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: 7,787 shares; 2024Q4: 8,322 shares; 2025Q1: 10,696 shares; 2025Q2: 14,810 shares; 2025Q3: 18,529 shares; 2025Q4: 26,166 shares; 2026Q1: 29,074 shares 29,074 $19M 6.54% +2,908 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: 49,583 shares; 2024Q4: 50,581 shares; 2025Q1: 47,661 shares; 2025Q2: 54,276 shares; 2025Q3: 59,661 shares; 2025Q4: 65,893 shares; 2026Q1: 73,592 shares 73,592 $12.8M 4.42% +7,699 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,105 shares; 2024Q4: 33,116 shares; 2025Q1: 33,247 shares; 2025Q2: 33,597 shares; 2025Q3: 37,850 shares; 2025Q4: 41,775 shares; 2026Q1: 47,949 shares 47,949 $12.2M 4.19% +6,174 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: 32,169 shares; 2024Q4: 32,431 shares; 2025Q1: 32,369 shares; 2025Q2: 32,839 shares; 2025Q3: 32,960 shares; 2025Q4: 33,866 shares; 2026Q1: 34,315 shares 34,315 $10.1M 3.48% +449 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: 19,005 shares; 2024Q4: 19,012 shares; 2025Q1: 18,484 shares; 2025Q2: 20,483 shares; 2025Q3: 21,548 shares; 2025Q4: 22,959 shares; 2026Q1: 25,396 shares 25,396 $9.4M 3.24% +2,437 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: 4,453 shares; 2024Q4: 3,988 shares; 2025Q1: 3,994 shares; 2025Q2: 3,796 shares; 2025Q3: 3,792 shares; 2025Q4: 13,928 shares; 2026Q1: 30,267 shares 30,267 $5.94M 2.04% +16,339 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: 20,367 shares; 2024Q4: 21,932 shares; 2025Q1: 22,178 shares; 2025Q2: 22,770 shares; 2025Q3: 24,346 shares; 2025Q4: 25,855 shares; 2026Q1: 28,384 shares 28,384 $5.91M 2.04% +2,529 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,880 shares; 2024Q4: 63,120 shares; 2025Q1: 63,255 shares; 2025Q2: 63,483 shares; 2025Q3: 63,890 shares; 2025Q4: 81,243 shares; 2026Q1: 81,323 shares 81,323 $5.21M 1.79% +80 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: 50,787 shares; 2024Q4: 50,725 shares; 2025Q1: 50,283 shares; 2025Q2: 50,174 shares; 2025Q3: 57,592 shares; 2025Q4: 56,597 shares; 2026Q1: 56,459 shares 56,459 $5.1M 1.76% -138 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: 13,404 shares; 2024Q4: 13,662 shares; 2025Q1: 15,027 shares; 2025Q2: 13,296 shares; 2025Q3: 14,405 shares; 2025Q4: 15,783 shares; 2026Q1: 17,350 shares 17,350 $4.98M 1.71% +1,567 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: 14,382 shares; 2024Q4: 14,049 shares; 2025Q1: 12,226 shares; 2025Q2: 13,059 shares; 2025Q3: 13,790 shares; 2025Q4: 15,081 shares; 2026Q1: 16,026 shares 16,026 $4.96M 1.71% +945 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: 8,806 shares; 2024Q4: 9,870 shares; 2025Q1: 9,749 shares; 2025Q2: 10,593 shares; 2025Q3: 12,211 shares; 2025Q4: 14,517 shares; 2026Q1: 16,545 shares 16,545 $4.76M 1.64% +2,028 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,467 shares; 2026Q1: 45,764 shares 45,764 $4.48M 1.54% +12,297 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: 6,133 shares; 2024Q4: 6,190 shares; 2025Q1: 6,131 shares; 2025Q2: 6,178 shares; 2025Q3: 5,968 shares; 2025Q4: 6,413 shares; 2026Q1: 7,183 shares 7,183 $4.11M 1.42% +770 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: 8,112 shares; 2024Q4: 8,869 shares; 2025Q1: 8,419 shares; 2025Q2: 9,127 shares; 2025Q3: 9,498 shares; 2025Q4: 9,993 shares; 2026Q1: 10,811 shares 10,811 $4.02M 1.38% +818 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 6,895 shares; 2025Q1: 9,134 shares; 2025Q2: 12,246 shares; 2025Q3: 12,902 shares; 2025Q4: 50,141 shares; 2026Q1: 60,554 shares 60,554 $3.52M 1.21% +10,413 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: 20,373 shares; 2024Q4: 20,010 shares; 2025Q1: 20,141 shares; 2025Q2: 22,180 shares; 2025Q3: 22,848 shares; 2025Q4: 26,956 shares; 2026Q1: 27,380 shares 27,380 $3.4M 1.17% +424 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: 9,367 shares; 2024Q4: 9,294 shares; 2025Q1: 10,224 shares; 2025Q2: 10,666 shares; 2025Q3: 11,395 shares; 2025Q4: 11,294 shares; 2026Q1: 12,296 shares 12,296 $3.01M 1.03% +1,002 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,341 shares 25,341 $3M 1.03% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,592 shares; 2024Q4: 12,633 shares; 2025Q1: 14,211 shares; 2025Q2: 13,066 shares; 2025Q3: 14,828 shares; 2025Q4: 14,944 shares; 2026Q1: 17,241 shares 17,241 $2.93M 1.01% +2,297 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,302 shares; 2026Q1: 43,876 shares 43,876 $2.9M 1% +6,574 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: 13,366 shares; 2024Q4: 12,503 shares; 2025Q1: 12,531 shares; 2025Q2: 11,813 shares; 2025Q3: 12,812 shares; 2025Q4: 12,192 shares; 2026Q1: 13,354 shares 13,354 $2.76M 0.95% +1,162 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: 1,301 shares; 2024Q4: 1,249 shares; 2025Q1: 1,252 shares; 2025Q2: 1,661 shares; 2025Q3: 1,694 shares; 2025Q4: 5,657 shares; 2026Q1: 6,199 shares 6,199 $2.71M 0.93% +542 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: 7,819 shares; 2024Q4: 7,696 shares; 2025Q1: 7,110 shares; 2025Q2: 7,066 shares; 2025Q3: 14,197 shares; 2025Q4: 13,941 shares; 2026Q1: 13,833 shares 13,833 $2.67M 0.92% -108 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: 2,663 shares; 2024Q4: 2,680 shares; 2025Q1: 2,502 shares; 2025Q2: 2,241 shares; 2025Q3: 2,740 shares; 2025Q4: 3,041 shares; 2026Q1: 2,678 shares 2,678 $2.46M 0.85% -363 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: 3,014 shares; 2024Q4: 3,890 shares; 2025Q1: 2,943 shares; 2025Q2: 3,141 shares; 2025Q3: 3,276 shares; 2025Q4: 3,346 shares; 2026Q1: 3,703 shares 3,703 $2.41M 0.83% +357 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,909 shares; 2026Q1: 10,811 shares 10,811 $2.25M 0.77% +2,902 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: 25,604 shares; 2024Q4: 24,732 shares; 2025Q1: 23,911 shares; 2025Q2: 23,636 shares; 2025Q3: 24,596 shares; 2025Q4: 27,355 shares; 2026Q1: 27,660 shares 27,660 $2.15M 0.74% +305 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,325 shares; 2024Q4: 66,320 shares; 2025Q1: 79,511 shares; 2025Q2: 98,333 shares; 2025Q3: 114,823 shares; 2025Q4: 55,930 shares; 2026Q1: 47,054 shares 47,054 $2M 0.69% -8,876 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,238 shares; 2024Q4: 70,401 shares; 2025Q1: 85,173 shares; 2025Q2: 106,172 shares; 2025Q3: 121,291 shares; 2025Q4: 58,794 shares; 2026Q1: 49,494 shares 49,494 $1.99M 0.68% -9,300 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: 34,258 shares; 2024Q4: 35,978 shares; 2025Q1: 41,767 shares; 2025Q2: 52,133 shares; 2025Q3: 60,428 shares; 2025Q4: 33,059 shares; 2026Q1: 28,449 shares 28,449 $1.92M 0.66% -4,610 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: 11,703 shares; 2024Q4: 11,714 shares; 2025Q1: 11,608 shares; 2025Q2: 11,794 shares; 2025Q3: 11,939 shares; 2025Q4: 11,991 shares; 2026Q1: 12,956 shares 12,956 $1.91M 0.66% +965 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: 1,225 shares; 2024Q4: 1,380 shares; 2025Q1: 1,951 shares; 2025Q2: 2,058 shares; 2025Q3: 2,639 shares; 2025Q4: 3,061 shares; 2026Q1: 3,829 shares 3,829 $1.83M 0.63% +768 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: 1,772 shares; 2024Q4: 1,750 shares; 2025Q1: 1,803 shares; 2025Q2: 1,861 shares; 2025Q3: 1,637 shares; 2025Q4: 16,411 shares; 2026Q1: 18,576 shares 18,576 $1.79M 0.62% +2,165 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,016 shares; 2025Q1: 1,356 shares; 2025Q2: 1,765 shares; 2025Q3: 1,830 shares; 2025Q4: 5,314 shares; 2026Q1: 6,833 shares 6,833 $1.64M 0.56% +1,519 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,657 shares; 2024Q4: 78,657 shares; 2025Q1: 78,657 shares; 2025Q2: 78,657 shares; 2025Q3: 78,663 shares; 2025Q4: 78,664 shares; 2026Q1: 79,562 shares 79,562 $1.55M 0.53% +898 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: 3,173 shares; 2024Q4: 3,192 shares; 2025Q1: 3,460 shares; 2025Q2: 3,701 shares; 2025Q3: 3,806 shares; 2025Q4: 4,296 shares; 2026Q1: 5,108 shares 5,108 $1.54M 0.53% +812 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: 4,201 shares; 2024Q4: 4,251 shares; 2025Q1: 4,251 shares; 2025Q2: 4,664 shares; 2025Q3: 4,678 shares; 2025Q4: 4,691 shares; 2026Q1: 4,678 shares 4,678 $1.5M 0.52% -13 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: 1,315 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,314 shares; 2026Q1: 1,342 shares 1,342 $1.46M 0.5% +28 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: 3,222 shares; 2024Q4: 3,244 shares; 2025Q1: 3,178 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares; 2025Q4: 3,021 shares; 2026Q1: 2,913 shares 2,913 $1.46M 0.5% -108 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: 4,769 shares; 2024Q4: 4,609 shares; 2025Q1: 4,772 shares; 2025Q2: 4,834 shares; 2025Q3: 5,443 shares; 2025Q4: 6,282 shares; 2026Q1: 6,659 shares 6,659 $1.45M 0.5% +377 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: 4,701 shares; 2024Q4: 4,727 shares; 2025Q1: 4,721 shares; 2025Q2: 4,746 shares; 2025Q3: 4,629 shares; 2025Q4: 4,411 shares; 2026Q1: 4,356 shares 4,356 $1.4M 0.48% -55 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 16,272 shares; 2025Q1: 19,781 shares; 2025Q2: 33,154 shares; 2025Q3: 73,167 shares; 2025Q4: 75,880 shares; 2026Q1: 81,549 shares 81,549 $1.36M 0.47% +5,669 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,680 shares; 2025Q1: 1,390 shares; 2025Q2: 1,594 shares; 2025Q3: 1,528 shares; 2025Q4: 1,749 shares; 2026Q1: 1,910 shares 1,910 $1.35M 0.47% +161 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,603 shares; 2025Q1: 16,482 shares; 2025Q2: 27,702 shares; 2025Q3: 61,811 shares; 2025Q4: 64,435 shares; 2026Q1: 69,120 shares 69,120 $1.35M 0.46% +4,685 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 16,505 shares; 2025Q2: 27,672 shares; 2025Q3: 61,502 shares; 2025Q4: 63,958 shares; 2026Q1: 68,598 shares 68,598 $1.35M 0.46% +4,640 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,163 shares; 2025Q1: 15,979 shares; 2025Q2: 26,694 shares; 2025Q3: 59,100 shares; 2025Q4: 61,343 shares; 2026Q1: 65,771 shares 65,771 $1.34M 0.46% +4,428 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,321 shares; 2024Q4: 14,328 shares; 2025Q1: 17,422 shares; 2025Q2: 29,295 shares; 2025Q3: 64,688 shares; 2025Q4: 67,074 shares; 2026Q1: 71,978 shares 71,978 $1.34M 0.46% +4,904 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,392 shares; 2024Q4: 11,571 shares; 2025Q1: 11,655 shares; 2025Q2: 11,683 shares; 2025Q3: 11,987 shares; 2025Q4: 10,395 shares; 2026Q1: 10,190 shares 10,190 $1.34M 0.46% -205 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,974 shares; 2025Q1: 17,036 shares; 2025Q2: 30,425 shares; 2025Q3: 68,571 shares; 2025Q4: 72,803 shares; 2026Q1: 80,413 shares 80,413 $1.32M 0.46% +7,610 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: 2,592 shares; 2024Q4: 2,496 shares; 2025Q1: 2,709 shares; 2025Q2: 3,308 shares; 2025Q3: 3,359 shares; 2025Q4: 3,391 shares; 2026Q1: 3,819 shares 3,819 $1.31M 0.45% +428 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 6,684 shares; 2025Q1: 8,534 shares; 2025Q2: 11,579 shares; 2025Q3: 14,226 shares; 2025Q4: 7,505 shares; 2026Q1: 6,558 shares 6,558 $1.26M 0.43% -947 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: 18,124 shares; 2024Q4: 14,973 shares; 2025Q1: 14,562 shares; 2025Q2: 14,484 shares; 2025Q3: 14,351 shares; 2025Q4: 16,577 shares; 2026Q1: 16,203 shares 16,203 $1.18M 0.41% -374 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: 14,048 shares; 2024Q4: 13,604 shares; 2025Q1: 11,062 shares; 2025Q2: 10,239 shares; 2025Q3: 9,924 shares; 2025Q4: 8,227 shares; 2026Q1: 9,540 shares 9,540 $1.15M 0.4% +1,313 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: 16,983 shares; 2024Q4: 16,634 shares; 2025Q1: 19,810 shares; 2025Q2: 15,874 shares; 2025Q3: 15,622 shares; 2025Q4: 12,637 shares; 2026Q1: 14,379 shares 14,379 $1.09M 0.38% +1,742 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,709 shares 12,709 $1.08M 0.37% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,408 shares; 2026Q1: 51,272 shares 51,272 $1.06M 0.36% +8,864 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: 3,599 shares; 2025Q2: 5,140 shares; 2025Q3: 5,143 shares; 2025Q4: 5,937 shares; 2026Q1: 7,207 shares 7,207 $1.05M 0.36% +1,270 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 3,409 shares; 2026Q1: 3,100 shares 3,100 $1.05M 0.36% -309 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: 7,812 shares; 2024Q4: 7,791 shares; 2025Q1: 7,124 shares; 2025Q2: 6,590 shares; 2025Q3: 6,407 shares; 2025Q4: 6,308 shares; 2026Q1: 6,453 shares 6,453 $1.03M 0.35% +145 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: 539 shares; 2024Q4: 555 shares; 2025Q1: 549 shares; 2025Q2: 646 shares; 2025Q3: 640 shares; 2025Q4: 633 shares; 2026Q1: 997 shares 997 $993K 0.34% +364 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: 863 shares; 2024Q4: 865 shares; 2025Q1: 823 shares; 2025Q2: 747 shares; 2025Q3: 756 shares; 2025Q4: 1,018 shares; 2026Q1: 1,143 shares 1,143 $967K 0.33% +125 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,339 shares; 2025Q1: 1,246 shares; 2025Q2: 1,237 shares; 2025Q3: 1,198 shares; 2025Q4: 1,025 shares; 2026Q1: 1,065 shares 1,065 $953K 0.33% +40 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: 3,909 shares; 2024Q4: 4,005 shares; 2025Q1: 3,786 shares; 2025Q2: 5,346 shares; 2025Q3: 5,357 shares; 2025Q4: 4,902 shares; 2026Q1: 5,163 shares 5,163 $941K 0.32% +261 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: 2,630 shares; 2024Q4: 2,625 shares; 2025Q1: 2,538 shares; 2025Q2: 2,553 shares; 2025Q3: 2,700 shares; 2025Q4: 2,608 shares; 2026Q1: 2,961 shares 2,961 $920K 0.32% +353 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 16,916 shares; 2025Q1: 15,620 shares; 2025Q2: 17,204 shares; 2025Q3: 17,489 shares; 2025Q4: 19,596 shares; 2026Q1: 18,422 shares 18,422 $898K 0.31% -1,174 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: 7,575 shares; 2025Q1: 6,970 shares; 2025Q2: 6,222 shares; 2025Q3: 6,492 shares; 2025Q4: 6,949 shares; 2026Q1: 7,203 shares 7,203 $884K 0.3% +254 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,553 shares; 2025Q1: 1,432 shares; 2025Q2: 1,411 shares; 2025Q3: 1,415 shares; 2025Q4: 2,476 shares; 2026Q1: 2,604 shares 2,604 $880K 0.3% +128 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: 4,332 shares; 2024Q4: 4,504 shares; 2025Q1: 4,339 shares; 2025Q2: 4,324 shares; 2025Q3: 4,342 shares; 2025Q4: 4,527 shares; 2026Q1: 5,204 shares 5,204 $860K 0.3% +677 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,079 shares 11,079 $854K 0.29% new 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: 1,133 shares; 2024Q4: 1,278 shares; 2025Q1: 1,866 shares; 2025Q2: 2,098 shares; 2025Q3: 2,293 shares; 2025Q4: 2,409 shares; 2026Q1: 3,008 shares 3,008 $854K 0.29% +599 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: 3,551 shares; 2024Q4: 2,832 shares; 2025Q1: 4,362 shares; 2025Q2: 10,413 shares; 2025Q3: 9,802 shares; 2025Q4: 6,862 shares; 2026Q1: 6,379 shares 6,379 $842K 0.29% -483 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: 2,901 shares; 2024Q4: 2,866 shares; 2025Q1: 2,868 shares; 2025Q2: 3,017 shares; 2025Q3: 3,065 shares; 2025Q4: 3,163 shares; 2026Q1: 2,924 shares 2,924 $839K 0.29% -239 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: 10,026 shares; 2024Q4: 9,997 shares; 2025Q1: 8,648 shares; 2025Q2: 8,808 shares; 2025Q3: 8,525 shares; 2025Q4: 7,795 shares; 2026Q1: 6,076 shares 6,076 $826K 0.28% -1,719 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: 3,971 shares; 2024Q4: 4,573 shares; 2025Q1: 4,393 shares; 2025Q2: 4,007 shares; 2025Q3: 4,346 shares; 2025Q4: 3,794 shares; 2026Q1: 4,121 shares 4,121 $820K 0.28% +327 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,060 shares; 2024Q4: 18,314 shares; 2025Q1: 16,175 shares; 2025Q2: 15,864 shares; 2025Q3: 12,643 shares; 2025Q4: 12,275 shares; 2026Q1: 11,734 shares 11,734 $811K 0.28% -541 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: 6,490 shares; 2024Q4: 6,521 shares; 2025Q1: 6,555 shares; 2025Q2: 6,261 shares; 2025Q3: 5,909 shares; 2025Q4: 5,126 shares; 2026Q1: 5,523 shares 5,523 $798K 0.27% +397 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: 2,238 shares; 2024Q4: 2,062 shares; 2025Q1: 2,207 shares; 2025Q2: 2,360 shares; 2025Q3: 2,108 shares; 2025Q4: 2,005 shares; 2026Q1: 2,244 shares 2,244 $790K 0.27% +239 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: 21,034 shares; 2024Q4: 16,269 shares; 2025Q1: 20,062 shares; 2025Q2: 19,465 shares; 2025Q3: 17,971 shares; 2025Q4: 13,381 shares; 2026Q1: 15,489 shares 15,489 $778K 0.27% +2,108 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: not reported; 2024Q4: 760 shares; 2025Q1: 842 shares; 2025Q2: 984 shares; 2025Q3: 704 shares; 2025Q4: 747 shares; 2026Q1: 877 shares 877 $766K 0.26% +130 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 3,188 shares; 2026Q1: 3,485 shares 3,485 $745K 0.26% +297 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: 3,835 shares; 2024Q4: 3,034 shares; 2025Q1: 3,516 shares; 2025Q2: 2,768 shares; 2025Q3: 3,779 shares; 2025Q4: 4,763 shares; 2026Q1: 4,769 shares 4,769 $741K 0.26% +6 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: 7,937 shares; 2024Q4: 7,200 shares; 2025Q1: 7,272 shares; 2025Q2: 8,467 shares; 2025Q3: 9,764 shares; 2025Q4: 9,398 shares; 2026Q1: 9,301 shares 9,301 $740K 0.25% -97 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $732K 0.25% 0 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: 2,439 shares; 2024Q4: 2,550 shares; 2025Q1: 2,323 shares; 2025Q2: 2,599 shares; 2025Q3: 2,776 shares; 2025Q4: 1,997 shares; 2026Q1: 2,159 shares 2,159 $710K 0.24% +162 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: 3,640 shares; 2024Q4: 3,649 shares; 2025Q1: 3,385 shares; 2025Q2: 3,388 shares; 2025Q3: 3,282 shares; 2025Q4: 3,236 shares; 2026Q1: 2,999 shares 2,999 $709K 0.24% -237 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: 897 shares; 2024Q4: 760 shares; 2025Q1: 762 shares; 2025Q2: 774 shares; 2025Q3: 991 shares; 2025Q4: 1,273 shares; 2026Q1: 1,386 shares 1,386 $681K 0.23% +113 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,474 shares; 2024Q4: 13,124 shares; 2025Q1: 14,999 shares; 2025Q2: 16,377 shares; 2025Q3: 19,502 shares; 2025Q4: 19,751 shares; 2026Q1: 23,387 shares 23,387 $678K 0.23% +3,636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 3,453 shares; 2025Q4: 4,387 shares; 2026Q1: 4,862 shares 4,862 $678K 0.23% +475 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,158 shares; 2025Q3: 5,904 shares; 2025Q4: 9,478 shares; 2026Q1: 9,521 shares 9,521 $668K 0.23% +43 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364 shares; 2026Q1: 449 shares 449 $661K 0.23% +85 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: 2,434 shares; 2024Q4: 2,415 shares; 2025Q1: 2,498 shares; 2025Q2: 2,494 shares; 2025Q3: 2,493 shares; 2025Q4: 2,624 shares; 2026Q1: 3,165 shares 3,165 $656K 0.23% +541 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 5,295 shares; 2025Q1: 4,697 shares; 2025Q2: 15,588 shares; 2025Q3: 15,896 shares; 2025Q4: 10,317 shares; 2026Q1: 9,739 shares 9,739 $653K 0.22% -578 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,436 shares; 2024Q4: 16,686 shares; 2025Q1: 16,886 shares; 2025Q2: 16,856 shares; 2025Q3: 17,006 shares; 2025Q4: 17,006 shares; 2026Q1: 16,806 shares 16,806 $646K 0.22% -200 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: not reported; 2024Q4: 3,541 shares; 2025Q1: 1,855 shares; 2025Q2: 2,609 shares; 2025Q3: 3,646 shares; 2025Q4: 5,077 shares; 2026Q1: 4,745 shares 4,745 $644K 0.22% -332 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: 1,752 shares; 2024Q4: 1,957 shares; 2025Q1: 1,990 shares; 2025Q2: 1,793 shares; 2025Q3: 1,960 shares; 2025Q4: 2,528 shares; 2026Q1: 3,442 shares 3,442 $643K 0.22% +914 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: 6,898 shares; 2024Q4: 6,320 shares; 2025Q1: 6,547 shares; 2025Q2: 5,927 shares; 2025Q3: 5,406 shares; 2025Q4: 5,907 shares; 2026Q1: 4,942 shares 4,942 $636K 0.22% -965 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: 2,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 2,145 shares; 2025Q4: 2,418 shares; 2026Q1: 3,125 shares 3,125 $636K 0.22% +707 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,604 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,581 shares; 2025Q4: 7,269 shares; 2026Q1: 7,269 shares 7,269 $626K 0.22% 0 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: 5,349 shares; 2024Q4: 5,837 shares; 2025Q1: 5,164 shares; 2025Q2: 5,449 shares; 2025Q3: 5,310 shares; 2025Q4: 5,444 shares; 2026Q1: 5,520 shares 5,520 $626K 0.22% +76 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: 735 shares; 2024Q4: 763 shares; 2025Q1: 731 shares; 2025Q2: 1,023 shares; 2025Q3: 1,162 shares; 2025Q4: 1,619 shares; 2026Q1: 1,906 shares 1,906 $621K 0.21% +287 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,948 shares; 2024Q4: 11,904 shares; 2025Q1: 10,818 shares; 2025Q2: 10,944 shares; 2025Q3: 10,804 shares; 2025Q4: 9,437 shares; 2026Q1: 9,274 shares 9,274 $615K 0.21% -163 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: 1,317 shares; 2024Q4: 808 shares; 2025Q1: 902 shares; 2025Q2: 1,167 shares; 2025Q3: 1,573 shares; 2025Q4: 1,788 shares; 2026Q1: 2,244 shares 2,244 $607K 0.21% +456 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,326 shares; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,393 shares; 2025Q3: 10,832 shares; 2025Q4: 11,275 shares; 2026Q1: 13,704 shares 13,704 $605K 0.21% +2,429 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: 2,676 shares; 2024Q4: 2,747 shares; 2025Q1: 2,568 shares; 2025Q2: 2,532 shares; 2025Q3: 2,574 shares; 2025Q4: 2,253 shares; 2026Q1: 2,318 shares 2,318 $603K 0.21% +65 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,113 shares; 2024Q4: 11,683 shares; 2025Q1: 10,816 shares; 2025Q2: 9,142 shares; 2025Q3: 8,823 shares; 2025Q4: 7,263 shares; 2026Q1: 7,190 shares 7,190 $602K 0.21% -73 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: 2,360 shares; 2024Q4: 2,367 shares; 2025Q1: 1,932 shares; 2025Q2: 2,083 shares; 2025Q3: 2,105 shares; 2025Q4: 1,593 shares; 2026Q1: 1,679 shares 1,679 $601K 0.21% +86 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: 3,289 shares; 2024Q4: 3,340 shares; 2025Q1: 3,285 shares; 2025Q2: 3,572 shares; 2025Q3: 3,648 shares; 2025Q4: 3,288 shares; 2026Q1: 3,288 shares 3,288 $600K 0.21% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,474 shares; 2025Q1: 1,380 shares; 2025Q2: 1,481 shares; 2025Q3: 1,435 shares; 2025Q4: 1,020 shares; 2026Q1: 988 shares 988 $598K 0.21% -32 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: 4,312 shares; 2024Q4: 4,389 shares; 2025Q1: 3,733 shares; 2025Q2: 3,644 shares; 2025Q3: 3,804 shares; 2025Q4: 2,916 shares; 2026Q1: 2,846 shares 2,846 $592K 0.2% -70 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: 1,945 shares; 2024Q4: 1,843 shares; 2025Q1: 1,736 shares; 2025Q2: 1,871 shares; 2025Q3: 1,889 shares; 2025Q4: 1,553 shares; 2026Q1: 1,705 shares 1,705 $585K 0.2% +152 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares 2,964 $585K 0.2% new 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: 5,564 shares; 2024Q4: 5,729 shares; 2025Q1: 4,743 shares; 2025Q2: 5,119 shares; 2025Q3: 5,342 shares; 2025Q4: 5,338 shares; 2026Q1: 6,279 shares 6,279 $583K 0.2% +941 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 134 shares; 2026Q1: 138 shares 138 $581K 0.2% +4 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: 11,242 shares; 2024Q4: 12,145 shares; 2025Q1: 11,493 shares; 2025Q2: 11,104 shares; 2025Q3: 9,361 shares; 2025Q4: 9,200 shares; 2026Q1: 9,574 shares 9,574 $581K 0.2% +374 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: 13,133 shares; 2024Q4: 11,796 shares; 2025Q1: 12,314 shares; 2025Q2: 12,591 shares; 2025Q3: 12,138 shares; 2025Q4: 10,210 shares; 2026Q1: 9,954 shares 9,954 $574K 0.2% -256 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: 3,210 shares; 2024Q4: 3,264 shares; 2025Q1: 3,496 shares; 2025Q2: 3,681 shares; 2025Q3: 3,718 shares; 2025Q4: 4,217 shares; 2026Q1: 4,516 shares 4,516 $571K 0.2% +299 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: 1,452 shares; 2024Q4: 1,426 shares; 2025Q1: 1,716 shares; 2025Q2: 1,746 shares; 2025Q3: 1,967 shares; 2025Q4: 2,243 shares; 2026Q1: 2,339 shares 2,339 $567K 0.2% +96 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: 495 shares; 2025Q2: 826 shares; 2025Q3: 675 shares; 2025Q4: 691 shares; 2026Q1: 1,003 shares 1,003 $565K 0.19% +312 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: 1,390 shares; 2024Q4: 1,350 shares; 2025Q1: 1,242 shares; 2025Q2: 1,267 shares; 2025Q3: 1,016 shares; 2025Q4: 1,148 shares; 2026Q1: 1,201 shares 1,201 $554K 0.19% +53 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: 28,147 shares; 2024Q4: 29,273 shares; 2025Q1: 27,776 shares; 2025Q2: 27,776 shares; 2025Q3: 26,029 shares; 2025Q4: 23,396 shares; 2026Q1: 23,175 shares 23,175 $549K 0.19% -221 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: 409 shares; 2024Q4: 376 shares; 2025Q1: 424 shares; 2025Q2: 487 shares; 2025Q3: 423 shares; 2025Q4: 555 shares; 2026Q1: 632 shares 632 $547K 0.19% +77 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: 4,756 shares; 2024Q4: 5,098 shares; 2025Q1: 4,999 shares; 2025Q2: 5,160 shares; 2025Q3: 5,362 shares; 2025Q4: 6,268 shares; 2026Q1: 5,588 shares 5,588 $539K 0.19% -680 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,227 shares; 2025Q1: 1,049 shares; 2025Q2: 1,108 shares; 2025Q3: 1,168 shares; 2025Q4: 1,498 shares; 2026Q1: 1,843 shares 1,843 $538K 0.19% +345 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: 1,731 shares; 2024Q4: 3,424 shares; 2025Q1: 3,076 shares; 2025Q2: 3,022 shares; 2025Q3: 3,065 shares; 2025Q4: 2,955 shares; 2026Q1: 3,342 shares 3,342 $536K 0.18% +387 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 762 shares 762 $532K 0.18% +89 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: 2,784 shares; 2024Q4: 3,027 shares; 2025Q1: 2,787 shares; 2025Q2: 2,922 shares; 2025Q3: 2,913 shares; 2025Q4: 3,097 shares; 2026Q1: 3,215 shares 3,215 $529K 0.18% +118 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: 14,186 shares; 2024Q4: 13,674 shares; 2025Q1: 12,343 shares; 2025Q2: 12,482 shares; 2025Q3: 12,181 shares; 2025Q4: 9,939 shares; 2026Q1: 10,063 shares 10,063 $523K 0.18% +124 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: 1,185 shares; 2024Q4: 1,150 shares; 2025Q1: 952 shares; 2025Q2: 974 shares; 2025Q3: 883 shares; 2025Q4: 875 shares; 2026Q1: 946 shares 946 $519K 0.18% +71 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: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,028 shares; 2025Q2: 1,088 shares; 2025Q3: 1,028 shares; 2025Q4: 1,622 shares; 2026Q1: 1,640 shares 1,640 $515K 0.18% +18 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: 2,823 shares; 2024Q4: 2,957 shares; 2025Q1: 3,986 shares; 2025Q2: 4,423 shares; 2025Q3: 4,463 shares; 2025Q4: 3,805 shares; 2026Q1: 5,017 shares 5,017 $515K 0.18% +1,212 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: 598 shares; 2024Q4: 522 shares; 2025Q1: 662 shares; 2025Q2: 657 shares; 2025Q3: 695 shares; 2025Q4: 690 shares; 2026Q1: 1,029 shares 1,029 $510K 0.18% +339 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3,844 shares; 2025Q1: 3,494 shares; 2025Q2: 3,725 shares; 2025Q3: 3,630 shares; 2025Q4: 2,978 shares; 2026Q1: 2,757 shares 2,757 $509K 0.18% -221 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: 2,243 shares; 2024Q4: 2,264 shares; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: not reported; 2025Q4: 1,858 shares; 2026Q1: 2,194 shares 2,194 $496K 0.17% +336 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares; 2026Q1: 7,160 shares 7,160 $488K 0.17% -3,131 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: 773 shares; 2024Q4: 744 shares; 2025Q1: 504 shares; 2025Q2: 560 shares; 2025Q3: 750 shares; 2025Q4: 715 shares; 2026Q1: 801 shares 801 $484K 0.17% +86 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,140 shares; 2025Q1: 2,120 shares; 2025Q2: 1,788 shares; 2025Q3: 1,713 shares; 2025Q4: 1,902 shares; 2026Q1: 2,419 shares 2,419 $480K 0.17% +517 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: 2,081 shares; 2024Q4: 1,796 shares; 2025Q1: 1,830 shares; 2025Q2: 2,175 shares; 2025Q3: 2,035 shares; 2025Q4: 1,947 shares; 2026Q1: 1,941 shares 1,941 $474K 0.16% -6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,474 shares; 2024Q4: 4,745 shares; 2025Q1: 5,054 shares; 2025Q2: 5,708 shares; 2025Q3: 5,815 shares; 2025Q4: 5,422 shares; 2026Q1: 7,177 shares 7,177 $474K 0.16% +1,755 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: 884 shares; 2024Q4: 750 shares; 2025Q1: 822 shares; 2025Q2: 923 shares; 2025Q3: 905 shares; 2025Q4: 961 shares; 2026Q1: 1,051 shares 1,051 $454K 0.16% +90 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 796 shares; 2026Q1: 837 shares 837 $450K 0.16% +41 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: 2,165 shares; 2024Q4: 2,185 shares; 2025Q1: 1,952 shares; 2025Q2: 1,978 shares; 2025Q3: 1,929 shares; 2025Q4: 1,664 shares; 2026Q1: 1,672 shares 1,672 $445K 0.15% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: 2,694 shares 2,694 $442K 0.15% +345 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,719 shares; 2026Q1: 2,216 shares 2,216 $438K 0.15% +497 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: 1,886 shares; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 2,105 shares; 2025Q3: 2,601 shares; 2025Q4: 2,538 shares; 2026Q1: 3,326 shares 3,326 $436K 0.15% +788 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: 993 shares; 2024Q4: 887 shares; 2025Q1: 783 shares; 2025Q2: 918 shares; 2025Q3: 986 shares; 2025Q4: 1,246 shares; 2026Q1: 1,432 shares 1,432 $433K 0.15% +186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,161 shares; 2025Q4: 4,169 shares; 2026Q1: 4,610 shares 4,610 $427K 0.15% +441 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: 1,543 shares; 2024Q4: 1,786 shares; 2025Q1: 1,609 shares; 2025Q2: 1,445 shares; 2025Q3: 1,350 shares; 2025Q4: 1,239 shares; 2026Q1: 1,445 shares 1,445 $427K 0.15% +206 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,661 shares; 2024Q4: 23,206 shares; 2025Q1: 22,787 shares; 2025Q2: 23,006 shares; 2025Q3: 21,475 shares; 2025Q4: 21,538 shares; 2026Q1: 20,907 shares 20,907 $427K 0.15% -631 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: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,268 shares; 2025Q3: 3,343 shares; 2025Q4: 3,725 shares; 2026Q1: 4,529 shares 4,529 $426K 0.15% +804 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 5,301 shares; 2025Q1: 4,323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares; 2026Q1: 1,424 shares 1,424 $422K 0.15% -58 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: 593 shares; 2024Q4: 480 shares; 2025Q1: 446 shares; 2025Q2: 517 shares; 2025Q3: 617 shares; 2025Q4: 505 shares; 2026Q1: 543 shares 543 $420K 0.14% +38 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: 1,135 shares; 2024Q4: 960 shares; 2025Q1: 780 shares; 2025Q2: 895 shares; 2025Q3: 850 shares; 2025Q4: 838 shares; 2026Q1: 993 shares 993 $414K 0.14% +155 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: 693 shares; 2024Q4: 667 shares; 2025Q1: 748 shares; 2025Q2: 792 shares; 2025Q3: 753 shares; 2025Q4: 798 shares; 2026Q1: 919 shares 919 $410K 0.14% +121 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,874 shares; 2026Q1: 2,075 shares 2,075 $410K 0.14% +201 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,589 shares; 2025Q1: 2,315 shares; 2025Q2: 2,372 shares; 2025Q3: 2,524 shares; 2025Q4: 2,436 shares; 2026Q1: 2,634 shares 2,634 $410K 0.14% +198 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,563 shares; 2024Q4: 15,952 shares; 2025Q1: 20,410 shares; 2025Q2: 27,933 shares; 2025Q3: 34,683 shares; 2025Q4: 12,885 shares; 2026Q1: 9,344 shares 9,344 $409K 0.14% -3,541 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: not reported; 2025Q1: 5,481 shares; 2025Q2: 5,088 shares; 2025Q3: 5,023 shares; 2025Q4: 5,145 shares; 2026Q1: 5,673 shares 5,673 $407K 0.14% +528 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: 6,199 shares; 2024Q4: 6,427 shares; 2025Q1: 6,287 shares; 2025Q2: 6,372 shares; 2025Q3: 6,439 shares; 2025Q4: 4,959 shares; 2026Q1: 4,678 shares 4,678 $405K 0.14% -281 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: 921 shares; 2024Q4: 857 shares; 2025Q1: 788 shares; 2025Q2: 821 shares; 2025Q3: 806 shares; 2025Q4: 674 shares; 2026Q1: 673 shares 673 $396K 0.14% -1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 856 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,029 shares; 2025Q4: 935 shares; 2026Q1: 1,014 shares 1,014 $396K 0.14% +79 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,881 shares; 2025Q1: 5,418 shares; 2025Q2: 5,506 shares; 2025Q3: 5,474 shares; 2025Q4: 4,658 shares; 2026Q1: 4,961 shares 4,961 $394K 0.14% +303 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,074 shares; 2025Q4: 7,147 shares; 2026Q1: 7,647 shares 7,647 $393K 0.14% +500 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,951 shares; 2026Q1: 3,922 shares 3,922 $386K 0.13% -29 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: 1,515 shares; 2025Q1: 1,342 shares; 2025Q2: 1,404 shares; 2025Q3: 1,396 shares; 2025Q4: 2,094 shares; 2026Q1: 2,260 shares 2,260 $385K 0.13% +166 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,420 shares; 2025Q1: 1,370 shares; 2025Q2: 1,455 shares; 2025Q3: 1,641 shares; 2025Q4: 1,183 shares; 2026Q1: 1,584 shares 1,584 $384K 0.13% +401 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: 2,805 shares; 2024Q4: 2,811 shares; 2025Q1: 2,651 shares; 2025Q2: 2,248 shares; 2025Q3: 2,194 shares; 2025Q4: 1,798 shares; 2026Q1: 1,978 shares 1,978 $384K 0.13% +180 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares; 2026Q1: 1,417 shares 1,417 $383K 0.13% -178 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: 1,263 shares; 2024Q4: 1,286 shares; 2025Q1: 1,201 shares; 2025Q2: 1,128 shares; 2025Q3: 1,055 shares; 2025Q4: 879 shares; 2026Q1: 858 shares 858 $381K 0.13% -21 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: 294 shares; 2025Q1: 283 shares; 2025Q2: 312 shares; 2025Q3: 329 shares; 2025Q4: 365 shares; 2026Q1: 390 shares 390 $375K 0.13% +25 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,612 shares; 2025Q1: 1,587 shares; 2025Q2: 1,756 shares; 2025Q3: 1,582 shares; 2025Q4: 1,402 shares; 2026Q1: 1,406 shares 1,406 $374K 0.13% +4 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,278 shares; 2025Q4: 1,486 shares; 2026Q1: 1,591 shares 1,591 $367K 0.13% +105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares; 2025Q4: 9,240 shares; 2026Q1: 13,056 shares 13,056 $367K 0.13% +3,816 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,311 shares 1,311 $366K 0.13% +278 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: 7,555 shares; 2024Q4: 7,017 shares; 2025Q1: 7,208 shares; 2025Q2: 9,639 shares; 2025Q3: 9,341 shares; 2025Q4: 5,077 shares; 2026Q1: 5,051 shares 5,051 $363K 0.13% -26 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 925 shares 925 $362K 0.12% +65 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: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 832 shares; 2025Q4: 1,022 shares; 2026Q1: 832 shares 832 $358K 0.12% -190 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares; 2026Q1: 3,014 shares 3,014 $358K 0.12% +488 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: 2,822 shares; 2024Q4: 3,600 shares; 2025Q1: 3,478 shares; 2025Q2: 3,195 shares; 2025Q3: 3,064 shares; 2025Q4: 3,215 shares; 2026Q1: 3,012 shares 3,012 $357K 0.12% -203 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,087 shares; 2024Q4: 7,873 shares; 2025Q1: 7,871 shares; 2025Q2: 8,032 shares; 2025Q3: 6,916 shares; 2025Q4: 5,656 shares; 2026Q1: 4,740 shares 4,740 $357K 0.12% -916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,669 shares; 2026Q1: 4,183 shares 4,183 $357K 0.12% +514 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: 6,679 shares; 2024Q4: 6,628 shares; 2025Q1: 7,421 shares; 2025Q2: 7,522 shares; 2025Q3: 6,799 shares; 2025Q4: 6,671 shares; 2026Q1: 6,054 shares 6,054 $356K 0.12% -617 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: 4,799 shares; 2024Q4: 4,855 shares; 2025Q1: 4,659 shares; 2025Q2: 4,321 shares; 2025Q3: 4,307 shares; 2025Q4: 3,984 shares; 2026Q1: 3,090 shares 3,090 $355K 0.12% -894 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 2,143 shares; 2026Q1: 2,575 shares 2,575 $349K 0.12% +432 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: 1,397 shares 1,397 $345K 0.12% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 4,358 shares; 2025Q1: 4,238 shares; 2025Q2: 4,308 shares; 2025Q3: 4,249 shares; 2025Q4: 4,683 shares; 2026Q1: 4,758 shares 4,758 $345K 0.12% +75 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,054 shares; 2025Q1: 1,057 shares; 2025Q2: 1,076 shares; 2025Q3: 1,041 shares; 2025Q4: 1,265 shares; 2026Q1: 1,435 shares 1,435 $344K 0.12% +170 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 877 shares 877 $333K 0.11% +128 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: 9,078 shares; 2024Q4: 8,702 shares; 2025Q1: 8,260 shares; 2025Q2: 9,573 shares; 2025Q3: 9,326 shares; 2025Q4: 10,686 shares; 2026Q1: 11,537 shares 11,537 $331K 0.11% +851 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares 1,255 $329K 0.11% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,980 shares; 2025Q1: 2,159 shares; 2025Q2: 2,368 shares; 2025Q3: 2,320 shares; 2025Q4: 2,359 shares; 2026Q1: 2,254 shares 2,254 $327K 0.11% -105 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,986 shares; 2026Q1: 2,123 shares 2,123 $324K 0.11% +137 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 82 shares; 2026Q1: 96 shares 96 $324K 0.11% +14 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: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 444 shares 444 $323K 0.11% +73 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,842 shares; 2024Q4: 30,272 shares; 2025Q1: 27,924 shares; 2025Q2: 27,252 shares; 2025Q3: 25,435 shares; 2025Q4: 20,347 shares; 2026Q1: 19,047 shares 19,047 $323K 0.11% -1,300 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: 422 shares; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 427 shares; 2025Q3: 435 shares; 2025Q4: 410 shares; 2026Q1: 473 shares 473 $323K 0.11% +63 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: 5,014 shares; 2024Q4: 3,849 shares; 2025Q1: 3,858 shares; 2025Q2: 2,924 shares; 2025Q3: 2,869 shares; 2025Q4: 2,927 shares; 2026Q1: 3,569 shares 3,569 $320K 0.11% +642 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 9,981 shares; 2025Q1: 10,306 shares; 2025Q2: 10,316 shares; 2025Q3: 10,096 shares; 2025Q4: 6,943 shares; 2026Q1: 5,920 shares 5,920 $316K 0.11% -1,023 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 1,037 shares 1,037 $315K 0.11% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,838 shares; 2026Q1: 3,445 shares 3,445 $312K 0.11% -1,393 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: 1,555 shares; 2024Q4: 1,631 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 3,057 shares; 2025Q4: 1,715 shares; 2026Q1: 1,450 shares 1,450 $306K 0.11% -265 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 730 shares; 2026Q1: 769 shares 769 $306K 0.11% +39 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,104 shares; 2026Q1: 2,577 shares 2,577 $306K 0.11% +473 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 1,446 shares 1,446 $306K 0.11% +176 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: 2,392 shares; 2024Q4: 1,619 shares; 2025Q1: 1,650 shares; 2025Q2: 2,157 shares; 2025Q3: 1,982 shares; 2025Q4: 1,690 shares; 2026Q1: 1,941 shares 1,941 $305K 0.11% +251 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: 1,904 shares; 2024Q4: 1,969 shares; 2025Q1: 1,703 shares; 2025Q2: 1,715 shares; 2025Q3: 1,670 shares; 2025Q4: 1,593 shares; 2026Q1: 1,490 shares 1,490 $303K 0.1% -103 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,432 shares; 2025Q1: 2,212 shares; 2025Q2: 2,201 shares; 2025Q3: 2,046 shares; 2025Q4: 1,387 shares; 2026Q1: 1,006 shares 1,006 $303K 0.1% -381 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,483 shares; 2025Q1: 1,329 shares; 2025Q2: 1,029 shares; 2025Q3: 864 shares; 2025Q4: 701 shares; 2026Q1: 651 shares 651 $302K 0.1% -50 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: 834 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 1,051 shares 1,051 $302K 0.1% +192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 939 shares 939 $299K 0.1% +198 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,740 shares 2,740 $297K 0.1% 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: 1,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares; 2026Q1: 2,222 shares 2,222 $294K 0.1% +502 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,370 shares; 2025Q1: 1,334 shares; 2025Q2: 1,234 shares; 2025Q3: 1,198 shares; 2025Q4: 1,302 shares; 2026Q1: 1,368 shares 1,368 $293K 0.1% +66 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: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 338 shares; 2025Q4: not reported; 2026Q1: 2,792 shares 2,792 $292K 0.1% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603 shares; 2026Q1: 2,156 shares 2,156 $292K 0.1% +553 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 5,233 shares; 2025Q1: 3,969 shares; 2025Q2: 4,185 shares; 2025Q3: 4,121 shares; 2025Q4: 2,965 shares; 2026Q1: 2,972 shares 2,972 $289K 0.1% +7 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: 11,870 shares; 2024Q4: 10,778 shares; 2025Q1: 10,032 shares; 2025Q2: 7,476 shares; 2025Q3: 7,440 shares; 2025Q4: 7,226 shares; 2026Q1: 7,021 shares 7,021 $288K 0.1% -205 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,967 shares; 2026Q1: 2,465 shares 2,465 $285K 0.1% +498 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 846 shares; 2025Q4: 1,053 shares; 2026Q1: 1,343 shares 1,343 $282K 0.1% +290 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 3,999 shares; 2025Q4: not reported; 2026Q1: 4,586 shares 4,586 $281K 0.1% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,480 shares; 2024Q4: 14,487 shares; 2025Q1: 12,536 shares; 2025Q2: 12,121 shares; 2025Q3: 11,692 shares; 2025Q4: 7,578 shares; 2026Q1: 6,233 shares 6,233 $279K 0.1% -1,345 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 6,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,568 shares; 2026Q1: 5,488 shares 5,488 $278K 0.1% +920 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $277K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,863 shares 2,863 $276K 0.1% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 14,009 shares; 2025Q1: 14,028 shares; 2025Q2: 13,967 shares; 2025Q3: 11,053 shares; 2025Q4: 9,601 shares; 2026Q1: 7,735 shares 7,735 $272K 0.09% -1,866 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,503 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 16,565 shares; 2025Q3: 16,565 shares; 2025Q4: 13,290 shares; 2026Q1: 13,290 shares 13,290 $265K 0.09% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares 192 $265K 0.09% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares; 2025Q4: 1,239 shares; 2026Q1: 1,386 shares 1,386 $264K 0.09% +147 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,940 shares; 2025Q1: 2,355 shares; 2025Q2: 3,342 shares; 2025Q3: 4,501 shares; 2025Q4: 1,736 shares; 2026Q1: 1,454 shares 1,454 $264K 0.09% -282 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,889 shares 2,889 $263K 0.09% new 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: 5,586 shares; 2024Q4: 5,641 shares; 2025Q1: 6,840 shares; 2025Q2: 9,009 shares; 2025Q3: 9,304 shares; 2025Q4: 3,124 shares; 2026Q1: 2,323 shares 2,323 $263K 0.09% -801 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: 1,906 shares; 2024Q4: 1,905 shares; 2025Q1: 1,826 shares; 2025Q2: 1,641 shares; 2025Q3: 1,231 shares; 2025Q4: 1,482 shares; 2026Q1: 1,370 shares 1,370 $260K 0.09% -112 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,068 shares; 2024Q4: 25,969 shares; 2025Q1: 36,028 shares; 2025Q2: 28,609 shares; 2025Q3: 25,130 shares; 2025Q4: 18,547 shares; 2026Q1: 18,547 shares 18,547 $259K 0.09% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 1,028 shares; 2025Q2: 1,079 shares; 2025Q3: 1,051 shares; 2025Q4: 963 shares; 2026Q1: 938 shares 938 $258K 0.09% -25 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: 8,523 shares; 2025Q1: not reported; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 7,531 shares; 2026Q1: 7,655 shares 7,655 $257K 0.09% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 442 shares 442 $255K 0.09% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,505 shares; 2025Q3: 4,167 shares; 2025Q4: not reported; 2026Q1: 4,119 shares 4,119 $255K 0.09% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 1,487 shares; 2025Q1: 2,102 shares; 2025Q2: 2,052 shares; 2025Q3: 1,786 shares; 2025Q4: not reported; 2026Q1: 1,477 shares 1,477 $255K 0.09% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,560 shares; 2025Q1: 1,895 shares; 2025Q2: 1,617 shares; 2025Q3: 2,299 shares; 2025Q4: 1,784 shares; 2026Q1: 1,693 shares 1,693 $254K 0.09% -91 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,551 shares; 2025Q1: 10,551 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares; 2026Q1: 10,551 shares 10,551 $253K 0.09% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,702 shares; 2025Q1: 2,618 shares; 2025Q2: 2,575 shares; 2025Q3: 2,386 shares; 2025Q4: 1,913 shares; 2026Q1: 1,840 shares 1,840 $252K 0.09% -73 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: 1,459 shares; 2024Q4: 1,211 shares; 2025Q1: 1,144 shares; 2025Q2: 1,294 shares; 2025Q3: 1,094 shares; 2025Q4: 889 shares; 2026Q1: 1,037 shares 1,037 $252K 0.09% +148 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 767 shares; 2026Q1: 907 shares 907 $252K 0.09% +140 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $248K 0.09% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 208 shares; 2026Q1: 187 shares 187 $247K 0.09% -21 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares; 2025Q4: 1,573 shares; 2026Q1: 1,503 shares 1,503 $246K 0.08% -70 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares; 2026Q1: 3,333 shares 3,333 $245K 0.08% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,435 shares; 2025Q1: 2,135 shares; 2025Q2: 3,008 shares; 2025Q3: 3,017 shares; 2025Q4: 2,033 shares; 2026Q1: 1,670 shares 1,670 $243K 0.08% -363 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: 2,380 shares; 2024Q4: 2,309 shares; 2025Q1: 1,998 shares; 2025Q2: 1,894 shares; 2025Q3: 1,865 shares; 2025Q4: not reported; 2026Q1: 1,648 shares 1,648 $238K 0.08% new Timeline BSVN BANK7 CORP More: the full row for BANK7 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: 5,937 shares 5,937 $237K 0.08% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 362 shares; 2026Q1: 447 shares 447 $234K 0.08% +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: 772 shares; 2024Q4: 767 shares; 2025Q1: 782 shares; 2025Q2: 816 shares; 2025Q3: 883 shares; 2025Q4: 657 shares; 2026Q1: 589 shares 589 $234K 0.08% -68 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,177 shares 1,177 $233K 0.08% new Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 4,906 shares 4,906 $229K 0.08% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares 233 $228K 0.08% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares 586 $228K 0.08% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,719 shares; 2025Q1: 1,558 shares; 2025Q2: 1,534 shares; 2025Q3: 1,401 shares; 2025Q4: 1,158 shares; 2026Q1: 1,133 shares 1,133 $227K 0.08% -25 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,587 shares 8,587 $224K 0.08% new 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: 2,165 shares; 2024Q4: 2,183 shares; 2025Q1: 2,018 shares; 2025Q2: 2,140 shares; 2025Q3: 1,607 shares; 2025Q4: 1,730 shares; 2026Q1: 1,288 shares 1,288 $223K 0.08% -442 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 4,476 shares; 2025Q1: 4,394 shares; 2025Q2: 4,680 shares; 2025Q3: 4,286 shares; 2025Q4: not reported; 2026Q1: 3,437 shares 3,437 $222K 0.08% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 510 shares 510 $221K 0.08% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,843 shares; 2025Q1: 4,301 shares; 2025Q2: 4,191 shares; 2025Q3: 3,900 shares; 2025Q4: 2,651 shares; 2026Q1: 2,247 shares 2,247 $221K 0.08% -404 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,390 shares 4,390 $221K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,981 shares 1,981 $220K 0.08% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,020 shares; 2025Q1: 4,091 shares; 2025Q2: 4,025 shares; 2025Q3: 4,093 shares; 2025Q4: 3,050 shares; 2026Q1: 2,504 shares 2,504 $217K 0.07% -546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,974 shares; 2025Q4: not reported; 2026Q1: 2,354 shares 2,354 $217K 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 701 shares; 2025Q1: 827 shares; 2025Q2: 789 shares; 2025Q3: 762 shares; 2025Q4: 652 shares; 2026Q1: 661 shares 661 $217K 0.07% +9 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: 1,506 shares 1,506 $216K 0.07% +78 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,807 shares 7,807 $213K 0.07% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,036 shares 4,036 $212K 0.07% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 17,819 shares; 2025Q1: 15,334 shares; 2025Q2: 14,722 shares; 2025Q3: 12,592 shares; 2025Q4: 14,002 shares; 2026Q1: 12,056 shares 12,056 $212K 0.07% -1,946 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,121 shares; 2025Q1: not reported; 2025Q2: 1,833 shares; 2025Q3: 1,769 shares; 2025Q4: not reported; 2026Q1: 1,437 shares 1,437 $212K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,904 shares 1,904 $209K 0.07% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957 shares 957 $207K 0.07% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,570 shares; 2025Q1: 1,393 shares; 2025Q2: 1,427 shares; 2025Q3: 1,392 shares; 2025Q4: 1,408 shares; 2026Q1: 1,362 shares 1,362 $205K 0.07% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares; 2026Q1: 1,829 shares 1,829 $204K 0.07% +115 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,906 shares; 2026Q1: 5,389 shares 5,389 $202K 0.07% -517 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: not reported; 2026Q1: 557 shares 557 $202K 0.07% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly 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: 2,218 shares 2,218 $202K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,830 shares 10,830 $187K 0.06% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 24,500 shares; 2026Q1: 13,942 shares 13,942 $172K 0.06% -10,558 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,512 shares 12,512 $144K 0.05% new Timeline