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: 3,825,312 shares; 2024Q4: 509,777 shares; 2025Q1: 1,985,508 shares; 2025Q2: 3,542,276 shares; 2025Q3: 3,539,446 shares; 2025Q4: 3,575,462 shares; 2026Q1: 3,578,092 shares 3,578,092 $324M 8.97% +2,630 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: 674,793 shares; 2024Q4: 702,124 shares; 2025Q1: 576,190 shares; 2025Q2: 583,423 shares; 2025Q3: 1,078,309 shares; 2025Q4: 1,109,587 shares; 2026Q1: 1,140,780 shares 1,140,780 $299M 8.27% +31,193 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: 2,766,041 shares; 2024Q4: 2,827,534 shares; 2025Q1: 1,674,942 shares; 2025Q2: 2,524,911 shares; 2025Q3: 2,539,381 shares; 2025Q4: 2,545,417 shares; 2026Q1: 2,520,224 shares 2,520,224 $176M 4.87% -25,193 Timeline SJNK 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: 7,469,528 shares; 2024Q4: 7,848,992 shares; 2025Q1: 8,158,438 shares; 2025Q2: 6,641,043 shares; 2025Q3: 6,820,008 shares; 2025Q4: 6,868,188 shares; 2026Q1: 6,890,436 shares 6,890,436 $172M 4.76% +22,248 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: 239,058 shares; 2024Q4: 240,376 shares; 2025Q1: 221,930 shares; 2025Q2: 246,516 shares; 2025Q3: 255,149 shares; 2025Q4: 256,954 shares; 2026Q1: 243,396 shares 243,396 $159M 4.4% -13,558 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709,019 shares; 2024Q4: 1,686,491 shares; 2025Q1: 1,652,482 shares; 2025Q2: 1,636,251 shares; 2025Q3: 1,608,257 shares; 2025Q4: 1,583,127 shares; 2026Q1: 1,556,167 shares 1,556,167 $122M 3.37% -26,960 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: 487,634 shares; 2024Q4: 438,289 shares; 2025Q1: 437,614 shares; 2025Q2: 433,658 shares; 2025Q3: 412,082 shares; 2025Q4: 421,743 shares; 2026Q1: 424,450 shares 424,450 $108M 2.98% +2,707 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,543 shares; 2024Q4: 385,570 shares; 2025Q1: 306,015 shares; 2025Q2: 523,385 shares; 2025Q3: 548,900 shares; 2025Q4: 1,092,203 shares; 2026Q1: 723,415 shares 723,415 $96.1M 2.66% -368,788 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,668 shares; 2024Q4: 784,555 shares; 2025Q1: 643,406 shares; 2025Q2: 634,896 shares; 2025Q3: 353,158 shares; 2025Q4: 536,198 shares; 2026Q1: 640,620 shares 640,620 $71M 1.97% +104,422 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: 168,155 shares; 2024Q4: 168,563 shares; 2025Q1: 168,336 shares; 2025Q2: 165,170 shares; 2025Q3: 174,716 shares; 2025Q4: 172,415 shares; 2026Q1: 174,289 shares 174,289 $64.5M 1.79% +1,874 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: 116,392 shares; 2024Q4: 106,444 shares; 2025Q1: 233,852 shares; 2025Q2: 224,064 shares; 2025Q3: 258,779 shares; 2025Q4: 327,203 shares; 2026Q1: 342,170 shares 342,170 $59.7M 1.65% +14,967 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: 125,630 shares; 2024Q4: 123,486 shares; 2025Q1: 122,281 shares; 2025Q2: 121,351 shares; 2025Q3: 120,801 shares; 2025Q4: 118,818 shares; 2026Q1: 118,921 shares 118,921 $51.9M 1.44% +103 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: 178,295 shares; 2024Q4: 181,371 shares; 2025Q1: 116,127 shares; 2025Q2: 128,502 shares; 2025Q3: 265,995 shares; 2025Q4: 188,706 shares; 2026Q1: 248,195 shares 248,195 $47.6M 1.32% +59,489 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,891 shares; 2024Q4: 59,375 shares; 2025Q1: 282,995 shares; 2025Q2: 144,394 shares; 2025Q3: 161,319 shares; 2025Q4: 399,881 shares; 2026Q1: 312,037 shares 312,037 $45.7M 1.27% -87,844 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: 178,993 shares; 2024Q4: 178,159 shares; 2025Q1: 177,540 shares; 2025Q2: 174,196 shares; 2025Q3: 161,297 shares; 2025Q4: 144,428 shares; 2026Q1: 133,378 shares 133,378 $45.1M 1.25% -11,050 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: 173,507 shares; 2024Q4: 172,932 shares; 2025Q1: 171,074 shares; 2025Q2: 166,674 shares; 2025Q3: 163,451 shares; 2025Q4: 150,998 shares; 2026Q1: 133,442 shares 133,442 $38.4M 1.06% -17,556 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828,328 shares; 2024Q4: 810,807 shares; 2025Q1: 797,645 shares; 2025Q2: 791,327 shares; 2025Q3: 785,279 shares; 2025Q4: 773,857 shares; 2026Q1: 761,631 shares 761,631 $36.2M 1% -12,226 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: 137,519 shares; 2024Q4: 141,827 shares; 2025Q1: 145,889 shares; 2025Q2: 146,516 shares; 2025Q3: 157,194 shares; 2025Q4: 160,374 shares; 2026Q1: 170,455 shares 170,455 $35.5M 0.98% +10,081 Timeline AVLC 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: 9,574 shares; 2024Q4: 68,012 shares; 2025Q1: 143,814 shares; 2025Q2: 228,760 shares; 2025Q3: 327,058 shares; 2025Q4: 390,848 shares; 2026Q1: 443,964 shares 443,964 $34.4M 0.95% +53,116 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: 100,742 shares; 2024Q4: 102,409 shares; 2025Q1: 103,437 shares; 2025Q2: 106,981 shares; 2025Q3: 117,712 shares; 2025Q4: 114,421 shares; 2026Q1: 119,932 shares 119,932 $29.3M 0.81% +5,511 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: 91,504 shares; 2024Q4: 92,264 shares; 2025Q1: 91,534 shares; 2025Q2: 91,679 shares; 2025Q3: 86,240 shares; 2025Q4: 82,129 shares; 2026Q1: 80,588 shares 80,588 $28.4M 0.78% -1,541 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: 89,559 shares; 2024Q4: 89,513 shares; 2025Q1: 90,208 shares; 2025Q2: 87,294 shares; 2025Q3: 97,282 shares; 2025Q4: 97,824 shares; 2026Q1: 94,319 shares 94,319 $27.7M 0.77% -3,505 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,610 shares; 2024Q4: 420,744 shares; 2025Q1: 303,202 shares; 2025Q2: 319,029 shares; 2025Q3: 373,054 shares; 2025Q4: 279,265 shares; 2026Q1: 331,139 shares 331,139 $27.1M 0.75% +51,874 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,081 shares; 2024Q4: 150,843 shares; 2025Q1: 267,667 shares; 2025Q2: 263,076 shares; 2025Q3: 136,476 shares; 2025Q4: 138,742 shares; 2026Q1: 163,225 shares 163,225 $26.4M 0.73% +24,483 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: 71,485 shares; 2024Q4: 71,174 shares; 2025Q1: 71,304 shares; 2025Q2: 72,444 shares; 2025Q3: 87,604 shares; 2025Q4: 88,815 shares; 2026Q1: 87,515 shares 87,515 $25.1M 0.69% -1,300 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: 50,949 shares; 2024Q4: 50,711 shares; 2025Q1: 50,055 shares; 2025Q2: 48,158 shares; 2025Q3: 50,891 shares; 2025Q4: 43,438 shares; 2026Q1: 43,399 shares 43,399 $24.8M 0.69% -39 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: 101,609 shares; 2024Q4: 102,254 shares; 2025Q1: 103,106 shares; 2025Q2: 105,278 shares; 2025Q3: 106,986 shares; 2025Q4: 109,214 shares; 2026Q1: 109,820 shares 109,820 $23.9M 0.66% +606 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,548 shares; 2024Q4: 266,214 shares; 2025Q1: 288,298 shares; 2025Q2: 178,110 shares; 2025Q3: 358,670 shares; 2025Q4: 728,693 shares; 2026Q1: 388,752 shares 388,752 $23.8M 0.66% -339,941 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 48,035 shares; 2025Q1: 97,868 shares; 2025Q2: 135,004 shares; 2025Q3: 189,410 shares; 2025Q4: 250,644 shares; 2026Q1: 308,098 shares 308,098 $23.3M 0.65% +57,454 Timeline RMIF 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: 1,118,735 shares; 2024Q4: 1,091,723 shares; 2025Q1: 1,071,218 shares; 2025Q2: 1,054,694 shares; 2025Q3: 1,010,442 shares; 2025Q4: 976,048 shares; 2026Q1: 934,785 shares 934,785 $22.6M 0.63% -41,263 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: 445,508 shares; 2024Q4: 436,001 shares; 2025Q1: 422,774 shares; 2025Q2: 397,858 shares; 2025Q3: 375,643 shares; 2025Q4: 347,619 shares; 2026Q1: 371,095 shares 371,095 $22.5M 0.62% +23,476 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: 97,926 shares; 2024Q4: 93,829 shares; 2025Q1: 95,683 shares; 2025Q2: 97,772 shares; 2025Q3: 105,647 shares; 2025Q4: 789,950 shares; 2026Q1: 795,282 shares 795,282 $22.3M 0.62% +5,332 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,555 shares; 2024Q4: 962,900 shares; 2025Q1: 973,369 shares; 2025Q2: 978,360 shares; 2025Q3: 904,083 shares; 2025Q4: 846,350 shares; 2026Q1: 836,607 shares 836,607 $21.9M 0.6% -9,743 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: 74,374 shares; 2024Q4: 74,931 shares; 2025Q1: 75,814 shares; 2025Q2: 73,002 shares; 2025Q3: 66,624 shares; 2025Q4: 61,032 shares; 2026Q1: 63,193 shares 63,193 $21.6M 0.6% +2,161 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: 38,886 shares; 2024Q4: 39,266 shares; 2025Q1: 67,160 shares; 2025Q2: 68,091 shares; 2025Q3: 64,581 shares; 2025Q4: 58,910 shares; 2026Q1: 59,076 shares 59,076 $21.1M 0.58% +166 Timeline XLB 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: 51,568 shares; 2024Q4: 165,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,638 shares; 2025Q4: not reported; 2026Q1: 417,228 shares 417,228 $20.8M 0.58% new 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: 177,894 shares; 2024Q4: 179,429 shares; 2025Q1: 163,619 shares; 2025Q2: 157,273 shares; 2025Q3: 160,145 shares; 2025Q4: 150,368 shares; 2026Q1: 148,679 shares 148,679 $20.7M 0.57% -1,689 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: 84,104 shares; 2024Q4: 83,358 shares; 2025Q1: 84,270 shares; 2025Q2: 76,188 shares; 2025Q3: 87,916 shares; 2025Q4: 79,322 shares; 2026Q1: 66,236 shares 66,236 $20.5M 0.57% -13,086 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: 165,666 shares; 2024Q4: 168,940 shares; 2025Q1: 184,173 shares; 2025Q2: 180,626 shares; 2025Q3: 168,904 shares; 2025Q4: 159,633 shares; 2026Q1: 158,680 shares 158,680 $20.4M 0.57% -953 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,179 shares; 2024Q4: 312,058 shares; 2025Q1: 378,657 shares; 2025Q2: 429,356 shares; 2025Q3: 494,880 shares; 2025Q4: 549,450 shares; 2026Q1: 597,361 shares 597,361 $20.2M 0.56% +47,911 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: 70,555 shares; 2024Q4: 77,627 shares; 2025Q1: 77,561 shares; 2025Q2: 80,312 shares; 2025Q3: 101,158 shares; 2025Q4: 111,708 shares; 2026Q1: 117,145 shares 117,145 $19.9M 0.55% +5,437 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: 144,628 shares; 2024Q4: 147,948 shares; 2025Q1: 150,425 shares; 2025Q2: 152,350 shares; 2025Q3: 141,403 shares; 2025Q4: 132,377 shares; 2026Q1: 134,714 shares 134,714 $19.5M 0.54% +2,337 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: 549,176 shares; 2024Q4: 554,522 shares; 2025Q1: 245,949 shares; 2025Q2: 237,431 shares; 2025Q3: 248,700 shares; 2025Q4: 242,453 shares; 2026Q1: 236,140 shares 236,140 $18.3M 0.51% -6,313 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: 126,832 shares; 2024Q4: 125,195 shares; 2025Q1: 127,895 shares; 2025Q2: 120,065 shares; 2025Q3: 113,420 shares; 2025Q4: 90,890 shares; 2026Q1: 88,892 shares 88,892 $18.1M 0.5% -1,998 Timeline SGOV 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: 5,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,372 shares; 2026Q1: 177,604 shares 177,604 $17.9M 0.49% -12,768 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: 1,295,493 shares; 2024Q4: 1,299,276 shares; 2025Q1: 1,318,417 shares; 2025Q2: 924,597 shares; 2025Q3: 806,980 shares; 2025Q4: 728,586 shares; 2026Q1: 714,015 shares 714,015 $17M 0.47% -14,571 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: 56,011 shares; 2024Q4: 55,962 shares; 2025Q1: 52,593 shares; 2025Q2: 51,988 shares; 2025Q3: 52,753 shares; 2025Q4: 52,384 shares; 2026Q1: 52,035 shares 52,035 $15.7M 0.44% -349 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: 186,304 shares; 2024Q4: 191,099 shares; 2025Q1: 209,819 shares; 2025Q2: 137,211 shares; 2025Q3: 124,640 shares; 2025Q4: 116,065 shares; 2026Q1: 174,221 shares 174,221 $15.7M 0.43% +58,156 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: 194,864 shares; 2024Q4: 191,631 shares; 2025Q1: 203,048 shares; 2025Q2: 205,825 shares; 2025Q3: 189,742 shares; 2025Q4: 179,519 shares; 2026Q1: 177,860 shares 177,860 $15.4M 0.43% -1,659 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: 137,718 shares; 2024Q4: 136,205 shares; 2025Q1: 133,707 shares; 2025Q2: 128,433 shares; 2025Q3: 128,458 shares; 2025Q4: 124,844 shares; 2026Q1: 123,860 shares 123,860 $15.4M 0.43% -984 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: 94,354 shares; 2024Q4: 131,005 shares; 2025Q1: 133,819 shares; 2025Q2: 182,864 shares; 2025Q3: 193,127 shares; 2025Q4: 154,348 shares; 2026Q1: 152,565 shares 152,565 $15.1M 0.42% -1,783 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: not reported; 2024Q4: not reported; 2025Q1: 17,717 shares; 2025Q2: 16,176 shares; 2025Q3: 14,471 shares; 2025Q4: 11,696 shares; 2026Q1: 11,308 shares 11,308 $14.9M 0.41% -388 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 372,475 shares; 2025Q2: 385,364 shares; 2025Q3: 398,618 shares; 2025Q4: 602,860 shares; 2026Q1: 293,372 shares 293,372 $14.5M 0.4% -309,488 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: 59,593 shares; 2024Q4: 62,104 shares; 2025Q1: 64,514 shares; 2025Q2: 71,468 shares; 2025Q3: 69,884 shares; 2025Q4: 68,316 shares; 2026Q1: 68,736 shares 68,736 $14.2M 0.39% +420 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: 62,594 shares; 2024Q4: 62,031 shares; 2025Q1: 62,117 shares; 2025Q2: 61,008 shares; 2025Q3: 54,920 shares; 2025Q4: 51,949 shares; 2026Q1: 74,862 shares 74,862 $14M 0.39% +22,913 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: 22,173 shares; 2024Q4: 22,227 shares; 2025Q1: 21,942 shares; 2025Q2: 21,798 shares; 2025Q3: 21,705 shares; 2025Q4: 20,763 shares; 2026Q1: 20,922 shares 20,922 $13.6M 0.38% +159 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: 278,453 shares; 2024Q4: 278,905 shares; 2025Q1: 273,385 shares; 2025Q2: 285,283 shares; 2025Q3: 280,163 shares; 2025Q4: 278,235 shares; 2026Q1: 279,038 shares 279,038 $13.6M 0.38% +803 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: 137,058 shares; 2024Q4: 140,541 shares; 2025Q1: 142,173 shares; 2025Q2: 148,406 shares; 2025Q3: 138,116 shares; 2025Q4: 81,943 shares; 2026Q1: 135,792 shares 135,792 $13.1M 0.36% +53,849 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: 64,735 shares; 2024Q4: 65,503 shares; 2025Q1: 66,645 shares; 2025Q2: 66,391 shares; 2025Q3: 63,218 shares; 2025Q4: 59,667 shares; 2026Q1: 66,054 shares 66,054 $13.1M 0.36% +6,387 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: 260,842 shares; 2024Q4: 250,971 shares; 2025Q1: 268,667 shares; 2025Q2: 271,947 shares; 2025Q3: 264,341 shares; 2025Q4: 256,891 shares; 2026Q1: 260,797 shares 260,797 $13.1M 0.36% +3,906 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,923 shares; 2024Q4: 183,830 shares; 2025Q1: 184,233 shares; 2025Q2: 180,015 shares; 2025Q3: 163,132 shares; 2025Q4: 141,341 shares; 2026Q1: 136,399 shares 136,399 $12.8M 0.36% -4,942 Timeline FTXL 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: 90,142 shares; 2025Q3: 88,289 shares; 2025Q4: 85,503 shares; 2026Q1: 83,517 shares 83,517 $12.3M 0.34% -1,986 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: 57,945 shares; 2024Q4: 58,124 shares; 2025Q1: 58,975 shares; 2025Q2: 59,789 shares; 2025Q3: 70,424 shares; 2025Q4: 72,828 shares; 2026Q1: 119,936 shares 119,936 $12.3M 0.34% +47,108 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: 162,775 shares; 2024Q4: 170,049 shares; 2025Q1: 175,508 shares; 2025Q2: 175,391 shares; 2025Q3: 179,048 shares; 2025Q4: 178,866 shares; 2026Q1: 179,631 shares 179,631 $12.1M 0.34% +765 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: 40,697 shares; 2024Q4: 40,118 shares; 2025Q1: 40,130 shares; 2025Q2: 40,391 shares; 2025Q3: 39,056 shares; 2025Q4: 38,197 shares; 2026Q1: 39,210 shares 39,210 $11.9M 0.33% +1,013 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: 1,525 shares; 2024Q4: 1,533 shares; 2025Q1: 1,535 shares; 2025Q2: 1,543 shares; 2025Q3: 5,236 shares; 2025Q4: 7,535 shares; 2026Q1: 8,052 shares 8,052 $11.9M 0.33% +517 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: 238,173 shares; 2024Q4: 226,536 shares; 2025Q1: 266,476 shares; 2025Q2: 265,903 shares; 2025Q3: 243,212 shares; 2025Q4: 230,599 shares; 2026Q1: 226,124 shares 226,124 $11.6M 0.32% -4,475 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,231 shares; 2024Q4: 75,108 shares; 2025Q1: 97,460 shares; 2025Q2: 59,803 shares; 2025Q3: 56,746 shares; 2025Q4: 56,201 shares; 2026Q1: 55,688 shares 55,688 $11.6M 0.32% -513 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: 16,788 shares; 2024Q4: 17,664 shares; 2025Q1: 17,990 shares; 2025Q2: 17,952 shares; 2025Q3: 21,061 shares; 2025Q4: 22,615 shares; 2026Q1: 23,767 shares 23,767 $11.4M 0.32% +1,152 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: 71,654 shares; 2024Q4: 72,673 shares; 2025Q1: 74,861 shares; 2025Q2: 65,782 shares; 2025Q3: 64,815 shares; 2025Q4: 71,980 shares; 2026Q1: 73,278 shares 73,278 $11.4M 0.31% +1,298 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: 461,333 shares; 2024Q4: 452,963 shares; 2025Q1: 50,029 shares; 2025Q2: 43,919 shares; 2025Q3: 44,740 shares; 2025Q4: 44,297 shares; 2026Q1: 44,197 shares 44,197 $11M 0.3% -100 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,319 shares; 2024Q4: 76,350 shares; 2025Q1: 76,359 shares; 2025Q2: 76,373 shares; 2025Q3: 76,382 shares; 2025Q4: 123,023 shares; 2026Q1: 124,831 shares 124,831 $10.9M 0.3% +1,808 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: 164,540 shares; 2024Q4: 163,768 shares; 2025Q1: 161,327 shares; 2025Q2: 76,484 shares; 2025Q3: 84,221 shares; 2025Q4: 82,506 shares; 2026Q1: 112,867 shares 112,867 $10.9M 0.3% +30,361 Timeline SPDW 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: 241,137 shares; 2024Q4: 230,537 shares; 2025Q1: 219,649 shares; 2025Q2: 222,186 shares; 2025Q3: 224,099 shares; 2025Q4: 224,221 shares; 2026Q1: 224,086 shares 224,086 $10.2M 0.28% -135 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: 15,270 shares; 2024Q4: 15,978 shares; 2025Q1: 16,481 shares; 2025Q2: 17,445 shares; 2025Q3: 17,358 shares; 2025Q4: 16,936 shares; 2026Q1: 16,925 shares 16,925 $10.2M 0.28% -11 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,875 shares; 2025Q1: 156,309 shares; 2025Q2: 201,452 shares; 2025Q3: 196,320 shares; 2025Q4: 185,564 shares; 2026Q1: 182,311 shares 182,311 $10.1M 0.28% -3,253 Timeline SCHX 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: 163,918 shares; 2024Q4: 533,648 shares; 2025Q1: 427,552 shares; 2025Q2: 506,933 shares; 2025Q3: 505,939 shares; 2025Q4: 491,711 shares; 2026Q1: 391,178 shares 391,178 $10M 0.28% -100,533 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: 102,558 shares; 2024Q4: 98,659 shares; 2025Q1: 97,006 shares; 2025Q2: 97,408 shares; 2025Q3: 99,763 shares; 2025Q4: 99,272 shares; 2026Q1: 99,309 shares 99,309 $9.65M 0.27% +37 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: 3,043 shares; 2024Q4: 3,117 shares; 2025Q1: 169,422 shares; 2025Q2: 81,603 shares; 2025Q3: 67,098 shares; 2025Q4: 39,614 shares; 2026Q1: 27,269 shares 27,269 $9.21M 0.26% -12,345 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: 171,880 shares; 2024Q4: 172,979 shares; 2025Q1: 122,595 shares; 2025Q2: 122,227 shares; 2025Q3: 111,294 shares; 2025Q4: 96,506 shares; 2026Q1: 99,834 shares 99,834 $9.2M 0.25% +3,328 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,528 shares; 2024Q4: 194,980 shares; 2025Q1: 100,287 shares; 2025Q2: 109,516 shares; 2025Q3: 134,792 shares; 2025Q4: 276,219 shares; 2026Q1: 83,851 shares 83,851 $9.14M 0.25% -192,368 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: 44,601 shares; 2024Q4: 43,644 shares; 2025Q1: 42,834 shares; 2025Q2: 41,808 shares; 2025Q3: 45,478 shares; 2025Q4: 45,224 shares; 2026Q1: 45,419 shares 45,419 $8.76M 0.24% +195 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: 15,895 shares; 2024Q4: 15,333 shares; 2025Q1: 41,005 shares; 2025Q2: 41,387 shares; 2025Q3: 37,043 shares; 2025Q4: 27,505 shares; 2026Q1: 34,416 shares 34,416 $8.37M 0.23% +6,911 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: 342 shares; 2024Q4: 366 shares; 2025Q1: 390 shares; 2025Q2: 387 shares; 2025Q3: 1,070 shares; 2025Q4: 20,700 shares; 2026Q1: 18,996 shares 18,996 $8.21M 0.23% -1,704 Timeline HYG 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: 50,869 shares; 2024Q4: 53,762 shares; 2025Q1: 59,384 shares; 2025Q2: 30,679 shares; 2025Q3: 32,605 shares; 2025Q4: 101,877 shares; 2026Q1: 101,603 shares 101,603 $8.08M 0.22% -274 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 40,096 shares; 2025Q3: 38,961 shares; 2025Q4: 38,535 shares; 2026Q1: 37,492 shares 37,492 $7.8M 0.22% -1,043 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: 81,660 shares; 2024Q4: 84,537 shares; 2025Q1: 93,096 shares; 2025Q2: 96,626 shares; 2025Q3: 93,247 shares; 2025Q4: 64,951 shares; 2026Q1: 152,148 shares 152,148 $7.67M 0.21% +87,197 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,851 shares; 2024Q4: 151,277 shares; 2025Q1: 152,487 shares; 2025Q2: 149,281 shares; 2025Q3: 134,371 shares; 2025Q4: 125,822 shares; 2026Q1: 123,810 shares 123,810 $7.6M 0.21% -2,012 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: 4,073 shares; 2024Q4: 4,152 shares; 2025Q1: 4,338 shares; 2025Q2: 4,659 shares; 2025Q3: 6,210 shares; 2025Q4: 6,682 shares; 2026Q1: 8,040 shares 8,040 $7.4M 0.2% +1,358 Timeline SCHF 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: 177,510 shares; 2024Q4: 296,720 shares; 2025Q1: 297,339 shares; 2025Q2: 312,439 shares; 2025Q3: 301,098 shares; 2025Q4: 297,338 shares; 2026Q1: 285,378 shares 285,378 $7.06M 0.2% -11,960 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: 49,468 shares; 2025Q2: 50,219 shares; 2025Q3: 41,535 shares; 2025Q4: 36,406 shares; 2026Q1: 35,811 shares 35,811 $6.99M 0.19% -595 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: 197,057 shares; 2024Q4: 194,212 shares; 2025Q1: 215,880 shares; 2025Q2: 198,045 shares; 2025Q3: 194,565 shares; 2025Q4: 138,182 shares; 2026Q1: 243,312 shares 243,312 $6.99M 0.19% +105,130 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,630 shares; 2025Q2: 75,619 shares; 2025Q3: 65,443 shares; 2025Q4: 60,057 shares; 2026Q1: 58,381 shares 58,381 $6.98M 0.19% -1,676 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,420 shares; 2025Q3: 125,514 shares; 2025Q4: 120,040 shares; 2026Q1: 120,989 shares 120,989 $6.97M 0.19% +949 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: 9,594 shares; 2024Q4: 9,529 shares; 2025Q1: 9,441 shares; 2025Q2: 11,056 shares; 2025Q3: 11,886 shares; 2025Q4: 11,513 shares; 2026Q1: 11,552 shares 11,552 $6.9M 0.19% +39 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: not reported; 2024Q4: not reported; 2025Q1: 59,264 shares; 2025Q2: 68,879 shares; 2025Q3: 66,468 shares; 2025Q4: 39,544 shares; 2026Q1: 64,121 shares 64,121 $6.64M 0.18% +24,577 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: 2,390 shares; 2024Q4: 14,390 shares; 2025Q1: 15,999 shares; 2025Q2: 16,143 shares; 2025Q3: 14,534 shares; 2025Q4: 13,787 shares; 2026Q1: 13,385 shares 13,385 $6.58M 0.18% -402 Timeline AME AMETEK INC More: the full row for AMETEK 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: 30,898 shares; 2026Q1: 30,679 shares 30,679 $6.58M 0.18% -219 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,467 shares; 2024Q4: 25,613 shares; 2025Q1: 59,334 shares; 2025Q2: 41,024 shares; 2025Q3: 35,297 shares; 2025Q4: 33,844 shares; 2026Q1: 34,684 shares 34,684 $6.36M 0.18% +840 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: 12,111 shares; 2024Q4: 12,037 shares; 2025Q1: 11,970 shares; 2025Q2: 12,585 shares; 2025Q3: 15,152 shares; 2025Q4: 16,357 shares; 2026Q1: 20,072 shares 20,072 $6.24M 0.17% +3,715 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: 15,055 shares; 2024Q4: 16,298 shares; 2025Q1: 16,805 shares; 2025Q2: 20,334 shares; 2025Q3: 33,336 shares; 2025Q4: 38,577 shares; 2026Q1: 49,420 shares 49,420 $6.14M 0.17% +10,843 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: 144,321 shares; 2024Q4: 99,744 shares; 2025Q1: 97,707 shares; 2025Q2: 91,784 shares; 2025Q3: 97,091 shares; 2025Q4: 95,183 shares; 2026Q1: 91,386 shares 91,386 $5.86M 0.16% -3,797 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: 4,445 shares; 2024Q4: 4,396 shares; 2025Q1: 4,398 shares; 2025Q2: 4,404 shares; 2025Q3: 4,411 shares; 2025Q4: 12,329 shares; 2026Q1: 12,331 shares 12,331 $5.85M 0.16% +2 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,026 shares; 2025Q3: 40,016 shares; 2025Q4: 25,346 shares; 2026Q1: 33,730 shares 33,730 $5.78M 0.16% +8,384 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: 146,488 shares; 2024Q4: 102,845 shares; 2025Q1: 150,332 shares; 2025Q2: 101,667 shares; 2025Q3: 87,275 shares; 2025Q4: 110,394 shares; 2026Q1: 108,364 shares 108,364 $5.72M 0.16% -2,030 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: 13,902 shares; 2024Q4: 13,981 shares; 2025Q1: 13,781 shares; 2025Q2: 13,679 shares; 2025Q3: 17,421 shares; 2025Q4: 18,998 shares; 2026Q1: 19,691 shares 19,691 $5.59M 0.15% +693 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: 15,923 shares; 2024Q4: 15,988 shares; 2025Q1: 15,939 shares; 2025Q2: 16,080 shares; 2025Q3: 20,085 shares; 2025Q4: 21,735 shares; 2026Q1: 22,575 shares 22,575 $5.47M 0.15% +840 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,092 shares; 2024Q4: 78,352 shares; 2025Q1: 78,259 shares; 2025Q2: 78,057 shares; 2025Q3: 77,256 shares; 2025Q4: 77,732 shares; 2026Q1: 77,698 shares 77,698 $5.22M 0.14% -34 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,887 shares; 2024Q4: 141,373 shares; 2025Q1: 142,962 shares; 2025Q2: 140,390 shares; 2025Q3: 125,456 shares; 2025Q4: 114,624 shares; 2026Q1: 114,899 shares 114,899 $5.2M 0.14% +275 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: 27,600 shares; 2025Q1: 31,277 shares; 2025Q2: 26,539 shares; 2025Q3: 25,911 shares; 2025Q4: 21,307 shares; 2026Q1: 34,514 shares 34,514 $5.18M 0.14% +13,207 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: 32,666 shares; 2024Q4: 33,151 shares; 2025Q1: 33,285 shares; 2025Q2: 34,825 shares; 2025Q3: 34,875 shares; 2025Q4: 35,183 shares; 2026Q1: 35,307 shares 35,307 $5.1M 0.14% +124 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: 11,666 shares; 2024Q4: 11,726 shares; 2025Q1: 11,697 shares; 2025Q2: 11,889 shares; 2025Q3: 9,588 shares; 2025Q4: 9,697 shares; 2026Q1: 9,937 shares 9,937 $4.97M 0.14% +240 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly 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: 22,615 shares; 2026Q1: 23,321 shares 23,321 $4.95M 0.14% +706 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: 21,317 shares; 2024Q4: 21,658 shares; 2025Q1: 20,709 shares; 2025Q2: 24,192 shares; 2025Q3: 26,919 shares; 2025Q4: 26,323 shares; 2026Q1: 40,070 shares 40,070 $4.82M 0.13% +13,747 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: 7,318 shares; 2024Q4: 6,721 shares; 2025Q1: 5,426 shares; 2025Q2: 5,079 shares; 2025Q3: 9,826 shares; 2025Q4: 11,941 shares; 2026Q1: 12,631 shares 12,631 $4.7M 0.13% +690 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: 3,825 shares; 2024Q4: 3,488 shares; 2025Q1: 3,478 shares; 2025Q2: 3,513 shares; 2025Q3: 4,710 shares; 2025Q4: 5,140 shares; 2026Q1: 5,351 shares 5,351 $4.67M 0.13% +211 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: 9,794 shares; 2024Q4: 9,902 shares; 2025Q1: 10,214 shares; 2025Q2: 10,632 shares; 2025Q3: 17,344 shares; 2025Q4: 19,452 shares; 2026Q1: 27,898 shares 27,898 $4.46M 0.12% +8,446 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: 5,787 shares; 2024Q4: 5,842 shares; 2025Q1: 6,013 shares; 2025Q2: 6,209 shares; 2025Q3: 35,178 shares; 2025Q4: 44,301 shares; 2026Q1: 37,299 shares 37,299 $4.42M 0.12% -7,002 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,196 shares; 2024Q4: 22,849 shares; 2025Q1: 30,280 shares; 2025Q2: 30,164 shares; 2025Q3: 31,237 shares; 2025Q4: 22,520 shares; 2026Q1: 22,345 shares 22,345 $4.34M 0.12% -175 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: 15,143 shares; 2024Q4: 15,179 shares; 2025Q1: 15,005 shares; 2025Q2: 15,524 shares; 2025Q3: 15,547 shares; 2025Q4: 15,275 shares; 2026Q1: 14,118 shares 14,118 $4.27M 0.12% -1,157 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,853 shares; 2024Q4: 23,988 shares; 2025Q1: 23,505 shares; 2025Q2: 23,448 shares; 2025Q3: 23,470 shares; 2025Q4: 74,634 shares; 2026Q1: 81,423 shares 81,423 $4.23M 0.12% +6,789 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: 1,371 shares; 2024Q4: 1,409 shares; 2025Q1: 1,442 shares; 2025Q2: 2,111 shares; 2025Q3: 3,671 shares; 2025Q4: 3,952 shares; 2026Q1: 4,192 shares 4,192 $4.18M 0.12% +240 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: 7,343 shares; 2024Q4: 7,465 shares; 2025Q1: 7,639 shares; 2025Q2: 7,700 shares; 2025Q3: 8,008 shares; 2025Q4: 8,170 shares; 2026Q1: 8,844 shares 8,844 $4.1M 0.11% +674 Timeline VIS 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: 2,401 shares; 2025Q1: not reported; 2025Q2: 14,874 shares; 2025Q3: 14,241 shares; 2025Q4: 13,065 shares; 2026Q1: 12,666 shares 12,666 $3.95M 0.11% -399 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,356 shares; 2025Q4: 11,976 shares; 2026Q1: 18,421 shares 18,421 $3.94M 0.11% +6,445 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: 6,340 shares; 2024Q4: 5,977 shares; 2025Q1: 5,796 shares; 2025Q2: 6,950 shares; 2025Q3: 6,390 shares; 2025Q4: 6,459 shares; 2026Q1: 6,776 shares 6,776 $3.91M 0.11% +317 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: 105,941 shares; 2024Q4: 103,680 shares; 2025Q1: 106,953 shares; 2025Q2: 125,356 shares; 2025Q3: 113,752 shares; 2025Q4: 99,620 shares; 2026Q1: 105,108 shares 105,108 $3.86M 0.11% +5,488 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,010 shares; 2024Q4: 29,890 shares; 2025Q1: 30,084 shares; 2025Q2: 31,004 shares; 2025Q3: 31,088 shares; 2025Q4: 32,162 shares; 2026Q1: 29,230 shares 29,230 $3.86M 0.11% -2,932 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 2,959 shares; 2025Q3: 47,687 shares; 2025Q4: 42,882 shares; 2026Q1: 40,945 shares 40,945 $3.82M 0.11% -1,937 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,086 shares; 2025Q1: 3,294 shares; 2025Q2: 3,732 shares; 2025Q3: 4,284 shares; 2025Q4: 51,217 shares; 2026Q1: 49,672 shares 49,672 $3.8M 0.11% -1,545 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: 22,471 shares; 2024Q4: 23,392 shares; 2025Q1: 23,577 shares; 2025Q2: 26,140 shares; 2025Q3: 25,187 shares; 2025Q4: 22,539 shares; 2026Q1: 49,606 shares 49,606 $3.77M 0.1% +27,067 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: 6,403 shares; 2024Q4: 6,590 shares; 2025Q1: 6,581 shares; 2025Q2: 7,453 shares; 2025Q3: 9,593 shares; 2025Q4: 10,543 shares; 2026Q1: 11,419 shares 11,419 $3.76M 0.1% +876 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: 3,190 shares; 2024Q4: 3,354 shares; 2025Q1: 3,351 shares; 2025Q2: 3,318 shares; 2025Q3: 3,483 shares; 2025Q4: 4,940 shares; 2026Q1: 5,229 shares 5,229 $3.7M 0.1% +289 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,004 shares; 2025Q3: 58,209 shares; 2025Q4: 58,662 shares; 2026Q1: 57,468 shares 57,468 $3.67M 0.1% -1,194 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,747 shares; 2024Q4: 64,912 shares; 2025Q1: 63,533 shares; 2025Q2: 68,549 shares; 2025Q3: 74,083 shares; 2025Q4: 66,421 shares; 2026Q1: 67,305 shares 67,305 $3.64M 0.1% +884 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,050 shares; 2024Q4: 82,154 shares; 2025Q1: 76,396 shares; 2025Q2: 77,536 shares; 2025Q3: 77,354 shares; 2025Q4: 76,367 shares; 2026Q1: 76,211 shares 76,211 $3.58M 0.1% -156 Timeline BKLN 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: 9,497,020 shares; 2024Q4: 9,792,889 shares; 2025Q1: 10,228,132 shares; 2025Q2: 169,224 shares; 2025Q3: 174,373 shares; 2025Q4: 179,926 shares; 2026Q1: 174,085 shares 174,085 $3.55M 0.1% -5,841 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,505 shares; 2024Q4: 211,247 shares; 2025Q1: 207,442 shares; 2025Q2: 199,832 shares; 2025Q3: 174,358 shares; 2025Q4: 49,583 shares; 2026Q1: 43,706 shares 43,706 $3.51M 0.1% -5,877 Timeline SPSM 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: 77,529 shares; 2024Q4: 78,739 shares; 2025Q1: 76,381 shares; 2025Q2: 71,061 shares; 2025Q3: 70,516 shares; 2025Q4: 70,515 shares; 2026Q1: 70,479 shares 70,479 $3.41M 0.09% -36 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: 16,637 shares; 2024Q4: 16,767 shares; 2025Q1: 21,285 shares; 2025Q2: 22,687 shares; 2025Q3: 22,563 shares; 2025Q4: 22,552 shares; 2026Q1: 22,811 shares 22,811 $3.38M 0.09% +259 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 29,245 shares; 2025Q3: 25,902 shares; 2025Q4: 22,596 shares; 2026Q1: 25,796 shares 25,796 $3.35M 0.09% +3,200 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: 141,688 shares; 2024Q4: 128,433 shares; 2025Q1: 150,842 shares; 2025Q2: 122,892 shares; 2025Q3: 117,338 shares; 2025Q4: 18,603 shares; 2026Q1: 33,916 shares 33,916 $3.34M 0.09% +15,313 Timeline IYT 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: 32,703 shares; 2025Q1: not reported; 2025Q2: 51,487 shares; 2025Q3: 49,008 shares; 2025Q4: 44,163 shares; 2026Q1: 43,135 shares 43,135 $3.22M 0.09% -1,028 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: 4,689 shares; 2024Q4: 6,131 shares; 2025Q1: 19,513 shares; 2025Q2: 28,907 shares; 2025Q3: 45,767 shares; 2025Q4: 46,429 shares; 2026Q1: 45,123 shares 45,123 $3.17M 0.09% -1,306 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: 58,820 shares; 2024Q4: 58,813 shares; 2025Q1: 58,407 shares; 2025Q2: 55,796 shares; 2025Q3: 54,950 shares; 2025Q4: 55,424 shares; 2026Q1: 54,784 shares 54,784 $3.11M 0.09% -640 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: 7,295 shares; 2024Q4: 6,410 shares; 2025Q1: 6,548 shares; 2025Q2: 6,554 shares; 2025Q3: 7,623 shares; 2025Q4: 7,321 shares; 2026Q1: 7,276 shares 7,276 $3.1M 0.09% -45 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: 3,893 shares; 2024Q4: 3,927 shares; 2025Q1: 3,918 shares; 2025Q2: 3,906 shares; 2025Q3: 3,950 shares; 2025Q4: 3,699 shares; 2026Q1: 3,663 shares 3,663 $3.1M 0.09% -36 Timeline IEO 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: 33,220 shares; 2024Q4: 33,316 shares; 2025Q1: 33,281 shares; 2025Q2: 27,390 shares; 2025Q3: 26,878 shares; 2025Q4: 24,847 shares; 2026Q1: 23,929 shares 23,929 $2.99M 0.08% -918 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: 31,678 shares; 2024Q4: 32,378 shares; 2025Q1: 32,010 shares; 2025Q2: 33,997 shares; 2025Q3: 38,932 shares; 2025Q4: 38,502 shares; 2026Q1: 37,245 shares 37,245 $2.97M 0.08% -1,257 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: 9,023 shares; 2024Q4: 9,148 shares; 2025Q1: 9,187 shares; 2025Q2: 9,581 shares; 2025Q3: 17,193 shares; 2025Q4: 19,714 shares; 2026Q1: 20,252 shares 20,252 $2.94M 0.08% +538 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,456 shares; 2024Q4: 58,720 shares; 2025Q1: 57,951 shares; 2025Q2: 55,861 shares; 2025Q3: 21,504 shares; 2025Q4: 19,274 shares; 2026Q1: 18,941 shares 18,941 $2.9M 0.08% -333 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: not reported; 2024Q4: 62,138 shares; 2025Q1: 59,949 shares; 2025Q2: 59,703 shares; 2025Q3: 57,700 shares; 2025Q4: 56,802 shares; 2026Q1: 53,916 shares 53,916 $2.8M 0.08% -2,886 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,078 shares; 2024Q4: 33,176 shares; 2025Q1: 33,273 shares; 2025Q2: 33,674 shares; 2025Q3: 29,770 shares; 2025Q4: 29,860 shares; 2026Q1: 29,926 shares 29,926 $2.79M 0.08% +66 Timeline LRGF 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: 47,588 shares; 2024Q4: 43,913 shares; 2025Q1: 43,421 shares; 2025Q2: 42,585 shares; 2025Q3: 42,546 shares; 2025Q4: 42,316 shares; 2026Q1: 42,244 shares 42,244 $2.79M 0.08% -72 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: 7,846 shares; 2024Q4: 9,701 shares; 2025Q1: 9,972 shares; 2025Q2: 10,291 shares; 2025Q3: 8,715 shares; 2025Q4: 8,486 shares; 2026Q1: 8,646 shares 8,646 $2.77M 0.08% +160 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,393 shares; 2025Q1: 3,263 shares; 2025Q2: 3,522 shares; 2025Q3: 15,047 shares; 2025Q4: 19,385 shares; 2026Q1: 21,062 shares 21,062 $2.76M 0.08% +1,677 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: 797 shares; 2024Q4: 787 shares; 2025Q1: 872 shares; 2025Q2: 1,164 shares; 2025Q3: 3,100 shares; 2025Q4: 7,053 shares; 2026Q1: 6,995 shares 6,995 $2.73M 0.08% -58 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: 7,347 shares; 2024Q4: 7,390 shares; 2025Q1: 7,522 shares; 2025Q2: 7,685 shares; 2025Q3: 7,701 shares; 2025Q4: 13,300 shares; 2026Q1: 13,821 shares 13,821 $2.62M 0.07% +521 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: 10,881 shares; 2024Q4: 10,766 shares; 2025Q1: 10,988 shares; 2025Q2: 11,397 shares; 2025Q3: 11,526 shares; 2025Q4: 12,129 shares; 2026Q1: 12,169 shares 12,169 $2.62M 0.07% +40 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: 38,452 shares; 2024Q4: 35,376 shares; 2025Q1: 17,587 shares; 2025Q2: 16,609 shares; 2025Q3: 31,258 shares; 2025Q4: 37,438 shares; 2026Q1: 27,630 shares 27,630 $2.6M 0.07% -9,808 Timeline FTSL 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: 4,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,455 shares; 2026Q1: 57,479 shares 57,479 $2.58M 0.07% -2,976 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: 9,427 shares; 2024Q4: 9,459 shares; 2025Q1: 9,792 shares; 2025Q2: 10,224 shares; 2025Q3: 10,275 shares; 2025Q4: 9,879 shares; 2026Q1: 9,868 shares 9,868 $2.57M 0.07% -11 Timeline IBB 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: 26,182 shares; 2025Q1: not reported; 2025Q2: 18,163 shares; 2025Q3: 17,752 shares; 2025Q4: 17,386 shares; 2026Q1: 14,981 shares 14,981 $2.53M 0.07% -2,405 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: 9,900 shares; 2024Q4: 9,895 shares; 2025Q1: 11,225 shares; 2025Q2: 11,270 shares; 2025Q3: 11,789 shares; 2025Q4: 11,804 shares; 2026Q1: 11,752 shares 11,752 $2.51M 0.07% -52 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,731 shares; 2025Q3: 9,182 shares; 2025Q4: 11,658 shares; 2026Q1: 12,678 shares 12,678 $2.51M 0.07% +1,020 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: 16,773 shares; 2024Q4: 16,908 shares; 2025Q1: 16,792 shares; 2025Q2: 15,483 shares; 2025Q3: 15,759 shares; 2025Q4: 14,412 shares; 2026Q1: 13,211 shares 13,211 $2.5M 0.07% -1,201 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: 4,246 shares; 2024Q4: 4,276 shares; 2025Q1: 4,187 shares; 2025Q2: 4,932 shares; 2025Q3: 4,947 shares; 2025Q4: 5,479 shares; 2026Q1: 5,813 shares 5,813 $2.5M 0.07% +334 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: 27,794 shares; 2024Q4: 6,850 shares; 2025Q1: 16,453 shares; 2025Q2: 26,165 shares; 2025Q3: 26,585 shares; 2025Q4: 28,333 shares; 2026Q1: 26,118 shares 26,118 $2.5M 0.07% -2,215 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: 12,040 shares; 2024Q4: 12,310 shares; 2025Q1: 12,529 shares; 2025Q2: 12,665 shares; 2025Q3: 13,588 shares; 2025Q4: 14,030 shares; 2026Q1: 18,765 shares 18,765 $2.48M 0.07% +4,735 Timeline SCHE 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: 79,673 shares; 2024Q4: 83,104 shares; 2025Q1: 78,039 shares; 2025Q2: 82,336 shares; 2025Q3: 81,181 shares; 2025Q4: 78,705 shares; 2026Q1: 73,784 shares 73,784 $2.43M 0.07% -4,921 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: 4,702 shares; 2024Q4: 4,473 shares; 2025Q1: 4,502 shares; 2025Q2: 4,468 shares; 2025Q3: 4,401 shares; 2025Q4: 4,317 shares; 2026Q1: 4,283 shares 4,283 $2.41M 0.07% -34 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: 471 shares; 2025Q2: 653 shares; 2025Q3: 3,027 shares; 2025Q4: 3,953 shares; 2026Q1: 4,261 shares 4,261 $2.4M 0.07% +308 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: 133,788 shares; 2024Q4: 137,697 shares; 2025Q1: 50,961 shares; 2025Q2: 47,493 shares; 2025Q3: 36,608 shares; 2025Q4: 30,190 shares; 2026Q1: 28,029 shares 28,029 $2.37M 0.07% -2,161 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: not reported; 2025Q3: 17,164 shares; 2025Q4: 23,158 shares; 2026Q1: 25,633 shares 25,633 $2.37M 0.07% +2,475 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: 7,176 shares; 2024Q4: 7,255 shares; 2025Q1: 7,269 shares; 2025Q2: 7,271 shares; 2025Q3: 11,457 shares; 2025Q4: 12,871 shares; 2026Q1: 10,627 shares 10,627 $2.3M 0.06% -2,244 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: 103,984 shares; 2024Q4: 84,700 shares; 2025Q1: 79,807 shares; 2025Q2: 59,631 shares; 2025Q3: 58,958 shares; 2025Q4: 52,419 shares; 2026Q1: 52,087 shares 52,087 $2.3M 0.06% -332 Timeline ESML 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: 48,872 shares; 2024Q4: 48,443 shares; 2025Q1: 29,917 shares; 2025Q2: 29,999 shares; 2025Q3: 48,342 shares; 2025Q4: 51,299 shares; 2026Q1: 47,121 shares 47,121 $2.22M 0.06% -4,178 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: 14,455 shares; 2024Q4: 14,516 shares; 2025Q1: 14,588 shares; 2025Q2: 13,905 shares; 2025Q3: 13,962 shares; 2025Q4: 12,661 shares; 2026Q1: 11,514 shares 11,514 $2.12M 0.06% -1,147 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: 22,589 shares; 2024Q4: 22,823 shares; 2025Q1: 23,005 shares; 2025Q2: 3,285 shares; 2025Q3: 6,111 shares; 2025Q4: 7,171 shares; 2026Q1: 7,767 shares 7,767 $2.1M 0.06% +596 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: 8,239 shares; 2024Q4: 8,277 shares; 2025Q1: 8,343 shares; 2025Q2: 8,685 shares; 2025Q3: 8,767 shares; 2025Q4: 6,367 shares; 2026Q1: 6,134 shares 6,134 $2.02M 0.06% -233 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 2,781 shares; 2026Q1: 5,132 shares 5,132 $2.01M 0.06% +2,351 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: 7,079 shares; 2024Q4: 7,385 shares; 2025Q1: 6,987 shares; 2025Q2: 7,882 shares; 2025Q3: 7,884 shares; 2025Q4: 7,924 shares; 2026Q1: 8,205 shares 8,205 $1.99M 0.06% +281 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: 11,957 shares; 2024Q4: 12,204 shares; 2025Q1: 12,283 shares; 2025Q2: 13,546 shares; 2025Q3: 17,815 shares; 2025Q4: 13,747 shares; 2026Q1: 13,434 shares 13,434 $1.98M 0.05% -313 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: 17,563 shares; 2024Q4: 18,466 shares; 2025Q1: 18,612 shares; 2025Q2: 25,025 shares; 2025Q3: 30,738 shares; 2025Q4: 27,450 shares; 2026Q1: 26,624 shares 26,624 $1.96M 0.05% -826 Timeline XSD 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: 6,936 shares; 2025Q3: 6,607 shares; 2025Q4: 6,270 shares; 2026Q1: 5,964 shares 5,964 $1.94M 0.05% -306 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: 5,221 shares; 2024Q4: 5,472 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 9,614 shares; 2025Q4: 11,211 shares; 2026Q1: 11,720 shares 11,720 $1.94M 0.05% +509 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: not reported; 2024Q4: 1,716 shares; 2025Q1: 2,126 shares; 2025Q2: 2,893 shares; 2025Q3: 2,771 shares; 2025Q4: 2,875 shares; 2026Q1: 11,634 shares 11,634 $1.91M 0.05% +8,759 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: 8,142 shares; 2024Q4: 8,751 shares; 2025Q1: 8,899 shares; 2025Q2: 9,614 shares; 2025Q3: 10,193 shares; 2025Q4: 9,692 shares; 2026Q1: 9,666 shares 9,666 $1.9M 0.05% -26 Timeline VCR 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: 38,651 shares; 2024Q4: 41,491 shares; 2025Q1: 28,452 shares; 2025Q2: 30,298 shares; 2025Q3: 29,243 shares; 2025Q4: 28,222 shares; 2026Q1: 5,264 shares 5,264 $1.89M 0.05% -22,958 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: 6,932 shares; 2024Q4: 7,519 shares; 2025Q1: 7,464 shares; 2025Q2: 8,387 shares; 2025Q3: 8,102 shares; 2025Q4: 7,865 shares; 2026Q1: 7,928 shares 7,928 $1.79M 0.05% +63 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: 10,772 shares; 2024Q4: 14,954 shares; 2025Q1: 14,070 shares; 2025Q2: 17,392 shares; 2025Q3: 17,615 shares; 2025Q4: 18,377 shares; 2026Q1: 18,823 shares 18,823 $1.75M 0.05% +446 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: 4,160 shares; 2025Q4: 21,510 shares; 2026Q1: 23,548 shares 23,548 $1.71M 0.05% +2,038 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: 345 shares; 2024Q4: 362 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 3,060 shares; 2025Q4: 22,194 shares; 2026Q1: 16,799 shares 16,799 $1.62M 0.04% -5,395 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: 11,286 shares; 2024Q4: 11,304 shares; 2025Q1: 11,318 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares; 2025Q4: 11,317 shares; 2026Q1: 11,114 shares 11,114 $1.59M 0.04% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 17,680 shares; 2026Q1: 18,907 shares 18,907 $1.58M 0.04% +1,227 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: 33,530 shares; 2024Q4: 33,290 shares; 2025Q1: 33,292 shares; 2025Q2: 35,483 shares; 2025Q3: 52,106 shares; 2025Q4: 53,148 shares; 2026Q1: 54,424 shares 54,424 $1.58M 0.04% +1,276 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 6,777 shares; 2026Q1: 7,444 shares 7,444 $1.57M 0.04% +667 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: 6,786 shares; 2024Q4: 6,781 shares; 2025Q1: 6,786 shares; 2025Q2: 8,340 shares; 2025Q3: 8,323 shares; 2025Q4: 8,390 shares; 2026Q1: 8,538 shares 8,538 $1.56M 0.04% +148 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: 8,055 shares; 2025Q4: 10,844 shares; 2026Q1: 6,711 shares 6,711 $1.55M 0.04% -4,133 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: 3,092 shares; 2024Q4: 3,867 shares; 2025Q1: 3,012 shares; 2025Q2: 3,548 shares; 2025Q3: 7,178 shares; 2025Q4: 7,246 shares; 2026Q1: 7,735 shares 7,735 $1.54M 0.04% +489 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,315 shares; 2024Q4: 9,071 shares; 2025Q1: 8,936 shares; 2025Q2: 8,829 shares; 2025Q3: 8,804 shares; 2025Q4: 8,883 shares; 2026Q1: 8,758 shares 8,758 $1.52M 0.04% -125 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: 7,448 shares; 2024Q4: 7,415 shares; 2025Q1: 7,335 shares; 2025Q2: 6,758 shares; 2025Q3: 6,752 shares; 2025Q4: 6,460 shares; 2026Q1: 6,428 shares 6,428 $1.52M 0.04% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,988 shares 24,988 $1.5M 0.04% new Timeline SCHA 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: 35,238 shares; 2024Q4: 70,596 shares; 2025Q1: 67,261 shares; 2025Q2: 53,170 shares; 2025Q3: 51,850 shares; 2025Q4: 52,022 shares; 2026Q1: 51,480 shares 51,480 $1.5M 0.04% -542 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: 433 shares; 2024Q4: 428 shares; 2025Q1: 461 shares; 2025Q2: 474 shares; 2025Q3: 476 shares; 2025Q4: 988 shares; 2026Q1: 1,671 shares 1,671 $1.5M 0.04% +683 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: 2,313 shares; 2025Q3: 8,454 shares; 2025Q4: 10,834 shares; 2026Q1: 11,528 shares 11,528 $1.46M 0.04% +694 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,271 shares; 2025Q4: 5,867 shares; 2026Q1: 6,588 shares 6,588 $1.44M 0.04% +721 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.04% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,314 shares; 2024Q4: 46,898 shares; 2025Q1: 78,917 shares; 2025Q2: 14,202 shares; 2025Q3: 13,293 shares; 2025Q4: 11,889 shares; 2026Q1: 11,666 shares 11,666 $1.41M 0.04% -223 Timeline KCE 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: 53,775 shares; 2025Q3: 52,309 shares; 2025Q4: 50,465 shares; 2026Q1: 10,254 shares 10,254 $1.41M 0.04% -40,211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,895 shares 18,895 $1.41M 0.04% new 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: 9,060 shares; 2024Q4: 9,353 shares; 2025Q1: 9,132 shares; 2025Q2: 9,168 shares; 2025Q3: 9,201 shares; 2025Q4: 9,244 shares; 2026Q1: 9,274 shares 9,274 $1.4M 0.04% +30 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 7,909 shares 7,909 $1.37M 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: 3,334 shares; 2025Q2: 3,466 shares; 2025Q3: 7,582 shares; 2025Q4: 10,578 shares; 2026Q1: 11,846 shares 11,846 $1.34M 0.04% +1,268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 2,205 shares; 2026Q1: 2,442 shares 2,442 $1.34M 0.04% +237 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: 16,947 shares; 2024Q4: 16,241 shares; 2025Q1: 9,343 shares; 2025Q2: 9,508 shares; 2025Q3: 10,188 shares; 2025Q4: 10,224 shares; 2026Q1: 10,068 shares 10,068 $1.32M 0.04% -156 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,637 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,634 shares; 2026Q1: 2,633 shares 2,633 $1.3M 0.04% -1 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: 1,319 shares; 2024Q4: 1,323 shares; 2025Q1: 1,325 shares; 2025Q2: 3,552 shares; 2025Q3: 3,542 shares; 2025Q4: 4,026 shares; 2026Q1: 1,852 shares 1,852 $1.29M 0.04% -2,174 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: 9,136 shares; 2024Q4: 8,973 shares; 2025Q1: 9,360 shares; 2025Q2: 9,400 shares; 2025Q3: 9,452 shares; 2025Q4: 9,568 shares; 2026Q1: 9,705 shares 9,705 $1.27M 0.04% +137 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: 14,641 shares; 2024Q4: 12,266 shares; 2025Q1: 13,017 shares; 2025Q2: 12,935 shares; 2025Q3: 12,671 shares; 2025Q4: 12,814 shares; 2026Q1: 13,045 shares 13,045 $1.26M 0.03% +231 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,275 shares; 2025Q1: 2,221 shares; 2025Q2: 2,234 shares; 2025Q3: 6,649 shares; 2025Q4: 6,670 shares; 2026Q1: 6,090 shares 6,090 $1.26M 0.03% -580 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: 30,955 shares; 2024Q4: 31,156 shares; 2025Q1: 19,196 shares; 2025Q2: 28,314 shares; 2025Q3: 28,482 shares; 2025Q4: 30,024 shares; 2026Q1: 27,498 shares 27,498 $1.25M 0.03% -2,526 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,086 shares; 2025Q2: 3,408 shares; 2025Q3: 11,143 shares; 2025Q4: 13,527 shares; 2026Q1: 8,486 shares 8,486 $1.24M 0.03% -5,041 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: 4,824 shares; 2024Q4: 4,884 shares; 2025Q1: 4,912 shares; 2025Q2: 4,908 shares; 2025Q3: 4,939 shares; 2025Q4: 5,061 shares; 2026Q1: 5,065 shares 5,065 $1.24M 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares; 2025Q4: 9,530 shares; 2026Q1: 11,003 shares 11,003 $1.24M 0.03% +1,473 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 31,875 shares; 2025Q1: 31,933 shares; 2025Q2: 29,652 shares; 2025Q3: 29,604 shares; 2025Q4: 30,193 shares; 2026Q1: 30,492 shares 30,492 $1.22M 0.03% +299 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,334 shares; 2025Q3: 6,299 shares; 2025Q4: 17,610 shares; 2026Q1: 30,572 shares 30,572 $1.17M 0.03% +12,962 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: 9,673 shares; 2025Q3: 14,994 shares; 2025Q4: 14,550 shares; 2026Q1: 14,630 shares 14,630 $1.13M 0.03% +80 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,989 shares; 2024Q4: 4,350 shares; 2025Q1: 4,396 shares; 2025Q2: 4,441 shares; 2025Q3: 4,469 shares; 2025Q4: 4,519 shares; 2026Q1: 4,538 shares 4,538 $1.12M 0.03% +19 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,668 shares; 2024Q4: 27,855 shares; 2025Q1: 28,338 shares; 2025Q2: 28,338 shares; 2025Q3: 25,925 shares; 2025Q4: 21,076 shares; 2026Q1: 20,871 shares 20,871 $1.1M 0.03% -205 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,052 shares; 2025Q1: 4,424 shares; 2025Q2: 4,238 shares; 2025Q3: 4,090 shares; 2025Q4: 3,960 shares; 2026Q1: 3,802 shares 3,802 $1.09M 0.03% -158 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: 12,093 shares; 2024Q4: 12,503 shares; 2025Q1: 12,377 shares; 2025Q2: 12,495 shares; 2025Q3: 12,521 shares; 2025Q4: 12,494 shares; 2026Q1: 12,651 shares 12,651 $1.08M 0.03% +157 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: 4,455 shares; 2024Q4: 4,492 shares; 2025Q1: 4,504 shares; 2025Q2: 4,531 shares; 2025Q3: 4,543 shares; 2025Q4: 2,561 shares; 2026Q1: 2,576 shares 2,576 $1.07M 0.03% +15 Timeline SCHB 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: 11,805 shares; 2024Q4: 35,536 shares; 2025Q1: 35,640 shares; 2025Q2: 35,743 shares; 2025Q3: 42,503 shares; 2025Q4: 42,632 shares; 2026Q1: 42,749 shares 42,749 $1.07M 0.03% +117 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: 34,757 shares; 2024Q4: 31,712 shares; 2025Q1: 17,912 shares; 2025Q2: 17,368 shares; 2025Q3: 16,523 shares; 2025Q4: 12,284 shares; 2026Q1: 11,678 shares 11,678 $1.05M 0.03% -606 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,196 shares; 2024Q4: 12,919 shares; 2025Q1: 12,244 shares; 2025Q2: 11,736 shares; 2025Q3: 11,027 shares; 2025Q4: 9,187 shares; 2026Q1: 9,003 shares 9,003 $1.04M 0.03% -184 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,939 shares; 2025Q4: 12,461 shares; 2026Q1: 14,233 shares 14,233 $1.04M 0.03% +1,772 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 11,802 shares; 2025Q3: 13,711 shares; 2025Q4: 13,022 shares; 2026Q1: 19,830 shares 19,830 $1.03M 0.03% +6,808 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: 3,704 shares; 2024Q4: 3,750 shares; 2025Q1: 3,703 shares; 2025Q2: 3,974 shares; 2025Q3: 4,103 shares; 2025Q4: 4,681 shares; 2026Q1: 4,747 shares 4,747 $1.03M 0.03% +66 Timeline RSPC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,134 shares; 2025Q3: 166,691 shares; 2025Q4: 162,834 shares; 2026Q1: 27,109 shares 27,109 $1.01M 0.03% -135,725 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly 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: 9,489 shares; 2025Q4: 20,410 shares; 2026Q1: 28,303 shares 28,303 $1M 0.03% +7,893 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,793 shares; 2024Q4: 256,889 shares; 2025Q1: 277,775 shares; 2025Q2: 203,139 shares; 2025Q3: 194,692 shares; 2025Q4: 40,076 shares; 2026Q1: 38,632 shares 38,632 $981K 0.03% -1,444 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,467 shares; 2024Q4: 31,275 shares; 2025Q1: 31,488 shares; 2025Q2: 31,610 shares; 2025Q3: 28,096 shares; 2025Q4: 32,318 shares; 2026Q1: 28,428 shares 28,428 $979K 0.03% -3,890 Timeline SCHD 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: 9,275 shares; 2024Q4: 28,748 shares; 2025Q1: 21,561 shares; 2025Q2: 21,773 shares; 2025Q3: 24,883 shares; 2025Q4: 26,883 shares; 2026Q1: 31,712 shares 31,712 $973K 0.03% +4,829 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: 5,441 shares; 2024Q4: 5,447 shares; 2025Q1: 5,453 shares; 2025Q2: 5,168 shares; 2025Q3: 5,247 shares; 2025Q4: 4,733 shares; 2026Q1: 3,753 shares 3,753 $966K 0.03% -980 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,163 shares; 2025Q1: 41,163 shares; 2025Q2: 41,163 shares; 2025Q3: 41,163 shares; 2025Q4: 41,163 shares; 2026Q1: 158,618 shares 158,618 $933K 0.03% +117,455 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: 56,502 shares; 2024Q4: 8,212 shares; 2025Q1: 7,175 shares; 2025Q2: 7,041 shares; 2025Q3: 7,465 shares; 2025Q4: 7,353 shares; 2026Q1: 7,386 shares 7,386 $895K 0.02% +33 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 83,745 shares; 2025Q2: 83,745 shares; 2025Q3: 83,745 shares; 2025Q4: 83,745 shares; 2026Q1: 66,245 shares 66,245 $894K 0.02% -17,500 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: 10,817 shares; 2024Q4: 10,872 shares; 2025Q1: 9,920 shares; 2025Q2: 13,038 shares; 2025Q3: 12,783 shares; 2025Q4: 12,869 shares; 2026Q1: 13,197 shares 13,197 $871K 0.02% +328 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: 2,867 shares; 2024Q4: 2,787 shares; 2025Q1: 2,658 shares; 2025Q2: 2,650 shares; 2025Q3: 2,439 shares; 2025Q4: 2,355 shares; 2026Q1: 2,346 shares 2,346 $862K 0.02% -9 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: 5,404 shares; 2024Q4: 5,439 shares; 2025Q1: 5,466 shares; 2025Q2: 5,497 shares; 2025Q3: 5,526 shares; 2025Q4: 5,755 shares; 2026Q1: 5,779 shares 5,779 $843K 0.02% +24 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 20,822 shares; 2026Q1: 19,755 shares 19,755 $832K 0.02% -1,067 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly 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: 1,465 shares; 2025Q4: 2,034 shares; 2026Q1: 2,296 shares 2,296 $806K 0.02% +262 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: 8,201 shares; 2025Q4: 7,825 shares; 2026Q1: 11,444 shares 11,444 $784K 0.02% +3,619 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,445,406 shares; 2025Q3: 4,579,261 shares; 2025Q4: 4,610,233 shares; 2026Q1: 20,963 shares 20,963 $772K 0.02% -4,589,270 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,994 shares; 2024Q4: 10,702 shares; 2025Q1: 10,679 shares; 2025Q2: 8,284 shares; 2025Q3: 8,312 shares; 2025Q4: 7,887 shares; 2026Q1: 7,908 shares 7,908 $769K 0.02% +21 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: 8,845 shares; 2025Q4: 11,476 shares; 2026Q1: 7,078 shares 7,078 $769K 0.02% -4,398 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: 9,062 shares; 2024Q4: 9,921 shares; 2025Q1: 9,398 shares; 2025Q2: 9,227 shares; 2025Q3: 9,289 shares; 2025Q4: 8,487 shares; 2026Q1: 8,214 shares 8,214 $764K 0.02% -273 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: not reported; 2026Q1: 10,390 shares 10,390 $763K 0.02% new 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: 16,046 shares; 2024Q4: 15,939 shares; 2025Q1: 10,736 shares; 2025Q2: 10,769 shares; 2025Q3: 10,336 shares; 2025Q4: 10,568 shares; 2026Q1: 10,596 shares 10,596 $756K 0.02% +28 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: 895 shares; 2025Q1: 886 shares; 2025Q2: 867 shares; 2025Q3: 873 shares; 2025Q4: 891 shares; 2026Q1: 781 shares 781 $751K 0.02% -110 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: 2,446 shares; 2024Q4: 2,541 shares; 2025Q1: 2,601 shares; 2025Q2: 2,441 shares; 2025Q3: 2,514 shares; 2025Q4: 2,530 shares; 2026Q1: 2,560 shares 2,560 $747K 0.02% +30 Timeline VV 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: 1,628 shares; 2024Q4: 1,583 shares; 2025Q1: 1,589 shares; 2025Q2: 1,608 shares; 2025Q3: 2,140 shares; 2025Q4: 2,646 shares; 2026Q1: 2,491 shares 2,491 $744K 0.02% -155 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: 6,564 shares; 2024Q4: 6,672 shares; 2025Q1: 6,674 shares; 2025Q2: 6,701 shares; 2025Q3: 6,707 shares; 2025Q4: 6,745 shares; 2026Q1: 6,775 shares 6,775 $743K 0.02% +30 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,923 shares; 2025Q1: 1,937 shares; 2025Q2: 2,185 shares; 2025Q3: 2,204 shares; 2025Q4: 2,222 shares; 2026Q1: 2,279 shares 2,279 $743K 0.02% +57 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: 2,469 shares; 2024Q4: 2,574 shares; 2025Q1: 2,535 shares; 2025Q2: 2,529 shares; 2025Q3: 2,534 shares; 2025Q4: 2,545 shares; 2026Q1: 2,549 shares 2,549 $741K 0.02% +4 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: 2,864 shares; 2024Q4: 2,677 shares; 2025Q1: 2,318 shares; 2025Q2: 2,336 shares; 2025Q3: 2,023 shares; 2025Q4: 1,867 shares; 2026Q1: 2,778 shares 2,778 $739K 0.02% +911 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: 2,308 shares; 2024Q4: 2,354 shares; 2025Q1: 2,324 shares; 2025Q2: 2,278 shares; 2025Q3: 2,283 shares; 2025Q4: 2,290 shares; 2026Q1: 2,297 shares 2,297 $730K 0.02% +7 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,487 shares; 2025Q1: 4,622 shares; 2025Q2: 4,528 shares; 2025Q3: 4,351 shares; 2025Q4: 4,638 shares; 2026Q1: 4,758 shares 4,758 $727K 0.02% +120 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,477 shares; 2025Q1: 1,470 shares; 2025Q2: 1,528 shares; 2025Q3: 1,525 shares; 2025Q4: 1,539 shares; 2026Q1: 1,592 shares 1,592 $707K 0.02% +53 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,780 shares; 2024Q4: 12,183 shares; 2025Q1: 12,263 shares; 2025Q2: 12,320 shares; 2025Q3: 12,388 shares; 2025Q4: 12,453 shares; 2026Q1: 12,497 shares 12,497 $707K 0.02% +44 Timeline HYMB 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: 2,313,547 shares; 2024Q4: 2,411,751 shares; 2025Q1: 18,260 shares; 2025Q2: 2,274,020 shares; 2025Q3: 2,207,601 shares; 2025Q4: 2,142,746 shares; 2026Q1: 27,931 shares 27,931 $693K 0.02% -2,114,815 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: 10,910 shares; 2024Q4: 10,658 shares; 2025Q1: 10,841 shares; 2025Q2: 10,897 shares; 2025Q3: 10,985 shares; 2025Q4: 11,067 shares; 2026Q1: 11,114 shares 11,114 $687K 0.02% +47 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,252 shares; 2025Q1: 3,343 shares; 2025Q2: 3,372 shares; 2025Q3: 3,305 shares; 2025Q4: 3,264 shares; 2026Q1: 3,324 shares 3,324 $675K 0.02% +60 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,075 shares; 2025Q1: 2,115 shares; 2025Q2: 1,897 shares; 2025Q3: 1,880 shares; 2025Q4: 1,885 shares; 2026Q1: 1,874 shares 1,874 $673K 0.02% -11 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: 11,163 shares; 2024Q4: 11,072 shares; 2025Q1: 11,713 shares; 2025Q2: 11,758 shares; 2025Q3: 11,708 shares; 2025Q4: 11,700 shares; 2026Q1: 11,663 shares 11,663 $657K 0.02% -37 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: 5,915 shares; 2024Q4: 5,977 shares; 2025Q1: 4,948 shares; 2025Q2: 4,980 shares; 2025Q3: 4,235 shares; 2025Q4: 4,662 shares; 2026Q1: 4,823 shares 4,823 $656K 0.02% +161 Timeline SOXX 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: 1,130 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,287 shares; 2025Q4: 2,151 shares; 2026Q1: 1,969 shares 1,969 $647K 0.02% -182 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,363 shares; 2025Q1: 3,199 shares; 2025Q2: 2,981 shares; 2025Q3: 3,006 shares; 2025Q4: 2,902 shares; 2026Q1: 2,769 shares 2,769 $639K 0.02% -133 Timeline SCHM 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: 7,021 shares; 2024Q4: 21,032 shares; 2025Q1: 21,860 shares; 2025Q2: 21,727 shares; 2025Q3: 20,984 shares; 2025Q4: 20,415 shares; 2026Q1: 20,451 shares 20,451 $633K 0.02% +36 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: 1,867 shares; 2024Q4: 2,318 shares; 2025Q1: 2,221 shares; 2025Q2: 2,224 shares; 2025Q3: 2,275 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares 2,230 $633K 0.02% 0 Timeline XBI 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: 2,093 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,785 shares; 2025Q4: 5,527 shares; 2026Q1: 4,868 shares 4,868 $622K 0.02% -659 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: 19,993 shares; 2024Q4: 20,101 shares; 2025Q1: 20,094 shares; 2025Q2: 9,889 shares; 2025Q3: 9,629 shares; 2025Q4: 9,667 shares; 2026Q1: 9,592 shares 9,592 $621K 0.02% -75 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: 4,216 shares; 2024Q4: 3,973 shares; 2025Q1: 3,973 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares 4,345 $621K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 1,449 shares; 2025Q2: 1,445 shares; 2025Q3: 1,449 shares; 2025Q4: 999 shares; 2026Q1: 1,002 shares 1,002 $618K 0.02% +3 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: 5,273 shares; 2025Q3: 4,538 shares; 2025Q4: 4,127 shares; 2026Q1: 3,379 shares 3,379 $613K 0.02% -748 Timeline SPHY 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: 7,014,494 shares; 2025Q3: 7,200,554 shares; 2025Q4: 7,246,584 shares; 2026Q1: 26,224 shares 26,224 $612K 0.02% -7,220,360 Timeline PSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,553 shares; 2025Q3: 7,937 shares; 2025Q4: 7,207 shares; 2026Q1: 6,440 shares 6,440 $608K 0.02% -767 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 604 shares; 2025Q1: 608 shares; 2025Q2: 728 shares; 2025Q3: 738 shares; 2025Q4: 751 shares; 2026Q1: 689 shares 689 $597K 0.02% -62 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: 13,100 shares; 2024Q4: 13,520 shares; 2025Q1: 14,113 shares; 2025Q2: 13,909 shares; 2025Q3: 14,757 shares; 2025Q4: 15,894 shares; 2026Q1: 14,887 shares 14,887 $563K 0.02% -1,007 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,781 shares; 2025Q4: 11,751 shares; 2026Q1: 11,922 shares 11,922 $560K 0.02% +171 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,831 shares 2,831 $558K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,209 shares; 2025Q3: 4,691 shares; 2025Q4: 3,611 shares; 2026Q1: 3,908 shares 3,908 $557K 0.02% +297 Timeline SUB 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: 5,610 shares; 2024Q4: 5,203 shares; 2025Q1: 4,988 shares; 2025Q2: 547,610 shares; 2025Q3: 5,753 shares; 2025Q4: 5,264 shares; 2026Q1: 5,210 shares 5,210 $555K 0.02% -54 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: 876 shares; 2024Q4: 916 shares; 2025Q1: 1,007 shares; 2025Q2: 1,074 shares; 2025Q3: 1,068 shares; 2025Q4: 1,070 shares; 2026Q1: 1,113 shares 1,113 $552K 0.02% +43 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,743 shares; 2025Q1: 4,626 shares; 2025Q2: 11,646 shares; 2025Q3: 12,374 shares; 2025Q4: 11,912 shares; 2026Q1: 12,061 shares 12,061 $550K 0.02% +149 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: 5,427 shares; 2024Q4: 5,297 shares; 2025Q1: 5,337 shares; 2025Q2: 5,221 shares; 2025Q3: 5,278 shares; 2025Q4: 4,821 shares; 2026Q1: 4,853 shares 4,853 $549K 0.02% +32 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: 7,992 shares; 2024Q4: 12,943 shares; 2025Q1: 8,562 shares; 2025Q2: 8,462 shares; 2025Q3: 24,409 shares; 2025Q4: 30,208 shares; 2026Q1: 8,658 shares 8,658 $543K 0.02% -21,550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 2,538 shares; 2025Q4: 2,566 shares; 2026Q1: 2,596 shares 2,596 $527K 0.01% +30 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,353 shares; 2024Q4: 10,041 shares; 2025Q1: 9,018 shares; 2025Q2: 9,537 shares; 2025Q3: 17,136 shares; 2025Q4: 19,628 shares; 2026Q1: 7,334 shares 7,334 $527K 0.01% -12,294 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 932 shares; 2025Q1: 731 shares; 2025Q2: 755 shares; 2025Q3: 757 shares; 2025Q4: 754 shares; 2026Q1: 764 shares 764 $521K 0.01% +10 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,814 shares; 2025Q3: 9,653 shares; 2025Q4: 8,817 shares; 2026Q1: 8,730 shares 8,730 $521K 0.01% -87 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650 $502K 0.01% new 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: 2,979 shares; 2024Q4: 2,982 shares; 2025Q1: 2,984 shares; 2025Q2: 2,987 shares; 2025Q3: 3,908 shares; 2025Q4: 3,912 shares; 2026Q1: 3,914 shares 3,914 $501K 0.01% +2 Timeline SMHX 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: 13,666 shares; 2025Q3: 13,634 shares; 2025Q4: 13,637 shares; 2026Q1: 13,460 shares 13,460 $501K 0.01% -177 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: not reported; 2024Q4: not reported; 2025Q1: 2,728 shares; 2025Q2: 2,746 shares; 2025Q3: 2,966 shares; 2025Q4: 3,000 shares; 2026Q1: 2,701 shares 2,701 $499K 0.01% -299 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: 3,115 shares; 2024Q4: 3,138 shares; 2025Q1: 3,170 shares; 2025Q2: 3,126 shares; 2025Q3: 3,197 shares; 2025Q4: 3,200 shares; 2026Q1: 3,203 shares 3,203 $498K 0.01% +3 Timeline SMH 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: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,436 shares; 2025Q3: 1,139 shares; 2025Q4: 1,231 shares; 2026Q1: 1,232 shares 1,232 $472K 0.01% +1 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: 1,440 shares; 2024Q4: 1,452 shares; 2025Q1: 1,514 shares; 2025Q2: 1,525 shares; 2025Q3: 4,296 shares; 2025Q4: 5,296 shares; 2026Q1: 1,629 shares 1,629 $455K 0.01% -3,667 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,310 shares; 2025Q1: 1,234 shares; 2025Q2: 1,311 shares; 2025Q3: 1,272 shares; 2025Q4: 1,308 shares; 2026Q1: 1,309 shares 1,309 $452K 0.01% +1 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: 13,410 shares; 2024Q4: 13,858 shares; 2025Q1: 12,771 shares; 2025Q2: 13,274 shares; 2025Q3: 13,780 shares; 2025Q4: 13,333 shares; 2026Q1: 13,445 shares 13,445 $451K 0.01% +112 Timeline KRE 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: 5,459 shares; 2024Q4: 5,465 shares; 2025Q1: 5,471 shares; 2025Q2: 7,983 shares; 2025Q3: 7,088 shares; 2025Q4: 6,751 shares; 2026Q1: 6,764 shares 6,764 $441K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares; 2026Q1: 4,050 shares 4,050 $438K 0.01% +307 Timeline NYF 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares; 2026Q1: 8,250 shares 8,250 $438K 0.01% 0 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: 1,207 shares; 2024Q4: 1,226 shares; 2025Q1: 1,228 shares; 2025Q2: 1,272 shares; 2025Q3: 1,294 shares; 2025Q4: 1,339 shares; 2026Q1: 1,379 shares 1,379 $433K 0.01% +40 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,029 shares; 2025Q3: 8,126 shares; 2025Q4: 8,219 shares; 2026Q1: 8,506 shares 8,506 $426K 0.01% +287 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,962 shares; 2024Q4: 7,945 shares; 2025Q1: 7,774 shares; 2025Q2: 8,108 shares; 2025Q3: 8,091 shares; 2025Q4: 7,977 shares; 2026Q1: 7,593 shares 7,593 $424K 0.01% -384 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: 10,743 shares; 2024Q4: 10,542 shares; 2025Q1: 5,775 shares; 2025Q2: 5,696 shares; 2025Q3: 5,362 shares; 2025Q4: 5,844 shares; 2026Q1: 5,981 shares 5,981 $423K 0.01% +137 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,345 shares; 2024Q4: 47,365 shares; 2025Q1: 2,865 shares; 2025Q2: 2,655 shares; 2025Q3: 2,120 shares; 2025Q4: 1,613 shares; 2026Q1: 1,455 shares 1,455 $421K 0.01% -158 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: 2,894 shares; 2024Q4: 2,772 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 2,814 shares; 2025Q4: 2,563 shares; 2026Q1: 2,556 shares 2,556 $419K 0.01% -7 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,013 shares; 2025Q2: 14,846 shares; 2025Q3: 14,901 shares; 2025Q4: 26,214 shares; 2026Q1: 21,309 shares 21,309 $417K 0.01% -4,905 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 58,436 shares; 2025Q3: 58,436 shares; 2025Q4: 58,436 shares; 2026Q1: 53,307 shares 53,307 $409K 0.01% -5,129 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: 1,612 shares; 2024Q4: 1,553 shares; 2025Q1: 1,395 shares; 2025Q2: 1,398 shares; 2025Q3: 2,523 shares; 2025Q4: 1,988 shares; 2026Q1: 2,130 shares 2,130 $409K 0.01% +142 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: 963 shares; 2024Q4: 926 shares; 2025Q1: 1,076 shares; 2025Q2: 1,092 shares; 2025Q3: 1,099 shares; 2025Q4: 1,119 shares; 2026Q1: 1,139 shares 1,139 $406K 0.01% +20 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,089,770 shares; 2025Q3: 1,050,893 shares; 2025Q4: 1,018,379 shares; 2026Q1: 7,897 shares 7,897 $403K 0.01% -1,010,482 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: 7,850 shares; 2024Q4: 8,033 shares; 2025Q1: 7,913 shares; 2025Q2: 9,000 shares; 2025Q3: 9,244 shares; 2025Q4: 9,322 shares; 2026Q1: 9,757 shares 9,757 $401K 0.01% +435 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO 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: 1,159 shares; 2025Q4: 1,371 shares; 2026Q1: 1,419 shares 1,419 $399K 0.01% +48 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: 105 shares; 2024Q4: 108 shares; 2025Q1: 107 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 118 shares; 2026Q1: 117 shares 117 $396K 0.01% -1 Timeline IHE 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: 14,715 shares; 2025Q1: not reported; 2025Q2: 22,396 shares; 2025Q3: 21,500 shares; 2025Q4: 22,429 shares; 2026Q1: 4,554 shares 4,554 $395K 0.01% -17,875 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 8,803 shares; 2025Q1: 9,404 shares; 2025Q2: 11,915 shares; 2025Q3: 15,100 shares; 2025Q4: 14,742 shares; 2026Q1: 13,953 shares 13,953 $389K 0.01% -789 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: 5,633 shares; 2024Q4: 4,624 shares; 2025Q1: 4,993 shares; 2025Q2: 4,986 shares; 2025Q3: 4,903 shares; 2025Q4: 4,926 shares; 2026Q1: 4,939 shares 4,939 $381K 0.01% +13 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: 4,871 shares; 2024Q4: 13,272 shares; 2025Q1: 2,836 shares; 2025Q2: 3,353 shares; 2025Q3: 3,377 shares; 2025Q4: 3,517 shares; 2026Q1: 3,535 shares 3,535 $375K 0.01% +18 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: 3,260 shares; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: 3,133 shares; 2025Q3: 3,162 shares; 2025Q4: 3,138 shares; 2026Q1: 3,142 shares 3,142 $372K 0.01% +4 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,059 shares; 2025Q1: 2,069 shares; 2025Q2: 2,078 shares; 2025Q3: 2,086 shares; 2025Q4: 2,094 shares; 2026Q1: 2,123 shares 2,123 $368K 0.01% +29 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,554 shares; 2024Q4: 4,879 shares; 2025Q1: 5,020 shares; 2025Q2: 5,237 shares; 2025Q3: 5,383 shares; 2025Q4: 5,612 shares; 2026Q1: 5,618 shares 5,618 $363K 0.01% +6 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,761 shares; 2024Q4: 219,761 shares; 2025Q1: 219,761 shares; 2025Q2: 406,987 shares; 2025Q3: 406,987 shares; 2025Q4: 406,987 shares; 2026Q1: 406,987 shares 406,987 $362K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,930 shares; 2025Q1: 2,906 shares; 2025Q2: 3,188 shares; 2025Q3: 3,192 shares; 2025Q4: 3,199 shares; 2026Q1: 3,202 shares 3,202 $362K 0.01% +3 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,275 shares; 2024Q4: 75,275 shares; 2025Q1: 72,707 shares; 2025Q2: 53,474 shares; 2025Q3: 53,963 shares; 2025Q4: 37,952 shares; 2026Q1: 37,952 shares 37,952 $361K 0.01% 0 Timeline IWY 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: 1,653 shares; 2024Q4: 1,655 shares; 2025Q1: 1,656 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares; 2025Q4: 1,448 shares; 2026Q1: 1,449 shares 1,449 $361K 0.01% +1 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: 3,744 shares; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,847 shares; 2025Q3: 2,748 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares 2,751 $360K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 977 shares; 2025Q1: 971 shares; 2025Q2: 1,019 shares; 2025Q3: 1,035 shares; 2025Q4: 1,058 shares; 2026Q1: 1,035 shares 1,035 $355K 0.01% -23 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: 1,259 shares; 2024Q4: 1,378 shares; 2025Q1: 1,253 shares; 2025Q2: 1,442 shares; 2025Q3: 1,345 shares; 2025Q4: 1,310 shares; 2026Q1: 1,325 shares 1,325 $353K 0.01% +15 Timeline SCHG 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: not reported; 2024Q4: 24,825 shares; 2025Q1: 24,729 shares; 2025Q2: 26,600 shares; 2025Q3: 10,609 shares; 2025Q4: 10,953 shares; 2026Q1: 11,788 shares 11,788 $343K 0.01% +835 Timeline IHF 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: 8,255 shares; 2025Q1: 6,631 shares; 2025Q2: 18,350 shares; 2025Q3: 12,607 shares; 2025Q4: 9,924 shares; 2026Q1: 8,077 shares 8,077 $338K 0.01% -1,847 Timeline ECBK ECB BANCORP INC More: the full row for ECB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $335K 0.01% 0 Timeline BIV 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: 4,366 shares; 2024Q4: 4,301 shares; 2025Q1: 4,324 shares; 2025Q2: 4,361 shares; 2025Q3: 4,242 shares; 2025Q4: 4,291 shares; 2026Q1: 4,315 shares 4,315 $333K 0.01% +24 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,296 shares; 2024Q4: 10,366 shares; 2025Q1: 9,620 shares; 2025Q2: 9,726 shares; 2025Q3: 9,518 shares; 2025Q4: 9,476 shares; 2026Q1: 9,256 shares 9,256 $330K 0.01% -220 Timeline XLG 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: 4,963 shares; 2024Q4: 5,004 shares; 2025Q1: 4,982 shares; 2025Q2: 4,992 shares; 2025Q3: 4,999 shares; 2025Q4: 5,823 shares; 2026Q1: 5,825 shares 5,825 $318K 0.01% +2 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,833 shares; 2025Q1: 1,838 shares; 2025Q2: 1,899 shares; 2025Q3: 1,846 shares; 2025Q4: 1,852 shares; 2026Q1: 1,752 shares 1,752 $315K 0.01% -100 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,039 shares; 2025Q1: 9,046 shares; 2025Q2: 9,077 shares; 2025Q3: 9,078 shares; 2025Q4: 6,070 shares; 2026Q1: 6,160 shares 6,160 $312K 0.01% +90 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: 2,950 shares; 2024Q4: 2,960 shares; 2025Q1: 2,971 shares; 2025Q2: 2,982 shares; 2025Q3: 3,002 shares; 2025Q4: 3,024 shares; 2026Q1: 3,035 shares 3,035 $312K 0.01% +11 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares 21,400 $309K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 3,703 shares; 2025Q1: 3,725 shares; 2025Q2: 4,002 shares; 2025Q3: 3,806 shares; 2025Q4: 3,861 shares; 2026Q1: 3,885 shares 3,885 $308K 0.01% +24 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,270 shares; 2024Q4: 24,270 shares; 2025Q1: 23,210 shares; 2025Q2: 23,927 shares; 2025Q3: 24,383 shares; 2025Q4: 24,383 shares; 2026Q1: 20,987 shares 20,987 $303K 0.01% -3,396 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,225 shares; 2026Q1: 10,303 shares 10,303 $303K 0.01% +78 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,513 shares; 2025Q4: 27,139 shares; 2026Q1: 26,792 shares 26,792 $302K 0.01% -347 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 7,331 shares; 2025Q1: 6,482 shares; 2025Q2: 6,461 shares; 2025Q3: 5,613 shares; 2025Q4: 5,934 shares; 2026Q1: 5,735 shares 5,735 $301K 0.01% -199 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,097 shares; 2026Q1: 1,099 shares 1,099 $301K 0.01% +2 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 1,244 shares; 2025Q1: 1,310 shares; 2025Q2: 1,817 shares; 2025Q3: 1,935 shares; 2025Q4: 1,523 shares; 2026Q1: 1,871 shares 1,871 $300K 0.01% +348 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares; 2026Q1: 5,420 shares 5,420 $299K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,387 shares; 2025Q4: 3,290 shares; 2026Q1: 3,306 shares 3,306 $299K 0.01% +16 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: 4,111 shares; 2024Q4: 4,100 shares; 2025Q1: 4,145 shares; 2025Q2: 4,208 shares; 2025Q3: 4,258 shares; 2025Q4: 4,151 shares; 2026Q1: 4,188 shares 4,188 $298K 0.01% +37 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: 7,877 shares; 2024Q4: 7,752 shares; 2025Q1: 7,806 shares; 2025Q2: 8,044 shares; 2025Q3: 4,760 shares; 2025Q4: 4,635 shares; 2026Q1: 4,251 shares 4,251 $294K 0.01% -384 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,894 shares; 2024Q4: 11,057 shares; 2025Q1: 11,197 shares; 2025Q2: 11,339 shares; 2025Q3: 11,483 shares; 2025Q4: 11,622 shares; 2026Q1: 11,757 shares 11,757 $294K 0.01% +135 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: 630 shares; 2024Q4: 649 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 621 shares; 2025Q4: 636 shares; 2026Q1: 648 shares 648 $289K 0.01% +12 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,440 shares; 2025Q1: 4,030 shares; 2025Q2: 4,076 shares; 2025Q3: 4,106 shares; 2025Q4: 4,136 shares; 2026Q1: 4,557 shares 4,557 $285K 0.01% +421 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: 1,345 shares; 2024Q4: 1,373 shares; 2025Q1: 1,363 shares; 2025Q2: 1,451 shares; 2025Q3: 1,482 shares; 2025Q4: 1,411 shares; 2026Q1: 1,459 shares 1,459 $285K 0.01% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,582 shares; 2026Q1: 2,585 shares 2,585 $284K 0.01% +3 Timeline SPGP 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: 2,886 shares; 2024Q4: 2,867 shares; 2025Q1: 2,760 shares; 2025Q2: 2,722 shares; 2025Q3: 2,703 shares; 2025Q4: 2,642 shares; 2026Q1: 2,606 shares 2,606 $280K 0.01% -36 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 504 shares 504 $274K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 5,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,661 shares; 2026Q1: 4,649 shares 4,649 $273K 0.01% -12 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: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $272K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 5,153 shares; 2025Q3: 5,200 shares; 2025Q4: 5,280 shares; 2026Q1: 5,527 shares 5,527 $271K 0.01% +247 Timeline PWV 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: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares; 2025Q3: 3,871 shares; 2025Q4: 3,871 shares; 2026Q1: 3,842 shares 3,842 $268K 0.01% -29 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,169 shares; 2025Q1: 1,172 shares; 2025Q2: 1,245 shares; 2025Q3: 1,248 shares; 2025Q4: 751 shares; 2026Q1: 748 shares 748 $267K 0.01% -3 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,950 shares; 2024Q4: 298,950 shares; 2025Q1: 298,950 shares; 2025Q2: 298,950 shares; 2025Q3: 189,750 shares; 2025Q4: 189,750 shares; 2026Q1: 189,750 shares 189,750 $266K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 3,790 shares; 2025Q4: 4,494 shares; 2026Q1: 4,494 shares 4,494 $265K 0.01% 0 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $262K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 964 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 760 shares 760 $261K 0.01% +10 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,188 shares; 2025Q1: 2,194 shares; 2025Q2: 2,200 shares; 2025Q3: 2,207 shares; 2025Q4: 2,214 shares; 2026Q1: 2,219 shares 2,219 $260K 0.01% +5 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: 1,832 shares; 2026Q1: 1,980 shares 1,980 $260K 0.01% +148 Timeline SPIB 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: 7,635 shares; 2025Q4: 10,695 shares; 2026Q1: 7,737 shares 7,737 $259K 0.01% -2,958 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares; 2026Q1: 3,455 shares 3,455 $257K 0.01% -8 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,246 shares; 2025Q1: not reported; 2025Q2: 3,181 shares; 2025Q3: 3,176 shares; 2025Q4: 3,214 shares; 2026Q1: 3,392 shares 3,392 $256K 0.01% +178 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: 562 shares; 2024Q4: 535 shares; 2025Q1: 561 shares; 2025Q2: 591 shares; 2025Q3: 595 shares; 2025Q4: 612 shares; 2026Q1: 597 shares 597 $254K 0.01% -15 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: 1,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,052 shares; 2026Q1: 1,094 shares 1,094 $251K 0.01% +42 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,440 shares; 2026Q1: 4,005 shares 4,005 $251K 0.01% -435 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: 1,596 shares; 2024Q4: 1,602 shares; 2025Q1: 1,607 shares; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 1,697 shares; 2026Q1: 1,712 shares 1,712 $249K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 782 shares 782 $249K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: 4,537 shares; 2026Q1: 4,593 shares 4,593 $249K 0.01% +56 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: 5,831 shares; 2024Q4: 5,909 shares; 2025Q1: 4,171 shares; 2025Q2: 4,296 shares; 2025Q3: 4,407 shares; 2025Q4: 3,842 shares; 2026Q1: 3,971 shares 3,971 $243K 0.01% +129 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,735 shares 3,735 $243K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,474 shares; 2024Q4: 13,507 shares; 2025Q1: 12,500 shares; 2025Q2: 12,514 shares; 2025Q3: 12,831 shares; 2025Q4: 12,544 shares; 2026Q1: 12,559 shares 12,559 $242K 0.01% +15 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,728 shares 2,728 $240K 0.01% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,692 shares; 2025Q3: 3,672 shares; 2025Q4: 3,182 shares; 2026Q1: 3,187 shares 3,187 $239K 0.01% +5 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,651 shares; 2025Q1: 2,661 shares; 2025Q2: 2,672 shares; 2025Q3: 2,682 shares; 2025Q4: 2,692 shares; 2026Q1: 2,700 shares 2,700 $237K 0.01% +8 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: not reported; 2025Q3: 485 shares; 2025Q4: 492 shares; 2026Q1: 489 shares 489 $232K 0.01% -3 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,897 shares; 2024Q4: 11,897 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares; 2025Q4: 11,543 shares; 2026Q1: 9,869 shares 9,869 $230K 0.01% -1,674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306 shares 306 $226K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: not reported; 2025Q1: 1,082 shares; 2025Q2: 1,228 shares; 2025Q3: 1,209 shares; 2025Q4: 1,197 shares; 2026Q1: 1,272 shares 1,272 $219K 0.01% +75 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS 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: 1,460 shares; 2026Q1: 1,285 shares 1,285 $217K 0.01% -175 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 222 shares 222 $217K 0.01% 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: 558 shares 558 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $215K 0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,085 shares; 2025Q4: 1,035 shares; 2026Q1: 1,043 shares 1,043 $213K 0.01% +8 Timeline VHT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,757 shares; 2026Q1: 777 shares 777 $212K 0.01% -4,980 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: 7,702 shares; 2024Q4: 7,703 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,488 shares; 2025Q4: 5,195 shares; 2026Q1: 5,225 shares 5,225 $211K 0.01% +30 Timeline KBE 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: 3,484 shares; 2025Q4: 3,505 shares; 2026Q1: 3,524 shares 3,524 $210K 0.01% +19 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: 1,286 shares; 2024Q4: 1,288 shares; 2025Q1: 1,328 shares; 2025Q2: 1,472 shares; 2025Q3: 1,495 shares; 2025Q4: 1,429 shares; 2026Q1: 1,333 shares 1,333 $210K 0.01% -96 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,009 shares; 2025Q1: 5,010 shares; 2025Q2: 5,011 shares; 2025Q3: 5,021 shares; 2025Q4: 5,032 shares; 2026Q1: 5,018 shares 5,018 $209K 0.01% -14 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: 3,383 shares; 2024Q4: 3,494 shares; 2025Q1: 3,474 shares; 2025Q2: 3,518 shares; 2025Q3: 3,543 shares; 2025Q4: 1,978 shares; 2026Q1: 1,967 shares 1,967 $208K 0.01% -11 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 2,714 shares; 2025Q3: 2,741 shares; 2025Q4: 2,789 shares; 2026Q1: 2,754 shares 2,754 $207K 0.01% -35 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares 630 $206K 0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,567 shares 5,567 $206K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares 990 $206K 0.01% new Timeline RING 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,568 shares 2,568 $203K 0.01% new Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100 $203K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 180 shares; 2025Q4: 213 shares; 2026Q1: 48 shares 48 $203K 0.01% -165 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,473 shares; 2025Q1: 7,688 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares; 2025Q4: 6,773 shares; 2026Q1: 6,732 shares 6,732 $202K 0.01% -41 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $201K 0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD 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: not reported; 2025Q4: 18,438 shares; 2026Q1: 23,120 shares 23,120 $175K <0.01% +4,682 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: 14,072 shares; 2026Q1: 17,439 shares 17,439 $170K <0.01% +3,367 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,846 shares; 2025Q3: 12,866 shares; 2025Q4: 13,340 shares; 2026Q1: 13,646 shares 13,646 $157K <0.01% +306 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $110K <0.01% 0 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 22,812 shares; 2025Q1: 21,690 shares; 2025Q2: 13,674 shares; 2025Q3: 13,674 shares; 2025Q4: 13,447 shares; 2026Q1: 11,805 shares 11,805 $106K <0.01% -1,642 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,625 shares; 2024Q4: 33,625 shares; 2025Q1: 32,167 shares; 2025Q2: 37,839 shares; 2025Q3: 43,345 shares; 2025Q4: 29,338 shares; 2026Q1: 28,179 shares 28,179 $98.9K <0.01% -1,159 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,675 shares; 2024Q4: 42,675 shares; 2025Q1: 40,994 shares; 2025Q2: 40,994 shares; 2025Q3: 40,994 shares; 2025Q4: 25,887 shares; 2026Q1: 25,887 shares 25,887 $90.9K <0.01% 0 Timeline BCG BINAH CAP GROUP INC More: the full row for BINAH CAP 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: 33,482 shares; 2025Q4: 33,482 shares; 2026Q1: 33,482 shares 33,482 $67.3K <0.01% 0 Timeline DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,271 shares; 2025Q2: 13,271 shares; 2025Q3: 13,271 shares; 2025Q4: 13,271 shares; 2026Q1: 13,271 shares 13,271 $65.2K <0.01% 0 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: not reported; 2024Q4: 142,239 shares; 2025Q1: 128,262 shares; 2025Q2: 85,024 shares; 2025Q3: 84,317 shares; 2025Q4: 12,044 shares; 2026Q1: 12,477 shares 12,477 $63.6K <0.01% +433 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,435 shares; 2026Q1: 18,435 shares 18,435 $43.3K <0.01% 0 Timeline RCKT ROCKET PHARMACEUTICALS INC More: the full row for ROCKET 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: 15,411 shares; 2025Q4: 12,645 shares; 2026Q1: 11,547 shares 11,547 $41.3K <0.01% -1,098 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 10,030 shares; 2025Q3: 10,030 shares; 2025Q4: 10,030 shares; 2026Q1: 10,030 shares 10,030 $21.3K <0.01% 0 Timeline