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: 301,168 shares; 2024Q4: 302,356 shares; 2025Q1: 303,660 shares; 2025Q2: 300,558 shares; 2025Q3: 300,431 shares; 2025Q4: 297,909 shares; 2026Q1: 294,166 shares 294,166 $192M 20.14% -3,743 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: 155,891 shares; 2024Q4: 150,532 shares; 2025Q1: 153,115 shares; 2025Q2: 159,699 shares; 2025Q3: 164,242 shares; 2025Q4: 167,567 shares; 2026Q1: 177,919 shares 177,919 $45.2M 4.73% +10,352 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: 121,407 shares; 2024Q4: 98,180 shares; 2025Q1: 97,185 shares; 2025Q2: 95,896 shares; 2025Q3: 114,619 shares; 2025Q4: 113,430 shares; 2026Q1: 109,257 shares 109,257 $35.1M 3.67% -4,173 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: 1,112,583 shares; 2024Q4: 1,075,927 shares; 2025Q1: 1,076,117 shares; 2025Q2: 1,075,988 shares; 2025Q3: 1,076,404 shares; 2025Q4: 1,074,845 shares; 2026Q1: 1,077,490 shares 1,077,490 $29.6M 3.1% +2,645 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: 107,325 shares; 2024Q4: 87,694 shares; 2025Q1: 99,448 shares; 2025Q2: 116,652 shares; 2025Q3: 136,774 shares; 2025Q4: 142,559 shares; 2026Q1: 164,538 shares 164,538 $28.7M 3.01% +21,979 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: 39,842 shares; 2024Q4: 27,803 shares; 2025Q1: 26,574 shares; 2025Q2: 26,854 shares; 2025Q3: 34,896 shares; 2025Q4: 38,440 shares; 2026Q1: 36,460 shares 36,460 $23.7M 2.48% -1,980 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: 46,659 shares; 2024Q4: 43,702 shares; 2025Q1: 46,367 shares; 2025Q2: 48,958 shares; 2025Q3: 50,847 shares; 2025Q4: 53,850 shares; 2026Q1: 59,807 shares 59,807 $22.1M 2.32% +5,957 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: 85,176 shares; 2024Q4: 86,079 shares; 2025Q1: 86,470 shares; 2025Q2: 91,368 shares; 2025Q3: 87,935 shares; 2025Q4: 88,980 shares; 2026Q1: 91,042 shares 91,042 $19.8M 2.07% +2,062 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: 145,655 shares; 2024Q4: 145,246 shares; 2025Q1: 145,401 shares; 2025Q2: 145,382 shares; 2025Q3: 147,556 shares; 2025Q4: 147,653 shares; 2026Q1: 152,807 shares 152,807 $18.1M 1.9% +5,154 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: 27,623 shares; 2024Q4: 27,164 shares; 2025Q1: 27,517 shares; 2025Q2: 28,268 shares; 2025Q3: 28,720 shares; 2025Q4: 29,253 shares; 2026Q1: 30,728 shares 30,728 $17.6M 1.84% +1,475 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,830 shares; 2026Q1: 139,630 shares 139,630 $17.5M 1.83% +134,800 Timeline ACWI 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: 113,957 shares; 2024Q4: 124,711 shares; 2025Q1: 84,507 shares; 2025Q2: 89,138 shares; 2025Q3: 118,258 shares; 2025Q4: 118,710 shares; 2026Q1: 120,253 shares 120,253 $16.6M 1.74% +1,543 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: 63,640 shares; 2024Q4: 63,644 shares; 2025Q1: 63,689 shares; 2025Q2: 63,683 shares; 2025Q3: 63,680 shares; 2025Q4: 63,729 shares; 2026Q1: 63,766 shares 63,766 $16M 1.68% +37 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: 54,232 shares; 2024Q4: 52,034 shares; 2025Q1: 56,738 shares; 2025Q2: 61,001 shares; 2025Q3: 63,225 shares; 2025Q4: 67,960 shares; 2026Q1: 73,085 shares 73,085 $15.2M 1.6% +5,125 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: 42,533 shares; 2024Q4: 39,957 shares; 2025Q1: 34,626 shares; 2025Q2: 38,435 shares; 2025Q3: 41,301 shares; 2025Q4: 44,386 shares; 2026Q1: 49,801 shares 49,801 $14.3M 1.5% +5,415 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: 27,710 shares; 2024Q4: 27,611 shares; 2025Q1: 27,877 shares; 2025Q2: 26,221 shares; 2025Q3: 27,376 shares; 2025Q4: 28,037 shares; 2026Q1: 28,443 shares 28,443 $13.6M 1.43% +406 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: 113,876 shares; 2024Q4: 114,556 shares; 2025Q1: 115,237 shares; 2025Q2: 120,745 shares; 2025Q3: 118,644 shares; 2025Q4: 120,246 shares; 2026Q1: 121,866 shares 121,866 $12.5M 1.31% +1,620 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: 30,069 shares; 2024Q4: 29,123 shares; 2025Q1: 27,847 shares; 2025Q2: 31,230 shares; 2025Q3: 29,783 shares; 2025Q4: 34,656 shares; 2026Q1: 36,503 shares 36,503 $10.7M 1.13% +1,847 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: 22,497 shares; 2024Q4: 22,898 shares; 2025Q1: 24,184 shares; 2025Q2: 23,118 shares; 2025Q3: 24,300 shares; 2025Q4: 26,066 shares; 2026Q1: 29,605 shares 29,605 $9.16M 0.96% +3,539 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: 72,254 shares; 2024Q4: 70,564 shares; 2025Q1: 69,853 shares; 2025Q2: 68,052 shares; 2025Q3: 68,417 shares; 2025Q4: 70,103 shares; 2026Q1: 62,504 shares 62,504 $9.03M 0.95% -7,599 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: 44,876 shares; 2024Q4: 49,875 shares; 2025Q1: 55,087 shares; 2025Q2: 61,256 shares; 2025Q3: 60,475 shares; 2025Q4: 62,840 shares; 2026Q1: 66,916 shares 66,916 $8.32M 0.87% +4,076 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: 5,948 shares; 2024Q4: 5,891 shares; 2025Q1: 6,581 shares; 2025Q2: 7,281 shares; 2025Q3: 30,063 shares; 2025Q4: 30,067 shares; 2026Q1: 29,735 shares 29,735 $8.05M 0.84% -332 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: 65,783 shares; 2024Q4: 65,956 shares; 2025Q1: 62,930 shares; 2025Q2: 62,125 shares; 2025Q3: 61,886 shares; 2025Q4: 61,324 shares; 2026Q1: 64,686 shares 64,686 $7.32M 0.77% +3,362 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,295 shares; 2025Q2: 331,295 shares; 2025Q3: 331,295 shares; 2025Q4: 331,295 shares; 2026Q1: 331,295 shares 331,295 $6.5M 0.68% 0 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: 69,358 shares; 2024Q4: 72,388 shares; 2025Q1: 71,609 shares; 2025Q2: 75,230 shares; 2025Q3: 76,392 shares; 2025Q4: 90,940 shares; 2026Q1: 93,806 shares 93,806 $6.33M 0.66% +2,866 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: 15,021 shares; 2024Q4: 17,122 shares; 2025Q1: 16,570 shares; 2025Q2: 19,864 shares; 2025Q3: 20,672 shares; 2025Q4: 22,160 shares; 2026Q1: 24,077 shares 24,077 $5.89M 0.62% +1,917 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: 25,435 shares; 2024Q4: 24,730 shares; 2025Q1: 24,961 shares; 2025Q2: 27,154 shares; 2025Q3: 28,195 shares; 2025Q4: 30,471 shares; 2026Q1: 31,896 shares 31,896 $5.41M 0.57% +1,425 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: 50,230 shares; 2024Q4: 47,927 shares; 2025Q1: 46,435 shares; 2025Q2: 49,195 shares; 2025Q3: 44,810 shares; 2025Q4: 53,061 shares; 2026Q1: 54,902 shares 54,902 $5.33M 0.56% +1,841 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: 21,011 shares; 2024Q4: 15,953 shares; 2025Q1: 19,870 shares; 2025Q2: 18,141 shares; 2025Q3: 17,659 shares; 2025Q4: 17,368 shares; 2026Q1: 18,338 shares 18,338 $5.26M 0.55% +970 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 3,818 shares; 2025Q1: 4,227 shares; 2025Q2: 4,250 shares; 2025Q3: 4,979 shares; 2025Q4: 5,203 shares; 2026Q1: 5,668 shares 5,668 $5.21M 0.55% +465 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: 9,116 shares; 2024Q4: 9,163 shares; 2025Q1: 9,546 shares; 2025Q2: 8,627 shares; 2025Q3: 8,823 shares; 2025Q4: 9,323 shares; 2026Q1: 10,215 shares 10,215 $5.1M 0.53% +892 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: 37,035 shares; 2024Q4: 41,707 shares; 2025Q1: 42,746 shares; 2025Q2: 45,230 shares; 2025Q3: 38,806 shares; 2025Q4: 48,271 shares; 2026Q1: 51,799 shares 51,799 $5.04M 0.53% +3,528 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: 3,459 shares; 2024Q4: 3,146 shares; 2025Q1: 3,444 shares; 2025Q2: 4,488 shares; 2025Q3: 4,767 shares; 2025Q4: 4,559 shares; 2026Q1: 4,858 shares 4,858 $4.84M 0.51% +299 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: 9,228 shares; 2024Q4: 9,127 shares; 2025Q1: 9,662 shares; 2025Q2: 10,374 shares; 2025Q3: 10,968 shares; 2025Q4: 11,628 shares; 2026Q1: 12,840 shares 12,840 $4.77M 0.5% +1,212 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,474 shares; 2024Q4: 48,805 shares; 2025Q1: 48,625 shares; 2025Q2: 49,428 shares; 2025Q3: 50,108 shares; 2025Q4: 51,941 shares; 2026Q1: 53,957 shares 53,957 $4.67M 0.49% +2,016 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: 13,339 shares; 2024Q4: 10,934 shares; 2025Q1: 9,698 shares; 2025Q2: 10,185 shares; 2025Q3: 12,472 shares; 2025Q4: 12,633 shares; 2026Q1: 13,456 shares 13,456 $4.07M 0.43% +823 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: 10,377 shares; 2024Q4: 10,416 shares; 2025Q1: 10,656 shares; 2025Q2: 52,139 shares; 2025Q3: 29,521 shares; 2025Q4: 29,902 shares; 2026Q1: 30,923 shares 30,923 $4.05M 0.42% +1,021 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: 14,703 shares; 2024Q4: 14,658 shares; 2025Q1: 15,034 shares; 2025Q2: 16,592 shares; 2025Q3: 17,808 shares; 2025Q4: 18,826 shares; 2026Q1: 19,163 shares 19,163 $3.96M 0.42% +337 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,693 shares; 2025Q4: 49,684 shares; 2026Q1: 49,704 shares 49,704 $3.85M 0.4% +20 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,447 shares 27,447 $3.76M 0.39% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,660 shares; 2024Q4: 6,412 shares; 2025Q1: 6,549 shares; 2025Q2: 7,096 shares; 2025Q3: 6,918 shares; 2025Q4: 6,948 shares; 2026Q1: 8,639 shares 8,639 $3.68M 0.39% +1,691 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,375 shares; 2024Q4: 8,294 shares; 2025Q1: 8,354 shares; 2025Q2: 9,319 shares; 2025Q3: 9,290 shares; 2025Q4: 9,887 shares; 2026Q1: 11,009 shares 11,009 $3.62M 0.38% +1,122 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.38% 0 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: 32,961 shares; 2024Q4: 29,512 shares; 2025Q1: 32,588 shares; 2025Q2: 32,479 shares; 2025Q3: 31,865 shares; 2025Q4: 32,901 shares; 2026Q1: 35,716 shares 35,716 $3.55M 0.37% +2,815 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: 6,981 shares; 2024Q4: 7,998 shares; 2025Q1: 10,759 shares; 2025Q2: 14,542 shares; 2025Q3: 14,693 shares; 2025Q4: 15,060 shares; 2026Q1: 24,031 shares 24,031 $3.52M 0.37% +8,971 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: 2,943 shares; 2024Q4: 1,821 shares; 2025Q1: 2,043 shares; 2025Q2: 2,241 shares; 2025Q3: 2,843 shares; 2025Q4: 29,757 shares; 2026Q1: 36,532 shares 36,532 $3.51M 0.37% +6,775 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: 4,498 shares; 2024Q4: 4,599 shares; 2025Q1: 5,122 shares; 2025Q2: 7,355 shares; 2025Q3: 8,119 shares; 2025Q4: 9,135 shares; 2026Q1: 10,373 shares 10,373 $3.51M 0.37% +1,238 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: 33,813 shares; 2024Q4: 53,039 shares; 2025Q1: 53,348 shares; 2025Q2: 60,351 shares; 2025Q3: 61,664 shares; 2025Q4: 62,018 shares; 2026Q1: 60,290 shares 60,290 $3.42M 0.36% -1,728 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: 24,949 shares; 2024Q4: 25,400 shares; 2025Q1: 25,605 shares; 2025Q2: 27,357 shares; 2025Q3: 28,484 shares; 2025Q4: 28,875 shares; 2026Q1: 27,451 shares 27,451 $3.41M 0.36% -1,424 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: 10,192 shares; 2024Q4: 11,294 shares; 2025Q1: 11,272 shares; 2025Q2: 12,083 shares; 2025Q3: 7,484 shares; 2025Q4: 12,180 shares; 2026Q1: 12,968 shares 12,968 $3.22M 0.34% +788 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,975 shares; 2025Q1: 8,331 shares; 2025Q2: 8,884 shares; 2025Q3: 8,399 shares; 2025Q4: 9,005 shares; 2026Q1: 10,126 shares 10,126 $3.15M 0.33% +1,121 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: 17,578 shares; 2024Q4: 18,919 shares; 2025Q1: 20,725 shares; 2025Q2: 25,668 shares; 2025Q3: 27,441 shares; 2025Q4: 30,765 shares; 2026Q1: 33,714 shares 33,714 $3.13M 0.33% +2,949 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: 13,845 shares; 2024Q4: 13,853 shares; 2025Q1: 14,333 shares; 2025Q2: 14,342 shares; 2025Q3: 14,351 shares; 2025Q4: 14,360 shares; 2026Q1: 14,661 shares 14,661 $3.1M 0.32% +301 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: 30,466 shares; 2024Q4: 31,109 shares; 2025Q1: 31,364 shares; 2025Q2: 33,396 shares; 2025Q3: 34,602 shares; 2025Q4: 36,690 shares; 2026Q1: 43,303 shares 43,303 $3.02M 0.32% +6,613 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: 6,014 shares; 2024Q4: 5,609 shares; 2025Q1: 6,593 shares; 2025Q2: 8,282 shares; 2025Q3: 8,616 shares; 2025Q4: 9,546 shares; 2026Q1: 10,560 shares 10,560 $3M 0.31% +1,014 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: 1,986 shares; 2024Q4: 1,876 shares; 2025Q1: 2,400 shares; 2025Q2: 2,700 shares; 2025Q3: 2,816 shares; 2025Q4: 3,296 shares; 2026Q1: 4,082 shares 4,082 $2.89M 0.3% +786 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: 26,243 shares; 2024Q4: 32,725 shares; 2025Q1: 32,338 shares; 2025Q2: 35,003 shares; 2025Q3: 35,627 shares; 2025Q4: 36,960 shares; 2026Q1: 41,708 shares 41,708 $2.67M 0.28% +4,748 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,290 shares; 2024Q4: 100,185 shares; 2025Q1: 100,185 shares; 2025Q2: 100,185 shares; 2025Q3: 100,185 shares; 2025Q4: 100,185 shares; 2026Q1: 100,185 shares 100,185 $2.57M 0.27% 0 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: 830 shares; 2024Q4: 7,603 shares; 2025Q1: 7,403 shares; 2025Q2: 7,248 shares; 2025Q3: 7,138 shares; 2025Q4: 6,983 shares; 2026Q1: 7,159 shares 7,159 $2.55M 0.27% +176 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 1,906 shares; 2025Q1: 1,718 shares; 2025Q2: 1,054 shares; 2025Q3: 2,135 shares; 2025Q4: 2,590 shares; 2026Q1: 2,894 shares 2,894 $2.53M 0.26% +304 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: 8,632 shares; 2024Q4: 8,533 shares; 2025Q1: 8,627 shares; 2025Q2: 8,179 shares; 2025Q3: 8,383 shares; 2025Q4: 8,466 shares; 2026Q1: 11,680 shares 11,680 $2.5M 0.26% +3,214 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,049 shares; 2025Q2: 10,799 shares; 2025Q3: 10,901 shares; 2025Q4: 10,901 shares; 2026Q1: 8,836 shares 8,836 $2.49M 0.26% -2,065 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: 9,530 shares; 2024Q4: 9,857 shares; 2025Q1: 10,755 shares; 2025Q2: 12,374 shares; 2025Q3: 12,593 shares; 2025Q4: 12,713 shares; 2026Q1: 13,714 shares 13,714 $2.37M 0.25% +1,001 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: 22,742 shares; 2024Q4: 24,510 shares; 2025Q1: 24,972 shares; 2025Q2: 27,677 shares; 2025Q3: 26,463 shares; 2025Q4: 26,812 shares; 2026Q1: 30,197 shares 30,197 $2.34M 0.25% +3,385 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: 2,518 shares; 2024Q4: 5,959 shares; 2025Q1: 7,165 shares; 2025Q2: 9,797 shares; 2025Q3: 10,471 shares; 2025Q4: 11,822 shares; 2026Q1: 14,074 shares 14,074 $2.26M 0.24% +2,252 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: 3,223 shares; 2024Q4: 3,272 shares; 2025Q1: 3,185 shares; 2025Q2: 3,654 shares; 2025Q3: 3,654 shares; 2025Q4: 3,769 shares; 2026Q1: 3,846 shares 3,846 $2.22M 0.23% +77 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: 2,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,052 shares; 2025Q4: 3,609 shares; 2026Q1: 6,184 shares 6,184 $2.09M 0.22% +2,575 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: 16,227 shares; 2024Q4: 17,324 shares; 2025Q1: 19,463 shares; 2025Q2: 28,552 shares; 2025Q3: 28,986 shares; 2025Q4: 31,811 shares; 2026Q1: 42,837 shares 42,837 $2.09M 0.22% +11,026 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: 6,339 shares; 2024Q4: 4,384 shares; 2025Q1: 3,775 shares; 2025Q2: 6,972 shares; 2025Q3: 7,431 shares; 2025Q4: 7,392 shares; 2026Q1: 8,502 shares 8,502 $2.08M 0.22% +1,110 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: 4,230 shares; 2024Q4: 4,475 shares; 2025Q1: 4,616 shares; 2025Q2: 5,120 shares; 2025Q3: 4,959 shares; 2025Q4: 5,839 shares; 2026Q1: 5,860 shares 5,860 $2.06M 0.22% +21 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: 1,161 shares; 2024Q4: 1,197 shares; 2025Q1: 1,468 shares; 2025Q2: 1,759 shares; 2025Q3: 1,881 shares; 2025Q4: 2,015 shares; 2026Q1: 2,291 shares 2,291 $2.05M 0.21% +276 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: 17,014 shares; 2024Q4: 15,724 shares; 2025Q1: 17,159 shares; 2025Q2: 20,423 shares; 2025Q3: 19,295 shares; 2025Q4: 22,864 shares; 2026Q1: 26,950 shares 26,950 $2.05M 0.21% +4,086 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,577 shares 61,577 $2.05M 0.21% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,322 shares; 2025Q1: 7,539 shares; 2025Q2: 7,857 shares; 2025Q3: 7,982 shares; 2025Q4: 8,503 shares; 2026Q1: 8,880 shares 8,880 $2.04M 0.21% +377 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: 2,611 shares; 2024Q4: 2,710 shares; 2025Q1: 2,811 shares; 2025Q2: 3,056 shares; 2025Q3: 2,931 shares; 2025Q4: 3,095 shares; 2026Q1: 3,341 shares 3,341 $2.02M 0.21% +246 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: 5,421 shares; 2024Q4: 5,091 shares; 2025Q1: 6,036 shares; 2025Q2: 6,454 shares; 2025Q3: 6,896 shares; 2025Q4: 7,365 shares; 2026Q1: 7,626 shares 7,626 $2M 0.21% +261 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: 13,738 shares; 2024Q4: 13,080 shares; 2025Q1: 15,337 shares; 2025Q2: 15,943 shares; 2025Q3: 20,858 shares; 2025Q4: 23,922 shares; 2026Q1: 24,037 shares 24,037 $1.91M 0.2% +115 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,384 shares 76,384 $1.91M 0.2% new 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: 6,995 shares; 2024Q4: 6,670 shares; 2025Q1: 8,531 shares; 2025Q2: 9,691 shares; 2025Q3: 10,111 shares; 2025Q4: 11,207 shares; 2026Q1: 11,478 shares 11,478 $1.89M 0.2% +271 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: 10,149 shares; 2024Q4: 13,657 shares; 2025Q1: 14,229 shares; 2025Q2: 15,922 shares; 2025Q3: 13,320 shares; 2025Q4: 14,852 shares; 2026Q1: 14,261 shares 14,261 $1.88M 0.2% -591 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: 4,000 shares; 2024Q4: 4,082 shares; 2025Q1: 4,082 shares; 2025Q2: 2,450 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares; 2026Q1: 2,578 shares 2,578 $1.8M 0.19% +51 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 13,068 shares; 2025Q1: 13,424 shares; 2025Q2: 13,972 shares; 2025Q3: 13,882 shares; 2025Q4: 8,965 shares; 2026Q1: 9,275 shares 9,275 $1.78M 0.19% +310 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: 5,783 shares; 2024Q4: 5,750 shares; 2025Q1: 5,778 shares; 2025Q2: 5,790 shares; 2025Q3: 5,843 shares; 2025Q4: 8,005 shares; 2026Q1: 8,534 shares 8,534 $1.77M 0.19% +529 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: 17,060 shares; 2024Q4: 16,960 shares; 2025Q1: 16,301 shares; 2025Q2: 16,809 shares; 2025Q3: 14,441 shares; 2025Q4: 14,377 shares; 2026Q1: 11,594 shares 11,594 $1.76M 0.18% -2,783 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: 12,225 shares; 2024Q4: 12,230 shares; 2025Q1: 12,234 shares; 2025Q2: 12,213 shares; 2025Q3: 12,217 shares; 2025Q4: 12,222 shares; 2026Q1: 12,225 shares 12,225 $1.74M 0.18% +3 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: 7,401 shares; 2024Q4: 7,561 shares; 2025Q1: 7,490 shares; 2025Q2: 7,107 shares; 2025Q3: 6,769 shares; 2025Q4: 6,827 shares; 2026Q1: 7,595 shares 7,595 $1.72M 0.18% +768 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: 2,404 shares; 2024Q4: 1,764 shares; 2025Q1: 1,953 shares; 2025Q2: 2,408 shares; 2025Q3: 3,056 shares; 2025Q4: 3,277 shares; 2026Q1: 3,846 shares 3,846 $1.64M 0.17% +569 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: 3,867 shares; 2024Q4: 3,627 shares; 2025Q1: 3,652 shares; 2025Q2: 6,157 shares; 2025Q3: 7,564 shares; 2025Q4: 7,568 shares; 2026Q1: 8,027 shares 8,027 $1.63M 0.17% +459 Timeline IQLT 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: 20,102 shares; 2024Q4: 22,169 shares; 2025Q1: 25,412 shares; 2025Q2: 29,122 shares; 2025Q3: 29,485 shares; 2025Q4: 35,140 shares; 2026Q1: 35,090 shares 35,090 $1.62M 0.17% -50 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: 16,492 shares; 2024Q4: 16,834 shares; 2025Q1: 15,896 shares; 2025Q2: 11,980 shares; 2025Q3: 10,995 shares; 2025Q4: 11,725 shares; 2026Q1: 13,352 shares 13,352 $1.61M 0.17% +1,627 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: 8,938 shares; 2024Q4: 9,461 shares; 2025Q1: 9,171 shares; 2025Q2: 8,776 shares; 2025Q3: 8,931 shares; 2025Q4: 9,966 shares; 2026Q1: 10,273 shares 10,273 $1.6M 0.17% +307 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: 4,757 shares; 2024Q4: 4,931 shares; 2025Q1: 6,892 shares; 2025Q2: 8,879 shares; 2025Q3: 10,221 shares; 2025Q4: 17,595 shares; 2026Q1: 21,909 shares 21,909 $1.59M 0.17% +4,314 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,736 shares; 2025Q1: 7,984 shares; 2025Q2: 9,127 shares; 2025Q3: 10,037 shares; 2025Q4: 10,662 shares; 2026Q1: 11,706 shares 11,706 $1.55M 0.16% +1,044 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: 14,785 shares; 2024Q4: 17,456 shares; 2025Q1: 19,005 shares; 2025Q2: 19,708 shares; 2025Q3: 21,015 shares; 2025Q4: 21,727 shares; 2026Q1: 20,759 shares 20,759 $1.53M 0.16% -968 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: 7,518 shares; 2024Q4: 8,059 shares; 2025Q1: 7,471 shares; 2025Q2: 20,580 shares; 2025Q3: 19,310 shares; 2025Q4: 16,455 shares; 2026Q1: 16,656 shares 16,656 $1.48M 0.15% +201 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: 6,666 shares; 2024Q4: 7,483 shares; 2025Q1: 7,438 shares; 2025Q2: 7,164 shares; 2025Q3: 33,282 shares; 2025Q4: 27,691 shares; 2026Q1: 31,194 shares 31,194 $1.45M 0.15% +3,503 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 716 shares; 2025Q2: 1,014 shares; 2025Q3: 1,101 shares; 2025Q4: 1,203 shares; 2026Q1: 1,407 shares 1,407 $1.35M 0.14% +204 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,848 shares; 2025Q3: 39,801 shares; 2025Q4: 45,071 shares; 2026Q1: 48,046 shares 48,046 $1.34M 0.14% +2,975 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: 8,260 shares; 2024Q4: 8,958 shares; 2025Q1: 9,837 shares; 2025Q2: 10,423 shares; 2025Q3: 11,502 shares; 2025Q4: 12,798 shares; 2026Q1: 14,461 shares 14,461 $1.31M 0.14% +1,663 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: 353 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 306 shares; 2025Q3: 401 shares; 2025Q4: 590 shares; 2026Q1: 757 shares 757 $1.31M 0.14% +167 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 6,403 shares; 2025Q2: 6,961 shares; 2025Q3: 7,270 shares; 2025Q4: 7,711 shares; 2026Q1: 10,598 shares 10,598 $1.3M 0.14% +2,887 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: 10,158 shares; 2024Q4: 8,350 shares; 2025Q1: 8,264 shares; 2025Q2: 8,060 shares; 2025Q3: 8,351 shares; 2025Q4: 8,641 shares; 2026Q1: 8,820 shares 8,820 $1.3M 0.14% +179 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,701 shares; 2025Q1: 1,972 shares; 2025Q2: 1,942 shares; 2025Q3: 2,041 shares; 2025Q4: 2,376 shares; 2026Q1: 2,637 shares 2,637 $1.3M 0.14% +261 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: 3,642 shares; 2024Q4: 3,879 shares; 2025Q1: 3,394 shares; 2025Q2: 3,858 shares; 2025Q3: 3,875 shares; 2025Q4: 3,811 shares; 2026Q1: 3,974 shares 3,974 $1.3M 0.14% +163 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,435 shares; 2024Q4: 168,329 shares; 2025Q1: 13,777 shares; 2025Q2: 1,539 shares; 2025Q3: 1,627 shares; 2025Q4: 1,640 shares; 2026Q1: 3,822 shares 3,822 $1.29M 0.14% +2,182 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,032 shares; 2025Q1: 2,127 shares; 2025Q2: 2,473 shares; 2025Q3: 3,170 shares; 2025Q4: 3,342 shares; 2026Q1: 3,531 shares 3,531 $1.26M 0.13% +189 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: 17,595 shares; 2024Q4: 15,786 shares; 2025Q1: 17,117 shares; 2025Q2: 17,702 shares; 2025Q3: 17,558 shares; 2025Q4: 20,944 shares; 2026Q1: 25,125 shares 25,125 $1.26M 0.13% +4,181 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,709 shares; 2025Q2: 270,709 shares; 2025Q3: 270,709 shares; 2025Q4: 270,709 shares; 2026Q1: 270,709 shares 270,709 $1.26M 0.13% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,165 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,136 shares; 2025Q4: 2,041 shares; 2026Q1: 2,005 shares 2,005 $1.24M 0.13% -36 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,450 shares; 2024Q4: 36,450 shares; 2025Q1: 36,450 shares; 2025Q2: 33,900 shares; 2025Q3: 33,900 shares; 2025Q4: 33,900 shares; 2026Q1: 33,900 shares 33,900 $1.22M 0.13% 0 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: 3,808 shares; 2024Q4: 4,224 shares; 2025Q1: 4,783 shares; 2025Q2: 5,134 shares; 2025Q3: 5,194 shares; 2025Q4: 6,146 shares; 2026Q1: 7,267 shares 7,267 $1.2M 0.13% +1,121 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,421 shares; 2025Q1: 2,545 shares; 2025Q2: 2,700 shares; 2025Q3: 2,822 shares; 2025Q4: 4,988 shares; 2026Q1: 4,926 shares 4,926 $1.19M 0.13% -62 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: 108,535 shares; 2024Q4: 108,177 shares; 2025Q1: 86,062 shares; 2025Q2: 86,738 shares; 2025Q3: 86,945 shares; 2025Q4: 87,769 shares; 2026Q1: 76,245 shares 76,245 $1.19M 0.13% -11,524 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: 2,719 shares; 2024Q4: 2,277 shares; 2025Q1: 2,623 shares; 2025Q2: 2,949 shares; 2025Q3: 3,186 shares; 2025Q4: 2,063 shares; 2026Q1: 2,370 shares 2,370 $1.18M 0.12% +307 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: 1,828 shares; 2024Q4: 1,206 shares; 2025Q1: 1,397 shares; 2025Q2: 1,568 shares; 2025Q3: 2,230 shares; 2025Q4: 10,455 shares; 2026Q1: 11,236 shares 11,236 $1.17M 0.12% +781 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 5,630 shares; 2025Q1: 4,915 shares; 2025Q2: 4,775 shares; 2025Q3: 4,747 shares; 2025Q4: 5,226 shares; 2026Q1: 6,029 shares 6,029 $1.16M 0.12% +803 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: 924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 1,469 shares; 2025Q4: 1,178 shares; 2026Q1: 878 shares 878 $1.16M 0.12% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares; 2026Q1: 2,644 shares 2,644 $1.15M 0.12% +197 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,461 shares; 2025Q4: 10,362 shares; 2026Q1: 10,605 shares 10,605 $1.15M 0.12% +243 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: 2,901 shares; 2024Q4: 2,718 shares; 2025Q1: 2,731 shares; 2025Q2: 2,708 shares; 2025Q3: 2,698 shares; 2025Q4: 3,071 shares; 2026Q1: 3,983 shares 3,983 $1.14M 0.12% +912 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: 12,309 shares; 2024Q4: 6,930 shares; 2025Q1: 9,073 shares; 2025Q2: 13,851 shares; 2025Q3: 13,914 shares; 2025Q4: 14,686 shares; 2026Q1: 15,890 shares 15,890 $1.14M 0.12% +1,204 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: 2,171 shares; 2024Q4: 2,267 shares; 2025Q1: 2,948 shares; 2025Q2: 3,287 shares; 2025Q3: 3,324 shares; 2025Q4: 3,717 shares; 2026Q1: 4,057 shares 4,057 $1.12M 0.12% +340 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: 679 shares; 2024Q4: 477 shares; 2025Q1: 629 shares; 2025Q2: 859 shares; 2025Q3: 1,005 shares; 2025Q4: 1,063 shares; 2026Q1: 1,289 shares 1,289 $1.09M 0.11% +226 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: 1,540 shares; 2024Q4: 1,826 shares; 2025Q1: 2,325 shares; 2025Q2: 3,061 shares; 2025Q3: 4,110 shares; 2025Q4: 4,462 shares; 2026Q1: 3,135 shares 3,135 $1.07M 0.11% -1,327 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: 8,555 shares; 2024Q4: 8,555 shares; 2025Q1: 8,555 shares; 2025Q2: 8,555 shares; 2025Q3: 8,760 shares; 2025Q4: 8,761 shares; 2026Q1: 8,761 shares 8,761 $1.06M 0.11% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,112 shares; 2025Q1: 1,140 shares; 2025Q2: 1,681 shares; 2025Q3: 1,721 shares; 2025Q4: 1,771 shares; 2026Q1: 1,765 shares 1,765 $1.05M 0.11% -6 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: 6,717 shares; 2024Q4: 6,769 shares; 2025Q1: 7,319 shares; 2025Q2: 7,140 shares; 2025Q3: 4,847 shares; 2025Q4: 4,695 shares; 2026Q1: 5,365 shares 5,365 $1.04M 0.11% +670 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: 40,367 shares; 2024Q4: 44,086 shares; 2025Q1: 48,308 shares; 2025Q2: 43,925 shares; 2025Q3: 36,906 shares; 2025Q4: 37,149 shares; 2026Q1: 35,736 shares 35,736 $1.03M 0.11% -1,413 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: 35,485 shares; 2024Q4: 27,909 shares; 2025Q1: 29,238 shares; 2025Q2: 29,834 shares; 2025Q3: 29,454 shares; 2025Q4: 33,913 shares; 2026Q1: 35,329 shares 35,329 $1.02M 0.11% +1,416 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: 14,375 shares; 2024Q4: 17,581 shares; 2025Q1: 17,582 shares; 2025Q2: 18,522 shares; 2025Q3: 18,785 shares; 2025Q4: 18,848 shares; 2026Q1: 18,834 shares 18,834 $1.02M 0.11% -14 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,267 shares; 2024Q4: 12,004 shares; 2025Q1: 11,554 shares; 2025Q2: 12,792 shares; 2025Q3: 12,647 shares; 2025Q4: 12,647 shares; 2026Q1: 11,572 shares 11,572 $1.02M 0.11% -1,075 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: 583 shares; 2024Q4: 603 shares; 2025Q1: 609 shares; 2025Q2: 594 shares; 2025Q3: 643 shares; 2025Q4: 2,551 shares; 2026Q1: 3,051 shares 3,051 $978K 0.1% +500 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 14,948 shares; 2025Q1: 14,948 shares; 2025Q2: 14,948 shares; 2025Q3: 14,948 shares; 2025Q4: 14,948 shares; 2026Q1: 14,948 shares 14,948 $966K 0.1% 0 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: 3,190 shares; 2024Q4: 3,148 shares; 2025Q1: 3,502 shares; 2025Q2: 3,651 shares; 2025Q3: 3,393 shares; 2025Q4: 3,821 shares; 2026Q1: 3,980 shares 3,980 $966K 0.1% +159 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: 985 shares; 2024Q4: 472 shares; 2025Q1: 732 shares; 2025Q2: 930 shares; 2025Q3: 1,297 shares; 2025Q4: 1,355 shares; 2026Q1: 2,233 shares 2,233 $966K 0.1% +878 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: 6,585 shares; 2024Q4: 6,778 shares; 2025Q1: 8,371 shares; 2025Q2: 7,141 shares; 2025Q3: 6,820 shares; 2025Q4: 6,832 shares; 2026Q1: 7,509 shares 7,509 $962K 0.1% +677 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: 5,059 shares; 2024Q4: 5,561 shares; 2025Q1: 6,158 shares; 2025Q2: 7,359 shares; 2025Q3: 6,743 shares; 2025Q4: 6,918 shares; 2026Q1: 7,309 shares 7,309 $957K 0.1% +391 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,409 shares; 2024Q4: 13,409 shares; 2025Q1: 13,409 shares; 2025Q2: 13,409 shares; 2025Q3: 13,409 shares; 2025Q4: 13,304 shares; 2026Q1: 13,304 shares 13,304 $955K 0.1% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,712 shares; 2025Q3: 20,679 shares; 2025Q4: 16,933 shares; 2026Q1: 43,346 shares 43,346 $949K 0.1% +26,413 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,657 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares; 2026Q1: 3,473 shares 3,473 $946K 0.1% 0 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: 3,948 shares; 2024Q4: 3,086 shares; 2025Q1: 3,087 shares; 2025Q2: 3,079 shares; 2025Q3: 3,111 shares; 2025Q4: 3,118 shares; 2026Q1: 3,125 shares 3,125 $945K 0.1% +7 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,303 shares; 2025Q2: 3,885 shares; 2025Q3: 4,417 shares; 2025Q4: 5,991 shares; 2026Q1: 7,457 shares 7,457 $942K 0.1% +1,466 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: not reported; 2024Q4: not reported; 2025Q1: 4,005 shares; 2025Q2: 5,342 shares; 2025Q3: 7,547 shares; 2025Q4: 10,171 shares; 2026Q1: 11,402 shares 11,402 $941K 0.1% +1,231 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,995 shares; 2024Q4: 20,117 shares; 2025Q1: 19,264 shares; 2025Q2: 19,286 shares; 2025Q3: 18,570 shares; 2025Q4: 18,438 shares; 2026Q1: 17,848 shares 17,848 $938K 0.1% -590 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: 2,875 shares; 2024Q4: 1,404 shares; 2025Q1: 1,796 shares; 2025Q2: 3,278 shares; 2025Q3: 4,126 shares; 2025Q4: 4,570 shares; 2026Q1: 4,927 shares 4,927 $934K 0.1% +357 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: 3,241 shares; 2024Q4: 3,051 shares; 2025Q1: 2,914 shares; 2025Q2: 3,030 shares; 2025Q3: 2,792 shares; 2025Q4: 2,894 shares; 2026Q1: 3,192 shares 3,192 $931K 0.1% +298 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,645 shares; 2024Q4: 246,645 shares; 2025Q1: 246,645 shares; 2025Q2: 246,645 shares; 2025Q3: 246,309 shares; 2025Q4: 246,309 shares; 2026Q1: 246,309 shares 246,309 $916K 0.1% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,047 shares; 2025Q2: 15,047 shares; 2025Q3: 2,424 shares; 2025Q4: 13,698 shares; 2026Q1: 9,162 shares 9,162 $897K 0.09% -4,536 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: 1,004 shares; 2024Q4: 950 shares; 2025Q1: 946 shares; 2025Q2: 981 shares; 2025Q3: 1,088 shares; 2025Q4: 1,066 shares; 2026Q1: 1,617 shares 1,617 $888K 0.09% +551 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,940 shares; 2025Q3: 24,940 shares; 2025Q4: 24,940 shares; 2026Q1: 34,485 shares 34,485 $880K 0.09% +9,545 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: 4,010 shares; 2024Q4: 3,886 shares; 2025Q1: 3,940 shares; 2025Q2: 4,291 shares; 2025Q3: 4,307 shares; 2025Q4: 4,736 shares; 2026Q1: 4,751 shares 4,751 $866K 0.09% +15 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,234 shares; 2025Q1: 2,068 shares; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,433 shares; 2026Q1: 2,469 shares 2,469 $847K 0.09% +36 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: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 1,987 shares; 2025Q3: 4,394 shares; 2025Q4: 4,928 shares; 2026Q1: 6,068 shares 6,068 $846K 0.09% +1,140 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,882 shares; 2025Q1: 9,966 shares; 2025Q2: 12,424 shares; 2025Q3: 16,655 shares; 2025Q4: 19,505 shares; 2026Q1: 21,446 shares 21,446 $838K 0.09% +1,941 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,054 shares; 2025Q1: 1,118 shares; 2025Q2: 1,123 shares; 2025Q3: 1,907 shares; 2025Q4: 1,895 shares; 2026Q1: 1,856 shares 1,856 $829K 0.09% -39 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,601 shares; 2026Q1: 11,894 shares 11,894 $824K 0.09% +8,293 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: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,487 shares; 2025Q2: 2,366 shares; 2025Q3: 2,020 shares; 2025Q4: 2,804 shares; 2026Q1: 4,787 shares 4,787 $820K 0.09% +1,983 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,052 shares; 2025Q3: 9,648 shares; 2025Q4: 10,170 shares; 2026Q1: 10,170 shares 10,170 $809K 0.08% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,269 shares 3,269 $801K 0.08% new 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: 3,061 shares; 2024Q4: 3,067 shares; 2025Q1: 3,052 shares; 2025Q2: 3,052 shares; 2025Q3: 3,082 shares; 2025Q4: 3,091 shares; 2026Q1: 3,097 shares 3,097 $797K 0.08% +6 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: 5,150 shares; 2024Q4: 5,584 shares; 2025Q1: 5,677 shares; 2025Q2: 5,429 shares; 2025Q3: 5,195 shares; 2025Q4: 5,431 shares; 2026Q1: 5,431 shares 5,431 $792K 0.08% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,115 shares 7,115 $780K 0.08% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: not reported; 2025Q1: 743 shares; 2025Q2: 992 shares; 2025Q3: 973 shares; 2025Q4: 1,179 shares; 2026Q1: 1,311 shares 1,311 $777K 0.08% +132 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: 3,070 shares; 2024Q4: 2,952 shares; 2025Q1: 2,998 shares; 2025Q2: 4,332 shares; 2025Q3: 3,975 shares; 2025Q4: 4,390 shares; 2026Q1: 4,200 shares 4,200 $766K 0.08% -190 Timeline REET 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: 26,798 shares; 2024Q4: 26,088 shares; 2025Q1: 26,486 shares; 2025Q2: 26,773 shares; 2025Q3: 27,545 shares; 2025Q4: 28,749 shares; 2026Q1: 30,379 shares 30,379 $764K 0.08% +1,630 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: 1,157 shares; 2024Q4: 536 shares; 2025Q1: 678 shares; 2025Q2: 930 shares; 2025Q3: 1,979 shares; 2025Q4: 1,913 shares; 2026Q1: 1,927 shares 1,927 $764K 0.08% +14 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: 4,189 shares; 2024Q4: 4,355 shares; 2025Q1: 4,687 shares; 2025Q2: 8,343 shares; 2025Q3: 11,364 shares; 2025Q4: 11,540 shares; 2026Q1: 12,139 shares 12,139 $762K 0.08% +599 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: 10,567 shares; 2024Q4: 9,784 shares; 2025Q1: 9,784 shares; 2025Q2: 9,784 shares; 2025Q3: 2,781 shares; 2025Q4: 9,784 shares; 2026Q1: 9,784 shares 9,784 $754K 0.08% 0 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: 1,284 shares; 2024Q4: 1,150 shares; 2025Q1: 1,888 shares; 2025Q2: 2,023 shares; 2025Q3: 2,191 shares; 2025Q4: 2,453 shares; 2026Q1: 2,489 shares 2,489 $753K 0.08% +36 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,927 shares; 2026Q1: 17,718 shares 17,718 $752K 0.08% +1,791 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: 668 shares; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 853 shares; 2025Q3: 1,156 shares; 2025Q4: 1,383 shares; 2026Q1: 1,557 shares 1,557 $737K 0.08% +174 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: 137 shares; 2024Q4: 103 shares; 2025Q1: 133 shares; 2025Q2: 134 shares; 2025Q3: 168 shares; 2025Q4: 175 shares; 2026Q1: 174 shares 174 $733K 0.08% -1 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: 2,539 shares; 2024Q4: 2,518 shares; 2025Q1: 2,372 shares; 2025Q2: 2,424 shares; 2025Q3: 2,441 shares; 2025Q4: 2,459 shares; 2026Q1: 2,540 shares 2,540 $729K 0.08% +81 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,094 shares; 2025Q2: 7,846 shares; 2025Q3: 9,497 shares; 2025Q4: 11,642 shares; 2026Q1: 13,106 shares 13,106 $723K 0.08% +1,464 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,708 shares; 2024Q4: 6,653 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,540 shares; 2026Q1: 6,540 shares 6,540 $722K 0.08% 0 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: 685 shares; 2024Q4: 573 shares; 2025Q1: 1,001 shares; 2025Q2: 1,201 shares; 2025Q3: 1,391 shares; 2025Q4: 1,536 shares; 2026Q1: 1,722 shares 1,722 $717K 0.08% +186 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: 2,069 shares; 2024Q4: 1,987 shares; 2025Q1: 2,391 shares; 2025Q2: 2,987 shares; 2025Q3: 3,204 shares; 2025Q4: 3,650 shares; 2026Q1: 4,102 shares 4,102 $712K 0.07% +452 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: 1,250 shares; 2024Q4: 574 shares; 2025Q1: 697 shares; 2025Q2: 769 shares; 2025Q3: 1,302 shares; 2025Q4: 1,386 shares; 2026Q1: 1,543 shares 1,543 $711K 0.07% +157 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,406 shares; 2025Q1: 2,567 shares; 2025Q2: 2,732 shares; 2025Q3: 2,435 shares; 2025Q4: 3,149 shares; 2026Q1: 4,439 shares 4,439 $709K 0.07% +1,290 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,441 shares; 2025Q1: 1,470 shares; 2025Q2: 1,714 shares; 2025Q3: 1,660 shares; 2025Q4: 1,839 shares; 2026Q1: 2,043 shares 2,043 $705K 0.07% +204 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: 15,967 shares; 2024Q4: 15,827 shares; 2025Q1: 17,158 shares; 2025Q2: 16,200 shares; 2025Q3: 15,751 shares; 2025Q4: 16,464 shares; 2026Q1: 16,928 shares 16,928 $695K 0.07% +464 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: 2,151 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 5,199 shares; 2026Q1: 5,210 shares 5,210 $692K 0.07% +11 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: 1,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,886 shares; 2025Q4: 5,422 shares; 2026Q1: 5,850 shares 5,850 $688K 0.07% +428 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: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,835 shares; 2025Q3: 2,282 shares; 2025Q4: 2,411 shares; 2026Q1: 2,459 shares 2,459 $687K 0.07% +48 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 479 shares; 2025Q4: 521 shares; 2026Q1: 592 shares 592 $686K 0.07% +71 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,339 shares 33,339 $681K 0.07% new 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: 4,208 shares; 2024Q4: 3,770 shares; 2025Q1: 3,881 shares; 2025Q2: 5,420 shares; 2025Q3: 6,626 shares; 2025Q4: 6,528 shares; 2026Q1: 6,979 shares 6,979 $673K 0.07% +451 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: 4,608 shares; 2024Q4: 3,305 shares; 2025Q1: 4,245 shares; 2025Q2: 5,168 shares; 2025Q3: 5,828 shares; 2025Q4: 5,668 shares; 2026Q1: 7,131 shares 7,131 $670K 0.07% +1,463 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: 2,803 shares; 2024Q4: 1,863 shares; 2025Q1: 2,296 shares; 2025Q2: 2,730 shares; 2025Q3: 3,577 shares; 2025Q4: 1,303 shares; 2026Q1: 3,373 shares 3,373 $669K 0.07% +2,070 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,864 shares; 2024Q4: 4,817 shares; 2025Q1: 4,409 shares; 2025Q2: 4,619 shares; 2025Q3: 4,080 shares; 2025Q4: 4,701 shares; 2026Q1: 5,050 shares 5,050 $662K 0.07% +349 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 2,466 shares; 2025Q1: 2,592 shares; 2025Q2: 2,514 shares; 2025Q3: 2,854 shares; 2025Q4: 3,038 shares; 2026Q1: 3,430 shares 3,430 $640K 0.07% +392 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: 4,395 shares; 2024Q4: 4,195 shares; 2025Q1: 4,208 shares; 2025Q2: 4,222 shares; 2025Q3: 4,444 shares; 2025Q4: 4,659 shares; 2026Q1: 4,647 shares 4,647 $628K 0.07% -12 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: 11,120 shares; 2024Q4: 11,107 shares; 2025Q1: 12,101 shares; 2025Q2: 11,114 shares; 2025Q3: 7,601 shares; 2025Q4: 8,119 shares; 2026Q1: 6,662 shares 6,662 $620K 0.06% -1,457 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,028 shares; 2025Q1: 1,191 shares; 2025Q2: 1,514 shares; 2025Q3: 1,547 shares; 2025Q4: 1,737 shares; 2026Q1: 1,861 shares 1,861 $611K 0.06% +124 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 5,166 shares; 2025Q1: 4,913 shares; 2025Q2: 5,078 shares; 2025Q3: 5,416 shares; 2025Q4: 5,416 shares; 2026Q1: 5,416 shares 5,416 $600K 0.06% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,595 shares; 2025Q3: 17,010 shares; 2025Q4: 17,012 shares; 2026Q1: 22,816 shares 22,816 $590K 0.06% +5,804 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,373 shares; 2025Q1: 5,178 shares; 2025Q2: 5,395 shares; 2025Q3: 5,431 shares; 2025Q4: 6,288 shares; 2026Q1: 5,516 shares 5,516 $585K 0.06% -772 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,873 shares; 2025Q3: 15,930 shares; 2025Q4: 15,999 shares; 2026Q1: 15,999 shares 15,999 $579K 0.06% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,673 shares; 2025Q1: 1,678 shares; 2025Q2: 1,651 shares; 2025Q3: 1,590 shares; 2025Q4: 1,592 shares; 2026Q1: 1,585 shares 1,585 $576K 0.06% -7 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 3,127 shares; 2026Q1: 3,792 shares 3,792 $570K 0.06% +665 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,571 shares; 2024Q4: not reported; 2025Q1: 28,571 shares; 2025Q2: 29,088 shares; 2025Q3: 29,088 shares; 2025Q4: 29,217 shares; 2026Q1: 29,217 shares 29,217 $569K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 846 shares; 2025Q1: 976 shares; 2025Q2: 1,038 shares; 2025Q3: 1,104 shares; 2025Q4: 1,371 shares; 2026Q1: 1,528 shares 1,528 $544K 0.06% +157 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 12,556 shares; 2025Q1: 12,078 shares; 2025Q2: 12,087 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,881 shares 11,881 $542K 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,352 shares; 2025Q1: 5,198 shares; 2025Q2: 5,257 shares; 2025Q3: 3,907 shares; 2025Q4: 4,052 shares; 2026Q1: 4,705 shares 4,705 $534K 0.06% +653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 2,016 shares; 2025Q4: 2,231 shares; 2026Q1: 2,151 shares 2,151 $531K 0.06% -80 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: 15,244 shares; 2024Q4: 13,597 shares; 2025Q1: 14,740 shares; 2025Q2: 10,291 shares; 2025Q3: 9,963 shares; 2025Q4: 10,474 shares; 2026Q1: 11,933 shares 11,933 $527K 0.06% +1,459 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: 1,842 shares; 2024Q4: 2,665 shares; 2025Q1: 2,738 shares; 2025Q2: 2,898 shares; 2025Q3: 3,176 shares; 2025Q4: 3,793 shares; 2026Q1: 4,039 shares 4,039 $525K 0.05% +246 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: 2,920 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 4,460 shares; 2025Q3: 4,484 shares; 2025Q4: 8,296 shares; 2026Q1: 8,560 shares 8,560 $524K 0.05% +264 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: 9,885 shares; 2025Q2: 10,505 shares; 2025Q3: 10,887 shares; 2025Q4: 11,217 shares; 2026Q1: 12,817 shares 12,817 $524K 0.05% +1,600 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: 1,561 shares; 2024Q4: 1,417 shares; 2025Q1: 1,685 shares; 2025Q2: 1,912 shares; 2025Q3: 2,132 shares; 2025Q4: 2,550 shares; 2026Q1: 2,797 shares 2,797 $522K 0.05% +247 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: 1,179 shares; 2024Q4: 1,476 shares; 2025Q1: 2,247 shares; 2025Q2: 3,379 shares; 2025Q3: 3,804 shares; 2025Q4: 4,093 shares; 2026Q1: 2,468 shares 2,468 $518K 0.05% -1,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,546 shares; 2025Q4: 4,028 shares; 2026Q1: 7,631 shares 7,631 $504K 0.05% +3,603 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,369 shares; 2025Q3: 1,458 shares; 2025Q4: 1,606 shares; 2026Q1: 1,766 shares 1,766 $501K 0.05% +160 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,982 shares; 2026Q1: 28,982 shares 28,982 $496K 0.05% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,285 shares; 2026Q1: 18,883 shares 18,883 $492K 0.05% +2,598 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,611 shares; 2025Q1: 4,611 shares; 2025Q2: 4,215 shares; 2025Q3: 4,151 shares; 2025Q4: 4,151 shares; 2026Q1: 4,151 shares 4,151 $488K 0.05% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,564 shares; 2025Q3: 18,966 shares; 2025Q4: 19,309 shares; 2026Q1: 19,309 shares 19,309 $488K 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 368 shares; 2025Q4: 916 shares; 2026Q1: 1,128 shares 1,128 $479K 0.05% +212 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 633 shares; 2025Q4: 720 shares; 2026Q1: 984 shares 984 $477K 0.05% +264 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,202 shares; 2025Q3: 22,723 shares; 2025Q4: 22,658 shares; 2026Q1: 22,658 shares 22,658 $474K 0.05% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,828 shares; 2025Q1: 6,648 shares; 2025Q2: 6,369 shares; 2025Q3: 4,966 shares; 2025Q4: 5,093 shares; 2026Q1: 3,452 shares 3,452 $474K 0.05% -1,641 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,337 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,099 shares; 2025Q4: 2,332 shares; 2026Q1: 1,305 shares 1,305 $467K 0.05% -1,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,003 shares; 2025Q4: 2,154 shares; 2026Q1: 1,861 shares 1,861 $466K 0.05% -293 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: not reported; 2024Q4: not reported; 2025Q1: 7,129 shares; 2025Q2: 9,750 shares; 2025Q3: 9,632 shares; 2025Q4: 7,673 shares; 2026Q1: 9,072 shares 9,072 $466K 0.05% +1,399 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,257 shares; 2026Q1: 8,152 shares 8,152 $464K 0.05% +895 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: 6,332 shares; 2024Q4: 6,064 shares; 2025Q1: 6,163 shares; 2025Q2: 6,155 shares; 2025Q3: 6,215 shares; 2025Q4: 6,226 shares; 2026Q1: 6,358 shares 6,358 $460K 0.05% +132 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,060 shares 20,060 $460K 0.05% new Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,918 shares 11,918 $458K 0.05% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,705 shares; 2025Q1: 4,723 shares; 2025Q2: 4,107 shares; 2025Q3: 4,116 shares; 2025Q4: 4,342 shares; 2026Q1: 4,286 shares 4,286 $458K 0.05% -56 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: 3,004 shares; 2024Q4: 1,796 shares; 2025Q1: 1,827 shares; 2025Q2: 2,024 shares; 2025Q3: 2,193 shares; 2025Q4: 2,145 shares; 2026Q1: 1,865 shares 1,865 $453K 0.05% -280 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: not reported; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 4,792 shares; 2025Q3: 4,336 shares; 2025Q4: 5,897 shares; 2026Q1: 5,176 shares 5,176 $449K 0.05% -721 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: not reported; 2025Q3: 4,974 shares; 2025Q4: 5,018 shares; 2026Q1: 4,970 shares 4,970 $449K 0.05% -48 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: not reported; 2024Q4: not reported; 2025Q1: 2,616 shares; 2025Q2: 2,632 shares; 2025Q3: 2,597 shares; 2025Q4: 2,641 shares; 2026Q1: 2,642 shares 2,642 $447K 0.05% +1 Timeline XTN 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $446K 0.05% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,413 shares; 2024Q4: 28,783 shares; 2025Q1: 29,398 shares; 2025Q2: 38,563 shares; 2025Q3: 38,665 shares; 2025Q4: 38,994 shares; 2026Q1: 37,794 shares 37,794 $436K 0.05% -1,200 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,386 shares 18,386 $428K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923 shares; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 1,342 shares 1,342 $427K 0.04% +281 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: 1,752 shares; 2026Q1: 1,990 shares 1,990 $425K 0.04% +238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,656 shares 50,656 $424K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,632 shares; 2025Q2: 5,010 shares; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 5,057 shares 5,057 $418K 0.04% +1,475 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,834 shares; 2025Q1: 7,936 shares; 2025Q2: 7,991 shares; 2025Q3: 6,816 shares; 2025Q4: 7,836 shares; 2026Q1: 6,287 shares 6,287 $417K 0.04% -1,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,305 shares 36,305 $409K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,646 shares; 2026Q1: 12,125 shares 12,125 $407K 0.04% +479 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 225 shares; 2025Q4: 237 shares; 2026Q1: 275 shares 275 $405K 0.04% +38 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: 776 shares; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 503 shares; 2025Q3: 664 shares; 2025Q4: 647 shares; 2026Q1: 706 shares 706 $398K 0.04% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,050 shares 2,050 $394K 0.04% new 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: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,464 shares; 2025Q2: 1,477 shares; 2025Q3: 1,434 shares; 2025Q4: 1,387 shares; 2026Q1: 1,423 shares 1,423 $385K 0.04% +36 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,030 shares; 2026Q1: 4,080 shares 4,080 $384K 0.04% +1,050 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,934 shares 1,934 $382K 0.04% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares; 2025Q3: 3,349 shares; 2025Q4: 3,192 shares; 2026Q1: 5,064 shares 5,064 $380K 0.04% +1,872 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: 738 shares; 2024Q4: 724 shares; 2025Q1: 769 shares; 2025Q2: 725 shares; 2025Q3: 767 shares; 2025Q4: not reported; 2026Q1: 1,742 shares 1,742 $377K 0.04% new 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: 3,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,794 shares; 2025Q4: 4,427 shares; 2026Q1: 3,258 shares 3,258 $375K 0.04% -1,169 Timeline VT 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: 1,810 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,887 shares; 2025Q4: 1,890 shares; 2026Q1: 2,691 shares 2,691 $372K 0.04% +801 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,030 shares; 2025Q4: not reported; 2026Q1: 11,916 shares 11,916 $372K 0.04% new 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: 29,004 shares; 2024Q4: 25,113 shares; 2025Q1: 13,530 shares; 2025Q2: 8,551 shares; 2025Q3: 8,188 shares; 2025Q4: 9,305 shares; 2026Q1: 13,204 shares 13,204 $371K 0.04% +3,899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 824 shares; 2025Q3: 835 shares; 2025Q4: 851 shares; 2026Q1: 1,332 shares 1,332 $370K 0.04% +481 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,439 shares; 2026Q1: 3,504 shares 3,504 $368K 0.04% +1,065 Timeline CBLL CERIBELL INC More: the full row for CERIBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,063 shares; 2025Q4: 20,063 shares; 2026Q1: 20,063 shares 20,063 $368K 0.04% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 2,109 shares; 2025Q1: 2,144 shares; 2025Q2: 2,166 shares; 2025Q3: 3,088 shares; 2025Q4: 3,176 shares; 2026Q1: 2,337 shares 2,337 $368K 0.04% -839 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,956 shares; 2025Q1: 1,966 shares; 2025Q2: 1,844 shares; 2025Q3: 1,792 shares; 2025Q4: 1,824 shares; 2026Q1: 1,813 shares 1,813 $355K 0.04% -11 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,106 shares; 2025Q1: 3,190 shares; 2025Q2: 3,180 shares; 2025Q3: 2,563 shares; 2025Q4: 2,938 shares; 2026Q1: 3,056 shares 3,056 $354K 0.04% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 761 shares; 2026Q1: 898 shares 898 $351K 0.04% +137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,627 shares; 2026Q1: 5,951 shares 5,951 $350K 0.04% +324 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: 406 shares; 2024Q4: 381 shares; 2025Q1: 395 shares; 2025Q2: 378 shares; 2025Q3: 374 shares; 2025Q4: 379 shares; 2026Q1: 404 shares 404 $349K 0.04% +25 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,380 shares; 2025Q3: 1,047 shares; 2025Q4: 1,076 shares; 2026Q1: 1,045 shares 1,045 $349K 0.04% -31 Timeline RSPT 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $339K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,659 shares; 2025Q3: 3,499 shares; 2025Q4: 3,747 shares; 2026Q1: 4,103 shares 4,103 $335K 0.04% +356 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 2,828 shares; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares 2,528 $335K 0.04% 0 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: 524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 591 shares; 2026Q1: 619 shares 619 $334K 0.03% +28 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,614 shares; 2025Q1: 1,578 shares; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,579 shares; 2026Q1: 1,603 shares 1,603 $333K 0.03% +24 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,791 shares 4,791 $331K 0.03% new 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: 780 shares; 2024Q4: 619 shares; 2025Q1: 585 shares; 2025Q2: 571 shares; 2025Q3: 724 shares; 2025Q4: 702 shares; 2026Q1: 759 shares 759 $329K 0.03% +57 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $326K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 897 shares; 2025Q1: 965 shares; 2025Q2: 1,093 shares; 2025Q3: 1,089 shares; 2025Q4: 1,265 shares; 2026Q1: 1,370 shares 1,370 $324K 0.03% +105 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: 473 shares; 2024Q4: 486 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 423 shares; 2025Q4: 433 shares; 2026Q1: 472 shares 472 $322K 0.03% +39 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 1,865 shares; 2026Q1: 1,770 shares 1,770 $321K 0.03% -95 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 5,029 shares; 2025Q4: 5,133 shares; 2026Q1: 5,380 shares 5,380 $318K 0.03% +247 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: 1,067 shares; 2024Q4: 705 shares; 2025Q1: 720 shares; 2025Q2: 768 shares; 2025Q3: 688 shares; 2025Q4: 683 shares; 2026Q1: 727 shares 727 $317K 0.03% +44 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,204 shares 22,204 $316K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,210 shares; 2025Q1: 2,489 shares; 2025Q2: 2,302 shares; 2025Q3: 2,204 shares; 2025Q4: 2,687 shares; 2026Q1: 2,421 shares 2,421 $312K 0.03% -266 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,171 shares; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 2,773 shares; 2025Q4: 2,398 shares; 2026Q1: 2,376 shares 2,376 $312K 0.03% -22 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,190 shares; 2026Q1: 1,164 shares 1,164 $309K 0.03% -26 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,559 shares 4,559 $306K 0.03% new 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: 1,546 shares; 2024Q4: 1,477 shares; 2025Q1: 1,502 shares; 2025Q2: 1,586 shares; 2025Q3: 1,346 shares; 2025Q4: 1,334 shares; 2026Q1: 1,504 shares 1,504 $306K 0.03% +170 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 852 shares; 2026Q1: 1,024 shares 1,024 $302K 0.03% +172 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 12,092 shares; 2025Q4: 6,780 shares; 2026Q1: 9,001 shares 9,001 $299K 0.03% +2,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,603 shares 4,603 $293K 0.03% new Timeline DFAT 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: 6,005 shares; 2024Q4: 4,686 shares; 2025Q1: 4,686 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,686 shares; 2026Q1: 4,686 shares 4,686 $293K 0.03% 0 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: 1,250 shares; 2024Q4: 1,069 shares; 2025Q1: 1,117 shares; 2025Q2: 1,141 shares; 2025Q3: 1,006 shares; 2025Q4: 1,081 shares; 2026Q1: 999 shares 999 $293K 0.03% -82 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: 6,159 shares; 2024Q4: 6,135 shares; 2025Q1: 6,162 shares; 2025Q2: 6,134 shares; 2025Q3: 6,138 shares; 2025Q4: 5,991 shares; 2026Q1: 6,292 shares 6,292 $285K 0.03% +301 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,800 shares; 2024Q4: 6,045 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,760 shares; 2026Q1: 5,685 shares 5,685 $284K 0.03% -75 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: 3,114 shares; 2024Q4: 2,870 shares; 2025Q1: 3,017 shares; 2025Q2: 2,954 shares; 2025Q3: 2,590 shares; 2025Q4: 2,643 shares; 2026Q1: 2,943 shares 2,943 $284K 0.03% +300 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 2,569 shares; 2026Q1: 3,043 shares 3,043 $281K 0.03% +474 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: 764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 997 shares; 2026Q1: 1,077 shares 1,077 $280K 0.03% +80 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,868 shares; 2026Q1: 2,767 shares 2,767 $279K 0.03% -101 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,431 shares 3,431 $276K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,339 shares; 2025Q1: 2,764 shares; 2025Q2: 2,601 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,033 shares 3,033 $272K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,066 shares; 2026Q1: 14,066 shares 14,066 $271K 0.03% 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: 744 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 853 shares 853 $268K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,579 shares; 2026Q1: 3,664 shares 3,664 $267K 0.03% +85 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: 3,386 shares; 2024Q4: 3,371 shares; 2025Q1: 3,241 shares; 2025Q2: 3,120 shares; 2025Q3: 603 shares; 2025Q4: 3,309 shares; 2026Q1: 618 shares 618 $266K 0.03% -2,691 Timeline EMLP 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: 18,723 shares; 2024Q4: 18,864 shares; 2025Q1: 19,015 shares; 2025Q2: 19,168 shares; 2025Q3: 14,485 shares; 2025Q4: 14,597 shares; 2026Q1: 6,083 shares 6,083 $266K 0.03% -8,514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: 472 shares 472 $265K 0.03% +145 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,582 shares; 2025Q1: 1,532 shares; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 1,657 shares; 2026Q1: 1,526 shares 1,526 $265K 0.03% -131 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: not reported; 2024Q4: not reported; 2025Q1: 4,810 shares; 2025Q2: 4,825 shares; 2025Q3: 3,910 shares; 2025Q4: 4,414 shares; 2026Q1: 3,666 shares 3,666 $263K 0.03% -748 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: 3,323 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,823 shares; 2025Q3: 1,219 shares; 2025Q4: 2,993 shares; 2026Q1: 1,220 shares 1,220 $262K 0.03% -1,773 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241 shares; 2025Q3: 1,319 shares; 2025Q4: 1,186 shares; 2026Q1: 1,239 shares 1,239 $262K 0.03% +53 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares 668 $262K 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 385 shares; 2026Q1: 354 shares 354 $262K 0.03% -31 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,085 shares; 2025Q1: 4,210 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares; 2026Q1: 4,193 shares 4,193 $258K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,497 shares; 2025Q1: 3,927 shares; 2025Q2: 4,357 shares; 2025Q3: 4,015 shares; 2025Q4: 3,602 shares; 2026Q1: 1,288 shares 1,288 $255K 0.03% -2,314 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: 371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 341 shares; 2026Q1: 350 shares 350 $255K 0.03% +9 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares; 2026Q1: 5,156 shares 5,156 $255K 0.03% +1,393 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: 1,530 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares 1,736 $255K 0.03% 0 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: 3,299 shares; 2024Q4: 3,190 shares; 2025Q1: 3,238 shares; 2025Q2: 3,307 shares; 2025Q3: 2,908 shares; 2025Q4: 2,702 shares; 2026Q1: 2,878 shares 2,878 $245K 0.03% +176 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: 2,741 shares; 2024Q4: 2,103 shares; 2025Q1: 2,057 shares; 2025Q2: 2,072 shares; 2025Q3: 2,406 shares; 2025Q4: 2,650 shares; 2026Q1: 2,060 shares 2,060 $244K 0.03% -590 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $241K 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 1,124 shares; 2025Q4: 1,212 shares; 2026Q1: 1,371 shares 1,371 $241K 0.03% +159 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245 shares 245 $240K 0.03% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,040 shares; 2025Q1: 9,840 shares; 2025Q2: 9,820 shares; 2025Q3: 9,500 shares; 2025Q4: 9,000 shares; 2026Q1: 6,500 shares 6,500 $239K 0.03% -2,500 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,176 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares 1,038 $239K 0.03% new 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: 4,320 shares; 2024Q4: 2,946 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 3,082 shares; 2025Q4: 3,044 shares; 2026Q1: 2,977 shares 2,977 $238K 0.02% -67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 223 shares; 2026Q1: 222 shares 222 $237K 0.02% -1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,181 shares; 2025Q1: 2,412 shares; 2025Q2: 2,476 shares; 2025Q3: 837 shares; 2025Q4: 940 shares; 2026Q1: 813 shares 813 $236K 0.02% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 1,075 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $234K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares; 2025Q2: 2,128 shares; 2025Q3: 2,187 shares; 2025Q4: 2,222 shares; 2026Q1: 2,202 shares 2,202 $234K 0.02% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,638 shares; 2026Q1: 2,660 shares 2,660 $230K 0.02% +22 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: 2,033 shares; 2024Q4: 1,997 shares; 2025Q1: 1,937 shares; 2025Q2: 1,886 shares; 2025Q3: 1,631 shares; 2025Q4: 1,664 shares; 2026Q1: 1,693 shares 1,693 $229K 0.02% +29 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,999 shares; 2024Q4: 11,999 shares; 2025Q1: 11,999 shares; 2025Q2: 11,999 shares; 2025Q3: 11,999 shares; 2025Q4: 11,999 shares; 2026Q1: 11,999 shares 11,999 $229K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,049 shares; 2025Q4: 1,162 shares; 2026Q1: 1,149 shares 1,149 $229K 0.02% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares; 2026Q1: 2,316 shares 2,316 $226K 0.02% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,717 shares 10,717 $222K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares 412 $222K 0.02% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares 2,650 $221K 0.02% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 13,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,144 shares; 2025Q4: 13,162 shares; 2026Q1: 13,162 shares 13,162 $220K 0.02% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $217K 0.02% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,090 shares; 2025Q4: 4,173 shares; 2026Q1: 4,295 shares 4,295 $215K 0.02% +122 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663 shares 663 $214K 0.02% new 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: not reported; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,491 shares; 2025Q4: 1,455 shares; 2026Q1: 1,472 shares 1,472 $214K 0.02% +17 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: 4,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,965 shares 2,965 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares 886 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 585 shares 585 $210K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares 1,538 $209K 0.02% new 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: 2,070 shares; 2024Q4: 1,840 shares; 2025Q1: 1,909 shares; 2025Q2: 1,908 shares; 2025Q3: 1,990 shares; 2025Q4: 2,001 shares; 2026Q1: 1,930 shares 1,930 $209K 0.02% -71 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,358 shares 1,358 $207K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 956 shares 956 $207K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: not reported; 2026Q1: 61 shares 61 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,088 shares 4,088 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,271 shares 1,271 $206K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 187 shares 187 $204K 0.02% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 3,837 shares; 2026Q1: 3,837 shares 3,837 $202K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,312 shares 5,312 $201K 0.02% new Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares; 2026Q1: 1,150 shares 1,150 $200K 0.02% +147 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,783 shares; 2026Q1: 27,401 shares 27,401 $186K 0.02% +1,618 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,250 shares 11,250 $153K 0.02% new Timeline GEMI GEMINI SPACE STA INC More: the full row for GEMINI SPACE STA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,784 shares 32,784 $145K 0.02% new Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,620 shares; 2025Q4: 23,620 shares; 2026Q1: 23,620 shares 23,620 $134K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,092 shares 10,092 $101K 0.01% new Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,908 shares; 2025Q2: 99,908 shares; 2025Q3: 49,954 shares; 2025Q4: 49,954 shares; 2026Q1: 49,954 shares 49,954 $90.9K 0.01% 0 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,356 shares 10,356 $87.9K 0.01% new Timeline