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: not loaded; 2024Q4: 218,121 shares; 2025Q1: 208,194 shares; 2025Q2: 219,815 shares; 2025Q3: 206,621 shares; 2025Q4: 230,591 shares; 2026Q1: 225,204 shares 225,204 $57.2M 5.73% -5,387 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: not loaded; 2024Q4: 170,120 shares; 2025Q1: 168,637 shares; 2025Q2: 172,193 shares; 2025Q3: 172,523 shares; 2025Q4: 171,779 shares; 2026Q1: 170,542 shares 170,542 $41.7M 4.18% -1,237 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: not loaded; 2024Q4: 115,278 shares; 2025Q1: 109,006 shares; 2025Q2: 105,921 shares; 2025Q3: 103,554 shares; 2025Q4: 102,894 shares; 2026Q1: 105,807 shares 105,807 $39.2M 3.93% +2,913 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,449 shares; 2025Q1: 34,548 shares; 2025Q2: 36,805 shares; 2025Q3: 41,186 shares; 2025Q4: 43,633 shares; 2026Q1: 44,891 shares 44,891 $29.2M 2.93% +1,258 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: not loaded; 2024Q4: 492,228 shares; 2025Q1: 425,649 shares; 2025Q2: 418,870 shares; 2025Q3: 415,310 shares; 2025Q4: 436,161 shares; 2026Q1: 444,563 shares 444,563 $28.5M 2.86% +8,402 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: not loaded; 2024Q4: 102,652 shares; 2025Q1: 95,393 shares; 2025Q2: 95,968 shares; 2025Q3: 95,719 shares; 2025Q4: 94,332 shares; 2026Q1: 93,099 shares 93,099 $26.7M 2.68% -1,233 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: not loaded; 2024Q4: 93,454 shares; 2025Q1: 89,728 shares; 2025Q2: 88,744 shares; 2025Q3: 94,350 shares; 2025Q4: 94,842 shares; 2026Q1: 93,730 shares 93,730 $20.4M 2.05% -1,112 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 loaded; 2024Q4: 72,881 shares; 2025Q1: 69,334 shares; 2025Q2: 67,232 shares; 2025Q3: 68,081 shares; 2025Q4: 68,127 shares; 2026Q1: 67,601 shares 67,601 $19.9M 1.99% -526 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 loaded; 2024Q4: 37,944 shares; 2025Q1: 55,996 shares; 2025Q2: 59,473 shares; 2025Q3: 72,569 shares; 2025Q4: 88,103 shares; 2026Q1: 100,456 shares 100,456 $19.3M 1.93% +12,353 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: not loaded; 2024Q4: 159,963 shares; 2025Q1: 152,535 shares; 2025Q2: 150,742 shares; 2025Q3: 151,984 shares; 2025Q4: 150,983 shares; 2026Q1: 147,333 shares 147,333 $18.3M 1.84% -3,650 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: not loaded; 2024Q4: 71,089 shares; 2025Q1: 70,265 shares; 2025Q2: 69,951 shares; 2025Q3: 68,807 shares; 2025Q4: 65,738 shares; 2026Q1: 60,825 shares 60,825 $17.5M 1.75% -4,913 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,444 shares; 2025Q1: 141,977 shares; 2025Q2: 161,314 shares; 2025Q3: 217,399 shares; 2025Q4: 284,433 shares; 2026Q1: 296,790 shares 296,790 $15.1M 1.52% +12,357 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: not loaded; 2024Q4: 50,369 shares; 2025Q1: 51,176 shares; 2025Q2: 51,741 shares; 2025Q3: 52,332 shares; 2025Q4: 52,896 shares; 2026Q1: 56,998 shares 56,998 $11.9M 1.19% +4,102 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: not loaded; 2024Q4: 89,254 shares; 2025Q1: 83,243 shares; 2025Q2: 84,676 shares; 2025Q3: 85,341 shares; 2025Q4: 86,544 shares; 2026Q1: 85,754 shares 85,754 $11M 1.11% -790 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: not loaded; 2024Q4: 32,076 shares; 2025Q1: 31,915 shares; 2025Q2: 31,577 shares; 2025Q3: 31,735 shares; 2025Q4: 31,985 shares; 2026Q1: 33,154 shares 33,154 $10.9M 1.09% +1,169 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,744 shares; 2025Q1: 141,932 shares; 2025Q2: 152,379 shares; 2025Q3: 157,715 shares; 2025Q4: 157,410 shares; 2026Q1: 164,864 shares 164,864 $10.9M 1.09% +7,454 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: not loaded; 2024Q4: 38,957 shares; 2025Q1: 36,651 shares; 2025Q2: 35,559 shares; 2025Q3: 35,963 shares; 2025Q4: 35,582 shares; 2026Q1: 35,220 shares 35,220 $10.6M 1.07% -362 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: not loaded; 2024Q4: 66,860 shares; 2025Q1: 63,684 shares; 2025Q2: 62,011 shares; 2025Q3: 62,062 shares; 2025Q4: 60,726 shares; 2026Q1: 61,130 shares 61,130 $10.4M 1.04% +404 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,244 shares; 2025Q1: 35,686 shares; 2025Q2: 41,859 shares; 2025Q3: 54,488 shares; 2025Q4: 115,425 shares; 2026Q1: 123,699 shares 123,699 $10.2M 1.03% +8,274 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: not loaded; 2024Q4: 72,335 shares; 2025Q1: 72,196 shares; 2025Q2: 71,076 shares; 2025Q3: 72,745 shares; 2025Q4: 75,335 shares; 2026Q1: 81,460 shares 81,460 $9.8M 0.98% +6,125 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,277 shares; 2025Q1: 116,011 shares; 2025Q2: 116,522 shares; 2025Q3: 113,717 shares; 2025Q4: 128,390 shares; 2026Q1: 127,378 shares 127,378 $9.49M 0.95% -1,012 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: not loaded; 2024Q4: 67,185 shares; 2025Q1: 66,808 shares; 2025Q2: 66,834 shares; 2025Q3: 55,072 shares; 2025Q4: 53,777 shares; 2026Q1: 53,731 shares 53,731 $9.37M 0.94% -46 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: not loaded; 2024Q4: 114,873 shares; 2025Q1: 114,048 shares; 2025Q2: 113,701 shares; 2025Q3: 115,259 shares; 2025Q4: 118,786 shares; 2026Q1: 118,233 shares 118,233 $9.17M 0.92% -553 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: not loaded; 2024Q4: 9,836 shares; 2025Q1: 10,599 shares; 2025Q2: 11,988 shares; 2025Q3: 11,701 shares; 2025Q4: 11,935 shares; 2026Q1: 12,641 shares 12,641 $8.96M 0.9% +706 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: not loaded; 2024Q4: 77,148 shares; 2025Q1: 74,771 shares; 2025Q2: 74,085 shares; 2025Q3: 58,878 shares; 2025Q4: 57,215 shares; 2026Q1: 60,303 shares 60,303 $8.87M 0.89% +3,088 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: not loaded; 2024Q4: 14,811 shares; 2025Q1: 14,794 shares; 2025Q2: 14,844 shares; 2025Q3: 15,350 shares; 2025Q4: 15,578 shares; 2026Q1: 15,456 shares 15,456 $8.84M 0.89% -122 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: not loaded; 2024Q4: 15,641 shares; 2025Q1: 15,969 shares; 2025Q2: 15,955 shares; 2025Q3: 15,875 shares; 2025Q4: 15,730 shares; 2026Q1: 17,661 shares 17,661 $8.46M 0.85% +1,931 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,794 shares; 2025Q1: 56,905 shares; 2025Q2: 71,436 shares; 2025Q3: 114,609 shares; 2025Q4: 145,294 shares; 2026Q1: 158,527 shares 158,527 $8.23M 0.83% +13,233 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: not loaded; 2024Q4: 11,434 shares; 2025Q1: 11,031 shares; 2025Q2: 10,999 shares; 2025Q3: 10,911 shares; 2025Q4: 11,191 shares; 2026Q1: 12,216 shares 12,216 $7.98M 0.8% +1,025 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: not loaded; 2024Q4: 27,342 shares; 2025Q1: 26,880 shares; 2025Q2: 27,116 shares; 2025Q3: 27,458 shares; 2025Q4: 28,263 shares; 2026Q1: 28,702 shares 28,702 $7.77M 0.78% +439 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 loaded; 2024Q4: 229,227 shares; 2025Q1: 266,121 shares; 2025Q2: 264,857 shares; 2025Q3: 264,729 shares; 2025Q4: 263,064 shares; 2026Q1: 265,344 shares 265,344 $7.69M 0.77% +2,280 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,634 shares; 2026Q1: 46,689 shares 46,689 $7.66M 0.77% +26,055 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: not loaded; 2024Q4: 37,700 shares; 2025Q1: 39,907 shares; 2025Q2: 41,416 shares; 2025Q3: 41,516 shares; 2025Q4: 41,021 shares; 2026Q1: 40,774 shares 40,774 $7.43M 0.75% -247 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: not loaded; 2024Q4: 168,769 shares; 2025Q1: 135,913 shares; 2025Q2: 135,580 shares; 2025Q3: 133,748 shares; 2025Q4: 129,899 shares; 2026Q1: 136,920 shares 136,920 $7.4M 0.74% +7,021 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: not loaded; 2024Q4: 50,080 shares; 2025Q1: 60,937 shares; 2025Q2: 75,632 shares; 2025Q3: 75,620 shares; 2025Q4: 70,907 shares; 2026Q1: 73,272 shares 73,272 $7.37M 0.74% +2,365 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 loaded; 2024Q4: 80,652 shares; 2025Q1: 77,446 shares; 2025Q2: 77,523 shares; 2025Q3: 78,182 shares; 2025Q4: 76,038 shares; 2026Q1: 81,888 shares 81,888 $7.34M 0.74% +5,850 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: not loaded; 2024Q4: 35,144 shares; 2025Q1: 34,425 shares; 2025Q2: 34,148 shares; 2025Q3: 35,121 shares; 2025Q4: 34,792 shares; 2026Q1: 34,838 shares 34,838 $7.21M 0.72% +46 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: not loaded; 2024Q4: 24,602 shares; 2025Q1: 24,295 shares; 2025Q2: 38,936 shares; 2025Q3: 55,314 shares; 2025Q4: 62,436 shares; 2026Q1: 62,223 shares 62,223 $7.19M 0.72% -213 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,272 shares; 2025Q1: 55,443 shares; 2025Q2: 67,510 shares; 2025Q3: 105,004 shares; 2025Q4: 160,089 shares; 2026Q1: 187,784 shares 187,784 $6.79M 0.68% +27,695 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: not loaded; 2024Q4: 28,534 shares; 2025Q1: 26,872 shares; 2025Q2: 25,948 shares; 2025Q3: 25,873 shares; 2025Q4: 25,699 shares; 2026Q1: 33,391 shares 33,391 $6.78M 0.68% +7,692 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 loaded; 2024Q4: 26,663 shares; 2025Q1: 25,057 shares; 2025Q2: 24,064 shares; 2025Q3: 23,243 shares; 2025Q4: 22,190 shares; 2026Q1: 21,798 shares 21,798 $6.59M 0.66% -392 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229,180 shares; 2025Q1: 228,483 shares; 2025Q2: 228,119 shares; 2025Q3: 227,791 shares; 2025Q4: 243,925 shares; 2026Q1: 256,709 shares 256,709 $6.11M 0.61% +12,784 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: not loaded; 2024Q4: 45,398 shares; 2025Q1: 45,525 shares; 2025Q2: 51,422 shares; 2025Q3: 58,055 shares; 2025Q4: 57,755 shares; 2026Q1: 57,702 shares 57,702 $6.1M 0.61% -53 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,679 shares; 2025Q1: 38,364 shares; 2025Q2: 38,579 shares; 2025Q3: 39,400 shares; 2025Q4: 42,945 shares; 2026Q1: 42,964 shares 42,964 $5.99M 0.6% +19 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: not loaded; 2024Q4: 61,741 shares; 2025Q1: 59,856 shares; 2025Q2: 58,373 shares; 2025Q3: 58,057 shares; 2025Q4: 57,480 shares; 2026Q1: 57,988 shares 57,988 $5.95M 0.6% +508 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: not loaded; 2024Q4: 14,374 shares; 2025Q1: 40,170 shares; 2025Q2: 87,409 shares; 2025Q3: 111,675 shares; 2025Q4: 116,375 shares; 2026Q1: 116,553 shares 116,553 $5.85M 0.59% +178 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 loaded; 2024Q4: 72,594 shares; 2025Q1: 65,973 shares; 2025Q2: 60,695 shares; 2025Q3: 61,050 shares; 2025Q4: 62,506 shares; 2026Q1: 63,367 shares 63,367 $5.73M 0.57% +861 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 7,443 shares; 2025Q2: 7,586 shares; 2025Q3: 7,662 shares; 2025Q4: 7,768 shares; 2026Q1: 7,670 shares 7,670 $5.59M 0.56% -98 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: not loaded; 2024Q4: 29,796 shares; 2025Q1: 28,927 shares; 2025Q2: 29,274 shares; 2025Q3: 29,899 shares; 2025Q4: 30,105 shares; 2026Q1: 29,391 shares 29,391 $5.57M 0.56% -714 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,009 shares; 2025Q1: 23,542 shares; 2025Q2: 23,061 shares; 2025Q3: 23,824 shares; 2025Q4: 24,410 shares; 2026Q1: 25,911 shares 25,911 $5.54M 0.56% +1,501 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: not loaded; 2024Q4: 5,598 shares; 2025Q1: 5,209 shares; 2025Q2: 5,158 shares; 2025Q3: 5,390 shares; 2025Q4: 5,381 shares; 2026Q1: 6,279 shares 6,279 $5.31M 0.53% +898 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 loaded; 2024Q4: 78,006 shares; 2025Q1: 75,038 shares; 2025Q2: 81,140 shares; 2025Q3: 94,317 shares; 2025Q4: 95,563 shares; 2026Q1: 101,501 shares 101,501 $5.28M 0.53% +5,938 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: not loaded; 2024Q4: 9,222 shares; 2025Q1: 9,272 shares; 2025Q2: 9,272 shares; 2025Q3: 9,272 shares; 2025Q4: 8,246 shares; 2026Q1: 8,811 shares 8,811 $5.27M 0.53% +565 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: not loaded; 2024Q4: 38,340 shares; 2025Q1: 37,472 shares; 2025Q2: 37,608 shares; 2025Q3: 38,552 shares; 2025Q4: 37,518 shares; 2026Q1: 36,306 shares 36,306 $5.24M 0.53% -1,212 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,127 shares; 2025Q1: 36,978 shares; 2025Q2: 49,454 shares; 2025Q3: 88,397 shares; 2025Q4: 105,785 shares; 2026Q1: 117,825 shares 117,825 $5.21M 0.52% +12,040 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109,894 shares; 2025Q1: 109,894 shares; 2025Q2: 109,894 shares; 2025Q3: 109,619 shares; 2025Q4: 104,933 shares; 2026Q1: 104,933 shares 104,933 $4.79M 0.48% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,643 shares; 2025Q1: 29,171 shares; 2025Q2: 28,562 shares; 2025Q3: 28,975 shares; 2025Q4: 28,600 shares; 2026Q1: 29,705 shares 29,705 $4.67M 0.47% +1,105 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,037 shares; 2025Q1: 12,440 shares; 2025Q2: 12,540 shares; 2025Q3: 13,703 shares; 2025Q4: 15,026 shares; 2026Q1: 13,702 shares 13,702 $4.63M 0.46% -1,324 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,658 shares; 2025Q1: 65,055 shares; 2025Q2: 64,401 shares; 2025Q3: 63,087 shares; 2025Q4: 61,556 shares; 2026Q1: 58,255 shares 58,255 $4.57M 0.46% -3,301 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,674 shares; 2025Q1: 17,445 shares; 2025Q2: 19,097 shares; 2025Q3: 19,016 shares; 2025Q4: 20,574 shares; 2026Q1: 20,514 shares 20,514 $4.27M 0.43% -60 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: not loaded; 2024Q4: 21,532 shares; 2025Q1: 20,055 shares; 2025Q2: 17,887 shares; 2025Q3: 17,537 shares; 2025Q4: 17,315 shares; 2026Q1: 16,298 shares 16,298 $4.24M 0.43% -1,017 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,030 shares; 2025Q1: 154,155 shares; 2025Q2: 153,661 shares; 2025Q3: 156,943 shares; 2025Q4: 175,417 shares; 2026Q1: 193,577 shares 193,577 $4.02M 0.4% +18,160 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: not loaded; 2024Q4: 42,000 shares; 2025Q1: 40,113 shares; 2025Q2: 40,043 shares; 2025Q3: 42,222 shares; 2025Q4: 43,171 shares; 2026Q1: 43,131 shares 43,131 $4.01M 0.4% -40 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: not loaded; 2024Q4: 90,597 shares; 2025Q1: 82,902 shares; 2025Q2: 81,371 shares; 2025Q3: 80,929 shares; 2025Q4: 80,265 shares; 2026Q1: 81,972 shares 81,972 $4M 0.4% +1,707 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: not loaded; 2024Q4: 20,621 shares; 2025Q1: 20,084 shares; 2025Q2: 20,246 shares; 2025Q3: 20,151 shares; 2025Q4: 20,172 shares; 2026Q1: 20,116 shares 20,116 $3.99M 0.4% -56 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: not loaded; 2024Q4: 19,907 shares; 2025Q1: 19,617 shares; 2025Q2: 19,852 shares; 2025Q3: 19,685 shares; 2025Q4: 19,012 shares; 2026Q1: 18,514 shares 18,514 $3.98M 0.4% -498 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: not loaded; 2024Q4: 26,287 shares; 2025Q1: 25,095 shares; 2025Q2: 24,964 shares; 2025Q3: 25,305 shares; 2025Q4: 23,518 shares; 2026Q1: 22,879 shares 22,879 $3.95M 0.4% -639 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,152 shares; 2025Q1: 10,153 shares; 2025Q2: 10,474 shares; 2025Q3: 11,239 shares; 2025Q4: 14,723 shares; 2026Q1: 15,903 shares 15,903 $3.93M 0.39% +1,180 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,189 shares; 2025Q1: 63,207 shares; 2025Q2: 65,553 shares; 2025Q3: 65,236 shares; 2025Q4: 61,259 shares; 2026Q1: 77,258 shares 77,258 $3.89M 0.39% +15,999 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,240 shares; 2025Q1: 8,373 shares; 2025Q2: 8,248 shares; 2025Q3: 8,224 shares; 2025Q4: 8,183 shares; 2026Q1: 7,924 shares 7,924 $3.75M 0.38% -259 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: not loaded; 2024Q4: 14,112 shares; 2025Q1: 13,665 shares; 2025Q2: 12,556 shares; 2025Q3: 12,386 shares; 2025Q4: 12,079 shares; 2026Q1: 11,993 shares 11,993 $3.73M 0.37% -86 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: not loaded; 2024Q4: 20,760 shares; 2025Q1: 20,568 shares; 2025Q2: 21,153 shares; 2025Q3: 21,409 shares; 2025Q4: 23,806 shares; 2026Q1: 23,754 shares 23,754 $3.69M 0.37% -52 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 loaded; 2024Q4: 32,999 shares; 2025Q1: 36,299 shares; 2025Q2: 41,766 shares; 2025Q3: 46,550 shares; 2025Q4: 50,893 shares; 2026Q1: 50,712 shares 50,712 $3.64M 0.37% -181 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 2,494 shares; 2025Q4: 2,991 shares; 2026Q1: 4,152 shares 4,152 $3.62M 0.36% +1,161 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: not loaded; 2024Q4: 20,372 shares; 2025Q1: 18,835 shares; 2025Q2: 19,182 shares; 2025Q3: 19,749 shares; 2025Q4: 19,852 shares; 2026Q1: 19,384 shares 19,384 $3.54M 0.35% -468 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,379 shares; 2025Q2: 11,312 shares; 2025Q3: 14,522 shares; 2025Q4: 43,304 shares; 2026Q1: 46,911 shares 46,911 $3.53M 0.35% +3,607 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: not loaded; 2024Q4: 14,970 shares; 2025Q1: 14,801 shares; 2025Q2: 14,640 shares; 2025Q3: 14,661 shares; 2025Q4: 14,617 shares; 2026Q1: 14,488 shares 14,488 $3.52M 0.35% -129 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 loaded; 2024Q4: 9,800 shares; 2025Q1: 3,754 shares; 2025Q2: 3,772 shares; 2025Q3: 4,180 shares; 2025Q4: 5,074 shares; 2026Q1: 6,175 shares 6,175 $3.48M 0.35% +1,101 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: not loaded; 2024Q4: 28,183 shares; 2025Q1: 24,557 shares; 2025Q2: 25,727 shares; 2025Q3: 25,969 shares; 2025Q4: 28,157 shares; 2026Q1: 28,265 shares 28,265 $3.43M 0.34% +108 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,440 shares; 2025Q1: 37,342 shares; 2025Q2: 37,741 shares; 2025Q3: 37,676 shares; 2025Q4: 32,508 shares; 2026Q1: 30,213 shares 30,213 $3.42M 0.34% -2,295 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 74,789 shares; 2025Q1: 75,906 shares; 2025Q2: 69,321 shares; 2025Q3: 67,988 shares; 2025Q4: 61,271 shares; 2026Q1: 59,082 shares 59,082 $3.35M 0.34% -2,189 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: not loaded; 2024Q4: 53,125 shares; 2025Q1: 52,942 shares; 2025Q2: 53,321 shares; 2025Q3: 53,862 shares; 2025Q4: 68,192 shares; 2026Q1: 69,697 shares 69,697 $3.2M 0.32% +1,505 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,029 shares; 2025Q1: 10,704 shares; 2025Q2: 10,412 shares; 2025Q3: 10,146 shares; 2025Q4: 10,089 shares; 2026Q1: 9,992 shares 9,992 $3.2M 0.32% -97 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: not loaded; 2024Q4: 12,417 shares; 2025Q1: 13,900 shares; 2025Q2: 13,797 shares; 2025Q3: 12,737 shares; 2025Q4: 12,626 shares; 2026Q1: 16,197 shares 16,197 $3.12M 0.31% +3,571 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: not loaded; 2024Q4: 5,235 shares; 2025Q1: 4,540 shares; 2025Q2: 9,003 shares; 2025Q3: 9,189 shares; 2025Q4: 9,458 shares; 2026Q1: 8,644 shares 8,644 $3.08M 0.31% -814 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,155 shares; 2025Q1: 21,503 shares; 2025Q2: 21,175 shares; 2025Q3: 21,154 shares; 2025Q4: 27,806 shares; 2026Q1: 29,798 shares 29,798 $3.04M 0.31% +1,992 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 loaded; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,015 shares; 2025Q3: 8,037 shares; 2025Q4: 9,098 shares; 2026Q1: 9,782 shares 9,782 $3.03M 0.3% +684 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: not loaded; 2024Q4: 2,551 shares; 2025Q1: 3,023 shares; 2025Q2: 3,174 shares; 2025Q3: 3,091 shares; 2025Q4: 2,761 shares; 2026Q1: 3,291 shares 3,291 $3.03M 0.3% +530 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,792 shares; 2025Q1: 34,075 shares; 2025Q2: 44,405 shares; 2025Q3: 61,291 shares; 2025Q4: 62,404 shares; 2026Q1: 62,504 shares 62,504 $2.94M 0.29% +100 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: not loaded; 2024Q4: 14,033 shares; 2025Q1: 12,273 shares; 2025Q2: 12,180 shares; 2025Q3: 12,570 shares; 2025Q4: 12,978 shares; 2026Q1: 12,903 shares 12,903 $2.92M 0.29% -75 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 loaded; 2024Q4: 17,279 shares; 2025Q1: 16,011 shares; 2025Q2: 15,032 shares; 2025Q3: 15,169 shares; 2025Q4: 16,349 shares; 2026Q1: 16,606 shares 16,606 $2.88M 0.29% +257 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 loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $2.87M 0.29% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,692 shares; 2025Q1: 12,206 shares; 2025Q2: 12,679 shares; 2025Q3: 13,421 shares; 2025Q4: 12,428 shares; 2026Q1: 17,678 shares 17,678 $2.83M 0.28% +5,250 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: not loaded; 2024Q4: 31,595 shares; 2025Q1: 29,347 shares; 2025Q2: 30,305 shares; 2025Q3: 30,473 shares; 2025Q4: 30,426 shares; 2026Q1: 29,291 shares 29,291 $2.82M 0.28% -1,135 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: not loaded; 2024Q4: 13,382 shares; 2025Q1: 13,284 shares; 2025Q2: 13,293 shares; 2025Q3: 13,306 shares; 2025Q4: 9,993 shares; 2026Q1: 10,636 shares 10,636 $2.79M 0.28% +643 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,470 shares; 2025Q1: 39,444 shares; 2025Q2: 40,765 shares; 2025Q3: 40,189 shares; 2025Q4: 40,006 shares; 2026Q1: 39,955 shares 39,955 $2.77M 0.28% -51 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,038 shares; 2025Q1: 6,489 shares; 2025Q2: 6,672 shares; 2025Q3: 6,378 shares; 2025Q4: 5,978 shares; 2026Q1: 8,275 shares 8,275 $2.71M 0.27% +2,297 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 loaded; 2024Q4: 64,784 shares; 2025Q1: 61,148 shares; 2025Q2: 14,440 shares; 2025Q3: 15,390 shares; 2025Q4: 16,923 shares; 2026Q1: 16,283 shares 16,283 $2.68M 0.27% -640 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,773 shares; 2025Q1: 58,490 shares; 2025Q2: 57,910 shares; 2025Q3: 56,197 shares; 2025Q4: 55,016 shares; 2026Q1: 53,155 shares 53,155 $2.66M 0.27% -1,861 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,996 shares; 2025Q3: 52,944 shares; 2025Q4: 52,745 shares; 2026Q1: 52,745 shares 52,745 $2.45M 0.25% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,297 shares; 2025Q1: 9,182 shares; 2025Q2: 9,929 shares; 2025Q3: 9,974 shares; 2025Q4: 9,614 shares; 2026Q1: 12,226 shares 12,226 $2.43M 0.24% +2,612 Timeline TIP 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 loaded; 2024Q4: 40,427 shares; 2025Q1: 26,163 shares; 2025Q2: 26,043 shares; 2025Q3: 25,176 shares; 2025Q4: 22,723 shares; 2026Q1: 21,667 shares 21,667 $2.39M 0.24% -1,056 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: not loaded; 2024Q4: 37,200 shares; 2025Q1: 35,389 shares; 2025Q2: 32,766 shares; 2025Q3: 32,042 shares; 2025Q4: 30,926 shares; 2026Q1: 30,776 shares 30,776 $2.34M 0.23% -150 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: not loaded; 2024Q4: 20,063 shares; 2025Q1: 22,422 shares; 2025Q2: 22,020 shares; 2025Q3: 21,102 shares; 2025Q4: 22,313 shares; 2026Q1: 17,674 shares 17,674 $2.33M 0.23% -4,639 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,789 shares; 2025Q1: 47,638 shares; 2025Q2: 63,447 shares; 2025Q3: 76,561 shares; 2025Q4: 93,119 shares; 2026Q1: 121,581 shares 121,581 $2.27M 0.23% +28,462 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: not loaded; 2024Q4: 30,357 shares; 2025Q1: 24,873 shares; 2025Q2: 24,730 shares; 2025Q3: 24,540 shares; 2025Q4: 24,675 shares; 2026Q1: 24,785 shares 24,785 $2.24M 0.23% +110 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,507 shares; 2025Q4: 20,333 shares; 2026Q1: 24,824 shares 24,824 $2.24M 0.22% +4,491 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,857 shares; 2025Q1: 30,458 shares; 2025Q2: 30,264 shares; 2025Q3: 30,296 shares; 2025Q4: 30,158 shares; 2026Q1: 30,827 shares 30,827 $2.18M 0.22% +669 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: not loaded; 2024Q4: 21,475 shares; 2025Q1: 21,646 shares; 2025Q2: 21,004 shares; 2025Q3: 20,432 shares; 2025Q4: 20,096 shares; 2026Q1: 19,834 shares 19,834 $2.18M 0.22% -262 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 loaded; 2024Q4: 9,510 shares; 2025Q1: 9,230 shares; 2025Q2: 8,955 shares; 2025Q3: 8,982 shares; 2025Q4: 9,114 shares; 2026Q1: 9,102 shares 9,102 $2.15M 0.22% -12 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: not loaded; 2024Q4: 4,792 shares; 2025Q1: 4,424 shares; 2025Q2: 4,547 shares; 2025Q3: 5,290 shares; 2025Q4: 7,485 shares; 2026Q1: 7,348 shares 7,348 $2.11M 0.21% -137 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: not loaded; 2024Q4: 2,960 shares; 2025Q1: 3,576 shares; 2025Q2: 3,437 shares; 2025Q3: 3,316 shares; 2025Q4: 3,103 shares; 2026Q1: 4,197 shares 4,197 $2.1M 0.21% +1,094 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 loaded; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,469 shares; 2026Q1: 2,386 shares 2,386 $2.06M 0.21% -83 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: not loaded; 2024Q4: 85,228 shares; 2025Q1: 79,677 shares; 2025Q2: 78,302 shares; 2025Q3: 77,056 shares; 2025Q4: 74,244 shares; 2026Q1: 73,164 shares 73,164 $2.05M 0.21% -1,080 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: not loaded; 2024Q4: 2,411 shares; 2025Q1: 2,184 shares; 2025Q2: 2,369 shares; 2025Q3: 2,529 shares; 2025Q4: 2,579 shares; 2026Q1: 2,656 shares 2,656 $2.05M 0.21% +77 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,973 shares; 2025Q3: 11,176 shares; 2025Q4: 10,907 shares; 2026Q1: 16,062 shares 16,062 $2.03M 0.2% +5,155 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,154 shares; 2026Q1: 43,651 shares 43,651 $2.03M 0.2% +20,497 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,169 shares; 2025Q1: 32,584 shares; 2025Q2: 32,459 shares; 2025Q3: 32,363 shares; 2025Q4: 30,842 shares; 2026Q1: 30,806 shares 30,806 $1.98M 0.2% -36 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,199 shares; 2025Q1: 5,623 shares; 2025Q2: 5,810 shares; 2025Q3: 5,059 shares; 2025Q4: 5,014 shares; 2026Q1: 7,185 shares 7,185 $1.98M 0.2% +2,171 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,153 shares; 2025Q1: 8,469 shares; 2025Q2: 20,275 shares; 2025Q3: 20,265 shares; 2025Q4: 20,102 shares; 2026Q1: 20,102 shares 20,102 $1.96M 0.2% 0 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: not loaded; 2024Q4: 23,201 shares; 2025Q1: 24,864 shares; 2025Q2: 24,377 shares; 2025Q3: 23,829 shares; 2025Q4: 23,999 shares; 2026Q1: 29,271 shares 29,271 $1.95M 0.2% +5,272 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,061 shares; 2025Q3: 42,990 shares; 2025Q4: 70,118 shares; 2026Q1: 117,720 shares 117,720 $1.94M 0.19% +47,602 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: not loaded; 2024Q4: 6,660 shares; 2025Q1: 6,615 shares; 2025Q2: 8,451 shares; 2025Q3: 8,683 shares; 2025Q4: 9,088 shares; 2026Q1: 9,462 shares 9,462 $1.92M 0.19% +374 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: not loaded; 2024Q4: 5,649 shares; 2025Q1: 2,504 shares; 2025Q2: 2,460 shares; 2025Q3: 2,471 shares; 2025Q4: 3,007 shares; 2026Q1: 3,145 shares 3,145 $1.9M 0.19% +138 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,760 shares; 2025Q1: 49,833 shares; 2025Q2: 63,086 shares; 2025Q3: 67,697 shares; 2025Q4: 81,521 shares; 2026Q1: 92,900 shares 92,900 $1.9M 0.19% +11,379 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: not loaded; 2024Q4: 26,306 shares; 2025Q1: 26,188 shares; 2025Q2: 25,844 shares; 2025Q3: 25,783 shares; 2025Q4: 25,812 shares; 2026Q1: 25,740 shares 25,740 $1.86M 0.19% -72 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: not loaded; 2024Q4: 30,558 shares; 2025Q1: 30,558 shares; 2025Q2: 29,303 shares; 2025Q3: 23,591 shares; 2025Q4: 23,248 shares; 2026Q1: 26,616 shares 26,616 $1.86M 0.19% +3,368 Timeline GVI 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 loaded; 2024Q4: 18,096 shares; 2025Q1: 17,691 shares; 2025Q2: 17,691 shares; 2025Q3: 16,979 shares; 2025Q4: 16,896 shares; 2026Q1: 17,278 shares 17,278 $1.84M 0.18% +382 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: not loaded; 2024Q4: 1,779 shares; 2025Q1: 2,021 shares; 2025Q2: 1,930 shares; 2025Q3: 1,959 shares; 2025Q4: 9,745 shares; 2026Q1: 17,293 shares 17,293 $1.81M 0.18% +7,548 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,350 shares; 2025Q1: 6,282 shares; 2025Q2: 6,559 shares; 2025Q3: 6,673 shares; 2025Q4: 5,894 shares; 2026Q1: 6,342 shares 6,342 $1.8M 0.18% +448 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,205 shares; 2025Q1: 23,975 shares; 2025Q2: 40,063 shares; 2025Q3: 53,676 shares; 2025Q4: 70,341 shares; 2026Q1: 106,951 shares 106,951 $1.79M 0.18% +36,610 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,538 shares; 2026Q1: 59,110 shares 59,110 $1.75M 0.18% +19,572 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,757 shares; 2025Q1: 2,303 shares; 2025Q2: 2,593 shares; 2025Q3: 2,834 shares; 2025Q4: 2,743 shares; 2026Q1: 3,777 shares 3,777 $1.74M 0.17% +1,034 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,173 shares; 2025Q1: 7,972 shares; 2025Q2: 7,963 shares; 2025Q3: 7,088 shares; 2025Q4: 5,296 shares; 2026Q1: 5,296 shares 5,296 $1.73M 0.17% 0 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: not loaded; 2024Q4: 28,067 shares; 2025Q1: 27,049 shares; 2025Q2: 26,747 shares; 2025Q3: 26,180 shares; 2025Q4: 26,083 shares; 2026Q1: 29,946 shares 29,946 $1.7M 0.17% +3,863 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: not loaded; 2024Q4: 11,485 shares; 2025Q1: 10,590 shares; 2025Q2: 10,671 shares; 2025Q3: 11,114 shares; 2025Q4: 11,865 shares; 2026Q1: 12,096 shares 12,096 $1.66M 0.17% +231 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,280 shares; 2025Q1: 10,990 shares; 2025Q2: 9,575 shares; 2025Q3: 9,481 shares; 2025Q4: 9,206 shares; 2026Q1: 9,144 shares 9,144 $1.64M 0.16% -62 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: not loaded; 2024Q4: 40,332 shares; 2025Q1: 38,964 shares; 2025Q2: 40,956 shares; 2025Q3: 41,938 shares; 2025Q4: 39,218 shares; 2026Q1: 34,008 shares 34,008 $1.54M 0.15% -5,210 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,465 shares; 2025Q1: 34,125 shares; 2025Q2: 33,970 shares; 2025Q3: 33,910 shares; 2025Q4: 33,810 shares; 2026Q1: 33,783 shares 33,783 $1.53M 0.15% -27 Timeline VPU 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 loaded; 2024Q4: 11,317 shares; 2025Q1: 9,772 shares; 2025Q2: 8,169 shares; 2025Q3: 7,946 shares; 2025Q4: 7,693 shares; 2026Q1: 7,664 shares 7,664 $1.52M 0.15% -29 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: not loaded; 2024Q4: 94,572 shares; 2025Q1: 94,572 shares; 2025Q2: 74,718 shares; 2025Q3: 74,718 shares; 2025Q4: 58,489 shares; 2026Q1: 58,489 shares 58,489 $1.5M 0.15% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,371 shares; 2025Q1: 16,237 shares; 2025Q2: 16,152 shares; 2025Q3: 16,099 shares; 2025Q4: 16,099 shares; 2026Q1: 16,052 shares 16,052 $1.48M 0.15% -47 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,756 shares; 2025Q1: 14,756 shares; 2025Q2: 17,043 shares; 2025Q3: 17,794 shares; 2025Q4: 18,090 shares; 2026Q1: 18,090 shares 18,090 $1.44M 0.14% 0 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: not loaded; 2024Q4: 21,421 shares; 2025Q1: 20,378 shares; 2025Q2: 19,864 shares; 2025Q3: 14,526 shares; 2025Q4: 13,475 shares; 2026Q1: 14,466 shares 14,466 $1.42M 0.14% +991 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,304 shares; 2026Q1: 27,779 shares 27,779 $1.42M 0.14% +6,475 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: not loaded; 2024Q4: 10,101 shares; 2025Q1: 9,447 shares; 2025Q2: 9,381 shares; 2025Q3: 9,286 shares; 2025Q4: 8,486 shares; 2026Q1: 3,856 shares 3,856 $1.36M 0.14% -4,630 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares 1,027 $1.36M 0.14% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,896 shares; 2025Q1: 62,145 shares; 2025Q2: 66,924 shares; 2025Q3: 64,727 shares; 2025Q4: 70,090 shares; 2026Q1: 69,295 shares 69,295 $1.35M 0.14% -795 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,997 shares; 2025Q1: 44,377 shares; 2025Q2: 55,384 shares; 2025Q3: 56,931 shares; 2025Q4: 63,772 shares; 2026Q1: 68,830 shares 68,830 $1.35M 0.14% +5,058 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,287 shares; 2025Q1: 1,520 shares; 2025Q2: 3,162 shares; 2025Q3: 3,560 shares; 2025Q4: 3,364 shares; 2026Q1: 3,669 shares 3,669 $1.31M 0.13% +305 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,027 shares; 2025Q1: 17,012 shares; 2025Q2: 17,012 shares; 2025Q3: 16,983 shares; 2025Q4: 16,616 shares; 2026Q1: 15,538 shares 15,538 $1.3M 0.13% -1,078 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 loaded; 2024Q4: 1,188 shares; 2025Q1: 1,159 shares; 2025Q2: 1,243 shares; 2025Q3: 1,335 shares; 2025Q4: 1,352 shares; 2026Q1: 1,331 shares 1,331 $1.28M 0.13% -21 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: not loaded; 2024Q4: 18,350 shares; 2025Q1: 17,821 shares; 2025Q2: 17,076 shares; 2025Q3: 16,923 shares; 2025Q4: 14,444 shares; 2026Q1: 14,141 shares 14,141 $1.28M 0.13% -303 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: 2,897 shares; 2025Q3: 3,320 shares; 2025Q4: 3,199 shares; 2026Q1: 3,634 shares 3,634 $1.23M 0.12% +435 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 loaded; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,735 shares 1,735 $1.21M 0.12% +108 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,330 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares; 2026Q1: 3,356 shares 3,356 $1.2M 0.12% 0 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: not loaded; 2024Q4: 5,777 shares; 2025Q1: 5,586 shares; 2025Q2: 5,491 shares; 2025Q3: 5,591 shares; 2025Q4: 5,110 shares; 2026Q1: 4,960 shares 4,960 $1.2M 0.12% -150 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,990 shares; 2025Q2: 20,990 shares; 2025Q3: 20,990 shares; 2025Q4: 16,990 shares; 2026Q1: 16,990 shares 16,990 $1.2M 0.12% 0 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: not loaded; 2024Q4: 1,397 shares; 2025Q1: 1,393 shares; 2025Q2: 1,379 shares; 2025Q3: 1,287 shares; 2025Q4: 1,212 shares; 2026Q1: 1,190 shares 1,190 $1.19M 0.12% -22 Timeline PTF 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 loaded; 2024Q4: 13,560 shares; 2025Q1: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,560 shares; 2025Q4: 13,560 shares; 2026Q1: 13,560 shares 13,560 $1.17M 0.12% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,001 shares; 2025Q1: 13,882 shares; 2025Q2: 13,339 shares; 2025Q3: 13,215 shares; 2025Q4: 12,754 shares; 2026Q1: 12,975 shares 12,975 $1.15M 0.12% +221 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: not loaded; 2024Q4: 11,712 shares; 2025Q1: 11,481 shares; 2025Q2: 11,541 shares; 2025Q3: 11,959 shares; 2025Q4: 11,732 shares; 2026Q1: 11,732 shares 11,732 $1.14M 0.11% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,150 shares; 2025Q3: 91,325 shares; 2025Q4: 91,325 shares; 2026Q1: 91,325 shares 91,325 $1.13M 0.11% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,558 shares; 2025Q1: 2,620 shares; 2025Q2: 2,664 shares; 2025Q3: 2,682 shares; 2025Q4: 2,624 shares; 2026Q1: 2,631 shares 2,631 $1.1M 0.11% +7 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: not loaded; 2024Q4: 1,864 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares 1,864 $1.08M 0.11% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: 3,646 shares; 2025Q2: 4,152 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares; 2026Q1: 4,255 shares 4,255 $1.07M 0.11% +103 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: not loaded; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,992 shares; 2026Q1: 5,084 shares 5,084 $1.05M 0.11% +1,092 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: not loaded; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,185 shares; 2025Q4: 6,631 shares; 2026Q1: 16,629 shares 16,629 $1.04M 0.1% +9,998 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: not loaded; 2024Q4: 20,269 shares; 2025Q1: 19,265 shares; 2025Q2: 17,274 shares; 2025Q3: 20,874 shares; 2025Q4: 20,504 shares; 2026Q1: 21,032 shares 21,032 $1.01M 0.1% +528 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: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,292 shares; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares; 2026Q1: 2,274 shares 2,274 $978K 0.1% -50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,417 shares; 2025Q3: 49,796 shares; 2025Q4: 24,830 shares; 2026Q1: 22,037 shares 22,037 $972K 0.1% -2,793 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: not loaded; 2024Q4: 10,204 shares; 2025Q1: 10,201 shares; 2025Q2: 9,198 shares; 2025Q3: 11,611 shares; 2025Q4: 14,866 shares; 2026Q1: 15,503 shares 15,503 $958K 0.1% +637 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: not loaded; 2024Q4: 6,607 shares; 2025Q1: 7,876 shares; 2025Q2: 8,032 shares; 2025Q3: 8,091 shares; 2025Q4: 7,910 shares; 2026Q1: 4,845 shares 4,845 $904K 0.09% -3,065 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,247 shares; 2026Q1: 2,247 shares 2,247 $898K 0.09% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,435 shares; 2025Q1: 3,095 shares; 2025Q2: 3,309 shares; 2025Q3: 3,298 shares; 2025Q4: 3,285 shares; 2026Q1: 3,278 shares 3,278 $874K 0.09% -7 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,143 shares 46,143 $869K 0.09% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 942 shares; 2025Q1: 936 shares; 2025Q2: 916 shares; 2025Q3: 895 shares; 2025Q4: 892 shares; 2026Q1: 886 shares 886 $868K 0.09% -6 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,938 shares; 2025Q1: 3,326 shares; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares 3,068 $835K 0.08% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,012 shares; 2026Q1: 40,391 shares 40,391 $832K 0.08% +23,379 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: not loaded; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,308 shares; 2025Q4: 9,228 shares; 2026Q1: 12,026 shares 12,026 $812K 0.08% +2,798 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: not loaded; 2024Q4: 3,262 shares; 2025Q1: 3,262 shares; 2025Q2: 3,288 shares; 2025Q3: 3,265 shares; 2025Q4: 3,267 shares; 2026Q1: 3,222 shares 3,222 $799K 0.08% -45 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,463 shares; 2025Q1: 8,413 shares; 2025Q2: 8,413 shares; 2025Q3: 8,413 shares; 2025Q4: 8,413 shares; 2026Q1: 9,893 shares 9,893 $784K 0.08% +1,480 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,397 shares; 2025Q1: 22,277 shares; 2025Q2: 21,899 shares; 2025Q3: 21,899 shares; 2025Q4: 17,073 shares; 2026Q1: 17,043 shares 17,043 $770K 0.08% -30 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,445 shares; 2025Q1: 11,550 shares; 2025Q2: 11,400 shares; 2025Q3: 11,252 shares; 2025Q4: 9,171 shares; 2026Q1: 8,666 shares 8,666 $759K 0.08% -505 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,175 shares; 2025Q4: 13,175 shares; 2026Q1: 13,175 shares 13,175 $727K 0.07% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,833 shares; 2025Q1: 9,433 shares; 2025Q2: 9,833 shares; 2025Q3: 9,863 shares; 2025Q4: 9,334 shares; 2026Q1: 9,434 shares 9,434 $687K 0.07% +100 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,894 shares; 2025Q1: 18,894 shares; 2025Q2: 17,164 shares; 2025Q3: 17,164 shares; 2025Q4: 17,035 shares; 2026Q1: 17,035 shares 17,035 $684K 0.07% 0 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: not loaded; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 6,437 shares; 2025Q3: 6,784 shares; 2025Q4: 6,766 shares; 2026Q1: 5,188 shares 5,188 $680K 0.07% -1,578 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: not loaded; 2024Q4: 1,176 shares; 2025Q1: 1,101 shares; 2025Q2: 1,964 shares; 2025Q3: 1,387 shares; 2025Q4: 1,381 shares; 2026Q1: 1,379 shares 1,379 $678K 0.07% -2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,375 shares; 2025Q1: 70,100 shares; 2025Q2: 6,243 shares; 2025Q3: 5,879 shares; 2025Q4: 5,757 shares; 2026Q1: 4,962 shares 4,962 $675K 0.07% -795 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,033 shares; 2025Q1: 1,976 shares; 2025Q2: 2,092 shares; 2025Q3: 2,133 shares; 2025Q4: 2,112 shares; 2026Q1: 2,112 shares 2,112 $672K 0.07% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524 $661K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,739 shares; 2025Q1: 6,278 shares; 2025Q2: 6,682 shares; 2025Q3: 6,682 shares; 2025Q4: 6,440 shares; 2026Q1: 6,640 shares 6,640 $659K 0.07% +200 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 4,912 shares; 2026Q1: 4,912 shares 4,912 $653K 0.07% 0 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: not loaded; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: 4,398 shares; 2025Q3: 4,524 shares; 2025Q4: 4,323 shares; 2026Q1: 4,446 shares 4,446 $643K 0.06% +123 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,296 shares; 2025Q1: 12,296 shares; 2025Q2: 12,296 shares; 2025Q3: 12,296 shares; 2025Q4: 12,907 shares; 2026Q1: 12,907 shares 12,907 $635K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,606 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,954 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares 3,975 $635K 0.06% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,945 shares 4,945 $626K 0.06% new Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,728 shares; 2025Q1: 12,529 shares; 2025Q2: 13,277 shares; 2025Q3: 13,277 shares; 2025Q4: 13,277 shares; 2026Q1: 13,277 shares 13,277 $599K 0.06% 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 loaded; 2024Q4: 7,970 shares; 2025Q1: 7,970 shares; 2025Q2: 7,970 shares; 2025Q3: 6,037 shares; 2025Q4: 6,037 shares; 2026Q1: 6,037 shares 6,037 $586K 0.06% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,678 shares; 2025Q1: 5,657 shares; 2025Q2: 5,657 shares; 2025Q3: 5,657 shares; 2025Q4: 3,878 shares; 2026Q1: 3,878 shares 3,878 $574K 0.06% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,840 shares; 2025Q1: 16,964 shares; 2025Q2: 16,134 shares; 2025Q3: 18,148 shares; 2025Q4: 18,148 shares; 2026Q1: 23,622 shares 23,622 $559K 0.06% +5,474 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: not loaded; 2024Q4: 636 shares; 2025Q1: 640 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,264 shares; 2026Q1: 1,274 shares 1,274 $551K 0.06% +10 Timeline LQD 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 loaded; 2024Q4: 6,402 shares; 2025Q1: 5,472 shares; 2025Q2: 5,472 shares; 2025Q3: 5,386 shares; 2025Q4: 5,386 shares; 2026Q1: 4,987 shares 4,987 $544K 0.05% -399 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: not loaded; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares 4,713 $533K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $533K 0.05% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares; 2026Q1: 17,100 shares 17,100 $529K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,252 shares; 2025Q1: 1,252 shares; 2025Q2: 1,230 shares; 2025Q3: 1,248 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $526K 0.05% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 938 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366 shares 2,366 $511K 0.05% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,923 shares; 2025Q1: 42,148 shares; 2025Q2: 46,231 shares; 2025Q3: 50,753 shares; 2025Q4: 9,245 shares; 2026Q1: 9,146 shares 9,146 $510K 0.05% -99 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: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,289 shares; 2026Q1: 1,364 shares 1,364 $507K 0.05% +75 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,942 shares; 2025Q1: 1,930 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 2,018 shares 2,018 $502K 0.05% +118 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: not loaded; 2024Q4: 1,369 shares; 2025Q1: not reported; 2025Q2: 1,369 shares; 2025Q3: 1,357 shares; 2025Q4: 1,493 shares; 2026Q1: 1,448 shares 1,448 $495K 0.05% -45 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,987 shares; 2025Q1: 11,987 shares; 2025Q2: 11,987 shares; 2025Q3: 13,847 shares; 2025Q4: 13,847 shares; 2026Q1: 13,847 shares 13,847 $491K 0.05% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,303 shares; 2025Q2: 11,138 shares; 2025Q3: 13,745 shares; 2025Q4: 16,088 shares; 2026Q1: 20,886 shares 20,886 $489K 0.05% +4,798 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,311 shares 8,311 $489K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,496 shares; 2025Q3: 2,486 shares; 2025Q4: 2,506 shares; 2026Q1: 2,506 shares 2,506 $487K 0.05% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 190 shares; 2025Q2: 205 shares; 2025Q3: 269 shares; 2025Q4: 225 shares; 2026Q1: 255 shares 255 $481K 0.05% +30 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,525 shares 21,525 $470K 0.05% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,624 shares; 2025Q1: 10,370 shares; 2025Q2: 10,370 shares; 2025Q3: 9,256 shares; 2025Q4: 8,863 shares; 2026Q1: 8,863 shares 8,863 $466K 0.05% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,271 shares; 2025Q1: 19,386 shares; 2025Q2: 20,236 shares; 2025Q3: 19,636 shares; 2025Q4: 19,636 shares; 2026Q1: 19,636 shares 19,636 $464K 0.05% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 15,774 shares; 2025Q3: 15,774 shares; 2025Q4: 15,774 shares; 2026Q1: 15,774 shares 15,774 $464K 0.05% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,814 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,864 shares 9,864 $457K 0.05% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,381 shares; 2025Q1: 6,381 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares 5,135 $455K 0.05% 0 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,500 shares; 2025Q1: 21,500 shares; 2025Q2: 15,073 shares; 2025Q3: 15,073 shares; 2025Q4: 15,073 shares; 2026Q1: 15,073 shares 15,073 $443K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 1,467 shares; 2026Q1: 1,127 shares 1,127 $442K 0.04% -340 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $433K 0.04% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,959 shares; 2025Q1: 3,959 shares; 2025Q2: 3,959 shares; 2025Q3: 3,959 shares; 2025Q4: 3,959 shares; 2026Q1: 3,921 shares 3,921 $425K 0.04% -38 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,841 shares; 2025Q1: 2,644 shares; 2025Q2: 3,044 shares; 2025Q3: 3,044 shares; 2025Q4: 3,007 shares; 2026Q1: 3,007 shares 3,007 $420K 0.04% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,200 shares; 2025Q1: 17,200 shares; 2025Q2: 14,329 shares; 2025Q3: 14,329 shares; 2025Q4: 14,329 shares; 2026Q1: 14,329 shares 14,329 $417K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,093 shares; 2025Q3: 1,752 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $414K 0.04% 0 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 loaded; 2024Q4: 6,197 shares; 2025Q1: 6,197 shares; 2025Q2: 5,191 shares; 2025Q3: 5,191 shares; 2025Q4: 5,197 shares; 2026Q1: 5,157 shares 5,157 $410K 0.04% -40 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,406 shares; 2025Q1: 3,406 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares 3,414 $405K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,040 shares; 2025Q1: 21,040 shares; 2025Q2: 21,040 shares; 2025Q3: 21,040 shares; 2025Q4: 20,832 shares; 2026Q1: 20,832 shares 20,832 $402K 0.04% 0 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 loaded; 2024Q4: 3,749 shares; 2025Q1: 3,234 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares 1,766 $398K 0.04% 0 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: not loaded; 2024Q4: 21,454 shares; 2025Q1: 25,287 shares; 2025Q2: 25,287 shares; 2025Q3: 25,037 shares; 2025Q4: 6,901 shares; 2026Q1: 6,545 shares 6,545 $397K 0.04% -356 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,781 shares; 2025Q4: 12,895 shares; 2026Q1: 17,208 shares 17,208 $396K 0.04% +4,313 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,080 shares; 2025Q1: 4,060 shares; 2025Q2: 822 shares; 2025Q3: 800 shares; 2025Q4: 803 shares; 2026Q1: 732 shares 732 $394K 0.04% -71 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: not loaded; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 1,734 shares; 2025Q3: 1,685 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $392K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,151 shares; 2025Q1: 5,799 shares; 2025Q2: 2,494 shares; 2025Q3: 2,494 shares; 2025Q4: 2,554 shares; 2026Q1: 2,364 shares 2,364 $391K 0.04% -190 Timeline CATH 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 loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $391K 0.04% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 14,888 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares; 2026Q1: 15,875 shares 15,875 $390K 0.04% 0 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: not loaded; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,143 shares; 2025Q4: 784 shares; 2026Q1: 784 shares 784 $389K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 3,667 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,667 shares 3,667 $380K 0.04% -200 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: not loaded; 2024Q4: 3,168 shares; 2025Q1: 3,168 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,054 shares; 2026Q1: 3,054 shares 3,054 $380K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,710 shares; 2025Q1: 4,242 shares; 2025Q2: 4,242 shares; 2025Q3: 4,231 shares; 2025Q4: 4,228 shares; 2026Q1: 4,108 shares 4,108 $378K 0.04% -120 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: not loaded; 2024Q4: 6,959 shares; 2025Q1: 7,655 shares; 2025Q2: 7,655 shares; 2025Q3: 7,655 shares; 2025Q4: 6,561 shares; 2026Q1: 6,561 shares 6,561 $378K 0.04% 0 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: not loaded; 2024Q4: 3,400 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 6,172 shares; 2026Q1: 6,172 shares 6,172 $378K 0.04% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,263 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $375K 0.04% 0 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,460 shares 17,460 $369K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 1,783 shares; 2026Q1: 1,868 shares 1,868 $367K 0.04% +85 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,185 shares; 2025Q1: 20,185 shares; 2025Q2: 20,185 shares; 2025Q3: 20,185 shares; 2025Q4: 20,185 shares; 2026Q1: 20,185 shares 20,185 $364K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,130 shares 6,130 $362K 0.04% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,049 shares; 2025Q1: 13,049 shares; 2025Q2: 14,049 shares; 2025Q3: 14,799 shares; 2025Q4: 14,799 shares; 2026Q1: 14,799 shares 14,799 $361K 0.04% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,552 shares; 2025Q1: 4,531 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,403 shares; 2026Q1: 4,270 shares 4,270 $342K 0.03% -133 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: not loaded; 2024Q4: 128,950 shares; 2025Q1: 129,688 shares; 2025Q2: 129,928 shares; 2025Q3: 128,936 shares; 2025Q4: 15,165 shares; 2026Q1: 11,877 shares 11,877 $341K 0.03% -3,288 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 777 shares; 2026Q1: 777 shares 777 $339K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: 1,554 shares; 2025Q4: 1,615 shares; 2026Q1: 1,186 shares 1,186 $337K 0.03% -429 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,536 shares; 2025Q4: 5,536 shares; 2026Q1: 4,936 shares 4,936 $336K 0.03% -600 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: not loaded; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares 544 $336K 0.03% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares; 2026Q1: 2,568 shares 2,568 $329K 0.03% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,950 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 1,926 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares 1,893 $327K 0.03% 0 Timeline RFG 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 loaded; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 5,780 shares 5,780 $317K 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,264 shares 2,264 $313K 0.03% +178 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,146 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $312K 0.03% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,742 shares; 2025Q3: 1,938 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares 2,045 $309K 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 704 shares 704 $308K 0.03% -9 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 loaded; 2024Q4: 13,242 shares; 2025Q1: 13,242 shares; 2025Q2: 9,916 shares; 2025Q3: 9,916 shares; 2025Q4: 9,916 shares; 2026Q1: 9,916 shares 9,916 $304K 0.03% 0 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: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 1,943 shares 1,943 $302K 0.03% -407 Timeline RZG 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 loaded; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares; 2026Q1: 5,295 shares 5,295 $302K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $301K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410 shares 3,410 $301K 0.03% new Timeline IDU 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 loaded; 2024Q4: 2,558 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558 $297K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,854 shares; 2025Q1: 36,751 shares; 2025Q2: 36,695 shares; 2025Q3: 3,181 shares; 2025Q4: 3,037 shares; 2026Q1: 2,240 shares 2,240 $293K 0.03% -797 Timeline PEJ 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 loaded; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares; 2026Q1: 5,045 shares 5,045 $293K 0.03% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,580 shares; 2025Q3: 15,889 shares; 2025Q4: 15,889 shares; 2026Q1: 15,889 shares 15,889 $292K 0.03% 0 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: not loaded; 2024Q4: 4,108 shares; 2025Q1: 3,235 shares; 2025Q2: 3,235 shares; 2025Q3: 3,235 shares; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares 3,235 $292K 0.03% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,076 shares; 2025Q1: 4,974 shares; 2025Q2: 4,398 shares; 2025Q3: 3,662 shares; 2025Q4: 3,491 shares; 2026Q1: 3,272 shares 3,272 $289K 0.03% -219 Timeline JNK 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 loaded; 2024Q4: 4,898 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 3,347 shares; 2025Q4: 3,347 shares; 2026Q1: 3,019 shares 3,019 $289K 0.03% -328 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 loaded; 2024Q4: 1,014 shares; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 825 shares; 2026Q1: 814 shares 814 $279K 0.03% -11 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: not loaded; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $277K 0.03% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $276K 0.03% new 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: not loaded; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $272K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,559 shares 3,559 $267K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,091 shares; 2025Q1: 8,091 shares; 2025Q2: 8,091 shares; 2025Q3: 8,591 shares; 2025Q4: 8,591 shares; 2026Q1: 7,091 shares 7,091 $264K 0.03% -1,500 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: not loaded; 2024Q4: 6,300 shares; 2025Q1: not reported; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,322 shares; 2026Q1: 6,235 shares 6,235 $256K 0.03% -87 Timeline PDP 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 loaded; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,095 shares 2,095 $253K 0.03% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,019 shares 12,019 $251K 0.03% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 1,767 shares; 2025Q3: 1,708 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $246K 0.02% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,134 shares; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: 2,942 shares; 2025Q4: 2,942 shares; 2026Q1: 2,746 shares 2,746 $237K 0.02% -196 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares 2,796 $224K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,530 shares; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: not reported; 2026Q1: 4,538 shares 4,538 $222K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,865 shares 5,865 $222K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,692 shares; 2025Q1: 7,609 shares; 2025Q2: 6,788 shares; 2025Q3: 7,373 shares; 2025Q4: 1,969 shares; 2026Q1: 1,657 shares 1,657 $217K 0.02% -312 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares 2,026 $217K 0.02% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $214K 0.02% 0 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: not loaded; 2024Q4: 4,490 shares; 2025Q1: 5,953 shares; 2025Q2: 6,098 shares; 2025Q3: 5,330 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $211K 0.02% 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: not loaded; 2024Q4: 5,588 shares; 2025Q1: 5,547 shares; 2025Q2: 2,560 shares; 2025Q3: 2,554 shares; 2025Q4: 2,084 shares; 2026Q1: 2,186 shares 2,186 $211K 0.02% +102 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,245 shares 6,245 $209K 0.02% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,780 shares 1,780 $208K 0.02% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,551 shares; 2025Q1: 4,180 shares; 2025Q2: not reported; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares 4,180 $207K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares; 2026Q1: 1,114 shares 1,114 $206K 0.02% -250 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,178 shares 3,178 $202K 0.02% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $202K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,325 shares 1,325 $201K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,630 shares 2,630 $200K 0.02% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,704 shares; 2026Q1: 4,704 shares 4,704 $200K 0.02% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,366 shares; 2025Q4: 13,367 shares; 2026Q1: 13,367 shares 13,367 $121K 0.01% 0 Timeline