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: 217,409 shares; 2024Q4: 216,594 shares; 2025Q1: 216,594 shares; 2025Q2: 214,991 shares; 2025Q3: 212,908 shares; 2025Q4: 212,908 shares; 2026Q1: 212,363 shares 212,363 $68.1M 10.97% -545 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862,533 shares; 2024Q4: 894,751 shares; 2025Q1: 856,546 shares; 2025Q2: 844,949 shares; 2025Q3: 794,444 shares; 2025Q4: 794,444 shares; 2026Q1: 776,648 shares 776,648 $49.8M 8.02% -17,796 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,482 shares; 2024Q4: 277,751 shares; 2025Q1: 276,786 shares; 2025Q2: 294,184 shares; 2025Q3: 302,124 shares; 2025Q4: 305,085 shares; 2026Q1: 357,684 shares 357,684 $35.5M 5.72% +52,599 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,810 shares; 2024Q4: 32,708 shares; 2025Q1: 41,113 shares; 2025Q2: 43,329 shares; 2025Q3: 34,914 shares; 2025Q4: 35,058 shares; 2026Q1: 41,114 shares 41,114 $24.6M 3.96% +6,056 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,557 shares; 2024Q4: 470,393 shares; 2025Q1: 454,684 shares; 2025Q2: 454,945 shares; 2025Q3: 417,016 shares; 2025Q4: 417,321 shares; 2026Q1: 430,864 shares 430,864 $23.3M 3.75% +13,543 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: 15,745 shares; 2024Q4: 15,580 shares; 2025Q1: 15,587 shares; 2025Q2: 15,587 shares; 2025Q3: 53,657 shares; 2025Q4: 54,567 shares; 2026Q1: 62,479 shares 62,479 $15.9M 2.55% +7,912 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,405 shares; 2024Q4: 114,731 shares; 2025Q1: 124,093 shares; 2025Q2: 127,156 shares; 2025Q3: 120,841 shares; 2025Q4: 120,821 shares; 2026Q1: 122,880 shares 122,880 $15.3M 2.46% +2,059 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: 182,992 shares; 2024Q4: 184,192 shares; 2025Q1: 208,696 shares; 2025Q2: 220,532 shares; 2025Q3: 199,223 shares; 2025Q4: 199,158 shares; 2026Q1: 210,554 shares 210,554 $14.2M 2.29% +11,396 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: 34,855 shares; 2024Q4: 34,948 shares; 2025Q1: 34,968 shares; 2025Q2: 34,759 shares; 2025Q3: 34,645 shares; 2025Q4: 34,562 shares; 2026Q1: 33,982 shares 33,982 $12.6M 2.03% -580 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: 49,637 shares; 2024Q4: 45,063 shares; 2025Q1: 46,070 shares; 2025Q2: 43,893 shares; 2025Q3: 42,256 shares; 2025Q4: 41,281 shares; 2026Q1: 70,313 shares 70,313 $12.3M 1.98% +29,032 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,762 shares; 2024Q4: 45,762 shares; 2025Q1: 45,762 shares; 2025Q2: 45,762 shares; 2025Q3: 45,762 shares; 2025Q4: 45,762 shares; 2026Q1: 45,762 shares 45,762 $9.33M 1.5% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064,948 shares; 2025Q4: 3,064,948 shares; 2026Q1: 3,064,948 shares 3,064,948 $8.37M 1.35% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,422 shares; 2024Q4: 78,422 shares; 2025Q1: 78,422 shares; 2025Q2: 78,422 shares; 2025Q3: 78,422 shares; 2025Q4: 78,422 shares; 2026Q1: 78,422 shares 78,422 $7.98M 1.29% 0 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: 4,162 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 3,952 shares; 2025Q3: 3,880 shares; 2025Q4: 8,782 shares; 2026Q1: 7,916 shares 7,916 $7.89M 1.27% -866 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: 77,695 shares; 2024Q4: 66,415 shares; 2025Q1: 69,478 shares; 2025Q2: 71,216 shares; 2025Q3: 151,617 shares; 2025Q4: 184,140 shares; 2026Q1: 257,382 shares 257,382 $7.23M 1.16% +73,242 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: 74,455 shares; 2026Q1: 77,709 shares 77,709 $7.07M 1.14% +3,254 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,562 shares; 2024Q4: 89,562 shares; 2025Q1: 89,562 shares; 2025Q2: 89,562 shares; 2025Q3: 89,562 shares; 2025Q4: 89,562 shares; 2026Q1: 84,766 shares 84,766 $6.62M 1.07% -4,796 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: 8,180 shares; 2024Q4: 8,198 shares; 2025Q1: 7,479 shares; 2025Q2: 9,855 shares; 2025Q3: 9,927 shares; 2025Q4: 10,006 shares; 2026Q1: 11,028 shares 11,028 $6.31M 1.02% +1,022 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,414 shares; 2025Q1: 5,112 shares; 2025Q2: 5,937 shares; 2025Q3: 6,263 shares; 2025Q4: 6,809 shares; 2026Q1: 9,268 shares 9,268 $6.05M 0.98% +2,459 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: 6,317 shares; 2024Q4: 10,666 shares; 2025Q1: 14,752 shares; 2025Q2: 25,354 shares; 2025Q3: 31,621 shares; 2025Q4: 34,773 shares; 2026Q1: 34,149 shares 34,149 $5.79M 0.93% -624 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: 9,490 shares; 2024Q4: 9,613 shares; 2025Q1: 9,537 shares; 2025Q2: 9,208 shares; 2025Q3: 9,139 shares; 2025Q4: 9,089 shares; 2026Q1: 19,535 shares 19,535 $5.62M 0.9% +10,446 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,720 shares; 2024Q4: 88,171 shares; 2025Q1: 89,401 shares; 2025Q2: 92,936 shares; 2025Q3: 93,514 shares; 2025Q4: 93,074 shares; 2026Q1: 96,209 shares 96,209 $5.21M 0.84% +3,135 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: 42,716 shares; 2024Q4: 36,901 shares; 2025Q1: 35,970 shares; 2025Q2: 31,640 shares; 2025Q3: 29,802 shares; 2025Q4: 30,423 shares; 2026Q1: 31,332 shares 31,332 $5.18M 0.83% +909 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: 28,076 shares; 2024Q4: 26,489 shares; 2025Q1: 26,402 shares; 2025Q2: 22,039 shares; 2025Q3: 19,136 shares; 2025Q4: 18,238 shares; 2026Q1: 17,606 shares 17,606 $5.05M 0.81% -632 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: 14,556 shares; 2024Q4: 19,053 shares; 2025Q1: 23,647 shares; 2025Q2: 23,587 shares; 2025Q3: 25,569 shares; 2025Q4: 23,364 shares; 2026Q1: 24,200 shares 24,200 $5.01M 0.81% +836 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: 26,389 shares; 2024Q4: 26,612 shares; 2025Q1: 27,439 shares; 2025Q2: 27,062 shares; 2025Q3: 26,679 shares; 2025Q4: 27,066 shares; 2026Q1: 23,178 shares 23,178 $4.83M 0.78% -3,888 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: 43,024 shares; 2024Q4: 39,316 shares; 2025Q1: 38,396 shares; 2025Q2: 38,206 shares; 2025Q3: 37,317 shares; 2025Q4: 36,982 shares; 2026Q1: 36,237 shares 36,237 $4.74M 0.76% -745 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: 77,135 shares; 2024Q4: 81,297 shares; 2025Q1: 77,935 shares; 2025Q2: 73,092 shares; 2025Q3: 78,204 shares; 2025Q4: 82,005 shares; 2026Q1: 89,199 shares 89,199 $4.64M 0.75% +7,194 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 9,659 shares; 2025Q1: 10,530 shares; 2025Q2: 11,262 shares; 2025Q3: 12,417 shares; 2025Q4: 12,929 shares; 2026Q1: 13,027 shares 13,027 $4.58M 0.74% +98 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,009 shares; 2024Q4: 39,369 shares; 2025Q1: 45,901 shares; 2025Q2: 53,452 shares; 2025Q3: 53,903 shares; 2025Q4: 54,262 shares; 2026Q1: 53,949 shares 53,949 $4.56M 0.74% -313 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: 60,901 shares; 2024Q4: 60,120 shares; 2025Q1: 57,962 shares; 2025Q2: 60,186 shares; 2025Q3: 60,971 shares; 2025Q4: 56,518 shares; 2026Q1: 56,808 shares 56,808 $4.51M 0.73% +290 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: 16,654 shares; 2024Q4: 17,188 shares; 2025Q1: 18,146 shares; 2025Q2: 19,036 shares; 2025Q3: 20,600 shares; 2025Q4: 20,414 shares; 2026Q1: 20,127 shares 20,127 $4.38M 0.71% -287 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: 17,628 shares; 2024Q4: 18,168 shares; 2025Q1: 17,185 shares; 2025Q2: 18,066 shares; 2025Q3: 19,743 shares; 2025Q4: 19,871 shares; 2026Q1: 20,772 shares 20,772 $4.32M 0.7% +901 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,794 shares; 2024Q4: 29,537 shares; 2025Q1: 24,206 shares; 2025Q2: 45,370 shares; 2025Q3: 56,999 shares; 2025Q4: 69,732 shares; 2026Q1: 73,272 shares 73,272 $4.28M 0.69% +3,540 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,465 shares; 2024Q4: 43,465 shares; 2025Q1: 43,465 shares; 2025Q2: 43,465 shares; 2025Q3: 43,465 shares; 2025Q4: 43,465 shares; 2026Q1: 43,465 shares 43,465 $4.25M 0.68% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,510 shares; 2024Q4: 108,832 shares; 2025Q1: 107,066 shares; 2025Q2: 105,026 shares; 2025Q3: 104,918 shares; 2025Q4: 83,164 shares; 2026Q1: 82,038 shares 82,038 $4.12M 0.66% -1,126 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: 99,621 shares; 2024Q4: 82,077 shares; 2025Q1: 74,569 shares; 2025Q2: 66,553 shares; 2025Q3: 65,948 shares; 2025Q4: 56,884 shares; 2026Q1: 55,023 shares 55,023 $4M 0.65% -1,861 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: 51,575 shares; 2024Q4: 51,929 shares; 2025Q1: 50,437 shares; 2025Q2: 43,836 shares; 2025Q3: 39,342 shares; 2025Q4: 36,581 shares; 2026Q1: 28,009 shares 28,009 $3.9M 0.63% -8,572 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: 8,940 shares; 2024Q4: 8,940 shares; 2025Q1: 8,940 shares; 2025Q2: 8,940 shares; 2025Q3: 8,940 shares; 2025Q4: 8,940 shares; 2026Q1: 8,940 shares 8,940 $3.85M 0.62% 0 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: 53,646 shares; 2024Q4: 48,894 shares; 2025Q1: 47,826 shares; 2025Q2: 46,783 shares; 2025Q3: 45,244 shares; 2025Q4: 43,319 shares; 2026Q1: 39,043 shares 39,043 $3.77M 0.61% -4,276 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,049 shares; 2024Q4: 58,396 shares; 2025Q1: 58,376 shares; 2025Q2: 59,579 shares; 2025Q3: 59,238 shares; 2025Q4: 59,142 shares; 2026Q1: 59,983 shares 59,983 $3.75M 0.6% +841 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: 7,806 shares; 2024Q4: 7,931 shares; 2025Q1: 8,004 shares; 2025Q2: 7,881 shares; 2025Q3: 7,854 shares; 2025Q4: 7,722 shares; 2026Q1: 7,255 shares 7,255 $3.63M 0.58% -467 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: 6,050 shares; 2024Q4: 16,164 shares; 2025Q1: 19,739 shares; 2025Q2: 21,331 shares; 2025Q3: 21,983 shares; 2025Q4: 26,324 shares; 2026Q1: 27,263 shares 27,263 $3.6M 0.58% +939 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: not reported; 2024Q4: 6,469 shares; 2025Q1: 10,421 shares; 2025Q2: 12,977 shares; 2025Q3: 15,810 shares; 2025Q4: 17,067 shares; 2026Q1: 13,850 shares 13,850 $3.39M 0.55% -3,217 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,267 shares; 2024Q4: 56,964 shares; 2025Q1: 64,565 shares; 2025Q2: 68,717 shares; 2025Q3: 69,753 shares; 2025Q4: 68,649 shares; 2026Q1: 67,996 shares 67,996 $3.28M 0.53% -653 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: 30,763 shares; 2024Q4: 27,171 shares; 2025Q1: 27,002 shares; 2025Q2: 26,985 shares; 2025Q3: 27,286 shares; 2025Q4: 26,217 shares; 2026Q1: 24,698 shares 24,698 $3.24M 0.52% -1,519 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,062 shares; 2024Q4: 58,977 shares; 2025Q1: 58,218 shares; 2025Q2: 56,692 shares; 2025Q3: 58,836 shares; 2025Q4: 61,996 shares; 2026Q1: 66,018 shares 66,018 $3.03M 0.49% +4,022 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: 1,190 shares; 2024Q4: 2,915 shares; 2025Q1: 4,736 shares; 2025Q2: 6,721 shares; 2025Q3: 9,781 shares; 2025Q4: 16,765 shares; 2026Q1: 19,261 shares 19,261 $2.99M 0.48% +2,496 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,304 shares; 2024Q4: 198,249 shares; 2025Q1: 194,129 shares; 2025Q2: 205,501 shares; 2025Q3: 210,730 shares; 2025Q4: 191,879 shares; 2026Q1: 186,904 shares 186,904 $2.93M 0.47% -4,975 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 881,272 shares; 2024Q4: 801,307 shares; 2025Q1: 742,252 shares; 2025Q2: 591,804 shares; 2025Q3: 392,028 shares; 2025Q4: 386,028 shares; 2026Q1: 148,029 shares 148,029 $2.89M 0.47% -237,999 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: 10,734 shares; 2024Q4: 10,639 shares; 2025Q1: 10,509 shares; 2025Q2: 10,202 shares; 2025Q3: 10,060 shares; 2025Q4: 10,464 shares; 2026Q1: 9,618 shares 9,618 $2.83M 0.46% -846 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: 2,616 shares; 2024Q4: 2,890 shares; 2025Q1: 2,945 shares; 2025Q2: 2,909 shares; 2025Q3: 2,810 shares; 2025Q4: 8,989 shares; 2026Q1: 8,958 shares 8,958 $2.77M 0.45% -31 Timeline GSK GSK PLC More: the full row for GSK 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: 31,667 shares; 2025Q3: 51,151 shares; 2025Q4: 56,333 shares; 2026Q1: 47,771 shares 47,771 $2.64M 0.42% -8,562 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: 10,317 shares; 2024Q4: 10,391 shares; 2025Q1: 10,439 shares; 2025Q2: 10,254 shares; 2025Q3: 10,252 shares; 2025Q4: 10,364 shares; 2026Q1: 8,338 shares 8,338 $2.54M 0.41% -2,026 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: 33,507 shares; 2024Q4: 34,373 shares; 2025Q1: 34,633 shares; 2025Q2: 42,802 shares; 2025Q3: 42,869 shares; 2025Q4: 40,369 shares; 2026Q1: 41,008 shares 41,008 $2.51M 0.4% +639 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: 3,094 shares; 2024Q4: 3,352 shares; 2025Q1: 3,461 shares; 2025Q2: 3,393 shares; 2025Q3: 4,693 shares; 2025Q4: 4,513 shares; 2026Q1: 5,153 shares 5,153 $2.47M 0.4% +640 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,507 shares; 2024Q4: 38,793 shares; 2025Q1: 37,944 shares; 2025Q2: 30,576 shares; 2025Q3: 24,378 shares; 2025Q4: 22,684 shares; 2026Q1: 21,686 shares 21,686 $2.44M 0.39% -998 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,598 shares; 2025Q1: 15,214 shares; 2025Q2: 16,206 shares; 2025Q3: 16,836 shares; 2025Q4: 17,135 shares; 2026Q1: 17,295 shares 17,295 $2.34M 0.38% +160 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,400 shares; 2024Q4: 16,217 shares; 2025Q1: 16,218 shares; 2025Q2: 15,616 shares; 2025Q3: 15,555 shares; 2025Q4: 15,238 shares; 2026Q1: 13,188 shares 13,188 $2.23M 0.36% -2,050 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,895 shares; 2024Q4: 27,895 shares; 2025Q1: 27,895 shares; 2025Q2: 27,895 shares; 2025Q3: 27,895 shares; 2025Q4: 27,895 shares; 2026Q1: 27,895 shares 27,895 $2.19M 0.35% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,852 shares; 2026Q1: 7,299 shares 7,299 $2.16M 0.35% +2,447 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,485 shares; 2024Q4: 25,485 shares; 2025Q1: 25,485 shares; 2025Q2: 25,485 shares; 2025Q3: 25,479 shares; 2025Q4: 25,479 shares; 2026Q1: 25,479 shares 25,479 $2.1M 0.34% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 3,948 shares; 2025Q1: 4,033 shares; 2025Q2: 4,357 shares; 2025Q3: 4,525 shares; 2025Q4: 4,612 shares; 2026Q1: 5,975 shares 5,975 $2.02M 0.33% +1,363 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: 27,878 shares; 2024Q4: 25,875 shares; 2025Q1: 25,637 shares; 2025Q2: 25,007 shares; 2025Q3: 24,828 shares; 2025Q4: 24,742 shares; 2026Q1: 24,870 shares 24,870 $1.89M 0.3% +128 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: 21,680 shares; 2024Q4: 22,375 shares; 2025Q1: 21,246 shares; 2025Q2: 21,048 shares; 2025Q3: 21,171 shares; 2025Q4: 21,022 shares; 2026Q1: 20,865 shares 20,865 $1.89M 0.3% -157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,912 shares; 2025Q3: 27,336 shares; 2025Q4: 30,223 shares; 2026Q1: 37,093 shares 37,093 $1.88M 0.3% +6,870 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: 157,834 shares; 2024Q4: 151,617 shares; 2025Q1: 140,159 shares; 2025Q2: 130,164 shares; 2025Q3: 105,412 shares; 2025Q4: 72,815 shares; 2026Q1: 62,950 shares 62,950 $1.82M 0.29% -9,865 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,415 shares; 2024Q4: 49,141 shares; 2025Q1: 44,615 shares; 2025Q2: 44,939 shares; 2025Q3: 45,405 shares; 2025Q4: 44,911 shares; 2026Q1: 45,807 shares 45,807 $1.75M 0.28% +896 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: 13,170 shares; 2024Q4: 13,061 shares; 2025Q1: 12,984 shares; 2025Q2: 12,146 shares; 2025Q3: 11,513 shares; 2025Q4: 11,160 shares; 2026Q1: 8,702 shares 8,702 $1.73M 0.28% -2,458 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: 5,397 shares; 2024Q4: 5,479 shares; 2025Q1: 5,485 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,375 shares; 2026Q1: 3,864 shares 3,864 $1.67M 0.27% -1,511 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: 19,675 shares; 2024Q4: 19,509 shares; 2025Q1: 19,509 shares; 2025Q2: 19,114 shares; 2025Q3: 19,114 shares; 2025Q4: 21,603 shares; 2026Q1: 20,050 shares 20,050 $1.6M 0.26% -1,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,169 shares 9,169 $1.58M 0.25% new 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: 7,432 shares; 2024Q4: 7,202 shares; 2025Q1: 6,704 shares; 2025Q2: 6,091 shares; 2025Q3: 5,881 shares; 2025Q4: 5,988 shares; 2026Q1: 3,430 shares 3,430 $1.58M 0.25% -2,558 Timeline RWJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,766 shares; 2025Q4: 22,506 shares; 2026Q1: 31,078 shares 31,078 $1.57M 0.25% +8,572 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 6,817 shares; 2025Q1: 6,878 shares; 2025Q2: 4,148 shares; 2025Q3: 2,344 shares; 2025Q4: 7,418 shares; 2026Q1: 16,730 shares 16,730 $1.54M 0.25% +9,312 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: 3,637 shares; 2024Q4: 3,961 shares; 2025Q1: 4,049 shares; 2025Q2: 4,044 shares; 2025Q3: 3,985 shares; 2025Q4: 3,917 shares; 2026Q1: 5,078 shares 5,078 $1.53M 0.25% +1,161 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,947 shares; 2024Q4: 26,947 shares; 2025Q1: 26,947 shares; 2025Q2: 26,947 shares; 2025Q3: 26,947 shares; 2025Q4: 26,947 shares; 2026Q1: 26,947 shares 26,947 $1.53M 0.25% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 10,642 shares; 2025Q4: 18,534 shares; 2026Q1: 33,526 shares 33,526 $1.53M 0.25% +14,992 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,852 shares; 2026Q1: 25,985 shares 25,985 $1.48M 0.24% +7,133 Timeline IMCG 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: 4,189 shares; 2025Q1: 7,749 shares; 2025Q2: 9,425 shares; 2025Q3: 10,737 shares; 2025Q4: 13,143 shares; 2026Q1: 18,199 shares 18,199 $1.43M 0.23% +5,056 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,646 shares; 2024Q4: 36,329 shares; 2025Q1: 31,052 shares; 2025Q2: 29,410 shares; 2025Q3: 24,755 shares; 2025Q4: 16,164 shares; 2026Q1: 14,678 shares 14,678 $1.39M 0.22% -1,486 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 21,767 shares; 2025Q4: 24,855 shares; 2026Q1: 34,746 shares 34,746 $1.38M 0.22% +9,891 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 23,774 shares; 2025Q1: 25,935 shares; 2025Q2: 30,204 shares; 2025Q3: 24,164 shares; 2025Q4: 24,436 shares; 2026Q1: 13,914 shares 13,914 $1.38M 0.22% -10,522 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: 9,017 shares; 2024Q4: 8,833 shares; 2025Q1: 8,734 shares; 2025Q2: 8,467 shares; 2025Q3: 11,404 shares; 2025Q4: 11,607 shares; 2026Q1: 10,901 shares 10,901 $1.35M 0.22% -706 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,505 shares; 2025Q4: 12,164 shares; 2026Q1: 17,469 shares 17,469 $1.32M 0.21% +5,305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,065 shares; 2026Q1: 4,334 shares 4,334 $1.31M 0.21% -1,731 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 32,973 shares 32,973 $1.31M 0.21% new 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: 39,311 shares; 2024Q4: 34,766 shares; 2025Q1: 38,634 shares; 2025Q2: 38,914 shares; 2025Q3: 37,575 shares; 2025Q4: 35,959 shares; 2026Q1: 18,007 shares 18,007 $1.3M 0.21% -17,952 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: 8,995 shares; 2024Q4: 6,356 shares; 2025Q1: 5,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,002 shares; 2026Q1: 10,559 shares 10,559 $1.27M 0.2% +4,557 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,919 shares; 2025Q2: 2,144 shares; 2025Q3: 2,148 shares; 2025Q4: 22,037 shares; 2026Q1: 12,971 shares 12,971 $1.25M 0.2% -9,066 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,051 shares; 2025Q4: 13,557 shares; 2026Q1: 13,985 shares 13,985 $1.23M 0.2% +428 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: 1,955 shares; 2025Q2: 2,950 shares; 2025Q3: 3,155 shares; 2025Q4: 3,800 shares; 2026Q1: 10,434 shares 10,434 $1.21M 0.19% +6,634 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: 3,005 shares; 2024Q4: 3,256 shares; 2025Q1: 3,288 shares; 2025Q2: 3,432 shares; 2025Q3: 3,489 shares; 2025Q4: 7,186 shares; 2026Q1: 6,932 shares 6,932 $1.11M 0.18% -254 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,776 shares; 2025Q1: 2,738 shares; 2025Q2: 2,623 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $1.11M 0.18% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,158 shares; 2024Q4: 2,121 shares; 2025Q1: 2,165 shares; 2025Q2: 2,277 shares; 2025Q3: 2,153 shares; 2025Q4: 2,123 shares; 2026Q1: 1,975 shares 1,975 $1.07M 0.17% -148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,747 shares; 2026Q1: 15,868 shares 15,868 $1.05M 0.17% +2,121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,796 shares 2,796 $1.04M 0.17% new 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: 961 shares; 2024Q4: 802 shares; 2025Q1: 5,055 shares; 2025Q2: 5,005 shares; 2025Q3: 4,841 shares; 2025Q4: 3,146 shares; 2026Q1: 3,147 shares 3,147 $1.03M 0.17% +1 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,739 shares; 2025Q1: 1,733 shares; 2025Q2: 1,716 shares; 2025Q3: 1,630 shares; 2025Q4: 1,514 shares; 2026Q1: 1,393 shares 1,393 $1.01M 0.16% -121 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 874 shares; 2026Q1: 1,138 shares 1,138 $993K 0.16% +264 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,868 shares; 2025Q4: 13,476 shares; 2026Q1: 18,938 shares 18,938 $985K 0.16% +5,462 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: 1,439 shares; 2024Q4: 1,525 shares; 2025Q1: 1,574 shares; 2025Q2: 1,669 shares; 2025Q3: 3,149 shares; 2025Q4: 3,093 shares; 2026Q1: 3,448 shares 3,448 $978K 0.16% +355 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,700 shares; 2025Q1: 4,596 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,609 shares; 2026Q1: 4,521 shares 4,521 $966K 0.16% -88 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,324 shares; 2025Q1: 7,422 shares; 2025Q2: 7,725 shares; 2025Q3: 7,866 shares; 2025Q4: 7,591 shares; 2026Q1: 10,124 shares 10,124 $936K 0.15% +2,533 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: 547 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 537 shares; 2025Q3: 517 shares; 2025Q4: 281 shares; 2026Q1: 1,009 shares 1,009 $928K 0.15% +728 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: 8,032 shares; 2024Q4: 8,186 shares; 2025Q1: 8,301 shares; 2025Q2: 8,744 shares; 2025Q3: 8,645 shares; 2025Q4: 8,374 shares; 2026Q1: 3,864 shares 3,864 $925K 0.15% -4,510 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: 1,848 shares; 2024Q4: 1,943 shares; 2025Q1: 1,881 shares; 2025Q2: 1,712 shares; 2025Q3: 1,702 shares; 2025Q4: 1,710 shares; 2026Q1: 1,637 shares 1,637 $922K 0.15% -73 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 11,067 shares; 2025Q1: 10,712 shares; 2025Q2: 10,509 shares; 2025Q3: 11,799 shares; 2025Q4: 11,567 shares; 2026Q1: 13,914 shares 13,914 $920K 0.15% +2,347 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: 4,616 shares; 2024Q4: 4,331 shares; 2025Q1: 4,267 shares; 2025Q2: 4,237 shares; 2025Q3: 4,053 shares; 2025Q4: 19,801 shares; 2026Q1: 8,796 shares 8,796 $920K 0.15% -11,005 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: 1,148 shares; 2024Q4: 1,080 shares; 2025Q1: 1,075 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,060 shares; 2026Q1: 1,030 shares 1,030 $871K 0.14% -30 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,638 shares; 2025Q2: 3,089 shares; 2025Q3: 3,674 shares; 2025Q4: 3,550 shares; 2026Q1: 3,505 shares 3,505 $869K 0.14% -45 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,312 shares; 2024Q4: 16,747 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 12,339 shares; 2025Q4: 11,570 shares; 2026Q1: 11,382 shares 11,382 $866K 0.14% -188 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: 4,092 shares; 2024Q4: 4,139 shares; 2025Q1: 3,579 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares; 2025Q4: 2,727 shares; 2026Q1: 4,160 shares 4,160 $846K 0.14% +1,433 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,956 shares; 2024Q4: 7,648 shares; 2025Q1: 3,988 shares; 2025Q2: 4,733 shares; 2025Q3: 8,261 shares; 2025Q4: 8,832 shares; 2026Q1: 8,599 shares 8,599 $830K 0.13% -233 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,035 shares; 2025Q3: 9,251 shares; 2025Q4: 10,025 shares; 2026Q1: 6,928 shares 6,928 $818K 0.13% -3,097 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: 130 shares; 2024Q4: 139 shares; 2025Q1: 147 shares; 2025Q2: 144 shares; 2025Q3: 147 shares; 2025Q4: 152 shares; 2026Q1: 192 shares 192 $808K 0.13% +40 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 12,083 shares; 2025Q1: 11,361 shares; 2025Q2: 11,349 shares; 2025Q3: 11,324 shares; 2025Q4: 11,577 shares; 2026Q1: 11,278 shares 11,278 $787K 0.13% -299 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,239 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,204 shares; 2025Q4: 3,181 shares; 2026Q1: 3,202 shares 3,202 $782K 0.13% +21 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: 762 shares; 2024Q4: 813 shares; 2025Q1: 819 shares; 2025Q2: 811 shares; 2025Q3: 857 shares; 2025Q4: 837 shares; 2026Q1: 1,068 shares 1,068 $778K 0.13% +231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,173 shares; 2026Q1: 5,169 shares 5,169 $751K 0.12% -4 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: 2,464 shares; 2024Q4: 12,589 shares; 2025Q1: 12,464 shares; 2025Q2: 9,263 shares; 2025Q3: 8,839 shares; 2025Q4: 5,251 shares; 2026Q1: 4,546 shares 4,546 $748K 0.12% -705 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.12% 0 Timeline STIP 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: 2,144 shares; 2025Q4: 3,718 shares; 2026Q1: 6,807 shares 6,807 $704K 0.11% +3,089 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 9,186 shares; 2025Q1: 9,054 shares; 2025Q2: 8,753 shares; 2025Q3: 8,472 shares; 2025Q4: 10,675 shares; 2026Q1: 3,569 shares 3,569 $697K 0.11% -7,106 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: 848 shares; 2024Q4: 777 shares; 2025Q1: 770 shares; 2025Q2: 731 shares; 2025Q3: 698 shares; 2025Q4: 1,853 shares; 2026Q1: 1,553 shares 1,553 $690K 0.11% -300 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: 1,263 shares; 2024Q4: 1,383 shares; 2025Q1: 1,459 shares; 2025Q2: 1,353 shares; 2025Q3: 1,892 shares; 2025Q4: 1,934 shares; 2026Q1: 2,535 shares 2,535 $686K 0.11% +601 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: 4,486 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares; 2025Q4: 4,136 shares; 2026Q1: 4,072 shares 4,072 $668K 0.11% -64 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: 8,587 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,567 shares; 2025Q4: 8,567 shares; 2026Q1: 8,567 shares 8,567 $661K 0.11% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 2,097 shares; 2025Q3: 2,073 shares; 2025Q4: 2,106 shares; 2026Q1: 1,929 shares 1,929 $654K 0.11% -177 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: 1,402 shares; 2024Q4: 1,495 shares; 2025Q1: 1,512 shares; 2025Q2: 1,481 shares; 2025Q3: 1,542 shares; 2025Q4: 1,553 shares; 2026Q1: 2,049 shares 2,049 $652K 0.11% +496 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,150 shares; 2024Q4: 17,949 shares; 2025Q1: 15,382 shares; 2025Q2: 14,580 shares; 2025Q3: 14,709 shares; 2025Q4: 16,140 shares; 2026Q1: 14,731 shares 14,731 $648K 0.1% -1,409 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 4,024 shares; 2025Q1: 3,965 shares; 2025Q2: 2,987 shares; 2025Q3: 2,231 shares; 2025Q4: 2,177 shares; 2026Q1: 1,520 shares 1,520 $647K 0.1% -657 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,471 shares; 2025Q1: 8,493 shares; 2025Q2: 8,822 shares; 2025Q3: 8,714 shares; 2025Q4: 8,806 shares; 2026Q1: 8,655 shares 8,655 $643K 0.1% -151 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,260 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,225 shares; 2025Q4: 2,229 shares; 2026Q1: 2,103 shares 2,103 $640K 0.1% -126 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,274 shares; 2024Q4: 5,106 shares; 2025Q1: 5,186 shares; 2025Q2: 5,235 shares; 2025Q3: 4,800 shares; 2025Q4: 4,542 shares; 2026Q1: 4,477 shares 4,477 $626K 0.1% -65 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,091 shares; 2024Q4: 6,114 shares; 2025Q1: 6,333 shares; 2025Q2: 6,415 shares; 2025Q3: 6,095 shares; 2025Q4: 5,815 shares; 2026Q1: 7,680 shares 7,680 $615K 0.1% +1,865 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 289 shares; 2025Q3: 302 shares; 2025Q4: 268 shares; 2026Q1: 324 shares 324 $611K 0.1% +56 Timeline VICR VICOR CORP More: the full row for VICOR 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: 3,757 shares; 2026Q1: 3,724 shares 3,724 $600K 0.1% -33 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,487 shares; 2026Q1: 5,400 shares 5,400 $594K 0.1% -87 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 8,222 shares; 2026Q1: 8,212 shares 8,212 $589K 0.09% -10 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: 7,075 shares; 2024Q4: 7,533 shares; 2025Q1: 7,858 shares; 2025Q2: 8,887 shares; 2025Q3: 9,029 shares; 2025Q4: 10,005 shares; 2026Q1: 11,936 shares 11,936 $582K 0.09% +1,931 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: 227 shares; 2025Q3: 234 shares; 2025Q4: 251 shares; 2026Q1: 395 shares 395 $582K 0.09% +144 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: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 9,774 shares; 2026Q1: 6,124 shares 6,124 $576K 0.09% -3,650 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 13,890 shares; 2025Q4: 13,128 shares; 2026Q1: 17,203 shares 17,203 $566K 0.09% +4,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,236 shares; 2025Q4: not reported; 2026Q1: 9,560 shares 9,560 $551K 0.09% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,793 shares; 2025Q1: 5,128 shares; 2025Q2: 6,539 shares; 2025Q3: 6,623 shares; 2025Q4: 6,308 shares; 2026Q1: 9,680 shares 9,680 $545K 0.09% +3,372 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares 3,714 $543K 0.09% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 6,068 shares; 2025Q1: 6,261 shares; 2025Q2: 6,529 shares; 2025Q3: 6,528 shares; 2025Q4: 3,124 shares; 2026Q1: 2,731 shares 2,731 $538K 0.09% -393 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 11,232 shares 11,232 $537K 0.09% +5,328 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: 1,712 shares; 2024Q4: 2,019 shares; 2025Q1: 1,929 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,850 shares 1,850 $531K 0.09% -45 Timeline KORP 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: 6,301 shares; 2025Q4: 6,782 shares; 2026Q1: 11,363 shares 11,363 $530K 0.09% +4,581 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,660 shares; 2025Q1: 3,698 shares; 2025Q2: 3,990 shares; 2025Q3: 3,797 shares; 2025Q4: 4,730 shares; 2026Q1: 4,730 shares 4,730 $512K 0.08% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,609 shares; 2025Q1: 2,963 shares; 2025Q2: 2,938 shares; 2025Q3: 2,945 shares; 2025Q4: 3,061 shares; 2026Q1: 3,396 shares 3,396 $508K 0.08% +335 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 7,674 shares; 2025Q3: 7,853 shares; 2025Q4: 7,777 shares; 2026Q1: 7,596 shares 7,596 $507K 0.08% -181 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: 2,131 shares; 2024Q4: 2,222 shares; 2025Q1: 2,101 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,079 shares 2,079 $499K 0.08% -20 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: 8,056 shares; 2024Q4: 8,170 shares; 2025Q1: 8,037 shares; 2025Q2: 7,670 shares; 2025Q3: 7,264 shares; 2025Q4: 7,187 shares; 2026Q1: 6,254 shares 6,254 $485K 0.08% -933 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,867 shares; 2026Q1: 2,513 shares 2,513 $485K 0.08% +646 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,728 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares; 2026Q1: 1,651 shares 1,651 $483K 0.08% -35 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 3,224 shares; 2025Q1: 3,090 shares; 2025Q2: 3,040 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 2,328 shares 2,328 $462K 0.07% -690 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: 6,600 shares; 2024Q4: 6,222 shares; 2025Q1: 6,233 shares; 2025Q2: 5,922 shares; 2025Q3: 6,053 shares; 2025Q4: 6,090 shares; 2026Q1: 6,123 shares 6,123 $461K 0.07% +33 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,935 shares; 2025Q1: 2,059 shares; 2025Q2: 1,430 shares; 2025Q3: 2,971 shares; 2025Q4: 4,197 shares; 2026Q1: 1,829 shares 1,829 $458K 0.07% -2,368 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,195 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,132 shares; 2025Q4: 1,343 shares; 2026Q1: 1,252 shares 1,252 $455K 0.07% -91 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 2,090 shares; 2025Q1: 2,074 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 2,040 shares; 2026Q1: 1,972 shares 1,972 $455K 0.07% -68 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 699 shares; 2025Q1: 773 shares; 2025Q2: 860 shares; 2025Q3: 767 shares; 2025Q4: 979 shares; 2026Q1: 1,542 shares 1,542 $451K 0.07% +563 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: 662 shares; 2024Q4: 1,453 shares; 2025Q1: 1,649 shares; 2025Q2: 1,963 shares; 2025Q3: 2,059 shares; 2025Q4: 2,115 shares; 2026Q1: 1,082 shares 1,082 $451K 0.07% -1,033 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: 5,205 shares; 2024Q4: 5,338 shares; 2025Q1: 4,883 shares; 2025Q2: 4,883 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,851 shares 4,851 $450K 0.07% -32 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,553 shares; 2025Q1: 1,559 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,567 shares; 2026Q1: 1,359 shares 1,359 $444K 0.07% -208 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: 709 shares; 2024Q4: 682 shares; 2025Q1: 625 shares; 2025Q2: 522 shares; 2025Q3: 514 shares; 2025Q4: 555 shares; 2026Q1: 626 shares 626 $443K 0.07% +71 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 5,046 shares; 2025Q1: 4,628 shares; 2025Q2: 4,049 shares; 2025Q3: 3,632 shares; 2025Q4: 4,450 shares; 2026Q1: 4,407 shares 4,407 $443K 0.07% -43 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,125 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,056 shares 2,056 $442K 0.07% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,883 shares; 2026Q1: 2,197 shares 2,197 $427K 0.07% +314 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: not reported; 2025Q4: not reported; 2026Q1: 1,259 shares 1,259 $425K 0.07% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,407 shares; 2026Q1: 6,394 shares 6,394 $421K 0.07% -13 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $410K 0.07% 0 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,164 shares; 2024Q4: 8,624 shares; 2025Q1: 15,136 shares; 2025Q2: 19,951 shares; 2025Q3: 19,799 shares; 2025Q4: 16,706 shares; 2026Q1: 16,504 shares 16,504 $405K 0.07% -202 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 3,783 shares; 2025Q4: 4,002 shares; 2026Q1: 4,601 shares 4,601 $391K 0.06% +599 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,138 shares; 2025Q1: 3,106 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 3,054 shares; 2026Q1: 2,717 shares 2,717 $390K 0.06% -337 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: 1,900 shares; 2024Q4: 1,824 shares; 2025Q1: 1,817 shares; 2025Q2: 1,809 shares; 2025Q3: 1,813 shares; 2025Q4: 1,752 shares; 2026Q1: 1,717 shares 1,717 $388K 0.06% -35 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 2,890 shares; 2025Q1: 2,851 shares; 2025Q2: 2,843 shares; 2025Q3: 2,822 shares; 2025Q4: 2,099 shares; 2026Q1: 2,604 shares 2,604 $383K 0.06% +505 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares 785 $381K 0.06% new Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,543 shares; 2025Q1: 1,540 shares; 2025Q2: 1,549 shares; 2025Q3: 1,312 shares; 2025Q4: 1,235 shares; 2026Q1: 1,247 shares 1,247 $372K 0.06% +12 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 3,890 shares 3,890 $359K 0.06% new Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 5,984 shares; 2025Q1: 5,866 shares; 2025Q2: 6,293 shares; 2025Q3: 6,175 shares; 2025Q4: 6,506 shares; 2026Q1: 6,264 shares 6,264 $357K 0.06% -242 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: 3,238 shares; 2024Q4: 2,386 shares; 2025Q1: 1,202 shares; 2025Q2: 869 shares; 2025Q3: 779 shares; 2025Q4: 771 shares; 2026Q1: 714 shares 714 $351K 0.06% -57 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,372 shares; 2025Q1: 14,357 shares; 2025Q2: 14,043 shares; 2025Q3: 14,228 shares; 2025Q4: 14,166 shares; 2026Q1: 13,418 shares 13,418 $350K 0.06% -748 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,075 shares; 2026Q1: 2,061 shares 2,061 $342K 0.06% -14 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,494 shares; 2025Q3: 3,893 shares; 2025Q4: 5,212 shares; 2026Q1: 5,232 shares 5,232 $342K 0.06% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,915 shares; 2026Q1: 1,864 shares 1,864 $340K 0.05% -51 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,111 shares; 2025Q4: 2,018 shares; 2026Q1: 2,695 shares 2,695 $332K 0.05% +677 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: 3,461 shares; 2024Q4: 3,296 shares; 2025Q1: 3,282 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,316 shares; 2026Q1: 3,209 shares 3,209 $329K 0.05% -107 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: 40,390 shares; 2024Q4: 60,268 shares; 2025Q1: 64,717 shares; 2025Q2: 28,331 shares; 2025Q3: 6,719 shares; 2025Q4: 6,048 shares; 2026Q1: 5,390 shares 5,390 $327K 0.05% -658 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: 1,439 shares; 2024Q4: 1,565 shares; 2025Q1: 1,619 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares; 2025Q4: 1,087 shares; 2026Q1: 1,375 shares 1,375 $325K 0.05% +288 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,485 shares 2,485 $322K 0.05% -266 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 6,680 shares; 2025Q2: 7,132 shares; 2025Q3: 7,126 shares; 2025Q4: 7,559 shares; 2026Q1: 7,445 shares 7,445 $318K 0.05% -114 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 6,606 shares; 2025Q3: 6,606 shares; 2025Q4: 6,606 shares; 2026Q1: 6,606 shares 6,606 $317K 0.05% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $315K 0.05% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 4,265 shares; 2026Q1: 4,233 shares 4,233 $313K 0.05% -32 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: 776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 1,626 shares 1,626 $308K 0.05% -2,984 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 10,383 shares; 2025Q1: 42,135 shares; 2025Q2: 48,774 shares; 2025Q3: 49,703 shares; 2025Q4: 49,261 shares; 2026Q1: 50,746 shares 50,746 $307K 0.05% +1,485 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,599 shares; 2025Q1: 1,364 shares; 2025Q2: 1,380 shares; 2025Q3: 1,356 shares; 2025Q4: 1,482 shares; 2026Q1: 1,512 shares 1,512 $306K 0.05% +30 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares 6,204 $305K 0.05% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 933 shares; 2025Q3: 902 shares; 2025Q4: 958 shares; 2026Q1: 1,295 shares 1,295 $302K 0.05% +337 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares 3,950 $297K 0.05% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,486 shares 1,486 $290K 0.05% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,463 shares; 2025Q2: 1,483 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,577 shares 1,577 $288K 0.05% -4 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 3,082 shares; 2025Q4: 2,943 shares; 2026Q1: 2,943 shares 2,943 $286K 0.05% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares 1,396 $286K 0.05% 0 Timeline IAGG 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: 5,702 shares 5,702 $285K 0.05% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 5,477 shares; 2025Q4: 5,696 shares; 2026Q1: 5,475 shares 5,475 $284K 0.05% -221 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,203 shares; 2025Q2: 1,307 shares; 2025Q3: 1,300 shares; 2025Q4: 1,414 shares; 2026Q1: 1,776 shares 1,776 $280K 0.05% +362 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,068 shares; 2024Q4: 29,054 shares; 2025Q1: 14,672 shares; 2025Q2: 8,461 shares; 2025Q3: 5,452 shares; 2025Q4: 5,419 shares; 2026Q1: 4,532 shares 4,532 $280K 0.05% -887 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,107 shares; 2026Q1: 3,107 shares 3,107 $280K 0.05% -1,000 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,318 shares; 2025Q2: 14,676 shares; 2025Q3: 14,262 shares; 2025Q4: 14,963 shares; 2026Q1: 14,021 shares 14,021 $272K 0.04% -942 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 4,609 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,696 shares 3,696 $272K 0.04% -131 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 838 shares 838 $269K 0.04% +4 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $269K 0.04% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,809 shares; 2026Q1: 1,832 shares 1,832 $265K 0.04% +23 Timeline ATRC ATRICURE INC More: the full row for ATRICURE 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: 8,340 shares; 2025Q3: 8,310 shares; 2025Q4: 8,805 shares; 2026Q1: 9,282 shares 9,282 $265K 0.04% +477 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 3,673 shares; 2025Q1: 3,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,523 shares 1,523 $261K 0.04% new Timeline USHY 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: 7,062 shares 7,062 $260K 0.04% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,782 shares; 2024Q4: 18,899 shares; 2025Q1: 16,952 shares; 2025Q2: 19,950 shares; 2025Q3: 18,868 shares; 2025Q4: 20,518 shares; 2026Q1: 32,719 shares 32,719 $257K 0.04% +12,201 Timeline TLTW 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: 11,322 shares 11,322 $256K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $255K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,264 shares; 2026Q1: 1,214 shares 1,214 $253K 0.04% -50 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: 2,147 shares; 2024Q4: 1,792 shares; 2025Q1: 1,775 shares; 2025Q2: 1,717 shares; 2025Q3: 1,645 shares; 2025Q4: 1,744 shares; 2026Q1: 1,745 shares 1,745 $252K 0.04% +1 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 384 shares 384 $250K 0.04% -18 Timeline LXU LSB INDS INC More: the full row for LSB 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: 14,317 shares; 2025Q3: 16,239 shares; 2025Q4: 16,668 shares; 2026Q1: 16,668 shares 16,668 $248K 0.04% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 7,129 shares 7,129 $248K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 282 shares; 2026Q1: 226 shares 226 $247K 0.04% -56 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: 2,184 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,184 shares 2,184 $247K 0.04% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,667 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares; 2026Q1: 12,310 shares 12,310 $247K 0.04% 0 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,145 shares; 2025Q1: 15,198 shares; 2025Q2: 16,142 shares; 2025Q3: 16,205 shares; 2025Q4: 17,109 shares; 2026Q1: 17,814 shares 17,814 $245K 0.04% +705 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,506 shares; 2025Q4: 1,812 shares; 2026Q1: 1,672 shares 1,672 $243K 0.04% -140 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,166 shares; 2024Q4: 15,039 shares; 2025Q1: 15,126 shares; 2025Q2: 14,461 shares; 2025Q3: 13,914 shares; 2025Q4: 14,040 shares; 2026Q1: 2,727 shares 2,727 $241K 0.04% -11,313 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: 904 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 908 shares; 2026Q1: 903 shares 903 $235K 0.04% -5 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares 2,530 $233K 0.04% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,234 shares 1,234 $232K 0.04% -401 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 10,303 shares 10,303 $232K 0.04% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,231 shares 2,231 $229K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares 665 $228K 0.04% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 908 shares 908 $228K 0.04% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL 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: 9,874 shares; 2026Q1: 9,508 shares 9,508 $228K 0.04% -366 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,564 shares 3,564 $226K 0.04% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,638 shares; 2025Q3: 3,550 shares; 2025Q4: 3,561 shares; 2026Q1: 3,545 shares 3,545 $225K 0.04% -16 Timeline SMMV 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: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,955 shares; 2025Q2: 5,881 shares; 2025Q3: 5,322 shares; 2025Q4: 5,077 shares; 2026Q1: 5,039 shares 5,039 $220K 0.04% -38 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares 760 $215K 0.03% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 891 shares; 2025Q1: 892 shares; 2025Q2: 1,006 shares; 2025Q3: 1,013 shares; 2025Q4: 723 shares; 2026Q1: 181 shares 181 $210K 0.03% -542 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares 1,064 $209K 0.03% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,047 shares; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $207K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,282 shares 2,282 $206K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $205K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 8,628 shares; 2025Q1: 8,523 shares; 2025Q2: 9,183 shares; 2025Q3: 7,893 shares; 2025Q4: 2,356 shares; 2026Q1: 1,697 shares 1,697 $201K 0.03% -659 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,242 shares; 2024Q4: 11,424 shares; 2025Q1: 11,953 shares; 2025Q2: 12,098 shares; 2025Q3: 12,098 shares; 2025Q4: 12,124 shares; 2026Q1: 12,885 shares 12,885 $194K 0.03% +761 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 11,588 shares; 2025Q1: 14,198 shares; 2025Q2: 16,361 shares; 2025Q3: 16,238 shares; 2025Q4: 17,986 shares; 2026Q1: 23,699 shares 23,699 $188K 0.03% +5,713 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: not reported; 2025Q1: 11,123 shares; 2025Q2: 11,525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,856 shares 11,856 $114K 0.02% new Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR 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: 18,768 shares; 2025Q3: 16,946 shares; 2025Q4: 15,964 shares; 2026Q1: 15,977 shares 15,977 $51.4K 0.01% +13 Timeline KOPN KOPIN CORP More: the full row for KOPIN 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: 46,303 shares; 2026Q1: 10,341 shares 10,341 $23.3K <0.01% -35,962 Timeline