AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764,354 shares; 2024Q4: 1,749,350 shares; 2025Q1: 1,702,132 shares; 2025Q2: 1,645,530 shares; 2025Q3: 1,619,311 shares; 2025Q4: 1,576,554 shares; 2026Q1: 1,504,338 shares 1,504,338 $382M 6% -72,216 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: 2,402,783 shares; 2024Q4: 2,362,556 shares; 2025Q1: 2,469,113 shares; 2025Q2: 2,413,188 shares; 2025Q3: 2,338,533 shares; 2025Q4: 2,264,901 shares; 2026Q1: 2,182,929 shares 2,182,929 $381M 5.99% -81,972 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: 873,738 shares; 2024Q4: 870,960 shares; 2025Q1: 860,807 shares; 2025Q2: 836,043 shares; 2025Q3: 819,395 shares; 2025Q4: 811,533 shares; 2026Q1: 784,201 shares 784,201 $290M 4.56% -27,332 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030,813 shares; 2024Q4: 1,023,871 shares; 2025Q1: 999,388 shares; 2025Q2: 983,616 shares; 2025Q3: 977,185 shares; 2025Q4: 953,003 shares; 2026Q1: 887,425 shares 887,425 $255M 4% -65,578 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: 1,221,789 shares; 2024Q4: 1,220,590 shares; 2025Q1: 1,191,053 shares; 2025Q2: 1,163,536 shares; 2025Q3: 1,152,251 shares; 2025Q4: 1,144,774 shares; 2026Q1: 1,122,187 shares 1,122,187 $234M 3.67% -22,587 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: 813,654 shares; 2024Q4: 819,701 shares; 2025Q1: 806,848 shares; 2025Q2: 781,694 shares; 2025Q3: 766,671 shares; 2025Q4: 751,368 shares; 2026Q1: 714,008 shares 714,008 $205M 3.23% -37,360 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: 438,811 shares; 2024Q4: 436,895 shares; 2025Q1: 421,088 shares; 2025Q2: 412,418 shares; 2025Q3: 405,527 shares; 2025Q4: 399,179 shares; 2026Q1: 392,062 shares 392,062 $196M 3.08% -7,117 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: 1,282,786 shares; 2024Q4: 1,274,422 shares; 2025Q1: 1,241,998 shares; 2025Q2: 1,261,942 shares; 2025Q3: 1,244,132 shares; 2025Q4: 1,216,602 shares; 2026Q1: 1,177,393 shares 1,177,393 $194M 3.05% -39,209 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,533 shares; 2025Q2: 158,670 shares; 2025Q3: 159,280 shares; 2025Q4: 155,237 shares; 2026Q1: 134,308 shares 134,308 $185M 2.91% -20,929 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,891 shares; 2024Q4: 57,512 shares; 2025Q1: 54,538 shares; 2025Q2: 52,902 shares; 2025Q3: 51,590 shares; 2025Q4: 51,961 shares; 2026Q1: 51,425 shares 51,425 $174M 2.73% -536 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,782,978 shares; 2024Q4: 2,762,209 shares; 2025Q1: 2,690,985 shares; 2025Q2: 2,533,229 shares; 2025Q3: 2,498,218 shares; 2025Q4: 2,459,053 shares; 2026Q1: 2,370,634 shares 2,370,634 $173M 2.71% -88,419 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: 656,148 shares; 2024Q4: 650,873 shares; 2025Q1: 636,215 shares; 2025Q2: 600,108 shares; 2025Q3: 591,010 shares; 2025Q4: 586,994 shares; 2026Q1: 532,133 shares 532,133 $157M 2.46% -54,861 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: 1,471,931 shares; 2024Q4: 1,399,444 shares; 2025Q1: 1,358,171 shares; 2025Q2: 1,358,268 shares; 2025Q3: 1,333,651 shares; 2025Q4: 1,317,092 shares; 2026Q1: 1,345,665 shares 1,345,665 $155M 2.43% +28,573 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: 467,966 shares; 2024Q4: 467,793 shares; 2025Q1: 460,394 shares; 2025Q2: 450,742 shares; 2025Q3: 445,080 shares; 2025Q4: 440,318 shares; 2026Q1: 432,199 shares 432,199 $142M 2.24% -8,119 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: 450,931 shares; 2024Q4: 453,852 shares; 2025Q1: 443,665 shares; 2025Q2: 435,449 shares; 2025Q3: 436,609 shares; 2025Q4: 429,476 shares; 2026Q1: 420,570 shares 420,570 $137M 2.16% -8,906 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: 1,178,894 shares; 2024Q4: 1,103,209 shares; 2025Q1: 1,056,221 shares; 2025Q2: 1,038,503 shares; 2025Q3: 1,023,385 shares; 2025Q4: 997,000 shares; 2026Q1: 987,081 shares 987,081 $134M 2.1% -9,919 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: 298,994 shares; 2024Q4: 298,083 shares; 2025Q1: 289,694 shares; 2025Q2: 284,202 shares; 2025Q3: 280,298 shares; 2025Q4: 274,755 shares; 2026Q1: 266,753 shares 266,753 $131M 2.06% -8,002 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: 283,316 shares; 2024Q4: 279,442 shares; 2025Q1: 274,679 shares; 2025Q2: 271,667 shares; 2025Q3: 268,325 shares; 2025Q4: 266,447 shares; 2026Q1: 257,658 shares 257,658 $123M 1.94% -8,789 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,221,832 shares; 2025Q1: 1,583,420 shares; 2025Q2: 1,678,470 shares; 2025Q3: 1,681,006 shares; 2025Q4: 1,657,751 shares; 2026Q1: 1,672,216 shares 1,672,216 $123M 1.93% +14,465 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,662 shares; 2025Q1: 112,475 shares; 2025Q2: 110,130 shares; 2025Q3: 109,536 shares; 2025Q4: 108,567 shares; 2026Q1: 106,170 shares 106,170 $102M 1.61% -2,397 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: 115,799 shares; 2024Q4: 114,472 shares; 2025Q1: 113,206 shares; 2025Q2: 103,881 shares; 2025Q3: 101,742 shares; 2025Q4: 101,236 shares; 2026Q1: 100,119 shares 100,119 $99.8M 1.57% -1,117 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130,531 shares; 2024Q4: 1,134,076 shares; 2025Q1: 1,091,046 shares; 2025Q2: 1,072,367 shares; 2025Q3: 1,050,411 shares; 2025Q4: 1,033,859 shares; 2026Q1: 1,046,430 shares 1,046,430 $93.5M 1.47% +12,571 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: 4,161 shares; 2024Q4: 4,161 shares; 2025Q1: 992,794 shares; 2025Q2: 1,074,811 shares; 2025Q3: 1,109,748 shares; 2025Q4: 1,087,599 shares; 2026Q1: 1,156,032 shares 1,156,032 $83.2M 1.31% +68,433 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617,454 shares; 2024Q4: 622,024 shares; 2025Q1: 618,209 shares; 2025Q2: 639,255 shares; 2025Q3: 629,372 shares; 2025Q4: 552,254 shares; 2026Q1: 549,203 shares 549,203 $79.4M 1.25% -3,051 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,357 shares; 2024Q4: 430,068 shares; 2025Q1: 423,582 shares; 2025Q2: 432,145 shares; 2025Q3: 403,504 shares; 2025Q4: 395,015 shares; 2026Q1: 386,149 shares 386,149 $75.4M 1.19% -8,866 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: 120,212 shares; 2024Q4: 120,911 shares; 2025Q1: 115,423 shares; 2025Q2: 115,526 shares; 2025Q3: 115,895 shares; 2025Q4: 116,548 shares; 2026Q1: 115,674 shares 115,674 $75.2M 1.18% -874 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: 56,078 shares; 2024Q4: 58,502 shares; 2025Q1: 61,331 shares; 2025Q2: 68,311 shares; 2025Q3: 84,377 shares; 2025Q4: 108,649 shares; 2026Q1: 125,464 shares 125,464 $75M 1.18% +16,815 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 151,382 shares 151,382 $73.4M 1.15% +150,896 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,662 shares; 2026Q1: 670,411 shares 670,411 $71M 1.12% +132,749 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836,985 shares; 2024Q4: 845,326 shares; 2025Q1: 881,000 shares; 2025Q2: 873,956 shares; 2025Q3: 870,088 shares; 2025Q4: 819,418 shares; 2026Q1: 802,718 shares 802,718 $66.1M 1.04% -16,700 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: 17,828 shares; 2024Q4: 17,601 shares; 2025Q1: 234,529 shares; 2025Q2: 269,108 shares; 2025Q3: 311,744 shares; 2025Q4: 277,253 shares; 2026Q1: 317,370 shares 317,370 $62.9M 0.99% +40,117 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: 448,770 shares; 2024Q4: 453,370 shares; 2025Q1: 437,197 shares; 2025Q2: 405,552 shares; 2025Q3: 396,800 shares; 2025Q4: 357,516 shares; 2026Q1: 346,150 shares 346,150 $59.7M 0.94% -11,366 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034,520 shares; 2024Q4: 1,033,109 shares; 2025Q1: 487,487 shares; 2025Q2: 1,666,373 shares; 2025Q3: 2,391,286 shares; 2025Q4: 2,938,357 shares; 2026Q1: 3,121,008 shares 3,121,008 $56.2M 0.88% +182,651 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,360 shares; 2024Q4: 648,598 shares; 2025Q1: 631,220 shares; 2025Q2: 635,955 shares; 2025Q3: 619,495 shares; 2025Q4: 625,719 shares; 2026Q1: 620,632 shares 620,632 $54.7M 0.86% -5,087 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678,379 shares; 2024Q4: 739,109 shares; 2025Q1: 795,880 shares; 2025Q2: 794,224 shares; 2025Q3: 736,229 shares; 2025Q4: 638,274 shares; 2026Q1: 638,147 shares 638,147 $53M 0.83% -127 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,616 shares; 2024Q4: 68,251 shares; 2025Q1: 67,064 shares; 2025Q2: 66,429 shares; 2025Q3: 66,594 shares; 2025Q4: 78,610 shares; 2026Q1: 79,941 shares 79,941 $52.2M 0.82% +1,331 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,630 shares; 2024Q4: 232,786 shares; 2025Q1: 215,113 shares; 2025Q2: 205,097 shares; 2025Q3: 207,026 shares; 2025Q4: 210,633 shares; 2026Q1: 202,873 shares 202,873 $49.3M 0.78% -7,760 Timeline DXJ 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: 191,583 shares; 2024Q4: 271,973 shares; 2025Q1: 288,710 shares; 2025Q2: 298,913 shares; 2025Q3: 297,872 shares; 2025Q4: 289,661 shares; 2026Q1: 307,624 shares 307,624 $48.8M 0.77% +17,963 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 23,137 shares; 2025Q4: 23,609 shares; 2026Q1: 26,601 shares 26,601 $46M 0.72% +2,992 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: 86,817 shares; 2024Q4: 85,673 shares; 2025Q1: 84,420 shares; 2025Q2: 104,017 shares; 2025Q3: 299,421 shares; 2025Q4: 383,246 shares; 2026Q1: 601,164 shares 601,164 $45.1M 0.71% +217,918 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: 875,809 shares; 2024Q4: 877,000 shares; 2025Q1: 857,893 shares; 2025Q2: 354,882 shares; 2025Q3: 338,394 shares; 2025Q4: 306,077 shares; 2026Q1: 271,930 shares 271,930 $43.4M 0.68% -34,147 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,851 shares; 2025Q3: 614,328 shares; 2025Q4: 709,587 shares; 2026Q1: 775,551 shares 775,551 $39.1M 0.61% +65,964 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,635 shares; 2024Q4: 82,935 shares; 2025Q1: 61,210 shares; 2025Q2: 108,435 shares; 2025Q3: 251,757 shares; 2025Q4: 353,898 shares; 2026Q1: 394,869 shares 394,869 $36.6M 0.58% +40,971 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,098 shares; 2024Q4: 190,344 shares; 2025Q1: 172,884 shares; 2025Q2: 165,977 shares; 2025Q3: 163,628 shares; 2025Q4: 156,319 shares; 2026Q1: 133,122 shares 133,122 $32.5M 0.51% -23,197 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: 79,618 shares; 2024Q4: 79,208 shares; 2025Q1: 76,663 shares; 2025Q2: 75,873 shares; 2025Q3: 75,393 shares; 2025Q4: 73,834 shares; 2026Q1: 72,330 shares 72,330 $31.1M 0.49% -1,504 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: 105,878 shares; 2024Q4: 106,061 shares; 2025Q1: 103,707 shares; 2025Q2: 101,837 shares; 2025Q3: 100,023 shares; 2025Q4: 98,818 shares; 2026Q1: 95,482 shares 95,482 $30.6M 0.48% -3,336 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: 348,021 shares; 2024Q4: 202,193 shares; 2025Q1: 172,259 shares; 2025Q2: 164,254 shares; 2025Q3: 144,988 shares; 2025Q4: 153,950 shares; 2026Q1: 144,505 shares 144,505 $29.9M 0.47% -9,445 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,527 shares; 2024Q4: 56,181 shares; 2025Q1: 57,347 shares; 2025Q2: 58,225 shares; 2025Q3: 58,381 shares; 2025Q4: 61,676 shares; 2026Q1: 59,742 shares 59,742 $25.5M 0.4% -1,934 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: 37,266 shares; 2024Q4: 37,199 shares; 2025Q1: 36,546 shares; 2025Q2: 35,947 shares; 2025Q3: 34,343 shares; 2025Q4: 34,846 shares; 2026Q1: 27,054 shares 27,054 $24.9M 0.39% -7,792 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: 347,677 shares; 2024Q4: 344,650 shares; 2025Q1: 332,723 shares; 2025Q2: 309,817 shares; 2025Q3: 145,535 shares; 2025Q4: 108,010 shares; 2026Q1: 84,660 shares 84,660 $22.9M 0.36% -23,350 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: 390,598 shares; 2024Q4: 383,099 shares; 2025Q1: 374,566 shares; 2025Q2: 363,546 shares; 2025Q3: 150,337 shares; 2025Q4: 132,792 shares; 2026Q1: 96,981 shares 96,981 $19.2M 0.3% -35,811 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: 88,185 shares; 2024Q4: 87,506 shares; 2025Q1: 86,827 shares; 2025Q2: 86,106 shares; 2025Q3: 85,370 shares; 2025Q4: 83,900 shares; 2026Q1: 81,879 shares 81,879 $17.8M 0.28% -2,021 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: 190,633 shares; 2024Q4: 184,528 shares; 2025Q1: 178,823 shares; 2025Q2: 177,847 shares; 2025Q3: 174,207 shares; 2025Q4: 180,501 shares; 2026Q1: 179,232 shares 179,232 $17.4M 0.27% -1,269 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: 149,035 shares; 2024Q4: 150,523 shares; 2025Q1: 147,252 shares; 2025Q2: 163,661 shares; 2025Q3: 167,619 shares; 2025Q4: 172,668 shares; 2026Q1: 174,857 shares 174,857 $16.2M 0.26% +2,189 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: 206,455 shares; 2024Q4: 210,486 shares; 2025Q1: 203,977 shares; 2025Q2: 206,527 shares; 2025Q3: 210,085 shares; 2025Q4: 218,960 shares; 2026Q1: 240,254 shares 240,254 $15.4M 0.24% +21,294 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: 53,043 shares; 2024Q4: 54,783 shares; 2025Q1: 52,203 shares; 2025Q2: 59,410 shares; 2025Q3: 58,791 shares; 2025Q4: 57,605 shares; 2026Q1: 62,801 shares 62,801 $15.2M 0.24% +5,196 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: 210,051 shares; 2024Q4: 206,755 shares; 2025Q1: 189,670 shares; 2025Q2: 175,887 shares; 2025Q3: 178,648 shares; 2025Q4: 182,310 shares; 2026Q1: 175,229 shares 175,229 $13.6M 0.21% -7,081 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,867 shares; 2024Q4: 25,680 shares; 2025Q1: 26,514 shares; 2025Q2: 29,945 shares; 2025Q3: 30,286 shares; 2025Q4: 36,436 shares; 2026Q1: 36,111 shares 36,111 $13.4M 0.21% -325 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: 115,026 shares; 2024Q4: 112,483 shares; 2025Q1: 101,590 shares; 2025Q2: 100,810 shares; 2025Q3: 97,140 shares; 2025Q4: 92,303 shares; 2026Q1: 83,696 shares 83,696 $13M 0.2% -8,607 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: 88,689 shares; 2024Q4: 87,594 shares; 2025Q1: 85,314 shares; 2025Q2: 84,629 shares; 2025Q3: 83,648 shares; 2025Q4: 81,349 shares; 2026Q1: 75,605 shares 75,605 $12.8M 0.2% -5,744 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: 53,328 shares; 2024Q4: 49,717 shares; 2025Q1: 44,971 shares; 2025Q2: 42,000 shares; 2025Q3: 41,427 shares; 2025Q4: 38,871 shares; 2026Q1: 35,693 shares 35,693 $12.6M 0.2% -3,178 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: 18,938 shares; 2024Q4: 19,668 shares; 2025Q1: 16,466 shares; 2025Q2: 16,122 shares; 2025Q3: 14,199 shares; 2025Q4: 14,137 shares; 2026Q1: 14,007 shares 14,007 $12.1M 0.19% -130 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: 100,873 shares; 2024Q4: 105,355 shares; 2025Q1: 100,257 shares; 2025Q2: 94,402 shares; 2025Q3: 130,389 shares; 2025Q4: 142,085 shares; 2026Q1: 208,764 shares 208,764 $11.3M 0.18% +66,679 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,489 shares; 2024Q4: 58,884 shares; 2025Q1: 57,469 shares; 2025Q2: 59,317 shares; 2025Q3: 55,790 shares; 2025Q4: 51,505 shares; 2026Q1: 58,520 shares 58,520 $11.2M 0.18% +7,015 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 15,642 shares; 2025Q1: 15,582 shares; 2025Q2: 15,552 shares; 2025Q3: 15,680 shares; 2025Q4: 14,110 shares; 2026Q1: 31,495 shares 31,495 $11.2M 0.18% +17,385 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,181 shares; 2024Q4: 6,995 shares; 2025Q1: 19,882 shares; 2025Q2: 37,939 shares; 2025Q3: 80,747 shares; 2025Q4: 72,104 shares; 2026Q1: 135,194 shares 135,194 $11.1M 0.18% +63,090 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: 60,935 shares; 2024Q4: 60,327 shares; 2025Q1: 59,175 shares; 2025Q2: 55,960 shares; 2025Q3: 55,078 shares; 2025Q4: 55,003 shares; 2026Q1: 54,432 shares 54,432 $11.1M 0.17% -571 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: 104,700 shares; 2024Q4: 104,071 shares; 2025Q1: 101,023 shares; 2025Q2: 95,958 shares; 2025Q3: 94,545 shares; 2025Q4: 93,100 shares; 2026Q1: 91,797 shares 91,797 $11M 0.17% -1,303 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: 315,167 shares; 2024Q4: 270,267 shares; 2025Q1: 46,398 shares; 2025Q2: 42,608 shares; 2025Q3: 40,724 shares; 2025Q4: 38,009 shares; 2026Q1: 34,791 shares 34,791 $10.8M 0.17% -3,218 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: 69,433 shares; 2024Q4: 69,252 shares; 2025Q1: 67,877 shares; 2025Q2: 67,642 shares; 2025Q3: 67,878 shares; 2025Q4: 64,302 shares; 2026Q1: 55,101 shares 55,101 $10.6M 0.17% -9,201 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: 168,297 shares; 2024Q4: 145,775 shares; 2025Q1: 144,798 shares; 2025Q2: 143,676 shares; 2025Q3: 137,579 shares; 2025Q4: 134,856 shares; 2026Q1: 134,452 shares 134,452 $10.2M 0.16% -404 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: 38,308 shares; 2024Q4: 37,699 shares; 2025Q1: 36,798 shares; 2025Q2: 35,516 shares; 2025Q3: 35,375 shares; 2025Q4: 34,956 shares; 2026Q1: 33,611 shares 33,611 $10.2M 0.16% -1,345 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: 47,820 shares; 2024Q4: 44,197 shares; 2025Q1: 44,024 shares; 2025Q2: 33,238 shares; 2025Q3: 32,945 shares; 2025Q4: 32,508 shares; 2026Q1: 31,885 shares 31,885 $9.87M 0.16% -623 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: 32,355 shares; 2024Q4: 32,304 shares; 2025Q1: 32,352 shares; 2025Q2: 32,201 shares; 2025Q3: 32,129 shares; 2025Q4: 30,129 shares; 2026Q1: 30,029 shares 30,029 $9.87M 0.16% -100 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,793 shares; 2024Q4: 170,353 shares; 2025Q1: 158,854 shares; 2025Q2: 158,814 shares; 2025Q3: 158,814 shares; 2025Q4: 152,310 shares; 2026Q1: 145,222 shares 145,222 $9.81M 0.15% -7,088 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: 84,557 shares; 2024Q4: 83,586 shares; 2025Q1: 80,387 shares; 2025Q2: 80,397 shares; 2025Q3: 79,681 shares; 2025Q4: 79,320 shares; 2026Q1: 78,258 shares 78,258 $9.73M 0.15% -1,062 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,330 shares; 2024Q4: 38,332 shares; 2025Q1: 37,587 shares; 2025Q2: 36,449 shares; 2025Q3: 36,026 shares; 2025Q4: 39,079 shares; 2026Q1: 38,929 shares 38,929 $9.65M 0.15% -150 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,633 shares; 2025Q1: 15,839 shares; 2025Q2: 15,834 shares; 2025Q3: 15,684 shares; 2025Q4: 15,560 shares; 2026Q1: 15,390 shares 15,390 $9.49M 0.15% -170 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: 785,229 shares; 2024Q4: 777,664 shares; 2025Q1: 147,339 shares; 2025Q2: 122,699 shares; 2025Q3: 103,216 shares; 2025Q4: 97,909 shares; 2026Q1: 87,823 shares 87,823 $9.02M 0.14% -10,086 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: 76,681 shares; 2024Q4: 76,161 shares; 2025Q1: 74,006 shares; 2025Q2: 71,999 shares; 2025Q3: 69,022 shares; 2025Q4: 67,199 shares; 2026Q1: 61,731 shares 61,731 $8.92M 0.14% -5,468 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: 64,946 shares; 2024Q4: 64,461 shares; 2025Q1: 62,774 shares; 2025Q2: 61,712 shares; 2025Q3: 61,618 shares; 2025Q4: 61,329 shares; 2026Q1: 60,003 shares 60,003 $8.83M 0.14% -1,326 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,540 shares; 2024Q4: 36,540 shares; 2025Q1: 36,540 shares; 2025Q2: 36,540 shares; 2025Q3: 36,040 shares; 2025Q4: 35,840 shares; 2026Q1: 32,796 shares 32,796 $8.71M 0.14% -3,044 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: 218,193 shares; 2024Q4: 218,193 shares; 2025Q1: 217,193 shares; 2025Q2: 216,493 shares; 2025Q3: 216,493 shares; 2025Q4: 216,493 shares; 2026Q1: 219,962 shares 219,962 $8.32M 0.13% +3,469 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,359 shares; 2024Q4: 55,887 shares; 2025Q1: 55,769 shares; 2025Q2: 24,262 shares; 2025Q3: 23,992 shares; 2025Q4: 23,961 shares; 2026Q1: 23,441 shares 23,441 $8.01M 0.13% -520 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: 12 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 12 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $7.9M 0.12% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,073 shares; 2024Q4: 40,806 shares; 2025Q1: 39,269 shares; 2025Q2: 39,222 shares; 2025Q3: 34,752 shares; 2025Q4: 63,628 shares; 2026Q1: 58,824 shares 58,824 $7.82M 0.12% -4,804 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,746 shares; 2024Q4: 52,508 shares; 2025Q1: 49,564 shares; 2025Q2: 48,169 shares; 2025Q3: 46,844 shares; 2025Q4: 42,906 shares; 2026Q1: 39,972 shares 39,972 $7.76M 0.12% -2,934 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,053 shares; 2024Q4: 132,053 shares; 2025Q1: 132,053 shares; 2025Q2: 132,053 shares; 2025Q3: 132,053 shares; 2025Q4: 132,053 shares; 2026Q1: 132,053 shares 132,053 $7.54M 0.12% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,770 shares; 2024Q4: 34,547 shares; 2025Q1: 34,475 shares; 2025Q2: 32,995 shares; 2025Q3: 32,755 shares; 2025Q4: 32,250 shares; 2026Q1: 31,772 shares 31,772 $7.51M 0.12% -478 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: 64,773 shares; 2024Q4: 62,509 shares; 2025Q1: 61,980 shares; 2025Q2: 61,745 shares; 2025Q3: 61,473 shares; 2025Q4: 61,317 shares; 2026Q1: 55,806 shares 55,806 $7.05M 0.11% -5,511 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: 9,973 shares; 2024Q4: 10,167 shares; 2025Q1: 9,484 shares; 2025Q2: 9,724 shares; 2025Q3: 9,733 shares; 2025Q4: 8,956 shares; 2026Q1: 8,889 shares 8,889 $6.3M 0.1% -67 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,530 shares; 2024Q4: 144,671 shares; 2025Q1: 60,947 shares; 2025Q2: 59,447 shares; 2025Q3: 46,795 shares; 2025Q4: 46,725 shares; 2026Q1: 42,930 shares 42,930 $6.29M 0.1% -3,795 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: 19,923 shares; 2024Q4: 19,445 shares; 2025Q1: 18,738 shares; 2025Q2: 18,535 shares; 2025Q3: 17,962 shares; 2025Q4: 17,906 shares; 2026Q1: 17,801 shares 17,801 $6.26M 0.1% -105 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,022 shares; 2024Q4: 58,760 shares; 2025Q1: 55,010 shares; 2025Q2: 55,010 shares; 2025Q3: 55,010 shares; 2025Q4: 54,595 shares; 2026Q1: 54,595 shares 54,595 $6.18M 0.1% 0 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: 18,208 shares; 2024Q4: 18,244 shares; 2025Q1: 18,244 shares; 2025Q2: 18,244 shares; 2025Q3: 18,244 shares; 2025Q4: 18,703 shares; 2026Q1: 18,704 shares 18,704 $6M 0.09% +1 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: 26,833 shares; 2024Q4: 24,604 shares; 2025Q1: 24,591 shares; 2025Q2: 24,541 shares; 2025Q3: 24,013 shares; 2025Q4: 22,723 shares; 2026Q1: 22,721 shares 22,721 $5.95M 0.09% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,500 shares; 2024Q4: 17,046 shares; 2025Q1: 18,046 shares; 2025Q2: 15,358 shares; 2025Q3: 29,841 shares; 2025Q4: 122,252 shares; 2026Q1: 150,831 shares 150,831 $5.79M 0.09% +28,579 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: 27,050 shares; 2024Q4: 25,297 shares; 2025Q1: 21,931 shares; 2025Q2: 21,631 shares; 2025Q3: 21,458 shares; 2025Q4: 21,447 shares; 2026Q1: 21,442 shares 21,442 $5.58M 0.09% -5 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,135 shares; 2024Q4: 10,470 shares; 2025Q1: 11,037 shares; 2025Q2: 10,237 shares; 2025Q3: 10,159 shares; 2025Q4: 8,769 shares; 2026Q1: 9,603 shares 9,603 $5.54M 0.09% +834 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: 21,041 shares; 2024Q4: 21,328 shares; 2025Q1: 21,224 shares; 2025Q2: 21,179 shares; 2025Q3: 21,179 shares; 2025Q4: 20,811 shares; 2026Q1: 20,725 shares 20,725 $5.51M 0.09% -86 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,500 shares; 2024Q4: 41,500 shares; 2025Q1: 33,500 shares; 2025Q2: 28,330 shares; 2025Q3: 25,580 shares; 2025Q4: 25,580 shares; 2026Q1: 25,580 shares 25,580 $5.28M 0.08% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,626 shares; 2024Q4: 39,626 shares; 2025Q1: 37,626 shares; 2025Q2: 36,273 shares; 2025Q3: 36,268 shares; 2025Q4: 36,200 shares; 2026Q1: 36,175 shares 36,175 $5.17M 0.08% -25 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,853 shares; 2024Q4: 27,073 shares; 2025Q1: 21,875 shares; 2025Q2: 20,920 shares; 2025Q3: 20,602 shares; 2025Q4: 19,803 shares; 2026Q1: 19,664 shares 19,664 $4.77M 0.08% -139 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,020 shares; 2024Q4: 27,270 shares; 2025Q1: 26,057 shares; 2025Q2: 25,982 shares; 2025Q3: 25,396 shares; 2025Q4: 24,899 shares; 2026Q1: 24,703 shares 24,703 $4.61M 0.07% -196 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,186 shares; 2024Q4: 38,186 shares; 2025Q1: 35,361 shares; 2025Q2: 33,351 shares; 2025Q3: 33,351 shares; 2025Q4: 33,351 shares; 2026Q1: 31,051 shares 31,051 $4.54M 0.07% -2,300 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 10,450 shares; 2025Q3: 10,212 shares; 2025Q4: 10,202 shares; 2026Q1: 10,202 shares 10,202 $4.46M 0.07% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 14,731 shares; 2025Q1: 14,356 shares; 2025Q2: 14,147 shares; 2025Q3: 13,564 shares; 2025Q4: 13,564 shares; 2026Q1: 15,458 shares 15,458 $4.44M 0.07% +1,894 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: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,168 shares; 2025Q2: 5,101 shares; 2025Q3: 5,226 shares; 2025Q4: 5,197 shares; 2026Q1: 5,197 shares 5,197 $4.4M 0.07% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,802 shares; 2024Q4: 37,846 shares; 2025Q1: 36,625 shares; 2025Q2: 36,565 shares; 2025Q3: 36,665 shares; 2025Q4: 33,492 shares; 2026Q1: 33,942 shares 33,942 $4.22M 0.07% +450 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,147 shares; 2024Q4: 14,607 shares; 2025Q1: 14,607 shares; 2025Q2: 14,507 shares; 2025Q3: 14,162 shares; 2025Q4: 14,100 shares; 2026Q1: 14,100 shares 14,100 $4.21M 0.07% 0 Timeline SPTM 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: 6,111 shares; 2025Q2: 10,067 shares; 2025Q3: 14,128 shares; 2025Q4: 48,082 shares; 2026Q1: 52,608 shares 52,608 $4.16M 0.07% +4,526 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: 24,942 shares; 2024Q4: 24,943 shares; 2025Q1: 24,797 shares; 2025Q2: 24,741 shares; 2025Q3: 25,852 shares; 2025Q4: 25,927 shares; 2026Q1: 24,920 shares 24,920 $4.12M 0.06% -1,007 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: 25,028 shares; 2024Q4: 24,963 shares; 2025Q1: 24,250 shares; 2025Q2: 22,991 shares; 2025Q3: 22,069 shares; 2025Q4: 22,087 shares; 2026Q1: 21,722 shares 21,722 $4.12M 0.06% -365 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 39,734 shares; 2025Q4: 40,936 shares; 2026Q1: 41,343 shares 41,343 $4.1M 0.06% +407 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: 36,466 shares; 2024Q4: 36,466 shares; 2025Q1: 35,635 shares; 2025Q2: 30,920 shares; 2025Q3: 30,905 shares; 2025Q4: 30,701 shares; 2026Q1: 29,900 shares 29,900 $3.92M 0.06% -801 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: 13,688 shares; 2024Q4: 14,031 shares; 2025Q1: 13,827 shares; 2025Q2: 13,592 shares; 2025Q3: 14,141 shares; 2025Q4: 13,881 shares; 2026Q1: 12,652 shares 12,652 $3.83M 0.06% -1,229 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: 2,827 shares; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 42,405 shares; 2025Q3: 42,120 shares; 2025Q4: 41,120 shares; 2026Q1: 41,060 shares 41,060 $3.79M 0.06% -60 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: 19,436 shares; 2024Q4: 19,286 shares; 2025Q1: 18,055 shares; 2025Q2: 18,040 shares; 2025Q3: 17,393 shares; 2025Q4: 17,333 shares; 2026Q1: 16,353 shares 16,353 $3.7M 0.06% -980 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: 7,147 shares; 2024Q4: 7,226 shares; 2025Q1: 6,882 shares; 2025Q2: 6,519 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 6,299 shares 6,299 $3.6M 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,561 shares; 2024Q4: 73,036 shares; 2025Q1: 72,036 shares; 2025Q2: 72,661 shares; 2025Q3: 72,121 shares; 2025Q4: 73,196 shares; 2026Q1: 71,496 shares 71,496 $3.53M 0.06% -1,700 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 17,362 shares; 2025Q1: 16,837 shares; 2025Q2: 16,837 shares; 2025Q3: 16,665 shares; 2025Q4: 16,662 shares; 2026Q1: 16,662 shares 16,662 $3.52M 0.06% 0 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: 44,423 shares; 2024Q4: 43,165 shares; 2025Q1: 41,469 shares; 2025Q2: 37,720 shares; 2025Q3: 38,285 shares; 2025Q4: 37,560 shares; 2026Q1: 35,705 shares 35,705 $3.44M 0.05% -1,855 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: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,482 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 36,561 shares; 2026Q1: 35,711 shares 35,711 $3.43M 0.05% -850 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,567 shares; 2024Q4: 24,983 shares; 2025Q1: 24,836 shares; 2025Q2: 24,810 shares; 2025Q3: 24,197 shares; 2025Q4: 24,587 shares; 2026Q1: 24,084 shares 24,084 $3.15M 0.05% -503 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,204 shares; 2024Q4: 36,995 shares; 2025Q1: 36,826 shares; 2025Q2: 37,075 shares; 2025Q3: 38,475 shares; 2025Q4: 38,475 shares; 2026Q1: 38,475 shares 38,475 $3.06M 0.05% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 10,914 shares; 2025Q1: 10,914 shares; 2025Q2: 10,164 shares; 2025Q3: 10,547 shares; 2025Q4: 10,547 shares; 2026Q1: 10,447 shares 10,447 $3.05M 0.05% -100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,869 shares; 2025Q1: 2,899 shares; 2025Q2: 3,567 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,474 shares 3,474 $3.03M 0.05% +28 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,782 shares; 2024Q4: 44,947 shares; 2025Q1: 39,985 shares; 2025Q2: 33,948 shares; 2025Q3: 33,790 shares; 2025Q4: 33,666 shares; 2026Q1: 31,861 shares 31,861 $2.97M 0.05% -1,805 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,225 shares; 2024Q4: 32,197 shares; 2025Q1: 32,197 shares; 2025Q2: 32,195 shares; 2025Q3: 30,614 shares; 2025Q4: 30,489 shares; 2026Q1: 30,160 shares 30,160 $2.93M 0.05% -329 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: 10,430 shares; 2024Q4: 10,436 shares; 2025Q1: 10,641 shares; 2025Q2: 10,633 shares; 2025Q3: 10,490 shares; 2025Q4: 10,310 shares; 2026Q1: 10,272 shares 10,272 $2.91M 0.05% -38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,174 shares; 2024Q4: 39,174 shares; 2025Q1: 37,481 shares; 2025Q2: 26,606 shares; 2025Q3: 26,556 shares; 2025Q4: 26,556 shares; 2026Q1: 26,256 shares 26,256 $2.88M 0.05% -300 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: 173,383 shares; 2024Q4: 143,736 shares; 2025Q1: 134,003 shares; 2025Q2: 119,102 shares; 2025Q3: 102,699 shares; 2025Q4: 107,037 shares; 2026Q1: 101,720 shares 101,720 $2.86M 0.04% -5,317 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: 5,955 shares; 2024Q4: 5,951 shares; 2025Q1: 5,944 shares; 2025Q2: 5,444 shares; 2025Q3: 5,024 shares; 2025Q4: 4,974 shares; 2026Q1: 4,974 shares 4,974 $2.79M 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,375 shares; 2025Q1: 4,372 shares; 2025Q2: 4,658 shares; 2025Q3: 4,595 shares; 2025Q4: 4,558 shares; 2026Q1: 4,558 shares 4,558 $2.75M 0.04% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,459 shares; 2025Q1: 2,421 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,190 shares; 2026Q1: 2,175 shares 2,175 $2.74M 0.04% -15 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,811 shares; 2024Q4: 17,601 shares; 2025Q1: 17,481 shares; 2025Q2: 17,481 shares; 2025Q3: 17,481 shares; 2025Q4: 17,312 shares; 2026Q1: 17,135 shares 17,135 $2.69M 0.04% -177 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,771 shares; 2024Q4: 46,771 shares; 2025Q1: 46,771 shares; 2025Q2: 46,771 shares; 2025Q3: 46,771 shares; 2025Q4: 46,534 shares; 2026Q1: 45,781 shares 45,781 $2.63M 0.04% -753 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: 10,243 shares; 2024Q4: 12,387 shares; 2025Q1: 12,387 shares; 2025Q2: 12,387 shares; 2025Q3: 12,293 shares; 2025Q4: 12,277 shares; 2026Q1: 12,177 shares 12,177 $2.62M 0.04% -100 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,442 shares; 2024Q4: 26,442 shares; 2025Q1: 26,454 shares; 2025Q2: 26,160 shares; 2025Q3: 25,985 shares; 2025Q4: 25,985 shares; 2026Q1: 25,985 shares 25,985 $2.5M 0.04% 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: 12,082 shares; 2024Q4: 11,752 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,100 shares; 2025Q4: 24,996 shares; 2026Q1: 21,915 shares 21,915 $2.39M 0.04% -3,081 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: 22,310 shares; 2024Q4: 22,299 shares; 2025Q1: 21,804 shares; 2025Q2: 18,273 shares; 2025Q3: 18,273 shares; 2025Q4: 17,677 shares; 2026Q1: 18,298 shares 18,298 $2.36M 0.04% +621 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,753 shares; 2025Q1: 2,578 shares; 2025Q2: 3,013 shares; 2025Q3: 2,946 shares; 2025Q4: 2,941 shares; 2026Q1: 2,604 shares 2,604 $2.33M 0.04% -337 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,032 shares; 2024Q4: 17,132 shares; 2025Q1: 16,582 shares; 2025Q2: 16,502 shares; 2025Q3: 16,527 shares; 2025Q4: 14,192 shares; 2026Q1: 14,292 shares 14,292 $2.31M 0.04% +100 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: 87,918 shares; 2024Q4: 86,838 shares; 2025Q1: 73,709 shares; 2025Q2: 49,024 shares; 2025Q3: 51,314 shares; 2025Q4: 50,459 shares; 2026Q1: 47,264 shares 47,264 $2.3M 0.04% -3,195 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: 42,550 shares; 2024Q4: 38,550 shares; 2025Q1: 38,300 shares; 2025Q2: 38,150 shares; 2025Q3: 33,450 shares; 2025Q4: 31,950 shares; 2026Q1: 22,825 shares 22,825 $2.27M 0.04% -9,125 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,861 shares; 2024Q4: 26,451 shares; 2025Q1: 25,521 shares; 2025Q2: 27,079 shares; 2025Q3: 25,794 shares; 2025Q4: 25,784 shares; 2026Q1: 25,723 shares 25,723 $2.23M 0.04% -61 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 12,287 shares; 2025Q1: 12,233 shares; 2025Q2: 11,983 shares; 2025Q3: 11,514 shares; 2025Q4: 10,616 shares; 2026Q1: 10,398 shares 10,398 $2.22M 0.03% -218 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $2.22M 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,624 shares; 2024Q4: 12,624 shares; 2025Q1: 12,624 shares; 2025Q2: 13,116 shares; 2025Q3: 12,034 shares; 2025Q4: 12,034 shares; 2026Q1: 11,988 shares 11,988 $2.18M 0.03% -46 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: 11,043 shares; 2024Q4: 9,648 shares; 2025Q1: 9,708 shares; 2025Q2: 9,842 shares; 2025Q3: 11,742 shares; 2025Q4: 11,542 shares; 2026Q1: 10,955 shares 10,955 $2.18M 0.03% -587 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,305 shares; 2024Q4: 25,098 shares; 2025Q1: 22,848 shares; 2025Q2: 22,741 shares; 2025Q3: 22,596 shares; 2025Q4: 19,510 shares; 2026Q1: 19,510 shares 19,510 $2.16M 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,488 shares; 2024Q4: 14,488 shares; 2025Q1: 14,488 shares; 2025Q2: 14,488 shares; 2025Q3: 14,488 shares; 2025Q4: 14,487 shares; 2026Q1: 14,163 shares 14,163 $2.14M 0.03% -324 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 17,248 shares; 2025Q1: 17,248 shares; 2025Q2: 17,248 shares; 2025Q3: 17,322 shares; 2025Q4: 15,977 shares; 2026Q1: 15,748 shares 15,748 $2.14M 0.03% -229 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: 28,348 shares; 2024Q4: 28,248 shares; 2025Q1: 26,913 shares; 2025Q2: 25,723 shares; 2025Q3: 26,147 shares; 2025Q4: 26,134 shares; 2026Q1: 24,133 shares 24,133 $2.06M 0.03% -2,001 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: 36,138 shares; 2024Q4: 34,203 shares; 2025Q1: 33,750 shares; 2025Q2: 26,098 shares; 2025Q3: 25,226 shares; 2025Q4: 24,566 shares; 2026Q1: 22,941 shares 22,941 $2.06M 0.03% -1,625 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,434 shares; 2024Q4: 13,709 shares; 2025Q1: 13,709 shares; 2025Q2: 14,183 shares; 2025Q3: 14,436 shares; 2025Q4: 33,615 shares; 2026Q1: 33,398 shares 33,398 $2.05M 0.03% -217 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,052 shares; 2024Q4: 13,939 shares; 2025Q1: 13,439 shares; 2025Q2: 13,439 shares; 2025Q3: 13,439 shares; 2025Q4: 13,269 shares; 2026Q1: 12,869 shares 12,869 $2M 0.03% -400 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,398 shares; 2024Q4: 85,579 shares; 2025Q1: 63,278 shares; 2025Q2: 45,416 shares; 2025Q3: 44,944 shares; 2025Q4: 42,399 shares; 2026Q1: 37,771 shares 37,771 $2M 0.03% -4,628 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 11,737 shares; 2025Q1: 11,732 shares; 2025Q2: 12,399 shares; 2025Q3: 12,399 shares; 2025Q4: 12,549 shares; 2026Q1: 14,334 shares 14,334 $1.98M 0.03% +1,785 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: 30,056 shares; 2024Q4: 30,079 shares; 2025Q1: 21,845 shares; 2025Q2: 21,765 shares; 2025Q3: 20,383 shares; 2025Q4: 19,611 shares; 2026Q1: 21,296 shares 21,296 $1.93M 0.03% +1,685 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,115 shares; 2024Q4: 14,055 shares; 2025Q1: 13,485 shares; 2025Q2: 11,909 shares; 2025Q3: 11,912 shares; 2025Q4: 17,615 shares; 2026Q1: 15,311 shares 15,311 $1.86M 0.03% -2,304 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 6,020 shares; 2025Q1: 6,000 shares; 2025Q2: 5,970 shares; 2025Q3: 5,920 shares; 2025Q4: 5,870 shares; 2026Q1: 5,805 shares 5,805 $1.85M 0.03% -65 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares; 2025Q4: 5,725 shares; 2026Q1: 5,574 shares 5,574 $1.82M 0.03% -151 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,090 shares; 2025Q1: 53,090 shares; 2025Q2: 53,090 shares; 2025Q3: 53,110 shares; 2025Q4: 53,090 shares; 2026Q1: 53,090 shares 53,090 $1.78M 0.03% 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: 13,770 shares; 2024Q4: 13,770 shares; 2025Q1: 13,295 shares; 2025Q2: 13,245 shares; 2025Q3: 12,620 shares; 2025Q4: 12,195 shares; 2026Q1: 12,188 shares 12,188 $1.77M 0.03% -7 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 13,512 shares; 2025Q2: 13,512 shares; 2025Q3: 13,512 shares; 2025Q4: 13,512 shares; 2026Q1: 13,358 shares 13,358 $1.76M 0.03% -154 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,624 shares; 2024Q4: 35,624 shares; 2025Q1: 35,624 shares; 2025Q2: 35,624 shares; 2025Q3: 35,624 shares; 2025Q4: 35,624 shares; 2026Q1: 35,624 shares 35,624 $1.76M 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,472 shares; 2024Q4: 27,468 shares; 2025Q1: 27,064 shares; 2025Q2: 27,113 shares; 2025Q3: 25,441 shares; 2025Q4: 25,441 shares; 2026Q1: 21,531 shares 21,531 $1.66M 0.03% -3,910 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: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,297 shares; 2025Q3: 5,189 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $1.65M 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,532 shares; 2025Q1: 8,132 shares; 2025Q2: 8,132 shares; 2025Q3: 8,132 shares; 2025Q4: 8,132 shares; 2026Q1: 7,880 shares 7,880 $1.64M 0.03% -252 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,793 shares; 2024Q4: 22,896 shares; 2025Q1: 22,896 shares; 2025Q2: 22,338 shares; 2025Q3: 21,488 shares; 2025Q4: 21,488 shares; 2026Q1: 23,238 shares 23,238 $1.62M 0.03% +1,750 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,191 shares; 2024Q4: 41,446 shares; 2025Q1: 41,446 shares; 2025Q2: 41,446 shares; 2025Q3: 40,346 shares; 2025Q4: 35,330 shares; 2026Q1: 29,830 shares 29,830 $1.61M 0.03% -5,500 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares; 2026Q1: 6,990 shares 6,990 $1.61M 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 5,140 shares; 2025Q1: 4,807 shares; 2025Q2: 4,813 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares; 2026Q1: 4,563 shares 4,563 $1.57M 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,192 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,142 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $1.57M 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,760 shares; 2024Q4: 21,760 shares; 2025Q1: 21,760 shares; 2025Q2: 21,760 shares; 2025Q3: 21,760 shares; 2025Q4: 21,760 shares; 2026Q1: 21,760 shares 21,760 $1.55M 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,354 shares; 2024Q4: 175,371 shares; 2025Q1: 174,460 shares; 2025Q2: 173,403 shares; 2025Q3: 169,728 shares; 2025Q4: 169,676 shares; 2026Q1: 16,493 shares 16,493 $1.55M 0.02% -153,183 Timeline XLB 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: 21,153 shares; 2024Q4: 21,103 shares; 2025Q1: 21,103 shares; 2025Q2: 19,653 shares; 2025Q3: 19,713 shares; 2025Q4: 34,626 shares; 2026Q1: 30,333 shares 30,333 $1.52M 0.02% -4,293 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,866 shares; 2024Q4: 23,866 shares; 2025Q1: 22,771 shares; 2025Q2: 22,771 shares; 2025Q3: 22,771 shares; 2025Q4: 22,771 shares; 2026Q1: 18,247 shares 18,247 $1.5M 0.02% -4,524 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 14,950 shares; 2025Q1: 14,950 shares; 2025Q2: 9,875 shares; 2025Q3: 13,600 shares; 2025Q4: 10,975 shares; 2026Q1: 10,713 shares 10,713 $1.49M 0.02% -262 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,923 shares; 2024Q4: 6,123 shares; 2025Q1: 6,123 shares; 2025Q2: 6,123 shares; 2025Q3: 6,243 shares; 2025Q4: 3,618 shares; 2026Q1: 5,863 shares 5,863 $1.49M 0.02% +2,245 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,335 shares; 2024Q4: 53,335 shares; 2025Q1: 52,985 shares; 2025Q2: 52,883 shares; 2025Q3: 53,790 shares; 2025Q4: 49,043 shares; 2026Q1: 26,396 shares 26,396 $1.49M 0.02% -22,647 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,494 shares 63,494 $1.49M 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 13,339 shares; 2025Q1: 13,094 shares; 2025Q2: 16,322 shares; 2025Q3: 14,764 shares; 2025Q4: 14,537 shares; 2026Q1: 10,767 shares 10,767 $1.46M 0.02% -3,770 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: 85,591 shares; 2024Q4: 80,710 shares; 2025Q1: 69,010 shares; 2025Q2: 47,150 shares; 2025Q3: 36,109 shares; 2025Q4: 36,109 shares; 2026Q1: 32,918 shares 32,918 $1.45M 0.02% -3,191 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,020 shares; 2024Q4: 35,020 shares; 2025Q1: 35,020 shares; 2025Q2: 35,020 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares; 2026Q1: 31,160 shares 31,160 $1.43M 0.02% 0 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $1.41M 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,249 shares; 2024Q4: 8,096 shares; 2025Q1: 8,095 shares; 2025Q2: 8,095 shares; 2025Q3: 8,089 shares; 2025Q4: 8,044 shares; 2026Q1: 8,044 shares 8,044 $1.4M 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,440 shares; 2025Q2: 1,413 shares; 2025Q3: 1,386 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares 1,418 $1.39M 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,762 shares; 2025Q1: 12,910 shares; 2025Q2: 12,517 shares; 2025Q3: 12,631 shares; 2025Q4: 11,438 shares; 2026Q1: 11,675 shares 11,675 $1.38M 0.02% +237 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,333 shares; 2025Q1: 7,333 shares; 2025Q2: 7,333 shares; 2025Q3: 6,989 shares; 2025Q4: 6,989 shares; 2026Q1: 6,574 shares 6,574 $1.37M 0.02% -415 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 4,865 shares; 2025Q3: 4,865 shares; 2025Q4: 4,865 shares; 2026Q1: 4,862 shares 4,862 $1.36M 0.02% -3 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: 13,461 shares; 2024Q4: 13,620 shares; 2025Q1: 13,154 shares; 2025Q2: 12,126 shares; 2025Q3: 11,876 shares; 2025Q4: 11,828 shares; 2026Q1: 10,253 shares 10,253 $1.35M 0.02% -1,575 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,117 shares; 2024Q4: 524,066 shares; 2025Q1: 509,811 shares; 2025Q2: 501,474 shares; 2025Q3: 501,141 shares; 2025Q4: 457,544 shares; 2026Q1: 11,151 shares 11,151 $1.35M 0.02% -446,393 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: 8,569 shares; 2024Q4: 8,569 shares; 2025Q1: 8,493 shares; 2025Q2: 7,837 shares; 2025Q3: 7,204 shares; 2025Q4: 7,074 shares; 2026Q1: 6,849 shares 6,849 $1.35M 0.02% -225 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: 29,875 shares; 2024Q4: 29,208 shares; 2025Q1: 21,655 shares; 2025Q2: 21,171 shares; 2025Q3: 21,174 shares; 2025Q4: 22,296 shares; 2026Q1: 21,571 shares 21,571 $1.31M 0.02% -725 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,958 shares; 2024Q4: 36,958 shares; 2025Q1: 37,058 shares; 2025Q2: 37,058 shares; 2025Q3: 42,058 shares; 2025Q4: 32,058 shares; 2026Q1: 19,179 shares 19,179 $1.31M 0.02% -12,879 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,877 shares; 2024Q4: 14,377 shares; 2025Q1: 12,377 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 10,360 shares; 2026Q1: 10,360 shares 10,360 $1.31M 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304 shares; 2024Q4: 6,304 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,304 shares; 2026Q1: 6,304 shares 6,304 $1.28M 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 8,922 shares; 2025Q1: 7,874 shares; 2025Q2: 7,174 shares; 2025Q3: 6,997 shares; 2025Q4: 6,697 shares; 2026Q1: 6,277 shares 6,277 $1.28M 0.02% -420 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: 3,780 shares; 2024Q4: 3,604 shares; 2025Q1: 3,279 shares; 2025Q2: 3,283 shares; 2025Q3: 3,283 shares; 2025Q4: 3,130 shares; 2026Q1: 2,955 shares 2,955 $1.26M 0.02% -175 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 17,782 shares; 2025Q1: 17,782 shares; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares; 2026Q1: 17,782 shares 17,782 $1.24M 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,828 shares; 2024Q4: 24,828 shares; 2025Q1: 24,579 shares; 2025Q2: 24,089 shares; 2025Q3: 23,819 shares; 2025Q4: 23,804 shares; 2026Q1: 22,814 shares 22,814 $1.24M 0.02% -990 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,652 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,684 shares; 2025Q4: 3,834 shares; 2026Q1: 3,655 shares 3,655 $1.23M 0.02% -179 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,237 shares; 2024Q4: 62,117 shares; 2025Q1: 37,226 shares; 2025Q2: 22,305 shares; 2025Q3: 16,120 shares; 2025Q4: 14,950 shares; 2026Q1: 12,360 shares 12,360 $1.22M 0.02% -2,590 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: 26,785 shares; 2024Q4: 26,638 shares; 2025Q1: 24,984 shares; 2025Q2: 24,984 shares; 2025Q3: 24,984 shares; 2025Q4: 23,416 shares; 2026Q1: 23,293 shares 23,293 $1.21M 0.02% -123 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: 32,321 shares; 2024Q4: 31,427 shares; 2025Q1: 30,566 shares; 2025Q2: 30,090 shares; 2025Q3: 26,412 shares; 2025Q4: 23,243 shares; 2026Q1: 20,319 shares 20,319 $1.17M 0.02% -2,924 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,814 shares; 2025Q1: 3,298 shares; 2025Q2: 3,247 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,153 shares 3,153 $1.13M 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,476 shares; 2025Q1: 12,251 shares; 2025Q2: 8,786 shares; 2025Q3: 8,786 shares; 2025Q4: 8,786 shares; 2026Q1: 8,786 shares 8,786 $1.12M 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 776 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares 2,328 $1.1M 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,263 shares; 2024Q4: 5,187 shares; 2025Q1: 3,262 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,252 shares; 2026Q1: 3,215 shares 3,215 $1.1M 0.02% -37 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: 3,834 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 7,008 shares 7,008 $1.1M 0.02% +4,466 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 37,120 shares; 2025Q1: 37,120 shares; 2025Q2: 37,120 shares; 2025Q3: 37,120 shares; 2025Q4: 37,120 shares; 2026Q1: 37,120 shares 37,120 $1.08M 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,264 shares; 2025Q1: 5,154 shares; 2025Q2: 5,154 shares; 2025Q3: 5,154 shares; 2025Q4: 4,994 shares; 2026Q1: 4,994 shares 4,994 $1.07M 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,238 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares 1,826 $1.03M 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,081 shares; 2024Q4: 19,987 shares; 2025Q1: 19,661 shares; 2025Q2: 19,661 shares; 2025Q3: 18,659 shares; 2025Q4: 18,056 shares; 2026Q1: 17,964 shares 17,964 $1.02M 0.02% -92 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,001 shares; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 5,755 shares; 2025Q3: 6,217 shares; 2025Q4: 6,229 shares; 2026Q1: 6,194 shares 6,194 $1.02M 0.02% -35 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,369 shares; 2024Q4: 29,462 shares; 2025Q1: 29,462 shares; 2025Q2: 26,832 shares; 2025Q3: 26,332 shares; 2025Q4: 39,497 shares; 2026Q1: 24,747 shares 24,747 $1M 0.02% -14,750 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 742 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 680 shares 680 $1M 0.02% -30 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,302 shares; 2025Q1: 1,373 shares; 2025Q2: 1,351 shares; 2025Q3: 1,191 shares; 2025Q4: 1,179 shares; 2026Q1: 1,254 shares 1,254 $969K 0.02% +75 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,975 shares; 2024Q4: 8,975 shares; 2025Q1: 8,975 shares; 2025Q2: 8,975 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $960K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,893 shares; 2024Q4: 27,893 shares; 2025Q1: 26,177 shares; 2025Q2: 26,177 shares; 2025Q3: 25,270 shares; 2025Q4: 23,485 shares; 2026Q1: 18,953 shares 18,953 $951K 0.01% -4,532 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 1,823 shares; 2025Q1: 2,101 shares; 2025Q2: 2,128 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,098 shares 2,098 $937K 0.01% -8 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: 42,667 shares; 2024Q4: 41,899 shares; 2025Q1: 35,633 shares; 2025Q2: 35,949 shares; 2025Q3: 37,103 shares; 2025Q4: 34,752 shares; 2026Q1: 32,018 shares 32,018 $919K 0.01% -2,734 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 8,040 shares; 2025Q1: 8,041 shares; 2025Q2: 8,020 shares; 2025Q3: 8,120 shares; 2025Q4: 8,261 shares; 2026Q1: 8,111 shares 8,111 $918K 0.01% -150 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,155 shares; 2026Q1: 17,003 shares 17,003 $899K 0.01% -19,152 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,146 shares; 2026Q1: 7,758 shares 7,758 $895K 0.01% -1,388 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,438 shares; 2024Q4: 45,438 shares; 2025Q1: 45,438 shares; 2025Q2: 45,438 shares; 2025Q3: 45,438 shares; 2025Q4: 45,438 shares; 2026Q1: 45,438 shares 45,438 $895K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,307 shares; 2025Q1: 7,203 shares; 2025Q2: 7,203 shares; 2025Q3: 7,203 shares; 2025Q4: 7,203 shares; 2026Q1: 7,203 shares 7,203 $884K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,861 shares; 2025Q1: 1,779 shares; 2025Q2: 1,797 shares; 2025Q3: 1,777 shares; 2025Q4: 1,777 shares; 2026Q1: 1,753 shares 1,753 $869K 0.01% -24 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: 12,555 shares; 2024Q4: 12,444 shares; 2025Q1: 12,416 shares; 2025Q2: 10,768 shares; 2025Q3: 9,743 shares; 2025Q4: 8,902 shares; 2026Q1: 8,902 shares 8,902 $859K 0.01% 0 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: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $855K 0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $849K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,696 shares; 2025Q1: 3,696 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares; 2026Q1: 3,696 shares 3,696 $817K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,250 shares; 2024Q4: 40,250 shares; 2025Q1: 49,250 shares; 2025Q2: 49,838 shares; 2025Q3: 56,976 shares; 2025Q4: 56,976 shares; 2026Q1: 62,814 shares 62,814 $795K 0.01% +5,838 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $793K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,335 shares; 2025Q1: 9,345 shares; 2025Q2: 9,335 shares; 2025Q3: 8,335 shares; 2025Q4: 8,291 shares; 2026Q1: 8,097 shares 8,097 $781K 0.01% -194 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: 9,078 shares; 2024Q4: 9,078 shares; 2025Q1: 9,058 shares; 2025Q2: 9,008 shares; 2025Q3: 9,033 shares; 2025Q4: 8,691 shares; 2026Q1: 8,464 shares 8,464 $780K 0.01% -227 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $767K 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $766K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,887 shares; 2025Q1: 4,786 shares; 2025Q2: 4,746 shares; 2025Q3: 3,684 shares; 2025Q4: 3,684 shares; 2026Q1: 3,464 shares 3,464 $750K 0.01% -220 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,904 shares; 2024Q4: 19,904 shares; 2025Q1: 19,658 shares; 2025Q2: 19,658 shares; 2025Q3: 15,473 shares; 2025Q4: 15,473 shares; 2026Q1: 15,473 shares 15,473 $735K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,776 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 8,922 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares 3,510 $734K 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: 11,954 shares; 2024Q4: 11,956 shares; 2025Q1: 12,866 shares; 2025Q2: 12,787 shares; 2025Q3: 13,198 shares; 2025Q4: 13,255 shares; 2026Q1: 11,078 shares 11,078 $731K 0.01% -2,177 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares; 2026Q1: 2,000 shares 2,000 $716K 0.01% -316 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 1,603 shares 1,603 $693K 0.01% +687 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,241 shares; 2025Q3: 9,301 shares; 2025Q4: 9,311 shares; 2026Q1: 9,451 shares 9,451 $692K 0.01% +140 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,828 shares 2,828 $691K 0.01% -37 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: 1,679 shares; 2024Q4: 1,680 shares; 2025Q1: 1,525 shares; 2025Q2: 1,524 shares; 2025Q3: 1,526 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524 $661K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,540 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,489 shares 1,489 $650K 0.01% -15 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 5,877 shares; 2025Q1: 5,877 shares; 2025Q2: 5,877 shares; 2025Q3: 5,802 shares; 2025Q4: 5,802 shares; 2026Q1: 5,775 shares 5,775 $643K 0.01% -27 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,892 shares; 2025Q1: 1,677 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares 2,160 $638K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 5,313 shares; 2025Q4: 5,313 shares; 2026Q1: 5,313 shares 5,313 $630K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,181 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $628K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,749 shares; 2025Q1: 4,449 shares; 2025Q2: 4,449 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 3,300 shares 3,300 $626K 0.01% -1,100 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,523 shares; 2026Q1: 4,523 shares 4,523 $621K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 9,495 shares; 2025Q3: 9,495 shares; 2025Q4: 9,495 shares; 2026Q1: 9,495 shares 9,495 $610K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $608K 0.01% 0 Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES 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: 139,470 shares; 2026Q1: 139,470 shares 139,470 $605K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,150 shares; 2025Q3: 18,150 shares; 2025Q4: 22,150 shares; 2026Q1: 24,650 shares 24,650 $584K 0.01% +2,500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,233 shares; 2024Q4: 15,233 shares; 2025Q1: 15,233 shares; 2025Q2: 14,540 shares; 2025Q3: 14,540 shares; 2025Q4: 14,498 shares; 2026Q1: 14,222 shares 14,222 $584K 0.01% -276 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,264 shares; 2025Q4: 4,220 shares; 2026Q1: 4,220 shares 4,220 $574K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,538 shares; 2024Q4: 11,538 shares; 2025Q1: 10,662 shares; 2025Q2: 2,508 shares; 2025Q3: 2,760 shares; 2025Q4: 2,742 shares; 2026Q1: 2,728 shares 2,728 $573K 0.01% -14 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $564K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 1,363 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563 $561K 0.01% 0 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: 2,335 shares; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares 2,221 $555K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,100 shares; 2025Q2: 39,800 shares; 2025Q3: 39,800 shares; 2025Q4: 39,800 shares; 2026Q1: 49,800 shares 49,800 $551K 0.01% +10,000 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: 1,316 shares 1,316 $548K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,792 shares; 2025Q1: 2,847 shares; 2025Q2: 3,287 shares; 2025Q3: 3,102 shares; 2025Q4: 3,053 shares; 2026Q1: 3,038 shares 3,038 $547K 0.01% -15 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares 802 $547K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,534 shares; 2025Q1: 2,128 shares; 2025Q2: 1,773 shares; 2025Q3: 1,755 shares; 2025Q4: 1,725 shares; 2026Q1: 1,525 shares 1,525 $547K 0.01% -200 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares 928 $546K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 2,800 shares; 2025Q3: 2,583 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares 2,773 $544K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 538 shares; 2025Q2: 893 shares; 2025Q3: 788 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $541K 0.01% 0 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: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,196 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 5,855 shares; 2026Q1: 5,030 shares 5,030 $526K 0.01% -825 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 969 shares 969 $522K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE 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: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $519K 0.01% 0 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: 681 shares; 2024Q4: 731 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 581 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473 $516K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $513K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 8,492 shares; 2025Q1: 8,492 shares; 2025Q2: 8,492 shares; 2025Q3: 5,692 shares; 2025Q4: 2,492 shares; 2026Q1: 3,992 shares 3,992 $510K 0.01% +1,500 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 3,888 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,046 shares; 2026Q1: 3,139 shares 3,139 $503K 0.01% +93 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 9,791 shares; 2025Q1: 9,591 shares; 2025Q2: 9,091 shares; 2025Q3: 8,251 shares; 2025Q4: 8,251 shares; 2026Q1: 8,178 shares 8,178 $502K 0.01% -73 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,663 shares; 2025Q1: 4,378 shares; 2025Q2: 4,378 shares; 2025Q3: 4,426 shares; 2025Q4: 4,426 shares; 2026Q1: 4,376 shares 4,376 $496K 0.01% -50 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 16,663 shares; 2025Q1: 11,963 shares; 2025Q2: 13,108 shares; 2025Q3: 13,753 shares; 2025Q4: 11,963 shares; 2026Q1: 11,963 shares 11,963 $494K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,603 shares; 2024Q4: 12,603 shares; 2025Q1: 12,613 shares; 2025Q2: 12,488 shares; 2025Q3: 11,968 shares; 2025Q4: 11,878 shares; 2026Q1: 10,723 shares 10,723 $493K 0.01% -1,155 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,691 shares; 2025Q1: 6,991 shares; 2025Q2: 6,991 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares; 2026Q1: 6,991 shares 6,991 $484K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 10,988 shares; 2025Q1: 4,563 shares; 2025Q2: 4,563 shares; 2025Q3: 5,009 shares; 2025Q4: 5,232 shares; 2026Q1: 5,232 shares 5,232 $480K 0.01% 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: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 2,146 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,667 shares 1,667 $478K 0.01% -229 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,049 shares; 2025Q1: 1,057 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,045 shares; 2026Q1: 1,029 shares 1,029 $474K 0.01% -16 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: 7,826 shares; 2024Q4: 7,826 shares; 2025Q1: 7,544 shares; 2025Q2: 5,344 shares; 2025Q3: 5,433 shares; 2025Q4: 5,344 shares; 2026Q1: 5,344 shares 5,344 $474K 0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,390 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares; 2025Q4: 6,390 shares; 2026Q1: 6,390 shares 6,390 $464K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 14,066 shares; 2025Q1: 14,111 shares; 2025Q2: 11,803 shares; 2025Q3: 11,558 shares; 2025Q4: 11,558 shares; 2026Q1: 8,908 shares 8,908 $458K 0.01% -2,650 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 4,770 shares; 2025Q1: 4,520 shares; 2025Q2: 3,545 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares 3,545 $449K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,499 shares; 2025Q1: 3,499 shares; 2025Q2: 3,499 shares; 2025Q3: 3,499 shares; 2025Q4: 3,499 shares; 2026Q1: 3,499 shares 3,499 $448K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,300 shares; 2025Q1: 5,325 shares; 2025Q2: 6,875 shares; 2025Q3: 6,794 shares; 2025Q4: 6,719 shares; 2026Q1: 6,974 shares 6,974 $448K 0.01% +255 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,334 shares; 2025Q1: 9,334 shares; 2025Q2: 14,334 shares; 2025Q3: 14,334 shares; 2025Q4: 12,834 shares; 2026Q1: 7,834 shares 7,834 $444K 0.01% -5,000 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $439K 0.01% 0 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: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 9,532 shares; 2025Q2: 9,082 shares; 2025Q3: 9,082 shares; 2025Q4: 8,702 shares; 2026Q1: 8,702 shares 8,702 $439K 0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,225 shares; 2026Q1: 2,225 shares 2,225 $434K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,306 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 13,277 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares 3,304 $433K 0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,946 shares; 2025Q1: 7,946 shares; 2025Q2: 6,118 shares; 2025Q3: 5,544 shares; 2025Q4: 6,224 shares; 2026Q1: 6,222 shares 6,222 $432K 0.01% -2 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: 10,963 shares; 2024Q4: 7,963 shares; 2025Q1: 7,563 shares; 2025Q2: 1,911 shares; 2025Q3: 3,895 shares; 2025Q4: 2,366 shares; 2026Q1: 2,362 shares 2,362 $431K 0.01% -4 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: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,659 shares; 2025Q2: 1,539 shares; 2025Q3: 1,512 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares 1,482 $431K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,271 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $429K 0.01% 0 Timeline IMXI INTERNATIONAL MONEY EXPRESS More: the full row for INTERNATIONAL MONEY EXPRESS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,279 shares; 2024Q4: 33,158 shares; 2025Q1: 33,158 shares; 2025Q2: 33,158 shares; 2025Q3: 33,158 shares; 2025Q4: 26,508 shares; 2026Q1: 26,508 shares 26,508 $419K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,653 shares; 2025Q1: 3,600 shares; 2025Q2: 3,670 shares; 2025Q3: 3,670 shares; 2025Q4: 3,670 shares; 2026Q1: 3,670 shares 3,670 $403K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,871 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,846 shares; 2026Q1: 1,836 shares 1,836 $402K 0.01% -10 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 5,190 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares 1,915 $397K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares 1,827 $397K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,182 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 10,182 shares; 2026Q1: 10,182 shares 10,182 $396K 0.01% 0 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $389K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares; 2026Q1: 2,112 shares 2,112 $387K 0.01% -30 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,207 shares; 2025Q2: 2,207 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares 1,655 $382K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,755 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares 1,755 $361K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,628 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 2,428 shares; 2026Q1: 2,428 shares 2,428 $352K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares 1,786 $350K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,170 shares; 2025Q2: 2,348 shares; 2025Q3: 1,367 shares; 2025Q4: 1,266 shares; 2026Q1: 1,301 shares 1,301 $347K 0.01% +35 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $346K 0.01% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 7,000 shares; 2026Q1: 4,800 shares 4,800 $344K 0.01% -2,200 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 15,750 shares; 2026Q1: 20,750 shares 20,750 $343K 0.01% +5,000 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,785 shares; 2026Q1: 6,785 shares 6,785 $339K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,331 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares 2,981 $332K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $330K 0.01% 0 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: 3,981 shares; 2024Q4: 3,981 shares; 2025Q1: 3,981 shares; 2025Q2: 2,223 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares; 2026Q1: 2,223 shares 2,223 $329K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,926 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares; 2026Q1: 2,924 shares 2,924 $329K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,360 shares; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $327K 0.01% 0 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: 689 shares; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 587 shares 587 $322K 0.01% -100 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,163 shares; 2025Q3: 2,147 shares; 2025Q4: 2,146 shares; 2026Q1: 1,174 shares 1,174 $318K 0.01% -972 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,099 shares; 2025Q2: 1,079 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,118 shares 1,118 $312K <0.01% +57 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,885 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares 2,765 $303K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,186 shares; 2025Q1: 6,186 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares; 2025Q4: 6,186 shares; 2026Q1: 6,186 shares 6,186 $303K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,334 shares; 2025Q1: 4,297 shares; 2025Q2: 4,297 shares; 2025Q3: 2,063 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares 2,830 $300K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,932 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $298K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares 4,410 $298K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,626 shares; 2025Q4: 2,682 shares; 2026Q1: 2,682 shares 2,682 $292K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares; 2026Q1: 3,491 shares 3,491 $292K <0.01% 0 Timeline XOP 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: 16,018 shares; 2024Q4: 14,735 shares; 2025Q1: 13,008 shares; 2025Q2: 12,968 shares; 2025Q3: 3,401 shares; 2025Q4: 1,786 shares; 2026Q1: 1,586 shares 1,586 $288K <0.01% -200 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,342 shares; 2025Q3: 3,342 shares; 2025Q4: 3,174 shares; 2026Q1: 3,174 shares 3,174 $287K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 2,107 shares; 2025Q4: 2,107 shares; 2026Q1: 2,107 shares 2,107 $285K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $281K <0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $279K <0.01% 0 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $277K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $272K <0.01% 0 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: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 4,561 shares; 2025Q2: 5,582 shares; 2025Q3: 6,935 shares; 2025Q4: 6,935 shares; 2026Q1: 5,207 shares 5,207 $272K <0.01% -1,728 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 5,969 shares; 2025Q3: 5,969 shares; 2025Q4: 5,969 shares; 2026Q1: 5,969 shares 5,969 $272K <0.01% 0 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly 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: 2,055 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $271K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,543 shares 4,543 $267K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,014 shares 2,014 $266K <0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,864 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares; 2025Q4: 2,864 shares; 2026Q1: 2,864 shares 2,864 $266K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,465 shares; 2025Q4: 3,465 shares; 2026Q1: 3,465 shares 3,465 $262K <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $259K <0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,491 shares; 2024Q4: 23,396 shares; 2025Q1: 1,599 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,335 shares; 2026Q1: 1,250 shares 1,250 $258K <0.01% -85 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: 659 shares; 2024Q4: 659 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 2,326 shares; 2025Q4: 646 shares; 2026Q1: 646 shares 646 $256K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,555 shares; 2025Q1: 9,555 shares; 2025Q2: 9,555 shares; 2025Q3: 9,871 shares; 2025Q4: 8,348 shares; 2026Q1: 5,571 shares 5,571 $255K <0.01% -2,777 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,770 shares; 2025Q1: 2,700 shares; 2025Q2: 2,660 shares; 2025Q3: 1,302 shares; 2025Q4: 1,277 shares; 2026Q1: 1,452 shares 1,452 $254K <0.01% +175 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 5,071 shares; 2026Q1: 5,071 shares 5,071 $253K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares 1,278 $252K <0.01% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $251K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 3,449 shares; 2025Q2: 3,449 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares; 2026Q1: 3,399 shares 3,399 $251K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares 2,830 $239K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,615 shares; 2024Q4: 2,617 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,602 shares; 2026Q1: 2,582 shares 2,582 $239K <0.01% -20 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 19,456 shares; 2025Q1: 18,504 shares; 2025Q2: 18,504 shares; 2025Q3: 18,504 shares; 2025Q4: 13,846 shares; 2026Q1: 13,846 shares 13,846 $239K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,130 shares 3,130 $238K <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,647 shares; 2024Q4: 8,647 shares; 2025Q1: 8,647 shares; 2025Q2: 8,647 shares; 2025Q3: 8,647 shares; 2025Q4: 8,647 shares; 2026Q1: 8,647 shares 8,647 $237K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 3,257 shares; 2025Q4: 3,257 shares; 2026Q1: 3,257 shares 3,257 $236K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,386 shares 1,386 $234K <0.01% -100 Timeline FRMI FERMI INC More: the full row for FERMI 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: 15,000 shares; 2026Q1: 40,000 shares 40,000 $234K <0.01% +25,000 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $234K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,888 shares; 2025Q3: 2,744 shares; 2025Q4: 2,736 shares; 2026Q1: 2,736 shares 2,736 $232K <0.01% 0 Timeline TDWD TAILWIND 2.0 ACQUISITION COR More: the full row for TAILWIND 2.0 ACQUISITION COR Quarterly 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: 23,200 shares 23,200 $230K <0.01% new Timeline ACU ACME UTD CORP More: the full row for ACME UTD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $229K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,922 shares; 2024Q4: 6,196 shares; 2025Q1: 6,196 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares; 2025Q4: 5,136 shares; 2026Q1: 5,136 shares 5,136 $228K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 7,335 shares; 2025Q1: not reported; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares 7,317 $227K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,579 shares; 2026Q1: 2,577 shares 2,577 $224K <0.01% -2 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: 1,256 shares; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $224K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,060 shares; 2025Q2: 1,020 shares; 2025Q3: 995 shares; 2025Q4: 837 shares; 2026Q1: 503 shares 503 $224K <0.01% -334 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $219K <0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,523 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares; 2026Q1: 8,523 shares 8,523 $219K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,101 shares; 2025Q4: 2,101 shares; 2026Q1: 1,986 shares 1,986 $218K <0.01% -115 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: 788 shares; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $215K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,805 shares 2,805 $214K <0.01% new 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: not reported; 2024Q4: 2,705 shares; 2025Q1: not reported; 2025Q2: 2,724 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares 2,658 $213K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $213K <0.01% 0 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: 4,140 shares; 2024Q4: 4,145 shares; 2025Q1: 4,140 shares; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 1,790 shares 1,790 $212K <0.01% -2,000 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,741 shares; 2024Q4: 7,886 shares; 2025Q1: 7,525 shares; 2025Q2: 7,901 shares; 2025Q3: 7,338 shares; 2025Q4: 7,302 shares; 2026Q1: 5,669 shares 5,669 $211K <0.01% -1,633 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $211K <0.01% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,101 shares; 2025Q1: 4,101 shares; 2025Q2: 4,101 shares; 2025Q3: 3,401 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares 3,401 $210K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,702 shares; 2024Q4: 454,493 shares; 2025Q1: 42,385 shares; 2025Q2: 4,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,195 shares 3,195 $210K <0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,550 shares 10,550 $210K <0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $209K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: not reported; 2026Q1: 425 shares 425 $209K <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: 2,317 shares; 2024Q4: 2,739 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,292 shares 2,292 $207K <0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,194 shares; 2025Q4: 7,046 shares; 2026Q1: 7,046 shares 7,046 $205K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,250 shares; 2024Q4: 37,250 shares; 2025Q1: 38,750 shares; 2025Q2: 38,750 shares; 2025Q3: 38,750 shares; 2025Q4: 38,750 shares; 2026Q1: 38,750 shares 38,750 $200K <0.01% 0 Timeline KCACU KENSINGTON CAP ACQUISITION More: the full row for KENSINGTON CAP ACQUISITION Quarterly 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: 16,590 shares 16,590 $167K <0.01% new Timeline ALF CENTURION ACQUISITION CORP More: the full row for CENTURION ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares 15,400 $166K <0.01% 0 Timeline ALIS CALISA ACQUISITION CORP More: the full row for CALISA ACQUISITION 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: 16,590 shares 16,590 $166K <0.01% new Timeline CUB LIONHEART HOLDINGS More: the full row for LIONHEART HOLDINGS Quarterly 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: 15,100 shares; 2026Q1: 15,100 shares 15,100 $162K <0.01% 0 Timeline FIGX FIGX CAP ACQUISITION CORP. More: the full row for FIGX CAP ACQUISITION 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: 15,940 shares; 2026Q1: 15,940 shares 15,940 $161K <0.01% 0 Timeline MBVI M3-BRIGADE ACQUISITION VI CO More: the full row for M3-BRIGADE ACQUISITION VI CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,999 shares; 2026Q1: 15,999 shares 15,999 $161K <0.01% 0 Timeline LEGT LEGATO MERGER CORP III More: the full row for LEGATO MERGER CORP III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares 14,300 $157K <0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,492 shares; 2024Q4: 22,492 shares; 2025Q1: 40,486 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,994 shares; 2026Q1: 17,994 shares 17,994 $149K <0.01% 0 Timeline TWLVU TWELVE SEAS INVT CO III More: the full row for TWELVE SEAS INVT CO III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,610 shares; 2026Q1: 13,610 shares 13,610 $136K <0.01% 0 Timeline MKLY MCKINLEY ACQUISITION CORP More: the full row for MCKINLEY ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,910 shares; 2026Q1: 12,910 shares 12,910 $129K <0.01% 0 Timeline MTALU METALS ACQUISITION CORP II More: the full row for METALS ACQUISITION CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,630 shares 12,630 $127K <0.01% new Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares; 2026Q1: 125,000 shares 125,000 $115K <0.01% 0 Timeline INAC INDIGO ACQUISITION CORP More: the full row for INDIGO ACQUISITION 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: 10,730 shares; 2026Q1: 10,730 shares 10,730 $109K <0.01% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200 $90.7K <0.01% 0 Timeline MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 17,543 shares; 2025Q1: 17,543 shares; 2025Q2: 17,543 shares; 2025Q3: 17,543 shares; 2025Q4: 17,543 shares; 2026Q1: 17,543 shares 17,543 $50.7K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA 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: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $49.4K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $45.2K <0.01% 0 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,688 shares; 2024Q4: 13,688 shares; 2025Q1: 13,688 shares; 2025Q2: 13,688 shares; 2025Q3: 13,688 shares; 2025Q4: 13,688 shares; 2026Q1: 13,688 shares 13,688 $10.1K <0.01% 0 Timeline ALISR CALISA ACQUISITION CORP More: the full row for CALISA ACQUISITION 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: 16,590 shares 16,590 $9.12K <0.01% new Timeline TDWDR TAILWIND 2.0 ACQUISITION COR More: the full row for TAILWIND 2.0 ACQUISITION COR Quarterly 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: 23,200 shares 23,200 $3.25K <0.01% new Timeline CAPNR CAYSON ACQUISITION CORP More: the full row for CAYSON ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $2.34K <0.01% 0 Timeline IBACR IB ACQUISITION CORP More: the full row for IB ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,576 shares; 2026Q1: 19,576 shares 19,576 $2.15K <0.01% 0 Timeline MKLYR MCKINLEY ACQUISITION CORP More: the full row for MCKINLEY ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,910 shares; 2026Q1: 12,910 shares 12,910 $1.55K <0.01% 0 Timeline INACR INDIGO ACQUISITION CORP More: the full row for INDIGO ACQUISITION 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: 10,730 shares; 2026Q1: 10,730 shares 10,730 $1.29K <0.01% 0 Timeline