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: 731,786 shares; 2024Q4: 736,090 shares; 2025Q1: 730,807 shares; 2025Q2: 726,513 shares; 2025Q3: 717,131 shares; 2025Q4: 706,566 shares; 2026Q1: 691,507 shares 691,507 $175M 5.33% -15,059 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: 608,004 shares; 2024Q4: 598,990 shares; 2025Q1: 599,760 shares; 2025Q2: 566,406 shares; 2025Q3: 539,879 shares; 2025Q4: 510,959 shares; 2026Q1: 509,263 shares 509,263 $158M 4.78% -1,696 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,235 shares; 2024Q4: 420,173 shares; 2025Q1: 423,981 shares; 2025Q2: 422,599 shares; 2025Q3: 410,221 shares; 2025Q4: 395,960 shares; 2026Q1: 388,502 shares 388,502 $112M 3.39% -7,458 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: 302,361 shares; 2024Q4: 303,135 shares; 2025Q1: 304,445 shares; 2025Q2: 293,555 shares; 2025Q3: 292,491 shares; 2025Q4: 291,772 shares; 2026Q1: 294,296 shares 294,296 $109M 3.31% +2,524 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: 400,651 shares; 2024Q4: 398,574 shares; 2025Q1: 397,753 shares; 2025Q2: 395,086 shares; 2025Q3: 383,074 shares; 2025Q4: 372,497 shares; 2026Q1: 364,585 shares 364,585 $105M 3.17% -7,912 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: 294,715 shares; 2024Q4: 582,650 shares; 2025Q1: 582,361 shares; 2025Q2: 566,648 shares; 2025Q3: 565,052 shares; 2025Q4: 560,458 shares; 2026Q1: 566,661 shares 566,661 $90.8M 2.76% +6,203 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: 522,556 shares; 2024Q4: 513,672 shares; 2025Q1: 522,886 shares; 2025Q2: 510,983 shares; 2025Q3: 501,240 shares; 2025Q4: 500,507 shares; 2026Q1: 489,301 shares 489,301 $85.3M 2.59% -11,206 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: 130,477 shares; 2024Q4: 129,700 shares; 2025Q1: 128,969 shares; 2025Q2: 130,410 shares; 2025Q3: 125,392 shares; 2025Q4: 120,567 shares; 2026Q1: 116,396 shares 116,396 $82.5M 2.5% -4,171 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: 235,585 shares; 2024Q4: 233,119 shares; 2025Q1: 232,064 shares; 2025Q2: 232,732 shares; 2025Q3: 232,370 shares; 2025Q4: 225,821 shares; 2026Q1: 222,137 shares 222,137 $72.7M 2.21% -3,684 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: 327,429 shares; 2024Q4: 328,009 shares; 2025Q1: 330,889 shares; 2025Q2: 328,569 shares; 2025Q3: 329,605 shares; 2025Q4: 328,453 shares; 2026Q1: 335,044 shares 335,044 $69.8M 2.12% +6,591 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: 136,634 shares; 2024Q4: 135,545 shares; 2025Q1: 133,400 shares; 2025Q2: 130,655 shares; 2025Q3: 129,071 shares; 2025Q4: 128,273 shares; 2026Q1: 129,091 shares 129,091 $64.5M 1.96% +818 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: 538,305 shares; 2024Q4: 531,026 shares; 2025Q1: 525,315 shares; 2025Q2: 515,396 shares; 2025Q3: 497,986 shares; 2025Q4: 491,628 shares; 2026Q1: 477,776 shares 477,776 $59.4M 1.8% -13,852 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: 214,400 shares; 2024Q4: 213,069 shares; 2025Q1: 208,279 shares; 2025Q2: 204,014 shares; 2025Q3: 194,984 shares; 2025Q4: 190,924 shares; 2026Q1: 190,490 shares 190,490 $56M 1.7% -434 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: 682,056 shares; 2024Q4: 678,913 shares; 2025Q1: 669,492 shares; 2025Q2: 655,133 shares; 2025Q3: 651,492 shares; 2025Q4: 641,251 shares; 2026Q1: 637,913 shares 637,913 $49.5M 1.5% -3,338 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: 63,474 shares; 2024Q4: 62,731 shares; 2025Q1: 61,453 shares; 2025Q2: 60,639 shares; 2025Q3: 56,942 shares; 2025Q4: 56,487 shares; 2026Q1: 55,579 shares 55,579 $47M 1.43% -908 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: 168,986 shares; 2024Q4: 165,391 shares; 2025Q1: 165,272 shares; 2025Q2: 164,113 shares; 2025Q3: 158,970 shares; 2025Q4: 155,217 shares; 2026Q1: 154,755 shares 154,755 $46.8M 1.42% -462 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: 130,033 shares; 2024Q4: 129,596 shares; 2025Q1: 132,243 shares; 2025Q2: 137,798 shares; 2025Q3: 137,458 shares; 2025Q4: 139,930 shares; 2026Q1: 141,246 shares 141,246 $46.5M 1.41% +1,316 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: 270,083 shares; 2024Q4: 269,603 shares; 2025Q1: 264,788 shares; 2025Q2: 257,749 shares; 2025Q3: 247,227 shares; 2025Q4: 244,201 shares; 2026Q1: 237,492 shares 237,492 $45.8M 1.39% -6,709 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: 173,223 shares; 2024Q4: 177,029 shares; 2025Q1: 175,551 shares; 2025Q2: 175,689 shares; 2025Q3: 173,278 shares; 2025Q4: 172,867 shares; 2026Q1: 167,082 shares 167,082 $40.8M 1.24% -5,785 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: 397,663 shares; 2024Q4: 397,711 shares; 2025Q1: 405,865 shares; 2025Q2: 406,304 shares; 2025Q3: 405,657 shares; 2025Q4: 414,158 shares; 2026Q1: 417,459 shares 417,459 $40.2M 1.22% +3,301 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: 281,707 shares; 2024Q4: 305,611 shares; 2025Q1: 320,847 shares; 2025Q2: 328,920 shares; 2025Q3: 329,661 shares; 2025Q4: 331,872 shares; 2026Q1: 332,467 shares 332,467 $40M 1.21% +595 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,406 shares; 2025Q2: 39,705 shares; 2025Q3: 39,007 shares; 2025Q4: 39,046 shares; 2026Q1: 40,111 shares 40,111 $38.6M 1.17% +1,065 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: 150,432 shares; 2024Q4: 149,013 shares; 2025Q1: 146,585 shares; 2025Q2: 146,132 shares; 2025Q3: 145,217 shares; 2025Q4: 144,028 shares; 2026Q1: 142,972 shares 142,972 $37.4M 1.14% -1,056 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: 261,146 shares; 2024Q4: 257,717 shares; 2025Q1: 252,016 shares; 2025Q2: 246,115 shares; 2025Q3: 231,675 shares; 2025Q4: 226,092 shares; 2026Q1: 223,795 shares 223,795 $36.8M 1.12% -2,297 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: 176,473 shares; 2024Q4: 176,008 shares; 2025Q1: 177,238 shares; 2025Q2: 181,493 shares; 2025Q3: 187,084 shares; 2025Q4: 191,430 shares; 2026Q1: 196,277 shares 196,277 $36.6M 1.11% +4,847 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,437 shares; 2024Q4: 63,843 shares; 2025Q1: 66,154 shares; 2025Q2: 65,646 shares; 2025Q3: 64,326 shares; 2025Q4: 63,777 shares; 2026Q1: 62,239 shares 62,239 $36.6M 1.11% -1,538 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: 91,449 shares; 2024Q4: 92,322 shares; 2025Q1: 98,951 shares; 2025Q2: 102,062 shares; 2025Q3: 103,661 shares; 2025Q4: 103,397 shares; 2026Q1: 102,017 shares 102,017 $36.3M 1.1% -1,380 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: 744,363 shares; 2024Q4: 738,451 shares; 2025Q1: 736,242 shares; 2025Q2: 731,508 shares; 2025Q3: 732,335 shares; 2025Q4: 721,856 shares; 2026Q1: 722,145 shares 722,145 $35.2M 1.07% +289 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: 335,505 shares; 2024Q4: 328,936 shares; 2025Q1: 321,321 shares; 2025Q2: 315,667 shares; 2025Q3: 304,576 shares; 2025Q4: 296,197 shares; 2026Q1: 292,214 shares 292,214 $33.1M 1.01% -3,983 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: 107,500 shares; 2024Q4: 107,460 shares; 2025Q1: 106,224 shares; 2025Q2: 104,921 shares; 2025Q3: 104,952 shares; 2025Q4: 104,211 shares; 2026Q1: 104,532 shares 104,532 $32.5M 0.99% +321 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: 160,112 shares; 2024Q4: 161,661 shares; 2025Q1: 160,605 shares; 2025Q2: 160,989 shares; 2025Q3: 158,931 shares; 2025Q4: 158,637 shares; 2026Q1: 153,757 shares 153,757 $31.8M 0.97% -4,880 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: 52,313 shares; 2024Q4: 51,967 shares; 2025Q1: 51,469 shares; 2025Q2: 50,907 shares; 2025Q3: 50,510 shares; 2025Q4: 49,921 shares; 2026Q1: 49,152 shares 49,152 $30.3M 0.92% -769 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: 28,089 shares; 2024Q4: 28,210 shares; 2025Q1: 28,153 shares; 2025Q2: 29,083 shares; 2025Q3: 30,002 shares; 2025Q4: 30,389 shares; 2026Q1: 29,724 shares 29,724 $29.1M 0.88% -665 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,800 shares; 2024Q4: 467,265 shares; 2025Q1: 460,494 shares; 2025Q2: 453,298 shares; 2025Q3: 425,057 shares; 2025Q4: 417,879 shares; 2026Q1: 412,180 shares 412,180 $28M 0.85% -5,699 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: 43,253 shares; 2024Q4: 48,904 shares; 2025Q1: 51,616 shares; 2025Q2: 56,587 shares; 2025Q3: 56,761 shares; 2025Q4: 56,433 shares; 2026Q1: 56,987 shares 56,987 $28M 0.85% +554 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: 142,066 shares; 2024Q4: 139,826 shares; 2025Q1: 136,557 shares; 2025Q2: 154,146 shares; 2025Q3: 145,935 shares; 2025Q4: 144,405 shares; 2026Q1: 147,455 shares 147,455 $26.9M 0.82% +3,050 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: 23,182 shares; 2024Q4: 23,034 shares; 2025Q1: 23,404 shares; 2025Q2: 22,895 shares; 2025Q3: 24,014 shares; 2025Q4: 26,984 shares; 2026Q1: 26,927 shares 26,927 $26.8M 0.81% -57 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: 198,580 shares; 2024Q4: 206,515 shares; 2025Q1: 206,516 shares; 2025Q2: 206,051 shares; 2025Q3: 205,628 shares; 2025Q4: 204,926 shares; 2026Q1: 199,032 shares 199,032 $26.3M 0.8% -5,894 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: 30,015 shares; 2024Q4: 29,795 shares; 2025Q1: 30,326 shares; 2025Q2: 30,612 shares; 2025Q3: 30,488 shares; 2025Q4: 33,526 shares; 2026Q1: 43,352 shares 43,352 $24.8M 0.75% +9,826 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: 178,767 shares; 2024Q4: 185,104 shares; 2025Q1: 195,089 shares; 2025Q2: 196,467 shares; 2025Q3: 200,204 shares; 2025Q4: 204,801 shares; 2026Q1: 209,297 shares 209,297 $24.7M 0.75% +4,496 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: 116,977 shares; 2024Q4: 131,760 shares; 2025Q1: 143,965 shares; 2025Q2: 153,848 shares; 2025Q3: 158,126 shares; 2025Q4: 157,630 shares; 2026Q1: 159,266 shares 159,266 $24.7M 0.75% +1,636 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: 114,138 shares; 2024Q4: 118,167 shares; 2025Q1: 117,602 shares; 2025Q2: 115,062 shares; 2025Q3: 112,994 shares; 2025Q4: 111,932 shares; 2026Q1: 111,272 shares 111,272 $22.1M 0.67% -660 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: 67,051 shares; 2024Q4: 68,313 shares; 2025Q1: 74,443 shares; 2025Q2: 79,403 shares; 2025Q3: 79,676 shares; 2025Q4: 78,569 shares; 2026Q1: 80,404 shares 80,404 $21.8M 0.66% +1,835 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: 523,331 shares; 2024Q4: 532,445 shares; 2025Q1: 538,274 shares; 2025Q2: 540,401 shares; 2025Q3: 534,411 shares; 2025Q4: 531,420 shares; 2026Q1: 516,427 shares 516,427 $21.2M 0.64% -14,993 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: 514,672 shares; 2024Q4: 492,124 shares; 2025Q1: 492,967 shares; 2025Q2: 497,765 shares; 2025Q3: 483,854 shares; 2025Q4: 481,329 shares; 2026Q1: 476,267 shares 476,267 $21M 0.64% -5,062 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: 23,212 shares; 2024Q4: 23,266 shares; 2025Q1: 26,101 shares; 2025Q2: 26,354 shares; 2025Q3: 29,814 shares; 2025Q4: 178,511 shares; 2026Q1: 195,076 shares 195,076 $20.4M 0.62% +16,565 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: 262,258 shares; 2024Q4: 278,232 shares; 2025Q1: 275,404 shares; 2025Q2: 266,897 shares; 2025Q3: 270,730 shares; 2025Q4: 267,871 shares; 2026Q1: 266,073 shares 266,073 $20.2M 0.61% -1,798 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: 102,873 shares; 2024Q4: 106,870 shares; 2025Q1: 107,125 shares; 2025Q2: 108,106 shares; 2025Q3: 113,248 shares; 2025Q4: 116,390 shares; 2026Q1: 116,814 shares 116,814 $20.2M 0.61% +424 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: 393,649 shares; 2024Q4: 412,099 shares; 2025Q1: 410,035 shares; 2025Q2: 406,339 shares; 2025Q3: 404,510 shares; 2025Q4: 406,780 shares; 2026Q1: 399,777 shares 399,777 $20.1M 0.61% -7,003 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: 436,102 shares; 2024Q4: 429,971 shares; 2025Q1: 422,278 shares; 2025Q2: 420,554 shares; 2025Q3: 416,384 shares; 2025Q4: 412,370 shares; 2026Q1: 407,989 shares 407,989 $19.9M 0.6% -4,381 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: 680,028 shares; 2024Q4: 670,238 shares; 2025Q1: 663,065 shares; 2025Q2: 651,405 shares; 2025Q3: 648,556 shares; 2025Q4: 699,774 shares; 2026Q1: 684,186 shares 684,186 $19.8M 0.6% -15,588 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: 59,035 shares; 2024Q4: 59,130 shares; 2025Q1: 58,138 shares; 2025Q2: 57,566 shares; 2025Q3: 57,473 shares; 2025Q4: 55,687 shares; 2026Q1: 54,773 shares 54,773 $19.3M 0.58% -914 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: 64,464 shares; 2024Q4: 64,088 shares; 2025Q1: 63,842 shares; 2025Q2: 65,277 shares; 2025Q3: 65,941 shares; 2025Q4: 65,843 shares; 2026Q1: 65,581 shares 65,581 $19.1M 0.58% -262 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,589 shares; 2024Q4: 170,626 shares; 2025Q1: 168,852 shares; 2025Q2: 169,159 shares; 2025Q3: 169,042 shares; 2025Q4: 167,600 shares; 2026Q1: 164,549 shares 164,549 $19M 0.58% -3,051 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,048 shares; 2024Q4: 87,744 shares; 2025Q1: 94,795 shares; 2025Q2: 104,704 shares; 2025Q3: 104,242 shares; 2025Q4: 102,149 shares; 2026Q1: 109,388 shares 109,388 $18.7M 0.57% +7,239 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,098 shares; 2024Q4: 128,316 shares; 2025Q1: 138,214 shares; 2025Q2: 146,827 shares; 2025Q3: 149,811 shares; 2025Q4: 122,269 shares; 2026Q1: 120,449 shares 120,449 $18.1M 0.55% -1,820 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: 123,200 shares; 2024Q4: 123,496 shares; 2025Q1: 120,170 shares; 2025Q2: 117,893 shares; 2025Q3: 117,379 shares; 2025Q4: 116,517 shares; 2026Q1: 114,689 shares 114,689 $17.8M 0.54% -1,828 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: 352,199 shares; 2024Q4: 356,087 shares; 2025Q1: 374,526 shares; 2025Q2: 365,707 shares; 2025Q3: 363,072 shares; 2025Q4: 333,715 shares; 2026Q1: 333,335 shares 333,335 $17.6M 0.53% -380 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: 23,189 shares; 2024Q4: 23,524 shares; 2025Q1: 25,358 shares; 2025Q2: 29,531 shares; 2025Q3: 29,597 shares; 2025Q4: 29,549 shares; 2026Q1: 28,824 shares 28,824 $17.4M 0.53% -725 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: 21,191 shares; 2024Q4: 21,224 shares; 2025Q1: 20,642 shares; 2025Q2: 20,547 shares; 2025Q3: 20,354 shares; 2025Q4: 20,192 shares; 2026Q1: 20,030 shares 20,030 $17.3M 0.53% -162 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,356 shares; 2024Q4: 415,163 shares; 2025Q1: 449,268 shares; 2025Q2: 466,560 shares; 2025Q3: 498,120 shares; 2025Q4: 529,085 shares; 2026Q1: 538,495 shares 538,495 $17.2M 0.52% +9,410 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: 69,531 shares; 2024Q4: 67,660 shares; 2025Q1: 65,163 shares; 2025Q2: 63,665 shares; 2025Q3: 61,439 shares; 2025Q4: 60,074 shares; 2026Q1: 58,327 shares 58,327 $16.8M 0.51% -1,747 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,111 shares; 2024Q4: 97,856 shares; 2025Q1: 106,545 shares; 2025Q2: 105,981 shares; 2025Q3: 105,594 shares; 2025Q4: 102,165 shares; 2026Q1: 102,345 shares 102,345 $15.9M 0.48% +180 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: 171,535 shares; 2024Q4: 174,186 shares; 2025Q1: 174,304 shares; 2025Q2: 175,344 shares; 2025Q3: 173,793 shares; 2025Q4: 171,709 shares; 2026Q1: 169,153 shares 169,153 $15.7M 0.48% -2,556 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: 51,896 shares; 2024Q4: 53,131 shares; 2025Q1: 56,532 shares; 2025Q2: 62,612 shares; 2025Q3: 77,121 shares; 2025Q4: 72,865 shares; 2026Q1: 78,231 shares 78,231 $15.5M 0.47% +5,366 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: 61,410 shares; 2024Q4: 61,635 shares; 2025Q1: 62,201 shares; 2025Q2: 61,689 shares; 2025Q3: 62,553 shares; 2025Q4: 67,077 shares; 2026Q1: 68,120 shares 68,120 $15.4M 0.47% +1,043 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: 97,638 shares; 2024Q4: 103,139 shares; 2025Q1: 100,837 shares; 2025Q2: 99,434 shares; 2025Q3: 98,323 shares; 2025Q4: 94,590 shares; 2026Q1: 90,014 shares 90,014 $15.3M 0.46% -4,576 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,633 shares; 2024Q4: 45,156 shares; 2025Q1: 46,518 shares; 2025Q2: 46,242 shares; 2025Q3: 45,773 shares; 2025Q4: 46,426 shares; 2026Q1: 46,846 shares 46,846 $15.2M 0.46% +420 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: 76,417 shares; 2024Q4: 74,875 shares; 2025Q1: 71,931 shares; 2025Q2: 70,661 shares; 2025Q3: 69,797 shares; 2025Q4: 70,420 shares; 2026Q1: 73,344 shares 73,344 $14.9M 0.45% +2,924 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: 69,624 shares; 2024Q4: 69,626 shares; 2025Q1: 67,809 shares; 2025Q2: 67,356 shares; 2025Q3: 66,371 shares; 2025Q4: 65,612 shares; 2026Q1: 66,550 shares 66,550 $14.5M 0.44% +938 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: 186,458 shares; 2024Q4: 228,612 shares; 2025Q1: 257,402 shares; 2025Q2: 265,317 shares; 2025Q3: 285,643 shares; 2025Q4: 283,962 shares; 2026Q1: 276,341 shares 276,341 $14.2M 0.43% -7,621 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: 47,976 shares; 2024Q4: 53,538 shares; 2025Q1: 60,061 shares; 2025Q2: 63,161 shares; 2025Q3: 65,431 shares; 2025Q4: 55,946 shares; 2026Q1: 57,189 shares 57,189 $13.9M 0.42% +1,243 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: 81,699 shares; 2024Q4: 82,381 shares; 2025Q1: 82,539 shares; 2025Q2: 82,411 shares; 2025Q3: 79,866 shares; 2025Q4: 78,089 shares; 2026Q1: 74,457 shares 74,457 $13.6M 0.41% -3,632 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: 42,370 shares; 2024Q4: 42,996 shares; 2025Q1: 41,834 shares; 2025Q2: 40,631 shares; 2025Q3: 41,086 shares; 2025Q4: 44,064 shares; 2026Q1: 44,356 shares 44,356 $13.4M 0.41% +292 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 9,771 shares; 2025Q1: 56,540 shares; 2025Q2: 67,896 shares; 2025Q3: 71,040 shares; 2025Q4: 74,381 shares; 2026Q1: 112,653 shares 112,653 $13.3M 0.4% +38,272 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: 196,864 shares; 2024Q4: 195,157 shares; 2025Q1: 186,365 shares; 2025Q2: 178,160 shares; 2025Q3: 173,454 shares; 2025Q4: 178,205 shares; 2026Q1: 197,162 shares 197,162 $12.4M 0.38% +18,957 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: 25,893 shares; 2024Q4: 25,856 shares; 2025Q1: 25,252 shares; 2025Q2: 25,021 shares; 2025Q3: 24,718 shares; 2025Q4: 24,453 shares; 2026Q1: 24,942 shares 24,942 $12.4M 0.38% +489 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: 187,804 shares; 2024Q4: 181,823 shares; 2025Q1: 181,893 shares; 2025Q2: 173,986 shares; 2025Q3: 158,796 shares; 2025Q4: 144,012 shares; 2026Q1: 136,589 shares 136,589 $12.3M 0.37% -7,423 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: 150,770 shares; 2024Q4: 152,629 shares; 2025Q1: 150,505 shares; 2025Q2: 148,130 shares; 2025Q3: 135,228 shares; 2025Q4: 134,741 shares; 2026Q1: 132,871 shares 132,871 $12M 0.37% -1,870 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: 169,072 shares; 2024Q4: 167,301 shares; 2025Q1: 165,583 shares; 2025Q2: 160,895 shares; 2025Q3: 160,411 shares; 2025Q4: 160,619 shares; 2026Q1: 158,323 shares 158,323 $11.9M 0.36% -2,296 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: 51,062 shares; 2024Q4: 51,756 shares; 2025Q1: 50,529 shares; 2025Q2: 48,741 shares; 2025Q3: 48,731 shares; 2025Q4: 48,534 shares; 2026Q1: 48,306 shares 48,306 $11.7M 0.36% -228 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,936 shares; 2024Q4: 151,614 shares; 2025Q1: 151,699 shares; 2025Q2: 148,581 shares; 2025Q3: 145,994 shares; 2025Q4: 133,845 shares; 2026Q1: 126,959 shares 126,959 $11.5M 0.35% -6,886 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: 78,946 shares; 2024Q4: 78,235 shares; 2025Q1: 78,165 shares; 2025Q2: 78,705 shares; 2025Q3: 78,900 shares; 2025Q4: 78,605 shares; 2026Q1: 78,237 shares 78,237 $11.3M 0.34% -368 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: 95,876 shares; 2024Q4: 94,734 shares; 2025Q1: 91,006 shares; 2025Q2: 86,054 shares; 2025Q3: 83,711 shares; 2025Q4: 81,772 shares; 2026Q1: 80,751 shares 80,751 $11.1M 0.34% -1,021 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: 124,308 shares; 2024Q4: 121,591 shares; 2025Q1: 120,233 shares; 2025Q2: 117,308 shares; 2025Q3: 114,936 shares; 2025Q4: 112,807 shares; 2026Q1: 113,732 shares 113,732 $11M 0.34% +925 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: 525,318 shares; 2024Q4: 478,218 shares; 2025Q1: 469,041 shares; 2025Q2: 465,146 shares; 2025Q3: 402,987 shares; 2025Q4: 375,470 shares; 2026Q1: 373,030 shares 373,030 $10.5M 0.32% -2,440 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,614 shares; 2024Q4: 160,490 shares; 2025Q1: 158,803 shares; 2025Q2: 156,709 shares; 2025Q3: 150,622 shares; 2025Q4: 142,359 shares; 2026Q1: 138,650 shares 138,650 $10.1M 0.31% -3,709 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: 30,521 shares; 2024Q4: 30,081 shares; 2025Q1: 30,404 shares; 2025Q2: 30,148 shares; 2025Q3: 29,517 shares; 2025Q4: 29,092 shares; 2026Q1: 28,343 shares 28,343 $9.78M 0.3% -749 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,315 shares; 2024Q4: 142,757 shares; 2025Q1: 143,254 shares; 2025Q2: 142,437 shares; 2025Q3: 143,757 shares; 2025Q4: 162,146 shares; 2026Q1: 164,118 shares 164,118 $9.46M 0.29% +1,972 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,203 shares; 2024Q4: 46,183 shares; 2025Q1: 46,053 shares; 2025Q2: 46,053 shares; 2025Q3: 45,688 shares; 2025Q4: 45,501 shares; 2026Q1: 45,134 shares 45,134 $9.3M 0.28% -367 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: 1,149 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,204 shares; 2025Q3: 8,913 shares; 2025Q4: 8,904 shares; 2026Q1: 9,795 shares 9,795 $9.01M 0.27% +891 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: 18,811 shares; 2024Q4: 18,625 shares; 2025Q1: 18,245 shares; 2025Q2: 18,696 shares; 2025Q3: 18,730 shares; 2025Q4: 18,694 shares; 2026Q1: 18,463 shares 18,463 $8.85M 0.27% -231 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: 40,766 shares; 2024Q4: 40,245 shares; 2025Q1: 39,720 shares; 2025Q2: 39,277 shares; 2025Q3: 31,056 shares; 2025Q4: 30,367 shares; 2026Q1: 29,661 shares 29,661 $8.51M 0.26% -706 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,144 shares; 2024Q4: 159,571 shares; 2025Q1: 153,858 shares; 2025Q2: 153,453 shares; 2025Q3: 147,217 shares; 2025Q4: 138,452 shares; 2026Q1: 136,843 shares 136,843 $8.3M 0.25% -1,609 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: 29,428 shares; 2024Q4: 29,928 shares; 2025Q1: 29,819 shares; 2025Q2: 31,531 shares; 2025Q3: 32,222 shares; 2025Q4: 33,172 shares; 2026Q1: 33,006 shares 33,006 $8.01M 0.24% -166 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,665 shares; 2026Q1: 67,620 shares 67,620 $7.8M 0.24% -5,045 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: 95,178 shares; 2024Q4: 96,050 shares; 2025Q1: 95,635 shares; 2025Q2: 93,583 shares; 2025Q3: 92,702 shares; 2025Q4: 91,038 shares; 2026Q1: 81,314 shares 81,314 $7.56M 0.23% -9,724 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: 391,122 shares; 2024Q4: 390,408 shares; 2025Q1: 394,749 shares; 2025Q2: 398,586 shares; 2025Q3: 423,536 shares; 2025Q4: 312,006 shares; 2026Q1: 261,541 shares 261,541 $7.51M 0.23% -50,465 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,235 shares; 2024Q4: 154,441 shares; 2025Q1: 154,456 shares; 2025Q2: 154,939 shares; 2025Q3: 152,342 shares; 2025Q4: 152,304 shares; 2026Q1: 153,614 shares 153,614 $7.04M 0.21% +1,310 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: 110,133 shares; 2024Q4: 113,124 shares; 2025Q1: 115,359 shares; 2025Q2: 116,527 shares; 2025Q3: 104,421 shares; 2025Q4: 103,274 shares; 2026Q1: 100,652 shares 100,652 $7.02M 0.21% -2,622 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,725 shares; 2024Q4: 84,725 shares; 2025Q1: 84,725 shares; 2025Q2: 180,425 shares; 2025Q3: 179,820 shares; 2025Q4: 179,580 shares; 2026Q1: 178,560 shares 178,560 $6.96M 0.21% -1,020 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,941 shares; 2024Q4: 82,448 shares; 2025Q1: 80,232 shares; 2025Q2: 78,317 shares; 2025Q3: 77,547 shares; 2025Q4: 71,421 shares; 2026Q1: 69,885 shares 69,885 $6.88M 0.21% -1,536 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: 25,454 shares; 2024Q4: 24,839 shares; 2025Q1: 24,915 shares; 2025Q2: 23,555 shares; 2025Q3: 22,580 shares; 2025Q4: 21,495 shares; 2026Q1: 21,125 shares 21,125 $6.78M 0.21% -370 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: 1,369 shares; 2024Q4: 1,381 shares; 2025Q1: 1,521 shares; 2025Q2: 1,495 shares; 2025Q3: 1,485 shares; 2025Q4: 37,629 shares; 2026Q1: 69,513 shares 69,513 $6.68M 0.2% +31,884 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: 128,614 shares; 2024Q4: 125,808 shares; 2025Q1: 120,918 shares; 2025Q2: 121,493 shares; 2025Q3: 122,861 shares; 2025Q4: 122,874 shares; 2026Q1: 121,579 shares 121,579 $6.57M 0.2% -1,295 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,567 shares; 2024Q4: 78,567 shares; 2025Q1: 79,667 shares; 2025Q2: 77,905 shares; 2025Q3: 77,770 shares; 2025Q4: 77,770 shares; 2026Q1: 77,254 shares 77,254 $6.47M 0.2% -516 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: 34,242 shares; 2024Q4: 33,799 shares; 2025Q1: 31,797 shares; 2025Q2: 30,013 shares; 2025Q3: 29,134 shares; 2025Q4: 28,479 shares; 2026Q1: 27,947 shares 27,947 $6.44M 0.2% -532 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: 65,217 shares; 2024Q4: 59,081 shares; 2025Q1: 45,449 shares; 2025Q2: 40,567 shares; 2025Q3: 39,875 shares; 2025Q4: 39,521 shares; 2026Q1: 38,675 shares 38,675 $6.39M 0.19% -846 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,846 shares; 2024Q4: 45,024 shares; 2025Q1: 44,591 shares; 2025Q2: 44,377 shares; 2025Q3: 44,422 shares; 2025Q4: 43,430 shares; 2026Q1: 43,659 shares 43,659 $6.31M 0.19% +229 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: 22,916 shares; 2024Q4: 22,328 shares; 2025Q1: 21,170 shares; 2025Q2: 20,954 shares; 2025Q3: 20,652 shares; 2025Q4: 20,564 shares; 2026Q1: 20,422 shares 20,422 $5.79M 0.18% -142 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: 78,554 shares; 2024Q4: 74,992 shares; 2025Q1: 72,705 shares; 2025Q2: 70,880 shares; 2025Q3: 65,777 shares; 2025Q4: 64,334 shares; 2026Q1: 63,034 shares 63,034 $5.46M 0.17% -1,300 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: 26,197 shares; 2024Q4: 26,130 shares; 2025Q1: 25,951 shares; 2025Q2: 25,574 shares; 2025Q3: 25,255 shares; 2025Q4: 25,041 shares; 2026Q1: 24,902 shares 24,902 $5.18M 0.16% -139 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,752 shares; 2024Q4: 12,658 shares; 2025Q1: 12,596 shares; 2025Q2: 12,691 shares; 2025Q3: 13,814 shares; 2025Q4: 17,243 shares; 2026Q1: 17,780 shares 17,780 $4.74M 0.14% +537 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: 7,683 shares; 2024Q4: 7,668 shares; 2025Q1: 7,668 shares; 2025Q2: 7,668 shares; 2025Q3: 6,745 shares; 2025Q4: 6,405 shares; 2026Q1: 6,325 shares 6,325 $4.67M 0.14% -80 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: 5,523 shares; 2024Q4: 5,417 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,266 shares; 2025Q4: 5,223 shares; 2026Q1: 5,153 shares 5,153 $4.5M 0.14% -70 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: 15,023 shares; 2024Q4: 13,645 shares; 2025Q1: 6,898 shares; 2025Q2: 6,271 shares; 2025Q3: 7,410 shares; 2025Q4: 7,596 shares; 2026Q1: 7,308 shares 7,308 $4.37M 0.13% -288 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: 43,997 shares; 2024Q4: 43,713 shares; 2025Q1: 42,939 shares; 2025Q2: 42,088 shares; 2025Q3: 41,656 shares; 2025Q4: 42,160 shares; 2026Q1: 42,066 shares 42,066 $4.32M 0.13% -94 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: 17,725 shares; 2024Q4: 17,600 shares; 2025Q1: 17,233 shares; 2025Q2: 17,218 shares; 2025Q3: 17,402 shares; 2025Q4: 17,593 shares; 2026Q1: 17,234 shares 17,234 $4.27M 0.13% -359 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,245 shares; 2024Q4: 31,245 shares; 2025Q1: 31,245 shares; 2025Q2: 31,245 shares; 2025Q3: 31,242 shares; 2025Q4: 31,242 shares; 2026Q1: 30,979 shares 30,979 $4.05M 0.12% -263 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: 36,255 shares; 2024Q4: 37,214 shares; 2025Q1: 37,922 shares; 2025Q2: 38,837 shares; 2025Q3: 31,879 shares; 2025Q4: 31,990 shares; 2026Q1: 30,742 shares 30,742 $3.82M 0.12% -1,248 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: 68,039 shares; 2024Q4: 69,225 shares; 2025Q1: 70,030 shares; 2025Q2: 70,937 shares; 2025Q3: 55,832 shares; 2025Q4: 55,719 shares; 2026Q1: 53,406 shares 53,406 $3.61M 0.11% -2,313 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,462 shares; 2024Q4: 159,837 shares; 2025Q1: 153,127 shares; 2025Q2: 140,511 shares; 2025Q3: 129,436 shares; 2025Q4: 107,471 shares; 2026Q1: 95,976 shares 95,976 $3.57M 0.11% -11,495 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: 147,403 shares; 2024Q4: 144,152 shares; 2025Q1: 142,976 shares; 2025Q2: 141,514 shares; 2025Q3: 139,280 shares; 2025Q4: 120,867 shares; 2026Q1: 77,224 shares 77,224 $3.49M 0.11% -43,643 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: 26,454 shares; 2024Q4: 26,279 shares; 2025Q1: 25,394 shares; 2025Q2: 25,154 shares; 2025Q3: 24,186 shares; 2025Q4: 23,983 shares; 2026Q1: 23,903 shares 23,903 $3.47M 0.11% -80 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,754 shares; 2024Q4: 107,873 shares; 2025Q1: 99,783 shares; 2025Q2: 99,605 shares; 2025Q3: 93,000 shares; 2025Q4: 92,675 shares; 2026Q1: 90,300 shares 90,300 $3.04M 0.09% -2,375 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: 7,987 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 7,193 shares; 2025Q3: 7,165 shares; 2025Q4: 7,165 shares; 2026Q1: 7,165 shares 7,165 $3.04M 0.09% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,665 shares; 2024Q4: 160,390 shares; 2025Q1: 154,548 shares; 2025Q2: 148,469 shares; 2025Q3: 131,669 shares; 2025Q4: 129,527 shares; 2026Q1: 126,831 shares 126,831 $3.04M 0.09% -2,696 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,978 shares; 2024Q4: 44,479 shares; 2025Q1: 43,965 shares; 2025Q2: 42,853 shares; 2025Q3: 39,917 shares; 2025Q4: 26,671 shares; 2026Q1: 24,153 shares 24,153 $2.93M 0.09% -2,518 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: 24,940 shares; 2024Q4: 25,313 shares; 2025Q1: 25,810 shares; 2025Q2: 25,095 shares; 2025Q3: 23,835 shares; 2025Q4: 23,471 shares; 2026Q1: 21,630 shares 21,630 $2.79M 0.08% -1,841 Timeline GHM GRAHAM CORP More: the full row for GRAHAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,598 shares; 2024Q4: 36,448 shares; 2025Q1: 36,448 shares; 2025Q2: 36,428 shares; 2025Q3: 36,428 shares; 2025Q4: 36,428 shares; 2026Q1: 35,073 shares 35,073 $2.77M 0.08% -1,355 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,320 shares; 2024Q4: 22,220 shares; 2025Q1: 22,285 shares; 2025Q2: 22,015 shares; 2025Q3: 21,909 shares; 2025Q4: 21,909 shares; 2026Q1: 21,909 shares 21,909 $2.73M 0.08% 0 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,980 shares; 2024Q4: 165,480 shares; 2025Q1: 153,525 shares; 2025Q2: 146,140 shares; 2025Q3: 141,300 shares; 2025Q4: 119,160 shares; 2026Q1: 121,785 shares 121,785 $2.61M 0.08% +2,625 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,850 shares; 2024Q4: 46,421 shares; 2025Q1: 48,635 shares; 2025Q2: 48,265 shares; 2025Q3: 48,265 shares; 2025Q4: 45,465 shares; 2026Q1: 45,270 shares 45,270 $2.55M 0.08% -195 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: 5,259 shares; 2024Q4: 5,110 shares; 2025Q1: 4,474 shares; 2025Q2: 4,302 shares; 2025Q3: 4,297 shares; 2025Q4: 4,036 shares; 2026Q1: 4,057 shares 4,057 $2.34M 0.07% +21 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,148 shares; 2024Q4: 105,322 shares; 2025Q1: 105,322 shares; 2025Q2: 104,618 shares; 2025Q3: 104,618 shares; 2025Q4: 95,618 shares; 2026Q1: 95,228 shares 95,228 $2.1M 0.06% -390 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: 38,173 shares; 2024Q4: 37,659 shares; 2025Q1: 37,049 shares; 2025Q2: 37,124 shares; 2025Q3: 36,929 shares; 2025Q4: 36,711 shares; 2026Q1: 36,205 shares 36,205 $2.06M 0.06% -506 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,932 shares; 2024Q4: 39,432 shares; 2025Q1: 37,246 shares; 2025Q2: 33,475 shares; 2025Q3: 29,401 shares; 2025Q4: 26,625 shares; 2026Q1: 25,589 shares 25,589 $1.91M 0.06% -1,036 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,249 shares; 2024Q4: 106,629 shares; 2025Q1: 103,379 shares; 2025Q2: 103,109 shares; 2025Q3: 99,872 shares; 2025Q4: 98,872 shares; 2026Q1: 98,339 shares 98,339 $1.82M 0.06% -533 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,413 shares; 2024Q4: 48,413 shares; 2025Q1: 48,413 shares; 2025Q2: 48,413 shares; 2025Q3: 48,413 shares; 2025Q4: 48,413 shares; 2026Q1: 48,413 shares 48,413 $1.79M 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 23,888 shares; 2025Q1: 23,520 shares; 2025Q2: 23,260 shares; 2025Q3: 23,260 shares; 2025Q4: 23,223 shares; 2026Q1: 23,131 shares 23,131 $1.78M 0.05% -92 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 11,721 shares; 2025Q1: 11,561 shares; 2025Q2: 11,511 shares; 2025Q3: 11,511 shares; 2025Q4: 11,511 shares; 2026Q1: 11,411 shares 11,411 $1.72M 0.05% -100 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: 65,728 shares; 2024Q4: 69,514 shares; 2025Q1: 69,487 shares; 2025Q2: 73,409 shares; 2025Q3: 67,119 shares; 2025Q4: 65,155 shares; 2026Q1: 62,590 shares 62,590 $1.72M 0.05% -2,565 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: 4,575 shares; 2024Q4: 4,475 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $1.64M 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,564 shares; 2024Q4: 12,498 shares; 2025Q1: 12,493 shares; 2025Q2: 12,493 shares; 2025Q3: 12,024 shares; 2025Q4: 12,018 shares; 2026Q1: 11,893 shares 11,893 $1.62M 0.05% -125 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: 17,870 shares; 2024Q4: 17,845 shares; 2025Q1: 17,585 shares; 2025Q2: 17,310 shares; 2025Q3: 16,850 shares; 2025Q4: 16,625 shares; 2026Q1: 16,625 shares 16,625 $1.62M 0.05% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,771 shares; 2024Q4: 6,921 shares; 2025Q1: 6,846 shares; 2025Q2: 6,846 shares; 2025Q3: 6,846 shares; 2025Q4: 6,771 shares; 2026Q1: 6,726 shares 6,726 $1.6M 0.05% -45 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,130 shares; 2024Q4: 53,500 shares; 2025Q1: 53,200 shares; 2025Q2: 53,200 shares; 2025Q3: 53,200 shares; 2025Q4: 53,200 shares; 2026Q1: 50,960 shares 50,960 $1.53M 0.05% -2,240 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: 8,116 shares; 2024Q4: 9,177 shares; 2025Q1: 7,661 shares; 2025Q2: 7,795 shares; 2025Q3: 7,759 shares; 2025Q4: 7,737 shares; 2026Q1: 11,712 shares 11,712 $1.53M 0.05% +3,975 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,356 shares; 2024Q4: 58,256 shares; 2025Q1: 58,256 shares; 2025Q2: 58,256 shares; 2025Q3: 58,256 shares; 2025Q4: 58,256 shares; 2026Q1: 58,256 shares 58,256 $1.48M 0.05% 0 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: 5,088 shares; 2024Q4: 5,401 shares; 2025Q1: 5,371 shares; 2025Q2: 5,311 shares; 2025Q3: 4,789 shares; 2025Q4: 4,539 shares; 2026Q1: 4,415 shares 4,415 $1.41M 0.04% -124 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: 48,789 shares; 2024Q4: 45,232 shares; 2025Q1: 29,135 shares; 2025Q2: 23,445 shares; 2025Q3: 21,857 shares; 2025Q4: 21,417 shares; 2026Q1: 20,627 shares 20,627 $1.36M 0.04% -790 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: 1,208 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,107 shares; 2025Q4: 1,043 shares; 2026Q1: 989 shares 989 $1.31M 0.04% -54 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,145 shares; 2024Q4: 49,611 shares; 2025Q1: 49,341 shares; 2025Q2: 49,895 shares; 2025Q3: 48,133 shares; 2025Q4: 31,005 shares; 2026Q1: 30,989 shares 30,989 $1.29M 0.04% -16 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: 59,585 shares; 2024Q4: 59,585 shares; 2025Q1: 59,585 shares; 2025Q2: 59,585 shares; 2025Q3: 59,584 shares; 2025Q4: 59,584 shares; 2026Q1: 59,334 shares 59,334 $1.26M 0.04% -250 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: 2,476 shares; 2024Q4: 3,150 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 2,980 shares; 2025Q4: 2,823 shares; 2026Q1: 2,918 shares 2,918 $1.26M 0.04% +95 Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,300 shares; 2024Q4: 38,268 shares; 2025Q1: 38,268 shares; 2025Q2: 38,268 shares; 2025Q3: 38,268 shares; 2025Q4: 38,268 shares; 2026Q1: 38,268 shares 38,268 $1.25M 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,063 shares; 2024Q4: 21,063 shares; 2025Q1: 21,063 shares; 2025Q2: 21,063 shares; 2025Q3: 20,289 shares; 2025Q4: 30,433 shares; 2026Q1: 30,433 shares 30,433 $1.23M 0.04% 0 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: 9,524 shares; 2024Q4: 9,209 shares; 2025Q1: 9,096 shares; 2025Q2: 9,096 shares; 2025Q3: 8,566 shares; 2025Q4: 10,366 shares; 2026Q1: 10,281 shares 10,281 $1.18M 0.04% -85 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,632 shares; 2024Q4: 23,117 shares; 2025Q1: 17,980 shares; 2025Q2: 17,330 shares; 2025Q3: 17,004 shares; 2025Q4: 17,443 shares; 2026Q1: 15,234 shares 15,234 $1.18M 0.04% -2,209 Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,097 shares; 2024Q4: 29,097 shares; 2025Q1: 29,097 shares; 2025Q2: 29,097 shares; 2025Q3: 29,097 shares; 2025Q4: 29,097 shares; 2026Q1: 29,097 shares 29,097 $1.15M 0.03% 0 Timeline PNRG PRIMEENERGY RESOURCES CORP More: the full row for PRIMEENERGY RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,560 shares; 2026Q1: 4,530 shares 4,530 $1.05M 0.03% -30 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares; 2026Q1: 7,040 shares 7,040 $927K 0.03% 0 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: 1,755 shares; 2024Q4: 1,760 shares; 2025Q1: 1,644 shares; 2025Q2: 1,495 shares; 2025Q3: 1,485 shares; 2025Q4: 1,400 shares; 2026Q1: 1,378 shares 1,378 $896K 0.03% -22 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,616 shares; 2026Q1: 11,666 shares 11,666 $888K 0.03% -2,950 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: 1,983 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,696 shares; 2025Q3: 2,821 shares; 2025Q4: 2,813 shares; 2026Q1: 2,808 shares 2,808 $881K 0.03% -5 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: 4,638 shares; 2024Q4: 4,594 shares; 2025Q1: 4,531 shares; 2025Q2: 4,647 shares; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares; 2026Q1: 4,481 shares 4,481 $850K 0.03% -116 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: 1,709 shares; 2024Q4: 2,626 shares; 2025Q1: 2,036 shares; 2025Q2: 2,016 shares; 2025Q3: 1,944 shares; 2025Q4: 2,023 shares; 2026Q1: 1,983 shares 1,983 $846K 0.03% -40 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 5,506 shares; 2025Q4: 5,506 shares; 2026Q1: 5,506 shares 5,506 $796K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,430 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,347 shares; 2025Q4: 3,347 shares; 2026Q1: 3,197 shares 3,197 $790K 0.02% -150 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: 24,160 shares; 2024Q4: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares; 2025Q4: 21,850 shares; 2026Q1: 19,850 shares 19,850 $751K 0.02% -2,000 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,266 shares; 2024Q4: 29,978 shares; 2025Q1: 29,978 shares; 2025Q2: 29,978 shares; 2025Q3: 29,978 shares; 2025Q4: 29,978 shares; 2026Q1: 29,978 shares 29,978 $746K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 11,710 shares; 2025Q1: 15,510 shares; 2025Q2: 11,128 shares; 2025Q3: 11,028 shares; 2025Q4: 12,048 shares; 2026Q1: 12,050 shares 12,050 $745K 0.02% +2 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: 9,245 shares; 2024Q4: 10,245 shares; 2025Q1: 10,705 shares; 2025Q2: 10,799 shares; 2025Q3: 12,788 shares; 2025Q4: 11,826 shares; 2026Q1: 11,329 shares 11,329 $726K 0.02% -497 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: 3,565 shares; 2024Q4: 3,665 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,479 shares; 2025Q4: 5,096 shares; 2026Q1: 4,924 shares 4,924 $724K 0.02% -172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,719 shares; 2024Q4: 66,303 shares; 2025Q1: 64,087 shares; 2025Q2: 63,637 shares; 2025Q3: 63,637 shares; 2025Q4: 53,804 shares; 2026Q1: 53,804 shares 53,804 $676K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,592 shares; 2024Q4: 4,484 shares; 2025Q1: 4,440 shares; 2025Q2: 4,428 shares; 2025Q3: 3,793 shares; 2025Q4: 3,791 shares; 2026Q1: 3,696 shares 3,696 $666K 0.02% -95 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,095 shares; 2024Q4: 82,929 shares; 2025Q1: 73,360 shares; 2025Q2: 67,596 shares; 2025Q3: 54,003 shares; 2025Q4: 23,685 shares; 2026Q1: 16,638 shares 16,638 $666K 0.02% -7,047 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,206 shares; 2026Q1: 1,165 shares 1,165 $656K 0.02% -41 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 7,963 shares; 2025Q1: 7,963 shares; 2025Q2: 7,963 shares; 2025Q3: 7,930 shares; 2025Q4: 7,930 shares; 2026Q1: 7,930 shares 7,930 $654K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,161 shares; 2024Q4: 14,162 shares; 2025Q1: 12,272 shares; 2025Q2: 9,972 shares; 2025Q3: 9,833 shares; 2025Q4: 8,806 shares; 2026Q1: 9,031 shares 9,031 $649K 0.02% +225 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,096 shares; 2025Q4: 6,019 shares; 2026Q1: 5,992 shares 5,992 $636K 0.02% -27 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: 10,975 shares; 2024Q4: 11,775 shares; 2025Q1: 11,775 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 13,273 shares; 2026Q1: 13,123 shares 13,123 $603K 0.02% -150 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: 10,009 shares; 2024Q4: 10,944 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,269 shares; 2025Q4: 10,234 shares; 2026Q1: 10,234 shares 10,234 $602K 0.02% 0 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,695 shares; 2024Q4: 3,695 shares; 2025Q1: 3,695 shares; 2025Q2: 3,492 shares; 2025Q3: 3,472 shares; 2025Q4: 3,422 shares; 2026Q1: 3,422 shares 3,422 $594K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,483 shares; 2025Q1: 1,628 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares 1,338 $579K 0.02% 0 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: 4,701 shares; 2024Q4: 4,776 shares; 2025Q1: 4,726 shares; 2025Q2: 4,651 shares; 2025Q3: 4,651 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $551K 0.02% 0 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: 3,190 shares; 2024Q4: 3,190 shares; 2025Q1: 3,190 shares; 2025Q2: 3,240 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 2,190 shares 2,190 $535K 0.02% -1,000 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $528K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 7,675 shares; 2025Q1: 7,506 shares; 2025Q2: 7,506 shares; 2025Q3: 7,494 shares; 2025Q4: 7,330 shares; 2026Q1: 7,308 shares 7,308 $520K 0.02% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,156 shares 5,156 $498K 0.02% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,480 shares; 2024Q4: 28,176 shares; 2025Q1: 27,523 shares; 2025Q2: 23,998 shares; 2025Q3: 23,056 shares; 2025Q4: 21,875 shares; 2026Q1: 18,850 shares 18,850 $498K 0.02% -3,025 Timeline EVI EVI INDS INC More: the full row for EVI INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,594 shares; 2024Q4: 24,862 shares; 2025Q1: 24,862 shares; 2025Q2: 24,862 shares; 2025Q3: 24,178 shares; 2025Q4: 24,178 shares; 2026Q1: 24,178 shares 24,178 $498K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 864 shares; 2026Q1: 658 shares 658 $459K 0.01% -206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares 2,535 $440K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,472 shares 5,472 $435K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,088 shares; 2025Q1: 6,018 shares; 2025Q2: 6,968 shares; 2025Q3: 6,912 shares; 2025Q4: 6,557 shares; 2026Q1: 6,520 shares 6,520 $426K 0.01% -37 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 18,649 shares; 2025Q1: 18,649 shares; 2025Q2: 18,649 shares; 2025Q3: 18,649 shares; 2025Q4: 18,649 shares; 2026Q1: 18,649 shares 18,649 $422K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 1,992 shares; 2025Q4: 1,992 shares; 2026Q1: 1,992 shares 1,992 $407K 0.01% 0 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: 2,301 shares; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 1,795 shares; 2025Q4: 2,135 shares; 2026Q1: 1,985 shares 1,985 $404K 0.01% -150 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,919 shares; 2025Q2: 4,919 shares; 2025Q3: 4,919 shares; 2025Q4: 4,521 shares; 2026Q1: 4,141 shares 4,141 $393K 0.01% -380 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: 1,931 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,922 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 1,873 shares 1,873 $390K 0.01% -144 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 15,580 shares; 2025Q1: 15,580 shares; 2025Q2: 15,580 shares; 2025Q3: 15,580 shares; 2025Q4: 15,580 shares; 2026Q1: 15,580 shares 15,580 $375K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,390 shares; 2024Q4: 8,390 shares; 2025Q1: 9,290 shares; 2025Q2: 9,290 shares; 2025Q3: 9,290 shares; 2025Q4: 9,490 shares; 2026Q1: 9,490 shares 9,490 $365K 0.01% 0 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: 5,961 shares; 2024Q4: 5,611 shares; 2025Q1: 5,229 shares; 2025Q2: 5,029 shares; 2025Q3: 4,864 shares; 2025Q4: 4,144 shares; 2026Q1: 4,014 shares 4,014 $360K 0.01% -130 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: 3,002 shares; 2024Q4: 3,002 shares; 2025Q1: 2,852 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,652 shares; 2026Q1: 2,652 shares 2,652 $359K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 16,950 shares; 2025Q1: 17,020 shares; 2025Q2: 16,834 shares; 2025Q3: 17,028 shares; 2025Q4: 14,459 shares; 2026Q1: 14,459 shares 14,459 $358K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 19,840 shares; 2025Q1: 16,315 shares; 2025Q2: 15,940 shares; 2025Q3: 15,498 shares; 2025Q4: 14,955 shares; 2026Q1: 14,502 shares 14,502 $353K 0.01% -453 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $340K 0.01% 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: 43,524 shares; 2024Q4: 35,758 shares; 2025Q1: 33,858 shares; 2025Q2: 32,358 shares; 2025Q3: 31,010 shares; 2025Q4: 30,410 shares; 2026Q1: 28,635 shares 28,635 $330K 0.01% -1,775 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7,728 shares; 2025Q1: 7,728 shares; 2025Q2: 7,644 shares; 2025Q3: 7,656 shares; 2025Q4: 7,644 shares; 2026Q1: 7,644 shares 7,644 $328K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 6,528 shares; 2025Q1: 6,528 shares; 2025Q2: 6,778 shares; 2025Q3: 6,828 shares; 2025Q4: 6,938 shares; 2026Q1: 7,038 shares 7,038 $328K 0.01% +100 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: 2,800 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 5,400 shares; 2026Q1: 5,250 shares 5,250 $322K 0.01% -150 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $320K 0.01% 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,355 shares 2,355 $312K 0.01% -25 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,057 shares; 2025Q3: 1,041 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $311K 0.01% 0 Timeline IGIB 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: 3,970 shares; 2025Q3: 4,550 shares; 2025Q4: 5,650 shares; 2026Q1: 5,815 shares 5,815 $309K 0.01% +165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares 2,660 $308K 0.01% new Timeline ICLN 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: 21,743 shares; 2024Q4: 19,968 shares; 2025Q1: 20,583 shares; 2025Q2: 18,773 shares; 2025Q3: 18,813 shares; 2025Q4: 17,913 shares; 2026Q1: 16,184 shares 16,184 $296K 0.01% -1,729 Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,769 shares; 2025Q3: 30,769 shares; 2025Q4: 30,769 shares; 2026Q1: 30,769 shares 30,769 $296K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $292K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,423 shares; 2024Q4: 59,693 shares; 2025Q1: 58,943 shares; 2025Q2: 58,115 shares; 2025Q3: 53,585 shares; 2025Q4: 45,221 shares; 2026Q1: 44,661 shares 44,661 $268K 0.01% -560 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: 659 shares; 2025Q1: 859 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 684 shares 684 $267K 0.01% +35 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $267K 0.01% 0 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: 4,286 shares; 2025Q2: 3,886 shares; 2025Q3: 4,126 shares; 2025Q4: 4,432 shares; 2026Q1: 4,942 shares 4,942 $260K 0.01% +510 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares 3,065 $257K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,318 shares; 2025Q4: 8,318 shares; 2026Q1: 8,318 shares 8,318 $255K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares 2,340 $250K 0.01% 0 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: 32,245 shares; 2024Q4: 28,841 shares; 2025Q1: 24,640 shares; 2025Q2: 23,203 shares; 2025Q3: 19,775 shares; 2025Q4: 11,478 shares; 2026Q1: 8,131 shares 8,131 $250K 0.01% -3,347 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares 2,320 $246K 0.01% new 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 552 shares; 2025Q2: 444 shares; 2025Q3: 404 shares; 2025Q4: 365 shares; 2026Q1: 360 shares 360 $235K 0.01% -5 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: not reported; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 953 shares; 2025Q4: not reported; 2026Q1: 685 shares 685 $235K 0.01% new 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: 886 shares; 2024Q4: 886 shares; 2025Q1: 861 shares; 2025Q2: 801 shares; 2025Q3: 703 shares; 2025Q4: 633 shares; 2026Q1: 629 shares 629 $234K 0.01% -4 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $232K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,366 shares; 2025Q1: 2,566 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,586 shares; 2026Q1: 2,391 shares 2,391 $231K 0.01% -195 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,748 shares; 2026Q1: 4,748 shares 4,748 $229K 0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,070 shares 7,070 $228K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,948 shares; 2025Q1: 4,948 shares; 2025Q2: 4,948 shares; 2025Q3: 4,948 shares; 2025Q4: 4,948 shares; 2026Q1: 4,948 shares 4,948 $220K 0.01% 0 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,042 shares; 2025Q1: 12,042 shares; 2025Q2: 12,142 shares; 2025Q3: 12,142 shares; 2025Q4: 12,142 shares; 2026Q1: 14,619 shares 14,619 $214K 0.01% +2,477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 486 shares; 2026Q1: 476 shares 476 $213K 0.01% -10 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,500 shares; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $212K 0.01% new 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: 918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 892 shares 892 $211K 0.01% new Timeline EEMV 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,250 shares 3,250 $210K 0.01% -150 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: not reported; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: 957 shares 957 $201K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares 2,044 $200K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,379 shares; 2024Q4: 22,562 shares; 2025Q1: 22,562 shares; 2025Q2: 22,562 shares; 2025Q3: 22,562 shares; 2025Q4: 22,117 shares; 2026Q1: 22,117 shares 22,117 $187K 0.01% 0 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,442 shares; 2024Q4: 19,882 shares; 2025Q1: 19,882 shares; 2025Q2: 19,882 shares; 2025Q3: 19,882 shares; 2025Q4: 19,822 shares; 2026Q1: 19,822 shares 19,822 $170K 0.01% 0 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,625 shares; 2025Q1: 16,425 shares; 2025Q2: 16,425 shares; 2025Q3: 12,866 shares; 2025Q4: 12,866 shares; 2026Q1: 12,866 shares 12,866 $107K <0.01% 0 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 11,786 shares; 2025Q1: 11,786 shares; 2025Q2: 11,786 shares; 2025Q3: 11,786 shares; 2025Q4: 11,786 shares; 2026Q1: 11,786 shares 11,786 $106K <0.01% 0 Timeline