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: 55,634 shares; 2024Q4: 66,665 shares; 2025Q1: 70,261 shares; 2025Q2: 72,186 shares; 2025Q3: 79,846 shares; 2025Q4: 81,668 shares; 2026Q1: 82,605 shares 82,605 $54M 10.6% +937 Timeline ESGD 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: 284,781 shares; 2024Q4: 293,384 shares; 2025Q1: 308,414 shares; 2025Q2: 320,164 shares; 2025Q3: 317,498 shares; 2025Q4: 316,154 shares; 2026Q1: 314,519 shares 314,519 $30.1M 5.91% -1,635 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: 265,498 shares; 2024Q4: 823,692 shares; 2025Q1: 847,296 shares; 2025Q2: 849,087 shares; 2025Q3: 874,234 shares; 2025Q4: 898,247 shares; 2026Q1: 903,908 shares 903,908 $28M 5.5% +5,661 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: 103,911 shares; 2024Q4: 103,063 shares; 2025Q1: 100,203 shares; 2025Q2: 99,677 shares; 2025Q3: 94,343 shares; 2025Q4: 186,281 shares; 2026Q1: 184,550 shares 184,550 $24.5M 4.82% -1,731 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,615 shares; 2024Q4: 354,511 shares; 2025Q1: 371,207 shares; 2025Q2: 389,443 shares; 2025Q3: 411,436 shares; 2025Q4: 424,304 shares; 2026Q1: 432,988 shares 432,988 $21.4M 4.2% +8,684 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 131,539 shares; 2025Q3: 157,391 shares; 2025Q4: 183,952 shares; 2026Q1: 210,094 shares 210,094 $19.3M 3.78% +26,142 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,822 shares; 2024Q4: 78,025 shares; 2025Q1: 77,246 shares; 2025Q2: 74,992 shares; 2025Q3: 74,434 shares; 2025Q4: 75,230 shares; 2026Q1: 75,232 shares 75,232 $19.1M 3.75% +2 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: 49,503 shares; 2024Q4: 49,881 shares; 2025Q1: 49,302 shares; 2025Q2: 50,138 shares; 2025Q3: 50,495 shares; 2025Q4: 50,868 shares; 2026Q1: 50,875 shares 50,875 $14.6M 2.88% +7 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: 13,214 shares; 2024Q4: 83,543 shares; 2025Q1: 163,812 shares; 2025Q2: 108,795 shares; 2025Q3: 114,851 shares; 2025Q4: 123,228 shares; 2026Q1: 130,850 shares 130,850 $13M 2.55% +7,622 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 23,575 shares; 2025Q1: 62,347 shares; 2025Q2: 178,666 shares; 2025Q3: 211,618 shares; 2025Q4: 226,594 shares; 2026Q1: 235,785 shares 235,785 $12.9M 2.53% +9,191 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: 46,040 shares; 2024Q4: 46,499 shares; 2025Q1: 47,195 shares; 2025Q2: 46,520 shares; 2025Q3: 47,125 shares; 2025Q4: 47,793 shares; 2026Q1: 47,743 shares 47,743 $12.5M 2.46% -50 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,991 shares; 2024Q4: 89,140 shares; 2025Q1: 177,350 shares; 2025Q2: 106,133 shares; 2025Q3: 111,290 shares; 2025Q4: 120,952 shares; 2026Q1: 129,749 shares 129,749 $11.2M 2.21% +8,797 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 54,062 shares; 2025Q1: 106,779 shares; 2025Q2: 106,358 shares; 2025Q3: 104,430 shares; 2025Q4: 104,023 shares; 2026Q1: 103,026 shares 103,026 $9.83M 1.93% -997 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,778 shares; 2024Q4: 75,269 shares; 2025Q1: 74,609 shares; 2025Q2: 69,127 shares; 2025Q3: 69,279 shares; 2025Q4: 67,013 shares; 2026Q1: 67,216 shares 67,216 $9.83M 1.93% +203 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: 44,193 shares; 2024Q4: 44,475 shares; 2025Q1: 43,711 shares; 2025Q2: 44,057 shares; 2025Q3: 44,887 shares; 2025Q4: 45,370 shares; 2026Q1: 45,251 shares 45,251 $9.42M 1.85% -119 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,582 shares; 2024Q4: 79,057 shares; 2025Q1: 76,205 shares; 2025Q2: 74,199 shares; 2025Q3: 65,006 shares; 2025Q4: 63,695 shares; 2026Q1: 62,563 shares 62,563 $9.17M 1.8% -1,132 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: 27,757 shares; 2024Q4: 28,045 shares; 2025Q1: 28,014 shares; 2025Q2: 28,053 shares; 2025Q3: 28,664 shares; 2025Q4: 28,890 shares; 2026Q1: 28,854 shares 28,854 $8.49M 1.67% -36 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: 17,251 shares; 2024Q4: 17,381 shares; 2025Q1: 17,315 shares; 2025Q2: 17,310 shares; 2025Q3: 17,482 shares; 2025Q4: 17,500 shares; 2026Q1: 17,598 shares 17,598 $8.43M 1.66% +98 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: 21,777 shares; 2024Q4: 21,806 shares; 2025Q1: 21,310 shares; 2025Q2: 21,850 shares; 2025Q3: 22,016 shares; 2025Q4: 22,079 shares; 2026Q1: 22,319 shares 22,319 $8.26M 1.62% +240 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: 62,182 shares; 2024Q4: 63,044 shares; 2025Q1: 63,019 shares; 2025Q2: 63,456 shares; 2025Q3: 64,452 shares; 2025Q4: 64,974 shares; 2026Q1: 65,104 shares 65,104 $8.09M 1.59% +130 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,402 shares; 2024Q4: 52,517 shares; 2025Q1: 64,952 shares; 2025Q2: 89,224 shares; 2025Q3: 92,876 shares; 2025Q4: 96,332 shares; 2026Q1: 98,815 shares 98,815 $7.77M 1.53% +2,483 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,041 shares; 2025Q1: 2,034 shares; 2025Q2: 2,052 shares; 2025Q3: 2,064 shares; 2025Q4: 2,082 shares; 2026Q1: 2,078 shares 2,078 $7.02M 1.38% -4 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,801 shares; 2024Q4: 17,782 shares; 2025Q1: 17,873 shares; 2025Q2: 15,638 shares; 2025Q3: 32,182 shares; 2025Q4: 38,947 shares; 2026Q1: 38,820 shares 38,820 $6.77M 1.33% -127 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,563 shares; 2024Q4: 60,770 shares; 2025Q1: 58,532 shares; 2025Q2: 57,605 shares; 2025Q3: 52,920 shares; 2025Q4: 52,430 shares; 2026Q1: 51,892 shares 51,892 $5.75M 1.13% -538 Timeline DDLS 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: 102,826 shares; 2024Q4: 106,469 shares; 2025Q1: 113,174 shares; 2025Q2: 117,828 shares; 2025Q3: 124,552 shares; 2025Q4: 128,759 shares; 2026Q1: 131,346 shares 131,346 $5.71M 1.12% +2,587 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: 15,006 shares; 2024Q4: 16,605 shares; 2025Q1: 17,202 shares; 2025Q2: 9,734 shares; 2025Q3: 9,703 shares; 2025Q4: 9,658 shares; 2026Q1: 9,599 shares 9,599 $5.54M 1.09% -59 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: 24,661 shares; 2024Q4: 25,266 shares; 2025Q1: 25,287 shares; 2025Q2: 25,955 shares; 2025Q3: 26,739 shares; 2025Q4: 27,052 shares; 2026Q1: 27,230 shares 27,230 $5.25M 1.03% +178 Timeline QQQM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,027 shares; 2025Q3: 20,254 shares; 2025Q4: 20,831 shares; 2026Q1: 20,973 shares 20,973 $4.98M 0.98% +142 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: 62,326 shares; 2024Q4: 50,736 shares; 2025Q1: 49,051 shares; 2025Q2: 45,946 shares; 2025Q3: 41,416 shares; 2025Q4: 81,318 shares; 2026Q1: 80,003 shares 80,003 $4.9M 0.96% -1,315 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: 5,088 shares; 2024Q4: 4,930 shares; 2025Q1: 4,892 shares; 2025Q2: 2,623 shares; 2025Q3: 35,173 shares; 2025Q4: 55,500 shares; 2026Q1: 71,226 shares 71,226 $4.56M 0.9% +15,726 Timeline ESGE 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: 268,133 shares; 2024Q4: 266,360 shares; 2025Q1: 238,527 shares; 2025Q2: 97,917 shares; 2025Q3: 94,993 shares; 2025Q4: 94,983 shares; 2026Q1: 94,638 shares 94,638 $4.3M 0.85% -345 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,167 shares; 2025Q3: 174,928 shares; 2025Q4: 180,904 shares; 2026Q1: 186,431 shares 186,431 $4.28M 0.84% +5,527 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,617 shares; 2024Q4: 32,307 shares; 2025Q1: 31,266 shares; 2025Q2: 30,201 shares; 2025Q3: 27,277 shares; 2025Q4: 26,858 shares; 2026Q1: 26,200 shares 26,200 $4.24M 0.83% -658 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,928 shares; 2024Q4: 249,147 shares; 2025Q1: 171,841 shares; 2025Q2: 159,879 shares; 2025Q3: 151,719 shares; 2025Q4: 150,320 shares; 2026Q1: 149,360 shares 149,360 $3.81M 0.75% -960 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,104 shares; 2025Q2: 2,040 shares; 2025Q3: 11,459 shares; 2025Q4: 11,965 shares; 2026Q1: 12,119 shares 12,119 $3.75M 0.74% +154 Timeline IBIC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,168 shares; 2025Q3: 143,361 shares; 2025Q4: 143,338 shares; 2026Q1: 143,177 shares 143,177 $3.71M 0.73% -161 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,155 shares; 2025Q2: 88,845 shares; 2025Q3: 94,887 shares; 2025Q4: 98,284 shares; 2026Q1: 99,425 shares 99,425 $3.57M 0.7% +1,141 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 514 shares; 2025Q1: 524 shares; 2025Q2: 39,434 shares; 2025Q3: 44,403 shares; 2025Q4: 45,318 shares; 2026Q1: 44,876 shares 44,876 $3.23M 0.63% -442 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: 1,327 shares; 2024Q4: 1,327 shares; 2025Q1: 1,260 shares; 2025Q2: 1,314 shares; 2025Q3: 4,984 shares; 2025Q4: 5,158 shares; 2026Q1: 5,215 shares 5,215 $2.98M 0.59% +57 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: 3,188 shares; 2024Q4: 3,194 shares; 2025Q1: 3,170 shares; 2025Q2: 3,184 shares; 2025Q3: 3,151 shares; 2025Q4: 3,173 shares; 2026Q1: 3,176 shares 3,176 $2.92M 0.57% +3 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: 7,922 shares; 2024Q4: 8,293 shares; 2025Q1: 7,899 shares; 2025Q2: 7,824 shares; 2025Q3: 7,906 shares; 2025Q4: 8,290 shares; 2026Q1: 8,491 shares 8,491 $2.91M 0.57% +201 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: 4,760 shares; 2024Q4: 4,858 shares; 2025Q1: 4,687 shares; 2025Q2: 4,669 shares; 2025Q3: 4,589 shares; 2025Q4: 4,572 shares; 2026Q1: 4,623 shares 4,623 $2.79M 0.55% +51 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 588 shares; 2025Q2: 35,904 shares; 2025Q3: 71,584 shares; 2025Q4: 73,141 shares; 2026Q1: 71,483 shares 71,483 $2.75M 0.54% -1,658 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,811 shares; 2025Q3: 6,015 shares; 2025Q4: 6,232 shares; 2026Q1: 6,235 shares 6,235 $2.68M 0.53% +3 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 69 shares; 2025Q2: 5,097 shares; 2025Q3: 6,577 shares; 2025Q4: 6,749 shares; 2026Q1: 6,862 shares 6,862 $2.68M 0.53% +113 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,898 shares; 2024Q4: 59,233 shares; 2025Q1: 56,951 shares; 2025Q2: 56,269 shares; 2025Q3: 49,013 shares; 2025Q4: 48,296 shares; 2026Q1: 47,601 shares 47,601 $2.35M 0.46% -695 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 2,015 shares; 2025Q3: 2,388 shares; 2025Q4: 24,078 shares; 2026Q1: 24,229 shares 24,229 $2.33M 0.46% +151 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: 15,103 shares; 2024Q4: 15,095 shares; 2025Q1: 15,064 shares; 2025Q2: 180 shares; 2025Q3: 188 shares; 2025Q4: 12,127 shares; 2026Q1: 13,341 shares 13,341 $2.26M 0.44% +1,214 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: 31,359 shares; 2024Q4: 30,711 shares; 2025Q1: 29,750 shares; 2025Q2: 29,597 shares; 2025Q3: 29,211 shares; 2025Q4: 29,370 shares; 2026Q1: 28,039 shares 28,039 $2.18M 0.43% -1,331 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,379 shares; 2024Q4: 27,976 shares; 2025Q1: 26,883 shares; 2025Q2: 25,439 shares; 2025Q3: 21,800 shares; 2025Q4: 41,977 shares; 2026Q1: 40,955 shares 40,955 $2.05M 0.4% -1,022 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,679 shares; 2024Q4: 22,580 shares; 2025Q1: 22,086 shares; 2025Q2: 22,035 shares; 2025Q3: 21,855 shares; 2025Q4: 21,867 shares; 2026Q1: 21,843 shares 21,843 $1.99M 0.39% -24 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: 19,933 shares; 2024Q4: 20,065 shares; 2025Q1: 20,223 shares; 2025Q2: 8,861 shares; 2025Q3: 8,476 shares; 2025Q4: 8,307 shares; 2026Q1: 7,916 shares 7,916 $1.72M 0.34% -391 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares 3,785 $1.54M 0.3% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 2,360 shares; 2025Q4: 19,010 shares; 2026Q1: 61,495 shares 61,495 $1.49M 0.29% +42,485 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,176 shares; 2025Q4: 17,331 shares; 2026Q1: 60,571 shares 60,571 $1.47M 0.29% +43,240 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 14,661 shares; 2026Q1: 55,952 shares 55,952 $1.42M 0.28% +41,291 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: 23,173 shares; 2024Q4: 22,546 shares; 2025Q1: 14,841 shares; 2025Q2: 5,415 shares; 2025Q3: 5,543 shares; 2025Q4: 4,828 shares; 2026Q1: 5,224 shares 5,224 $1.41M 0.28% +396 Timeline IBID ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,229 shares; 2025Q3: 51,679 shares; 2025Q4: 51,656 shares; 2026Q1: 51,496 shares 51,496 $1.34M 0.26% -160 Timeline SCHP 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: 82,009 shares; 2024Q4: 122,815 shares; 2025Q1: 71,745 shares; 2025Q2: 54,726 shares; 2025Q3: 50,221 shares; 2025Q4: 49,981 shares; 2026Q1: 49,951 shares 49,951 $1.33M 0.26% -30 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,433 shares; 2025Q1: 4,384 shares; 2025Q2: 4,375 shares; 2025Q3: 4,310 shares; 2025Q4: 4,280 shares; 2026Q1: 4,305 shares 4,305 $1.24M 0.24% +25 Timeline XLP 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: 17,127 shares; 2024Q4: 16,790 shares; 2025Q1: 16,081 shares; 2025Q2: 15,874 shares; 2025Q3: 15,596 shares; 2025Q4: 15,366 shares; 2026Q1: 14,681 shares 14,681 $1.2M 0.24% -685 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,470 shares; 2026Q1: 49,997 shares 49,997 $1.16M 0.23% +45,527 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: 4,812 shares; 2024Q4: 4,810 shares; 2025Q1: 4,810 shares; 2025Q2: 5,750 shares; 2025Q3: 5,125 shares; 2025Q4: 3,290 shares; 2026Q1: 4,703 shares 4,703 $1.15M 0.23% +1,413 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,334 shares; 2025Q3: 36,836 shares; 2025Q4: 46,371 shares; 2026Q1: 49,207 shares 49,207 $1.13M 0.22% +2,836 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: 16,780 shares; 2024Q4: 16,780 shares; 2025Q1: 16,480 shares; 2025Q2: 16,135 shares; 2025Q3: 16,135 shares; 2025Q4: 16,135 shares; 2026Q1: 16,262 shares 16,262 $1.1M 0.22% +127 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: 10,583 shares; 2024Q4: 10,556 shares; 2025Q1: 10,360 shares; 2025Q2: 4,412 shares; 2025Q3: 4,296 shares; 2025Q4: 4,231 shares; 2026Q1: 3,928 shares 3,928 $1.05M 0.21% -303 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: 3,835 shares; 2024Q4: 3,711 shares; 2025Q1: 3,707 shares; 2025Q2: 3,317 shares; 2025Q3: 3,337 shares; 2025Q4: 3,522 shares; 2026Q1: 3,359 shares 3,359 $964K 0.19% -163 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,338 shares; 2025Q1: 2,818 shares; 2025Q2: 3,130 shares; 2025Q3: 3,432 shares; 2025Q4: 3,450 shares; 2026Q1: 3,507 shares 3,507 $933K 0.18% +57 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $901K 0.18% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,765 shares; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,764 shares; 2025Q4: 2,902 shares; 2026Q1: 2,895 shares 2,895 $844K 0.17% -7 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: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,096 shares 1,096 $765K 0.15% +57 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: 12,484 shares; 2024Q4: 12,484 shares; 2025Q1: 12,484 shares; 2025Q2: 13,642 shares; 2025Q3: 12,214 shares; 2025Q4: 12,114 shares; 2026Q1: 12,129 shares 12,129 $761K 0.15% +15 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 199 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 180 shares; 2025Q4: 181 shares; 2026Q1: 180 shares 180 $758K 0.15% -1 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,504 shares; 2024Q4: 7,645 shares; 2025Q1: 8,018 shares; 2025Q2: 8,181 shares; 2025Q3: 8,894 shares; 2025Q4: 9,204 shares; 2026Q1: 9,414 shares 9,414 $721K 0.14% +210 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,586 shares; 2024Q4: 18,141 shares; 2025Q1: 17,222 shares; 2025Q2: 16,775 shares; 2025Q3: 16,607 shares; 2025Q4: 16,297 shares; 2026Q1: 15,932 shares 15,932 $654K 0.13% -365 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: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,594 shares; 2025Q2: 2,616 shares; 2025Q3: 2,574 shares; 2025Q4: 2,581 shares; 2026Q1: 2,609 shares 2,609 $633K 0.12% +28 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 reported; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 508 shares; 2025Q3: 513 shares; 2025Q4: 512 shares; 2026Q1: 3,018 shares 3,018 $624K 0.12% +2,506 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 3,551 shares; 2025Q4: 10,713 shares; 2026Q1: 26,316 shares 26,316 $582K 0.11% +15,603 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: 4,041 shares; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,785 shares; 2025Q3: 15,291 shares; 2025Q4: 9,236 shares; 2026Q1: 3,958 shares 3,958 $582K 0.11% -5,278 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: 8,287 shares; 2024Q4: 8,281 shares; 2025Q1: 8,281 shares; 2025Q2: 7,759 shares; 2025Q3: 6,782 shares; 2025Q4: 6,802 shares; 2026Q1: 6,193 shares 6,193 $555K 0.11% -609 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: 478 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 479 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 530 shares 530 $528K 0.1% +43 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: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,124 shares; 2025Q2: 1,180 shares; 2025Q3: 1,295 shares; 2025Q4: 1,382 shares; 2026Q1: 1,405 shares 1,405 $522K 0.1% +23 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 6,042 shares; 2026Q1: 21,325 shares 21,325 $500K 0.1% +15,283 Timeline SPGP 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: 5,372 shares; 2024Q4: 5,138 shares; 2025Q1: 4,996 shares; 2025Q2: 4,996 shares; 2025Q3: 4,639 shares; 2025Q4: 4,602 shares; 2026Q1: 4,325 shares 4,325 $465K 0.09% -277 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,569 shares; 2025Q1: 5,230 shares; 2025Q2: 4,462 shares; 2025Q3: 4,252 shares; 2025Q4: 4,252 shares; 2026Q1: 4,207 shares 4,207 $464K 0.09% -45 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: 821 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 748 shares 748 $447K 0.09% +98 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares 4,885 $426K 0.08% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,735 shares; 2026Q1: 18,185 shares 18,185 $423K 0.08% +15,450 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares 1,166 $371K 0.07% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 3,483 shares; 2025Q4: 13,318 shares; 2026Q1: 16,206 shares 16,206 $364K 0.07% +2,888 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 1,872 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares 1,871 $341K 0.07% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,311 shares; 2025Q4: 12,061 shares; 2026Q1: 14,961 shares 14,961 $333K 0.07% +2,900 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715 $331K 0.07% 0 Timeline CLFD CLEARFIELD INC More: the full row for CLEARFIELD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,375 shares; 2024Q4: 12,375 shares; 2025Q1: 12,375 shares; 2025Q2: 12,375 shares; 2025Q3: 12,375 shares; 2025Q4: 12,375 shares; 2026Q1: 12,375 shares 12,375 $328K 0.06% 0 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: 1,026 shares; 2024Q4: 949 shares; 2025Q1: 947 shares; 2025Q2: 933 shares; 2025Q3: 935 shares; 2025Q4: 984 shares; 2026Q1: 1,008 shares 1,008 $313K 0.06% +24 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: 2,703 shares; 2024Q4: 2,754 shares; 2025Q1: 2,747 shares; 2025Q2: 1,525 shares; 2025Q3: 1,470 shares; 2025Q4: 1,535 shares; 2026Q1: 1,599 shares 1,599 $298K 0.06% +64 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,312 shares; 2025Q2: 2,329 shares; 2025Q3: 2,642 shares; 2025Q4: 2,623 shares; 2026Q1: 2,623 shares 2,623 $296K 0.06% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares 1,687 $289K 0.06% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,166 shares; 2025Q3: 3,181 shares; 2025Q4: 3,209 shares; 2026Q1: 3,234 shares 3,234 $285K 0.06% +25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 5,417 shares; 2025Q1: 5,059 shares; 2025Q2: 4,194 shares; 2025Q3: 4,297 shares; 2025Q4: 3,309 shares; 2026Q1: 3,275 shares 3,275 $284K 0.06% -34 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 2,517 shares; 2025Q2: 2,568 shares; 2025Q3: 2,560 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares 2,557 $275K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 886 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 801 shares 801 $263K 0.05% -47 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: 2,736 shares; 2024Q4: 2,724 shares; 2025Q1: 2,734 shares; 2025Q2: 2,639 shares; 2025Q3: 2,396 shares; 2025Q4: 2,407 shares; 2026Q1: 2,449 shares 2,449 $236K 0.05% +42 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 reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,740 shares 1,740 $216K 0.04% +40 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: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,525 shares; 2025Q3: 1,527 shares; 2025Q4: 1,493 shares; 2026Q1: 1,478 shares 1,478 $215K 0.04% -15 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 7,551 shares; 2026Q1: 7,551 shares 7,551 $210K 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 reported; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,696 shares; 2025Q4: 2,621 shares; 2026Q1: 2,627 shares 2,627 $209K 0.04% +6 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 reported; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 402 shares; 2026Q1: 397 shares 397 $198K 0.04% -5 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 444 shares 444 $194K 0.04% +5 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: 8,608 shares; 2024Q4: 8,585 shares; 2025Q1: 8,646 shares; 2025Q2: 7,481 shares; 2025Q3: 7,286 shares; 2025Q4: 6,524 shares; 2026Q1: 6,843 shares 6,843 $192K 0.04% +319 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,056 shares; 2025Q1: 5,387 shares; 2025Q2: 5,396 shares; 2025Q3: 4,272 shares; 2025Q4: 4,379 shares; 2026Q1: 3,532 shares 3,532 $184K 0.04% -847 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 reported; 2024Q4: 504 shares; 2025Q1: 479 shares; 2025Q2: 479 shares; 2025Q3: 480 shares; 2025Q4: 508 shares; 2026Q1: 519 shares 519 $183K 0.04% +11 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 549 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 543 shares; 2026Q1: 559 shares 559 $180K 0.04% +16 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 reported; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 731 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares 727 $180K 0.04% 0 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 reported; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 792 shares; 2025Q3: 794 shares; 2025Q4: 747 shares; 2026Q1: 772 shares 772 $174K 0.03% +25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 696 shares; 2025Q3: 675 shares; 2025Q4: 729 shares; 2026Q1: 731 shares 731 $173K 0.03% +2 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,060 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,687 shares; 2026Q1: 2,685 shares 2,685 $172K 0.03% -2 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 reported; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 742 shares; 2025Q3: 741 shares; 2025Q4: 774 shares; 2026Q1: 701 shares 701 $170K 0.03% -73 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 reported; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 474 shares; 2025Q4: 497 shares; 2026Q1: 539 shares 539 $163K 0.03% +42 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 reported; 2024Q4: 570 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 623 shares; 2025Q4: 650 shares; 2026Q1: 668 shares 668 $154K 0.03% +18 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 reported; 2024Q4: 374 shares; 2025Q1: 369 shares; 2025Q2: 367 shares; 2025Q3: 370 shares; 2025Q4: 423 shares; 2026Q1: 449 shares 449 $153K 0.03% +26 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,671 shares; 2025Q4: 3,342 shares; 2026Q1: 3,312 shares 3,312 $152K 0.03% -30 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,885 shares 1,885 $151K 0.03% 0 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 reported; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 161 shares; 2025Q3: 173 shares; 2025Q4: 164 shares; 2026Q1: 176 shares 176 $149K 0.03% +12 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $149K 0.03% 0 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 reported; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 162 shares; 2025Q3: 164 shares; 2025Q4: 199 shares; 2026Q1: 209 shares 209 $148K 0.03% +10 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 587 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $146K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares 992 $145K 0.03% 0 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,243 shares; 2025Q4: 947 shares; 2026Q1: 991 shares 991 $143K 0.03% +44 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $132K 0.03% 0 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: 1,323 shares; 2024Q4: 1,193 shares; 2025Q1: 1,191 shares; 2025Q2: 1,017 shares; 2025Q3: 1,021 shares; 2025Q4: 1,038 shares; 2026Q1: 1,056 shares 1,056 $128K 0.03% +18 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 reported; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,410 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares 1,308 $127K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 3,016 shares; 2025Q1: 2,853 shares; 2025Q2: 2,806 shares; 2025Q3: 2,834 shares; 2025Q4: 2,832 shares; 2026Q1: 2,811 shares 2,811 $127K 0.02% -21 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,416 shares; 2025Q1: 2,413 shares; 2025Q2: 5,261 shares; 2025Q3: 5,265 shares; 2025Q4: 5,344 shares; 2026Q1: 2,402 shares 2,402 $127K 0.02% -2,942 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares; 2026Q1: 5,744 shares 5,744 $125K 0.02% +2,954 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: 4,782 shares; 2024Q4: 4,753 shares; 2025Q1: 5,119 shares; 2025Q2: 5,094 shares; 2025Q3: 5,161 shares; 2025Q4: 3,257 shares; 2026Q1: 3,248 shares 3,248 $121K 0.02% -9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 321 shares; 2025Q3: 324 shares; 2025Q4: 339 shares; 2026Q1: 376 shares 376 $120K 0.02% +37 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 137 shares; 2026Q1: 138 shares 138 $119K 0.02% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $117K 0.02% 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 reported; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 595 shares; 2025Q3: 667 shares; 2025Q4: 665 shares; 2026Q1: 723 shares 723 $115K 0.02% +58 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 851 shares; 2026Q1: 851 shares 851 $113K 0.02% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,944 shares; 2025Q1: 3,744 shares; 2025Q2: 3,144 shares; 2025Q3: 4,389 shares; 2025Q4: 4,389 shares; 2026Q1: 4,540 shares 4,540 $110K 0.02% +151 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 344 shares; 2025Q4: 382 shares; 2026Q1: 364 shares 364 $110K 0.02% -18 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 reported; 2024Q4: 1,605 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,609 shares; 2025Q4: 1,621 shares; 2026Q1: 1,642 shares 1,642 $109K 0.02% +21 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 reported; 2024Q4: 508 shares; 2025Q1: 509 shares; 2025Q2: 500 shares; 2025Q3: 502 shares; 2025Q4: 454 shares; 2026Q1: 549 shares 549 $107K 0.02% +95 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 703 shares; 2025Q1: 706 shares; 2025Q2: 701 shares; 2025Q3: 691 shares; 2025Q4: 745 shares; 2026Q1: 767 shares 767 $104K 0.02% +22 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 reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 143 shares 143 $104K 0.02% +5 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,130 shares; 2026Q1: 4,740 shares 4,740 $104K 0.02% +3,610 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 reported; 2024Q4: 1,612 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,603 shares; 2025Q4: 1,554 shares; 2026Q1: 1,641 shares 1,641 $99.5K 0.02% +87 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $98K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,397 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares 1,302 $96.8K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,523 shares; 2025Q3: 1,495 shares; 2025Q4: 1,507 shares; 2026Q1: 1,494 shares 1,494 $96.5K 0.02% -13 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 reported; 2024Q4: 1,911 shares; 2025Q1: 1,688 shares; 2025Q2: 1,874 shares; 2025Q3: 1,864 shares; 2025Q4: 1,999 shares; 2026Q1: 2,177 shares 2,177 $96.1K 0.02% +178 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 477 shares 477 $94K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $93.6K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 0 shares; 2025Q2: 75 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $89.7K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,822 shares; 2026Q1: 1,822 shares 1,822 $89.2K 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 reported; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $87.7K 0.02% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $86.4K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: 729 shares; 2025Q2: 722 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $85.2K 0.02% 0 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 reported; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 3,312 shares; 2026Q1: 3,312 shares 3,312 $84.9K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 593 shares; 2025Q4: 635 shares; 2026Q1: 736 shares 736 $84.6K 0.02% +101 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 92 shares; 2026Q1: 88 shares 88 $84.6K 0.02% -4 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 reported; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 409 shares; 2025Q3: 415 shares; 2025Q4: 436 shares; 2026Q1: 426 shares 426 $84.5K 0.02% -10 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 reported; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,548 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares 1,534 $82.9K 0.02% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares 1,317 $82.4K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 4,529 shares; 2025Q1: 2,686 shares; 2025Q2: 802 shares; 2025Q3: 578 shares; 2025Q4: 557 shares; 2026Q1: 437 shares 437 $78.8K 0.02% -120 Timeline JPIE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: 1,669 shares 1,669 $76.9K 0.02% 0 Timeline XBI 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: 5,528 shares; 2024Q4: 4,580 shares; 2025Q1: 2,892 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $76K 0.01% 0 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $75.2K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 349 shares; 2025Q4: 362 shares; 2026Q1: 376 shares 376 $74.5K 0.01% +14 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 reported; 2024Q4: 680 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,098 shares; 2025Q4: 1,021 shares; 2026Q1: 923 shares 923 $73.5K 0.01% -98 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 351 shares; 2026Q1: 353 shares 353 $73.4K 0.01% +2 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 107 shares 107 $73K 0.01% +3 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares 1,126 $72K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 162 shares 162 $72K 0.01% +7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 791 shares 791 $71.6K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 447 shares; 2025Q4: 452 shares; 2026Q1: 983 shares 983 $71.5K 0.01% +531 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 reported; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 901 shares 901 $70.6K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 69 shares; 2025Q2: 266 shares; 2025Q3: 326 shares; 2025Q4: 353 shares; 2026Q1: 347 shares 347 $70.6K 0.01% -6 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 reported; 2024Q4: 255 shares; 2025Q1: 247 shares; 2025Q2: 245 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $66.9K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 388 shares; 2025Q4: 299 shares; 2026Q1: 334 shares 334 $66.5K 0.01% +35 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 120 shares; 2026Q1: 122 shares 122 $65.6K 0.01% +2 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 reported; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 968 shares; 2025Q3: 986 shares; 2025Q4: 1,295 shares; 2026Q1: 1,297 shares 1,297 $63.2K 0.01% +2 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 reported; 2024Q4: 347 shares; 2025Q1: 328 shares; 2025Q2: 296 shares; 2025Q3: 302 shares; 2025Q4: 387 shares; 2026Q1: 407 shares 407 $63.2K 0.01% +20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 94 shares; 2025Q4: 103 shares; 2026Q1: 111 shares 111 $62.5K 0.01% +8 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $59.4K 0.01% 0 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 reported; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 931 shares; 2025Q4: 821 shares; 2026Q1: 736 shares 736 $56K 0.01% -85 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 177 shares; 2025Q2: 162 shares; 2025Q3: 166 shares; 2025Q4: 215 shares; 2026Q1: 224 shares 224 $54.5K 0.01% +9 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $52.9K 0.01% 0 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 reported; 2024Q4: 259 shares; 2025Q1: 258 shares; 2025Q2: 264 shares; 2025Q3: 245 shares; 2025Q4: 292 shares; 2026Q1: 268 shares 268 $50.8K 0.01% -24 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,646 shares; 2025Q3: 2,473 shares; 2025Q4: 2,821 shares; 2026Q1: 2,862 shares 2,862 $49.3K 0.01% +41 Timeline IBHJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 1,877 shares 1,877 $49.2K 0.01% +937 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 reported; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 651 shares; 2026Q1: 674 shares 674 $48.8K 0.01% +23 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares 3,845 $47.2K 0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares 239 $47.1K 0.01% new 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 reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 191 shares; 2025Q3: 193 shares; 2025Q4: 197 shares; 2026Q1: 223 shares 223 $46.4K 0.01% +26 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 reported; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares 452 $45.5K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 109 shares; 2025Q2: 108 shares; 2025Q3: 116 shares; 2025Q4: 133 shares; 2026Q1: 138 shares 138 $45.3K 0.01% +5 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: 30,359 shares; 2024Q4: 10,619 shares; 2025Q1: 10,203 shares; 2025Q2: 194 shares; 2025Q3: 185 shares; 2025Q4: 294 shares; 2026Q1: 374 shares 374 $45K 0.01% +80 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 345 shares; 2025Q4: 393 shares; 2026Q1: 464 shares 464 $44.8K 0.01% +71 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares 1,494 $44K 0.01% 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 reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 73 shares; 2026Q1: 88 shares 88 $43.6K 0.01% +15 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $43.4K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 257 shares 257 $43.4K 0.01% +17 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 reported; 2024Q4: 1,409 shares; 2025Q1: 1,456 shares; 2025Q2: 1,313 shares; 2025Q3: 1,354 shares; 2025Q4: 1,183 shares; 2026Q1: 1,480 shares 1,480 $42.5K 0.01% +297 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 85 shares; 2026Q1: 93 shares 93 $41.5K 0.01% +8 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares 2,819 $41K 0.01% 0 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 reported; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 343 shares; 2025Q4: 294 shares; 2026Q1: 312 shares 312 $40.9K 0.01% +18 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 108 shares; 2025Q4: 109 shares; 2026Q1: 118 shares 118 $40.8K 0.01% +9 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $40.3K 0.01% 0 Timeline HELO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $39.8K 0.01% 0 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 reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 19 shares; 2025Q3: 18 shares; 2025Q4: 29 shares; 2026Q1: 45 shares 45 $39.3K 0.01% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 551 shares 551 $38.4K 0.01% new 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 reported; 2024Q4: 295 shares; 2025Q1: 292 shares; 2025Q2: 298 shares; 2025Q3: 303 shares; 2025Q4: 368 shares; 2026Q1: 400 shares 400 $37.2K 0.01% +32 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $36.8K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: 200 shares; 2025Q2: 182 shares; 2025Q3: 65 shares; 2025Q4: 140 shares; 2026Q1: 172 shares 172 $36.8K 0.01% +32 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 178 shares; 2025Q2: 159 shares; 2025Q3: 173 shares; 2025Q4: 249 shares; 2026Q1: 275 shares 275 $36.4K 0.01% +26 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 reported; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 377 shares; 2025Q3: 361 shares; 2025Q4: 350 shares; 2026Q1: 375 shares 375 $36.2K 0.01% +25 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 reported; 2024Q4: 50 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 46 shares; 2025Q4: 69 shares; 2026Q1: 78 shares 78 $36K 0.01% +9 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 reported; 2024Q4: 57 shares; 2025Q1: 60 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 86 shares; 2026Q1: 103 shares 103 $34.8K 0.01% +17 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares; 2026Q1: 456 shares 456 $34.7K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $34.6K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 130 shares; 2025Q4: 270 shares; 2026Q1: 304 shares 304 $34.5K 0.01% +34 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,348 shares; 2025Q1: 1,348 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares 1,348 $33.4K 0.01% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 830 shares 830 $32.7K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 159 shares; 2025Q3: 163 shares; 2025Q4: 175 shares; 2026Q1: 203 shares 203 $32.5K 0.01% +28 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439 shares; 2025Q1: 437 shares; 2025Q2: 439 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $32.5K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 113 shares; 2025Q3: 117 shares; 2025Q4: 187 shares; 2026Q1: 194 shares 194 $31.9K 0.01% +7 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 reported; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 328 shares; 2025Q4: 402 shares; 2026Q1: 428 shares 428 $31.9K 0.01% +26 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 772 shares; 2025Q3: 807 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $31.8K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 112 shares; 2026Q1: 111 shares 111 $31K 0.01% -1 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $30.9K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372 shares 372 $30.8K 0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $30.7K 0.01% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,508 shares 1,508 $29.7K 0.01% new Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 496 shares; 2025Q4: 338 shares; 2026Q1: 298 shares 298 $29.5K 0.01% -40 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 451 shares; 2025Q4: 489 shares; 2026Q1: 480 shares 480 $29.4K 0.01% -9 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 reported; 2024Q4: 403 shares; 2025Q1: 441 shares; 2025Q2: 413 shares; 2025Q3: 405 shares; 2025Q4: 454 shares; 2026Q1: 500 shares 500 $28.8K 0.01% +46 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 reported; 2024Q4: 192 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 223 shares; 2025Q4: 266 shares; 2026Q1: 277 shares 277 $28.4K 0.01% +11 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $28.4K 0.01% new 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 reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 218 shares; 2026Q1: 270 shares 270 $28.2K 0.01% +52 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 86 shares; 2025Q2: 87 shares; 2025Q3: 91 shares; 2025Q4: 134 shares; 2026Q1: 141 shares 141 $27.9K 0.01% +7 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 reported; 2024Q4: 34 shares; 2025Q1: 33 shares; 2025Q2: 32 shares; 2025Q3: 35 shares; 2025Q4: 53 shares; 2026Q1: 64 shares 64 $27.7K 0.01% +11 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 reported; 2024Q4: 117 shares; 2025Q1: 113 shares; 2025Q2: 117 shares; 2025Q3: 121 shares; 2025Q4: 128 shares; 2026Q1: 206 shares 206 $27.2K 0.01% +78 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 reported; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 120 shares; 2025Q4: 107 shares; 2026Q1: 132 shares 132 $26.8K 0.01% +25 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 reported; 2024Q4: 252 shares; 2025Q1: 245 shares; 2025Q2: 269 shares; 2025Q3: 268 shares; 2025Q4: 421 shares; 2026Q1: 527 shares 527 $26.5K 0.01% +106 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 649 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $25.4K 0.01% 0 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 12,594 shares; 2025Q1: 7,747 shares; 2025Q2: 7,047 shares; 2025Q3: 2,954 shares; 2025Q4: 2,610 shares; 2026Q1: 2,577 shares 2,577 $25.4K <0.01% -33 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $25.3K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 1,370 shares; 2025Q1: 1,074 shares; 2025Q2: 355 shares; 2025Q3: 204 shares; 2025Q4: 210 shares; 2026Q1: 208 shares 208 $25.2K <0.01% -2 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 179 shares; 2025Q3: 183 shares; 2025Q4: 205 shares; 2026Q1: 409 shares 409 $25K <0.01% +204 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 145 shares; 2026Q1: 137 shares 137 $24.7K <0.01% -8 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 539 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 158 shares; 2025Q4: 873 shares; 2026Q1: 730 shares 730 $24.5K <0.01% -143 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 126 shares; 2025Q3: 128 shares; 2025Q4: 146 shares; 2026Q1: 88 shares 88 $24.5K <0.01% -58 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 748 shares; 2025Q1: 798 shares; 2025Q2: 722 shares; 2025Q3: 716 shares; 2025Q4: 725 shares; 2026Q1: 229 shares 229 $24.5K <0.01% -496 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 reported; 2024Q4: 118 shares; 2025Q1: 115 shares; 2025Q2: 124 shares; 2025Q3: 126 shares; 2025Q4: 152 shares; 2026Q1: 139 shares 139 $24K <0.01% -13 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,181 shares 2,181 $23.9K <0.01% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 340 shares; 2025Q3: 320 shares; 2025Q4: 339 shares; 2026Q1: 341 shares 341 $23.7K <0.01% +2 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $23.6K <0.01% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 747 shares; 2025Q1: 667 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 505 shares 505 $23.4K <0.01% -5 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 1,200 shares 1,200 $23.2K <0.01% -1,000 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 80 shares; 2025Q4: 106 shares; 2026Q1: 107 shares 107 $22.5K <0.01% +1 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares 1,079 $22.3K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,132 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,133 shares; 2025Q4: 1,135 shares; 2026Q1: 1,424 shares 1,424 $22.3K <0.01% +289 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 12 shares; 2026Q1: 15 shares 15 $22.1K <0.01% +3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 255 shares; 2025Q2: 272 shares; 2025Q3: 262 shares; 2025Q4: 255 shares; 2026Q1: 221 shares 221 $21.5K <0.01% -34 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $21.3K <0.01% 0 Timeline TALO TALOS ENERGY INC More: the full row for TALOS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,548 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares 1,349 $21.3K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 122 shares; 2025Q4: 138 shares; 2026Q1: 161 shares 161 $21.1K <0.01% +23 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 54 shares; 2025Q4: 69 shares; 2026Q1: 88 shares 88 $21.1K <0.01% +19 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 21 shares 21 $20.6K <0.01% +8 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 308 shares; 2026Q1: 417 shares 417 $20.2K <0.01% +109 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares 625 $20.2K <0.01% new 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 reported; 2024Q4: 1,106 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $19.9K <0.01% 0 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 reported; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 70 shares; 2025Q4: 37 shares; 2026Q1: 55 shares 55 $19.7K <0.01% +18 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 reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 44 shares; 2026Q1: 46 shares 46 $19.6K <0.01% +2 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 469 shares; 2025Q1: 459 shares; 2025Q2: 489 shares; 2025Q3: 472 shares; 2025Q4: 526 shares; 2026Q1: 668 shares 668 $19.4K <0.01% +142 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 99 shares; 2025Q4: 96 shares; 2026Q1: 105 shares 105 $19.2K <0.01% +9 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 reported; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 26 shares; 2025Q3: 28 shares; 2025Q4: 43 shares; 2026Q1: 54 shares 54 $19.2K <0.01% +11 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 reported; 2024Q4: 230 shares; 2025Q1: 229 shares; 2025Q2: 221 shares; 2025Q3: 220 shares; 2025Q4: 85 shares; 2026Q1: 149 shares 149 $19.2K <0.01% +64 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 52 shares; 2025Q4: 61 shares; 2026Q1: 66 shares 66 $19.2K <0.01% +5 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 reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 89 shares; 2025Q3: 107 shares; 2025Q4: 155 shares; 2026Q1: 105 shares 105 $19.2K <0.01% -50 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 reported; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 156 shares; 2025Q3: 155 shares; 2025Q4: 168 shares; 2026Q1: 169 shares 169 $19.1K <0.01% +1 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 reported; 2024Q4: 373 shares; 2025Q1: 378 shares; 2025Q2: 324 shares; 2025Q3: 330 shares; 2025Q4: 409 shares; 2026Q1: 415 shares 415 $19.1K <0.01% +6 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 reported; 2024Q4: 95 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 97 shares; 2025Q4: 121 shares; 2026Q1: 104 shares 104 $18.9K <0.01% -17 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 107 shares; 2026Q1: 109 shares 109 $18.9K <0.01% +2 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 55 shares; 2026Q1: 64 shares 64 $18.9K <0.01% +9 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 49 shares; 2025Q3: 73 shares; 2025Q4: 89 shares; 2026Q1: 101 shares 101 $18.8K <0.01% +12 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $18.8K <0.01% 0 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 reported; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 79 shares; 2025Q4: 126 shares; 2026Q1: 156 shares 156 $18.5K <0.01% +30 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 240 shares; 2025Q3: 198 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $18.1K <0.01% 0 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 reported; 2024Q4: 154 shares; 2025Q1: 160 shares; 2025Q2: 185 shares; 2025Q3: 174 shares; 2025Q4: 138 shares; 2026Q1: 168 shares 168 $18K <0.01% +30 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 107 shares; 2025Q3: 69 shares; 2025Q4: 102 shares; 2026Q1: 178 shares 178 $17.6K <0.01% +76 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 61 shares; 2026Q1: 80 shares 80 $17.3K <0.01% +19 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 62 shares; 2025Q2: 57 shares; 2025Q3: 73 shares; 2025Q4: 76 shares; 2026Q1: 80 shares 80 $17.3K <0.01% +4 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $17.3K <0.01% 0 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 reported; 2024Q4: 23 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 50 shares; 2026Q1: 53 shares 53 $17.3K <0.01% +3 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $17.3K <0.01% 0 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 reported; 2024Q4: 264 shares; 2025Q1: 135 shares; 2025Q2: 141 shares; 2025Q3: 159 shares; 2025Q4: 354 shares; 2026Q1: 411 shares 411 $16.9K <0.01% +57 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 reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 46 shares; 2026Q1: 34 shares 34 $16.7K <0.01% -12 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $16.5K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 5 shares; 2025Q2: 30 shares; 2025Q3: 21 shares; 2025Q4: 19 shares; 2026Q1: 21 shares 21 $16.2K <0.01% +2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 82 shares; 2025Q4: 138 shares; 2026Q1: 172 shares 172 $16.2K <0.01% +34 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 3,248 shares; 2025Q1: 1,726 shares; 2025Q2: 187 shares; 2025Q3: 189 shares; 2025Q4: 211 shares; 2026Q1: 192 shares 192 $15.6K <0.01% -19 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 15 shares; 2026Q1: 63 shares 63 $15.6K <0.01% +48 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $15.4K <0.01% 0 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 reported; 2024Q4: 218 shares; 2025Q1: 324 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 335 shares; 2026Q1: 276 shares 276 $15.4K <0.01% -59 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 140 shares; 2025Q3: 142 shares; 2025Q4: 133 shares; 2026Q1: 113 shares 113 $15.4K <0.01% -20 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $15.3K <0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 658 shares; 2026Q1: 351 shares 351 $15.1K <0.01% -307 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 reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 37 shares; 2025Q3: 39 shares; 2025Q4: 82 shares; 2026Q1: 96 shares 96 $15.1K <0.01% +14 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares 136 $14.8K <0.01% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: 52 shares 52 $14.8K <0.01% +28 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 61 shares; 2026Q1: 23 shares 23 $14.6K <0.01% -38 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184 shares 184 $14.6K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $14.5K <0.01% 0 Timeline MCHPP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $14.2K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 19 shares; 2026Q1: 30 shares 30 $14.2K <0.01% +11 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61 shares; 2025Q3: 65 shares; 2025Q4: 132 shares; 2026Q1: 303 shares 303 $14.1K <0.01% +171 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 reported; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 186 shares; 2025Q4: 183 shares; 2026Q1: 198 shares 198 $14K <0.01% +15 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $14K <0.01% 0 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 reported; 2024Q4: 389 shares; 2025Q1: 359 shares; 2025Q2: 231 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 157 shares 157 $13.9K <0.01% -16 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $13.8K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 498 shares; 2025Q1: 200 shares; 2025Q2: 459 shares; 2025Q3: 307 shares; 2025Q4: 170 shares; 2026Q1: 351 shares 351 $13.7K <0.01% +181 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 161 shares; 2025Q3: 168 shares; 2025Q4: 167 shares; 2026Q1: 243 shares 243 $13.7K <0.01% +76 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $13.6K <0.01% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 479 shares 479 $13.5K <0.01% +432 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 493 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $13K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,267 shares; 2025Q1: 863 shares; 2025Q2: 741 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 215 shares 215 $12.8K <0.01% +184 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $12.7K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $12.6K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 148 shares; 2025Q4: 153 shares; 2026Q1: 173 shares 173 $12.6K <0.01% +20 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 54 shares; 2025Q2: 78 shares; 2025Q3: 67 shares; 2025Q4: 71 shares; 2026Q1: 83 shares 83 $12.4K <0.01% +12 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 reported; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 87 shares; 2025Q3: 65 shares; 2025Q4: 64 shares; 2026Q1: 105 shares 105 $12.4K <0.01% +41 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 reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 55 shares; 2026Q1: 75 shares 75 $12.4K <0.01% +20 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 65 shares; 2025Q2: 69 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $12.3K <0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 209 shares; 2025Q2: 199 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $12.1K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 17 shares; 2025Q2: 14 shares; 2025Q3: 12 shares; 2025Q4: 21 shares; 2026Q1: 22 shares 22 $12.1K <0.01% +1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 6 shares; 2025Q4: 48 shares; 2026Q1: 142 shares 142 $11.9K <0.01% +94 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 35 shares; 2025Q2: 29 shares; 2025Q3: 31 shares; 2025Q4: 63 shares; 2026Q1: 94 shares 94 $11.9K <0.01% +31 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 92 shares; 2025Q4: 81 shares; 2026Q1: 99 shares 99 $11.8K <0.01% +18 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 476 shares; 2025Q1: 690 shares; 2025Q2: 477 shares; 2025Q3: 569 shares; 2025Q4: 587 shares; 2026Q1: 587 shares 587 $11.8K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 685 shares; 2025Q1: 133 shares; 2025Q2: 808 shares; 2025Q3: 830 shares; 2025Q4: 1,040 shares; 2026Q1: 1,018 shares 1,018 $11.7K <0.01% -22 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 reported; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 124 shares; 2025Q3: 131 shares; 2025Q4: 162 shares; 2026Q1: 253 shares 253 $11.7K <0.01% +91 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 76 shares; 2025Q4: 82 shares; 2026Q1: 126 shares 126 $11.7K <0.01% +44 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 reported; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 46 shares; 2025Q3: 48 shares; 2025Q4: 85 shares; 2026Q1: 100 shares 100 $11.6K <0.01% +15 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 42 shares; 2026Q1: 29 shares 29 $11.5K <0.01% -13 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $11.4K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 21 shares; 2025Q4: 25 shares; 2026Q1: 40 shares 40 $11.3K <0.01% +15 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156 shares; 2026Q1: 180 shares 180 $11.2K <0.01% +24 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 reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 35 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 54 shares 54 $11.2K <0.01% +18 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $11.2K <0.01% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $11.1K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 26 shares 26 $11K <0.01% +25 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 23 shares; 2025Q3: 22 shares; 2025Q4: 44 shares; 2026Q1: 28 shares 28 $10.9K <0.01% -16 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 23 shares; 2025Q3: 25 shares; 2025Q4: 35 shares; 2026Q1: 40 shares 40 $10.8K <0.01% +5 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 120 shares; 2025Q4: 123 shares; 2026Q1: 142 shares 142 $10.7K <0.01% +19 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 40 shares; 2025Q3: 37 shares; 2025Q4: 35 shares; 2026Q1: 33 shares 33 $10.6K <0.01% -2 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 26 shares; 2026Q1: 27 shares 27 $10.6K <0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 41 shares; 2026Q1: 51 shares 51 $10.6K <0.01% +10 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 reported; 2024Q4: 20 shares; 2025Q1: 35 shares; 2025Q2: 31 shares; 2025Q3: 33 shares; 2025Q4: 30 shares; 2026Q1: 33 shares 33 $10.6K <0.01% +3 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 reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares 8 $10.6K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 14 shares; 2026Q1: 42 shares 42 $10.5K <0.01% +28 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110 shares 110 $10.5K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 77 shares; 2025Q2: 89 shares; 2025Q3: 86 shares; 2025Q4: 52 shares; 2026Q1: 53 shares 53 $10.4K <0.01% +1 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 17 shares; 2025Q4: 13 shares; 2026Q1: 14 shares 14 $10.3K <0.01% +1 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 26 shares; 2026Q1: 59 shares 59 $10.3K <0.01% +33 Timeline JEDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $10.2K <0.01% new 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 reported; 2024Q4: 2 shares; 2025Q1: 26 shares; 2025Q2: 21 shares; 2025Q3: 24 shares; 2025Q4: 52 shares; 2026Q1: 78 shares 78 $10.2K <0.01% +26 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $10.2K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $10.1K <0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 63 shares; 2025Q3: 28 shares; 2025Q4: 67 shares; 2026Q1: 119 shares 119 $10.1K <0.01% +52 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 264 shares; 2025Q2: 257 shares; 2025Q3: 131 shares; 2025Q4: 142 shares; 2026Q1: 1,073 shares 1,073 $10.1K <0.01% +931 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 85 shares; 2025Q4: 109 shares; 2026Q1: 123 shares 123 $10.1K <0.01% +14 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $10K <0.01% 0 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 reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $10K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72 shares; 2025Q1: 109 shares; 2025Q2: 96 shares; 2025Q3: 104 shares; 2025Q4: 106 shares; 2026Q1: 140 shares 140 $9.99K <0.01% +34 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $9.96K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 23 shares; 2026Q1: 25 shares 25 $9.95K <0.01% +2 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 50 shares 50 $9.88K <0.01% +11 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $9.84K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 136 shares; 2026Q1: 355 shares 355 $9.75K <0.01% +219 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 54 shares; 2026Q1: 57 shares 57 $9.64K <0.01% +3 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 reported; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $9.54K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 85 shares; 2026Q1: 112 shares 112 $9.51K <0.01% +27 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 17 shares; 2026Q1: 35 shares 35 $9.47K <0.01% +18 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 19 shares 19 $9.32K <0.01% +3 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 90 shares; 2025Q2: 92 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $9.25K <0.01% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $9.12K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 14 shares; 2026Q1: 21 shares 21 $9.11K <0.01% +7 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 113 shares; 2025Q2: 103 shares; 2025Q3: 90 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $9.07K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 7 shares; 2025Q4: 50 shares; 2026Q1: 65 shares 65 $9.06K <0.01% +15 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 reported; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 26 shares; 2025Q4: 70 shares; 2026Q1: 69 shares 69 $9.04K <0.01% -1 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 145 shares; 2025Q2: 143 shares; 2025Q3: 137 shares; 2025Q4: 135 shares; 2026Q1: 138 shares 138 $9.03K <0.01% +3 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 10 shares 10 $8.95K <0.01% +3 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $8.91K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $8.86K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 52 shares; 2025Q4: 71 shares; 2026Q1: 70 shares 70 $8.86K <0.01% -1 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 68 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $8.84K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 58 shares; 2025Q4: 85 shares; 2026Q1: 134 shares 134 $8.84K <0.01% +49 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 61 shares; 2025Q4: 67 shares; 2026Q1: 75 shares 75 $8.82K <0.01% +8 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 reported; 2024Q4: 137 shares; 2025Q1: 142 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 179 shares 179 $8.78K <0.01% +16 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $8.64K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 59 shares; 2025Q3: 62 shares; 2025Q4: 53 shares; 2026Q1: 70 shares 70 $8.6K <0.01% +17 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 53 shares; 2026Q1: 65 shares 65 $8.52K <0.01% +12 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 18 shares; 2026Q1: 26 shares 26 $8.5K <0.01% +8 Timeline EWJ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $8.44K <0.01% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $8.41K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 16 shares; 2026Q1: 32 shares 32 $8.33K <0.01% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 17 shares; 2025Q4: 10 shares; 2026Q1: 29 shares 29 $8.32K <0.01% +19 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 141 shares; 2025Q2: 114 shares; 2025Q3: 188 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $8.29K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 109 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $8.2K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 385 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $8.18K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares 26 $8.12K <0.01% new Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $7.81K <0.01% 0 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 79 shares; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $7.78K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 20 shares; 2026Q1: 28 shares 28 $7.71K <0.01% +8 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 70 shares; 2025Q4: 73 shares; 2026Q1: 83 shares 83 $7.64K <0.01% +10 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $7.64K <0.01% 0 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 reported; 2024Q4: 50 shares; 2025Q1: 57 shares; 2025Q2: 47 shares; 2025Q3: 55 shares; 2025Q4: 50 shares; 2026Q1: 74 shares 74 $7.56K <0.01% +24 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 32 shares; 2025Q4: 81 shares; 2026Q1: 104 shares 104 $7.54K <0.01% +23 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $7.48K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $7.46K <0.01% 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 reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 21 shares 21 $7.43K <0.01% +15 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 56 shares; 2025Q4: 86 shares; 2026Q1: 123 shares 123 $7.4K <0.01% +37 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $7.4K <0.01% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares; 2026Q1: 678 shares 678 $7.34K <0.01% +254 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 29 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $7.29K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 35 shares 35 $7.22K <0.01% +31 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $7.07K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 12 shares; 2026Q1: 18 shares 18 $7.05K <0.01% +6 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 498 shares; 2025Q1: 494 shares; 2025Q2: 188 shares; 2025Q3: 195 shares; 2025Q4: 197 shares; 2026Q1: 220 shares 220 $7.04K <0.01% +23 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $7.02K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 16 shares; 2026Q1: 23 shares 23 $6.99K <0.01% +7 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $6.97K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217 shares; 2025Q1: 196 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $6.92K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 12 shares; 2025Q3: 25 shares; 2025Q4: 40 shares; 2026Q1: 33 shares 33 $6.9K <0.01% -7 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 452 shares; 2025Q1: 402 shares; 2025Q2: 435 shares; 2025Q3: 149 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $6.89K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 16 shares; 2026Q1: 53 shares 53 $6.89K <0.01% +37 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 81 shares; 2025Q4: 80 shares; 2026Q1: 89 shares 89 $6.86K <0.01% +9 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 240 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $6.84K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 8 shares; 2025Q4: 96 shares; 2026Q1: 54 shares 54 $6.82K <0.01% -42 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $6.81K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $6.77K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 9 shares; 2026Q1: 12 shares 12 $6.74K <0.01% +3 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 243 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $6.7K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $6.64K <0.01% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $6.62K <0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $6.62K <0.01% 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 reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 4 shares; 2025Q4: 62 shares; 2026Q1: 67 shares 67 $6.59K <0.01% +5 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 reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 11 shares; 2025Q4: 22 shares; 2026Q1: 15 shares 15 $6.54K <0.01% -7 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 reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 71 shares 71 $6.54K <0.01% +68 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 17 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $6.52K <0.01% 0 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $6.51K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $6.49K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27 $6.48K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 80 shares 80 $6.48K <0.01% +16 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 22 shares; 2026Q1: 23 shares 23 $6.46K <0.01% +1 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82 shares; 2025Q1: 74 shares; 2025Q2: 69 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares 58 $6.43K <0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $6.39K <0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $6.39K <0.01% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $6.37K <0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74 shares; 2025Q1: 70 shares; 2025Q2: 68 shares; 2025Q3: 88 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $6.36K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $6.31K <0.01% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 24 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $6.29K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6.29K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $6.28K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 105 shares; 2026Q1: 189 shares 189 $6.28K <0.01% +84 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 26 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $6.27K <0.01% 0 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 18 shares; 2025Q3: 16 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $6.26K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $6.21K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares; 2025Q4: 40 shares; 2026Q1: 76 shares 76 $6.21K <0.01% +36 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 reported; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 72 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $6.19K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 24 shares; 2025Q3: 53 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $6.15K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 132 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.14K <0.01% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 18 shares 18 $6.1K <0.01% -1 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $6.08K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $6.04K <0.01% 0 Timeline RELL RICHARDSON ELECTRS LTD More: the full row for RICHARDSON ELECTRS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $6.02K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 12 shares; 2026Q1: 51 shares 51 $6.02K <0.01% +39 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $6.01K <0.01% 0 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares 759 $5.97K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 249 shares; 2025Q3: 267 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $5.96K <0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $5.95K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 51 shares; 2025Q2: 33 shares; 2025Q3: 50 shares; 2025Q4: 52 shares; 2026Q1: 48 shares 48 $5.92K <0.01% -4 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 20 shares; 2025Q2: 19 shares; 2025Q3: 12 shares; 2025Q4: 28 shares; 2026Q1: 36 shares 36 $5.88K <0.01% +8 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 92 shares; 2025Q2: 90 shares; 2025Q3: 91 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $5.84K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 228 shares 228 $5.84K <0.01% +128 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26 shares 26 $5.84K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,044 shares; 2025Q1: 1,033 shares; 2025Q2: 613 shares; 2025Q3: 596 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $5.8K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $5.79K <0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 13 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $5.76K <0.01% 0 Timeline EWZ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $5.76K <0.01% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $5.74K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 8 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $5.7K <0.01% 0 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 reported; 2024Q4: 80 shares; 2025Q1: 109 shares; 2025Q2: 83 shares; 2025Q3: 82 shares; 2025Q4: 73 shares; 2026Q1: 82 shares 82 $5.68K <0.01% +9 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 49 shares; 2025Q4: 99 shares; 2026Q1: 54 shares 54 $5.68K <0.01% -45 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 25 shares; 2025Q2: 43 shares; 2025Q3: 77 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $5.67K <0.01% 0 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 reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $5.59K <0.01% 0 Timeline