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: 185,967 shares; 2024Q4: 180,794 shares; 2025Q1: 178,242 shares; 2025Q2: 176,394 shares; 2025Q3: 173,540 shares; 2025Q4: 174,226 shares; 2026Q1: 171,529 shares 171,529 $43.5M 4.91% -2,697 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: 83,259 shares; 2024Q4: 82,379 shares; 2025Q1: 80,315 shares; 2025Q2: 78,385 shares; 2025Q3: 77,795 shares; 2025Q4: 81,129 shares; 2026Q1: 78,484 shares 78,484 $29.1M 3.28% -2,645 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: 18,750 shares; 2024Q4: 19,335 shares; 2025Q1: 20,466 shares; 2025Q2: 21,191 shares; 2025Q3: 21,045 shares; 2025Q4: 21,786 shares; 2026Q1: 20,255 shares 20,255 $26.8M 3.02% -1,531 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: 150,898 shares; 2024Q4: 148,546 shares; 2025Q1: 146,439 shares; 2025Q2: 145,504 shares; 2025Q3: 145,227 shares; 2025Q4: 146,386 shares; 2026Q1: 136,306 shares 136,306 $21.8M 2.46% -10,080 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: 67,505 shares; 2024Q4: 64,638 shares; 2025Q1: 64,113 shares; 2025Q2: 66,796 shares; 2025Q3: 65,939 shares; 2025Q4: 65,664 shares; 2026Q1: 64,219 shares 64,219 $18.9M 2.13% -1,445 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,950 shares; 2024Q4: 437,688 shares; 2025Q1: 432,668 shares; 2025Q2: 269,628 shares; 2025Q3: 269,275 shares; 2025Q4: 218,285 shares; 2026Q1: 205,877 shares 205,877 $18.9M 2.13% -12,408 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: 87,382 shares; 2024Q4: 83,129 shares; 2025Q1: 81,449 shares; 2025Q2: 80,133 shares; 2025Q3: 78,874 shares; 2025Q4: 77,771 shares; 2026Q1: 76,378 shares 76,378 $18.7M 2.11% -1,393 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: 30,321 shares; 2024Q4: 29,745 shares; 2025Q1: 49,846 shares; 2025Q2: 51,551 shares; 2025Q3: 58,731 shares; 2025Q4: 60,261 shares; 2026Q1: 61,211 shares 61,211 $17.6M 1.99% +950 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: 159,920 shares; 2024Q4: 160,303 shares; 2025Q1: 153,553 shares; 2025Q2: 151,360 shares; 2025Q3: 143,636 shares; 2025Q4: 144,607 shares; 2026Q1: 141,625 shares 141,625 $17.6M 1.99% -2,982 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: 248,652 shares; 2024Q4: 247,435 shares; 2025Q1: 223,106 shares; 2025Q2: 219,251 shares; 2025Q3: 219,251 shares; 2025Q4: 219,632 shares; 2026Q1: 215,576 shares 215,576 $17.2M 1.94% -4,056 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: 80,582 shares; 2024Q4: 81,656 shares; 2025Q1: 81,546 shares; 2025Q2: 80,135 shares; 2025Q3: 80,195 shares; 2025Q4: 80,929 shares; 2026Q1: 78,725 shares 78,725 $17.1M 1.93% -2,204 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: 325,618 shares; 2024Q4: 343,197 shares; 2025Q1: 338,394 shares; 2025Q2: 339,304 shares; 2025Q3: 340,846 shares; 2025Q4: 344,526 shares; 2026Q1: 342,036 shares 342,036 $16.7M 1.88% -2,490 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: 74,099 shares; 2024Q4: 70,456 shares; 2025Q1: 70,627 shares; 2025Q2: 68,680 shares; 2025Q3: 68,058 shares; 2025Q4: 75,924 shares; 2026Q1: 77,127 shares 77,127 $16.1M 1.81% +1,203 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: 72,959 shares; 2024Q4: 72,475 shares; 2025Q1: 71,888 shares; 2025Q2: 71,260 shares; 2025Q3: 70,798 shares; 2025Q4: 71,311 shares; 2026Q1: 76,070 shares 76,070 $15.7M 1.78% +4,759 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: 96,648 shares; 2024Q4: 83,649 shares; 2025Q1: 83,786 shares; 2025Q2: 82,403 shares; 2025Q3: 80,905 shares; 2025Q4: 76,061 shares; 2026Q1: 90,154 shares 90,154 $15.7M 1.77% +14,093 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: 54,415 shares; 2024Q4: 52,886 shares; 2025Q1: 51,191 shares; 2025Q2: 50,570 shares; 2025Q3: 50,489 shares; 2025Q4: 49,885 shares; 2026Q1: 51,333 shares 51,333 $15.5M 1.75% +1,448 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: 20,966 shares; 2024Q4: 20,864 shares; 2025Q1: 19,867 shares; 2025Q2: 20,417 shares; 2025Q3: 18,516 shares; 2025Q4: 18,427 shares; 2026Q1: 16,930 shares 16,930 $14.3M 1.62% -1,497 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: 16,888 shares; 2024Q4: 17,098 shares; 2025Q1: 17,129 shares; 2025Q2: 20,644 shares; 2025Q3: 20,657 shares; 2025Q4: 20,478 shares; 2026Q1: 20,044 shares 20,044 $14.2M 1.6% -434 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: 42,755 shares; 2024Q4: 40,786 shares; 2025Q1: 40,778 shares; 2025Q2: 40,228 shares; 2025Q3: 40,563 shares; 2025Q4: 42,681 shares; 2026Q1: 43,082 shares 43,082 $14.2M 1.6% +401 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: 81,389 shares; 2024Q4: 81,326 shares; 2025Q1: 80,569 shares; 2025Q2: 80,409 shares; 2025Q3: 79,310 shares; 2025Q4: 78,416 shares; 2026Q1: 81,859 shares 81,859 $13.9M 1.57% +3,443 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: 80,384 shares; 2024Q4: 80,642 shares; 2025Q1: 79,420 shares; 2025Q2: 77,368 shares; 2025Q3: 77,688 shares; 2025Q4: 75,165 shares; 2026Q1: 68,975 shares 68,975 $13.3M 1.5% -6,190 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: 49,628 shares; 2024Q4: 49,247 shares; 2025Q1: 48,907 shares; 2025Q2: 48,344 shares; 2025Q3: 48,174 shares; 2025Q4: 49,852 shares; 2026Q1: 58,776 shares 58,776 $13.3M 1.5% +8,924 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: 110,811 shares; 2024Q4: 107,943 shares; 2025Q1: 108,366 shares; 2025Q2: 107,021 shares; 2025Q3: 106,449 shares; 2025Q4: 113,106 shares; 2026Q1: 109,973 shares 109,973 $13.2M 1.49% -3,133 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: 51,285 shares; 2024Q4: 50,926 shares; 2025Q1: 43,110 shares; 2025Q2: 42,365 shares; 2025Q3: 41,952 shares; 2025Q4: 41,873 shares; 2026Q1: 40,017 shares 40,017 $12.1M 1.37% -1,856 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: 119,121 shares; 2024Q4: 116,296 shares; 2025Q1: 114,795 shares; 2025Q2: 114,223 shares; 2025Q3: 113,634 shares; 2025Q4: 119,703 shares; 2026Q1: 125,174 shares 125,174 $11.2M 1.26% +5,471 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: 50,677 shares; 2024Q4: 50,588 shares; 2025Q1: 50,680 shares; 2025Q2: 49,889 shares; 2025Q3: 49,912 shares; 2025Q4: 52,693 shares; 2026Q1: 57,705 shares 57,705 $10.9M 1.23% +5,012 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: 39,870 shares; 2024Q4: 39,760 shares; 2025Q1: 39,575 shares; 2025Q2: 33,468 shares; 2025Q3: 33,229 shares; 2025Q4: 38,737 shares; 2026Q1: 37,276 shares 37,276 $10.7M 1.21% -1,461 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: 40,972 shares; 2024Q4: 40,037 shares; 2025Q1: 39,917 shares; 2025Q2: 39,267 shares; 2025Q3: 34,892 shares; 2025Q4: 34,945 shares; 2026Q1: 36,512 shares 36,512 $10.6M 1.2% +1,567 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: 160,177 shares; 2024Q4: 157,411 shares; 2025Q1: 153,536 shares; 2025Q2: 150,441 shares; 2025Q3: 148,560 shares; 2025Q4: 147,422 shares; 2026Q1: 139,052 shares 139,052 $10.6M 1.19% -8,370 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: 49,130 shares; 2024Q4: 49,205 shares; 2025Q1: 53,275 shares; 2025Q2: 53,251 shares; 2025Q3: 53,477 shares; 2025Q4: 54,209 shares; 2026Q1: 49,682 shares 49,682 $10.4M 1.17% -4,527 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: 70,289 shares; 2024Q4: 70,133 shares; 2025Q1: 69,692 shares; 2025Q2: 69,241 shares; 2025Q3: 69,336 shares; 2025Q4: 80,386 shares; 2026Q1: 79,764 shares 79,764 $10.3M 1.16% -622 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: 17,293 shares; 2024Q4: 16,662 shares; 2025Q1: 18,677 shares; 2025Q2: 18,396 shares; 2025Q3: 18,397 shares; 2025Q4: 23,837 shares; 2026Q1: 32,052 shares 32,052 $9.92M 1.12% +8,215 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.34M 1.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,291 shares; 2024Q4: 88,233 shares; 2025Q1: 86,636 shares; 2025Q2: 85,759 shares; 2025Q3: 85,959 shares; 2025Q4: 82,116 shares; 2026Q1: 95,768 shares 95,768 $9.23M 1.04% +13,652 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: 26,579 shares; 2024Q4: 28,744 shares; 2025Q1: 28,694 shares; 2025Q2: 29,492 shares; 2025Q3: 33,793 shares; 2025Q4: 34,459 shares; 2026Q1: 45,165 shares 45,165 $8.96M 1.01% +10,706 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: 10,065 shares; 2024Q4: 9,105 shares; 2025Q1: 10,424 shares; 2025Q2: 10,425 shares; 2025Q3: 10,312 shares; 2025Q4: 10,207 shares; 2026Q1: 10,018 shares 10,018 $8.74M 0.99% -189 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: 8,506 shares; 2024Q4: 8,418 shares; 2025Q1: 8,445 shares; 2025Q2: 8,187 shares; 2025Q3: 8,135 shares; 2025Q4: 8,703 shares; 2026Q1: 8,699 shares 8,699 $8.67M 0.98% -4 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: 16,237 shares; 2024Q4: 16,350 shares; 2025Q1: 15,963 shares; 2025Q2: 15,948 shares; 2025Q3: 15,668 shares; 2025Q4: 15,327 shares; 2026Q1: 14,369 shares 14,369 $8.29M 0.94% -958 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,864 shares; 2024Q4: 66,421 shares; 2025Q1: 65,999 shares; 2025Q2: 82,360 shares; 2025Q3: 82,691 shares; 2025Q4: 87,759 shares; 2026Q1: 71,537 shares 71,537 $8.23M 0.93% -16,222 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: 8,560 shares; 2024Q4: 8,960 shares; 2025Q1: 34,080 shares; 2025Q2: 43,381 shares; 2025Q3: 49,267 shares; 2025Q4: 50,792 shares; 2026Q1: 53,202 shares 53,202 $7.73M 0.87% +2,410 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: 55,382 shares; 2024Q4: 56,669 shares; 2025Q1: 56,094 shares; 2025Q2: 55,750 shares; 2025Q3: 50,493 shares; 2025Q4: 50,760 shares; 2026Q1: 50,261 shares 50,261 $7.39M 0.83% -499 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: 65,035 shares; 2024Q4: 64,937 shares; 2025Q1: 59,940 shares; 2025Q2: 58,913 shares; 2025Q3: 59,389 shares; 2025Q4: 59,419 shares; 2026Q1: 65,442 shares 65,442 $6.72M 0.76% +6,023 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: 11,034 shares; 2024Q4: 11,009 shares; 2025Q1: 11,198 shares; 2025Q2: 10,896 shares; 2025Q3: 10,886 shares; 2025Q4: 14,859 shares; 2026Q1: 14,019 shares 14,019 $6.72M 0.76% -840 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: 23,899 shares; 2024Q4: 23,899 shares; 2025Q1: 23,899 shares; 2025Q2: 23,096 shares; 2025Q3: 23,156 shares; 2025Q4: 24,769 shares; 2026Q1: 24,529 shares 24,529 $6.38M 0.72% -240 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: 26,461 shares; 2024Q4: 17,732 shares; 2025Q1: 31,338 shares; 2025Q2: 53,673 shares; 2025Q3: 53,432 shares; 2025Q4: 53,424 shares; 2026Q1: 52,981 shares 52,981 $6.01M 0.68% -443 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,939 shares; 2024Q4: 73,316 shares; 2025Q1: 90,122 shares; 2025Q2: 111,703 shares; 2025Q3: 117,178 shares; 2025Q4: 116,844 shares; 2026Q1: 113,947 shares 113,947 $6M 0.68% -2,897 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: 42,396 shares; 2024Q4: 42,573 shares; 2025Q1: 42,507 shares; 2025Q2: 42,437 shares; 2025Q3: 42,367 shares; 2025Q4: 43,668 shares; 2026Q1: 44,994 shares 44,994 $5.94M 0.67% +1,326 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: 62,497 shares; 2024Q4: 63,254 shares; 2025Q1: 69,606 shares; 2025Q2: 67,473 shares; 2025Q3: 68,307 shares; 2025Q4: 52,895 shares; 2026Q1: 43,107 shares 43,107 $5.22M 0.59% -9,788 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,038 shares; 2024Q4: 33,854 shares; 2025Q1: 32,898 shares; 2025Q2: 32,899 shares; 2025Q3: 32,379 shares; 2025Q4: 31,544 shares; 2026Q1: 30,494 shares 30,494 $5.21M 0.59% -1,050 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: 7,588 shares; 2024Q4: 7,423 shares; 2025Q1: 7,353 shares; 2025Q2: 7,242 shares; 2025Q3: 7,263 shares; 2025Q4: 8,994 shares; 2026Q1: 9,063 shares 9,063 $5.19M 0.58% +69 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: 20,372 shares; 2024Q4: 17,940 shares; 2025Q1: 17,695 shares; 2025Q2: 17,516 shares; 2025Q3: 17,414 shares; 2025Q4: 17,404 shares; 2026Q1: 17,309 shares 17,309 $4.91M 0.55% -95 Timeline PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,449 shares; 2024Q4: 237,547 shares; 2025Q1: 233,557 shares; 2025Q2: 229,659 shares; 2025Q3: 227,312 shares; 2025Q4: 226,312 shares; 2026Q1: 225,177 shares 225,177 $4.86M 0.55% -1,135 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: 37,748 shares; 2024Q4: 36,618 shares; 2025Q1: 35,747 shares; 2025Q2: 34,824 shares; 2025Q3: 33,835 shares; 2025Q4: 33,027 shares; 2026Q1: 32,677 shares 32,677 $4.72M 0.53% -350 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: 23,570 shares; 2024Q4: 36,257 shares; 2025Q1: 49,242 shares; 2025Q2: 52,817 shares; 2025Q3: 53,911 shares; 2025Q4: 68,149 shares; 2026Q1: 65,608 shares 65,608 $4.72M 0.53% -2,541 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: 11,364 shares; 2024Q4: 11,230 shares; 2025Q1: 11,205 shares; 2025Q2: 8,089 shares; 2025Q3: 8,134 shares; 2025Q4: 8,361 shares; 2026Q1: 8,951 shares 8,951 $4.68M 0.53% +590 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: 23,343 shares; 2024Q4: 24,018 shares; 2025Q1: 24,413 shares; 2025Q2: 24,623 shares; 2025Q3: 25,192 shares; 2025Q4: 26,537 shares; 2026Q1: 27,251 shares 27,251 $4.48M 0.51% +714 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: 110,791 shares; 2024Q4: 110,802 shares; 2025Q1: 106,480 shares; 2025Q2: 106,299 shares; 2025Q3: 104,976 shares; 2025Q4: 104,988 shares; 2026Q1: 97,188 shares 97,188 $4.47M 0.5% -7,800 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,197 shares; 2024Q4: 61,150 shares; 2025Q1: 61,178 shares; 2025Q2: 60,058 shares; 2025Q3: 60,081 shares; 2025Q4: 57,042 shares; 2026Q1: 47,120 shares 47,120 $4.38M 0.49% -9,922 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: 111,200 shares; 2024Q4: 95,378 shares; 2025Q1: 89,766 shares; 2025Q2: 84,583 shares; 2025Q3: 84,220 shares; 2025Q4: 82,570 shares; 2026Q1: 79,538 shares 79,538 $4.31M 0.49% -3,032 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: 11,325 shares; 2024Q4: 11,621 shares; 2025Q1: 15,021 shares; 2025Q2: 15,150 shares; 2025Q3: 15,541 shares; 2025Q4: 16,514 shares; 2026Q1: 17,010 shares 17,010 $4.13M 0.47% +496 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: 10,325 shares; 2024Q4: 10,365 shares; 2025Q1: 10,360 shares; 2025Q2: 10,185 shares; 2025Q3: 10,220 shares; 2025Q4: 11,361 shares; 2026Q1: 11,495 shares 11,495 $4.09M 0.46% +134 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: 83,253 shares; 2024Q4: 77,879 shares; 2025Q1: 81,705 shares; 2025Q2: 82,345 shares; 2025Q3: 83,995 shares; 2025Q4: 85,787 shares; 2026Q1: 80,879 shares 80,879 $4.06M 0.46% -4,908 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,383 shares; 2024Q4: 33,432 shares; 2025Q1: 33,112 shares; 2025Q2: 32,908 shares; 2025Q3: 31,372 shares; 2025Q4: 32,132 shares; 2026Q1: 32,996 shares 32,996 $3.9M 0.44% +864 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 10,630 shares; 2025Q1: 10,630 shares; 2025Q2: 10,615 shares; 2025Q3: 10,615 shares; 2025Q4: 10,615 shares; 2026Q1: 10,605 shares 10,605 $3.85M 0.43% -10 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: 5,657 shares; 2024Q4: 5,803 shares; 2025Q1: 9,874 shares; 2025Q2: 9,890 shares; 2025Q3: 9,977 shares; 2025Q4: 10,063 shares; 2026Q1: 10,852 shares 10,852 $3.75M 0.42% +789 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: 79,051 shares; 2024Q4: 79,614 shares; 2025Q1: 72,173 shares; 2025Q2: 71,867 shares; 2025Q3: 67,226 shares; 2025Q4: 68,448 shares; 2026Q1: 61,718 shares 61,718 $3.74M 0.42% -6,730 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,760 shares; 2024Q4: 110,660 shares; 2025Q1: 117,210 shares; 2025Q2: 119,382 shares; 2025Q3: 140,282 shares; 2025Q4: 195,547 shares; 2026Q1: 191,872 shares 191,872 $3.64M 0.41% -3,675 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: 9,296 shares; 2024Q4: 9,290 shares; 2025Q1: 8,990 shares; 2025Q2: 8,972 shares; 2025Q3: 8,963 shares; 2025Q4: 11,668 shares; 2026Q1: 11,253 shares 11,253 $3.61M 0.41% -415 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: 10,063 shares; 2024Q4: 10,258 shares; 2025Q1: 10,237 shares; 2025Q2: 10,123 shares; 2025Q3: 10,228 shares; 2025Q4: 10,236 shares; 2026Q1: 10,691 shares 10,691 $3.48M 0.39% +455 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: 20,074 shares; 2024Q4: 19,994 shares; 2025Q1: 19,985 shares; 2025Q2: 19,908 shares; 2025Q3: 20,066 shares; 2025Q4: 21,347 shares; 2026Q1: 21,408 shares 21,408 $3.48M 0.39% +61 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: 94,607 shares; 2024Q4: 82,118 shares; 2025Q1: 108,666 shares; 2025Q2: 128,800 shares; 2025Q3: 143,084 shares; 2025Q4: 139,166 shares; 2026Q1: 123,148 shares 123,148 $3.46M 0.39% -16,018 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,218 shares; 2024Q4: 53,218 shares; 2025Q1: 53,218 shares; 2025Q2: 51,725 shares; 2025Q3: 51,725 shares; 2025Q4: 51,725 shares; 2026Q1: 51,725 shares 51,725 $3.43M 0.39% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,850 shares; 2025Q4: 28,660 shares; 2026Q1: 29,410 shares 29,410 $3.19M 0.36% +750 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,130 shares; 2024Q4: 71,035 shares; 2025Q1: 71,180 shares; 2025Q2: 71,305 shares; 2025Q3: 69,350 shares; 2025Q4: 58,550 shares; 2026Q1: 58,550 shares 58,550 $3.01M 0.34% 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: 8,103 shares; 2024Q4: 8,109 shares; 2025Q1: 12,649 shares; 2025Q2: 12,640 shares; 2025Q3: 12,740 shares; 2025Q4: 12,821 shares; 2026Q1: 12,882 shares 12,882 $2.96M 0.33% +61 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 2,687 shares; 2025Q3: 3,857 shares; 2025Q4: 4,590 shares; 2026Q1: 4,109 shares 4,109 $2.87M 0.32% -481 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 1,949 shares; 2025Q1: 1,995 shares; 2025Q2: 1,600 shares; 2025Q3: 1,650 shares; 2025Q4: 1,676 shares; 2026Q1: 1,642 shares 1,642 $2.84M 0.32% -34 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 8,132 shares; 2025Q1: 8,017 shares; 2025Q2: 6,408 shares; 2025Q3: 6,220 shares; 2025Q4: 6,195 shares; 2026Q1: 6,175 shares 6,175 $2.76M 0.31% -20 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,875 shares; 2024Q4: 32,875 shares; 2025Q1: 32,876 shares; 2025Q2: 32,653 shares; 2025Q3: 32,654 shares; 2025Q4: 32,655 shares; 2026Q1: 32,432 shares 32,432 $2.75M 0.31% -223 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: 6,707 shares; 2024Q4: 6,722 shares; 2025Q1: 6,750 shares; 2025Q2: 6,846 shares; 2025Q3: 7,098 shares; 2025Q4: 7,673 shares; 2026Q1: 7,884 shares 7,884 $2.71M 0.31% +211 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: 12,887 shares; 2024Q4: 12,895 shares; 2025Q1: 12,902 shares; 2025Q2: 11,668 shares; 2025Q3: 11,675 shares; 2025Q4: 11,063 shares; 2026Q1: 11,158 shares 11,158 $2.7M 0.31% +95 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,480 shares; 2025Q1: 3,400 shares; 2025Q2: 40,284 shares; 2025Q3: 40,284 shares; 2025Q4: 40,284 shares; 2026Q1: 40,284 shares 40,284 $2.7M 0.3% 0 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: 14,633 shares; 2025Q3: 14,697 shares; 2025Q4: 14,175 shares; 2026Q1: 14,005 shares 14,005 $2.55M 0.29% -170 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 4,427 shares; 2025Q1: 4,430 shares; 2025Q2: 20,049 shares; 2025Q3: 18,967 shares; 2025Q4: 19,131 shares; 2026Q1: 19,159 shares 19,159 $2.53M 0.29% +28 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,555 shares; 2026Q1: 30,096 shares 30,096 $2.49M 0.28% +11,541 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: 19,322 shares; 2024Q4: 18,919 shares; 2025Q1: 18,921 shares; 2025Q2: 18,778 shares; 2025Q3: 19,015 shares; 2025Q4: 19,169 shares; 2026Q1: 18,572 shares 18,572 $2.43M 0.27% -597 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: 8,885 shares; 2024Q4: 8,470 shares; 2025Q1: 8,289 shares; 2025Q2: 7,934 shares; 2025Q3: 7,921 shares; 2025Q4: 7,827 shares; 2026Q1: 7,723 shares 7,723 $2.4M 0.27% -104 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,985 shares; 2025Q3: 16,180 shares; 2025Q4: 25,185 shares; 2026Q1: 25,950 shares 25,950 $2.4M 0.27% +765 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: 117,510 shares; 2024Q4: 116,818 shares; 2025Q1: 109,701 shares; 2025Q2: 98,644 shares; 2025Q3: 95,385 shares; 2025Q4: 88,301 shares; 2026Q1: 82,434 shares 82,434 $2.39M 0.27% -5,867 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: 18,274 shares; 2024Q4: 17,039 shares; 2025Q1: 17,039 shares; 2025Q2: 34,078 shares; 2025Q3: 34,590 shares; 2025Q4: 53,982 shares; 2026Q1: 51,358 shares 51,358 $2.38M 0.27% -2,624 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,377 shares; 2025Q1: 4,892 shares; 2025Q2: 5,478 shares; 2025Q3: 5,432 shares; 2025Q4: 5,231 shares; 2026Q1: 6,177 shares 6,177 $2.3M 0.26% +946 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,161 shares; 2025Q1: 2,216 shares; 2025Q2: 2,196 shares; 2025Q3: 2,150 shares; 2025Q4: 4,150 shares; 2026Q1: 3,850 shares 3,850 $2.27M 0.26% -300 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 7,160 shares; 2025Q1: 15,385 shares; 2025Q2: 15,445 shares; 2025Q3: 15,580 shares; 2025Q4: 15,755 shares; 2026Q1: 15,825 shares 15,825 $2.14M 0.24% +70 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,715 shares; 2026Q1: 17,750 shares 17,750 $2.11M 0.24% +35 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 3,426 shares; 2025Q1: 3,420 shares; 2025Q2: 3,322 shares; 2025Q3: 3,313 shares; 2025Q4: 3,222 shares; 2026Q1: 3,191 shares 3,191 $2.08M 0.24% -31 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,935 shares 105,935 $2.06M 0.23% 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: 6,731 shares; 2024Q4: 6,770 shares; 2025Q1: 6,735 shares; 2025Q2: 6,635 shares; 2025Q3: 6,816 shares; 2025Q4: 7,556 shares; 2026Q1: 7,686 shares 7,686 $2.05M 0.23% +130 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,021 shares; 2025Q1: 3,784 shares; 2025Q2: 7,284 shares; 2025Q3: 7,858 shares; 2025Q4: 7,096 shares; 2026Q1: 5,441 shares 5,441 $2M 0.23% -1,655 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: 26,795 shares; 2024Q4: 26,030 shares; 2025Q1: 30,485 shares; 2025Q2: 31,497 shares; 2025Q3: 24,490 shares; 2025Q4: 28,446 shares; 2026Q1: 29,014 shares 29,014 $1.91M 0.22% +568 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 6,743 shares; 2025Q1: 6,903 shares; 2025Q2: 6,483 shares; 2025Q3: 6,668 shares; 2025Q4: 6,743 shares; 2026Q1: 6,846 shares 6,846 $1.86M 0.21% +103 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,611 shares; 2024Q4: 8,375 shares; 2025Q1: 8,580 shares; 2025Q2: 8,480 shares; 2025Q3: 8,294 shares; 2025Q4: 8,294 shares; 2026Q1: 8,468 shares 8,468 $1.83M 0.21% +174 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: 39,750 shares; 2025Q4: 49,809 shares; 2026Q1: 46,390 shares 46,390 $1.82M 0.21% -3,419 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: 16,025 shares; 2024Q4: 15,520 shares; 2025Q1: 16,965 shares; 2025Q2: 13,939 shares; 2025Q3: 16,059 shares; 2025Q4: 9,081 shares; 2026Q1: 6,703 shares 6,703 $1.81M 0.2% -2,378 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: 3,172 shares; 2024Q4: 3,247 shares; 2025Q1: 3,307 shares; 2025Q2: 3,287 shares; 2025Q3: 3,292 shares; 2025Q4: 3,397 shares; 2026Q1: 3,524 shares 3,524 $1.75M 0.2% +127 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: 34,663 shares; 2024Q4: 34,623 shares; 2025Q1: 34,623 shares; 2025Q2: 34,323 shares; 2025Q3: 27,323 shares; 2025Q4: 27,023 shares; 2026Q1: 24,373 shares 24,373 $1.74M 0.2% -2,650 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: 3,392 shares; 2024Q4: 18,014 shares; 2025Q1: 18,541 shares; 2025Q2: 18,613 shares; 2025Q3: 20,760 shares; 2025Q4: 36,351 shares; 2026Q1: 37,074 shares 37,074 $1.68M 0.19% +723 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: 18,290 shares; 2024Q4: 17,497 shares; 2025Q1: 17,690 shares; 2025Q2: 17,718 shares; 2025Q3: 17,986 shares; 2025Q4: 17,968 shares; 2026Q1: 17,863 shares 17,863 $1.65M 0.19% -105 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,135 shares; 2024Q4: 30,135 shares; 2025Q1: 30,135 shares; 2025Q2: 30,135 shares; 2025Q3: 30,135 shares; 2025Q4: 30,699 shares; 2026Q1: 30,699 shares 30,699 $1.61M 0.18% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,267 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,189 shares 2,189 $1.59M 0.18% -48 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,125 shares; 2025Q1: 42,816 shares; 2025Q2: 48,110 shares; 2025Q3: 48,856 shares; 2025Q4: 54,250 shares; 2026Q1: 57,375 shares 57,375 $1.44M 0.16% +3,125 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: 17,016 shares; 2024Q4: 17,421 shares; 2025Q1: 17,575 shares; 2025Q2: 16,286 shares; 2025Q3: 16,247 shares; 2025Q4: 16,243 shares; 2026Q1: 16,377 shares 16,377 $1.4M 0.16% +134 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: 30,562 shares; 2024Q4: 29,769 shares; 2025Q1: 32,058 shares; 2025Q2: 32,236 shares; 2025Q3: 28,109 shares; 2025Q4: 29,273 shares; 2026Q1: 20,412 shares 20,412 $1.39M 0.16% -8,861 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,442 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,430 shares 1,430 $1.38M 0.16% -36 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: not reported; 2024Q4: 2,555 shares; 2025Q1: 4,327 shares; 2025Q2: 4,327 shares; 2025Q3: 4,383 shares; 2025Q4: 4,383 shares; 2026Q1: 4,033 shares 4,033 $1.36M 0.15% -350 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,221 shares; 2024Q4: 98,593 shares; 2025Q1: 85,309 shares; 2025Q2: 87,289 shares; 2025Q3: 68,243 shares; 2025Q4: 69,225 shares; 2026Q1: 70,123 shares 70,123 $1.35M 0.15% +898 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,348 shares; 2024Q4: 26,391 shares; 2025Q1: 28,764 shares; 2025Q2: 30,311 shares; 2025Q3: 16,906 shares; 2025Q4: 19,034 shares; 2026Q1: 55,433 shares 55,433 $1.31M 0.15% +36,399 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: 1,460 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $1.26M 0.14% 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: 38,059 shares; 2024Q4: 38,364 shares; 2025Q1: 38,289 shares; 2025Q2: 38,368 shares; 2025Q3: 31,950 shares; 2025Q4: 32,032 shares; 2026Q1: 31,927 shares 31,927 $1.21M 0.14% -105 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: 19,115 shares; 2024Q4: 18,077 shares; 2025Q1: 8,621 shares; 2025Q2: 8,293 shares; 2025Q3: 8,230 shares; 2025Q4: 7,765 shares; 2026Q1: 7,339 shares 7,339 $1.14M 0.13% -426 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,475 shares; 2025Q1: 12,161 shares; 2025Q2: 12,181 shares; 2025Q3: 12,281 shares; 2025Q4: 12,471 shares; 2026Q1: 12,646 shares 12,646 $1.14M 0.13% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,003 shares; 2025Q3: 18,301 shares; 2025Q4: 38,541 shares; 2026Q1: 42,355 shares 42,355 $1.1M 0.12% +3,814 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,888 shares; 2024Q4: 9,073 shares; 2025Q1: 8,668 shares; 2025Q2: 8,533 shares; 2025Q3: 7,738 shares; 2025Q4: 7,014 shares; 2026Q1: 6,994 shares 6,994 $1.09M 0.12% -20 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: 27,737 shares; 2024Q4: 27,747 shares; 2025Q1: 27,216 shares; 2025Q2: 27,222 shares; 2025Q3: 27,229 shares; 2025Q4: 27,235 shares; 2026Q1: 27,241 shares 27,241 $1.07M 0.12% +6 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $1.06M 0.12% 0 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: 26,950 shares; 2024Q4: 23,205 shares; 2025Q1: 21,800 shares; 2025Q2: 21,800 shares; 2025Q3: 20,255 shares; 2025Q4: 19,940 shares; 2026Q1: 19,820 shares 19,820 $1.06M 0.12% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,881 shares; 2026Q1: 1,968 shares 1,968 $983K 0.11% +87 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,467 shares; 2026Q1: 3,231 shares 3,231 $958K 0.11% -236 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,690 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares 2,660 $951K 0.11% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 810 shares 810 $939K 0.11% +60 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: 55,641 shares; 2024Q4: 53,433 shares; 2025Q1: 49,820 shares; 2025Q2: 39,907 shares; 2025Q3: 34,654 shares; 2025Q4: 34,671 shares; 2026Q1: 27,721 shares 27,721 $929K 0.1% -6,950 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 450 shares; 2026Q1: 480 shares 480 $919K 0.1% +30 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: 9,089 shares; 2024Q4: 9,388 shares; 2025Q1: 9,373 shares; 2025Q2: 9,929 shares; 2025Q3: 9,665 shares; 2025Q4: 9,276 shares; 2026Q1: 8,538 shares 8,538 $859K 0.1% -738 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly 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: 1,930 shares; 2026Q1: 1,800 shares 1,800 $854K 0.1% -130 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: 1,437 shares; 2024Q4: 1,268 shares; 2025Q1: 1,261 shares; 2025Q2: 1,356 shares; 2025Q3: 1,405 shares; 2025Q4: 1,408 shares; 2026Q1: 1,400 shares 1,400 $836K 0.09% -8 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: 7,009 shares; 2024Q4: 7,222 shares; 2025Q1: 7,206 shares; 2025Q2: 6,927 shares; 2025Q3: 6,513 shares; 2025Q4: 6,252 shares; 2026Q1: 6,185 shares 6,185 $820K 0.09% -67 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: 26,857 shares; 2024Q4: 19,983 shares; 2025Q1: 6,796 shares; 2025Q2: 9,112 shares; 2025Q3: 8,743 shares; 2025Q4: 12,866 shares; 2026Q1: 12,901 shares 12,901 $789K 0.09% +35 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,098 shares; 2026Q1: 10,598 shares 10,598 $768K 0.09% +500 Timeline AON AON PLC More: the full row for AON 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: 2,212 shares; 2026Q1: 2,337 shares 2,337 $754K 0.09% +125 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: 24,435 shares; 2024Q4: 24,376 shares; 2025Q1: 22,785 shares; 2025Q2: 22,821 shares; 2025Q3: 7,365 shares; 2025Q4: 4,602 shares; 2026Q1: 4,506 shares 4,506 $745K 0.08% -96 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: 1,775 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 2,875 shares; 2026Q1: 1,725 shares 1,725 $734K 0.08% -1,150 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,414 shares; 2025Q1: 16,471 shares; 2025Q2: 17,048 shares; 2025Q3: 17,196 shares; 2025Q4: 16,634 shares; 2026Q1: 18,402 shares 18,402 $733K 0.08% +1,768 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,175 shares; 2026Q1: 1,260 shares 1,260 $710K 0.08% +85 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: 954 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 530 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 771 shares 771 $709K 0.08% -13 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: 15,650 shares; 2024Q4: 15,925 shares; 2025Q1: 16,325 shares; 2025Q2: 14,814 shares; 2025Q3: 14,769 shares; 2025Q4: 8,375 shares; 2026Q1: 5,928 shares 5,928 $703K 0.08% -2,447 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: 23,040 shares; 2024Q4: 10,886 shares; 2025Q1: 9,480 shares; 2025Q2: 9,570 shares; 2025Q3: 9,389 shares; 2025Q4: 13,343 shares; 2026Q1: 12,228 shares 12,228 $646K 0.07% -1,115 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,227 shares; 2025Q2: 33,836 shares; 2025Q3: 33,119 shares; 2025Q4: 26,574 shares; 2026Q1: 24,896 shares 24,896 $637K 0.07% -1,678 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 64,233 shares 64,233 $630K 0.07% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,630 shares; 2026Q1: 8,122 shares 8,122 $619K 0.07% -2,508 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 21,224 shares; 2025Q3: 21,824 shares; 2025Q4: 21,347 shares; 2026Q1: 21,178 shares 21,178 $601K 0.07% -169 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 16,647 shares; 2026Q1: 53,959 shares 53,959 $599K 0.07% +37,312 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: 7,799 shares; 2024Q4: 9,059 shares; 2025Q1: 8,261 shares; 2025Q2: 8,263 shares; 2025Q3: 8,264 shares; 2025Q4: 7,514 shares; 2026Q1: 7,514 shares 7,514 $583K 0.07% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 8,060 shares; 2026Q1: 6,060 shares 6,060 $583K 0.07% -2,000 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,894 shares; 2025Q1: 28,486 shares; 2025Q2: 32,333 shares; 2025Q3: 29,699 shares; 2025Q4: 22,464 shares; 2026Q1: 15,114 shares 15,114 $581K 0.07% -7,350 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 8,155 shares; 2025Q1: 8,141 shares; 2025Q2: 9,709 shares; 2025Q3: 9,766 shares; 2025Q4: 9,431 shares; 2026Q1: 9,342 shares 9,342 $580K 0.07% -89 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,783 shares; 2024Q4: 32,775 shares; 2025Q1: 32,001 shares; 2025Q2: 31,827 shares; 2025Q3: 31,828 shares; 2025Q4: 31,829 shares; 2026Q1: 5,755 shares 5,755 $572K 0.06% -26,074 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS 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: 21,922 shares; 2026Q1: 15,029 shares 15,029 $535K 0.06% -6,893 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares 2,867 $525K 0.06% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,146 shares; 2024Q4: 27,721 shares; 2025Q1: 29,859 shares; 2025Q2: 29,983 shares; 2025Q3: 30,207 shares; 2025Q4: 23,627 shares; 2026Q1: 18,704 shares 18,704 $511K 0.06% -4,923 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 49,412 shares; 2025Q1: 25,549 shares; 2025Q2: 24,534 shares; 2025Q3: 26,909 shares; 2025Q4: 9,119 shares; 2026Q1: 5,064 shares 5,064 $498K 0.06% -4,055 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,936 shares; 2024Q4: 8,088 shares; 2025Q1: 8,089 shares; 2025Q2: 8,263 shares; 2025Q3: 8,056 shares; 2025Q4: 7,759 shares; 2026Q1: 7,691 shares 7,691 $498K 0.06% -68 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,162 shares; 2024Q4: 7,049 shares; 2025Q1: 6,465 shares; 2025Q2: 9,908 shares; 2025Q3: 7,860 shares; 2025Q4: 7,704 shares; 2026Q1: 6,513 shares 6,513 $489K 0.06% -1,191 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: 4,662 shares; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 5,064 shares; 2025Q3: 5,044 shares; 2025Q4: 5,044 shares; 2026Q1: 4,944 shares 4,944 $459K 0.05% -100 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: 1,865 shares; 2024Q4: 2,183 shares; 2025Q1: 2,177 shares; 2025Q2: 2,294 shares; 2025Q3: 2,229 shares; 2025Q4: 2,148 shares; 2026Q1: 2,026 shares 2,026 $443K 0.05% -122 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: 1,819 shares; 2024Q4: 2,358 shares; 2025Q1: 2,308 shares; 2025Q2: 1,882 shares; 2025Q3: 1,816 shares; 2025Q4: 1,770 shares; 2026Q1: 1,627 shares 1,627 $426K 0.05% -143 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,047 shares; 2025Q1: 20,866 shares; 2025Q2: 20,100 shares; 2025Q3: 20,314 shares; 2025Q4: 16,286 shares; 2026Q1: 16,402 shares 16,402 $414K 0.05% +116 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: 2,624 shares; 2024Q4: 2,637 shares; 2025Q1: 2,648 shares; 2025Q2: 2,660 shares; 2025Q3: 2,672 shares; 2025Q4: 3,134 shares; 2026Q1: 3,144 shares 3,144 $412K 0.05% +10 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: not reported; 2025Q4: 14,548 shares; 2026Q1: 9,260 shares 9,260 $412K 0.05% -5,288 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,192 shares; 2026Q1: 1,210 shares 1,210 $409K 0.05% +18 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,609 shares; 2024Q4: 64,355 shares; 2025Q1: 65,112 shares; 2025Q2: 68,636 shares; 2025Q3: 21,753 shares; 2025Q4: 22,101 shares; 2026Q1: 21,790 shares 21,790 $393K 0.04% -311 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: not reported; 2025Q2: not reported; 2025Q3: 7,889 shares; 2025Q4: 7,243 shares; 2026Q1: 8,759 shares 8,759 $392K 0.04% +1,516 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,389 shares; 2024Q4: 192,359 shares; 2025Q1: 183,079 shares; 2025Q2: 117,074 shares; 2025Q3: 115,519 shares; 2025Q4: 170,309 shares; 2026Q1: 170,809 shares 170,809 $388K 0.04% +500 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,912 shares; 2024Q4: 18,582 shares; 2025Q1: 18,641 shares; 2025Q2: 13,709 shares; 2025Q3: 10,195 shares; 2025Q4: 6,590 shares; 2026Q1: 6,602 shares 6,602 $386K 0.04% +12 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: 13,879 shares; 2026Q1: 15,937 shares 15,937 $373K 0.04% +2,058 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: 5,447 shares; 2024Q4: 5,726 shares; 2025Q1: 5,713 shares; 2025Q2: 6,962 shares; 2025Q3: 6,665 shares; 2025Q4: 6,426 shares; 2026Q1: 6,328 shares 6,328 $359K 0.04% -98 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: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $357K 0.04% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,495 shares; 2026Q1: 1,995 shares 1,995 $350K 0.04% +500 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,400 shares 1,400 $349K 0.04% -400 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 839 shares 839 $339K 0.04% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly 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: 989 shares; 2026Q1: 989 shares 989 $335K 0.04% 0 Timeline NORW 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: not reported; 2025Q4: not reported; 2026Q1: 8,736 shares 8,736 $334K 0.04% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,456 shares 7,456 $316K 0.04% new Timeline IYJ 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: 2,090 shares; 2024Q4: 2,185 shares; 2025Q1: 2,179 shares; 2025Q2: 2,387 shares; 2025Q3: 2,268 shares; 2025Q4: 2,188 shares; 2026Q1: 2,120 shares 2,120 $313K 0.04% -68 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: 8,260 shares; 2024Q4: 8,450 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,242 shares; 2025Q4: 8,242 shares; 2026Q1: 8,472 shares 8,472 $311K 0.04% +230 Timeline XOP 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: not reported; 2026Q1: 1,703 shares 1,703 $310K 0.03% new 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: 1,735 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,625 shares; 2026Q1: 1,550 shares 1,550 $308K 0.03% -75 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,667 shares 6,667 $308K 0.03% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,558 shares; 2025Q1: 35,665 shares; 2025Q2: 35,364 shares; 2025Q3: 25,417 shares; 2025Q4: 16,609 shares; 2026Q1: 13,455 shares 13,455 $306K 0.03% -3,154 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: 6,371 shares; 2025Q1: 6,377 shares; 2025Q2: 5,600 shares; 2025Q3: 5,603 shares; 2025Q4: 8,410 shares; 2026Q1: 6,923 shares 6,923 $280K 0.03% -1,487 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $279K 0.03% 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: not reported; 2025Q4: 8,388 shares; 2026Q1: 8,388 shares 8,388 $278K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,515 shares; 2024Q4: 8,543 shares; 2025Q1: 8,410 shares; 2025Q2: 8,444 shares; 2025Q3: 8,461 shares; 2025Q4: 9,279 shares; 2026Q1: 7,355 shares 7,355 $274K 0.03% -1,924 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: 12,246 shares; 2024Q4: 12,402 shares; 2025Q1: 12,752 shares; 2025Q2: 12,192 shares; 2025Q3: 11,873 shares; 2025Q4: 11,932 shares; 2026Q1: 4,620 shares 4,620 $264K 0.03% -7,312 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,665 shares 5,665 $260K 0.03% new Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,216 shares 8,216 $256K 0.03% new Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,685 shares 3,685 $256K 0.03% new Timeline XTL 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: not reported; 2026Q1: 1,349 shares 1,349 $254K 0.03% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,969 shares; 2024Q4: 21,120 shares; 2025Q1: 21,275 shares; 2025Q2: 21,373 shares; 2025Q3: 21,536 shares; 2025Q4: 19,407 shares; 2026Q1: 19,581 shares 19,581 $252K 0.03% +174 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: 28,365 shares; 2024Q4: 26,949 shares; 2025Q1: 25,742 shares; 2025Q2: 7,685 shares; 2025Q3: 6,765 shares; 2025Q4: 5,368 shares; 2026Q1: 4,821 shares 4,821 $251K 0.03% -547 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,520 shares 4,520 $240K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,944 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,944 shares; 2025Q4: 1,944 shares; 2026Q1: 1,944 shares 1,944 $239K 0.03% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares 2,970 $238K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,273 shares 1,273 $232K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 4,904 shares; 2026Q1: 4,908 shares 4,908 $229K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $229K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $226K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $223K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 933 shares 933 $215K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,047 shares; 2024Q4: 21,672 shares; 2025Q1: 22,352 shares; 2025Q2: 22,262 shares; 2025Q3: 22,117 shares; 2025Q4: not reported; 2026Q1: 3,800 shares 3,800 $214K 0.02% new Timeline HNRG HALLADOR ENERGY COMPANY More: the full row for HALLADOR ENERGY COMPANY Quarterly 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: 13,140 shares 13,140 $214K 0.02% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares 4,450 $211K 0.02% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,799 shares; 2025Q2: 4,867 shares; 2025Q3: 9,794 shares; 2025Q4: not reported; 2026Q1: 5,008 shares 5,008 $210K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,104 shares 2,104 $208K 0.02% new Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,895 shares 15,895 $208K 0.02% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $203K 0.02% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,085 shares; 2025Q1: not reported; 2025Q2: 5,089 shares; 2025Q3: 5,091 shares; 2025Q4: 5,093 shares; 2026Q1: 5,095 shares 5,095 $201K 0.02% +2 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,509 shares 21,509 $183K 0.02% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,760 shares; 2025Q1: 97,628 shares; 2025Q2: 97,628 shares; 2025Q3: 56,760 shares; 2025Q4: 56,760 shares; 2026Q1: 56,760 shares 56,760 $170K 0.02% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $133K 0.01% 0 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE 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: 19,559 shares; 2025Q4: 16,400 shares; 2026Q1: 14,400 shares 14,400 $110K 0.01% -2,000 Timeline MRLN MERLIN INC More: the full row for MERLIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,135 shares 14,135 $104K 0.01% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE 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: not reported; 2025Q4: not reported; 2026Q1: 14,785 shares 14,785 $102K 0.01% new Timeline BMEA BIOMEA FUSION INC More: the full row for BIOMEA FUSION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,070 shares; 2024Q4: 94,570 shares; 2025Q1: 51,300 shares; 2025Q2: 51,300 shares; 2025Q3: 61,300 shares; 2025Q4: 58,300 shares; 2026Q1: 58,300 shares 58,300 $89.2K 0.01% 0 Timeline NNDM NANO DIMENSION LTD More: the full row for NANO DIMENSION 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: not reported; 2025Q4: 28,500 shares; 2026Q1: 28,500 shares 28,500 $48.5K 0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 11,620 shares; 2025Q4: 11,620 shares; 2026Q1: 14,620 shares 14,620 $42.1K <0.01% +3,000 Timeline RR RICHTECH ROBOTICS INC More: the full row for RICHTECH ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,010 shares 14,010 $29.3K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: 48,500 shares; 2026Q1: 48,500 shares 48,500 $26.8K <0.01% 0 Timeline WRAP WRAP TECHNOLOGIES INC More: the full row for WRAP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 12,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $15.4K <0.01% new Timeline BTBT BIT DIGITAL INC More: the full row for BIT 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: 17,505 shares; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $13.1K <0.01% new Timeline