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: restricted; 2024Q4: 166,593 shares; 2025Q1: 163,208 shares; 2025Q2: 120,345 shares; 2025Q3: 119,640 shares; 2025Q4: 121,504 shares; 2026Q1: 124,191 shares 124,191 $74.2M 8.39% +2,687 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: restricted; 2024Q4: 175,985 shares; 2025Q1: 172,604 shares; 2025Q2: 164,251 shares; 2025Q3: 163,697 shares; 2025Q4: 164,484 shares; 2026Q1: 161,553 shares 161,553 $41M 4.64% -2,931 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: restricted; 2024Q4: 754,124 shares; 2025Q1: 759,661 shares; 2025Q2: 780,507 shares; 2025Q3: 616,116 shares; 2025Q4: 696,313 shares; 2026Q1: 602,577 shares 602,577 $40.7M 4.6% -93,736 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: restricted; 2024Q4: 277,222 shares; 2025Q1: 310,812 shares; 2025Q2: 278,355 shares; 2025Q3: 279,009 shares; 2025Q4: 276,753 shares; 2026Q1: 276,664 shares 276,664 $34.4M 3.89% -89 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 189,724 shares; 2025Q1: 199,105 shares; 2025Q2: 309,195 shares; 2025Q3: 316,173 shares; 2025Q4: 323,499 shares; 2026Q1: 333,756 shares 333,756 $30.2M 3.42% +10,257 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: restricted; 2024Q4: 37,186 shares; 2025Q1: 38,743 shares; 2025Q2: 39,767 shares; 2025Q3: 44,318 shares; 2025Q4: 45,799 shares; 2026Q1: 44,565 shares 44,565 $29.1M 3.29% -1,234 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: restricted; 2024Q4: 272,569 shares; 2025Q1: 326,897 shares; 2025Q2: 352,897 shares; 2025Q3: 362,606 shares; 2025Q4: 359,297 shares; 2026Q1: 371,688 shares 371,688 $25.9M 2.93% +12,391 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: restricted; 2024Q4: 91,893 shares; 2025Q1: 94,034 shares; 2025Q2: 95,960 shares; 2025Q3: 108,098 shares; 2025Q4: 114,762 shares; 2026Q1: 112,103 shares 112,103 $19.6M 2.21% -2,659 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 320 shares; 2026Q1: 308,180 shares 308,180 $18M 2.04% +307,860 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: restricted; 2024Q4: 20,712 shares; 2025Q1: 28,271 shares; 2025Q2: 7,272 shares; 2025Q3: 102,105 shares; 2025Q4: 115,872 shares; 2026Q1: 247,145 shares 247,145 $15.1M 1.71% +131,273 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278,777 shares; 2025Q1: 283,114 shares; 2025Q2: 287,596 shares; 2025Q3: 274,556 shares; 2025Q4: 284,776 shares; 2026Q1: 289,606 shares 289,606 $14.4M 1.63% +4,830 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: restricted; 2024Q4: 26,496 shares; 2025Q1: 26,749 shares; 2025Q2: 28,431 shares; 2025Q3: 31,318 shares; 2025Q4: 33,748 shares; 2026Q1: 33,458 shares 33,458 $14.3M 1.61% -290 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: restricted; 2024Q4: 19,443 shares; 2025Q1: 22,763 shares; 2025Q2: 22,512 shares; 2025Q3: 22,331 shares; 2025Q4: 22,301 shares; 2026Q1: 21,751 shares 21,751 $14.1M 1.6% -550 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: restricted; 2024Q4: 137,607 shares; 2025Q1: 147,057 shares; 2025Q2: 151,273 shares; 2025Q3: 155,637 shares; 2025Q4: 160,271 shares; 2026Q1: 169,347 shares 169,347 $13.4M 1.52% +9,076 Timeline VDE 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: restricted; 2024Q4: 15,465 shares; 2025Q1: 18,202 shares; 2025Q2: 4,203 shares; 2025Q3: 64,889 shares; 2025Q4: 36,335 shares; 2026Q1: 76,790 shares 76,790 $13.3M 1.5% +40,455 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: restricted; 2024Q4: 13,291 shares; 2025Q1: 13,071 shares; 2025Q2: 133,052 shares; 2025Q3: 142,068 shares; 2025Q4: 145,203 shares; 2026Q1: 146,468 shares 146,468 $12.9M 1.46% +1,265 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: restricted; 2024Q4: 35,388 shares; 2025Q1: 38,214 shares; 2025Q2: 37,617 shares; 2025Q3: 36,333 shares; 2025Q4: 35,530 shares; 2026Q1: 34,834 shares 34,834 $12.9M 1.46% -696 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: restricted; 2024Q4: 31,306 shares; 2025Q1: 33,667 shares; 2025Q2: 34,372 shares; 2025Q3: 32,968 shares; 2025Q4: 40,482 shares; 2026Q1: 42,814 shares 42,814 $12.3M 1.39% +2,332 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: restricted; 2024Q4: 106,953 shares; 2025Q1: 109,518 shares; 2025Q2: 107,507 shares; 2025Q3: 109,263 shares; 2025Q4: 113,700 shares; 2026Q1: 115,406 shares 115,406 $12.3M 1.39% +1,706 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: restricted; 2024Q4: 211,675 shares; 2025Q1: 220,403 shares; 2025Q2: 223,846 shares; 2025Q3: 268,503 shares; 2025Q4: 313,438 shares; 2026Q1: 331,294 shares 331,294 $12.2M 1.38% +17,856 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: restricted; 2024Q4: 72,069 shares; 2025Q1: 76,151 shares; 2025Q2: 68,209 shares; 2025Q3: 63,076 shares; 2025Q4: 61,344 shares; 2026Q1: 58,036 shares 58,036 $12.1M 1.37% -3,308 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: restricted; 2024Q4: 68,286 shares; 2025Q1: 67,219 shares; 2025Q2: 52,277 shares; 2025Q3: 55,192 shares; 2025Q4: 55,804 shares; 2026Q1: 56,676 shares 56,676 $11.1M 1.26% +872 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: restricted; 2024Q4: 54,115 shares; 2025Q1: 68,994 shares; 2025Q2: 152,214 shares; 2025Q3: 158,479 shares; 2025Q4: 163,127 shares; 2026Q1: 170,028 shares 170,028 $10.9M 1.23% +6,901 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: restricted; 2024Q4: 119,181 shares; 2025Q1: 156,265 shares; 2025Q2: 173,150 shares; 2025Q3: 179,646 shares; 2025Q4: 185,641 shares; 2026Q1: 193,659 shares 193,659 $10.5M 1.18% +8,018 Timeline LMBS 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: restricted; 2024Q4: 142,358 shares; 2025Q1: 153,095 shares; 2025Q2: 156,777 shares; 2025Q3: 188,014 shares; 2025Q4: 196,710 shares; 2026Q1: 208,437 shares 208,437 $10.4M 1.17% +11,727 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: restricted; 2024Q4: 62,387 shares; 2025Q1: 64,434 shares; 2025Q2: 64,159 shares; 2025Q3: 60,918 shares; 2025Q4: 61,214 shares; 2026Q1: 61,037 shares 61,037 $10.4M 1.17% -177 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: restricted; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 22,634 shares; 2025Q3: 23,854 shares; 2025Q4: 24,625 shares; 2026Q1: 23,930 shares 23,930 $10.3M 1.16% -695 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: restricted; 2024Q4: 82,670 shares; 2025Q1: 86,770 shares; 2025Q2: 93,753 shares; 2025Q3: 95,602 shares; 2025Q4: 99,878 shares; 2026Q1: 101,183 shares 101,183 $9.83M 1.11% +1,305 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: restricted; 2024Q4: 59,286 shares; 2025Q1: 66,089 shares; 2025Q2: 66,089 shares; 2025Q3: 65,906 shares; 2025Q4: 65,862 shares; 2026Q1: 65,565 shares 65,565 $9.34M 1.06% -297 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: restricted; 2024Q4: 28,401 shares; 2025Q1: 31,209 shares; 2025Q2: 31,252 shares; 2025Q3: 29,651 shares; 2025Q4: 29,649 shares; 2026Q1: 30,384 shares 30,384 $8.94M 1.01% +735 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: restricted; 2024Q4: 89,621 shares; 2025Q1: 93,477 shares; 2025Q2: 93,693 shares; 2025Q3: 89,873 shares; 2025Q4: 99,668 shares; 2026Q1: 106,278 shares 106,278 $7.83M 0.88% +6,610 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: restricted; 2024Q4: 42,397 shares; 2025Q1: 38,516 shares; 2025Q2: 36,254 shares; 2025Q3: 31,955 shares; 2025Q4: 28,290 shares; 2026Q1: 26,996 shares 26,996 $7.74M 0.88% -1,294 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: restricted; 2024Q4: 12,879 shares; 2025Q1: 12,733 shares; 2025Q2: 12,325 shares; 2025Q3: 12,447 shares; 2025Q4: 12,427 shares; 2026Q1: 12,190 shares 12,190 $7.52M 0.85% -237 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: restricted; 2024Q4: 32,165 shares; 2025Q1: 35,504 shares; 2025Q2: 36,107 shares; 2025Q3: 24,646 shares; 2025Q4: 30,141 shares; 2026Q1: 24,509 shares 24,509 $7.04M 0.8% -5,632 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: restricted; 2024Q4: 8,048 shares; 2025Q1: 9,947 shares; 2025Q2: 9,808 shares; 2025Q3: 9,482 shares; 2025Q4: 7,908 shares; 2026Q1: 7,619 shares 7,619 $7.01M 0.79% -289 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: restricted; 2024Q4: 2,857 shares; 2025Q1: 6,937 shares; 2025Q2: 6,948 shares; 2025Q3: 6,942 shares; 2025Q4: 6,811 shares; 2026Q1: 6,905 shares 6,905 $6.88M 0.78% +94 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: restricted; 2024Q4: 74,843 shares; 2025Q1: 82,450 shares; 2025Q2: 89,073 shares; 2025Q3: 98,705 shares; 2025Q4: 106,318 shares; 2026Q1: 111,416 shares 111,416 $6.33M 0.72% +5,098 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: restricted; 2024Q4: 54,138 shares; 2025Q1: 54,898 shares; 2025Q2: 56,217 shares; 2025Q3: 57,011 shares; 2025Q4: 60,976 shares; 2026Q1: 63,453 shares 63,453 $6.3M 0.71% +2,477 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: restricted; 2024Q4: 5,357 shares; 2025Q1: 6,214 shares; 2025Q2: 6,296 shares; 2025Q3: 6,374 shares; 2025Q4: 9,689 shares; 2026Q1: 10,948 shares 10,948 $6.26M 0.71% +1,259 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,529 shares; 2025Q1: 31,402 shares; 2025Q2: 54,964 shares; 2025Q3: 65,375 shares; 2025Q4: 69,784 shares; 2026Q1: 77,182 shares 77,182 $6.22M 0.7% +7,398 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: restricted; 2024Q4: 21,264 shares; 2025Q1: 28,723 shares; 2025Q2: 23,254 shares; 2025Q3: 23,328 shares; 2025Q4: 23,406 shares; 2026Q1: 23,665 shares 23,665 $6.2M 0.7% +259 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: restricted; 2024Q4: 18,415 shares; 2025Q1: 18,841 shares; 2025Q2: 18,388 shares; 2025Q3: 15,605 shares; 2025Q4: 16,065 shares; 2026Q1: 16,492 shares 16,492 $4.98M 0.56% +427 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: restricted; 2024Q4: 11,579 shares; 2025Q1: 11,626 shares; 2025Q2: 11,764 shares; 2025Q3: 21,060 shares; 2025Q4: 16,541 shares; 2026Q1: 15,155 shares 15,155 $4.69M 0.53% -1,386 Timeline AVDE 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: restricted; 2024Q4: 26,868 shares; 2025Q1: 28,050 shares; 2025Q2: 34,429 shares; 2025Q3: 46,890 shares; 2025Q4: 52,057 shares; 2026Q1: 55,028 shares 55,028 $4.67M 0.53% +2,971 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: restricted; 2024Q4: 2,959 shares; 2025Q1: 3,133 shares; 2025Q2: 3,251 shares; 2025Q3: 3,769 shares; 2025Q4: 9,134 shares; 2026Q1: 11,445 shares 11,445 $4.25M 0.48% +2,311 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: restricted; 2024Q4: 19,665 shares; 2025Q1: 22,391 shares; 2025Q2: 20,338 shares; 2025Q3: 22,216 shares; 2025Q4: 21,663 shares; 2026Q1: 19,702 shares 19,702 $4.08M 0.46% -1,961 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $3.91M 0.44% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,055 shares; 2025Q1: 84,571 shares; 2025Q2: 76,931 shares; 2025Q3: 76,903 shares; 2025Q4: 76,435 shares; 2026Q1: 76,541 shares 76,541 $3.73M 0.42% +106 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,727 shares; 2025Q1: 88,458 shares; 2025Q2: 123,937 shares; 2025Q3: 133,911 shares; 2025Q4: 140,802 shares; 2026Q1: 41,013 shares 41,013 $3.64M 0.41% -99,789 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384,900 shares; 2025Q1: 283,843 shares; 2025Q2: 283,843 shares; 2025Q3: 283,843 shares; 2025Q4: 283,843 shares; 2026Q1: 236,740 shares 236,740 $3.53M 0.4% -47,103 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: restricted; 2024Q4: 4,581 shares; 2025Q1: 10,769 shares; 2025Q2: 10,775 shares; 2025Q3: 10,753 shares; 2025Q4: 10,767 shares; 2026Q1: 10,643 shares 10,643 $3.41M 0.39% -124 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: restricted; 2024Q4: 16,098 shares; 2025Q1: 15,993 shares; 2025Q2: 15,741 shares; 2025Q3: 16,196 shares; 2025Q4: 16,421 shares; 2026Q1: 15,968 shares 15,968 $3.41M 0.39% -453 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: restricted; 2024Q4: 13,141 shares; 2025Q1: 15,037 shares; 2025Q2: 14,960 shares; 2025Q3: 14,838 shares; 2025Q4: 14,909 shares; 2026Q1: 15,424 shares 15,424 $3.35M 0.38% +515 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: restricted; 2024Q4: 22,636 shares; 2025Q1: 19,442 shares; 2025Q2: 13,554 shares; 2025Q3: 13,524 shares; 2025Q4: 13,451 shares; 2026Q1: 13,671 shares 13,671 $3.34M 0.38% +220 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: restricted; 2024Q4: 9,390 shares; 2025Q1: 10,464 shares; 2025Q2: 10,317 shares; 2025Q3: 9,771 shares; 2025Q4: 7,363 shares; 2026Q1: 6,677 shares 6,677 $3.34M 0.38% -686 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: restricted; 2024Q4: 28,318 shares; 2025Q1: 34,418 shares; 2025Q2: 33,725 shares; 2025Q3: 28,411 shares; 2025Q4: 27,232 shares; 2026Q1: 22,054 shares 22,054 $3.24M 0.37% -5,178 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: restricted; 2024Q4: 36,424 shares; 2025Q1: 40,114 shares; 2025Q2: 38,689 shares; 2025Q3: 33,757 shares; 2025Q4: 28,441 shares; 2026Q1: 30,144 shares 30,144 $3.2M 0.36% +1,703 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: restricted; 2024Q4: 8,302 shares; 2025Q1: 9,287 shares; 2025Q2: 9,310 shares; 2025Q3: 9,077 shares; 2025Q4: 8,835 shares; 2026Q1: 9,345 shares 9,345 $3.07M 0.35% +510 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: restricted; 2024Q4: 7,388 shares; 2025Q1: 7,343 shares; 2025Q2: 7,303 shares; 2025Q3: 8,388 shares; 2025Q4: 8,497 shares; 2026Q1: 8,664 shares 8,664 $2.96M 0.33% +167 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: restricted; 2024Q4: 4,215 shares; 2025Q1: 2,582 shares; 2025Q2: 2,520 shares; 2025Q3: 1,724 shares; 2025Q4: 25,512 shares; 2026Q1: 29,908 shares 29,908 $2.88M 0.33% +4,396 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: restricted; 2024Q4: 25,600 shares; 2025Q1: 25,600 shares; 2025Q2: 25,600 shares; 2025Q3: 27,909 shares; 2025Q4: 29,219 shares; 2026Q1: 27,910 shares 27,910 $2.71M 0.31% -1,309 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: restricted; 2024Q4: 18,709 shares; 2025Q1: 20,615 shares; 2025Q2: 20,575 shares; 2025Q3: 20,615 shares; 2025Q4: 21,287 shares; 2026Q1: 21,819 shares 21,819 $2.71M 0.31% +532 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: restricted; 2024Q4: 17,419 shares; 2025Q1: 18,558 shares; 2025Q2: 18,591 shares; 2025Q3: 18,591 shares; 2025Q4: 24,374 shares; 2026Q1: 26,351 shares 26,351 $2.54M 0.29% +1,977 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,522 shares; 2025Q1: 33,245 shares; 2025Q2: 32,123 shares; 2025Q3: 25,500 shares; 2025Q4: 21,150 shares; 2026Q1: 21,398 shares 21,398 $2.54M 0.29% +248 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: restricted; 2024Q4: 7,882 shares; 2025Q1: 8,443 shares; 2025Q2: 7,554 shares; 2025Q3: 7,580 shares; 2025Q4: 7,589 shares; 2026Q1: 7,481 shares 7,481 $2.53M 0.29% -108 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: restricted; 2024Q4: 3,511 shares; 2025Q1: 4,804 shares; 2025Q2: 4,783 shares; 2025Q3: 4,780 shares; 2025Q4: 4,825 shares; 2026Q1: 5,129 shares 5,129 $2.46M 0.28% +304 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: restricted; 2024Q4: 15,228 shares; 2025Q1: 16,876 shares; 2025Q2: 16,528 shares; 2025Q3: 16,458 shares; 2025Q4: 16,398 shares; 2026Q1: 16,336 shares 16,336 $2.36M 0.27% -62 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: restricted; 2024Q4: 16,179 shares; 2025Q1: 18,850 shares; 2025Q2: 19,835 shares; 2025Q3: 12,513 shares; 2025Q4: 16,272 shares; 2026Q1: 12,675 shares 12,675 $2.34M 0.26% -3,597 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: restricted; 2024Q4: 8,847 shares; 2025Q1: 8,332 shares; 2025Q2: 7,749 shares; 2025Q3: 8,045 shares; 2025Q4: 9,135 shares; 2026Q1: 8,948 shares 8,948 $2.22M 0.25% -187 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: restricted; 2024Q4: 7,429 shares; 2025Q1: 8,479 shares; 2025Q2: 8,521 shares; 2025Q3: 8,483 shares; 2025Q4: 9,041 shares; 2026Q1: 8,932 shares 8,932 $2.17M 0.24% -109 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: restricted; 2024Q4: 5,493 shares; 2025Q1: 6,146 shares; 2025Q2: 6,237 shares; 2025Q3: 6,086 shares; 2025Q4: 6,079 shares; 2026Q1: 6,972 shares 6,972 $2.11M 0.24% +893 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: restricted; 2024Q4: 39,626 shares; 2025Q1: 41,021 shares; 2025Q2: 40,218 shares; 2025Q3: 33,477 shares; 2025Q4: 26,799 shares; 2026Q1: 20,495 shares 20,495 $2.1M 0.24% -6,304 Timeline HEFA 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: restricted; 2024Q4: 47,500 shares; 2025Q1: 47,500 shares; 2025Q2: 47,500 shares; 2025Q3: 47,500 shares; 2025Q4: 47,500 shares; 2026Q1: 47,500 shares 47,500 $2.02M 0.23% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,527 shares; 2025Q1: 8,535 shares; 2025Q2: 8,340 shares; 2025Q3: 8,090 shares; 2025Q4: 11,205 shares; 2026Q1: 12,401 shares 12,401 $1.93M 0.22% +1,196 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: restricted; 2024Q4: 8,416 shares; 2025Q1: 11,560 shares; 2025Q2: 8,707 shares; 2025Q3: 8,767 shares; 2025Q4: 8,702 shares; 2026Q1: 8,845 shares 8,845 $1.92M 0.22% +143 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: restricted; 2024Q4: 3,909 shares; 2025Q1: 4,537 shares; 2025Q2: 4,427 shares; 2025Q3: 4,322 shares; 2025Q4: 7,548 shares; 2026Q1: 8,483 shares 8,483 $1.92M 0.22% +935 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: restricted; 2024Q4: 13,054 shares; 2025Q1: 20,774 shares; 2025Q2: 13,762 shares; 2025Q3: 13,762 shares; 2025Q4: 13,630 shares; 2026Q1: 13,563 shares 13,563 $1.79M 0.2% -67 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: restricted; 2024Q4: 666 shares; 2025Q1: 1,149 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 7,064 shares; 2026Q1: 8,990 shares 8,990 $1.79M 0.2% +1,926 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: restricted; 2024Q4: 15,288 shares; 2025Q1: 17,097 shares; 2025Q2: 15,595 shares; 2025Q3: 14,999 shares; 2025Q4: 14,863 shares; 2026Q1: 14,808 shares 14,808 $1.78M 0.2% -55 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: restricted; 2024Q4: 9,401 shares; 2025Q1: 9,401 shares; 2025Q2: 9,473 shares; 2025Q3: 9,398 shares; 2025Q4: 9,263 shares; 2026Q1: 9,238 shares 9,238 $1.77M 0.2% -25 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: restricted; 2024Q4: 17,983 shares; 2025Q1: 19,868 shares; 2025Q2: 18,838 shares; 2025Q3: 18,522 shares; 2025Q4: 18,276 shares; 2026Q1: 17,858 shares 17,858 $1.66M 0.19% -418 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: restricted; 2024Q4: 9,222 shares; 2025Q1: 8,777 shares; 2025Q2: 7,503 shares; 2025Q3: 7,104 shares; 2025Q4: 8,160 shares; 2026Q1: 8,428 shares 8,428 $1.64M 0.19% +268 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: restricted; 2024Q4: 3,951 shares; 2025Q1: 3,921 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,799 shares; 2026Q1: 3,790 shares 3,790 $1.58M 0.18% -9 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: restricted; 2024Q4: 4,235 shares; 2025Q1: 4,345 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares; 2025Q4: 4,372 shares; 2026Q1: 4,372 shares 4,372 $1.56M 0.18% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 810 shares; 2025Q2: 1,107 shares; 2025Q3: 959 shares; 2025Q4: 1,653 shares; 2026Q1: 2,015 shares 2,015 $1.56M 0.18% +362 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: restricted; 2024Q4: 8,339 shares; 2025Q1: 8,767 shares; 2025Q2: 8,963 shares; 2025Q3: 8,978 shares; 2025Q4: 8,908 shares; 2026Q1: 8,908 shares 8,908 $1.47M 0.17% 0 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: restricted; 2024Q4: 9,123 shares; 2025Q1: 10,687 shares; 2025Q2: 11,813 shares; 2025Q3: 10,966 shares; 2025Q4: 9,688 shares; 2026Q1: 7,449 shares 7,449 $1.44M 0.16% -2,239 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: restricted; 2024Q4: 1,601 shares; 2025Q1: 1,759 shares; 2025Q2: 1,781 shares; 2025Q3: 1,781 shares; 2025Q4: 2,329 shares; 2026Q1: 2,517 shares 2,517 $1.42M 0.16% +188 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 686 shares; 2025Q1: 1,270 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 2,936 shares; 2026Q1: 2,846 shares 2,846 $1.31M 0.15% -90 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: restricted; 2024Q4: 1,590 shares; 2025Q1: 15,365 shares; 2025Q2: 24,983 shares; 2025Q3: 21,874 shares; 2025Q4: 14,367 shares; 2026Q1: 14,206 shares 14,206 $1.27M 0.14% -161 Timeline IWV 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $1.26M 0.14% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,537 shares; 2025Q1: 9,600 shares; 2025Q2: 7,927 shares; 2025Q3: 7,644 shares; 2025Q4: 7,907 shares; 2026Q1: 7,782 shares 7,782 $1.24M 0.14% -125 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: restricted; 2024Q4: 6,189 shares; 2025Q1: 6,693 shares; 2025Q2: 6,059 shares; 2025Q3: 6,059 shares; 2025Q4: 6,023 shares; 2026Q1: 6,004 shares 6,004 $1.22M 0.14% -19 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: restricted; 2024Q4: 6,386 shares; 2025Q1: 7,418 shares; 2025Q2: 7,577 shares; 2025Q3: 7,577 shares; 2025Q4: 7,413 shares; 2026Q1: 7,415 shares 7,415 $1.22M 0.14% +2 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: restricted; 2024Q4: 1,386 shares; 2025Q1: 1,786 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,776 shares; 2026Q1: 1,708 shares 1,708 $1.21M 0.14% -68 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: restricted; 2024Q4: 4,636 shares; 2025Q1: 4,763 shares; 2025Q2: 3,686 shares; 2025Q3: 3,487 shares; 2025Q4: 4,260 shares; 2026Q1: 4,054 shares 4,054 $1.2M 0.14% -206 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: restricted; 2024Q4: 4,515 shares; 2025Q1: 4,041 shares; 2025Q2: 4,968 shares; 2025Q3: 4,534 shares; 2025Q4: 4,574 shares; 2026Q1: 4,911 shares 4,911 $1.19M 0.13% +337 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: restricted; 2024Q4: 2,628 shares; 2025Q1: 3,872 shares; 2025Q2: 3,838 shares; 2025Q3: 3,618 shares; 2025Q4: 5,893 shares; 2026Q1: 6,364 shares 6,364 $1.19M 0.13% +471 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: restricted; 2024Q4: 473 shares; 2025Q1: 480 shares; 2025Q2: 465 shares; 2025Q3: 439 shares; 2025Q4: 2,084 shares; 2026Q1: 2,647 shares 2,647 $1.18M 0.13% +563 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: restricted; 2024Q4: 15,024 shares; 2025Q1: 15,514 shares; 2025Q2: 14,599 shares; 2025Q3: 14,510 shares; 2025Q4: 14,775 shares; 2026Q1: 14,824 shares 14,824 $1.15M 0.13% +49 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: restricted; 2024Q4: 18,550 shares; 2025Q1: 18,910 shares; 2025Q2: 19,529 shares; 2025Q3: 18,078 shares; 2025Q4: 18,588 shares; 2026Q1: 18,902 shares 18,902 $1.15M 0.13% +314 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,006 shares; 2025Q1: 14,139 shares; 2025Q2: 13,582 shares; 2025Q3: 20,183 shares; 2025Q4: 15,001 shares; 2026Q1: 15,909 shares 15,909 $1.14M 0.13% +908 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: restricted; 2024Q4: 3,264 shares; 2025Q1: 2,847 shares; 2025Q2: 2,855 shares; 2025Q3: 2,654 shares; 2025Q4: 12,929 shares; 2026Q1: 15,781 shares 15,781 $1.14M 0.13% +2,852 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: restricted; 2024Q4: 16,798 shares; 2025Q1: 16,896 shares; 2025Q2: 16,953 shares; 2025Q3: 16,953 shares; 2025Q4: 16,799 shares; 2026Q1: 16,806 shares 16,806 $1.11M 0.13% +7 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: restricted; 2024Q4: 11,449 shares; 2025Q1: 17,092 shares; 2025Q2: 17,433 shares; 2025Q3: 18,058 shares; 2025Q4: 14,983 shares; 2026Q1: 14,550 shares 14,550 $1.11M 0.13% -433 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: restricted; 2024Q4: 601 shares; 2025Q1: 695 shares; 2025Q2: 710 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 716 shares 716 $1.05M 0.12% -14 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,575 shares; 2025Q1: 2,612 shares; 2025Q2: 3,163 shares; 2025Q3: 3,226 shares; 2025Q4: 2,823 shares; 2026Q1: 3,594 shares 3,594 $1.05M 0.12% +771 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,814 shares; 2025Q1: 16,317 shares; 2025Q2: 21,342 shares; 2025Q3: 15,731 shares; 2025Q4: 14,003 shares; 2026Q1: 15,250 shares 15,250 $1.01M 0.11% +1,247 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: restricted; 2024Q4: 3,374 shares; 2025Q1: 3,510 shares; 2025Q2: 3,318 shares; 2025Q3: 3,199 shares; 2025Q4: 3,194 shares; 2026Q1: 2,952 shares 2,952 $998K 0.11% -242 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: restricted; 2024Q4: 3,346 shares; 2025Q1: 3,686 shares; 2025Q2: 3,502 shares; 2025Q3: 3,537 shares; 2025Q4: 3,631 shares; 2026Q1: 3,501 shares 3,501 $993K 0.11% -130 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: restricted; 2024Q4: 3,027 shares; 2025Q1: 3,158 shares; 2025Q2: 3,164 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,194 shares 3,194 $993K 0.11% +193 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: restricted; 2024Q4: 3,931 shares; 2025Q1: 4,315 shares; 2025Q2: 4,444 shares; 2025Q3: 4,761 shares; 2025Q4: 4,613 shares; 2026Q1: 4,743 shares 4,743 $987K 0.11% +130 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,882 shares; 2025Q1: 3,935 shares; 2025Q2: 4,228 shares; 2025Q3: 3,308 shares; 2025Q4: 3,449 shares; 2026Q1: 3,672 shares 3,672 $980K 0.11% +223 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: restricted; 2024Q4: 6,090 shares; 2025Q1: 6,212 shares; 2025Q2: 3,437 shares; 2025Q3: 3,285 shares; 2025Q4: 3,723 shares; 2026Q1: 3,617 shares 3,617 $979K 0.11% -106 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: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,773 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,746 shares; 2026Q1: 2,750 shares 2,750 $968K 0.11% +4 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: restricted; 2024Q4: 3,902 shares; 2025Q1: 3,928 shares; 2025Q2: 4,148 shares; 2025Q3: 3,784 shares; 2025Q4: 3,821 shares; 2026Q1: 2,957 shares 2,957 $964K 0.11% -864 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: restricted; 2024Q4: 10,303 shares; 2025Q1: 10,529 shares; 2025Q2: 10,250 shares; 2025Q3: 9,438 shares; 2025Q4: 6,308 shares; 2026Q1: 4,711 shares 4,711 $934K 0.11% -1,597 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: restricted; 2024Q4: 6,158 shares; 2025Q1: 6,290 shares; 2025Q2: 5,973 shares; 2025Q3: 1,280 shares; 2025Q4: 1,783 shares; 2026Q1: 1,881 shares 1,881 $925K 0.1% +98 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: restricted; 2024Q4: 434 shares; 2025Q1: 444 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 2,293 shares; 2026Q1: 2,561 shares 2,561 $912K 0.1% +268 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,863 shares; 2025Q4: 14,600 shares; 2026Q1: 16,218 shares 16,218 $909K 0.1% +1,618 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,594 shares; 2025Q1: 2,397 shares; 2025Q2: 3,028 shares; 2025Q3: 2,857 shares; 2025Q4: 10,398 shares; 2026Q1: 8,647 shares 8,647 $904K 0.1% -1,751 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: restricted; 2024Q4: 21,970 shares; 2025Q1: 23,309 shares; 2025Q2: 22,980 shares; 2025Q3: 22,945 shares; 2025Q4: 22,745 shares; 2026Q1: 21,885 shares 21,885 $898K 0.1% -860 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: restricted; 2024Q4: 6,158 shares; 2025Q1: 6,158 shares; 2025Q2: 6,158 shares; 2025Q3: 13,608 shares; 2025Q4: 13,608 shares; 2026Q1: 13,608 shares 13,608 $881K 0.1% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,017 shares; 2025Q1: 10,019 shares; 2025Q2: 10,458 shares; 2025Q3: 9,491 shares; 2025Q4: 9,877 shares; 2026Q1: 9,778 shares 9,778 $847K 0.1% -99 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: restricted; 2024Q4: not reported; 2025Q1: 3,372 shares; 2025Q2: 2,942 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares; 2026Q1: 3,930 shares 3,930 $840K 0.09% +938 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 468 shares; 2025Q2: 406 shares; 2025Q3: 378 shares; 2025Q4: 2,682 shares; 2026Q1: 3,439 shares 3,439 $823K 0.09% +757 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: restricted; 2024Q4: 2,966 shares; 2025Q1: 4,252 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 6,001 shares; 2026Q1: 6,365 shares 6,365 $820K 0.09% +364 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: restricted; 2024Q4: 7,723 shares; 2025Q1: 8,323 shares; 2025Q2: 8,402 shares; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares; 2026Q1: 8,402 shares 8,402 $811K 0.09% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,068 shares; 2025Q1: 5,640 shares; 2025Q2: 5,753 shares; 2025Q3: 5,713 shares; 2025Q4: 5,763 shares; 2026Q1: 5,771 shares 5,771 $804K 0.09% +8 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: restricted; 2024Q4: 4,342 shares; 2025Q1: 4,324 shares; 2025Q2: 4,403 shares; 2025Q3: 4,056 shares; 2025Q4: 3,977 shares; 2026Q1: 3,940 shares 3,940 $801K 0.09% -37 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: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 1,875 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares 5,950 $791K 0.09% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,095 shares; 2025Q1: 10,600 shares; 2025Q2: 10,987 shares; 2025Q3: 10,107 shares; 2025Q4: 8,529 shares; 2026Q1: 8,136 shares 8,136 $791K 0.09% -393 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,489 shares; 2025Q1: 12,923 shares; 2025Q2: 15,736 shares; 2025Q3: 11,760 shares; 2025Q4: 13,225 shares; 2026Q1: 11,915 shares 11,915 $762K 0.09% -1,310 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: restricted; 2024Q4: 1,887 shares; 2025Q1: 1,826 shares; 2025Q2: 16,030 shares; 2025Q3: 14,484 shares; 2025Q4: 13,281 shares; 2026Q1: 14,490 shares 14,490 $745K 0.08% +1,209 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: restricted; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 3,623 shares; 2025Q3: 3,623 shares; 2025Q4: 3,402 shares; 2026Q1: 3,424 shares 3,424 $736K 0.08% +22 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: restricted; 2024Q4: 32,681 shares; 2025Q1: 17,994 shares; 2025Q2: 17,255 shares; 2025Q3: 13,966 shares; 2025Q4: 13,809 shares; 2026Q1: 13,882 shares 13,882 $722K 0.08% +73 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 219 shares; 2025Q2: 208 shares; 2025Q3: 6,242 shares; 2025Q4: 10,763 shares; 2026Q1: 11,917 shares 11,917 $719K 0.08% +1,154 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: restricted; 2024Q4: 34,232 shares; 2025Q1: 33,951 shares; 2025Q2: 35,544 shares; 2025Q3: 35,919 shares; 2025Q4: 24,288 shares; 2026Q1: 25,041 shares 25,041 $719K 0.08% +753 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: restricted; 2024Q4: 2,980 shares; 2025Q1: 2,918 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,011 shares; 2026Q1: 3,014 shares 3,014 $712K 0.08% +3 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,573 shares; 2025Q2: 836 shares; 2025Q3: 842 shares; 2025Q4: 885 shares; 2026Q1: 829 shares 829 $701K 0.08% -56 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: restricted; 2024Q4: 11,343 shares; 2025Q1: 8,838 shares; 2025Q2: 9,049 shares; 2025Q3: 8,412 shares; 2025Q4: 9,090 shares; 2026Q1: 9,434 shares 9,434 $673K 0.08% +344 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: restricted; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 5,810 shares 5,810 $657K 0.07% +3,029 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: restricted; 2024Q4: 9,080 shares; 2025Q1: 9,530 shares; 2025Q2: 9,599 shares; 2025Q3: 9,599 shares; 2025Q4: 9,599 shares; 2026Q1: 9,179 shares 9,179 $649K 0.07% -420 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: restricted; 2024Q4: 2,584 shares; 2025Q1: 2,779 shares; 2025Q2: 2,706 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 2,621 shares 2,621 $648K 0.07% -92 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: restricted; 2024Q4: 2,691 shares; 2025Q1: 3,006 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,592 shares; 2026Q1: 2,581 shares 2,581 $630K 0.07% -11 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: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 2,907 shares; 2025Q3: 2,734 shares; 2025Q4: 1,760 shares; 2026Q1: 1,106 shares 1,106 $621K 0.07% -654 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,766 shares; 2025Q1: 4,286 shares; 2025Q2: 4,221 shares; 2025Q3: 3,846 shares; 2025Q4: 3,846 shares; 2026Q1: 3,849 shares 3,849 $605K 0.07% +3 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,902 shares; 2025Q1: 4,044 shares; 2025Q2: 3,908 shares; 2025Q3: 3,561 shares; 2025Q4: 1,949 shares; 2026Q1: 1,121 shares 1,121 $604K 0.07% -828 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: restricted; 2024Q4: 2,581 shares; 2025Q1: 2,581 shares; 2025Q2: 2,576 shares; 2025Q3: 2,572 shares; 2025Q4: 2,442 shares; 2026Q1: 2,319 shares 2,319 $604K 0.07% -123 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: restricted; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 7,469 shares; 2025Q3: 7,469 shares; 2025Q4: 8,036 shares; 2026Q1: 8,036 shares 8,036 $604K 0.07% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,046 shares; 2025Q1: 1,005 shares; 2025Q2: 1,018 shares; 2025Q3: 752 shares; 2025Q4: 3,124 shares; 2026Q1: 3,883 shares 3,883 $593K 0.07% +759 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,361 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,362 shares 1,362 $591K 0.07% -31 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 9,523 shares 9,523 $590K 0.07% +9,393 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 7,368 shares; 2026Q1: 7,368 shares 7,368 $588K 0.07% 0 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: restricted; 2024Q4: 1,858 shares; 2025Q1: 4,214 shares; 2025Q2: 4,208 shares; 2025Q3: 4,458 shares; 2025Q4: 4,258 shares; 2026Q1: 4,158 shares 4,158 $565K 0.06% -100 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: restricted; 2024Q4: 2,617 shares; 2025Q1: 3,369 shares; 2025Q2: 3,494 shares; 2025Q3: 3,760 shares; 2025Q4: 3,174 shares; 2026Q1: 3,743 shares 3,743 $561K 0.06% +569 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: restricted; 2024Q4: 12,434 shares; 2025Q1: 21,352 shares; 2025Q2: 21,787 shares; 2025Q3: 21,204 shares; 2025Q4: 19,852 shares; 2026Q1: 19,029 shares 19,029 $552K 0.06% -823 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: restricted; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 338 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 565 shares 565 $543K 0.06% +255 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: restricted; 2024Q4: 2,502 shares; 2025Q1: 3,169 shares; 2025Q2: 3,088 shares; 2025Q3: 2,841 shares; 2025Q4: 2,915 shares; 2026Q1: 2,841 shares 2,841 $539K 0.06% -74 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: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,761 shares; 2025Q2: 1,683 shares; 2025Q3: 1,664 shares; 2025Q4: 3,291 shares; 2026Q1: 3,427 shares 3,427 $533K 0.06% +136 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,462 shares; 2025Q1: 7,560 shares; 2025Q2: 7,726 shares; 2025Q3: 6,753 shares; 2025Q4: 4,572 shares; 2026Q1: 7,134 shares 7,134 $531K 0.06% +2,562 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,982 shares; 2025Q1: 10,485 shares; 2025Q2: 9,653 shares; 2025Q3: 9,140 shares; 2025Q4: 9,140 shares; 2026Q1: 9,145 shares 9,145 $527K 0.06% +5 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,910 shares; 2025Q1: 11,937 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,110 shares; 2026Q1: 7,174 shares 7,174 $519K 0.06% +64 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,065 shares; 2025Q1: 20,395 shares; 2025Q2: 19,705 shares; 2025Q3: 16,809 shares; 2025Q4: 5,778 shares; 2026Q1: 4,321 shares 4,321 $511K 0.06% -1,457 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: restricted; 2024Q4: 798 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 878 shares 878 $507K 0.06% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,689 shares; 2025Q1: 1,745 shares; 2025Q2: 1,773 shares; 2025Q3: 1,730 shares; 2025Q4: 1,819 shares; 2026Q1: 1,808 shares 1,808 $505K 0.06% -11 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: restricted; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,579 shares; 2026Q1: 1,573 shares 1,573 $500K 0.06% -6 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: restricted; 2024Q4: 1,327 shares; 2025Q1: 1,527 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,544 shares; 2026Q1: 1,526 shares 1,526 $499K 0.06% -18 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: restricted; 2024Q4: 24,977 shares; 2025Q1: 26,531 shares; 2025Q2: 24,823 shares; 2025Q3: 22,471 shares; 2025Q4: 17,505 shares; 2026Q1: 17,505 shares 17,505 $492K 0.06% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,830 shares; 2025Q3: 1,783 shares; 2025Q4: 1,795 shares; 2026Q1: 1,801 shares 1,801 $480K 0.05% +6 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 2,042 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares 2,301 $477K 0.05% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,682 shares; 2025Q1: 8,314 shares; 2025Q2: 9,313 shares; 2025Q3: 8,322 shares; 2025Q4: 6,451 shares; 2026Q1: 6,525 shares 6,525 $468K 0.05% +74 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,728 shares 6,728 $467K 0.05% new 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: restricted; 2024Q4: 745 shares; 2025Q1: 855 shares; 2025Q2: 840 shares; 2025Q3: 809 shares; 2025Q4: 770 shares; 2026Q1: 766 shares 766 $463K 0.05% -4 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,061 shares; 2025Q1: 5,061 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares 4,862 $461K 0.05% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,039 shares; 2025Q1: 11,319 shares; 2025Q2: 11,632 shares; 2025Q3: 21,755 shares; 2025Q4: 12,742 shares; 2026Q1: 14,003 shares 14,003 $458K 0.05% +1,261 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: restricted; 2024Q4: 2,798 shares; 2025Q1: 2,797 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,141 shares 3,141 $458K 0.05% -56 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: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,819 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,975 shares 1,975 $454K 0.05% +435 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: restricted; 2024Q4: 18 shares; 2025Q1: 46 shares; 2025Q2: 66 shares; 2025Q3: 38 shares; 2025Q4: 2,338 shares; 2026Q1: 3,124 shares 3,124 $447K 0.05% +786 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: restricted; 2024Q4: 13,208 shares; 2025Q1: 13,068 shares; 2025Q2: 12,175 shares; 2025Q3: 10,993 shares; 2025Q4: 9,192 shares; 2026Q1: 9,192 shares 9,192 $444K 0.05% 0 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: restricted; 2024Q4: 5,803 shares; 2025Q1: 3,472 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,342 shares; 2026Q1: 3,342 shares 3,342 $438K 0.05% 0 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $427K 0.05% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178 shares; 2025Q1: 646 shares; 2025Q2: 20,342 shares; 2025Q3: 17,928 shares; 2025Q4: 14,429 shares; 2026Q1: 17,391 shares 17,391 $425K 0.05% +2,962 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: restricted; 2024Q4: 4,310 shares; 2025Q1: 6,082 shares; 2025Q2: 4,447 shares; 2025Q3: 4,447 shares; 2025Q4: 6,733 shares; 2026Q1: 7,844 shares 7,844 $414K 0.05% +1,111 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: restricted; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 894 shares; 2025Q3: 906 shares; 2025Q4: 1,057 shares; 2026Q1: 970 shares 970 $413K 0.05% -87 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: restricted; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,132 shares; 2026Q1: 2,367 shares 2,367 $411K 0.05% +1,235 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: restricted; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 466 shares; 2026Q1: 470 shares 470 $407K 0.05% +4 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: restricted; 2024Q4: 725 shares; 2025Q1: 833 shares; 2025Q2: 850 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 858 shares 858 $406K 0.05% +4 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,791 shares; 2025Q1: 14,139 shares; 2025Q2: 15,350 shares; 2025Q3: 14,268 shares; 2025Q4: 5,882 shares; 2026Q1: 9,994 shares 9,994 $403K 0.05% +4,112 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: restricted; 2024Q4: 2,648 shares; 2025Q1: 3,011 shares; 2025Q2: 3,117 shares; 2025Q3: 2,876 shares; 2025Q4: 3,076 shares; 2026Q1: 3,076 shares 3,076 $403K 0.05% 0 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: restricted; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 994 shares; 2025Q3: 2,363 shares; 2025Q4: 1,365 shares; 2026Q1: 918 shares 918 $397K 0.04% -447 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: restricted; 2024Q4: 188 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 693 shares; 2026Q1: 713 shares 713 $391K 0.04% +20 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,811 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 2,652 shares; 2025Q4: 2,652 shares; 2026Q1: 2,691 shares 2,691 $389K 0.04% +39 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: restricted; 2024Q4: 13,131 shares; 2025Q1: 2,164 shares; 2025Q2: 1,549 shares; 2025Q3: 1,160 shares; 2025Q4: 7,943 shares; 2026Q1: 10,560 shares 10,560 $388K 0.04% +2,617 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: restricted; 2024Q4: 3,428 shares; 2025Q1: 3,828 shares; 2025Q2: 3,857 shares; 2025Q3: 3,857 shares; 2025Q4: 4,018 shares; 2026Q1: 4,018 shares 4,018 $388K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 167 shares; 2025Q1: 5,412 shares; 2025Q2: 5,327 shares; 2025Q3: 4,374 shares; 2025Q4: 1,358 shares; 2026Q1: 1,166 shares 1,166 $376K 0.04% -192 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,414 shares; 2025Q1: 4,361 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $373K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,053 shares; 2025Q1: 4,053 shares; 2025Q2: 4,053 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $371K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares; 2026Q1: 826 shares 826 $367K 0.04% -18 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,132 shares; 2025Q1: 1,732 shares; 2025Q2: 1,779 shares; 2025Q3: 1,763 shares; 2025Q4: 1,822 shares; 2026Q1: 1,822 shares 1,822 $361K 0.04% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,758 shares; 2025Q1: 22,015 shares; 2025Q2: 22,519 shares; 2025Q3: 14,582 shares; 2025Q4: 9,542 shares; 2026Q1: 2,856 shares 2,856 $361K 0.04% -6,686 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,489 shares; 2025Q1: 4,489 shares; 2025Q2: 4,489 shares; 2025Q3: 4,489 shares; 2025Q4: 4,489 shares; 2026Q1: 4,227 shares 4,227 $358K 0.04% -262 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: restricted; 2024Q4: 1,436 shares; 2025Q1: 2,147 shares; 2025Q2: 2,134 shares; 2025Q3: 2,043 shares; 2025Q4: 2,046 shares; 2026Q1: 2,062 shares 2,062 $356K 0.04% +16 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: restricted; 2024Q4: 7,526 shares; 2025Q1: 7,596 shares; 2025Q2: 8,895 shares; 2025Q3: 5,431 shares; 2025Q4: 3,419 shares; 2026Q1: 1,399 shares 1,399 $340K 0.04% -2,020 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: restricted; 2024Q4: 176 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,226 shares; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares 2,226 $337K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,091 shares; 2025Q1: 4,048 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares; 2026Q1: 4,217 shares 4,217 $336K 0.04% +49 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: restricted; 2024Q4: 600 shares; 2025Q1: 786 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 833 shares; 2026Q1: 839 shares 839 $329K 0.04% +6 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,245 shares; 2025Q1: 3,508 shares; 2025Q2: 3,558 shares; 2025Q3: 3,572 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares 3,472 $316K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,486 shares 2,486 $314K 0.04% -208 Timeline VCIT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,785 shares; 2025Q3: 3,789 shares; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares 3,789 $314K 0.04% 0 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: restricted; 2024Q4: 5,621 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,644 shares 5,644 $311K 0.04% +44 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: restricted; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares 2,328 $308K 0.03% 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: restricted; 2024Q4: 511 shares; 2025Q1: 503 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 462 shares; 2026Q1: 879 shares 879 $302K 0.03% +417 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: restricted; 2024Q4: 3,000 shares; 2025Q1: 2,979 shares; 2025Q2: 2,567 shares; 2025Q3: 2,576 shares; 2025Q4: 2,611 shares; 2026Q1: 2,641 shares 2,641 $300K 0.03% +30 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $295K 0.03% 0 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: restricted; 2024Q4: 3,190 shares; 2025Q1: 3,660 shares; 2025Q2: 3,864 shares; 2025Q3: 3,815 shares; 2025Q4: 3,817 shares; 2026Q1: 3,848 shares 3,848 $290K 0.03% +31 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,695 shares; 2025Q1: 2,895 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares; 2026Q1: 2,504 shares 2,504 $288K 0.03% -170 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: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares; 2026Q1: 2,246 shares 2,246 $288K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,484 shares; 2025Q1: 5,245 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 5,220 shares; 2026Q1: 4,799 shares 4,799 $282K 0.03% -421 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: restricted; 2024Q4: 106 shares; 2025Q1: 843 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879 $276K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208 shares; 2025Q1: 261 shares; 2025Q2: 245 shares; 2025Q3: 205 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $276K 0.03% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213 shares; 2025Q1: 104 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,756 shares; 2026Q1: 2,235 shares 2,235 $275K 0.03% +479 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $272K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,970 shares; 2025Q1: 3,565 shares; 2025Q2: 3,788 shares; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 3,738 shares 3,738 $272K 0.03% -25 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: restricted; 2024Q4: 779 shares; 2025Q1: 2,200 shares; 2025Q2: 2,225 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,283 shares 2,283 $271K 0.03% +41 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: restricted; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 5,137 shares 5,137 $270K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 63 shares 63 $265K 0.03% -1 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,058 shares 7,058 $261K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,403 shares 1,403 $256K 0.03% +7 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: restricted; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,759 shares; 2026Q1: 1,759 shares 1,759 $255K 0.03% 0 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: restricted; 2024Q4: 1,172 shares; 2025Q1: 2,466 shares; 2025Q2: 2,533 shares; 2025Q3: 2,533 shares; 2025Q4: 4,900 shares; 2026Q1: 5,619 shares 5,619 $254K 0.03% +719 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: restricted; 2024Q4: 2,340 shares; 2025Q1: 2,386 shares; 2025Q2: 2,746 shares; 2025Q3: 2,554 shares; 2025Q4: 2,674 shares; 2026Q1: 2,685 shares 2,685 $252K 0.03% +11 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: restricted; 2024Q4: 7,092 shares; 2025Q1: 6,952 shares; 2025Q2: 7,139 shares; 2025Q3: 1,878 shares; 2025Q4: 2,038 shares; 2026Q1: 1,921 shares 1,921 $252K 0.03% -117 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 58 shares; 2025Q3: 2,435 shares; 2025Q4: 819 shares; 2026Q1: 626 shares 626 $248K 0.03% -193 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 925 shares; 2025Q1: 876 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $245K 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,170 shares; 2026Q1: 5,030 shares 5,030 $242K 0.03% -140 Timeline SHE 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: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,886 shares; 2026Q1: 1,886 shares 1,886 $241K 0.03% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,783 shares 1,783 $240K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,088 shares; 2025Q1: 1,348 shares; 2025Q2: 1,306 shares; 2025Q3: 1,314 shares; 2025Q4: 1,397 shares; 2026Q1: 1,317 shares 1,317 $240K 0.03% -80 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 38 shares; 2025Q4: 2,995 shares; 2026Q1: 3,923 shares 3,923 $236K 0.03% +928 Timeline FDN 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: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $234K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,246 shares; 2025Q1: 346 shares; 2025Q2: 1,633 shares; 2025Q3: 1,883 shares; 2025Q4: 1,438 shares; 2026Q1: 1,587 shares 1,587 $232K 0.03% +149 Timeline FTCS 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: restricted; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $228K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,690 shares; 2025Q1: 4,393 shares; 2025Q2: 3,818 shares; 2025Q3: 3,566 shares; 2025Q4: 3,542 shares; 2026Q1: 1,055 shares 1,055 $221K 0.02% -2,487 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: restricted; 2024Q4: 83 shares; 2025Q1: 388 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 405 shares 405 $218K 0.02% +3 Timeline SDVY 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: restricted; 2024Q4: 760 shares; 2025Q1: 6,260 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $217K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 613 shares; 2025Q1: 1,114 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 781 shares; 2026Q1: 787 shares 787 $217K 0.02% +6 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: restricted; 2024Q4: 399 shares; 2025Q1: 477 shares; 2025Q2: 457 shares; 2025Q3: 434 shares; 2025Q4: 441 shares; 2026Q1: 435 shares 435 $216K 0.02% -6 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 971 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $215K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43 shares; 2025Q1: 626 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 729 shares; 2026Q1: 746 shares 746 $211K 0.02% +17 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,695 shares 3,695 $211K 0.02% new 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: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $210K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 1,080 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares 1,009 $210K 0.02% +1 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,961 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,201 shares 2,201 $209K 0.02% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares 24,500 $209K 0.02% 0 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: restricted; 2024Q4: 644 shares; 2025Q1: 736 shares; 2025Q2: 753 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 702 shares 702 $205K 0.02% +7 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: restricted; 2024Q4: not reported; 2025Q1: 622 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 882 shares; 2026Q1: 887 shares 887 $204K 0.02% +5 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: restricted; 2024Q4: 459 shares; 2025Q1: 503 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 588 shares; 2026Q1: 590 shares 590 $204K 0.02% +2 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: restricted; 2024Q4: 1,749 shares; 2025Q1: 1,929 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares 1,545 $202K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares 1,364 $202K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,549 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares; 2026Q1: 3,288 shares 3,288 $196K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $194K 0.02% 0 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: restricted; 2024Q4: 150 shares; 2025Q1: 162 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $193K 0.02% 0 Timeline XVV 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: restricted; 2024Q4: 3,863 shares; 2025Q1: 3,863 shares; 2025Q2: 3,863 shares; 2025Q3: 3,863 shares; 2025Q4: 3,863 shares; 2026Q1: 3,863 shares 3,863 $190K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 716 shares; 2025Q1: 1,882 shares; 2025Q2: 1,909 shares; 2025Q3: 1,666 shares; 2025Q4: 1,758 shares; 2026Q1: 1,666 shares 1,666 $190K 0.02% -92 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: restricted; 2024Q4: 69 shares; 2025Q1: 144 shares; 2025Q2: 167 shares; 2025Q3: 174 shares; 2025Q4: 209 shares; 2026Q1: 212 shares 212 $185K 0.02% +3 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,706 shares; 2025Q1: 13,767 shares; 2025Q2: 13,767 shares; 2025Q3: 11,021 shares; 2025Q4: 10,628 shares; 2026Q1: 8,507 shares 8,507 $184K 0.02% -2,121 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,102 shares; 2025Q2: 1,373 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,395 shares 1,395 $184K 0.02% +22 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,480 shares; 2025Q1: 2,348 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,480 shares; 2026Q1: 2,295 shares 2,295 $184K 0.02% -185 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: restricted; 2024Q4: 3,728 shares; 2025Q1: 5,991 shares; 2025Q2: 4,482 shares; 2025Q3: 3,927 shares; 2025Q4: 4,067 shares; 2026Q1: 4,141 shares 4,141 $183K 0.02% +74 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 835 shares 835 $181K 0.02% +210 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: restricted; 2024Q4: 195 shares; 2025Q1: 174 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $178K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,311 shares; 2025Q1: 4,324 shares; 2025Q2: 4,112 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 3,720 shares 3,720 $171K 0.02% -142 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,857 shares 1,857 $169K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,347 shares; 2026Q1: 997 shares 997 $169K 0.02% -350 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,528 shares; 2025Q1: 2,086 shares; 2025Q2: 2,062 shares; 2025Q3: 1,672 shares; 2025Q4: 2,938 shares; 2026Q1: 3,451 shares 3,451 $168K 0.02% +513 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: restricted; 2024Q4: 3,097 shares; 2025Q1: 3,458 shares; 2025Q2: 3,535 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,413 shares 3,413 $167K 0.02% -70 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,717 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares; 2026Q1: 6,717 shares 6,717 $166K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 2,740 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,649 shares 1,649 $163K 0.02% +39 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: restricted; 2024Q4: 495 shares; 2025Q1: 911 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares 1,503 $163K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 897 shares; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 929 shares; 2026Q1: 772 shares 772 $162K 0.02% -157 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,770 shares 2,770 $162K 0.02% +20 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: restricted; 2024Q4: 8,176 shares; 2025Q1: 9,926 shares; 2025Q2: 9,306 shares; 2025Q3: 2,533 shares; 2025Q4: 3,346 shares; 2026Q1: 3,212 shares 3,212 $161K 0.02% -134 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: restricted; 2024Q4: 928 shares; 2025Q1: 1,311 shares; 2025Q2: 1,207 shares; 2025Q3: 1,156 shares; 2025Q4: 1,121 shares; 2026Q1: 1,115 shares 1,115 $161K 0.02% -6 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,523 shares; 2025Q1: 13,523 shares; 2025Q2: 13,523 shares; 2025Q3: 13,523 shares; 2025Q4: 13,523 shares; 2026Q1: 13,523 shares 13,523 $156K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares 1,476 $155K 0.02% 0 Timeline SPEU 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: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $154K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,923 shares; 2025Q1: 2,803 shares; 2025Q2: 2,938 shares; 2025Q3: 14,031 shares; 2025Q4: 6,879 shares; 2026Q1: 2,435 shares 2,435 $153K 0.02% -4,444 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: restricted; 2024Q4: 7,791 shares; 2025Q1: 8,002 shares; 2025Q2: 7,734 shares; 2025Q3: 4,173 shares; 2025Q4: 1,895 shares; 2026Q1: 1,176 shares 1,176 $153K 0.02% -719 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares 5,394 $151K 0.02% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $150K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 2,331 shares; 2025Q4: 2,883 shares; 2026Q1: 3,019 shares 3,019 $149K 0.02% +136 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: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 44 shares 44 $149K 0.02% +1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares 1,472 $148K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,512 shares; 2025Q1: 1,730 shares; 2025Q2: 1,890 shares; 2025Q3: 1,617 shares; 2025Q4: 1,567 shares; 2026Q1: 1,579 shares 1,579 $147K 0.02% +12 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: restricted; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 489 shares 489 $146K 0.02% +123 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,903 shares; 2025Q1: 2,161 shares; 2025Q2: 2,186 shares; 2025Q3: 1,973 shares; 2025Q4: 1,797 shares; 2026Q1: 1,781 shares 1,781 $145K 0.02% -16 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $144K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,735 shares; 2025Q1: 1,660 shares; 2025Q2: 2,162 shares; 2025Q3: 2,261 shares; 2025Q4: 2,060 shares; 2026Q1: 1,969 shares 1,969 $141K 0.02% -91 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 1,057 shares; 2025Q2: 1,014 shares; 2025Q3: 1,040 shares; 2025Q4: 1,014 shares; 2026Q1: 1,020 shares 1,020 $138K 0.02% +6 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,562 shares; 2025Q1: 3,141 shares; 2025Q2: 3,183 shares; 2025Q3: 3,011 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685 $136K 0.02% 0 Timeline SCHH 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: restricted; 2024Q4: 11,862 shares; 2025Q1: 173,190 shares; 2025Q2: 320,589 shares; 2025Q3: 364,834 shares; 2025Q4: 398,105 shares; 2026Q1: 6,276 shares 6,276 $135K 0.02% -391,829 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares 2,965 $134K 0.02% 0 Timeline IWO 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: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $134K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 2,123 shares; 2025Q2: 1,863 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,697 shares 1,697 $133K 0.02% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,958 shares; 2025Q1: 1,832 shares; 2025Q2: 1,972 shares; 2025Q3: 1,638 shares; 2025Q4: 1,590 shares; 2026Q1: 1,600 shares 1,600 $132K 0.01% +10 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,324 shares; 2025Q1: 7,829 shares; 2025Q2: 7,798 shares; 2025Q3: 6,389 shares; 2025Q4: 6,161 shares; 2026Q1: 6,166 shares 6,166 $130K 0.01% +5 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: restricted; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $129K 0.01% 0 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: restricted; 2024Q4: 550 shares; 2025Q1: 886 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 1,097 shares; 2026Q1: 1,104 shares 1,104 $128K 0.01% +7 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,170 shares; 2025Q1: 1,190 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,173 shares 1,173 $127K 0.01% +3 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: restricted; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $125K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 763 shares; 2025Q2: 806 shares; 2025Q3: 851 shares; 2025Q4: 806 shares; 2026Q1: 846 shares 846 $124K 0.01% +40 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 578 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $123K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 582 shares 582 $120K 0.01% +29 Timeline IFRA 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: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,103 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $114K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 1,188 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares 1,213 $113K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $113K 0.01% 0 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 1,526 shares 1,526 $111K 0.01% -1 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 317 shares; 2025Q2: 257 shares; 2025Q3: 244 shares; 2025Q4: 256 shares; 2026Q1: 229 shares 229 $111K 0.01% -27 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: restricted; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 547 shares; 2025Q3: 686 shares; 2025Q4: 826 shares; 2026Q1: 686 shares 686 $111K 0.01% -140 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: restricted; 2024Q4: 512 shares; 2025Q1: 440 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 381 shares 381 $111K 0.01% -36 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,680 shares; 2025Q1: 4,777 shares; 2025Q2: 6,514 shares; 2025Q3: 5,659 shares; 2025Q4: 7,333 shares; 2026Q1: 7,266 shares 7,266 $109K 0.01% -67 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,640 shares; 2025Q1: 2,900 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 2,951 shares; 2026Q1: 2,951 shares 2,951 $109K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 490 shares; 2025Q2: 525 shares; 2025Q3: 675 shares; 2025Q4: 1,390 shares; 2026Q1: 1,460 shares 1,460 $109K 0.01% +70 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 782 shares; 2025Q2: 682 shares; 2025Q3: 592 shares; 2025Q4: 613 shares; 2026Q1: 626 shares 626 $107K 0.01% +13 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $107K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,679 shares; 2025Q1: 6,187 shares; 2025Q2: 5,586 shares; 2025Q3: 4,138 shares; 2025Q4: 4,122 shares; 2026Q1: 4,119 shares 4,119 $107K 0.01% -3 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: 743 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 787 shares 787 $106K 0.01% +10 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: restricted; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,699 shares; 2026Q1: 1,716 shares 1,716 $106K 0.01% +17 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 184 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 1,941 shares 1,941 $104K 0.01% +1,700 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 575 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 521 shares; 2026Q1: 521 shares 521 $103K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,356 shares; 2025Q2: 3,321 shares; 2025Q3: 2,744 shares; 2025Q4: 2,436 shares; 2026Q1: 2,428 shares 2,428 $102K 0.01% -8 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: restricted; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 824 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares 688 $101K 0.01% 0 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: restricted; 2024Q4: 1,324 shares; 2025Q1: 1,795 shares; 2025Q2: 1,798 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares; 2026Q1: 1,648 shares 1,648 $101K 0.01% +25 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: restricted; 2024Q4: 3,890 shares; 2025Q1: 4,580 shares; 2025Q2: 1,842 shares; 2025Q3: 1,788 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares 1,788 $101K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 1,200 shares 1,200 $100K 0.01% +600 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,575 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,665 shares; 2026Q1: 1,465 shares 1,465 $100K 0.01% -200 Timeline SHY 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $99.1K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226 shares; 2025Q1: 216 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 250 shares 250 $97.6K 0.01% +18 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $97.1K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 390 shares 390 $97.1K 0.01% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 4,132 shares; 2025Q4: 4,132 shares; 2026Q1: 4,132 shares 4,132 $96.4K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 510 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $96.1K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 520 shares; 2025Q1: 760 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 802 shares; 2026Q1: 817 shares 817 $96.1K 0.01% +15 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: restricted; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 491 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269 $95.9K 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,378 shares; 2025Q1: 3,174 shares; 2025Q2: 3,174 shares; 2025Q3: 2,573 shares; 2025Q4: 2,496 shares; 2026Q1: 2,873 shares 2,873 $95.2K 0.01% +377 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,252 shares; 2025Q1: 4,019 shares; 2025Q2: 4,091 shares; 2025Q3: 3,639 shares; 2025Q4: 3,645 shares; 2026Q1: 3,668 shares 3,668 $94.9K 0.01% +23 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: restricted; 2024Q4: 260 shares; 2025Q1: 132 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 138 shares 138 $94.1K 0.01% +1 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 375 shares; 2025Q2: 373 shares; 2025Q3: 302 shares; 2025Q4: 289 shares; 2026Q1: 288 shares 288 $94.1K 0.01% -1 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,080 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 3,814 shares; 2025Q4: 3,762 shares; 2026Q1: 3,756 shares 3,756 $93.4K 0.01% -6 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: 1,221 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,273 shares 1,273 $92.5K 0.01% +5 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: restricted; 2024Q4: 10,135 shares; 2025Q1: 9,396 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 1,136 shares; 2026Q1: 1,087 shares 1,087 $91K 0.01% -49 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 956 shares; 2025Q1: 915 shares; 2025Q2: 1,139 shares; 2025Q3: 1,002 shares; 2025Q4: 973 shares; 2026Q1: 970 shares 970 $90.5K 0.01% -3 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: 428 shares; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 417 shares 417 $90K 0.01% -11 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,130 shares 1,130 $88.6K 0.01% +125 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 219 shares; 2025Q1: 984 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 904 shares 904 $88.3K 0.01% -115 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220 shares; 2025Q1: 384 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $88K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,151 shares; 2025Q1: 9,512 shares; 2025Q2: 10,443 shares; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 1,582 shares 1,582 $87.3K 0.01% -1,598 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: restricted; 2024Q4: 109 shares; 2025Q1: 223 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 420 shares 420 $86.8K 0.01% +7 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,514 shares; 2025Q1: 12,851 shares; 2025Q2: 12,697 shares; 2025Q3: 10,352 shares; 2025Q4: 10,264 shares; 2026Q1: 10,238 shares 10,238 $85.8K 0.01% -26 Timeline IYLD 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: restricted; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares 3,942 $85.7K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,764 shares; 2025Q1: 1,236 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 1,798 shares; 2026Q1: 1,819 shares 1,819 $85.5K 0.01% +21 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: restricted; 2024Q4: 680 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 512 shares; 2025Q4: 494 shares; 2026Q1: 596 shares 596 $85.1K 0.01% +102 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: restricted; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $84.9K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares 1,072 $83.2K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232 shares; 2025Q1: 242 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 253 shares; 2026Q1: 255 shares 255 $81.7K 0.01% +2 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares 1,009 $80.8K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 512 shares; 2025Q1: 493 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 494 shares 494 $79.2K 0.01% +33 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: restricted; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373 $78.8K 0.01% 0 Timeline IYY 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: restricted; 2024Q4: 125 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $78.8K 0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,153 shares; 2025Q2: 1,153 shares; 2025Q3: 973 shares; 2025Q4: 969 shares; 2026Q1: 971 shares 971 $78.6K 0.01% +2 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: restricted; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 172 shares; 2025Q3: 365 shares; 2025Q4: 686 shares; 2026Q1: 686 shares 686 $74.8K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $74.4K 0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,967 shares; 2025Q1: 8,444 shares; 2025Q2: 8,339 shares; 2025Q3: 6,840 shares; 2025Q4: 6,590 shares; 2026Q1: 6,573 shares 6,573 $74.1K 0.01% -17 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,970 shares; 2025Q1: 6,713 shares; 2025Q2: 6,813 shares; 2025Q3: 6,147 shares; 2025Q4: 6,028 shares; 2026Q1: 3,572 shares 3,572 $73.9K 0.01% -2,456 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,901 shares; 2025Q1: 1,455 shares; 2025Q2: 773 shares; 2025Q3: 847 shares; 2025Q4: 1,005 shares; 2026Q1: 1,065 shares 1,065 $73.9K 0.01% +60 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 801 shares; 2025Q2: 595 shares; 2025Q3: 419 shares; 2025Q4: 398 shares; 2026Q1: 666 shares 666 $73.7K 0.01% +268 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $73.4K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 381 shares; 2025Q2: 408 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 393 shares 393 $73.3K 0.01% +8 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: restricted; 2024Q4: 614 shares; 2025Q1: 676 shares; 2025Q2: 731 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 661 shares 661 $72.5K 0.01% -34 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,760 shares; 2026Q1: 1,772 shares 1,772 $72.3K 0.01% +12 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: restricted; 2024Q4: 521 shares; 2025Q1: 374 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $72K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,016 shares 1,016 $70.5K 0.01% +16 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 248 shares; 2025Q1: 542 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $70.4K 0.01% 0 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: restricted; 2024Q4: 334 shares; 2025Q1: 393 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $69.8K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,917 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 958 shares; 2026Q1: 903 shares 903 $69.6K 0.01% -55 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,142 shares; 2025Q3: 1,142 shares; 2025Q4: 1,341 shares; 2026Q1: 1,372 shares 1,372 $69K 0.01% +31 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 252 shares 252 $68.2K 0.01% -3 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $67.9K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $67.3K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 1,015 shares; 2025Q3: 1,690 shares; 2025Q4: 2,341 shares; 2026Q1: 2,441 shares 2,441 $67K 0.01% +100 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: restricted; 2024Q4: 344 shares; 2025Q1: 678 shares; 2025Q2: 752 shares; 2025Q3: 924 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107 $66.4K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 185 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $64.7K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 930 shares; 2025Q1: 890 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares 1,388 $64.4K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 2,510 shares; 2026Q1: 1,635 shares 1,635 $62.8K 0.01% -875 Timeline EMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 667 shares; 2026Q1: 667 shares 667 $62.7K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 884 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $62.3K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,353 shares; 2025Q3: 418 shares; 2025Q4: 455 shares; 2026Q1: 391 shares 391 $61.9K 0.01% -64 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $61.4K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 263 shares; 2026Q1: 280 shares 280 $60.7K 0.01% +17 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,140 shares; 2025Q1: 1,063 shares; 2025Q2: 1,059 shares; 2025Q3: 846 shares; 2025Q4: 805 shares; 2026Q1: 804 shares 804 $59.4K 0.01% -1 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 273 shares; 2025Q1: 303 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 433 shares 433 $59.4K 0.01% +142 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 305 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $58K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,234 shares; 2025Q1: 19,826 shares; 2025Q2: 19,795 shares; 2025Q3: 15,990 shares; 2025Q4: 15,367 shares; 2026Q1: 19,810 shares 19,810 $57.8K 0.01% +4,443 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: restricted; 2024Q4: 588 shares; 2025Q1: 549 shares; 2025Q2: 542 shares; 2025Q3: 442 shares; 2025Q4: 424 shares; 2026Q1: 559 shares 559 $57.4K 0.01% +135 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,672 shares; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,672 shares 1,672 $56.9K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 678 shares; 2025Q1: 633 shares; 2025Q2: 626 shares; 2025Q3: 519 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $55.7K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares 482 $55.6K 0.01% new 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: restricted; 2024Q4: 747 shares; 2025Q1: 795 shares; 2025Q2: 8,005 shares; 2025Q3: 7,666 shares; 2025Q4: 641 shares; 2026Q1: 457 shares 457 $55.4K 0.01% -184 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 669 shares 669 $54.7K 0.01% +42 Timeline IEV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $54.4K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 369 shares; 2025Q1: 495 shares; 2025Q2: 374 shares; 2025Q3: 320 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $54.1K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $53.3K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 552 shares; 2025Q1: 887 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 1,144 shares 1,144 $53.1K 0.01% +182 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 538 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $52.8K 0.01% 0 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: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 765 shares 765 $52.4K 0.01% +280 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: restricted; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 960 shares; 2025Q3: 912 shares; 2025Q4: 885 shares; 2026Q1: 851 shares 851 $52.2K 0.01% -34 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: restricted; 2024Q4: 1,062 shares; 2025Q1: 1,876 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares 1,985 $51.8K 0.01% 0 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: restricted; 2024Q4: 315 shares; 2025Q1: 722 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 793 shares; 2026Q1: 796 shares 796 $51.7K 0.01% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 333 shares; 2025Q4: 383 shares; 2026Q1: 750 shares 750 $51.1K 0.01% +367 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,965 shares; 2025Q4: 465 shares; 2026Q1: 700 shares 700 $49.8K 0.01% +235 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 818 shares; 2025Q1: 1,116 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 1,188 shares; 2026Q1: 1,087 shares 1,087 $49.8K 0.01% -101 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 740 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $49.7K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $48.7K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 813 shares; 2025Q1: 979 shares; 2025Q2: 1,026 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 713 shares 713 $48.5K 0.01% +7 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 340 shares; 2026Q1: 467 shares 467 $48.5K 0.01% +127 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,314 shares; 2025Q1: 2,839 shares; 2025Q2: 2,994 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 3,094 shares 3,094 $48.4K 0.01% +100 Timeline DVYA 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: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $48.3K 0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,745 shares; 2025Q1: 2,565 shares; 2025Q2: 2,537 shares; 2025Q3: 2,081 shares; 2025Q4: 1,997 shares; 2026Q1: 1,990 shares 1,990 $47.5K 0.01% -7 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: restricted; 2024Q4: 699 shares; 2025Q1: 147 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 215 shares; 2026Q1: 240 shares 240 $47.5K 0.01% +25 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $47.4K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $46.6K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $46.4K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 549 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 498 shares 498 $46.1K 0.01% -1 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: restricted; 2024Q4: 245 shares; 2025Q1: 459 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $45.6K 0.01% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,801 shares; 2025Q2: 1,790 shares; 2025Q3: 1,470 shares; 2025Q4: 1,404 shares; 2026Q1: 1,400 shares 1,400 $44.5K 0.01% -4 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 171 shares; 2025Q1: 510 shares; 2025Q2: 427 shares; 2025Q3: 427 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $44.1K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 203 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $43.9K <0.01% 0 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: restricted; 2024Q4: 122 shares; 2025Q1: 352 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 390 shares 390 $43.8K <0.01% +2 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: restricted; 2024Q4: 2,027 shares; 2025Q1: 1,962 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $43.7K <0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $42.5K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 441 shares 441 $42.1K <0.01% new Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares 1,264 $41.8K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 697 shares 697 $41.7K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 578 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $41.7K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 519 shares; 2025Q1: 485 shares; 2025Q2: 479 shares; 2025Q3: 391 shares; 2025Q4: 377 shares; 2026Q1: 373 shares 373 $41.1K <0.01% -4 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,278 shares 1,278 $40.9K <0.01% +128 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: restricted; 2024Q4: 669 shares; 2025Q1: 701 shares; 2025Q2: 741 shares; 2025Q3: 741 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $40.9K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $40.3K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 123 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $40.2K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $40.1K <0.01% 0 Timeline PKW 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: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $39.4K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 316 shares 316 $38.8K <0.01% +42 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: restricted; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares 126 $38.1K <0.01% 0 Timeline EZU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares 601 $37.6K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 140 shares; 2025Q4: 87 shares; 2026Q1: 150 shares 150 $37.6K <0.01% +63 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $36.9K <0.01% 0 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: restricted; 2024Q4: 37 shares; 2025Q1: 1,115 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares 1,096 $36.7K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 84 shares; 2025Q3: 76 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $36.5K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 34 shares; 2025Q2: 26 shares; 2025Q3: 22 shares; 2025Q4: 23 shares; 2026Q1: 21 shares 21 $36.3K <0.01% -2 Timeline GNR 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: restricted; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $36.2K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,855 shares; 2025Q1: 4,747 shares; 2025Q2: 4,491 shares; 2025Q3: 4,491 shares; 2025Q4: 974 shares; 2026Q1: 972 shares 972 $36.2K <0.01% -2 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 666 shares; 2025Q4: 641 shares; 2026Q1: 641 shares 641 $35.8K <0.01% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $35.5K <0.01% 0 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: restricted; 2024Q4: 533 shares; 2025Q1: 539 shares; 2025Q2: 504 shares; 2025Q3: 503 shares; 2025Q4: 492 shares; 2026Q1: 457 shares 457 $35.2K <0.01% -35 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: restricted; 2024Q4: 132 shares; 2025Q1: 755 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 985 shares; 2026Q1: 985 shares 985 $35.2K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $35.1K <0.01% 0 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,678 shares; 2025Q1: 1,564 shares; 2025Q2: 1,557 shares; 2025Q3: 1,268 shares; 2025Q4: 1,201 shares; 2026Q1: 1,226 shares 1,226 $34.9K <0.01% +25 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 84 shares; 2026Q1: 71 shares 71 $34.8K <0.01% -13 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: restricted; 2024Q4: 140 shares; 2025Q1: 177 shares; 2025Q2: 214 shares; 2025Q3: 144 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $34.7K <0.01% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,281 shares; 2025Q1: 12,369 shares; 2025Q2: 12,274 shares; 2025Q3: 10,005 shares; 2025Q4: 9,510 shares; 2026Q1: 9,477 shares 9,477 $34.6K <0.01% -33 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,960 shares; 2025Q1: 1,832 shares; 2025Q2: 1,860 shares; 2025Q3: 1,526 shares; 2025Q4: 1,513 shares; 2026Q1: 1,411 shares 1,411 $34.3K <0.01% -102 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $33.9K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 531 shares; 2025Q1: 1,679 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $33.9K <0.01% 0 Timeline EMXC 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: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $33.8K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57 shares; 2025Q1: 198 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $33.8K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $33.7K <0.01% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $33.5K <0.01% 0 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $33.4K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 327 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 352 shares; 2026Q1: 383 shares 383 $32.5K <0.01% +31 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: restricted; 2024Q4: 252 shares; 2025Q1: 481 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $32.3K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 593 shares; 2025Q2: 305 shares; 2025Q3: 294 shares; 2025Q4: 338 shares; 2026Q1: 388 shares 388 $32.1K <0.01% +50 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: restricted; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $31.9K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $31.6K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $31.6K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 231 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $31.5K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94 shares; 2025Q1: 277 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 175 shares 175 $31.5K <0.01% +6 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: restricted; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $30.9K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 326 shares; 2025Q1: 721 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 782 shares; 2026Q1: 789 shares 789 $30.8K <0.01% +7 Timeline EWY 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: restricted; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 250 shares 250 $30.8K <0.01% +150 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: restricted; 2024Q4: 379 shares; 2025Q1: 697 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 721 shares; 2026Q1: 550 shares 550 $30.7K <0.01% -171 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: restricted; 2024Q4: 163 shares; 2025Q1: 89 shares; 2025Q2: 131 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 131 shares 131 $30.2K <0.01% -18 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares 3,009 $30.1K <0.01% 0 Timeline BANK OF AMER CORP 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $29.8K <0.01% 0 ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: 181 shares; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $29.7K <0.01% 0 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $29K <0.01% 0 Timeline WELLS FARGO & CO 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $28.9K <0.01% 0 TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 1,144 shares; 2026Q1: 46 shares 46 $27.8K <0.01% -1,098 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $27.6K <0.01% 0 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,979 shares; 2025Q1: 1,847 shares; 2025Q2: 1,844 shares; 2025Q3: 1,504 shares; 2025Q4: 1,438 shares; 2026Q1: 1,429 shares 1,429 $27.2K <0.01% -9 Timeline