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: 418,082 shares; 2024Q4: 420,224 shares; 2025Q1: 419,830 shares; 2025Q2: 418,128 shares; 2025Q3: 418,982 shares; 2025Q4: 417,814 shares; 2026Q1: 417,001 shares 417,001 $272M 17.3% -813 Timeline JPST 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: 2,362,565 shares; 2024Q4: 2,483,092 shares; 2025Q1: 2,682,578 shares; 2025Q2: 3,814,842 shares; 2025Q3: 3,867,938 shares; 2025Q4: 4,884,480 shares; 2026Q1: 4,759,095 shares 4,759,095 $241M 15.32% -125,385 Timeline ICSH 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: 834,227 shares; 2024Q4: 2,180,482 shares; 2025Q1: 2,251,651 shares; 2025Q2: 2,220,761 shares; 2025Q3: 2,179,609 shares; 2025Q4: 4,025,851 shares; 2026Q1: 4,154,724 shares 4,154,724 $210M 13.38% +128,873 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,136 shares; 2024Q4: 596,452 shares; 2025Q1: 609,195 shares; 2025Q2: 606,215 shares; 2025Q3: 601,421 shares; 2025Q4: 510,294 shares; 2026Q1: 501,462 shares 501,462 $63.5M 4.04% -8,832 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: 110,933 shares; 2024Q4: 113,428 shares; 2025Q1: 117,260 shares; 2025Q2: 117,031 shares; 2025Q3: 116,170 shares; 2025Q4: 101,893 shares; 2026Q1: 100,312 shares 100,312 $55.1M 3.5% -1,581 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: 248,649 shares; 2024Q4: 245,047 shares; 2025Q1: 240,212 shares; 2025Q2: 241,229 shares; 2025Q3: 240,865 shares; 2025Q4: 237,246 shares; 2026Q1: 236,429 shares 236,429 $49.2M 3.13% -817 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: 158,499 shares; 2024Q4: 167,481 shares; 2025Q1: 167,451 shares; 2025Q2: 166,478 shares; 2025Q3: 163,271 shares; 2025Q4: 164,357 shares; 2026Q1: 165,126 shares 165,126 $47.5M 3.02% +769 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: 41,625 shares; 2024Q4: 41,934 shares; 2025Q1: 42,105 shares; 2025Q2: 41,912 shares; 2025Q3: 42,201 shares; 2025Q4: 45,237 shares; 2026Q1: 45,089 shares 45,089 $44.9M 2.86% -148 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: 108,963 shares; 2024Q4: 111,168 shares; 2025Q1: 111,292 shares; 2025Q2: 111,885 shares; 2025Q3: 112,873 shares; 2025Q4: 113,455 shares; 2026Q1: 113,927 shares 113,927 $42.2M 2.68% +472 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: 125,134 shares; 2024Q4: 123,300 shares; 2025Q1: 122,113 shares; 2025Q2: 122,157 shares; 2025Q3: 122,878 shares; 2025Q4: 119,718 shares; 2026Q1: 118,474 shares 118,474 $34.9M 2.22% -1,244 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: 114,365 shares; 2024Q4: 114,163 shares; 2025Q1: 116,223 shares; 2025Q2: 116,581 shares; 2025Q3: 116,477 shares; 2025Q4: 113,369 shares; 2026Q1: 113,749 shares 113,749 $34.4M 2.19% +380 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: 9,723 shares; 2024Q4: 154,720 shares; 2025Q1: 179,152 shares; 2025Q2: 179,054 shares; 2025Q3: 208,055 shares; 2025Q4: 191,832 shares; 2026Q1: 189,078 shares 189,078 $33M 2.1% -2,754 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: 81,724 shares; 2024Q4: 86,555 shares; 2025Q1: 91,110 shares; 2025Q2: 91,502 shares; 2025Q3: 92,407 shares; 2025Q4: 92,060 shares; 2026Q1: 91,438 shares 91,438 $32.7M 2.08% -622 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,889 shares; 2026Q1: 37,766 shares 37,766 $31.9M 2.03% +877 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,344 shares; 2024Q4: 122,198 shares; 2025Q1: 122,504 shares; 2025Q2: 121,034 shares; 2025Q3: 120,963 shares; 2025Q4: 128,686 shares; 2026Q1: 128,314 shares 128,314 $29.5M 1.88% -372 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: 39,920 shares; 2024Q4: 42,818 shares; 2025Q1: 42,364 shares; 2025Q2: 42,015 shares; 2025Q3: 42,064 shares; 2025Q4: 43,936 shares; 2026Q1: 43,111 shares 43,111 $29.4M 1.87% -825 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: 58,573 shares; 2024Q4: 57,698 shares; 2025Q1: 57,422 shares; 2025Q2: 57,360 shares; 2025Q3: 57,487 shares; 2025Q4: 56,186 shares; 2026Q1: 55,901 shares 55,901 $26.8M 1.7% -285 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: 42,723 shares; 2024Q4: 33,560 shares; 2025Q1: 31,023 shares; 2025Q2: 30,199 shares; 2025Q3: 30,079 shares; 2025Q4: 28,117 shares; 2026Q1: 28,073 shares 28,073 $25.8M 1.64% -44 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: 59,770 shares; 2024Q4: 60,864 shares; 2025Q1: 61,455 shares; 2025Q2: 60,923 shares; 2025Q3: 60,689 shares; 2025Q4: 58,344 shares; 2026Q1: 57,792 shares 57,792 $25.8M 1.64% -552 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: 141,369 shares; 2024Q4: 147,364 shares; 2025Q1: 150,992 shares; 2025Q2: 150,016 shares; 2025Q3: 151,269 shares; 2025Q4: 152,324 shares; 2026Q1: 151,639 shares 151,639 $25.6M 1.63% -685 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: 258,397 shares; 2024Q4: 269,709 shares; 2025Q1: 269,939 shares; 2025Q2: 265,494 shares; 2025Q3: 270,735 shares; 2025Q4: 278,270 shares; 2026Q1: 273,806 shares 273,806 $24.8M 1.58% -4,464 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: 87,322 shares; 2024Q4: 89,210 shares; 2025Q1: 82,770 shares; 2025Q2: 82,770 shares; 2025Q3: 96,940 shares; 2025Q4: 96,068 shares; 2026Q1: 94,336 shares 94,336 $23.9M 1.52% -1,732 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: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 2,596 shares; 2025Q3: 4,019 shares; 2025Q4: 72,394 shares; 2026Q1: 75,391 shares 75,391 $23.3M 1.48% +2,997 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: 43,139 shares; 2024Q4: 45,312 shares; 2025Q1: 44,887 shares; 2025Q2: 44,949 shares; 2025Q3: 44,726 shares; 2025Q4: 45,240 shares; 2026Q1: 45,103 shares 45,103 $22.2M 1.41% -137 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: 57,620 shares; 2024Q4: 56,205 shares; 2025Q1: 55,550 shares; 2025Q2: 55,162 shares; 2025Q3: 55,139 shares; 2025Q4: 53,888 shares; 2026Q1: 53,492 shares 53,492 $17.2M 1.09% -396 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: 34,799 shares; 2024Q4: 34,465 shares; 2025Q1: 33,264 shares; 2025Q2: 33,264 shares; 2025Q3: 33,912 shares; 2025Q4: 31,698 shares; 2026Q1: 31,007 shares 31,007 $8.89M 0.57% -691 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,764 shares; 2024Q4: 27,729 shares; 2025Q1: 27,623 shares; 2025Q2: 27,623 shares; 2025Q3: 27,623 shares; 2025Q4: 54,592 shares; 2026Q1: 54,152 shares 54,152 $7.2M 0.46% -440 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,002 shares; 2025Q4: 82,067 shares; 2026Q1: 82,067 shares 82,067 $6.22M 0.4% 0 Timeline SPYX 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: 115,369 shares; 2024Q4: 115,369 shares; 2025Q1: 115,199 shares; 2025Q2: 114,546 shares; 2025Q3: 101,531 shares; 2025Q4: 100,831 shares; 2026Q1: 100,831 shares 100,831 $5.35M 0.34% 0 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: 8,754 shares; 2024Q4: 8,656 shares; 2025Q1: 8,356 shares; 2025Q2: 8,356 shares; 2025Q3: 8,629 shares; 2025Q4: 8,120 shares; 2026Q1: 8,120 shares 8,120 $4.85M 0.31% 0 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: 12,885 shares; 2024Q4: 11,953 shares; 2025Q1: 11,825 shares; 2025Q2: 11,795 shares; 2025Q3: 11,649 shares; 2025Q4: 10,765 shares; 2026Q1: 10,673 shares 10,673 $4.55M 0.29% -92 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: 29,448 shares; 2024Q4: 29,594 shares; 2025Q1: 28,970 shares; 2025Q2: 29,526 shares; 2025Q3: 29,768 shares; 2025Q4: 27,236 shares; 2026Q1: 26,828 shares 26,828 $3.88M 0.25% -408 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: 4,538 shares; 2024Q4: 4,473 shares; 2025Q1: 4,457 shares; 2025Q2: 4,457 shares; 2025Q3: 4,457 shares; 2025Q4: 4,255 shares; 2026Q1: 4,240 shares 4,240 $2.77M 0.18% -15 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: 15,073 shares; 2024Q4: 12,617 shares; 2025Q1: 12,148 shares; 2025Q2: 11,875 shares; 2025Q3: 11,875 shares; 2025Q4: 9,753 shares; 2026Q1: 9,635 shares 9,635 $2.06M 0.13% -118 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,329 shares; 2024Q4: 60,329 shares; 2025Q1: 60,329 shares; 2025Q2: 60,135 shares; 2025Q3: 59,799 shares; 2025Q4: 58,084 shares; 2026Q1: 58,084 shares 58,084 $2.06M 0.13% 0 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: 12,908 shares; 2024Q4: 15,768 shares; 2025Q1: 15,848 shares; 2025Q2: 15,848 shares; 2025Q3: 16,375 shares; 2025Q4: 15,838 shares; 2026Q1: 15,838 shares 15,838 $1.97M 0.13% 0 Timeline SDG 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: 21,654 shares; 2024Q4: 21,702 shares; 2025Q1: 21,682 shares; 2025Q2: 21,677 shares; 2025Q3: 21,446 shares; 2025Q4: 21,421 shares; 2026Q1: 21,421 shares 21,421 $1.8M 0.11% 0 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: 2,440 shares; 2024Q4: 18,020 shares; 2025Q1: 18,690 shares; 2025Q2: 18,690 shares; 2025Q3: 18,690 shares; 2025Q4: 18,599 shares; 2026Q1: 18,599 shares 18,599 $1.4M 0.09% 0 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: 3,328 shares; 2024Q4: 4,363 shares; 2025Q1: 4,466 shares; 2025Q2: 4,466 shares; 2025Q3: 4,917 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares 4,522 $1.37M 0.09% 0 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: 10,985 shares; 2024Q4: 9,925 shares; 2025Q1: 9,921 shares; 2025Q2: 9,732 shares; 2025Q3: 9,782 shares; 2025Q4: 9,134 shares; 2026Q1: 8,572 shares 8,572 $1.33M 0.08% -562 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: 3,437 shares; 2024Q4: 3,437 shares; 2025Q1: 3,437 shares; 2025Q2: 3,791 shares; 2025Q3: 4,708 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $1.32M 0.08% 0 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: 5,724 shares; 2024Q4: 5,121 shares; 2025Q1: 4,712 shares; 2025Q2: 5,512 shares; 2025Q3: 6,414 shares; 2025Q4: 5,153 shares; 2026Q1: 5,153 shares 5,153 $1.26M 0.08% 0 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: 1,805 shares; 2024Q4: 2,839 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares; 2026Q1: 2,859 shares 2,859 $1.22M 0.08% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,382 shares; 2024Q4: 27,447 shares; 2025Q1: 7,505 shares; 2025Q2: 8,149 shares; 2025Q3: 8,232 shares; 2025Q4: 8,149 shares; 2026Q1: 8,149 shares 8,149 $1.08M 0.07% 0 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: 13,953 shares; 2024Q4: 13,875 shares; 2025Q1: 14,336 shares; 2025Q2: 14,336 shares; 2025Q3: 15,962 shares; 2025Q4: 13,455 shares; 2026Q1: 13,828 shares 13,828 $1.07M 0.07% +373 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: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,419 shares; 2025Q2: 6,456 shares; 2025Q3: 6,692 shares; 2025Q4: 6,473 shares; 2026Q1: 6,473 shares 6,473 $1.07M 0.07% 0 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: 12,230 shares; 2024Q4: 11,899 shares; 2025Q1: 9,418 shares; 2025Q2: 9,418 shares; 2025Q3: 10,197 shares; 2025Q4: 8,860 shares; 2026Q1: 8,626 shares 8,626 $1.04M 0.07% -234 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: 988 shares; 2024Q4: 988 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 1,540 shares; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares 1,418 $1M 0.06% 0 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: 5,756 shares; 2024Q4: 5,589 shares; 2025Q1: 5,463 shares; 2025Q2: 5,698 shares; 2025Q3: 7,341 shares; 2025Q4: 5,645 shares; 2026Q1: 5,645 shares 5,645 $958K 0.06% 0 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: 1,621 shares; 2024Q4: 1,610 shares; 2025Q1: 1,623 shares; 2025Q2: 1,623 shares; 2025Q3: 1,708 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $932K 0.06% 0 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: 11,987 shares; 2024Q4: 11,441 shares; 2025Q1: 11,368 shares; 2025Q2: 12,650 shares; 2025Q3: 14,985 shares; 2025Q4: 12,227 shares; 2026Q1: 12,041 shares 12,041 $922K 0.06% -186 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: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,437 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $861K 0.05% 0 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: 2,096 shares; 2024Q4: 6,666 shares; 2025Q1: 6,994 shares; 2025Q2: 7,901 shares; 2025Q3: 5,758 shares; 2025Q4: 5,590 shares; 2026Q1: 5,388 shares 5,388 $860K 0.05% -202 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: 754 shares; 2025Q1: 754 shares; 2025Q2: 874 shares; 2025Q3: 921 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $847K 0.05% 0 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: 3,800 shares; 2024Q4: 3,724 shares; 2025Q1: 3,686 shares; 2025Q2: 4,240 shares; 2025Q3: 4,884 shares; 2025Q4: 3,918 shares; 2026Q1: 3,874 shares 3,874 $843K 0.05% -44 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: 6,005 shares; 2024Q4: 3,758 shares; 2025Q1: 3,666 shares; 2025Q2: 4,235 shares; 2025Q3: 4,362 shares; 2025Q4: 4,257 shares; 2026Q1: 4,257 shares 4,257 $821K 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,457 shares; 2025Q1: 8,457 shares; 2025Q2: 8,457 shares; 2025Q3: 8,043 shares; 2025Q4: 8,043 shares; 2026Q1: 7,197 shares 7,197 $814K 0.05% -846 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,170 shares; 2024Q4: 32,170 shares; 2025Q1: 32,170 shares; 2025Q2: 31,570 shares; 2025Q3: 31,570 shares; 2025Q4: 31,120 shares; 2026Q1: 31,120 shares 31,120 $759K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,096 shares; 2025Q1: 5,071 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 2,553 shares; 2026Q1: 2,553 shares 2,553 $733K 0.05% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 3,304 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,235 shares; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares 3,235 $676K 0.04% 0 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: 2,875 shares; 2024Q4: 2,922 shares; 2025Q1: 2,714 shares; 2025Q2: 3,049 shares; 2025Q3: 3,031 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares 2,777 $674K 0.04% 0 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: 16,849 shares; 2024Q4: 5,552 shares; 2025Q1: 5,455 shares; 2025Q2: 10,474 shares; 2025Q3: 10,474 shares; 2025Q4: 10,255 shares; 2026Q1: 10,237 shares 10,237 $656K 0.04% -18 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: 3,128 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,815 shares; 2025Q3: 3,430 shares; 2025Q4: 3,320 shares; 2026Q1: 3,120 shares 3,120 $640K 0.04% -200 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: 1,673 shares; 2024Q4: 1,390 shares; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares; 2026Q1: 1,390 shares 1,390 $607K 0.04% 0 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: 7,494 shares; 2024Q4: 6,049 shares; 2025Q1: 6,049 shares; 2025Q2: 6,955 shares; 2025Q3: 8,108 shares; 2025Q4: 6,219 shares; 2026Q1: 5,831 shares 5,831 $599K 0.04% -388 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: 5,111 shares; 2024Q4: 5,120 shares; 2025Q1: 5,110 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 5,140 shares; 2026Q1: 5,040 shares 5,040 $596K 0.04% -100 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: 3,510 shares; 2024Q4: 3,365 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,831 shares; 2025Q4: 3,386 shares; 2026Q1: 3,386 shares 3,386 $565K 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,289 shares; 2025Q1: 8,289 shares; 2025Q2: 8,289 shares; 2025Q3: 8,289 shares; 2025Q4: 7,908 shares; 2026Q1: 7,908 shares 7,908 $561K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,551 shares; 2024Q4: 14,154 shares; 2025Q1: 3,720 shares; 2025Q2: 3,860 shares; 2025Q3: 3,925 shares; 2025Q4: 2,985 shares; 2026Q1: 2,754 shares 2,754 $546K 0.03% -231 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: 9,128 shares; 2024Q4: 9,128 shares; 2025Q1: 7,769 shares; 2025Q2: 7,769 shares; 2025Q3: 7,913 shares; 2025Q4: 6,351 shares; 2026Q1: 5,509 shares 5,509 $536K 0.03% -842 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: 640 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 562 shares; 2025Q4: 5,480 shares; 2026Q1: 5,480 shares 5,480 $527K 0.03% 0 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: 2,316 shares; 2024Q4: 2,295 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,620 shares; 2025Q4: 1,542 shares; 2026Q1: 1,398 shares 1,398 $520K 0.03% -144 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,873 shares; 2025Q1: 1,746 shares; 2025Q2: 2,076 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares 1,576 $515K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 7,458 shares; 2025Q1: 6,869 shares; 2025Q2: 6,869 shares; 2025Q3: 6,892 shares; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares 5,254 $506K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 884 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $503K 0.03% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,358 shares; 2025Q4: 1,982 shares; 2026Q1: 1,982 shares 1,982 $480K 0.03% 0 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: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 1,373 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $449K 0.03% 0 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: 2,248 shares; 2024Q4: 1,852 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,783 shares; 2025Q4: 1,777 shares; 2026Q1: 1,777 shares 1,777 $441K 0.03% 0 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: 2,725 shares; 2024Q4: 3,561 shares; 2025Q1: 2,383 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,235 shares; 2026Q1: 2,191 shares 2,191 $416K 0.03% -44 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,735 shares; 2025Q2: 2,759 shares; 2025Q3: 2,899 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares 2,787 $410K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares; 2025Q4: 4,536 shares; 2026Q1: 4,536 shares 4,536 $398K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,381 shares; 2025Q1: 1,381 shares; 2025Q2: 1,381 shares; 2025Q3: 1,470 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $398K 0.03% 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 351 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares 1,143 $387K 0.02% 0 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: 530 shares; 2024Q4: 1,337 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: 1,618 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $356K 0.02% 0 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: 2,082 shares; 2024Q4: 1,955 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295 $339K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690 $332K 0.02% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 1,160 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares 944 $323K 0.02% 0 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 10,695 shares; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares; 2026Q1: 10,695 shares 10,695 $318K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,662 shares; 2025Q1: 3,065 shares; 2025Q2: 2,808 shares; 2025Q3: 2,915 shares; 2025Q4: 2,554 shares; 2026Q1: 2,554 shares 2,554 $317K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 791 shares; 2025Q1: 756 shares; 2025Q2: 1,219 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares 997 $317K 0.02% 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: 939 shares; 2024Q4: 1,134 shares; 2025Q1: 1,186 shares; 2025Q2: 1,439 shares; 2025Q3: 1,558 shares; 2025Q4: 1,062 shares; 2026Q1: 962 shares 962 $316K 0.02% -100 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $305K 0.02% 0 Timeline IBDR 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: 2,500 shares; 2024Q4: 12,800 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $303K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,157 shares; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares 2,157 $298K 0.02% 0 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: 100 shares; 2024Q4: 885 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $295K 0.02% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 20,322 shares; 2025Q3: 20,322 shares; 2025Q4: 20,322 shares; 2026Q1: 20,322 shares 20,322 $294K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 655 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $293K 0.02% 0 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: 2,418 shares; 2024Q4: 2,223 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,326 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares 2,214 $285K 0.02% 0 Timeline IBDT 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: 1,200 shares; 2024Q4: 11,600 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $284K 0.02% 0 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 6,267 shares; 2025Q1: 6,967 shares; 2025Q2: 6,869 shares; 2025Q3: 6,287 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares 5,699 $284K 0.02% 0 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: 5,924 shares; 2024Q4: 3,925 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 4,033 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $273K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $268K 0.02% 0 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: 8,550 shares; 2024Q4: 7,387 shares; 2025Q1: 7,387 shares; 2025Q2: 7,387 shares; 2025Q3: 8,276 shares; 2025Q4: 6,052 shares; 2026Q1: 6,052 shares 6,052 $267K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,284 shares; 2024Q4: 83,344 shares; 2025Q1: 84,422 shares; 2025Q2: 84,584 shares; 2025Q3: 86,844 shares; 2025Q4: 4,385 shares; 2026Q1: 1,061 shares 1,061 $251K 0.02% -3,324 Timeline ESGU 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: 2,499 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares 1,740 $246K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,767 shares; 2025Q3: 1,767 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $243K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares 1,699 $238K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,595 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 4,463 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $235K 0.01% 0 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: 1,740 shares; 2024Q4: 1,664 shares; 2025Q1: 1,469 shares; 2025Q2: 3,151 shares; 2025Q3: 4,472 shares; 2025Q4: 2,482 shares; 2026Q1: 2,482 shares 2,482 $231K 0.01% 0 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: 5,300 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,835 shares; 2025Q4: 3,457 shares; 2026Q1: 3,382 shares 3,382 $228K 0.01% -75 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 3,377 shares; 2025Q4: 2,253 shares; 2026Q1: 1,090 shares 1,090 $225K 0.01% -1,163 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares 1,071 $223K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares 1,687 $221K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,632 shares; 2024Q4: 2,785 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,527 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares 2,327 $216K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares 1,171 $213K 0.01% 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: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,155 shares; 2025Q4: 2,155 shares; 2026Q1: 2,155 shares 2,155 $208K 0.01% 0 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: 1,190 shares; 2024Q4: 1,072 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 809 shares; 2026Q1: 929 shares 929 $200K 0.01% +120 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: 195 shares; 2024Q4: 282 shares; 2025Q1: 264 shares; 2025Q2: 3,960 shares; 2025Q3: 2,560 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $198K 0.01% 0 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: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 1,463 shares; 2025Q3: 2,051 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $192K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 968 shares; 2025Q4: 556 shares; 2026Q1: 556 shares 556 $191K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 12,017 shares; 2025Q1: 2,756 shares; 2025Q2: 2,756 shares; 2025Q3: 2,756 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $189K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 2,332 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares 1,636 $185K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 1,172 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $177K 0.01% 0 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: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,303 shares; 2026Q1: 1,303 shares 1,303 $172K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,360 shares; 2025Q1: 4,526 shares; 2025Q2: 4,526 shares; 2025Q3: 4,526 shares; 2025Q4: 4,526 shares; 2026Q1: 4,526 shares 4,526 $172K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,163 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $167K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares 820 $162K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares 1,636 $160K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $151K 0.01% 0 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: 754 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 767 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $148K 0.01% 0 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: 6,859 shares; 2024Q4: 6,695 shares; 2025Q1: 6,695 shares; 2025Q2: 6,695 shares; 2025Q3: 5,070 shares; 2025Q4: 5,130 shares; 2026Q1: 5,130 shares 5,130 $144K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,372 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: 754 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $142K 0.01% 0 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: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $141K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $132K 0.01% 0 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: 2,320 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares 2,304 $130K 0.01% 0 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $127K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,717 shares; 2025Q2: 4,717 shares; 2025Q3: 4,717 shares; 2025Q4: 2,303 shares; 2026Q1: 2,303 shares 2,303 $124K 0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,637 shares; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 1,637 shares 1,637 $121K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $120K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,413 shares; 2025Q2: 25,413 shares; 2025Q3: 25,413 shares; 2025Q4: 25,413 shares; 2026Q1: 25,413 shares 25,413 $119K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,007 shares; 2025Q1: 5,007 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,429 shares; 2026Q1: 2,429 shares 2,429 $118K 0.01% 0 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: 420 shares; 2024Q4: 354 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $109K 0.01% 0 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: 512 shares; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $108K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,859 shares; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,859 shares 1,859 $108K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 637 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585 $105K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $105K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 352 shares 352 $105K 0.01% +12 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 716 shares; 2025Q1: 717 shares; 2025Q2: 718 shares; 2025Q3: 719 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $103K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203 shares; 2025Q3: 223 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $101K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,783 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $100K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $99.6K 0.01% 0 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: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 856 shares; 2026Q1: 856 shares 856 $98.4K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,463 shares; 2025Q4: 1,225 shares; 2026Q1: 670 shares 670 $97.3K 0.01% -555 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: 1,181 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099 $96.9K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,335 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $90.9K 0.01% 0 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: 917 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $90.8K 0.01% 0 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: 73 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $89.8K 0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,752 shares; 2024Q4: 1,752 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares 1,752 $89.4K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 934 shares; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 1,035 shares; 2025Q4: 934 shares; 2026Q1: 934 shares 934 $87.2K 0.01% 0 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: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares 1,069 $85.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares 1,251 $85.2K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares 1,960 $82.7K 0.01% 0 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,897 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares 1,348 $81.8K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,230 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $80.8K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 115 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 45 shares 45 $77.8K <0.01% -47 Timeline SSTI SOUNDTHINKING INC More: the full row for SOUNDTHINKING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 11,443 shares; 2025Q1: 11,443 shares; 2025Q2: 11,443 shares; 2025Q3: 11,443 shares; 2025Q4: 11,443 shares; 2026Q1: 11,443 shares 11,443 $75.8K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $72.4K <0.01% 0 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $67.8K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $67.4K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $65.3K <0.01% 0 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: 406 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares 248 $65K <0.01% 0 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: 873 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 478 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $62.2K <0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares 976 $61K <0.01% 0 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: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $57.8K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,228 shares; 2024Q4: 15,228 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 5,076 shares; 2025Q4: 5,076 shares; 2026Q1: 5,076 shares 5,076 $57.3K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 9,791 shares; 2025Q1: 6,552 shares; 2025Q2: 6,552 shares; 2025Q3: 4,969 shares; 2025Q4: 4,969 shares; 2026Q1: 4,969 shares 4,969 $56K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,864 shares; 2024Q4: 3,006 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,072 shares; 2026Q1: 2,072 shares 2,072 $55.1K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 519 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $53.5K <0.01% 0 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: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $52.4K <0.01% 0 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: 250 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 76 shares 76 $47.1K <0.01% -103 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares 1,231 $43.3K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $42.3K <0.01% 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $41.9K <0.01% 0 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $41.7K <0.01% 0 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: 8,200 shares; 2024Q4: 3,222 shares; 2025Q1: 3,222 shares; 2025Q2: 3,222 shares; 2025Q3: 3,222 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $41K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares 1,053 $40.5K <0.01% 0 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $40.1K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,828 shares; 2025Q1: 5,594 shares; 2025Q2: 5,594 shares; 2025Q3: 5,594 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $39.9K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 3,007 shares; 2025Q3: 3,007 shares; 2025Q4: 3,007 shares; 2026Q1: 3,007 shares 3,007 $38.7K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $38.5K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 172 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 275 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $38.4K <0.01% 0 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: 422 shares; 2026Q1: 422 shares 422 $38.4K <0.01% 0 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: 100 shares; 2024Q4: 740 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 549 shares; 2026Q1: 66 shares 66 $37.8K <0.01% -483 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $37.7K <0.01% 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $37.2K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $36.8K <0.01% 0 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $36.3K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $34.8K <0.01% 0 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 658 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $34K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $33.9K <0.01% 0 Timeline VOX 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: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $33.1K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $32.7K <0.01% 0 Timeline SPYV 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: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $32.2K <0.01% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $31.7K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $30.8K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $30.3K <0.01% 0 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: 201 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $29.9K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $29.6K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $29.5K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $29.1K <0.01% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $28.8K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $28.5K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $28.4K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $28.1K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $27.8K <0.01% 0 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: 1,594 shares; 2024Q4: 1,206 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 1,894 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $27K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $25.3K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $25.1K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $24.7K <0.01% 0 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: 75 shares; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $24K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $23.4K <0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23.3K <0.01% 0 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: 200 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $23.1K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $23K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 64 shares 64 $22.8K <0.01% -67 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 441 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 266 shares; 2025Q4: 265 shares; 2026Q1: 234 shares 234 $22.8K <0.01% -31 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $22.2K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $22.2K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $20.5K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $20.4K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $19.6K <0.01% 0 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: 167 shares; 2024Q4: 123 shares; 2025Q1: 100 shares; 2025Q2: 81 shares; 2025Q3: 99 shares; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $19.5K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 750 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $19.4K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 1,157 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $19.1K <0.01% 0 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $18.6K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 145,815 shares; 2025Q1: 182,761 shares; 2025Q2: 184,808 shares; 2025Q3: 189,295 shares; 2025Q4: 3,981 shares; 2026Q1: 200 shares 200 $18.5K <0.01% -3,781 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 530 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354 $18.1K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 251 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $17.1K <0.01% 0 Timeline SDY 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: 124 shares; 2024Q4: 125 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 127 shares; 2025Q4: 113 shares; 2026Q1: 114 shares 114 $16.6K <0.01% +1 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $16.5K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $15.9K <0.01% 0 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: 47 shares; 2026Q1: 47 shares 47 $15.9K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $15.6K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,257 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 4,029 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $15.4K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $14.3K <0.01% 0 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: 81 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 56 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $14K <0.01% 0 Timeline EFV 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: 1,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $14K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $13.8K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $13.7K <0.01% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $12.6K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $12.5K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares 82 $12.1K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $11.8K <0.01% 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: 261 shares; 2024Q4: 171 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.3K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.2K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $11.1K <0.01% 0 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $10.9K <0.01% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $10.7K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $10.2K <0.01% 0 Timeline VPU 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: 386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $9.91K <0.01% new 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: 1,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,631 shares; 2026Q1: 60 shares 60 $9.62K <0.01% -1,571 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $9.36K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $9.19K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $9.03K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $8.44K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $8.27K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $8.07K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $7.52K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $7.21K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $7.11K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $6.76K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $5.84K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $5.75K <0.01% 0 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: not reported; 2025Q3: 515 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $5.43K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $5.14K <0.01% 0 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: 33 shares; 2026Q1: 33 shares 33 $4.83K <0.01% 0 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: 360 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 94 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $4.53K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $4.01K <0.01% 0 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: 324 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $3.93K <0.01% 0 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: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 913 shares; 2025Q3: 785 shares; 2025Q4: 229 shares; 2026Q1: 20 shares 20 $3.84K <0.01% -209 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.61K <0.01% 0 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: 319 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 7,937 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $3.36K <0.01% 0 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: 403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $3.28K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 35 shares; 2025Q3: 159 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $3.25K <0.01% 0 Timeline SLYG 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $3.09K <0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $3.08K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 21 shares; 2026Q1: 21 shares 21 $3.07K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213 shares; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.82K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.8K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.52K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $2.46K <0.01% 0 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: 414 shares; 2024Q4: 2,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $2.45K <0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $2.43K <0.01% 0 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: 6 shares; 2026Q1: 6 shares 6 $2.35K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 84 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $2.32K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.32K <0.01% 0 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: 156 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $2.3K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $2.03K <0.01% 0 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: 35 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $2K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: 25 shares 25 $1.9K <0.01% -170 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: 83 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $1.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.48K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL 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: 57 shares; 2026Q1: 57 shares 57 $1.48K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $1.41K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $1.4K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS 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: 18 shares; 2026Q1: 18 shares 18 $1.29K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.26K <0.01% 0 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: 3 shares; 2026Q1: 3 shares 3 $1.14K <0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.07K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $1.03K <0.01% 0 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: 6 shares; 2026Q1: 6 shares 6 $712 <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS 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: 5 shares; 2026Q1: 5 shares 5 $677 <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $655 <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $603 <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $582 <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $508 <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $476 <0.01% 0 Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $410 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 5 shares 5 $185 <0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $173 <0.01% 0 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $168 <0.01% 0 Timeline CHPT CHARGEPOINT HOLDINGS INC More: the full row for CHARGEPOINT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $44 <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $35 <0.01% 0 Timeline