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: 518,984 shares; 2024Q4: 518,582 shares; 2025Q1: 518,566 shares; 2025Q2: 518,489 shares; 2025Q3: 518,313 shares; 2025Q4: 518,237 shares; 2026Q1: 518,000 shares 518,000 $64.4M 9.24% -237 Timeline USFR 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: not reported; 2024Q4: not reported; 2025Q1: 411,862 shares; 2025Q2: 651,001 shares; 2025Q3: 343,859 shares; 2025Q4: not reported; 2026Q1: 1,164,700 shares 1,164,700 $58.6M 8.41% new 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: 498,757 shares; 2024Q4: 520,151 shares; 2025Q1: 538,059 shares; 2025Q2: 544,710 shares; 2025Q3: 587,079 shares; 2025Q4: 601,235 shares; 2026Q1: 386,566 shares 386,566 $34.1M 4.89% -214,669 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: 167,550 shares; 2024Q4: 172,041 shares; 2025Q1: 174,318 shares; 2025Q2: 176,584 shares; 2025Q3: 176,736 shares; 2025Q4: 177,324 shares; 2026Q1: 172,043 shares 172,043 $29.2M 4.19% -5,281 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 552,024 shares 552,024 $17.8M 2.55% new Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464,668 shares 464,668 $17.6M 2.53% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,194 shares; 2024Q4: 811,023 shares; 2025Q1: 815,954 shares; 2025Q2: 867,889 shares; 2025Q3: 874,849 shares; 2025Q4: 884,279 shares; 2026Q1: 890,413 shares 890,413 $17.2M 2.47% +6,134 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: 42,968 shares; 2024Q4: 41,579 shares; 2025Q1: 42,112 shares; 2025Q2: 41,603 shares; 2025Q3: 41,411 shares; 2025Q4: 40,972 shares; 2026Q1: 38,955 shares 38,955 $16.8M 2.4% -2,017 Timeline HEFT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554,393 shares 554,393 $14.8M 2.12% new 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: 55,202 shares; 2024Q4: 54,754 shares; 2025Q1: 54,481 shares; 2025Q2: 54,316 shares; 2025Q3: 54,271 shares; 2025Q4: 54,898 shares; 2026Q1: 54,618 shares 54,618 $13.9M 1.99% -280 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: 18,384 shares; 2024Q4: 15,905 shares; 2025Q1: 15,706 shares; 2025Q2: 15,418 shares; 2025Q3: 15,234 shares; 2025Q4: 15,213 shares; 2026Q1: 13,623 shares 13,623 $12.5M 1.8% -1,590 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: 18,635 shares; 2024Q4: 18,108 shares; 2025Q1: 18,088 shares; 2025Q2: 17,926 shares; 2025Q3: 17,808 shares; 2025Q4: 17,573 shares; 2026Q1: 17,375 shares 17,375 $12.3M 1.77% -198 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415,373 shares; 2025Q3: 600,013 shares; 2025Q4: 764,509 shares; 2026Q1: 394,609 shares 394,609 $12.2M 1.74% -369,900 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: 89,161 shares; 2024Q4: 94,269 shares; 2025Q1: 4,731 shares; 2025Q2: 5,054 shares; 2025Q3: 141,955 shares; 2025Q4: 7,305 shares; 2026Q1: 196,646 shares 196,646 $12M 1.73% +189,341 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: 47,099 shares; 2024Q4: 47,282 shares; 2025Q1: 47,274 shares; 2025Q2: 47,206 shares; 2025Q3: 46,441 shares; 2025Q4: 46,441 shares; 2026Q1: 46,206 shares 46,206 $11.2M 1.61% -235 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,789 shares 26,789 $10.8M 1.55% new 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: 32,935 shares; 2024Q4: 31,931 shares; 2025Q1: 31,282 shares; 2025Q2: 30,316 shares; 2025Q3: 30,213 shares; 2025Q4: 29,773 shares; 2026Q1: 29,225 shares 29,225 $10.8M 1.55% -548 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: 52,293 shares; 2024Q4: 41,823 shares; 2025Q1: 42,044 shares; 2025Q2: 41,797 shares; 2025Q3: 42,550 shares; 2025Q4: 39,944 shares; 2026Q1: 35,307 shares 35,307 $8.63M 1.24% -4,637 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: 70,176 shares; 2024Q4: 68,052 shares; 2025Q1: 67,672 shares; 2025Q2: 67,460 shares; 2025Q3: 67,309 shares; 2025Q4: 66,674 shares; 2026Q1: 64,948 shares 64,948 $8.21M 1.18% -1,726 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,461 shares; 2024Q4: 87,415 shares; 2025Q1: 87,495 shares; 2025Q2: 87,570 shares; 2025Q3: 87,643 shares; 2025Q4: 87,712 shares; 2026Q1: 92,355 shares 92,355 $8M 1.15% +4,643 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,848 shares; 2024Q4: 142,894 shares; 2025Q1: 162,553 shares; 2025Q2: 164,362 shares; 2025Q3: 153,115 shares; 2025Q4: 150,627 shares; 2026Q1: 152,479 shares 152,479 $8M 1.15% +1,852 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: 27,028 shares; 2024Q4: 26,945 shares; 2025Q1: 27,192 shares; 2025Q2: 26,624 shares; 2025Q3: 26,570 shares; 2025Q4: 26,546 shares; 2026Q1: 26,052 shares 26,052 $7.47M 1.07% -494 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,216 shares; 2024Q4: 107,946 shares; 2025Q1: 105,618 shares; 2025Q2: 104,863 shares; 2025Q3: 104,164 shares; 2025Q4: 102,739 shares; 2026Q1: 102,469 shares 102,469 $7.46M 1.07% -270 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: 12,263 shares; 2025Q1: 12,263 shares; 2025Q2: 12,263 shares; 2025Q3: 12,263 shares; 2025Q4: 12,243 shares; 2026Q1: 12,230 shares 12,230 $6.89M 0.99% -13 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,170 shares; 2024Q4: 25,382 shares; 2025Q1: 25,142 shares; 2025Q2: 24,632 shares; 2025Q3: 24,524 shares; 2025Q4: 24,204 shares; 2026Q1: 24,039 shares 24,039 $6.82M 0.98% -165 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,529 shares; 2024Q4: 181,985 shares; 2025Q1: 135,557 shares; 2025Q2: 137,752 shares; 2025Q3: 174,370 shares; 2025Q4: 177,136 shares; 2026Q1: 73,625 shares 73,625 $6.76M 0.97% -103,511 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,341 shares; 2025Q4: 51,444 shares; 2026Q1: 27,367 shares 27,367 $5.95M 0.85% -24,077 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,743 shares; 2026Q1: 53,504 shares 53,504 $5.93M 0.85% -55,239 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: 7,851 shares; 2024Q4: 12,093 shares; 2025Q1: 17,484 shares; 2025Q2: 17,442 shares; 2025Q3: 19,198 shares; 2025Q4: 20,140 shares; 2026Q1: 20,060 shares 20,060 $5.69M 0.82% -80 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: 16,396 shares; 2024Q4: 15,943 shares; 2025Q1: 15,868 shares; 2025Q2: 15,672 shares; 2025Q3: 15,597 shares; 2025Q4: 17,963 shares; 2026Q1: 19,165 shares 19,165 $5.66M 0.81% +1,202 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,548 shares; 2024Q4: 22,723 shares; 2025Q1: 22,449 shares; 2025Q2: 21,915 shares; 2025Q3: 21,670 shares; 2025Q4: 22,507 shares; 2026Q1: 22,467 shares 22,467 $5.55M 0.8% -40 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: 28,774 shares; 2024Q4: 28,797 shares; 2025Q1: 28,392 shares; 2025Q2: 28,245 shares; 2025Q3: 27,663 shares; 2025Q4: 27,369 shares; 2026Q1: 26,547 shares 26,547 $5.53M 0.79% -822 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: 52,012 shares; 2024Q4: 52,776 shares; 2025Q1: 52,522 shares; 2025Q2: 51,851 shares; 2025Q3: 25,560 shares; 2025Q4: 25,234 shares; 2026Q1: 26,220 shares 26,220 $5.42M 0.78% +986 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: 12,519 shares; 2024Q4: 12,218 shares; 2025Q1: 12,094 shares; 2025Q2: 11,960 shares; 2025Q3: 11,910 shares; 2025Q4: 11,776 shares; 2026Q1: 11,660 shares 11,660 $5.38M 0.77% -116 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: 10,675 shares; 2024Q4: 10,376 shares; 2025Q1: 10,386 shares; 2025Q2: 10,189 shares; 2025Q3: 10,075 shares; 2025Q4: 9,988 shares; 2026Q1: 10,090 shares 10,090 $5.04M 0.72% +102 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: 28,448 shares; 2024Q4: 30,069 shares; 2025Q1: 30,012 shares; 2025Q2: 30,693 shares; 2025Q3: 31,909 shares; 2025Q4: 31,830 shares; 2026Q1: 31,748 shares 31,748 $4.93M 0.71% -82 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: 16,831 shares; 2024Q4: 16,319 shares; 2025Q1: 16,065 shares; 2025Q2: 15,861 shares; 2025Q3: 15,887 shares; 2025Q4: 15,657 shares; 2026Q1: 15,373 shares 15,373 $4.93M 0.71% -284 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: 16,235 shares; 2024Q4: 26,701 shares; 2025Q1: 41,524 shares; 2025Q2: 41,100 shares; 2025Q3: 51,406 shares; 2025Q4: 55,231 shares; 2026Q1: 64,452 shares 64,452 $4.64M 0.67% +9,221 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: 66,780 shares; 2024Q4: 66,236 shares; 2025Q1: 65,633 shares; 2025Q2: 64,986 shares; 2025Q3: 64,835 shares; 2025Q4: 63,998 shares; 2026Q1: 63,743 shares 63,743 $4.61M 0.66% -255 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,480 shares; 2024Q4: 27,745 shares; 2025Q1: 27,662 shares; 2025Q2: 27,283 shares; 2025Q3: 27,106 shares; 2025Q4: 27,358 shares; 2026Q1: 21,022 shares 21,022 $4.55M 0.65% -6,336 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,129 shares; 2025Q2: 4,136 shares; 2025Q3: 4,142 shares; 2025Q4: 4,159 shares; 2026Q1: 5,248 shares 5,248 $4.54M 0.65% +1,089 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: 9,940 shares; 2024Q4: 9,733 shares; 2025Q1: 9,619 shares; 2025Q2: 9,477 shares; 2025Q3: 9,476 shares; 2025Q4: 9,407 shares; 2026Q1: 9,160 shares 9,160 $4.5M 0.65% -247 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: 82,922 shares; 2024Q4: 81,411 shares; 2025Q1: 81,567 shares; 2025Q2: 81,068 shares; 2025Q3: 81,165 shares; 2025Q4: 80,895 shares; 2026Q1: 81,472 shares 81,472 $4.4M 0.63% +577 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 8,120 shares; 2025Q2: 8,260 shares; 2025Q3: 14,039 shares; 2025Q4: 16,516 shares; 2026Q1: 21,306 shares 21,306 $4.24M 0.61% +4,790 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: 1,766 shares; 2024Q4: 2,761 shares; 2025Q1: 2,892 shares; 2025Q2: 2,872 shares; 2025Q3: 2,843 shares; 2025Q4: 2,930 shares; 2026Q1: 2,911 shares 2,911 $3.84M 0.55% -19 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: 8,821 shares; 2024Q4: 8,521 shares; 2025Q1: 8,436 shares; 2025Q2: 8,292 shares; 2025Q3: 8,265 shares; 2025Q4: 8,192 shares; 2026Q1: 8,497 shares 8,497 $3.78M 0.54% +305 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,721 shares; 2025Q1: 2,723 shares; 2025Q2: 40,432 shares; 2025Q3: 40,721 shares; 2025Q4: 40,060 shares; 2026Q1: 39,775 shares 39,775 $3.67M 0.53% -285 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: 185,887 shares; 2024Q4: 178,980 shares; 2025Q1: 172,371 shares; 2025Q2: 166,650 shares; 2025Q3: 152,026 shares; 2025Q4: 121,201 shares; 2026Q1: 120,270 shares 120,270 $3.49M 0.5% -931 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: 51,638 shares; 2024Q4: 53,402 shares; 2025Q1: 53,238 shares; 2025Q2: 51,676 shares; 2025Q3: 49,980 shares; 2025Q4: 50,114 shares; 2026Q1: 45,629 shares 45,629 $3.47M 0.5% -4,485 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: 14,320 shares; 2024Q4: 19,004 shares; 2025Q1: 18,508 shares; 2025Q2: 18,736 shares; 2025Q3: 18,911 shares; 2025Q4: 18,441 shares; 2026Q1: 19,362 shares 19,362 $3.38M 0.48% +921 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: 5,065 shares; 2024Q4: 5,325 shares; 2025Q1: 5,485 shares; 2025Q2: 5,500 shares; 2025Q3: 5,435 shares; 2025Q4: 5,458 shares; 2026Q1: 5,884 shares 5,884 $3.37M 0.48% +426 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: 8,314 shares; 2024Q4: 9,493 shares; 2025Q1: 9,566 shares; 2025Q2: 9,388 shares; 2025Q3: 9,343 shares; 2025Q4: 9,214 shares; 2026Q1: 9,163 shares 9,163 $3.13M 0.45% -51 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: 22,322 shares; 2024Q4: 20,559 shares; 2025Q1: 20,142 shares; 2025Q2: 19,760 shares; 2025Q3: 19,603 shares; 2025Q4: 19,239 shares; 2026Q1: 19,319 shares 19,319 $3.04M 0.44% +80 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: 8,927 shares; 2024Q4: 8,552 shares; 2025Q1: 8,493 shares; 2025Q2: 8,397 shares; 2025Q3: 8,313 shares; 2025Q4: 8,177 shares; 2026Q1: 8,006 shares 8,006 $2.63M 0.38% -171 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: 778 shares; 2024Q4: 686 shares; 2025Q1: 598 shares; 2025Q2: 555 shares; 2025Q3: 530 shares; 2025Q4: 5,552 shares; 2026Q1: 25,671 shares 25,671 $2.47M 0.35% +20,119 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,453 shares; 2025Q3: 38,480 shares; 2025Q4: 62,944 shares; 2026Q1: 140,209 shares 140,209 $2.34M 0.34% +77,265 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,305 shares; 2025Q1: 3,273 shares; 2025Q2: 3,289 shares; 2025Q3: 3,300 shares; 2025Q4: 3,285 shares; 2026Q1: 14,060 shares 14,060 $2.25M 0.32% +10,775 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,048 shares; 2024Q4: 39,048 shares; 2025Q1: 39,048 shares; 2025Q2: 39,048 shares; 2025Q3: 39,048 shares; 2025Q4: 39,048 shares; 2026Q1: 39,048 shares 39,048 $2.23M 0.32% 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: 14,742 shares; 2024Q4: 14,641 shares; 2025Q1: 14,671 shares; 2025Q2: 14,671 shares; 2025Q3: 14,621 shares; 2025Q4: 17,020 shares; 2026Q1: 18,420 shares 18,420 $2.22M 0.32% +1,400 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 651 shares; 2025Q1: 693 shares; 2025Q2: 714 shares; 2025Q3: 2,961 shares; 2025Q4: 3,333 shares; 2026Q1: 3,639 shares 3,639 $2.2M 0.32% +306 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,593 shares; 2025Q1: 1,684 shares; 2025Q2: 1,190 shares; 2025Q3: 1,234 shares; 2025Q4: 1,282 shares; 2026Q1: 6,385 shares 6,385 $2.16M 0.31% +5,103 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.31% 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: 28,727 shares; 2024Q4: 27,890 shares; 2025Q1: 27,889 shares; 2025Q2: 27,888 shares; 2025Q3: 27,823 shares; 2025Q4: 27,687 shares; 2026Q1: 27,675 shares 27,675 $2.15M 0.31% -12 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,999 shares; 2024Q4: 47,526 shares; 2025Q1: 44,648 shares; 2025Q2: 43,781 shares; 2025Q3: 45,604 shares; 2025Q4: 35,518 shares; 2026Q1: 42,276 shares 42,276 $2.12M 0.3% +6,758 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: 4,114 shares; 2024Q4: 4,138 shares; 2025Q1: 4,138 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,272 shares; 2026Q1: 4,253 shares 4,253 $2.11M 0.3% -19 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,989 shares; 2025Q2: 55,425 shares; 2025Q3: 61,963 shares; 2025Q4: 73,652 shares; 2026Q1: 110,714 shares 110,714 $2.07M 0.3% +37,062 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,831 shares; 2024Q4: 40,804 shares; 2025Q1: 40,794 shares; 2025Q2: 39,966 shares; 2025Q3: 39,917 shares; 2025Q4: 38,880 shares; 2026Q1: 37,650 shares 37,650 $2.04M 0.29% -1,230 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 12,919 shares; 2025Q1: 12,640 shares; 2025Q2: 12,455 shares; 2025Q3: 12,398 shares; 2025Q4: 12,200 shares; 2026Q1: 11,990 shares 11,990 $2.03M 0.29% -210 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: 20,712 shares; 2026Q1: 20,721 shares 20,721 $1.89M 0.27% +9 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,510 shares 15,510 $1.88M 0.27% new 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: 3,424 shares; 2024Q4: 3,846 shares; 2025Q1: 4,640 shares; 2025Q2: 5,134 shares; 2025Q3: 5,632 shares; 2025Q4: 12,678 shares; 2026Q1: 14,100 shares 14,100 $1.87M 0.27% +1,422 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: 3,119 shares; 2024Q4: 2,940 shares; 2025Q1: 2,915 shares; 2025Q2: 2,847 shares; 2025Q3: 2,827 shares; 2025Q4: 2,787 shares; 2026Q1: 2,726 shares 2,726 $1.86M 0.27% -61 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,133 shares; 2024Q4: 50,756 shares; 2025Q1: 50,672 shares; 2025Q2: 50,076 shares; 2025Q3: 49,683 shares; 2025Q4: 49,690 shares; 2026Q1: 36,807 shares 36,807 $1.77M 0.25% -12,883 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,166 shares 14,166 $1.74M 0.25% new 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: 2,500 shares; 2024Q4: 2,270 shares; 2025Q1: 1,950 shares; 2025Q2: 1,944 shares; 2025Q3: 1,931 shares; 2025Q4: 2,003 shares; 2026Q1: 7,062 shares 7,062 $1.71M 0.25% +5,059 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: 5,230 shares; 2024Q4: 5,253 shares; 2025Q1: 5,252 shares; 2025Q2: 5,657 shares; 2025Q3: 5,207 shares; 2025Q4: 5,186 shares; 2026Q1: 5,184 shares 5,184 $1.61M 0.23% -2 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,644 shares; 2024Q4: 16,644 shares; 2025Q1: 16,644 shares; 2025Q2: 16,647 shares; 2025Q3: 17,103 shares; 2025Q4: 17,103 shares; 2026Q1: 17,115 shares 17,115 $1.6M 0.23% +12 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,026 shares; 2025Q4: 2,712 shares; 2026Q1: 2,675 shares 2,675 $1.57M 0.23% -37 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,300 shares; 2024Q4: 15,227 shares; 2025Q1: 14,927 shares; 2025Q2: 14,127 shares; 2025Q3: 14,027 shares; 2025Q4: 13,527 shares; 2026Q1: 11,727 shares 11,727 $1.55M 0.22% -1,800 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,770 shares; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 1,785 shares; 2025Q4: 1,678 shares; 2026Q1: 6,066 shares 6,066 $1.52M 0.22% +4,388 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: 6,957 shares; 2024Q4: 6,634 shares; 2025Q1: 6,161 shares; 2025Q2: 5,863 shares; 2025Q3: 5,402 shares; 2025Q4: 5,073 shares; 2026Q1: 4,876 shares 4,876 $1.51M 0.22% -197 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,221 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares; 2026Q1: 2,252 shares 2,252 $1.46M 0.21% +30 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: 10,589 shares; 2024Q4: 10,544 shares; 2025Q1: 10,547 shares; 2025Q2: 10,398 shares; 2025Q3: 10,263 shares; 2025Q4: 10,285 shares; 2026Q1: 10,054 shares 10,054 $1.45M 0.21% -231 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 11,357 shares; 2025Q1: 23,403 shares; 2025Q2: 44,124 shares; 2025Q3: 49,877 shares; 2025Q4: 58,205 shares; 2026Q1: 70,654 shares 70,654 $1.44M 0.21% +12,449 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 10,856 shares; 2025Q1: 10,830 shares; 2025Q2: 10,636 shares; 2025Q3: 10,650 shares; 2025Q4: 10,580 shares; 2026Q1: 10,582 shares 10,582 $1.39M 0.2% +2 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,761 shares; 2024Q4: 23,269 shares; 2025Q1: 23,241 shares; 2025Q2: 22,614 shares; 2025Q3: 25,726 shares; 2025Q4: 25,437 shares; 2026Q1: 25,424 shares 25,424 $1.32M 0.19% -13 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,982 shares; 2024Q4: 53,063 shares; 2025Q1: 52,118 shares; 2025Q2: 53,466 shares; 2025Q3: 21,741 shares; 2025Q4: 21,212 shares; 2026Q1: 30,180 shares 30,180 $1.26M 0.18% +8,968 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: 28,101 shares; 2024Q4: 22,773 shares; 2025Q1: 30,760 shares; 2025Q2: 36,855 shares; 2025Q3: 45,669 shares; 2025Q4: 39,536 shares; 2026Q1: 44,715 shares 44,715 $1.26M 0.18% +5,179 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,467 shares; 2024Q4: 17,847 shares; 2025Q1: 20,655 shares; 2025Q2: 19,996 shares; 2025Q3: 20,040 shares; 2025Q4: 19,813 shares; 2026Q1: 25,962 shares 25,962 $1.25M 0.18% +6,149 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,961 shares; 2024Q4: 6,229 shares; 2025Q1: not reported; 2025Q2: 18,513 shares; 2025Q3: 19,997 shares; 2025Q4: 19,772 shares; 2026Q1: 21,294 shares 21,294 $1.25M 0.18% +1,522 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 7,601 shares; 2025Q1: 7,469 shares; 2025Q2: 7,283 shares; 2025Q3: 7,070 shares; 2025Q4: 6,997 shares; 2026Q1: 6,389 shares 6,389 $1.23M 0.18% -608 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: not reported; 2025Q1: 7,517 shares; 2025Q2: 15,925 shares; 2025Q3: 18,052 shares; 2025Q4: 17,863 shares; 2026Q1: 23,734 shares 23,734 $1.2M 0.17% +5,871 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 4,308 shares; 2025Q1: 4,302 shares; 2025Q2: 5,704 shares; 2025Q3: 5,689 shares; 2025Q4: 5,623 shares; 2026Q1: 5,756 shares 5,756 $1.2M 0.17% +133 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,948 shares; 2024Q4: 15,597 shares; 2025Q1: 19,193 shares; 2025Q2: 21,256 shares; 2025Q3: 23,291 shares; 2025Q4: 26,145 shares; 2026Q1: 30,997 shares 30,997 $1.19M 0.17% +4,852 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: 6,550 shares; 2024Q4: 7,426 shares; 2025Q1: 7,719 shares; 2025Q2: 8,173 shares; 2025Q3: 8,157 shares; 2025Q4: 5,451 shares; 2026Q1: 5,401 shares 5,401 $1.17M 0.17% -50 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: 4,053 shares; 2024Q4: 4,112 shares; 2025Q1: 4,014 shares; 2025Q2: 4,691 shares; 2025Q3: 4,175 shares; 2025Q4: 4,037 shares; 2026Q1: 4,036 shares 4,036 $1.16M 0.17% -1 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 6,729 shares; 2025Q1: 6,660 shares; 2025Q2: 6,648 shares; 2025Q3: 6,500 shares; 2025Q4: 6,366 shares; 2026Q1: 6,290 shares 6,290 $1.15M 0.17% -76 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: 11,098 shares; 2024Q4: 9,709 shares; 2025Q1: 9,701 shares; 2025Q2: 5,748 shares; 2025Q3: 5,755 shares; 2025Q4: 7,822 shares; 2026Q1: 6,942 shares 6,942 $1.15M 0.16% -880 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,652 shares 68,652 $1.13M 0.16% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 6,047 shares; 2025Q1: 16,083 shares; 2025Q2: 18,634 shares; 2025Q3: 20,474 shares; 2025Q4: 23,278 shares; 2026Q1: 27,384 shares 27,384 $1.1M 0.16% +4,106 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: 1,585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,328 shares; 2026Q1: 16,473 shares 16,473 $1.09M 0.16% +145 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,918 shares; 2025Q1: 3,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,704 shares; 2026Q1: 11,673 shares 11,673 $1.08M 0.15% +5,969 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: 5,540 shares; 2024Q4: 6,568 shares; 2025Q1: 6,559 shares; 2025Q2: 6,367 shares; 2025Q3: 9,098 shares; 2025Q4: 8,999 shares; 2026Q1: 8,050 shares 8,050 $1.06M 0.15% -949 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,092 shares; 2024Q4: 237,928 shares; 2025Q1: 247,016 shares; 2025Q2: 20,711 shares; 2025Q3: 20,705 shares; 2025Q4: 20,749 shares; 2026Q1: 19,946 shares 19,946 $1.05M 0.15% -803 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,630 shares 5,630 $972K 0.14% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 12,678 shares; 2025Q1: 12,597 shares; 2025Q2: 10,887 shares; 2025Q3: 9,979 shares; 2025Q4: 9,933 shares; 2026Q1: 9,935 shares 9,935 $959K 0.14% +2 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,415 shares; 2025Q1: 4,361 shares; 2025Q2: 4,361 shares; 2025Q3: 4,289 shares; 2025Q4: 4,136 shares; 2026Q1: 8,094 shares 8,094 $937K 0.13% +3,958 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,958 shares; 2024Q4: 26,958 shares; 2025Q1: 26,958 shares; 2025Q2: 26,958 shares; 2025Q3: 26,958 shares; 2025Q4: 25,558 shares; 2026Q1: 25,558 shares 25,558 $931K 0.13% 0 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: 4,497 shares; 2024Q4: 4,454 shares; 2025Q1: 3,605 shares; 2025Q2: 3,571 shares; 2025Q3: 1,951 shares; 2025Q4: 1,940 shares; 2026Q1: 1,917 shares 1,917 $919K 0.13% -23 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,535 shares 22,535 $896K 0.13% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,739 shares; 2024Q4: 16,261 shares; 2025Q1: 16,242 shares; 2025Q2: 15,715 shares; 2025Q3: 19,591 shares; 2025Q4: 19,361 shares; 2026Q1: 19,289 shares 19,289 $887K 0.13% -72 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: 16,426 shares; 2024Q4: 16,426 shares; 2025Q1: 16,674 shares; 2025Q2: 16,244 shares; 2025Q3: 16,273 shares; 2025Q4: 14,714 shares; 2026Q1: 11,142 shares 11,142 $885K 0.13% -3,572 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,641 shares; 2024Q4: 14,333 shares; 2025Q1: 16,305 shares; 2025Q2: 15,785 shares; 2025Q3: 15,746 shares; 2025Q4: 15,563 shares; 2026Q1: 10,423 shares 10,423 $882K 0.13% -5,140 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 861 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 3,210 shares 3,210 $880K 0.13% +2,348 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000 $873K 0.13% new 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: 4,105 shares; 2024Q4: 4,079 shares; 2025Q1: 4,079 shares; 2025Q2: 7,169 shares; 2025Q3: 9,093 shares; 2025Q4: 7,379 shares; 2026Q1: 8,929 shares 8,929 $861K 0.12% +1,550 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares 7,850 $859K 0.12% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,467 shares; 2024Q4: 17,009 shares; 2025Q1: 14,171 shares; 2025Q2: 13,719 shares; 2025Q3: 13,749 shares; 2025Q4: 13,590 shares; 2026Q1: 13,597 shares 13,597 $851K 0.12% +7 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 3,306 shares; 2025Q1: 3,015 shares; 2025Q2: 3,909 shares; 2025Q3: 3,749 shares; 2025Q4: 5,264 shares; 2026Q1: 8,438 shares 8,438 $845K 0.12% +3,174 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,768 shares; 2026Q1: 14,200 shares 14,200 $809K 0.12% +4,432 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,488 shares; 2024Q4: 8,852 shares; 2025Q1: 8,876 shares; 2025Q2: 8,965 shares; 2025Q3: 8,488 shares; 2025Q4: 8,628 shares; 2026Q1: 8,634 shares 8,634 $780K 0.11% +6 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,997 shares; 2025Q1: 3,555 shares; 2025Q2: 3,837 shares; 2025Q3: 3,782 shares; 2025Q4: 3,274 shares; 2026Q1: 2,194 shares 2,194 $772K 0.11% -1,080 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: 5,668 shares; 2024Q4: 5,628 shares; 2025Q1: 5,603 shares; 2025Q2: 5,804 shares; 2025Q3: 5,805 shares; 2025Q4: 5,806 shares; 2026Q1: 5,807 shares 5,807 $766K 0.11% +1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,697 shares; 2025Q1: 1,567 shares; 2025Q2: 1,379 shares; 2025Q3: 1,659 shares; 2025Q4: 1,768 shares; 2026Q1: 1,687 shares 1,687 $753K 0.11% -81 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,620 shares; 2024Q4: 20,428 shares; 2025Q1: 20,222 shares; 2025Q2: 20,032 shares; 2025Q3: 19,820 shares; 2025Q4: 19,662 shares; 2026Q1: 19,668 shares 19,668 $751K 0.11% +6 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 32,363 shares 32,363 $745K 0.11% +2,363 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,312 shares; 2025Q1: 2,785 shares; 2025Q2: 3,079 shares; 2025Q3: 3,372 shares; 2025Q4: 72,794 shares; 2026Q1: 4,522 shares 4,522 $731K 0.1% -68,272 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,069 shares; 2024Q4: 9,069 shares; 2025Q1: 9,069 shares; 2025Q2: 9,069 shares; 2025Q3: 9,069 shares; 2025Q4: 9,069 shares; 2026Q1: 8,650 shares 8,650 $724K 0.1% -419 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: 1,162 shares; 2024Q4: 1,124 shares; 2025Q1: 1,089 shares; 2025Q2: 1,137 shares; 2025Q3: 1,178 shares; 2025Q4: 1,201 shares; 2026Q1: 1,090 shares 1,090 $712K 0.1% -111 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1,892 shares; 2025Q1: 2,276 shares; 2025Q2: 2,514 shares; 2025Q3: 2,760 shares; 2025Q4: 5,425 shares; 2026Q1: 6,401 shares 6,401 $698K 0.1% +976 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 8,126 shares 8,126 $690K 0.1% new 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: 2,941 shares; 2024Q4: 2,941 shares; 2025Q1: 2,794 shares; 2025Q2: 2,874 shares; 2025Q3: 2,399 shares; 2025Q4: 2,297 shares; 2026Q1: 2,279 shares 2,279 $689K 0.1% -18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,672 shares; 2025Q1: 3,270 shares; 2025Q2: 3,629 shares; 2025Q3: 3,993 shares; 2025Q4: 3,941 shares; 2026Q1: 4,684 shares 4,684 $687K 0.1% +743 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: 1,899 shares; 2024Q4: 2,015 shares; 2025Q1: 2,059 shares; 2025Q2: 2,041 shares; 2025Q3: 1,989 shares; 2025Q4: 1,900 shares; 2026Q1: 1,837 shares 1,837 $683K 0.1% -63 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: not reported; 2025Q1: 10,116 shares; 2025Q2: 15,758 shares; 2025Q3: 20,739 shares; 2025Q4: 27,360 shares; 2026Q1: 34,721 shares 34,721 $681K 0.1% +7,361 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,666 shares; 2024Q4: 28,666 shares; 2025Q1: 28,666 shares; 2025Q2: 28,666 shares; 2025Q3: 28,666 shares; 2025Q4: 28,666 shares; 2026Q1: 28,493 shares 28,493 $678K 0.1% -173 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,401 shares; 2024Q4: 395,612 shares; 2025Q1: 299,173 shares; 2025Q2: 365,335 shares; 2025Q3: 472,660 shares; 2025Q4: 634,213 shares; 2026Q1: 15,927 shares 15,927 $678K 0.1% -618,286 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 3,177 shares; 2025Q1: 3,852 shares; 2025Q2: 4,269 shares; 2025Q3: 4,684 shares; 2025Q4: 5,137 shares; 2026Q1: 6,087 shares 6,087 $675K 0.1% +950 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: 18,173 shares; 2024Q4: 16,667 shares; 2025Q1: 16,714 shares; 2025Q2: 16,671 shares; 2025Q3: 16,301 shares; 2025Q4: 16,301 shares; 2026Q1: 13,131 shares 13,131 $661K 0.09% -3,170 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: 3,348 shares; 2024Q4: 2,863 shares; 2025Q1: 2,755 shares; 2025Q2: 2,655 shares; 2025Q3: 2,331 shares; 2025Q4: 2,256 shares; 2026Q1: 2,246 shares 2,246 $661K 0.09% -10 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: 8,553 shares; 2024Q4: 9,699 shares; 2025Q1: 11,745 shares; 2025Q2: 13,032 shares; 2025Q3: 14,308 shares; 2025Q4: 13,192 shares; 2026Q1: 13,147 shares 13,147 $649K 0.09% -45 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,124 shares 17,124 $648K 0.09% +124 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: 38,643 shares; 2024Q4: 38,236 shares; 2025Q1: 35,568 shares; 2025Q2: 35,066 shares; 2025Q3: 34,357 shares; 2025Q4: 18,129 shares; 2026Q1: 5,199 shares 5,199 $646K 0.09% -12,930 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: 220 shares; 2024Q4: 669 shares; 2025Q1: 674 shares; 2025Q2: 677 shares; 2025Q3: 669 shares; 2025Q4: 636 shares; 2026Q1: 648 shares 648 $646K 0.09% +12 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,754 shares 4,754 $644K 0.09% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,631 shares 3,631 $634K 0.09% new 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: 2,821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,706 shares; 2025Q4: 1,606 shares; 2026Q1: 1,607 shares 1,607 $629K 0.09% +1 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: 1,798 shares; 2024Q4: 1,788 shares; 2025Q1: 1,760 shares; 2025Q2: 1,931 shares; 2025Q3: 1,860 shares; 2025Q4: 1,807 shares; 2026Q1: 1,766 shares 1,766 $609K 0.09% -41 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 14,857 shares; 2025Q1: 14,819 shares; 2025Q2: 16,039 shares; 2025Q3: 16,069 shares; 2025Q4: 15,910 shares; 2026Q1: 9,835 shares 9,835 $602K 0.09% -6,075 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 3,225 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $602K 0.09% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,062 shares 26,062 $586K 0.08% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,961 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares 3,950 $571K 0.08% 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: 8,517 shares; 2024Q4: 8,523 shares; 2025Q1: 8,524 shares; 2025Q2: 8,527 shares; 2025Q3: 8,529 shares; 2025Q4: 8,535 shares; 2026Q1: 8,535 shares 8,535 $547K 0.08% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,666 shares; 2024Q4: 28,666 shares; 2025Q1: 28,666 shares; 2025Q2: 28,666 shares; 2025Q3: 27,801 shares; 2025Q4: 27,801 shares; 2026Q1: 28,041 shares 28,041 $539K 0.08% +240 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: 365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,321 shares 9,321 $537K 0.08% new 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: 3,333 shares; 2024Q4: 3,328 shares; 2025Q1: 3,282 shares; 2025Q2: 3,229 shares; 2025Q3: 2,999 shares; 2025Q4: 2,914 shares; 2026Q1: 2,563 shares 2,563 $536K 0.08% -351 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: 5,465 shares; 2024Q4: 5,465 shares; 2025Q1: 5,465 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares; 2026Q1: 5,465 shares 5,465 $531K 0.08% 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: 3,349 shares; 2024Q4: 3,149 shares; 2025Q1: 3,131 shares; 2025Q2: 3,126 shares; 2025Q3: 3,091 shares; 2025Q4: 2,899 shares; 2026Q1: 2,897 shares 2,897 $528K 0.08% -2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 523 shares; 2025Q1: 524 shares; 2025Q2: 509 shares; 2025Q3: 493 shares; 2025Q4: 487 shares; 2026Q1: 482 shares 482 $526K 0.08% -5 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,031 shares 2,031 $504K 0.07% 0 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: 556 shares; 2024Q4: 612 shares; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 568 shares 568 $496K 0.07% -3 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,496 shares; 2026Q1: 4,292 shares 4,292 $495K 0.07% -204 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,068 shares; 2025Q4: 19,232 shares; 2026Q1: 25,056 shares 25,056 $489K 0.07% +5,824 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: 17,937 shares; 2024Q4: 17,039 shares; 2025Q1: 17,039 shares; 2025Q2: 17,027 shares; 2025Q3: 16,786 shares; 2025Q4: 16,714 shares; 2026Q1: 16,722 shares 16,722 $459K 0.07% +8 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: 2,804 shares; 2024Q4: 2,832 shares; 2025Q1: 2,833 shares; 2025Q2: 2,913 shares; 2025Q3: 2,844 shares; 2025Q4: 2,841 shares; 2026Q1: 2,826 shares 2,826 $444K 0.06% -15 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 3,978 shares; 2025Q1: 3,706 shares; 2025Q2: 3,584 shares; 2025Q3: 3,392 shares; 2025Q4: 3,392 shares; 2026Q1: 3,234 shares 3,234 $423K 0.06% -158 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,076 shares; 2025Q1: 6,067 shares; 2025Q2: 5,882 shares; 2025Q3: 5,895 shares; 2025Q4: 4,194 shares; 2026Q1: 3,049 shares 3,049 $413K 0.06% -1,145 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 9,059 shares; 2025Q1: 9,059 shares; 2025Q2: 9,059 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $412K 0.06% 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: 2,032 shares; 2024Q4: 1,606 shares; 2025Q1: 1,469 shares; 2025Q2: 1,190 shares; 2025Q3: 1,096 shares; 2025Q4: 1,052 shares; 2026Q1: 1,028 shares 1,028 $401K 0.06% -24 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 8,430 shares; 2025Q1: 8,179 shares; 2025Q2: 5,697 shares; 2025Q3: 5,133 shares; 2025Q4: 6,468 shares; 2026Q1: 5,073 shares 5,073 $388K 0.06% -1,395 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $379K 0.05% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,068 shares 4,068 $367K 0.05% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,739 shares; 2024Q4: 41,285 shares; 2025Q1: 41,238 shares; 2025Q2: 39,989 shares; 2025Q3: 40,077 shares; 2025Q4: 22,686 shares; 2026Q1: 22,696 shares 22,696 $355K 0.05% +10 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 2,540 shares; 2025Q1: 2,682 shares; 2025Q2: 2,710 shares; 2025Q3: 2,746 shares; 2025Q4: 2,800 shares; 2026Q1: 2,733 shares 2,733 $345K 0.05% -67 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: 5,548 shares; 2024Q4: 6,336 shares; 2025Q1: 6,504 shares; 2025Q2: 6,827 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares; 2026Q1: 5,717 shares 5,717 $336K 0.05% -1,079 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: 1,519 shares; 2024Q4: 1,522 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,525 shares; 2025Q4: 1,528 shares; 2026Q1: 1,529 shares 1,529 $329K 0.05% +1 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: 896 shares; 2024Q4: 869 shares; 2025Q1: 1,033 shares; 2025Q2: 980 shares; 2025Q3: 871 shares; 2025Q4: 855 shares; 2026Q1: 919 shares 919 $329K 0.05% +64 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 10,271 shares; 2025Q1: 10,208 shares; 2025Q2: 6,407 shares; 2025Q3: 5,795 shares; 2025Q4: 5,155 shares; 2026Q1: 4,143 shares 4,143 $328K 0.05% -1,012 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: 24,083 shares; 2024Q4: 24,549 shares; 2025Q1: 22,331 shares; 2025Q2: 5,958 shares; 2025Q3: 5,383 shares; 2025Q4: 5,383 shares; 2026Q1: 5,383 shares 5,383 $326K 0.05% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,267 shares; 2024Q4: 20,553 shares; 2025Q1: 20,285 shares; 2025Q2: 21,225 shares; 2025Q3: 21,228 shares; 2025Q4: 21,228 shares; 2026Q1: 21,130 shares 21,130 $317K 0.05% -98 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,774 shares; 2025Q1: 1,611 shares; 2025Q2: 1,584 shares; 2025Q3: 1,512 shares; 2025Q4: 1,511 shares; 2026Q1: 1,310 shares 1,310 $314K 0.04% -201 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: 18,868 shares; 2024Q4: 18,419 shares; 2025Q1: 2,146 shares; 2025Q2: 1,818 shares; 2025Q3: 1,681 shares; 2025Q4: 1,459 shares; 2026Q1: 1,366 shares 1,366 $309K 0.04% -93 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: 8,698 shares; 2024Q4: 8,728 shares; 2025Q1: 8,698 shares; 2025Q2: not reported; 2025Q3: 8,698 shares; 2025Q4: 8,698 shares; 2026Q1: 7,820 shares 7,820 $305K 0.04% -878 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 536,031 shares; 2026Q1: 11,830 shares 11,830 $302K 0.04% -524,201 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: 5,457 shares; 2024Q4: 5,457 shares; 2025Q1: 5,457 shares; 2025Q2: 5,457 shares; 2025Q3: 5,360 shares; 2025Q4: 5,360 shares; 2026Q1: 5,336 shares 5,336 $300K 0.04% -24 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: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,902 shares; 2025Q3: 2,057 shares; 2025Q4: 1,977 shares; 2026Q1: 1,982 shares 1,982 $290K 0.04% +5 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 907 shares; 2026Q1: 950 shares 950 $289K 0.04% +43 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 994 shares; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 969 shares; 2025Q4: 915 shares; 2026Q1: 897 shares 897 $285K 0.04% -18 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: 5,720 shares; 2024Q4: 5,720 shares; 2025Q1: 5,720 shares; 2025Q2: 5,718 shares; 2025Q3: 6,068 shares; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares 6,068 $285K 0.04% 0 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: 847 shares; 2024Q4: 1,694 shares; 2025Q1: 1,665 shares; 2025Q2: 1,615 shares; 2025Q3: 1,767 shares; 2025Q4: 1,742 shares; 2026Q1: 1,745 shares 1,745 $280K 0.04% +3 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: 18,054 shares; 2024Q4: 17,454 shares; 2025Q1: 17,391 shares; 2025Q2: 16,899 shares; 2025Q3: 16,855 shares; 2025Q4: 16,575 shares; 2026Q1: 1,026 shares 1,026 $267K 0.04% -15,549 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares 1,848 $265K 0.04% new Timeline VGSH 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: 4,106 shares; 2024Q4: 4,106 shares; 2025Q1: 4,106 shares; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 4,106 shares; 2026Q1: 4,106 shares 4,106 $240K 0.03% 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: 773 shares; 2024Q4: 772 shares; 2025Q1: 758 shares; 2025Q2: 705 shares; 2025Q3: 681 shares; 2025Q4: 630 shares; 2026Q1: 562 shares 562 $239K 0.03% -68 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,446 shares; 2024Q4: 11,176 shares; 2025Q1: 13,738 shares; 2025Q2: 8,490 shares; 2025Q3: 7,534 shares; 2025Q4: 6,710 shares; 2026Q1: 5,995 shares 5,995 $237K 0.03% -715 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,021 shares; 2025Q1: 2,022 shares; 2025Q2: 2,021 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares; 2026Q1: 1,622 shares 1,622 $235K 0.03% -399 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: 988 shares; 2024Q4: 980 shares; 2025Q1: 1,054 shares; 2025Q2: 1,047 shares; 2025Q3: 1,022 shares; 2025Q4: 1,145 shares; 2026Q1: 1,155 shares 1,155 $235K 0.03% +10 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,858 shares 2,858 $234K 0.03% new 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: 412 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares; 2025Q4: 1,233 shares; 2026Q1: 1,559 shares 1,559 $229K 0.03% +326 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 483 shares; 2025Q4: not reported; 2026Q1: 691 shares 691 $229K 0.03% new 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: 3,757 shares; 2024Q4: 3,458 shares; 2025Q1: 2,904 shares; 2025Q2: 3,225 shares; 2025Q3: 2,203 shares; 2025Q4: 2,013 shares; 2026Q1: 2,014 shares 2,014 $228K 0.03% +1 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 1,157 shares; 2025Q4: 1,149 shares; 2026Q1: 1,118 shares 1,118 $225K 0.03% -31 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: 2,853 shares; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 2,853 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,879 shares 2,879 $222K 0.03% +74 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: 4,073 shares; 2024Q4: 4,073 shares; 2025Q1: 4,035 shares; 2025Q2: 3,882 shares; 2025Q3: 3,509 shares; 2025Q4: 3,450 shares; 2026Q1: 3,061 shares 3,061 $222K 0.03% -389 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares 2,058 $218K 0.03% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 20,012 shares; 2025Q1: 19,970 shares; 2025Q2: 19,970 shares; 2025Q3: 19,970 shares; 2025Q4: 19,970 shares; 2026Q1: 19,970 shares 19,970 $216K 0.03% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,219 shares; 2025Q2: 3,555 shares; 2025Q3: 3,210 shares; 2025Q4: 2,889 shares; 2026Q1: 2,241 shares 2,241 $215K 0.03% -648 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,205 shares; 2025Q1: 1,189 shares; 2025Q2: 1,185 shares; 2025Q3: 1,163 shares; 2025Q4: 892 shares; 2026Q1: 888 shares 888 $210K 0.03% -4 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: 422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 588 shares 588 $209K 0.03% -313 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,851 shares 4,851 $209K 0.03% new Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 4,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,821 shares; 2025Q4: 4,821 shares; 2026Q1: 3,737 shares 3,737 $209K 0.03% -1,084 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,050 shares 1,050 $208K 0.03% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,168 shares; 2025Q4: not reported; 2026Q1: 1,358 shares 1,358 $204K 0.03% new 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: 892 shares; 2024Q4: not reported; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares 874 $201K 0.03% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,436 shares; 2024Q4: 23,061 shares; 2025Q1: 24,461 shares; 2025Q2: 25,131 shares; 2025Q3: 26,456 shares; 2025Q4: 33,531 shares; 2026Q1: 35,006 shares 35,006 $182K 0.03% +1,475 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,260 shares; 2024Q4: 12,005 shares; 2025Q1: 12,005 shares; 2025Q2: 12,005 shares; 2025Q3: 12,005 shares; 2025Q4: 12,005 shares; 2026Q1: 12,005 shares 12,005 $83.4K 0.01% 0 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,466 shares; 2025Q1: 15,466 shares; 2025Q2: 15,466 shares; 2025Q3: 15,466 shares; 2025Q4: 15,466 shares; 2026Q1: 15,466 shares 15,466 $56.1K 0.01% 0 Timeline