shares; 2025Q3: 4,612 shares; 2025Q4: 4,940 shares; 2026Q1: 2,111 shares 2,111 $416K 0.01% -2,829 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: 13,228 shares; 2024Q4: 3,189 shares; 2025Q1: 13,189 shares; 2025Q2: 3,189 shares; 2025Q3: 5,154 shares; 2025Q4: 3,189 shares; 2026Q1: 5,154 shares 5,154 $410K 0.01% +1,965 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,562 shares 1,562 $409K 0.01% +52 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: 6,510 shares; 2024Q4: 6,017 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $402K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 3,031 shares; 2025Q3: 3,031 shares; 2025Q4: 3,031 shares; 2026Q1: 3,031 shares 3,031 $402K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 144 shares; 2025Q1: 147 shares; 2025Q2: 149 shares; 2025Q3: 152 shares; 2025Q4: 149 shares; 2026Q1: 95 shares 95 $400K 0.01% -54 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: 1,058 shares; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $399K 0.01% 0 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 540 shares 540 $399K 0.01% -65 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $398K 0.01% 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: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,930 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares 4,930 $388K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 7,945 shares; 2025Q1: 7,045 shares; 2025Q2: 7,945 shares; 2025Q3: 7,045 shares; 2025Q4: 4,729 shares; 2026Q1: 4,729 shares 4,729 $387K 0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: not reported; 2026Q1: 804 shares 804 $373K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares; 2025Q3: 5,464 shares; 2025Q4: 5,464 shares; 2026Q1: 5,464 shares 5,464 $371K 0.01% 0 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: 17,829 shares; 2024Q4: 17,534 shares; 2025Q1: 17,142 shares; 2025Q2: 17,216 shares; 2025Q3: 92,216 shares; 2025Q4: 16,745 shares; 2026Q1: 7,613 shares 7,613 $371K 0.01% -9,132 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: 3,675 shares; 2024Q4: 3,667 shares; 2025Q1: 3,457 shares; 2025Q2: 3,426 shares; 2025Q3: 3,426 shares; 2025Q4: 2,388 shares; 2026Q1: 1,870 shares 1,870 $371K 0.01% -518 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: 11,326 shares; 2024Q4: 10,878 shares; 2025Q1: 8,724 shares; 2025Q2: 10,723 shares; 2025Q3: 10,173 shares; 2025Q4: 10,173 shares; 2026Q1: 7,364 shares 7,364 $370K 0.01% -2,809 Timeline EPI 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $367K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $363K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,659 shares; 2024Q4: 6,528 shares; 2025Q1: 6,674 shares; 2025Q2: 6,677 shares; 2025Q3: 5,818 shares; 2025Q4: 8,458 shares; 2026Q1: 2,499 shares 2,499 $361K 0.01% -5,959 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: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $347K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,815 shares; 2024Q4: 108,418 shares; 2025Q1: 73,861 shares; 2025Q2: 18,882 shares; 2025Q3: 16,518 shares; 2025Q4: 4,790 shares; 2026Q1: 2,683 shares 2,683 $331K 0.01% -2,107 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: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $328K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 962 shares; 2025Q4: 918 shares; 2026Q1: 966 shares 966 $326K 0.01% +48 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: 3,356 shares; 2024Q4: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares; 2026Q1: 3,341 shares 3,341 $322K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,418 shares; 2024Q4: 29,418 shares; 2025Q1: 29,418 shares; 2025Q2: 29,418 shares; 2025Q3: 29,418 shares; 2025Q4: 29,418 shares; 2026Q1: 29,418 shares 29,418 $316K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares; 2025Q4: not reported; 2026Q1: 2,908 shares 2,908 $315K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: not reported; 2026Q1: 5,110 shares 5,110 $310K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,199 shares; 2024Q4: 9,751 shares; 2025Q1: 7,766 shares; 2025Q2: 9,199 shares; 2025Q3: 6,555 shares; 2025Q4: 6,555 shares; 2026Q1: 6,555 shares 6,555 $308K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $302K 0.01% 0 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares 2,674 $291K 0.01% 0 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: 5,628 shares; 2024Q4: 4,595 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares 4,345 $283K 0.01% 0 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,001 shares; 2024Q4: 20,001 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $271K 0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: not reported; 2026Q1: 2,308 shares 2,308 $270K 0.01% new 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: 502 shares; 2024Q4: 437 shares; 2025Q1: 539 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $264K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,675 shares 1,675 $263K 0.01% +50 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: 4,202 shares; 2024Q4: 4,202 shares; 2025Q1: 4,202 shares; 2025Q2: 4,202 shares; 2025Q3: 4,202 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares 4,045 $259K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,536 shares; 2025Q1: not reported; 2025Q2: 4,486 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares; 2026Q1: 3,886 shares 3,886 $256K <0.01% -600 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: 956 shares; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 956 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares 1,912 $254K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,042 shares; 2025Q1: not reported; 2025Q2: 2,039 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 1,919 shares 1,919 $254K <0.01% -296 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 8,458 shares; 2025Q1: 10,690 shares; 2025Q2: 4,093 shares; 2025Q3: 2,555 shares; 2025Q4: not reported; 2026Q1: 3,165 shares 3,165 $244K <0.01% new 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: 2,533 shares; 2024Q4: 2,468 shares; 2025Q1: 2,594 shares; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 796 shares 796 $229K <0.01% +96 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,276 shares; 2025Q3: 3,433 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares 3,025 $225K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $210K <0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,717 shares; 2024Q4: 23,717 shares; 2025Q1: 23,325 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $204K <0.01% 0 Timeline AMLP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,809 shares 3,809 $201K <0.01% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,298 shares; 2024Q4: 12,298 shares; 2025Q1: 12,298 shares; 2025Q2: 12,298 shares; 2025Q3: 12,298 shares; 2025Q4: 12,298 shares; 2026Q1: 12,298 shares 12,298 $190K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,470 shares; 2024Q4: 23,470 shares; 2025Q1: 23,470 shares; 2025Q2: 23,470 shares; 2025Q3: 23,470 shares; 2025Q4: 23,470 shares; 2026Q1: 23,470 shares 23,470 $125K <0.01% 0 Timeline MERGENET SOLUTIONS INC COM MERGENET SOLUTIONS INC COM More: the full row for MERGENET SOLUTIONS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $10K <0.01% 0