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: 256,326 shares; 2024Q4: 250,729 shares; 2025Q1: 259,937 shares; 2025Q2: 183,870 shares; 2025Q3: 208,791 shares; 2025Q4: 218,868 shares; 2026Q1: 233,517 shares 233,517 $17.9M 5.64% +14,649 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,493 shares; 2024Q4: 139,882 shares; 2025Q1: 144,074 shares; 2025Q2: 147,530 shares; 2025Q3: 163,460 shares; 2025Q4: 190,549 shares; 2026Q1: 200,701 shares 200,701 $11.7M 3.68% +10,152 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: 15,615 shares; 2024Q4: 16,367 shares; 2025Q1: 27,302 shares; 2025Q2: 28,671 shares; 2025Q3: 31,906 shares; 2025Q4: 46,861 shares; 2026Q1: 48,851 shares 48,851 $10.3M 3.25% +1,990 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: 79,360 shares; 2024Q4: 79,243 shares; 2025Q1: 78,616 shares; 2025Q2: 70,173 shares; 2025Q3: 71,596 shares; 2025Q4: 78,703 shares; 2026Q1: 82,886 shares 82,886 $9.38M 2.96% +4,183 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: 10,951 shares; 2024Q4: 10,996 shares; 2025Q1: 10,395 shares; 2025Q2: 10,786 shares; 2025Q3: 9,988 shares; 2025Q4: 11,507 shares; 2026Q1: 13,661 shares 13,661 $8.92M 2.82% +2,154 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: 93,132 shares; 2024Q4: 99,903 shares; 2025Q1: 92,966 shares; 2025Q2: 129,427 shares; 2025Q3: 106,831 shares; 2025Q4: 114,855 shares; 2026Q1: 84,122 shares 84,122 $6.25M 1.97% -30,733 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177,793 shares 177,793 $5.72M 1.8% new 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: 34,142 shares; 2024Q4: 35,456 shares; 2025Q1: 37,920 shares; 2025Q2: 40,605 shares; 2025Q3: 40,852 shares; 2025Q4: 24,486 shares; 2026Q1: 26,027 shares 26,027 $4.99M 1.57% +1,541 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,427 shares; 2025Q2: 104,382 shares; 2025Q3: 113,753 shares; 2025Q4: 127,781 shares; 2026Q1: 137,200 shares 137,200 $4.97M 1.57% +9,419 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,142 shares 71,142 $4.87M 1.54% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,112 shares; 2025Q3: 106,883 shares; 2025Q4: 120,373 shares; 2026Q1: 139,798 shares 139,798 $4.61M 1.45% +19,425 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: 26,971 shares; 2024Q4: 28,336 shares; 2025Q1: 29,389 shares; 2025Q2: 28,877 shares; 2025Q3: 31,733 shares; 2025Q4: 55,617 shares; 2026Q1: 56,252 shares 56,252 $4.28M 1.35% +635 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: 37,521 shares; 2024Q4: 34,764 shares; 2025Q1: 34,559 shares; 2025Q2: 33,935 shares; 2025Q3: 34,564 shares; 2025Q4: 33,242 shares; 2026Q1: 32,044 shares 32,044 $3.98M 1.26% -1,198 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: 6,101 shares; 2024Q4: 6,089 shares; 2025Q1: 6,400 shares; 2025Q2: 6,595 shares; 2025Q3: 6,724 shares; 2025Q4: 5,818 shares; 2026Q1: 5,616 shares 5,616 $3.98M 1.26% -202 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,822 shares 90,822 $3.73M 1.18% new 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: 10,523 shares; 2024Q4: 11,064 shares; 2025Q1: 11,752 shares; 2025Q2: 12,656 shares; 2025Q3: 15,033 shares; 2025Q4: 16,761 shares; 2026Q1: 17,782 shares 17,782 $3.68M 1.16% +1,021 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,744 shares; 2025Q1: 16,128 shares; 2025Q2: 16,297 shares; 2025Q3: 17,099 shares; 2025Q4: 29,263 shares; 2026Q1: 30,927 shares 30,927 $3.47M 1.09% +1,664 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: 13,139 shares; 2024Q4: 13,607 shares; 2025Q1: 14,563 shares; 2025Q2: 14,568 shares; 2025Q3: 15,770 shares; 2025Q4: 14,194 shares; 2026Q1: 13,313 shares 13,313 $3.25M 1.03% -881 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,963 shares; 2025Q4: 37,102 shares; 2026Q1: 39,677 shares 39,677 $3.2M 1.01% +2,575 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 18,317 shares; 2025Q1: 41,985 shares; 2025Q2: 81,116 shares; 2025Q3: 100,652 shares; 2025Q4: 110,364 shares; 2026Q1: 44,928 shares 44,928 $3.13M 0.99% -65,436 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: 14,735 shares; 2024Q4: 15,961 shares; 2025Q1: 16,856 shares; 2025Q2: 17,807 shares; 2025Q3: 20,515 shares; 2025Q4: 20,947 shares; 2026Q1: 21,286 shares 21,286 $3.07M 0.97% +339 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: 6,915 shares; 2024Q4: 6,411 shares; 2025Q1: 6,609 shares; 2025Q2: 6,514 shares; 2025Q3: 6,819 shares; 2025Q4: 7,361 shares; 2026Q1: 8,115 shares 8,115 $3M 0.95% +754 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 14,275 shares; 2025Q1: 19,066 shares; 2025Q2: 22,000 shares; 2025Q3: 17,987 shares; 2025Q4: 24,931 shares; 2026Q1: 26,759 shares 26,759 $2.84M 0.9% +1,828 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: 9,575 shares; 2024Q4: 9,480 shares; 2025Q1: 9,852 shares; 2025Q2: 10,052 shares; 2025Q3: 12,771 shares; 2025Q4: 12,835 shares; 2026Q1: 13,102 shares 13,102 $2.73M 0.86% +267 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: 8,353 shares; 2024Q4: 7,513 shares; 2025Q1: 7,631 shares; 2025Q2: 7,370 shares; 2025Q3: 7,777 shares; 2025Q4: 8,729 shares; 2026Q1: 9,266 shares 9,266 $2.73M 0.86% +537 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: 8,143 shares; 2024Q4: 8,170 shares; 2025Q1: 8,619 shares; 2025Q2: 9,019 shares; 2025Q3: 10,752 shares; 2025Q4: 10,227 shares; 2026Q1: 10,631 shares 10,631 $2.7M 0.85% +404 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,419 shares; 2025Q4: 28,043 shares; 2026Q1: 37,507 shares 37,507 $2.66M 0.84% +9,464 Timeline IUSB 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: 49,142 shares; 2024Q4: 43,682 shares; 2025Q1: 41,157 shares; 2025Q2: 36,948 shares; 2025Q3: 29,295 shares; 2025Q4: 38,821 shares; 2026Q1: 56,437 shares 56,437 $2.61M 0.82% +17,616 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: 2,461 shares; 2024Q4: 2,242 shares; 2025Q1: 2,389 shares; 2025Q2: 2,431 shares; 2025Q3: 2,517 shares; 2025Q4: 2,848 shares; 2026Q1: 3,081 shares 3,081 $2.61M 0.82% +233 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: 11,584 shares; 2024Q4: 14,163 shares; 2025Q1: 15,438 shares; 2025Q2: 17,802 shares; 2025Q3: 22,315 shares; 2025Q4: 22,083 shares; 2026Q1: 21,055 shares 21,055 $2.53M 0.8% -1,028 Timeline SCHZ 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: 78,043 shares; 2024Q4: 81,929 shares; 2025Q1: 89,414 shares; 2025Q2: 74,722 shares; 2025Q3: 79,047 shares; 2025Q4: 100,623 shares; 2026Q1: 105,285 shares 105,285 $2.44M 0.77% +4,662 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: 31,501 shares; 2024Q4: 31,423 shares; 2025Q1: 33,885 shares; 2025Q2: 34,286 shares; 2025Q3: 43,991 shares; 2025Q4: 48,217 shares; 2026Q1: 48,663 shares 48,663 $2.44M 0.77% +446 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: 5,140 shares; 2024Q4: 5,135 shares; 2025Q1: 5,372 shares; 2025Q2: 4,882 shares; 2025Q3: 5,945 shares; 2025Q4: 7,078 shares; 2026Q1: 7,888 shares 7,888 $2.38M 0.75% +810 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: 5,338 shares; 2024Q4: 5,431 shares; 2025Q1: 5,973 shares; 2025Q2: 6,163 shares; 2025Q3: 9,213 shares; 2025Q4: 10,398 shares; 2026Q1: 10,537 shares 10,537 $2.38M 0.75% +139 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: 7,565 shares; 2024Q4: 7,683 shares; 2025Q1: 7,769 shares; 2025Q2: 7,509 shares; 2025Q3: 7,901 shares; 2025Q4: 7,610 shares; 2026Q1: 7,591 shares 7,591 $2.36M 0.74% -19 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: 5,845 shares; 2024Q4: 6,982 shares; 2025Q1: 7,675 shares; 2025Q2: 8,422 shares; 2025Q3: 8,802 shares; 2025Q4: 7,539 shares; 2026Q1: 6,575 shares 6,575 $2.31M 0.73% -964 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: 3,380 shares; 2024Q4: 11,160 shares; 2025Q1: 11,427 shares; 2025Q2: 13,188 shares; 2025Q3: 12,912 shares; 2025Q4: 12,410 shares; 2026Q1: 13,239 shares 13,239 $2.31M 0.73% +829 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: 11,890 shares; 2024Q4: 12,005 shares; 2025Q1: 12,351 shares; 2025Q2: 12,121 shares; 2025Q3: 13,825 shares; 2025Q4: 15,362 shares; 2026Q1: 15,762 shares 15,762 $2.29M 0.72% +400 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,439 shares; 2025Q1: 4,918 shares; 2025Q2: 5,065 shares; 2025Q3: 5,018 shares; 2025Q4: 4,930 shares; 2026Q1: 4,798 shares 4,798 $2.22M 0.7% -132 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: 10,541 shares; 2024Q4: 10,326 shares; 2025Q1: 9,953 shares; 2025Q2: 9,091 shares; 2025Q3: 9,574 shares; 2025Q4: 8,700 shares; 2026Q1: 9,073 shares 9,073 $2.2M 0.69% +373 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: 4,213 shares; 2024Q4: 4,064 shares; 2025Q1: 4,294 shares; 2025Q2: 4,512 shares; 2025Q3: 4,907 shares; 2025Q4: 6,160 shares; 2026Q1: 6,632 shares 6,632 $2.18M 0.69% +472 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: 4,967 shares; 2024Q4: 4,517 shares; 2025Q1: 4,804 shares; 2025Q2: 4,927 shares; 2025Q3: 5,510 shares; 2025Q4: 6,251 shares; 2026Q1: 7,192 shares 7,192 $2.18M 0.69% +941 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: 11,473 shares; 2024Q4: 11,375 shares; 2025Q1: 12,395 shares; 2025Q2: 12,742 shares; 2025Q3: 14,530 shares; 2025Q4: 18,632 shares; 2026Q1: 21,437 shares 21,437 $2.07M 0.65% +2,805 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: 24,629 shares; 2024Q4: 24,375 shares; 2025Q1: 25,333 shares; 2025Q2: 25,019 shares; 2025Q3: 26,834 shares; 2025Q4: 25,750 shares; 2026Q1: 25,973 shares 25,973 $2.02M 0.64% +223 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: 2,230 shares; 2024Q4: 5,218 shares; 2025Q1: 5,490 shares; 2025Q2: 5,625 shares; 2025Q3: 6,020 shares; 2025Q4: 6,189 shares; 2026Q1: 6,270 shares 6,270 $2.01M 0.63% +81 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: 53,040 shares; 2024Q4: 57,479 shares; 2025Q1: 33,205 shares; 2025Q2: 33,834 shares; 2025Q3: 16,544 shares; 2025Q4: 13,559 shares; 2026Q1: 17,660 shares 17,660 $1.97M 0.62% +4,101 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,982 shares; 2025Q2: 32,852 shares; 2025Q3: 35,486 shares; 2025Q4: 40,480 shares; 2026Q1: 40,923 shares 40,923 $1.88M 0.59% +443 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: 3,921 shares; 2024Q4: 3,786 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 5,223 shares; 2025Q4: 5,946 shares; 2026Q1: 6,391 shares 6,391 $1.84M 0.58% +445 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,786 shares; 2024Q4: 11,921 shares; 2025Q1: 13,289 shares; 2025Q2: 15,224 shares; 2025Q3: 15,654 shares; 2025Q4: 18,144 shares; 2026Q1: 78,048 shares 78,048 $1.79M 0.56% +59,904 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,048 shares; 2025Q1: 5,485 shares; 2025Q2: 5,293 shares; 2025Q3: 5,782 shares; 2025Q4: 5,946 shares; 2026Q1: 6,082 shares 6,082 $1.77M 0.56% +136 Timeline MBB 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: 11,205 shares; 2024Q4: 11,426 shares; 2025Q1: 11,818 shares; 2025Q2: 12,977 shares; 2025Q3: 13,337 shares; 2025Q4: 16,528 shares; 2026Q1: 17,131 shares 17,131 $1.63M 0.51% +603 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: 6,230 shares; 2024Q4: 7,515 shares; 2025Q1: 8,220 shares; 2025Q2: 7,577 shares; 2025Q3: 7,356 shares; 2025Q4: 7,971 shares; 2026Q1: 8,130 shares 8,130 $1.62M 0.51% +159 Timeline ITA 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: 3,642 shares; 2025Q4: 6,677 shares; 2026Q1: 6,542 shares 6,542 $1.43M 0.45% -135 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,516 shares; 2025Q1: 3,994 shares; 2025Q2: 3,568 shares; 2025Q3: 5,135 shares; 2025Q4: 4,998 shares; 2026Q1: 5,284 shares 5,284 $1.43M 0.45% +286 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,457 shares; 2024Q4: 17,341 shares; 2025Q1: 20,355 shares; 2025Q2: 21,627 shares; 2025Q3: 21,943 shares; 2025Q4: 24,555 shares; 2026Q1: 26,403 shares 26,403 $1.39M 0.44% +1,848 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,380 shares 27,380 $1.37M 0.43% new 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: 3,940 shares; 2024Q4: 3,826 shares; 2025Q1: 4,174 shares; 2025Q2: 4,525 shares; 2025Q3: 6,101 shares; 2025Q4: 6,443 shares; 2026Q1: 7,314 shares 7,314 $1.37M 0.43% +871 Timeline VBK 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: 1,278 shares; 2024Q4: 1,278 shares; 2025Q1: 1,285 shares; 2025Q2: 1,266 shares; 2025Q3: 3,470 shares; 2025Q4: 392,425 shares; 2026Q1: 392,074 shares 392,074 $1.35M 0.42% -351 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: 932 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 891 shares; 2025Q3: 3,625 shares; 2025Q4: 3,520 shares; 2026Q1: 3,084 shares 3,084 $1.33M 0.42% -436 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: 3,109 shares; 2024Q4: 3,124 shares; 2025Q1: 5,166 shares; 2025Q2: 5,156 shares; 2025Q3: 2,855 shares; 2025Q4: 4,642 shares; 2026Q1: 8,905 shares 8,905 $1.3M 0.41% +4,263 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 1,954 shares; 2025Q4: 1,876 shares; 2026Q1: 1,594 shares 1,594 $1.16M 0.37% -282 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: 1,114 shares; 2024Q4: 1,099 shares; 2025Q1: 1,129 shares; 2025Q2: 1,094 shares; 2025Q3: 1,246 shares; 2025Q4: 262,233 shares; 2026Q1: 262,239 shares 262,239 $1.08M 0.34% +6 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,941 shares; 2025Q3: 15,180 shares; 2025Q4: 19,440 shares; 2026Q1: 20,953 shares 20,953 $1.05M 0.33% +1,513 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 582 shares; 2025Q2: 564 shares; 2025Q3: 770 shares; 2025Q4: 1,546 shares; 2026Q1: 1,887 shares 1,887 $1.04M 0.33% +341 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: 742 shares; 2024Q4: 659 shares; 2025Q1: 1,679 shares; 2025Q2: 1,734 shares; 2025Q3: 1,751 shares; 2025Q4: 1,771 shares; 2026Q1: 1,768 shares 1,768 $1.02M 0.32% -3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 5,096 shares; 2025Q2: 5,110 shares; 2025Q3: 5,110 shares; 2025Q4: 5,110 shares; 2026Q1: 5,100 shares 5,100 $979K 0.31% -10 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: 3,794 shares; 2024Q4: 3,753 shares; 2025Q1: 7,195 shares; 2025Q2: 7,381 shares; 2025Q3: 9,506 shares; 2025Q4: 10,458 shares; 2026Q1: 10,531 shares 10,531 $977K 0.31% +73 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: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 9,930 shares; 2025Q2: 9,958 shares; 2025Q3: 9,958 shares; 2025Q4: 9,958 shares; 2026Q1: 9,919 shares 9,919 $963K 0.3% -39 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: 541 shares; 2025Q4: 2,121 shares; 2026Q1: 2,802 shares 2,802 $947K 0.3% +681 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 2,597 shares; 2025Q4: 10,987 shares; 2026Q1: 14,180 shares 14,180 $933K 0.29% +3,193 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 79 shares; 2025Q2: 59 shares; 2025Q3: 952 shares; 2025Q4: 1,737 shares; 2026Q1: 2,505 shares 2,505 $931K 0.29% +768 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: 1,934 shares; 2024Q4: 1,995 shares; 2025Q1: 1,508 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,507 shares 1,507 $929K 0.29% -6 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,349 shares; 2025Q1: 1,528 shares; 2025Q2: 1,700 shares; 2025Q3: 1,732 shares; 2025Q4: 1,830 shares; 2026Q1: 1,687 shares 1,687 $909K 0.29% -143 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: 12,903 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,903 shares; 2025Q3: 13,013 shares; 2025Q4: 13,013 shares; 2026Q1: 13,181 shares 13,181 $898K 0.28% +168 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,449 shares; 2024Q4: 15,330 shares; 2025Q1: 17,358 shares; 2025Q2: 17,876 shares; 2025Q3: 18,142 shares; 2025Q4: 17,873 shares; 2026Q1: 16,434 shares 16,434 $878K 0.28% -1,439 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 452 shares; 2025Q2: 278 shares; 2025Q3: 464 shares; 2025Q4: 1,238 shares; 2026Q1: 1,542 shares 1,542 $869K 0.27% +304 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,494 shares; 2025Q1: 6,980 shares; 2025Q2: 6,455 shares; 2025Q3: 5,121 shares; 2025Q4: 7,015 shares; 2026Q1: 8,999 shares 8,999 $868K 0.27% +1,984 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: 2,248 shares; 2024Q4: 2,305 shares; 2025Q1: 2,319 shares; 2025Q2: 2,491 shares; 2025Q3: 5,051 shares; 2025Q4: 7,538 shares; 2026Q1: 9,681 shares 9,681 $867K 0.27% +2,143 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,244 shares; 2024Q4: 13,791 shares; 2025Q1: 15,212 shares; 2025Q2: 15,936 shares; 2025Q3: 16,807 shares; 2025Q4: 21,216 shares; 2026Q1: 16,585 shares 16,585 $861K 0.27% -4,631 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: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 885 shares; 2025Q4: 3,134 shares; 2026Q1: 3,867 shares 3,867 $826K 0.26% +733 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: 1,636 shares; 2024Q4: 1,447 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,486 shares; 2025Q4: 1,423 shares; 2026Q1: 1,425 shares 1,425 $815K 0.26% +2 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: 264 shares; 2024Q4: 266 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 954 shares; 2025Q4: 883 shares; 2026Q1: 868 shares 868 $798K 0.25% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares; 2025Q4: 2,014 shares; 2026Q1: 2,793 shares 2,793 $793K 0.25% +779 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 3,997 shares; 2026Q1: 5,164 shares 5,164 $775K 0.24% +1,167 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: 8,165 shares; 2024Q4: 7,918 shares; 2025Q1: 7,607 shares; 2025Q2: 7,640 shares; 2025Q3: 7,076 shares; 2025Q4: 11,872 shares; 2026Q1: 8,289 shares 8,289 $770K 0.24% -3,583 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: 8,062 shares; 2024Q4: 8,130 shares; 2025Q1: 7,918 shares; 2025Q2: 7,078 shares; 2025Q3: 6,593 shares; 2025Q4: 5,059 shares; 2026Q1: 4,514 shares 4,514 $766K 0.24% -545 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 294 shares; 2025Q1: 296 shares; 2025Q2: 301 shares; 2025Q3: 5,128 shares; 2025Q4: 83,315 shares; 2026Q1: 83,872 shares 83,872 $758K 0.24% +557 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: 4,309 shares; 2024Q4: 4,433 shares; 2025Q1: 3,047 shares; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares; 2026Q1: 3,012 shares 3,012 $747K 0.24% -35 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,308 shares; 2025Q4: 12,573 shares; 2026Q1: 16,971 shares 16,971 $746K 0.24% +4,398 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 872 shares; 2025Q4: 2,505 shares; 2026Q1: 3,596 shares 3,596 $731K 0.23% +1,091 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.23% 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: 4,219 shares; 2024Q4: 4,238 shares; 2025Q1: 3,494 shares; 2025Q2: 3,519 shares; 2025Q3: 4,266 shares; 2025Q4: 3,362 shares; 2026Q1: 3,279 shares 3,279 $713K 0.23% -83 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 926 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 1,246 shares; 2025Q4: 1,710 shares; 2026Q1: 2,868 shares 2,868 $697K 0.22% +1,158 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: 157 shares; 2024Q4: 54 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 332 shares; 2025Q4: 1,470 shares; 2026Q1: 1,820 shares 1,820 $691K 0.22% +350 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: 6,871 shares; 2024Q4: 7,965 shares; 2025Q1: 9,352 shares; 2025Q2: 10,177 shares; 2025Q3: 10,119 shares; 2025Q4: 6,359 shares; 2026Q1: 4,417 shares 4,417 $686K 0.22% -1,942 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: 648 shares; 2024Q4: 614 shares; 2025Q1: 534 shares; 2025Q2: 507 shares; 2025Q3: 1,153 shares; 2025Q4: 3,967 shares; 2026Q1: 5,174 shares 5,174 $684K 0.22% +1,207 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: 9,830 shares; 2024Q4: 9,830 shares; 2025Q1: 9,830 shares; 2025Q2: 9,830 shares; 2025Q3: 9,830 shares; 2025Q4: 10,036 shares; 2026Q1: 10,052 shares 10,052 $679K 0.21% +16 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: 3,645 shares; 2024Q4: 2,663 shares; 2025Q1: 2,354 shares; 2025Q2: 2,323 shares; 2025Q3: 3,698 shares; 2025Q4: 10,350 shares; 2026Q1: 13,732 shares 13,732 $669K 0.21% +3,382 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA 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: 2,758 shares; 2025Q4: 13,316 shares; 2026Q1: 18,421 shares 18,421 $665K 0.21% +5,105 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 23 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 466 shares; 2025Q4: 1,024 shares; 2026Q1: 1,263 shares 1,263 $660K 0.21% +239 Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 895 shares; 2025Q4: 4,517 shares; 2026Q1: 6,200 shares 6,200 $658K 0.21% +1,683 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 141 shares; 2025Q3: 351 shares; 2025Q4: 989 shares; 2026Q1: 1,358 shares 1,358 $643K 0.2% +369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 1,755 shares; 2025Q4: 8,207 shares; 2026Q1: 11,244 shares 11,244 $642K 0.2% +3,037 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: 824 shares; 2024Q4: 998 shares; 2025Q1: 1,097 shares; 2025Q2: 1,134 shares; 2025Q3: 1,392 shares; 2025Q4: 1,100 shares; 2026Q1: 643 shares 643 $641K 0.2% -457 Timeline IYR 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: 6,510 shares; 2025Q4: 7,314 shares; 2026Q1: 6,759 shares 6,759 $639K 0.2% -555 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 12,458 shares; 2025Q1: 13,419 shares; 2025Q2: 14,745 shares; 2025Q3: 14,371 shares; 2025Q4: 8,274 shares; 2026Q1: 6,835 shares 6,835 $638K 0.2% -1,439 Timeline PFF 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: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 17,758 shares; 2025Q4: 20,727 shares; 2026Q1: 20,399 shares 20,399 $618K 0.2% -328 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 821 shares; 2026Q1: 1,131 shares 1,131 $615K 0.19% +310 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: 4,467 shares; 2024Q4: 5,048 shares; 2025Q1: 5,061 shares; 2025Q2: 5,255 shares; 2025Q3: 4,926 shares; 2025Q4: 3,608 shares; 2026Q1: 2,983 shares 2,983 $606K 0.19% -625 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 5,303 shares; 2025Q4: 33,315 shares; 2026Q1: 47,176 shares 47,176 $605K 0.19% +13,861 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: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 191 shares; 2025Q3: 1,395 shares; 2025Q4: 5,976 shares; 2026Q1: 8,462 shares 8,462 $602K 0.19% +2,486 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: 2,192 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares 2,253 $590K 0.19% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $574K 0.18% 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: 10,961 shares; 2024Q4: 11,073 shares; 2025Q1: 10,961 shares; 2025Q2: 21,177 shares; 2025Q3: 16,961 shares; 2025Q4: 13,430 shares; 2026Q1: 12,320 shares 12,320 $572K 0.18% -1,110 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: 524 shares; 2025Q4: 2,846 shares; 2026Q1: 4,191 shares 4,191 $568K 0.18% +1,345 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 410 shares; 2026Q1: 411 shares 411 $567K 0.18% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 1,541 shares; 2025Q4: 6,172 shares; 2026Q1: 9,371 shares 9,371 $564K 0.18% +3,199 Timeline SMDV 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: 8,918 shares; 2025Q4: 9,738 shares; 2026Q1: 8,164 shares 8,164 $562K 0.18% -1,574 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,199 shares; 2025Q4: 9,673 shares; 2026Q1: 9,411 shares 9,411 $557K 0.18% -262 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: 3,317 shares; 2024Q4: 3,420 shares; 2025Q1: 3,164 shares; 2025Q2: 3,138 shares; 2025Q3: 2,961 shares; 2025Q4: 2,251 shares; 2026Q1: 2,059 shares 2,059 $548K 0.17% -192 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: 7,566 shares; 2024Q4: 7,374 shares; 2025Q1: 6,098 shares; 2025Q2: 6,007 shares; 2025Q3: 5,688 shares; 2025Q4: 4,656 shares; 2026Q1: 5,297 shares 5,297 $544K 0.17% +641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 844 shares; 2025Q4: 4,760 shares; 2026Q1: 7,531 shares 7,531 $542K 0.17% +2,771 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,787 shares; 2024Q4: 11,817 shares; 2025Q1: 12,334 shares; 2025Q2: 11,095 shares; 2025Q3: 9,750 shares; 2025Q4: 7,389 shares; 2026Q1: 7,419 shares 7,419 $539K 0.17% +30 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: 3,091 shares; 2024Q4: 3,174 shares; 2025Q1: 3,144 shares; 2025Q2: 3,177 shares; 2025Q3: 2,957 shares; 2025Q4: 2,299 shares; 2026Q1: 2,068 shares 2,068 $538K 0.17% -231 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 5,621 shares; 2026Q1: 8,161 shares 8,161 $533K 0.17% +2,540 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: 775 shares; 2024Q4: 751 shares; 2025Q1: 753 shares; 2025Q2: 748 shares; 2025Q3: 710 shares; 2025Q4: 553 shares; 2026Q1: 488 shares 488 $532K 0.17% -65 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: 2,422 shares; 2024Q4: 2,499 shares; 2025Q1: 2,516 shares; 2025Q2: 2,473 shares; 2025Q3: 2,058 shares; 2025Q4: 1,579 shares; 2026Q1: 1,536 shares 1,536 $527K 0.17% -43 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: 5,574 shares; 2024Q4: 5,502 shares; 2025Q1: 6,357 shares; 2025Q2: 8,169 shares; 2025Q3: 6,506 shares; 2025Q4: 4,298 shares; 2026Q1: 2,909 shares 2,909 $522K 0.16% -1,389 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 4,900 shares; 2025Q1: 4,491 shares; 2025Q2: 3,515 shares; 2025Q3: 3,260 shares; 2025Q4: 2,220 shares; 2026Q1: 2,457 shares 2,457 $519K 0.16% +237 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 137 shares; 2025Q2: 125 shares; 2025Q3: 462 shares; 2025Q4: 2,043 shares; 2026Q1: 3,125 shares 3,125 $508K 0.16% +1,082 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 10 shares; 2025Q3: 560 shares; 2025Q4: 2,716 shares; 2026Q1: 4,256 shares 4,256 $505K 0.16% +1,540 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,473 shares; 2024Q4: 8,452 shares; 2025Q1: 8,163 shares; 2025Q2: 7,951 shares; 2025Q3: 8,075 shares; 2025Q4: 7,488 shares; 2026Q1: 7,167 shares 7,167 $503K 0.16% -321 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,745 shares; 2025Q1: 1,686 shares; 2025Q2: 1,708 shares; 2025Q3: 1,526 shares; 2025Q4: 1,119 shares; 2026Q1: 966 shares 966 $479K 0.15% -153 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,176 shares; 2025Q1: 3,058 shares; 2025Q2: 2,982 shares; 2025Q3: 7,426 shares; 2025Q4: 7,572 shares; 2026Q1: 7,014 shares 7,014 $477K 0.15% -558 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 391 shares; 2025Q4: 704 shares; 2026Q1: 1,115 shares 1,115 $474K 0.15% +411 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 17,184 shares; 2025Q1: 17,864 shares; 2025Q2: 18,187 shares; 2025Q3: 18,312 shares; 2025Q4: 10,499 shares; 2026Q1: 9,309 shares 9,309 $470K 0.15% -1,190 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: 11,308 shares; 2024Q4: 11,102 shares; 2025Q1: 2,815 shares; 2025Q2: 2,839 shares; 2025Q3: 3,902 shares; 2025Q4: 3,179 shares; 2026Q1: 3,291 shares 3,291 $465K 0.15% +112 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 1,917 shares; 2025Q1: 1,889 shares; 2025Q2: 1,935 shares; 2025Q3: 1,859 shares; 2025Q4: 1,421 shares; 2026Q1: 1,585 shares 1,585 $460K 0.15% +164 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: 11,005 shares; 2024Q4: 13,612 shares; 2025Q1: 14,910 shares; 2025Q2: 16,077 shares; 2025Q3: 8,335 shares; 2025Q4: 6,215 shares; 2026Q1: 5,360 shares 5,360 $457K 0.14% -855 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: 1,510 shares; 2024Q4: 1,426 shares; 2025Q1: 1,409 shares; 2025Q2: 1,619 shares; 2025Q3: 1,594 shares; 2025Q4: 1,538 shares; 2026Q1: 1,382 shares 1,382 $454K 0.14% -156 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 12,308 shares; 2025Q4: 13,755 shares; 2026Q1: 13,392 shares 13,392 $450K 0.14% -363 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: 5,708 shares; 2024Q4: 5,965 shares; 2025Q1: 5,870 shares; 2025Q2: 5,407 shares; 2025Q3: 5,174 shares; 2025Q4: 3,844 shares; 2026Q1: 3,939 shares 3,939 $446K 0.14% +95 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: 2,934 shares; 2024Q4: 2,582 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,667 shares; 2025Q4: 2,633 shares; 2026Q1: 2,304 shares 2,304 $444K 0.14% -329 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,348 shares; 2024Q4: 4,159 shares; 2025Q1: 3,808 shares; 2025Q2: 3,487 shares; 2025Q3: 3,267 shares; 2025Q4: 2,343 shares; 2026Q1: 2,384 shares 2,384 $440K 0.14% +41 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: 2,123 shares; 2024Q4: 2,163 shares; 2025Q1: 2,109 shares; 2025Q2: 2,123 shares; 2025Q3: 2,361 shares; 2025Q4: 1,834 shares; 2026Q1: 1,832 shares 1,832 $433K 0.14% -2 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: 2,997 shares; 2024Q4: 3,027 shares; 2025Q1: 2,910 shares; 2025Q2: 2,951 shares; 2025Q3: 2,800 shares; 2025Q4: 2,039 shares; 2026Q1: 2,041 shares 2,041 $426K 0.13% +2 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: 2,107 shares; 2024Q4: 2,059 shares; 2025Q1: 1,998 shares; 2025Q2: 1,899 shares; 2025Q3: 1,800 shares; 2025Q4: 1,297 shares; 2026Q1: 1,288 shares 1,288 $420K 0.13% -9 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,023 shares; 2024Q4: 5,340 shares; 2025Q1: 5,273 shares; 2025Q2: 5,390 shares; 2025Q3: 4,449 shares; 2025Q4: 2,998 shares; 2026Q1: 2,516 shares 2,516 $418K 0.13% -482 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: 2,416 shares; 2024Q4: 2,428 shares; 2025Q1: 1,628 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,646 shares; 2026Q1: 1,661 shares 1,661 $416K 0.13% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,379 shares; 2025Q4: 2,413 shares; 2026Q1: 1,910 shares 1,910 $411K 0.13% -503 Timeline SE SEA LTD More: the full row for SEA LTD 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: 660 shares; 2025Q4: 2,829 shares; 2026Q1: 4,925 shares 4,925 $408K 0.13% +2,096 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: 5,000 shares; 2024Q4: 5,813 shares; 2025Q1: 6,529 shares; 2025Q2: 6,703 shares; 2025Q3: 4,658 shares; 2025Q4: 3,154 shares; 2026Q1: 2,747 shares 2,747 $404K 0.13% -407 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: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $402K 0.13% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 3,989 shares; 2025Q1: 3,908 shares; 2025Q2: 3,838 shares; 2025Q3: 3,586 shares; 2025Q4: 2,530 shares; 2026Q1: 2,557 shares 2,557 $402K 0.13% +27 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 8,763 shares; 2025Q4: 9,025 shares; 2026Q1: 8,302 shares 8,302 $402K 0.13% -723 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,685 shares; 2025Q1: 5,297 shares; 2025Q2: 5,228 shares; 2025Q3: 4,941 shares; 2025Q4: 3,531 shares; 2026Q1: 3,629 shares 3,629 $398K 0.13% +98 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,994 shares; 2025Q4: 1,954 shares; 2026Q1: 1,957 shares 1,957 $397K 0.13% +3 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: 4,821 shares; 2024Q4: 3,863 shares; 2025Q1: 3,124 shares; 2025Q2: 2,734 shares; 2025Q3: 14,774 shares; 2025Q4: 14,346 shares; 2026Q1: 13,603 shares 13,603 $394K 0.12% -743 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares; 2026Q1: 2,904 shares 2,904 $394K 0.12% 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: 5,540 shares; 2024Q4: 4,871 shares; 2025Q1: 4,775 shares; 2025Q2: 4,785 shares; 2025Q3: 4,191 shares; 2025Q4: 3,069 shares; 2026Q1: 2,995 shares 2,995 $392K 0.12% -74 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: 3,485 shares; 2024Q4: 3,709 shares; 2025Q1: 3,951 shares; 2025Q2: 4,592 shares; 2025Q3: 4,675 shares; 2025Q4: 3,199 shares; 2026Q1: 3,217 shares 3,217 $390K 0.12% +18 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 4,319 shares; 2025Q1: 4,679 shares; 2025Q2: 4,678 shares; 2025Q3: 5,185 shares; 2025Q4: 3,685 shares; 2026Q1: 2,727 shares 2,727 $389K 0.12% -958 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: 3,185 shares; 2024Q4: 3,821 shares; 2025Q1: 3,665 shares; 2025Q2: 3,948 shares; 2025Q3: 3,455 shares; 2025Q4: 2,441 shares; 2026Q1: 2,293 shares 2,293 $388K 0.12% -148 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: 9,093 shares; 2024Q4: 9,718 shares; 2025Q1: 9,484 shares; 2025Q2: 9,256 shares; 2025Q3: 8,647 shares; 2025Q4: 6,321 shares; 2026Q1: 6,234 shares 6,234 $381K 0.12% -87 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: 191 shares; 2024Q4: 72 shares; 2025Q1: 7,992 shares; 2025Q2: 8,007 shares; 2025Q3: 7,433 shares; 2025Q4: 5,313 shares; 2026Q1: 5,386 shares 5,386 $373K 0.12% +73 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: 22,270 shares; 2024Q4: 2,770 shares; 2025Q1: 2,553 shares; 2025Q2: 819 shares; 2025Q3: 7,092 shares; 2025Q4: 8,948 shares; 2026Q1: 8,860 shares 8,860 $369K 0.12% -88 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: 249 shares; 2024Q4: 249 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 309 shares; 2025Q4: 281,804 shares; 2026Q1: 281,762 shares 281,762 $368K -42 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,517 shares; 2025Q1: 4,493 shares; 2025Q2: 4,489 shares; 2025Q3: 4,056 shares; 2025Q4: 2,850 shares; 2026Q1: 2,519 shares 2,519 $361K 0.11% -331 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 3,291 shares; 2025Q1: 3,663 shares; 2025Q2: 3,628 shares; 2025Q3: 3,301 shares; 2025Q4: 1,853 shares; 2026Q1: 1,137 shares 1,137 $357K 0.11% -716 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares 4,876 $357K 0.11% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,809 shares; 2024Q4: 6,977 shares; 2025Q1: 6,378 shares; 2025Q2: 6,365 shares; 2025Q3: 5,850 shares; 2025Q4: 4,156 shares; 2026Q1: 4,075 shares 4,075 $353K 0.11% -81 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,519 shares; 2026Q1: 1,524 shares 1,524 $351K 0.11% +5 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 678 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 469 shares; 2026Q1: 475 shares 475 $351K 0.11% +6 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 877 shares; 2026Q1: 887 shares 887 $350K 0.11% +10 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 3,913 shares 3,913 $348K 0.11% -487 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,128 shares; 2025Q1: 2,249 shares; 2025Q2: 2,380 shares; 2025Q3: 2,145 shares; 2025Q4: 1,356 shares; 2026Q1: 1,299 shares 1,299 $346K 0.11% -57 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 234 shares; 2025Q1: 254 shares; 2025Q2: 255 shares; 2025Q3: 223 shares; 2025Q4: 158 shares; 2026Q1: 102 shares 102 $345K 0.11% -56 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,247 shares; 2024Q4: 25,254 shares; 2025Q1: 25,972 shares; 2025Q2: 25,545 shares; 2025Q3: 22,604 shares; 2025Q4: 14,578 shares; 2026Q1: 14,508 shares 14,508 $343K 0.11% -70 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 4,347 shares; 2025Q1: 4,595 shares; 2025Q2: 4,276 shares; 2025Q3: 4,403 shares; 2025Q4: 3,056 shares; 2026Q1: 3,195 shares 3,195 $342K 0.11% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,708 shares; 2025Q4: 1,834 shares; 2026Q1: 1,827 shares 1,827 $341K 0.11% -7 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: 3,790 shares; 2024Q4: 4,021 shares; 2025Q1: 3,924 shares; 2025Q2: 3,938 shares; 2025Q3: 3,699 shares; 2025Q4: 2,759 shares; 2026Q1: 3,515 shares 3,515 $339K 0.11% +756 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 4,002 shares; 2025Q4: 4,490 shares; 2026Q1: 4,479 shares 4,479 $338K 0.11% -11 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,772 shares; 2024Q4: 4,975 shares; 2025Q1: 4,973 shares; 2025Q2: 5,188 shares; 2025Q3: 4,828 shares; 2025Q4: 3,129 shares; 2026Q1: 3,178 shares 3,178 $338K 0.11% +49 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,795 shares; 2024Q4: 18,985 shares; 2025Q1: 19,026 shares; 2025Q2: 17,486 shares; 2025Q3: 16,635 shares; 2025Q4: 11,658 shares; 2026Q1: 14,635 shares 14,635 $331K 0.1% +2,977 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,126 shares; 2024Q4: 12,847 shares; 2025Q1: 15,184 shares; 2025Q2: 14,027 shares; 2025Q3: 17,376 shares; 2025Q4: 11,634 shares; 2026Q1: 12,535 shares 12,535 $331K 0.1% +901 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,545 shares; 2025Q1: 3,497 shares; 2025Q2: 3,332 shares; 2025Q3: 3,973 shares; 2025Q4: 2,829 shares; 2026Q1: 3,165 shares 3,165 $328K 0.1% +336 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 14,320 shares; 2025Q1: 16,410 shares; 2025Q2: 19,057 shares; 2025Q3: 16,725 shares; 2025Q4: 11,679 shares; 2026Q1: 7,239 shares 7,239 $328K 0.1% -4,440 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,345 shares; 2024Q4: 5,608 shares; 2025Q1: 5,497 shares; 2025Q2: 5,436 shares; 2025Q3: 4,834 shares; 2025Q4: 3,548 shares; 2026Q1: 3,718 shares 3,718 $324K 0.1% +170 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,876 shares; 2025Q1: 1,953 shares; 2025Q2: 1,910 shares; 2025Q3: 1,902 shares; 2025Q4: 1,221 shares; 2026Q1: 1,269 shares 1,269 $318K 0.1% +48 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,952 shares; 2025Q1: 1,853 shares; 2025Q2: 1,842 shares; 2025Q3: 1,762 shares; 2025Q4: 1,266 shares; 2026Q1: 1,313 shares 1,313 $318K 0.1% +47 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,644 shares; 2025Q1: 1,634 shares; 2025Q2: 5,659 shares; 2025Q3: 5,404 shares; 2025Q4: 3,754 shares; 2026Q1: 2,006 shares 2,006 $317K 0.1% -1,748 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: 3,758 shares; 2024Q4: 5,001 shares; 2025Q1: 5,537 shares; 2025Q2: 5,901 shares; 2025Q3: 5,408 shares; 2025Q4: 3,709 shares; 2026Q1: 2,011 shares 2,011 $316K 0.1% -1,698 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: 3,194 shares; 2024Q4: 3,176 shares; 2025Q1: 3,122 shares; 2025Q2: 2,579 shares; 2025Q3: 2,405 shares; 2025Q4: 1,767 shares; 2026Q1: 1,865 shares 1,865 $315K 0.1% +98 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,262 shares; 2024Q4: 7,363 shares; 2025Q1: 7,649 shares; 2025Q2: 7,563 shares; 2025Q3: 7,051 shares; 2025Q4: 4,555 shares; 2026Q1: 4,781 shares 4,781 $315K 0.1% +226 Timeline IJJ 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: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,365 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,357 shares 2,357 $312K 0.1% -29 Timeline DSI 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: 3,918 shares; 2024Q4: 3,179 shares; 2025Q1: 3,059 shares; 2025Q2: 2,956 shares; 2025Q3: 3,022 shares; 2025Q4: 2,784 shares; 2026Q1: 2,574 shares 2,574 $312K 0.1% -210 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: 36,995 shares; 2026Q1: 7,836 shares 7,836 $311K 0.1% -29,159 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,553 shares; 2025Q1: 3,732 shares; 2025Q2: 4,731 shares; 2025Q3: 3,106 shares; 2025Q4: 2,046 shares; 2026Q1: 1,980 shares 1,980 $311K 0.1% -66 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,904 shares; 2024Q4: 25,173 shares; 2025Q1: 22,970 shares; 2025Q2: 21,894 shares; 2025Q3: 24,216 shares; 2025Q4: 16,133 shares; 2026Q1: 17,814 shares 17,814 $307K 0.1% +1,681 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: 536 shares; 2024Q4: 519 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 512 shares 512 $306K 0.1% -74 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: 716 shares; 2024Q4: 577 shares; 2025Q1: 493 shares; 2025Q2: 827 shares; 2025Q3: 3,171 shares; 2025Q4: 2,966 shares; 2026Q1: 2,695 shares 2,695 $306K 0.1% -271 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: 1,370 shares; 2024Q4: 1,418 shares; 2025Q1: 1,366 shares; 2025Q2: 1,334 shares; 2025Q3: 1,230 shares; 2025Q4: 894 shares; 2026Q1: 863 shares 863 $305K 0.1% -31 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 5,613 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 5,097 shares; 2025Q4: 3,410 shares; 2026Q1: 4,679 shares 4,679 $305K 0.1% +1,269 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 5,860 shares; 2025Q2: 4,455 shares; 2025Q3: 7,628 shares; 2025Q4: 9,704 shares; 2026Q1: 3,269 shares 3,269 $303K 0.1% -6,435 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 1,235 shares; 2025Q1: 1,432 shares; 2025Q2: 1,516 shares; 2025Q3: 1,324 shares; 2025Q4: 898 shares; 2026Q1: 696 shares 696 $301K 0.09% -202 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 6,043 shares; 2025Q1: 5,920 shares; 2025Q2: 7,309 shares; 2025Q3: 6,336 shares; 2025Q4: 4,160 shares; 2026Q1: 4,210 shares 4,210 $299K 0.09% +50 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: 17,684 shares; 2024Q4: 20,477 shares; 2025Q1: 26,226 shares; 2025Q2: 28,026 shares; 2025Q3: 28,365 shares; 2025Q4: 16,889 shares; 2026Q1: 10,417 shares 10,417 $299K 0.09% -6,472 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: 2,669 shares; 2024Q4: 2,673 shares; 2025Q1: 3,386 shares; 2025Q2: 3,590 shares; 2025Q3: 4,012 shares; 2025Q4: 4,844 shares; 2026Q1: 3,385 shares 3,385 $298K 0.09% -1,459 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 1,448 shares; 2025Q4: 975 shares; 2026Q1: 1,187 shares 1,187 $298K 0.09% +212 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: 1,100 shares; 2024Q4: 1,138 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 915 shares; 2025Q4: 673 shares; 2026Q1: 695 shares 695 $296K 0.09% +22 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 3,149 shares; 2026Q1: 2,123 shares 2,123 $295K 0.09% -1,026 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 7,103 shares; 2025Q1: 6,933 shares; 2025Q2: 6,360 shares; 2025Q3: 6,224 shares; 2025Q4: 4,021 shares; 2026Q1: 4,099 shares 4,099 $292K 0.09% +78 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: 7,253 shares; 2024Q4: 7,499 shares; 2025Q1: 9,717 shares; 2025Q2: 13,251 shares; 2025Q3: 16,019 shares; 2025Q4: 9,637 shares; 2026Q1: 7,904 shares 7,904 $290K 0.09% -1,733 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: 561 shares; 2024Q4: 580 shares; 2025Q1: 566 shares; 2025Q2: 643 shares; 2025Q3: 647 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $285K 0.09% 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: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,394 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,401 shares 2,401 $284K 0.09% -33 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,512 shares; 2024Q4: 4,651 shares; 2025Q1: 4,659 shares; 2025Q2: 4,583 shares; 2025Q3: 4,527 shares; 2025Q4: 2,944 shares; 2026Q1: 3,096 shares 3,096 $279K 0.09% +152 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: 1,500 shares; 2024Q4: 1,509 shares; 2025Q1: 1,099 shares; 2025Q2: 1,347 shares; 2025Q3: 1,606 shares; 2025Q4: 1,396 shares; 2026Q1: 1,400 shares 1,400 $275K 0.09% +4 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: 10,869 shares; 2024Q4: 14,326 shares; 2025Q1: 16,711 shares; 2025Q2: 15,974 shares; 2025Q3: 14,405 shares; 2025Q4: 8,311 shares; 2026Q1: 3,766 shares 3,766 $273K 0.09% -4,545 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: 1,022 shares; 2024Q4: 1,324 shares; 2025Q1: 1,593 shares; 2025Q2: 2,162 shares; 2025Q3: 1,917 shares; 2025Q4: 1,056 shares; 2026Q1: 555 shares 555 $273K 0.09% -501 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,703 shares; 2025Q1: 3,032 shares; 2025Q2: 3,222 shares; 2025Q3: 3,456 shares; 2025Q4: 853 shares; 2026Q1: 1,240 shares 1,240 $269K 0.08% +387 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES 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: 4,253 shares 4,253 $265K 0.08% new Timeline IJT 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: 1,582 shares; 2024Q4: 1,669 shares; 2025Q1: 1,836 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,833 shares 1,833 $265K 0.08% -26 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS 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: 8,206 shares; 2025Q4: 4,938 shares; 2026Q1: 3,639 shares 3,639 $260K 0.08% -1,299 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: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 916 shares; 2025Q4: 926 shares; 2026Q1: 940 shares 940 $259K 0.08% +14 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 129 shares; 2025Q3: 196 shares; 2025Q4: 249 shares; 2026Q1: 294 shares 294 $257K 0.08% +45 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: 391 shares; 2024Q4: 527 shares; 2025Q1: 647 shares; 2025Q2: 769 shares; 2025Q3: 704 shares; 2025Q4: 397 shares; 2026Q1: 203 shares 203 $256K 0.08% -194 Timeline USXF 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: 8,130 shares; 2024Q4: 7,795 shares; 2025Q1: 7,946 shares; 2025Q2: 6,798 shares; 2025Q3: 4,831 shares; 2025Q4: 4,468 shares; 2026Q1: 4,622 shares 4,622 $255K 0.08% +154 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: 3,660 shares; 2024Q4: 4,502 shares; 2025Q1: 4,465 shares; 2025Q2: 4,073 shares; 2025Q3: 3,561 shares; 2025Q4: 2,295 shares; 2026Q1: 2,397 shares 2,397 $253K 0.08% +102 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 2,395 shares; 2025Q1: 2,396 shares; 2025Q2: 2,411 shares; 2025Q3: 2,413 shares; 2025Q4: 1,939 shares; 2026Q1: 1,940 shares 1,940 $249K 0.08% +1 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,573 shares; 2025Q1: 3,457 shares; 2025Q2: 3,457 shares; 2025Q3: 3,157 shares; 2025Q4: 3,162 shares; 2026Q1: 3,179 shares 3,179 $247K 0.08% +17 Timeline VOE 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: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares 1,322 $244K 0.08% 0 Timeline VONV 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: 2,842 shares; 2024Q4: 2,842 shares; 2025Q1: 2,652 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares 2,570 $241K 0.08% 0 Timeline CPRT COPART INC More: the full row for COPART 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: 18,153 shares; 2025Q4: 10,057 shares; 2026Q1: 7,143 shares 7,143 $237K 0.07% -2,914 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,158 shares; 2025Q4: 3,222 shares; 2026Q1: 2,523 shares 2,523 $235K 0.07% -699 Timeline EWU 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: 4,900 shares; 2025Q4: 5,448 shares; 2026Q1: 5,158 shares 5,158 $235K 0.07% -290 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: 2,407 shares; 2024Q4: 2,076 shares; 2025Q1: 1,938 shares; 2025Q2: 1,925 shares; 2025Q3: 1,866 shares; 2025Q4: 1,818 shares; 2026Q1: 1,787 shares 1,787 $234K 0.07% -31 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: 996 shares; 2024Q4: 996 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 650 shares 650 $232K 0.07% +43 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 3,922 shares; 2025Q1: 3,849 shares; 2025Q2: 3,910 shares; 2025Q3: 4,033 shares; 2025Q4: 4,839 shares; 2026Q1: 4,961 shares 4,961 $226K 0.07% +122 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 562 shares; 2026Q1: 566 shares 566 $225K 0.07% +4 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: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 474 shares; 2025Q3: 446 shares; 2025Q4: 421 shares; 2026Q1: 418 shares 418 $225K 0.07% -3 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,324 shares 3,324 $224K 0.07% new 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: 1,730 shares; 2024Q4: 1,622 shares; 2025Q1: 1,505 shares; 2025Q2: 1,469 shares; 2025Q3: 2,171 shares; 2025Q4: 2,072 shares; 2026Q1: 1,708 shares 1,708 $220K 0.07% -364 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: not reported; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 1,905 shares; 2025Q3: 10,231 shares; 2025Q4: 5,519 shares; 2026Q1: 3,403 shares 3,403 $214K 0.07% -2,116 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: 1,856 shares; 2024Q4: 2,134 shares; 2025Q1: 1,926 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,675 shares; 2026Q1: 1,678 shares 1,678 $209K 0.07% +3 Timeline EFAV 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: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares 2,245 $205K 0.06% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: 974 shares; 2025Q4: 1,359 shares; 2026Q1: 1,595 shares 1,595 $205K 0.06% +236 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 272 shares; 2025Q4: 2,104 shares; 2026Q1: 2,104 shares 2,104 $202K 0.06% 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: 500 shares; 2024Q4: 1,707 shares; 2025Q1: 1,546 shares; 2025Q2: 1,485 shares; 2025Q3: 2,974 shares; 2025Q4: 2,777 shares; 2026Q1: 2,529 shares 2,529 $201K 0.06% -248 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: 2,210 shares; 2024Q4: 2,213 shares; 2025Q1: 2,189 shares; 2025Q2: 1,987 shares; 2025Q3: 1,900 shares; 2025Q4: 1,534 shares; 2026Q1: 1,232 shares 1,232 $197K 0.06% -302 Timeline IAT 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: 3,644 shares; 2025Q4: 3,692 shares; 2026Q1: 3,590 shares 3,590 $193K 0.06% -102 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 895 shares; 2026Q1: 921 shares 921 $191K 0.06% +26 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,737 shares; 2025Q1: 1,724 shares; 2025Q2: 1,700 shares; 2025Q3: 1,634 shares; 2025Q4: 1,393 shares; 2026Q1: 964 shares 964 $189K 0.06% -429 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: 205 shares; 2024Q4: 121 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 356 shares; 2025Q4: 350 shares; 2026Q1: 375 shares 375 $188K 0.06% +25 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 760 shares 760 $186K 0.06% +43 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: 7,625 shares; 2024Q4: 7,819 shares; 2025Q1: 7,581 shares; 2025Q2: 7,819 shares; 2025Q3: 7,635 shares; 2025Q4: 7,478 shares; 2026Q1: 6,585 shares 6,585 $185K 0.06% -893 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares 2,021 $183K 0.06% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $181K 0.06% 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 540 shares; 2026Q1: 497 shares 497 $177K 0.06% -43 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,863 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares 1,578 $173K 0.05% 0 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: 282 shares; 2024Q4: 247 shares; 2025Q1: 241 shares; 2025Q2: 3,033 shares; 2025Q3: 3,004 shares; 2025Q4: 2,580 shares; 2026Q1: 1,866 shares 1,866 $172K 0.05% -714 Timeline XSOE 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares 4,290 $172K 0.05% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,574 shares; 2025Q1: 1,258 shares; 2025Q2: 1,151 shares; 2025Q3: 1,094 shares; 2025Q4: 1,167 shares; 2026Q1: 785 shares 785 $170K 0.05% -382 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 223 shares; 2026Q1: 230 shares 230 $168K 0.05% +7 Timeline EVUS 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: 3,550 shares; 2025Q4: 4,997 shares; 2026Q1: 5,213 shares 5,213 $166K 0.05% +216 Timeline TLT 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: 5,676 shares; 2024Q4: 5,813 shares; 2025Q1: 1,372 shares; 2025Q2: 1,493 shares; 2025Q3: 1,617 shares; 2025Q4: 1,774 shares; 2026Q1: 1,884 shares 1,884 $163K 0.05% +110 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY 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: 5,822 shares; 2025Q4: 6,122 shares; 2026Q1: 7,177 shares 7,177 $160K 0.05% +1,055 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 156,567 shares; 2026Q1: 156,499 shares 156,499 $156K 0.05% -68 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 800 shares; 2025Q4: 880 shares; 2026Q1: 1,016 shares 1,016 $156K 0.05% +136 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,992 shares; 2025Q1: 2,746 shares; 2025Q2: 2,730 shares; 2025Q3: 2,448 shares; 2025Q4: 2,352 shares; 2026Q1: 3,342 shares 3,342 $155K 0.05% +990 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: 746 shares; 2024Q4: 759 shares; 2025Q1: 701 shares; 2025Q2: 728 shares; 2025Q3: 654 shares; 2025Q4: 482 shares; 2026Q1: 518 shares 518 $154K 0.05% +36 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: 39,247 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 654 shares; 2025Q3: 5,022 shares; 2025Q4: 4,001 shares; 2026Q1: 3,488 shares 3,488 $154K 0.05% -513 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,801 shares; 2025Q1: 3,757 shares; 2025Q2: 3,679 shares; 2025Q3: 3,536 shares; 2025Q4: 2,034 shares; 2026Q1: 2,088 shares 2,088 $154K 0.05% +54 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: 1,442 shares; 2024Q4: 1,434 shares; 2025Q1: 1,131 shares; 2025Q2: 1,081 shares; 2025Q3: 1,038 shares; 2025Q4: 928 shares; 2026Q1: 682 shares 682 $153K 0.05% -246 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152,652 shares; 2026Q1: 152,652 shares 152,652 $153K 0.05% 0 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,217 shares; 2025Q3: 4,217 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares 4,012 $152K 0.05% 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: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 571 shares; 2026Q1: 530 shares 530 $150K 0.05% -41 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: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 100 shares; 2025Q4: 356 shares; 2026Q1: 376 shares 376 $147K 0.05% +20 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: 2,261 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,355 shares; 2026Q1: 2,420 shares 2,420 $147K 0.05% +65 Timeline FVD 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $147K 0.05% 0 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: 1,209 shares; 2024Q4: 1,238 shares; 2025Q1: 1,225 shares; 2025Q2: 1,169 shares; 2025Q3: 1,020 shares; 2025Q4: 967 shares; 2026Q1: 635 shares 635 $146K 0.05% -332 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $146K 0.05% 0 Timeline VOT 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: 875 shares; 2024Q4: 851 shares; 2025Q1: 843 shares; 2025Q2: 874 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 565 shares 565 $145K 0.05% -229 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: 517 shares; 2024Q4: 538 shares; 2025Q1: 529 shares; 2025Q2: 558 shares; 2025Q3: 461 shares; 2025Q4: 355 shares; 2026Q1: 258 shares 258 $145K 0.05% -97 Timeline IJK 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $145K 0.05% 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: 651 shares; 2024Q4: 777 shares; 2025Q1: 741 shares; 2025Q2: 733 shares; 2025Q3: 682 shares; 2025Q4: 673 shares; 2026Q1: 500 shares 500 $144K 0.05% -173 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 93 shares; 2025Q4: 160 shares; 2026Q1: 169 shares 169 $143K 0.05% +9 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: 204 shares; 2025Q4: 190 shares; 2026Q1: 184 shares 184 $142K 0.04% -6 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares 1,378 $142K 0.04% 0 Timeline ICVT 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: 1,913 shares; 2024Q4: 2,981 shares; 2025Q1: 3,461 shares; 2025Q2: 2,079 shares; 2025Q3: 2,276 shares; 2025Q4: 3,269 shares; 2026Q1: 1,382 shares 1,382 $141K 0.04% -1,887 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 595 shares; 2025Q1: 418 shares; 2025Q2: 446 shares; 2025Q3: 2,455 shares; 2025Q4: 2,632 shares; 2026Q1: 2,858 shares 2,858 $140K 0.04% +226 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 24,064 shares; 2026Q1: 8,401 shares 8,401 $140K 0.04% -15,663 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 195 shares; 2025Q3: 1,635 shares; 2025Q4: 2,533 shares; 2026Q1: 3,124 shares 3,124 $139K 0.04% +591 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 843 shares; 2026Q1: 758 shares 758 $136K 0.04% -85 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 3,306 shares 3,306 $135K 0.04% +2,606 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 675 shares; 2026Q1: 685 shares 685 $134K 0.04% +10 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: 1,032 shares; 2024Q4: 972 shares; 2025Q1: 753 shares; 2025Q2: 739 shares; 2025Q3: 693 shares; 2025Q4: 686 shares; 2026Q1: 642 shares 642 $134K 0.04% -44 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: 2,444 shares; 2026Q1: 2,332 shares 2,332 $133K 0.04% -112 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 1,099 shares; 2025Q4: 1,074 shares; 2026Q1: 1,045 shares 1,045 $132K 0.04% -29 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: 274 shares; 2024Q4: 191 shares; 2025Q1: 174 shares; 2025Q2: 169 shares; 2025Q3: 149 shares; 2025Q4: 146 shares; 2026Q1: 137 shares 137 $132K 0.04% -9 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: 2,698 shares; 2024Q4: 2,186 shares; 2025Q1: 1,915 shares; 2025Q2: 1,875 shares; 2025Q3: 1,592 shares; 2025Q4: 1,510 shares; 2026Q1: 1,333 shares 1,333 $129K 0.04% -177 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,802 shares; 2025Q1: 1,803 shares; 2025Q2: 1,816 shares; 2025Q3: 1,811 shares; 2025Q4: 1,499 shares; 2026Q1: 1,012 shares 1,012 $128K 0.04% -487 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 6,475 shares; 2025Q1: 6,475 shares; 2025Q2: 6,275 shares; 2025Q3: 5,775 shares; 2025Q4: 5,775 shares; 2026Q1: 4,875 shares 4,875 $126K 0.04% -900 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: 1,504 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,739 shares; 2025Q4: 1,696 shares; 2026Q1: 1,693 shares 1,693 $126K 0.04% -3 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 653 shares; 2026Q1: 641 shares 641 $125K 0.04% -12 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $125K 0.04% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 420 shares 420 $125K 0.04% +20 Timeline DMXF 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: 3,885 shares; 2024Q4: 3,736 shares; 2025Q1: 2,432 shares; 2025Q2: 2,406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares 1,643 $124K 0.04% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,600 shares; 2025Q3: 3,487 shares; 2025Q4: 4,678 shares; 2026Q1: 3,860 shares 3,860 $118K 0.04% -818 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 736 shares; 2025Q1: 739 shares; 2025Q2: 842 shares; 2025Q3: 775 shares; 2025Q4: 360 shares; 2026Q1: 427 shares 427 $116K 0.04% +67 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: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $115K 0.04% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $115K 0.04% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,896 shares; 2024Q4: 3,696 shares; 2025Q1: 3,764 shares; 2025Q2: 4,089 shares; 2025Q3: 3,145 shares; 2025Q4: 2,300 shares; 2026Q1: 1,351 shares 1,351 $115K 0.04% -949 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: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 233 shares; 2026Q1: 301 shares 301 $114K 0.04% +68 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,296 shares; 2025Q1: 2,274 shares; 2025Q2: 2,522 shares; 2025Q3: 2,232 shares; 2025Q4: 1,098 shares; 2026Q1: 1,523 shares 1,523 $111K 0.04% +425 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617 $111K 0.04% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 2,798 shares; 2025Q4: 2,362 shares; 2026Q1: 2,297 shares 2,297 $111K 0.03% -65 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 361 shares; 2025Q1: 340 shares; 2025Q2: 297 shares; 2025Q3: 277 shares; 2025Q4: 210 shares; 2026Q1: 352 shares 352 $109K 0.03% +142 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: 2,891 shares 2,891 $107K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 3,785 shares; 2025Q1: 3,587 shares; 2025Q2: 3,518 shares; 2025Q3: 3,365 shares; 2025Q4: 1,697 shares; 2026Q1: 1,512 shares 1,512 $107K 0.03% -185 Timeline ATNM ACTINIUM PHARMACEUTICALS INC More: the full row for ACTINIUM 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: 109,381 shares; 2025Q4: 107,131 shares; 2026Q1: 107,111 shares 107,111 $107K 0.03% -20 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,543 shares 4,543 $106K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272 $106K 0.03% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $104K 0.03% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 702 shares; 2026Q1: 757 shares 757 $103K 0.03% +55 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 189 shares; 2026Q1: 211 shares 211 $102K 0.03% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 1,307 shares; 2025Q4: 1,156 shares; 2026Q1: 1,043 shares 1,043 $99.7K 0.03% -113 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: 1,326 shares; 2024Q4: 1,159 shares; 2025Q1: 924 shares; 2025Q2: 776 shares; 2025Q3: 695 shares; 2025Q4: 690 shares; 2026Q1: 600 shares 600 $99.2K 0.03% -90 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,082 shares; 2025Q1: 948 shares; 2025Q2: 941 shares; 2025Q3: 844 shares; 2025Q4: 1,148 shares; 2026Q1: 1,010 shares 1,010 $98.7K 0.03% -138 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 263 shares; 2026Q1: 349 shares 349 $98.3K 0.03% +86 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: 3,742 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,742 shares; 2026Q1: 4,113 shares 4,113 $97.9K 0.03% +371 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 2,286 shares; 2026Q1: 2,972 shares 2,972 $97.8K 0.03% +686 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL 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: 14,109 shares; 2025Q4: 18,864 shares; 2026Q1: 20,072 shares 20,072 $96.9K 0.03% +1,208 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: 236 shares; 2024Q4: 221 shares; 2025Q1: 215 shares; 2025Q2: 198 shares; 2025Q3: 228 shares; 2025Q4: 222 shares; 2026Q1: 160 shares 160 $96.5K 0.03% -62 Timeline FDL 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $96.5K 0.03% 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: 1,604 shares; 2024Q4: 1,597 shares; 2025Q1: 1,463 shares; 2025Q2: 1,425 shares; 2025Q3: 1,255 shares; 2025Q4: 1,279 shares; 2026Q1: 729 shares 729 $96.2K 0.03% -550 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 219 shares; 2025Q1: 189 shares; 2025Q2: 171 shares; 2025Q3: 139 shares; 2025Q4: 119 shares; 2026Q1: 107 shares 107 $95.8K 0.03% -12 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: 431 shares; 2024Q4: 432 shares; 2025Q1: 433 shares; 2025Q2: 435 shares; 2025Q3: 437 shares; 2025Q4: 439 shares; 2026Q1: 440 shares 440 $95.5K 0.03% +1 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 895 shares; 2025Q4: 909 shares; 2026Q1: 946 shares 946 $95.1K 0.03% +37 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: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 232 shares; 2026Q1: 240 shares 240 $93.7K 0.03% +8 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: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,423 shares 2,423 $93.1K 0.03% +113 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 286 shares 286 $92.3K 0.03% new Timeline EAGG 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: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 798 shares; 2026Q1: 1,913 shares 1,913 $91K 0.03% +1,115 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $89.7K 0.03% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 4,145 shares; 2025Q4: 1,854 shares; 2026Q1: 2,318 shares 2,318 $88.1K 0.03% +464 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 638 shares; 2025Q4: 1,142 shares; 2026Q1: 1,480 shares 1,480 $87.8K 0.03% +338 Timeline SUSC 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: 1,305 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 3,744 shares 3,744 $86.6K 0.03% +2,156 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,322 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares 1,217 $85.4K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,710 shares; 2025Q1: 1,611 shares; 2025Q2: 1,587 shares; 2025Q3: 1,442 shares; 2025Q4: 1,416 shares; 2026Q1: 1,421 shares 1,421 $85.2K 0.03% +5 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 205 shares; 2026Q1: 281 shares 281 $84.9K 0.03% +76 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 348 shares 348 $82.9K 0.03% new 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: 725 shares; 2024Q4: 603 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 563 shares 563 $82.3K 0.03% +10 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: 2,402 shares; 2024Q4: 2,189 shares; 2025Q1: 2,043 shares; 2025Q2: 1,949 shares; 2025Q3: 1,781 shares; 2025Q4: 1,561 shares; 2026Q1: 1,239 shares 1,239 $81.8K 0.03% -322 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: 850 shares; 2024Q4: 627 shares; 2025Q1: 572 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 547 shares; 2026Q1: 623 shares 623 $81.6K 0.03% +76 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,732 shares; 2024Q4: 23,066 shares; 2025Q1: 23,066 shares; 2025Q2: 23,066 shares; 2025Q3: 19,100 shares; 2025Q4: 15,821 shares; 2026Q1: 15,821 shares 15,821 $80.7K 0.03% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,712 shares; 2025Q1: 4,712 shares; 2025Q2: 4,393 shares; 2025Q3: 4,183 shares; 2025Q4: 3,683 shares; 2026Q1: 3,683 shares 3,683 $80.5K 0.03% 0 Timeline CFO 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: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares 1,078 $79.9K 0.03% 0 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 1,875 shares; 2025Q1: 1,907 shares; 2025Q2: 1,920 shares; 2025Q3: 1,877 shares; 2025Q4: 1,417 shares; 2026Q1: 1,443 shares 1,443 $79.8K 0.03% +26 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: 1,374 shares; 2024Q4: 1,368 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,268 shares 1,268 $79.4K 0.03% -45 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $79K 0.02% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 4,000 shares 4,000 $73.8K 0.02% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 414 shares 414 $71.9K 0.02% +24 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 668 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 631 shares 631 $70.9K 0.02% +7 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: 543 shares; 2024Q4: 549 shares; 2025Q1: 554 shares; 2025Q2: 564 shares; 2025Q3: 574 shares; 2025Q4: 588 shares; 2026Q1: 593 shares 593 $70.3K 0.02% +5 Timeline BSJQ 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: 3,014 shares 3,014 $69.8K 0.02% new Timeline TIP 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: 449 shares; 2024Q4: 460 shares; 2025Q1: 482 shares; 2025Q2: 520 shares; 2025Q3: 556 shares; 2025Q4: 601 shares; 2026Q1: 630 shares 630 $69.5K 0.02% +29 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $68.5K 0.02% 0 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: 2,343 shares; 2024Q4: 2,050 shares; 2025Q1: 1,839 shares; 2025Q2: 1,809 shares; 2025Q3: 1,605 shares; 2025Q4: 1,520 shares; 2026Q1: 1,316 shares 1,316 $68.4K 0.02% -204 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $67.5K 0.02% 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: 1,866 shares; 2024Q4: 2,359 shares; 2025Q1: 2,699 shares; 2025Q2: 3,128 shares; 2025Q3: 3,663 shares; 2025Q4: 297 shares; 2026Q1: 340 shares 340 $67.4K 0.02% +43 Timeline ARTY 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: 295 shares; 2024Q4: 1,487 shares; 2025Q1: 1,337 shares; 2025Q2: 514 shares; 2025Q3: 779 shares; 2025Q4: 1,117 shares; 2026Q1: 1,417 shares 1,417 $65.9K 0.02% +300 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 364 shares 364 $65.6K 0.02% +29 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,470 shares; 2024Q4: 12,688 shares; 2025Q1: 11,298 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $65K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $63K 0.02% 0 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,908 shares; 2026Q1: 2,037 shares 2,037 $62.4K 0.02% +129 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 12,420 shares; 2025Q1: 10,969 shares; 2025Q2: 11,426 shares; 2025Q3: 11,205 shares; 2025Q4: 6,086 shares; 2026Q1: 6,086 shares 6,086 $62K 0.02% 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 660 shares 660 $61.8K 0.02% +40 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: 3,308 shares; 2024Q4: 3,032 shares; 2025Q1: 2,922 shares; 2025Q2: 2,933 shares; 2025Q3: 2,634 shares; 2025Q4: 1,989 shares; 2026Q1: 1,487 shares 1,487 $61K 0.02% -502 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 515 shares; 2025Q4: 515 shares; 2026Q1: 465 shares 465 $60.9K 0.02% -50 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 847 shares; 2026Q1: 904 shares 904 $59.4K 0.02% +57 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $59K 0.02% 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: 647 shares; 2024Q4: 658 shares; 2025Q1: 586 shares; 2025Q2: 593 shares; 2025Q3: 597 shares; 2025Q4: 605 shares; 2026Q1: 608 shares 608 $58.8K 0.02% +3 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 3,998 shares; 2025Q3: 4,005 shares; 2025Q4: 578 shares; 2026Q1: 548 shares 548 $56.7K 0.02% -30 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417 $56.2K 0.02% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $56K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 862 shares; 2025Q1: 701 shares; 2025Q2: 617 shares; 2025Q3: 486 shares; 2025Q4: 450 shares; 2026Q1: 455 shares 455 $54K 0.02% +5 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $52.9K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 360 shares 360 $52K 0.02% +75 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: 1,611 shares; 2024Q4: 1,033 shares; 2025Q1: 828 shares; 2025Q2: 825 shares; 2025Q3: 738 shares; 2025Q4: 677 shares; 2026Q1: 636 shares 636 $51.5K 0.02% -41 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: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $51.1K 0.02% 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: 2,549 shares; 2024Q4: 1,399 shares; 2025Q1: 1,104 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 999 shares; 2026Q1: 1,088 shares 1,088 $50.8K 0.02% +89 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041 $50.7K 0.02% 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: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,494 shares; 2025Q4: 2,026 shares; 2026Q1: 2,250 shares 2,250 $50.6K 0.02% +224 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,251 shares; 2025Q1: 3,058 shares; 2025Q2: 3,030 shares; 2025Q3: 3,000 shares; 2025Q4: 2,971 shares; 2026Q1: 3,076 shares 3,076 $50.5K 0.02% +105 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,283 shares; 2025Q1: 3,328 shares; 2025Q2: 3,396 shares; 2025Q3: 2,236 shares; 2025Q4: 2,419 shares; 2026Q1: 1,475 shares 1,475 $49.9K 0.02% -944 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 3,538 shares; 2025Q4: 3,453 shares; 2026Q1: 581 shares 581 $49.8K 0.02% -2,872 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: 432 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 332 shares 332 $49.2K 0.02% -100 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: 1,025 shares; 2024Q4: 605 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 518 shares 518 $48.7K 0.02% -83 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 355 shares 355 $48.3K 0.02% +55 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,000 shares; 2025Q1: 2,557 shares; 2025Q2: 2,277 shares; 2025Q3: 2,000 shares; 2025Q4: 1,981 shares; 2026Q1: 1,428 shares 1,428 $47.9K 0.02% -553 Timeline CRH CRH PLC More: the full row for CRH 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: 451 shares; 2026Q1: 451 shares 451 $47.4K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 239 shares 239 $47.4K 0.01% +26 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER 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: 804 shares; 2026Q1: 873 shares 873 $46K 0.01% +69 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: 5,211 shares; 2024Q4: 4,797 shares; 2025Q1: 4,482 shares; 2025Q2: 4,834 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $45.4K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 764 shares; 2025Q1: 769 shares; 2025Q2: 779 shares; 2025Q3: 784 shares; 2025Q4: 796 shares; 2026Q1: 797 shares 797 $45.2K 0.01% +1 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $45K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 276 shares; 2026Q1: 439 shares 439 $44.9K 0.01% +163 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 1,011 shares; 2025Q2: 987 shares; 2025Q3: 921 shares; 2025Q4: 896 shares; 2026Q1: 755 shares 755 $44.8K 0.01% -141 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 687 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 639 shares 639 $44.4K 0.01% +5 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 667 shares 667 $44.3K 0.01% +647 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $43.3K 0.01% 0 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $43.2K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 908 shares 908 $41.7K 0.01% +110 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: 374 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 121 shares 121 $40.9K 0.01% -13 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 399 shares; 2026Q1: 538 shares 538 $40.5K 0.01% +139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 445 shares 445 $40.2K 0.01% +99 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 5,765 shares 5,765 $40.1K 0.01% +1,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,558 shares 1,558 $39.7K 0.01% +221 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: 127 shares; 2024Q4: 59 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 81 shares 81 $38.8K 0.01% -14 Timeline BWX 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: 1,584 shares; 2024Q4: 1,598 shares; 2025Q1: 1,615 shares; 2025Q2: 1,641 shares; 2025Q3: 1,666 shares; 2025Q4: 1,749 shares; 2026Q1: 1,762 shares 1,762 $38.7K 0.01% +13 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,533 shares; 2024Q4: 9,656 shares; 2025Q1: 9,656 shares; 2025Q2: 11,696 shares; 2025Q3: 10,980 shares; 2025Q4: 7,513 shares; 2026Q1: 3,981 shares 3,981 $37.3K 0.01% -3,532 Timeline TLH 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: 2,187 shares; 2024Q4: 2,361 shares; 2025Q1: 2,538 shares; 2025Q2: 3,022 shares; 2025Q3: 4,350 shares; 2025Q4: 6,395 shares; 2026Q1: 366 shares 366 $36.9K 0.01% -6,029 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $36.8K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares 1,643 $36.7K 0.01% 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: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,897 shares 1,897 $36.4K 0.01% -27 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 155 shares 155 $36.2K 0.01% -61 Timeline IWS 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: 232 shares; 2024Q4: 234 shares; 2025Q1: 236 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 244 shares; 2026Q1: 246 shares 246 $35.8K 0.01% +2 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 95 shares; 2025Q4: 79 shares; 2026Q1: 125 shares 125 $35.8K 0.01% +46 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 516 shares; 2026Q1: 570 shares 570 $35.2K 0.01% +54 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: 695 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 211 shares 211 $34.7K 0.01% +186 Timeline IYZ 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: 832 shares; 2025Q4: 837 shares; 2026Q1: 840 shares 840 $33K 0.01% +3 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $32.6K 0.01% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares 811 $32K 0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $31.8K 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: 4,289 shares; 2024Q4: 5,484 shares; 2025Q1: 6,126 shares; 2025Q2: 6,592 shares; 2025Q3: 6,395 shares; 2025Q4: 3,837 shares; 2026Q1: 343 shares 343 $31.6K 0.01% -3,494 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: 1,080 shares; 2024Q4: 601 shares; 2025Q1: 502 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 460 shares; 2026Q1: 511 shares 511 $31.6K 0.01% +51 Timeline SCZ 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: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $31K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 211 shares; 2025Q4: 320 shares; 2026Q1: 285 shares 285 $30.6K 0.01% -35 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $30.2K 0.01% 0 Timeline WCMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $30K 0.01% new 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: 7,376 shares; 2024Q4: 6,878 shares; 2025Q1: 5,831 shares; 2025Q2: 2,778 shares; 2025Q3: 6,151 shares; 2025Q4: 2,778 shares; 2026Q1: 2,579 shares 2,579 $29.8K 0.01% -199 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 496 shares; 2025Q1: 424 shares; 2025Q2: 416 shares; 2025Q3: 354 shares; 2025Q4: 335 shares; 2026Q1: 232 shares 232 $29.4K 0.01% -103 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,095 shares; 2025Q4: 2,093 shares; 2026Q1: 1,256 shares 1,256 $29.3K 0.01% -837 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,712 shares; 2025Q4: 1,440 shares; 2026Q1: 2,090 shares 2,090 $27.8K 0.01% +650 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $27.3K 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: 275 shares; 2024Q4: 277 shares; 2025Q1: 282 shares; 2025Q2: 289 shares; 2025Q3: 295 shares; 2025Q4: 306 shares; 2026Q1: 307 shares 307 $27.2K 0.01% +1 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: 429 shares; 2024Q4: 283 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 231 shares 231 $26.7K 0.01% +6 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $26.4K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 104 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 93 shares 93 $26K 0.01% +9 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,188 shares; 2025Q1: 3,015 shares; 2025Q2: 3,182 shares; 2025Q3: 3,456 shares; 2025Q4: 4,049 shares; 2026Q1: 80 shares 80 $25.4K 0.01% -3,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $25.2K 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: 5 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 16 shares; 2026Q1: 19 shares 19 $25.1K 0.01% +3 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 5,580 shares; 2025Q3: 5,443 shares; 2025Q4: 4,443 shares; 2026Q1: 2,952 shares 2,952 $25.1K 0.01% -1,491 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 18,902 shares; 2025Q1: 19,339 shares; 2025Q2: 17,004 shares; 2025Q3: 4,063 shares; 2025Q4: 4,633 shares; 2026Q1: 137 shares 137 $24.9K 0.01% -4,496 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares 1,984 $24.8K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $24.4K 0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,365 shares; 2025Q2: 4,065 shares; 2025Q3: 6,150 shares; 2025Q4: 8,831 shares; 2026Q1: 502 shares 502 $24.1K 0.01% -8,329 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 280 shares; 2025Q4: 521 shares; 2026Q1: 511 shares 511 $23.8K 0.01% -10 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144 $23.6K 0.01% new Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 2,894 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares; 2026Q1: 2,200 shares 2,200 $23.6K 0.01% -375 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares 2,355 $23.6K 0.01% 0 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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $23.4K 0.01% 0 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: 1,721 shares; 2024Q4: 778 shares; 2025Q1: 568 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 449 shares; 2026Q1: 543 shares 543 $23.4K 0.01% +94 Timeline EUSB 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: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $23.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $23.2K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $22.9K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 123 shares; 2026Q1: 90 shares 90 $22.9K 0.01% -33 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $22.8K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD 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: 800 shares; 2025Q4: 650 shares; 2026Q1: 500 shares 500 $22.7K 0.01% -150 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: 206 shares; 2024Q4: 218 shares; 2025Q1: 189 shares; 2025Q2: 170 shares; 2025Q3: 130 shares; 2025Q4: 123 shares; 2026Q1: 65 shares 65 $22.4K 0.01% -58 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $22.2K 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: 438 shares; 2024Q4: 350 shares; 2025Q1: 249 shares; 2025Q2: 229 shares; 2025Q3: 192 shares; 2025Q4: 177 shares; 2026Q1: 159 shares 159 $22.2K 0.01% -18 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: 686 shares; 2024Q4: 221 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 135 shares; 2026Q1: 147 shares 147 $22.1K 0.01% +12 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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 $21.9K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 340 shares 340 $21.8K 0.01% +155 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: 1,095 shares; 2024Q4: 398 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 287 shares; 2026Q1: 220 shares 220 $21.4K 0.01% -67 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $20.8K 0.01% 0 Timeline JNK 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: 196 shares; 2024Q4: 199 shares; 2025Q1: 201 shares; 2025Q2: 205 shares; 2025Q3: 209 shares; 2025Q4: 214 shares; 2026Q1: 217 shares 217 $20.8K 0.01% +3 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $20.7K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $20.6K 0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC 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: 100 shares; 2026Q1: 100 shares 100 $20.4K 0.01% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 272 shares 272 $19.8K 0.01% +71 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $19.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares 153 $19.3K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 155 shares; 2026Q1: 72 shares 72 $19.2K 0.01% -83 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: 193 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $18.8K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 275 shares; 2025Q1: 188 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 189 shares; 2026Q1: 255 shares 255 $18.7K 0.01% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $18.6K 0.01% 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: 213 shares; 2024Q4: 213 shares; 2025Q1: 208 shares; 2025Q2: 200 shares; 2025Q3: 168 shares; 2025Q4: 156 shares; 2026Q1: 97 shares 97 $18.4K 0.01% -59 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $17.5K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 340 shares; 2025Q1: 301 shares; 2025Q2: 268 shares; 2025Q3: 229 shares; 2025Q4: 263 shares; 2026Q1: 215 shares 215 $17.5K 0.01% -48 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 6,935 shares; 2025Q1: 6,935 shares; 2025Q2: 5,235 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,100 shares 3,100 $17.4K 0.01% -500 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $17.3K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $17.1K 0.01% new 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: 180 shares; 2024Q4: 30 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 57 shares 57 $16.8K 0.01% +31 Timeline RDVY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244 shares 244 $16.7K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 242 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $16.4K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 677 shares; 2025Q1: 592 shares; 2025Q2: 469 shares; 2025Q3: 398 shares; 2025Q4: 369 shares; 2026Q1: 352 shares 352 $16.3K 0.01% -17 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 300 shares; 2026Q1: 200 shares 200 $16.3K 0.01% -100 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: 140 shares; 2026Q1: 140 shares 140 $16.2K 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: 10 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 21 shares; 2026Q1: 35 shares 35 $16.1K 0.01% +14 Timeline