BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,058,290 shares; 2024Q4: 4,013,228 shares; 2025Q1: 4,253,174 shares; 2025Q2: 3,959,449 shares; 2025Q3: 3,971,235 shares; 2025Q4: 3,987,615 shares; 2026Q1: 4,013,056 shares 4,013,056 $112M 5.29% +25,441 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629,162 shares; 2026Q1: 1,007,149 shares 1,007,149 $85.4M 4.02% +377,987 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: 311,500 shares; 2024Q4: 309,098 shares; 2025Q1: 311,061 shares; 2025Q2: 314,217 shares; 2025Q3: 340,655 shares; 2025Q4: 332,262 shares; 2026Q1: 330,340 shares 330,340 $83.8M 3.95% -1,922 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: 219,735 shares; 2024Q4: 217,315 shares; 2025Q1: 224,862 shares; 2025Q2: 228,228 shares; 2025Q3: 206,819 shares; 2025Q4: 199,183 shares; 2026Q1: 195,034 shares 195,034 $56.1M 2.64% -4,149 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: 115,680 shares; 2024Q4: 114,584 shares; 2025Q1: 121,506 shares; 2025Q2: 121,970 shares; 2025Q3: 137,285 shares; 2025Q4: 132,659 shares; 2026Q1: 136,503 shares 136,503 $50.5M 2.38% +3,844 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: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 143,904 shares; 2025Q2: 149,817 shares; 2025Q3: 147,557 shares; 2025Q4: 149,240 shares; 2026Q1: 259,725 shares 259,725 $45.3M 2.13% +110,485 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726,258 shares; 2026Q1: 1,179,653 shares 1,179,653 $42.4M 2% +453,395 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: 301,537 shares; 2024Q4: 297,580 shares; 2025Q1: 303,689 shares; 2025Q2: 308,595 shares; 2025Q3: 309,209 shares; 2025Q4: 304,638 shares; 2026Q1: 301,809 shares 301,809 $39.6M 1.86% -2,829 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,526 shares; 2024Q4: 325,237 shares; 2025Q1: 342,183 shares; 2025Q2: 353,620 shares; 2025Q3: 359,892 shares; 2025Q4: 355,868 shares; 2026Q1: 360,533 shares 360,533 $35M 1.65% +4,665 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: 115,399 shares; 2024Q4: 114,156 shares; 2025Q1: 155,018 shares; 2025Q2: 155,931 shares; 2025Q3: 155,076 shares; 2025Q4: 154,341 shares; 2026Q1: 162,266 shares 162,266 $33.8M 1.59% +7,925 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: 341,970 shares; 2024Q4: 337,109 shares; 2025Q1: 345,731 shares; 2025Q2: 353,005 shares; 2025Q3: 345,775 shares; 2025Q4: 338,543 shares; 2026Q1: 343,371 shares 343,371 $33.1M 1.56% +4,828 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: not reported; 2025Q1: 267,707 shares; 2025Q2: 288,780 shares; 2025Q3: 283,892 shares; 2025Q4: 267,693 shares; 2026Q1: 266,669 shares 266,669 $32.7M 1.54% -1,024 Timeline GRPM 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: 168,499 shares; 2026Q1: 275,176 shares 275,176 $32.5M 1.53% +106,677 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,681 shares; 2024Q4: 362,319 shares; 2025Q1: 379,354 shares; 2025Q2: 385,120 shares; 2025Q3: 387,540 shares; 2025Q4: 380,385 shares; 2026Q1: 382,547 shares 382,547 $31.3M 1.48% +2,162 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,145 shares; 2024Q4: 501,566 shares; 2025Q1: 646,615 shares; 2025Q2: 667,015 shares; 2025Q3: 640,865 shares; 2025Q4: 642,640 shares; 2026Q1: 645,903 shares 645,903 $29.7M 1.4% +3,263 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: 110,531 shares; 2024Q4: 108,908 shares; 2025Q1: 108,579 shares; 2025Q2: 106,815 shares; 2025Q3: 107,423 shares; 2025Q4: 103,111 shares; 2026Q1: 100,625 shares 100,625 $29.4M 1.38% -2,486 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314,619 shares; 2026Q1: 309,479 shares 309,479 $28.2M 1.33% -5,140 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: 215,351 shares; 2026Q1: 346,311 shares 346,311 $27.9M 1.31% +130,960 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: not reported; 2024Q4: not reported; 2025Q1: 546,920 shares; 2025Q2: 574,281 shares; 2025Q3: 581,832 shares; 2025Q4: 568,255 shares; 2026Q1: 596,763 shares 596,763 $27.7M 1.31% +28,508 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,654 shares; 2024Q4: 369,253 shares; 2025Q1: 357,393 shares; 2025Q2: 152,556 shares; 2025Q3: 148,520 shares; 2025Q4: 139,427 shares; 2026Q1: 133,634 shares 133,634 $27.1M 1.28% -5,793 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510,473 shares; 2026Q1: 685,207 shares 685,207 $27M 1.27% +174,734 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: 275,667 shares; 2024Q4: 271,644 shares; 2025Q1: 277,875 shares; 2025Q2: 278,898 shares; 2025Q3: 282,245 shares; 2025Q4: 153,763 shares; 2026Q1: 150,662 shares 150,662 $25.6M 1.2% -3,101 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: 187,810 shares; 2024Q4: 185,223 shares; 2025Q1: 181,376 shares; 2025Q2: 116,430 shares; 2025Q3: 117,806 shares; 2025Q4: 119,448 shares; 2026Q1: 121,411 shares 121,411 $25.2M 1.19% +1,963 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: 90,611 shares; 2024Q4: 90,398 shares; 2025Q1: 109,004 shares; 2025Q2: 116,006 shares; 2025Q3: 121,317 shares; 2025Q4: 125,359 shares; 2026Q1: 130,394 shares 130,394 $25M 1.18% +5,035 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,153 shares; 2024Q4: 249,222 shares; 2025Q1: 263,198 shares; 2025Q2: 273,103 shares; 2025Q3: 273,127 shares; 2025Q4: 270,487 shares; 2026Q1: 265,620 shares 265,620 $24.9M 1.17% -4,867 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: 62,116 shares; 2024Q4: 61,215 shares; 2025Q1: 68,540 shares; 2025Q2: 70,442 shares; 2025Q3: 52,346 shares; 2025Q4: 52,196 shares; 2026Q1: 43,153 shares 43,153 $24.7M 1.16% -9,043 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: 235,370 shares; 2024Q4: 233,015 shares; 2025Q1: 231,771 shares; 2025Q2: 228,501 shares; 2025Q3: 227,800 shares; 2025Q4: 222,762 shares; 2026Q1: 156,357 shares 156,357 $24.6M 1.16% -66,405 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: 324,531 shares; 2024Q4: 319,082 shares; 2025Q1: 341,014 shares; 2025Q2: 337,773 shares; 2025Q3: 337,837 shares; 2025Q4: 325,225 shares; 2026Q1: 315,078 shares 315,078 $24M 1.13% -10,147 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,366 shares; 2024Q4: 109,566 shares; 2025Q1: 222,342 shares; 2025Q2: 221,336 shares; 2025Q3: 218,514 shares; 2025Q4: 208,483 shares; 2026Q1: 205,026 shares 205,026 $23M 1.09% -3,457 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: 348,136 shares; 2024Q4: 344,142 shares; 2025Q1: 344,105 shares; 2025Q2: 336,904 shares; 2025Q3: 199,887 shares; 2025Q4: 192,317 shares; 2026Q1: 184,373 shares 184,373 $22.9M 1.08% -7,944 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: 824,662 shares; 2024Q4: 814,231 shares; 2025Q1: 635,977 shares; 2025Q2: 436,461 shares; 2025Q3: 441,040 shares; 2025Q4: 438,363 shares; 2026Q1: 451,027 shares 451,027 $22.6M 1.07% +12,664 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: 81,341 shares; 2024Q4: 80,256 shares; 2025Q1: 81,440 shares; 2025Q2: 79,774 shares; 2025Q3: 79,140 shares; 2025Q4: 75,092 shares; 2026Q1: 74,739 shares 74,739 $22.6M 1.06% -353 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: 284,917 shares; 2024Q4: 283,125 shares; 2025Q1: 273,285 shares; 2025Q2: 265,119 shares; 2025Q3: 259,599 shares; 2025Q4: 241,312 shares; 2026Q1: 236,327 shares 236,327 $22.2M 1.05% -4,985 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: 97,251 shares; 2024Q4: 97,033 shares; 2025Q1: 116,506 shares; 2025Q2: 121,224 shares; 2025Q3: 130,831 shares; 2025Q4: 166,498 shares; 2026Q1: 144,903 shares 144,903 $21.9M 1.03% -21,595 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: 165,119 shares; 2024Q4: 163,175 shares; 2025Q1: 172,195 shares; 2025Q2: 179,121 shares; 2025Q3: 189,758 shares; 2025Q4: 187,490 shares; 2026Q1: 181,047 shares 181,047 $21.8M 1.03% -6,443 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,499 shares; 2024Q4: 532,865 shares; 2025Q1: 567,458 shares; 2025Q2: 344,186 shares; 2025Q3: 344,895 shares; 2025Q4: 336,916 shares; 2026Q1: 340,761 shares 340,761 $21.1M 0.99% +3,845 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: 344,531 shares; 2024Q4: 338,565 shares; 2025Q1: 345,787 shares; 2025Q2: 338,043 shares; 2025Q3: 338,941 shares; 2025Q4: 318,362 shares; 2026Q1: 307,369 shares 307,369 $20.3M 0.96% -10,993 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,522 shares; 2024Q4: 201,091 shares; 2025Q1: 209,494 shares; 2025Q2: 213,618 shares; 2025Q3: 218,932 shares; 2025Q4: 223,539 shares; 2026Q1: 223,926 shares 223,926 $20.2M 0.95% +387 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,796 shares; 2024Q4: 90,423 shares; 2025Q1: 59,844 shares; 2025Q2: 59,957 shares; 2025Q3: 59,609 shares; 2025Q4: 58,049 shares; 2026Q1: 56,962 shares 56,962 $20M 0.94% -1,087 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: 36,420 shares; 2025Q2: 36,391 shares; 2025Q3: 35,832 shares; 2025Q4: 33,737 shares; 2026Q1: 34,816 shares 34,816 $19.6M 0.92% +1,079 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,681 shares; 2025Q2: 502,882 shares; 2025Q3: 513,458 shares; 2025Q4: 515,515 shares; 2026Q1: 370,111 shares 370,111 $19.2M 0.91% -145,404 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,878 shares; 2024Q4: 246,796 shares; 2025Q1: 136,418 shares; 2025Q2: 135,406 shares; 2025Q3: 133,468 shares; 2025Q4: 129,063 shares; 2026Q1: 125,512 shares 125,512 $19.2M 0.9% -3,551 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153,026 shares; 2025Q4: 147,441 shares; 2026Q1: 143,529 shares 143,529 $18.8M 0.89% -3,912 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: 17,425 shares; 2024Q4: 17,425 shares; 2025Q1: 36,710 shares; 2025Q2: 37,057 shares; 2025Q3: 38,074 shares; 2025Q4: 37,914 shares; 2026Q1: 38,239 shares 38,239 $18.8M 0.89% +325 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,068 shares; 2024Q4: 17,817 shares; 2025Q1: 20,360 shares; 2025Q2: 21,482 shares; 2025Q3: 24,219 shares; 2025Q4: 24,442 shares; 2026Q1: 23,930 shares 23,930 $18.5M 0.87% -512 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,437 shares; 2024Q4: 233,591 shares; 2025Q1: 233,638 shares; 2025Q2: 232,628 shares; 2025Q3: 234,958 shares; 2025Q4: 227,238 shares; 2026Q1: 226,100 shares 226,100 $18.3M 0.86% -1,138 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: not reported; 2024Q4: not reported; 2025Q1: 7,619 shares; 2025Q2: 7,592 shares; 2025Q3: 10,156 shares; 2025Q4: 9,286 shares; 2026Q1: 10,319 shares 10,319 $17.8M 0.84% +1,033 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: 278,218 shares; 2024Q4: 274,094 shares; 2025Q1: 271,210 shares; 2025Q2: 139,353 shares; 2025Q3: 139,517 shares; 2025Q4: 139,517 shares; 2026Q1: 107,376 shares 107,376 $17.8M 0.84% -32,141 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,488 shares; 2024Q4: 34,177 shares; 2025Q1: 129,415 shares; 2025Q2: 132,520 shares; 2025Q3: 132,497 shares; 2025Q4: 120,516 shares; 2026Q1: 136,431 shares 136,431 $17.2M 0.81% +15,915 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: 11,502 shares; 2024Q4: 11,409 shares; 2025Q1: 13,886 shares; 2025Q2: 14,769 shares; 2025Q3: 15,371 shares; 2025Q4: 15,959 shares; 2026Q1: 12,976 shares 12,976 $17.1M 0.81% -2,983 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241,480 shares; 2025Q2: 275,217 shares; 2025Q3: 275,807 shares; 2025Q4: 218,921 shares; 2026Q1: 317,368 shares 317,368 $16.8M 0.79% +98,447 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 121,995 shares; 2025Q3: 119,565 shares; 2025Q4: 113,196 shares; 2026Q1: 110,382 shares 110,382 $16.2M 0.77% -2,814 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: 93,350 shares; 2024Q4: 91,269 shares; 2025Q1: 91,649 shares; 2025Q2: 92,071 shares; 2025Q3: 92,646 shares; 2025Q4: 81,736 shares; 2026Q1: 93,931 shares 93,931 $16.2M 0.76% +12,195 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,485 shares; 2025Q3: 102,113 shares; 2025Q4: 96,164 shares; 2026Q1: 95,538 shares 95,538 $15.7M 0.74% -626 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: 153,609 shares; 2024Q4: 151,838 shares; 2025Q1: 157,060 shares; 2025Q2: 159,898 shares; 2025Q3: 162,693 shares; 2025Q4: 162,442 shares; 2026Q1: 121,995 shares 121,995 $15.7M 0.74% -40,447 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,071 shares; 2024Q4: 368,086 shares; 2025Q1: 392,889 shares; 2025Q2: 395,955 shares; 2025Q3: 395,859 shares; 2025Q4: 382,934 shares; 2026Q1: 266,290 shares 266,290 $15.6M 0.73% -116,644 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: 165,553 shares; 2024Q4: 163,690 shares; 2025Q1: 169,706 shares; 2025Q2: 172,415 shares; 2025Q3: 120,877 shares; 2025Q4: 118,869 shares; 2026Q1: 118,802 shares 118,802 $15.6M 0.73% -67 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,264 shares; 2024Q4: 64,105 shares; 2025Q1: 81,976 shares; 2025Q2: 87,329 shares; 2025Q3: 93,218 shares; 2025Q4: 97,455 shares; 2026Q1: 102,033 shares 102,033 $15.1M 0.71% +4,578 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: 22,718 shares; 2024Q4: 22,658 shares; 2025Q1: 27,721 shares; 2025Q2: 29,641 shares; 2025Q3: 31,329 shares; 2025Q4: 31,245 shares; 2026Q1: 33,581 shares 33,581 $14.7M 0.69% +2,336 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: 46,360 shares; 2024Q4: 45,821 shares; 2025Q1: 47,551 shares; 2025Q2: 47,727 shares; 2025Q3: 48,251 shares; 2025Q4: 47,753 shares; 2026Q1: 46,182 shares 46,182 $14.4M 0.68% -1,571 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,609 shares; 2025Q3: 64,202 shares; 2025Q4: 63,368 shares; 2026Q1: 62,938 shares 62,938 $14.2M 0.67% -430 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: 54,156 shares; 2024Q4: 53,452 shares; 2025Q1: 56,120 shares; 2025Q2: 59,105 shares; 2025Q3: 59,436 shares; 2025Q4: 59,706 shares; 2026Q1: 44,201 shares 44,201 $14.1M 0.66% -15,505 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: 57,441 shares; 2024Q4: 56,732 shares; 2025Q1: 56,504 shares; 2025Q2: 56,522 shares; 2025Q3: 19,414 shares; 2025Q4: 18,966 shares; 2026Q1: 18,390 shares 18,390 $13.6M 0.64% -576 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: 61,807 shares; 2024Q4: 61,037 shares; 2025Q1: 66,450 shares; 2025Q2: 68,427 shares; 2025Q3: 71,669 shares; 2025Q4: 64,693 shares; 2026Q1: 72,046 shares 72,046 $13.4M 0.63% +7,353 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,441 shares 43,441 $13.4M 0.63% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,124 shares; 2025Q3: 144,711 shares; 2025Q4: 142,533 shares; 2026Q1: 143,727 shares 143,727 $12.9M 0.61% +1,194 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 307,869 shares; 2025Q3: 304,331 shares; 2025Q4: 290,405 shares; 2026Q1: 295,243 shares 295,243 $12.5M 0.59% +4,838 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421,281 shares; 2025Q3: 415,554 shares; 2025Q4: 402,227 shares; 2026Q1: 408,213 shares 408,213 $12.5M 0.59% +5,986 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653,131 shares; 2025Q4: 581,040 shares; 2026Q1: 641,457 shares 641,457 $12.5M 0.59% +60,417 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131,241 shares; 2025Q2: 133,113 shares; 2025Q3: 131,776 shares; 2025Q4: 88,588 shares; 2026Q1: 136,647 shares 136,647 $12.4M 0.58% +48,059 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 269,798 shares; 2025Q2: 274,880 shares; 2025Q3: 269,364 shares; 2025Q4: 252,683 shares; 2026Q1: 249,320 shares 249,320 $12.1M 0.57% -3,363 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: not reported; 2024Q4: not reported; 2025Q1: 41,206 shares; 2025Q2: 41,235 shares; 2025Q3: 40,922 shares; 2025Q4: 40,269 shares; 2026Q1: 40,645 shares 40,645 $12M 0.56% +376 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: 10,777 shares; 2024Q4: 10,777 shares; 2025Q1: 9,874 shares; 2025Q2: 9,036 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares; 2026Q1: 163,202 shares 163,202 $11.8M 0.56% +155,962 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,171 shares; 2025Q4: 57,621 shares; 2026Q1: 72,522 shares 72,522 $11.8M 0.55% +14,901 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: 36,082 shares; 2025Q3: 39,233 shares; 2025Q4: 42,129 shares; 2026Q1: 47,164 shares 47,164 $11.3M 0.53% +5,035 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: 37,957 shares; 2024Q4: 37,438 shares; 2025Q1: 38,462 shares; 2025Q2: 19,002 shares; 2025Q3: 18,957 shares; 2025Q4: 18,752 shares; 2026Q1: 18,412 shares 18,412 $11.1M 0.52% -340 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: 27,950 shares; 2024Q4: 27,150 shares; 2025Q1: 31,209 shares; 2025Q2: 31,949 shares; 2025Q3: 30,574 shares; 2025Q4: 29,979 shares; 2026Q1: 33,464 shares 33,464 $11M 0.52% +3,485 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,560 shares; 2024Q4: 25,389 shares; 2025Q1: 40,915 shares; 2025Q2: 45,545 shares; 2025Q3: 47,330 shares; 2025Q4: 50,382 shares; 2026Q1: 52,664 shares 52,664 $10.9M 0.52% +2,282 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,286 shares; 2024Q4: 104,964 shares; 2025Q1: 115,497 shares; 2025Q2: 117,436 shares; 2025Q3: 123,305 shares; 2025Q4: 123,795 shares; 2026Q1: 125,534 shares 125,534 $10.6M 0.5% +1,739 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191,117 shares; 2025Q4: 186,550 shares; 2026Q1: 190,835 shares 190,835 $10.3M 0.48% +4,285 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 85,458 shares; 2026Q1: 130,970 shares 130,970 $10.1M 0.48% +45,512 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: 34,606 shares; 2024Q4: 34,531 shares; 2025Q1: 40,971 shares; 2025Q2: 41,226 shares; 2025Q3: 42,851 shares; 2025Q4: 44,375 shares; 2026Q1: 46,297 shares 46,297 $9.96M 0.47% +1,922 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,184 shares; 2024Q4: 75,716 shares; 2025Q1: 104,190 shares; 2025Q2: 113,895 shares; 2025Q3: 122,851 shares; 2025Q4: 102,815 shares; 2026Q1: 149,782 shares 149,782 $9.77M 0.46% +46,967 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS 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: 96,729 shares; 2025Q3: 95,773 shares; 2025Q4: 72,932 shares; 2026Q1: 107,318 shares 107,318 $9.75M 0.46% +34,386 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: not reported; 2026Q1: 112,425 shares 112,425 $9.74M 0.46% new 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: 24,473 shares; 2024Q4: 24,216 shares; 2025Q1: 22,811 shares; 2025Q2: 22,763 shares; 2025Q3: 22,791 shares; 2025Q4: 18,834 shares; 2026Q1: 20,640 shares 20,640 $9.22M 0.43% +1,806 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: 180,890 shares; 2024Q4: 179,531 shares; 2025Q1: 206,276 shares; 2025Q2: 219,790 shares; 2025Q3: 168,427 shares; 2025Q4: 169,120 shares; 2026Q1: 184,750 shares 184,750 $8.36M 0.39% +15,630 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,711 shares; 2024Q4: 19,403 shares; 2025Q1: 74,306 shares; 2025Q2: 63,389 shares; 2025Q3: 58,331 shares; 2025Q4: 174,552 shares; 2026Q1: 255,846 shares 255,846 $7.45M 0.35% +81,294 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,652 shares 185,652 $7.38M 0.35% new 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: 99,658 shares; 2024Q4: 99,658 shares; 2025Q1: 74,929 shares; 2025Q2: 74,954 shares; 2025Q3: 72,292 shares; 2025Q4: 138,686 shares; 2026Q1: 116,548 shares 116,548 $7.14M 0.34% -22,138 Timeline GARP 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: 60,038 shares; 2026Q1: 99,535 shares 99,535 $6.37M 0.3% +39,497 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,728 shares; 2025Q3: 109,546 shares; 2025Q4: 96,464 shares; 2026Q1: 106,016 shares 106,016 $6.17M 0.29% +9,552 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 30,301 shares; 2025Q4: 22,735 shares; 2026Q1: 31,266 shares 31,266 $5.93M 0.28% +8,531 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,294 shares; 2025Q2: 5,322 shares; 2025Q3: 5,325 shares; 2025Q4: 70,326 shares; 2026Q1: 8,841 shares 8,841 $5.28M 0.25% -61,485 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: 3,485 shares; 2024Q4: 3,486 shares; 2025Q1: 16,448 shares; 2025Q2: 5,882 shares; 2025Q3: 7,291 shares; 2025Q4: 9,250 shares; 2026Q1: 5,577 shares 5,577 $3.63M 0.17% -3,673 Timeline SCHO 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: 81,219 shares; 2024Q4: 81,219 shares; 2025Q1: 159,348 shares; 2025Q2: 165,009 shares; 2025Q3: 159,734 shares; 2025Q4: 158,201 shares; 2026Q1: 140,336 shares 140,336 $3.41M 0.16% -17,865 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,726 shares; 2024Q4: 41,852 shares; 2025Q1: 122,437 shares; 2025Q2: 120,311 shares; 2025Q3: 122,410 shares; 2025Q4: 124,235 shares; 2026Q1: 124,393 shares 124,393 $3.19M 0.15% +158 Timeline XMMO 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: 13,148 shares; 2026Q1: 20,198 shares 20,198 $2.93M 0.14% +7,050 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: 15,219 shares; 2024Q4: 15,049 shares; 2025Q1: 12,093 shares; 2025Q2: 12,093 shares; 2025Q3: 11,793 shares; 2025Q4: 11,186 shares; 2026Q1: 10,488 shares 10,488 $2.73M 0.13% -698 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,441 shares; 2025Q3: 71,832 shares; 2025Q4: 64,927 shares; 2026Q1: 71,558 shares 71,558 $2.59M 0.12% +6,631 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,529 shares; 2025Q1: 4,345 shares; 2025Q2: 6,004 shares; 2025Q3: 5,749 shares; 2025Q4: 6,194 shares; 2026Q1: 3,908 shares 3,908 $2.55M 0.12% -2,286 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: 49,003 shares; 2024Q4: 49,003 shares; 2025Q1: 43,266 shares; 2025Q2: 42,187 shares; 2025Q3: 41,956 shares; 2025Q4: 35,639 shares; 2026Q1: 37,587 shares 37,587 $2.54M 0.12% +1,948 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: 284,314 shares; 2024Q4: 278,358 shares; 2025Q1: 13,037 shares; 2025Q2: 12,969 shares; 2025Q3: 12,600 shares; 2025Q4: 11,433 shares; 2026Q1: 8,094 shares 8,094 $1.98M 0.09% -3,339 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: 7,092 shares; 2024Q4: 7,076 shares; 2025Q1: 6,991 shares; 2025Q2: 6,862 shares; 2025Q3: 6,863 shares; 2025Q4: 6,522 shares; 2026Q1: 6,605 shares 6,605 $1.89M 0.09% +83 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: 3,547 shares; 2024Q4: 3,497 shares; 2025Q1: 3,372 shares; 2025Q2: 3,292 shares; 2025Q3: 3,361 shares; 2025Q4: 3,586 shares; 2026Q1: 3,785 shares 3,785 $1.81M 0.09% +199 Timeline SCHV 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: 18,621 shares; 2024Q4: 18,306 shares; 2025Q1: 52,559 shares; 2025Q2: 51,725 shares; 2025Q3: 53,047 shares; 2025Q4: 54,883 shares; 2026Q1: 54,252 shares 54,252 $1.65M 0.08% -631 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,505 shares; 2024Q4: 15,505 shares; 2025Q1: 16,430 shares; 2025Q2: 16,643 shares; 2025Q3: 14,720 shares; 2025Q4: 14,723 shares; 2026Q1: 13,690 shares 13,690 $1.5M 0.07% -1,033 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: 118,369 shares; 2024Q4: 117,275 shares; 2025Q1: 118,452 shares; 2025Q2: 119,649 shares; 2025Q3: 121,010 shares; 2025Q4: 19,519 shares; 2026Q1: 9,015 shares 9,015 $1.4M 0.07% -10,504 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,368 shares; 2024Q4: 96,368 shares; 2025Q1: 96,368 shares; 2025Q2: 96,368 shares; 2025Q3: 96,368 shares; 2025Q4: 96,368 shares; 2026Q1: 96,368 shares 96,368 $1.39M 0.07% 0 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: 2,144 shares; 2024Q4: 2,144 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,113 shares; 2025Q4: 3,111 shares; 2026Q1: 3,210 shares 3,210 $1.37M 0.06% +99 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: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 3,958 shares; 2025Q2: 3,791 shares; 2025Q3: 3,760 shares; 2025Q4: 3,762 shares; 2026Q1: 3,937 shares 3,937 $1.26M 0.06% +175 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares; 2026Q1: 15,478 shares 15,478 $1.25M 0.06% +2,666 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: 5,356 shares; 2024Q4: 2,679 shares; 2025Q1: 2,942 shares; 2025Q2: 2,952 shares; 2025Q3: 3,238 shares; 2025Q4: 3,214 shares; 2026Q1: 2,738 shares 2,738 $1.18M 0.06% -476 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,496 shares; 2025Q1: 1,500 shares; 2025Q2: 1,479 shares; 2025Q3: 1,103 shares; 2025Q4: 1,098 shares; 2026Q1: 1,163 shares 1,163 $1.16M 0.05% +65 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: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 4,609 shares; 2026Q1: 4,610 shares 4,610 $1.06M 0.05% +1 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: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 8,271 shares; 2025Q2: 9,183 shares; 2025Q3: 6,949 shares; 2025Q4: 6,871 shares; 2026Q1: 6,852 shares 6,852 $897K 0.04% -19 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: 209,223 shares; 2024Q4: 205,969 shares; 2025Q1: 4,592 shares; 2025Q2: 4,511 shares; 2025Q3: 4,337 shares; 2025Q4: 3,955 shares; 2026Q1: 4,031 shares 4,031 $834K 0.04% +76 Timeline DFAC 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: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 8,995 shares; 2025Q2: 23,038 shares; 2025Q3: 23,038 shares; 2025Q4: 23,038 shares; 2026Q1: 21,073 shares 21,073 $819K 0.04% -1,965 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 983 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $812K 0.04% 0 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: 425,013 shares; 2024Q4: 419,405 shares; 2025Q1: 445,141 shares; 2025Q2: 451,897 shares; 2025Q3: 458,344 shares; 2025Q4: 181,178 shares; 2026Q1: 5,676 shares 5,676 $752K 0.04% -175,502 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: 7,464 shares; 2024Q4: 7,464 shares; 2025Q1: 7,464 shares; 2025Q2: 7,464 shares; 2025Q3: 7,464 shares; 2025Q4: 7,444 shares; 2026Q1: 7,444 shares 7,444 $739K 0.03% 0 Timeline ILCG 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: 4,783 shares; 2024Q4: 4,783 shares; 2025Q1: 4,878 shares; 2025Q2: 7,709 shares; 2025Q3: 7,709 shares; 2025Q4: 7,677 shares; 2026Q1: 7,677 shares 7,677 $733K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 10,549 shares; 2025Q1: 4,406 shares; 2025Q2: 3,970 shares; 2025Q3: 3,920 shares; 2025Q4: 4,020 shares; 2026Q1: 3,977 shares 3,977 $725K 0.03% -43 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: 10,727 shares; 2024Q4: 10,727 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,661 shares; 2025Q4: 7,781 shares; 2026Q1: 7,781 shares 7,781 $724K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 8,775 shares; 2025Q2: 8,195 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares; 2026Q1: 3,794 shares 3,794 $683K 0.03% -3,531 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: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 746 shares; 2025Q3: 766 shares; 2025Q4: 754 shares; 2026Q1: 784 shares 784 $678K 0.03% +30 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: 4,898 shares; 2024Q4: 4,898 shares; 2025Q1: 4,588 shares; 2025Q2: 4,192 shares; 2025Q3: 4,200 shares; 2025Q4: 4,267 shares; 2026Q1: 5,332 shares 5,332 $663K 0.03% +1,065 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: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,288 shares; 2025Q2: 1,227 shares; 2025Q3: 1,231 shares; 2025Q4: 1,227 shares; 2026Q1: 1,298 shares 1,298 $649K 0.03% +71 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,658 shares; 2024Q4: 9,658 shares; 2025Q1: 8,378 shares; 2025Q2: 8,288 shares; 2025Q3: 6,804 shares; 2025Q4: 6,881 shares; 2026Q1: 6,881 shares 6,881 $638K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,414 shares; 2024Q4: 18,414 shares; 2025Q1: 10,470 shares; 2025Q2: 10,470 shares; 2025Q3: 9,630 shares; 2025Q4: 9,540 shares; 2026Q1: 6,715 shares 6,715 $627K 0.03% -2,825 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: 7,281 shares; 2024Q4: 7,281 shares; 2025Q1: 6,995 shares; 2025Q2: 6,904 shares; 2025Q3: 6,878 shares; 2025Q4: 6,935 shares; 2026Q1: 6,910 shares 6,910 $607K 0.03% -25 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: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 2,118 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 2,096 shares 2,096 $602K 0.03% +2 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,200 shares; 2025Q2: not reported; 2025Q3: 100,450 shares; 2025Q4: not reported; 2026Q1: 115,450 shares 115,450 $597K 0.03% new 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: 2,599 shares; 2024Q4: 2,599 shares; 2025Q1: 3,657 shares; 2025Q2: 3,807 shares; 2025Q3: 2,366 shares; 2025Q4: 2,343 shares; 2026Q1: 2,422 shares 2,422 $592K 0.03% +79 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: 902 shares; 2024Q4: 902 shares; 2025Q1: 1,017 shares; 2025Q2: 867 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 817 shares 817 $579K 0.03% +50 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: 4,088 shares; 2024Q4: 4,066 shares; 2025Q1: 3,982 shares; 2025Q2: 4,074 shares; 2025Q3: 3,780 shares; 2025Q4: 3,790 shares; 2026Q1: 3,741 shares 3,741 $540K 0.03% -49 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,800 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 12,287 shares; 2026Q1: 12,287 shares 12,287 $501K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 5,086 shares 5,086 $494K 0.02% +2,936 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,094 shares; 2024Q4: 309,922 shares; 2025Q1: 333,723 shares; 2025Q2: 342,838 shares; 2025Q3: 348,628 shares; 2025Q4: 132,771 shares; 2026Q1: 4,118 shares 4,118 $488K 0.02% -128,653 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 4,328 shares; 2025Q1: 5,857 shares; 2025Q2: 6,887 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares; 2026Q1: 4,513 shares 4,513 $477K 0.02% +12 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: 5,541 shares; 2024Q4: 5,542 shares; 2025Q1: 5,514 shares; 2025Q2: 5,239 shares; 2025Q3: 4,778 shares; 2025Q4: 4,836 shares; 2026Q1: 4,681 shares 4,681 $451K 0.02% -155 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,604 shares; 2025Q4: 5,249 shares; 2026Q1: 10,333 shares 10,333 $434K 0.02% +5,084 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 710 shares; 2025Q2: 703 shares; 2025Q3: 826 shares; 2025Q4: 723 shares; 2026Q1: 718 shares 718 $426K 0.02% -5 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,612 shares; 2025Q4: 1,568 shares; 2026Q1: 1,735 shares 1,735 $421K 0.02% +167 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: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 2,817 shares 2,817 $414K 0.02% -1,008 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 6,314 shares; 2026Q1: 5,919 shares 5,919 $394K 0.02% -395 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,576 shares; 2025Q4: 2,597 shares; 2026Q1: 2,380 shares 2,380 $390K 0.02% -217 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,426 shares; 2025Q4: 2,426 shares; 2026Q1: 2,650 shares 2,650 $388K 0.02% +224 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,213 shares; 2025Q3: 2,260 shares; 2025Q4: 2,128 shares; 2026Q1: 2,129 shares 2,129 $381K 0.02% +1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,649 shares; 2024Q4: 8,649 shares; 2025Q1: 17,058 shares; 2025Q2: 13,055 shares; 2025Q3: 12,936 shares; 2025Q4: 12,670 shares; 2026Q1: 12,353 shares 12,353 $379K 0.02% -317 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: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 3,075 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,560 shares 2,560 $372K 0.02% -74 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: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 745 shares; 2025Q2: 723 shares; 2025Q3: 795 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $371K 0.02% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 3,049 shares; 2026Q1: 3,049 shares 3,049 $368K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $367K 0.02% 0 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: 10,001 shares; 2024Q4: 10,001 shares; 2025Q1: 9,258 shares; 2025Q2: not reported; 2025Q3: 11,789 shares; 2025Q4: 8,650 shares; 2026Q1: 13,050 shares 13,050 $366K 0.02% +4,400 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 2,921 shares; 2025Q4: 2,321 shares; 2026Q1: 2,291 shares 2,291 $360K 0.02% -30 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: 1,295 shares; 2024Q4: 1,234 shares; 2025Q1: 3,048 shares; 2025Q2: 2,869 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,646 shares 1,646 $358K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,421 shares; 2025Q3: 11,056 shares; 2025Q4: 11,063 shares; 2026Q1: 12,250 shares 12,250 $355K 0.02% +1,187 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: 1,808 shares; 2025Q3: 1,820 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares 1,808 $347K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,235 shares; 2025Q2: 17,235 shares; 2025Q3: 30,666 shares; 2025Q4: 31,666 shares; 2026Q1: 33,016 shares 33,016 $340K 0.02% +1,350 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,187 shares; 2025Q4: 1,975 shares; 2026Q1: 1,982 shares 1,982 $329K 0.02% +7 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: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,584 shares; 2025Q2: 1,476 shares; 2025Q3: 1,510 shares; 2025Q4: 1,390 shares; 2026Q1: 1,191 shares 1,191 $322K 0.02% -199 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: 3,688 shares; 2024Q4: 3,688 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,449 shares; 2025Q4: 3,424 shares; 2026Q1: 3,457 shares 3,457 $321K 0.02% +33 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,910 shares; 2025Q2: 3,310 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares 2,810 $318K 0.01% 0 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: 1,513 shares; 2025Q4: 1,465 shares; 2026Q1: 1,466 shares 1,466 $318K 0.01% +1 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 909 shares 909 $311K 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: 4,334 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 3,987 shares; 2026Q1: 4,320 shares 4,320 $310K 0.01% +333 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: 6,144 shares; 2024Q4: not reported; 2025Q1: 18,940 shares; 2025Q2: 20,140 shares; 2025Q3: 6,100 shares; 2025Q4: 6,271 shares; 2026Q1: 6,289 shares 6,289 $307K 0.01% +18 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,325 shares; 2026Q1: 1,901 shares 1,901 $305K 0.01% -424 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 6,793 shares; 2025Q4: 6,428 shares; 2026Q1: 6,428 shares 6,428 $300K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,605 shares; 2025Q3: 2,927 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares 2,704 $300K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 1,228 shares; 2025Q3: 1,244 shares; 2025Q4: 1,228 shares; 2026Q1: 1,266 shares 1,266 $299K 0.01% +38 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,253 shares; 2024Q4: 115,939 shares; 2025Q1: 5,735 shares; 2025Q2: 5,643 shares; 2025Q3: 4,759 shares; 2025Q4: 8,377 shares; 2026Q1: 5,937 shares 5,937 $297K 0.01% -2,440 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,664 shares; 2025Q4: 3,642 shares; 2026Q1: 3,642 shares 3,642 $296K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,088 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 901 shares 901 $295K 0.01% +2 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: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 2,816 shares 2,816 $289K 0.01% -980 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 944 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $282K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 5,113 shares; 2026Q1: 5,113 shares 5,113 $277K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,459 shares; 2025Q1: 7,959 shares; 2025Q2: 7,959 shares; 2025Q3: 7,959 shares; 2025Q4: 7,959 shares; 2026Q1: 7,450 shares 7,450 $274K 0.01% -509 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 1,556 shares 1,556 $273K 0.01% new Timeline TEX TEREX CORP NEW More: the full row for TEREX 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: 4,616 shares 4,616 $273K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 4,390 shares; 2025Q4: 4,518 shares; 2026Q1: 3,025 shares 3,025 $273K 0.01% -1,493 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,516 shares; 2025Q4: 1,550 shares; 2026Q1: 1,555 shares 1,555 $269K 0.01% +5 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 4,074 shares; 2026Q1: 3,927 shares 3,927 $259K 0.01% -147 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,759 shares; 2025Q4: 3,000 shares; 2026Q1: 2,768 shares 2,768 $259K 0.01% -232 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: 18,849 shares; 2024Q4: 16,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,770 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares 4,662 $257K 0.01% 0 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,206 shares; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares 2,536 $257K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,760 shares 2,760 $255K 0.01% +15 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: 2,824 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares 2,883 $253K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,963 shares 5,963 $252K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,608 shares 1,608 $250K 0.01% +4 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,394 shares; 2025Q4: 3,243 shares; 2026Q1: 3,243 shares 3,243 $248K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,557 shares; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $247K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,450 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473 $247K 0.01% 0 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: 991 shares; 2024Q4: 991 shares; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 985 shares; 2026Q1: 985 shares 985 $244K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 1,859 shares; 2026Q1: 1,748 shares 1,748 $236K 0.01% -111 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,002 shares; 2025Q2: 19,002 shares; 2025Q3: 19,002 shares; 2025Q4: 19,002 shares; 2026Q1: 18,324 shares 18,324 $233K 0.01% -678 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,811 shares; 2025Q2: 5,811 shares; 2025Q3: 5,947 shares; 2025Q4: 5,811 shares; 2026Q1: 5,811 shares 5,811 $231K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,607 shares; 2025Q4: not reported; 2026Q1: 3,728 shares 3,728 $228K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,881 shares; 2026Q1: 2,881 shares 2,881 $227K 0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 12,467 shares; 2025Q4: 13,857 shares; 2026Q1: 10,612 shares 10,612 $226K 0.01% -3,245 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $226K 0.01% new Timeline ALKS ALKERMES PLC More: the full row for ALKERMES 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: 6,680 shares; 2025Q4: not reported; 2026Q1: 6,370 shares 6,370 $225K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,274 shares; 2026Q1: 1,142 shares 1,142 $224K 0.01% -132 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,190 shares; 2026Q1: 1,193 shares 1,193 $223K 0.01% +3 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS 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: 2,354 shares 2,354 $220K 0.01% new Timeline JD JD.COM INC More: the full row for JD.COM 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: 7,405 shares; 2025Q4: 7,455 shares; 2026Q1: 7,370 shares 7,370 $218K 0.01% -85 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,799 shares; 2025Q2: 2,772 shares; 2025Q3: 2,301 shares; 2025Q4: not reported; 2026Q1: 2,306 shares 2,306 $217K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,050 shares; 2025Q4: 2,198 shares; 2026Q1: 1,923 shares 1,923 $217K 0.01% -275 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: 1,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026 shares; 2026Q1: 1,040 shares 1,040 $216K 0.01% +14 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 5,787 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 4,379 shares; 2025Q4: not reported; 2026Q1: 4,506 shares 4,506 $216K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,041 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares 2,159 $216K 0.01% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares 2,543 $215K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,159 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,156 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares 3,166 $215K 0.01% 0 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: 821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 485 shares; 2026Q1: 576 shares 576 $214K 0.01% +91 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 700 shares; 2026Q1: 700 shares 700 $213K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,406 shares; 2026Q1: 4,364 shares 4,364 $213K 0.01% -42 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: not reported; 2026Q1: 750 shares 750 $211K 0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares 3,018 $209K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 1,512 shares 1,512 $207K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,481 shares 3,481 $207K 0.01% new Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL 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: 6,681 shares; 2025Q4: 7,414 shares; 2026Q1: 6,807 shares 6,807 $207K 0.01% -607 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,709 shares; 2025Q4: 6,883 shares; 2026Q1: 5,610 shares 5,610 $205K 0.01% -1,273 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares; 2026Q1: 886 shares 886 $205K 0.01% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 725 shares; 2026Q1: 720 shares 720 $204K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299 shares 299 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 642 shares; 2025Q3: 660 shares; 2025Q4: 657 shares; 2026Q1: 667 shares 667 $202K 0.01% +10 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 10,052 shares; 2025Q1: 10,328 shares; 2025Q2: not reported; 2025Q3: 21,433 shares; 2025Q4: 20,131 shares; 2026Q1: 19,392 shares 19,392 $194K 0.01% -739 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,467 shares; 2025Q1: 10,301 shares; 2025Q2: not reported; 2025Q3: 13,565 shares; 2025Q4: 13,099 shares; 2026Q1: 13,435 shares 13,435 $184K 0.01% +336 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 31,233 shares; 2025Q4: 22,720 shares; 2026Q1: 22,720 shares 22,720 $183K 0.01% 0 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,431 shares; 2024Q4: 18,431 shares; 2025Q1: 18,405 shares; 2025Q2: 18,405 shares; 2025Q3: 16,103 shares; 2025Q4: 17,602 shares; 2026Q1: 17,667 shares 17,667 $106K <0.01% +65 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares; 2026Q1: 13,550 shares 13,550 $59.9K <0.01% 0 Timeline