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: 1,750,633 shares; 2024Q4: 1,774,295 shares; 2025Q1: 1,782,169 shares; 2025Q2: 1,786,389 shares; 2025Q3: 1,777,400 shares; 2025Q4: 1,764,533 shares; 2026Q1: 1,692,805 shares 1,692,805 $430M 6.2% -71,728 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: 770,330 shares; 2024Q4: 781,013 shares; 2025Q1: 833,386 shares; 2025Q2: 929,577 shares; 2025Q3: 923,990 shares; 2025Q4: 925,763 shares; 2026Q1: 951,315 shares 951,315 $352M 5.08% +25,552 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: 1,543,179 shares; 2024Q4: 1,528,202 shares; 2025Q1: 1,433,770 shares; 2025Q2: 1,375,707 shares; 2025Q3: 1,306,739 shares; 2025Q4: 1,228,840 shares; 2026Q1: 1,122,634 shares 1,122,634 $347M 5.01% -106,206 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: 1,440,351 shares; 2024Q4: 1,444,300 shares; 2025Q1: 1,453,882 shares; 2025Q2: 1,232,337 shares; 2025Q3: 1,212,629 shares; 2025Q4: 1,179,368 shares; 2026Q1: 1,128,419 shares 1,128,419 $324M 4.67% -50,949 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: 1,520,533 shares; 2024Q4: 1,555,566 shares; 2025Q1: 1,569,658 shares; 2025Q2: 1,762,382 shares; 2025Q3: 1,753,521 shares; 2025Q4: 1,733,014 shares; 2026Q1: 1,708,881 shares 1,708,881 $298M 4.3% -24,133 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: 784,662 shares; 2024Q4: 806,801 shares; 2025Q1: 870,060 shares; 2025Q2: 919,028 shares; 2025Q3: 922,932 shares; 2025Q4: 926,368 shares; 2026Q1: 913,771 shares 913,771 $190M 2.75% -12,597 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: 1,146,277 shares; 2025Q1: 1,160,402 shares; 2025Q2: 1,293,129 shares; 2025Q3: 1,292,706 shares; 2025Q4: 1,121,345 shares; 2026Q1: 843,259 shares 843,259 $180M 2.6% -278,086 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: 550,580 shares; 2024Q4: 4,930,765 shares; 2025Q1: 5,459,782 shares; 2025Q2: 6,259,236 shares; 2025Q3: 6,799,561 shares; 2025Q4: 7,429,326 shares; 2026Q1: 6,756,711 shares 6,756,711 $152M 2.19% -672,615 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: 329,755 shares; 2024Q4: 331,346 shares; 2025Q1: 382,010 shares; 2025Q2: 446,638 shares; 2025Q3: 453,814 shares; 2025Q4: 468,495 shares; 2026Q1: 481,849 shares 481,849 $142M 2.04% +13,354 Timeline DGRO 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: 13,179 shares; 2024Q4: 13,179 shares; 2025Q1: 12,539 shares; 2025Q2: 9,127 shares; 2025Q3: 9,127 shares; 2025Q4: 186,220 shares; 2026Q1: 1,965,020 shares 1,965,020 $138M 1.99% +1,778,800 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: 3,486,161 shares; 2024Q4: 4,012,156 shares; 2025Q1: 4,713,829 shares; 2025Q2: 5,054,564 shares; 2025Q3: 5,513,732 shares; 2025Q4: 6,558,915 shares; 2026Q1: 5,908,223 shares 5,908,223 $135M 1.95% -650,692 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: 578,416 shares; 2024Q4: 615,703 shares; 2025Q1: 611,755 shares; 2025Q2: 595,509 shares; 2025Q3: 592,430 shares; 2025Q4: 592,853 shares; 2026Q1: 601,712 shares 601,712 $131M 1.89% +8,859 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: 90,207 shares; 2024Q4: 81,835 shares; 2025Q1: 77,692 shares; 2025Q2: 71,973 shares; 2025Q3: 76,676 shares; 2025Q4: 258,574 shares; 2026Q1: 2,039,445 shares 2,039,445 $131M 1.89% +1,780,871 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: 454,471 shares; 2024Q4: 467,846 shares; 2025Q1: 503,112 shares; 2025Q2: 540,433 shares; 2025Q3: 437,410 shares; 2025Q4: 413,921 shares; 2026Q1: 374,100 shares 374,100 $129M 1.86% -39,821 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: 504,223 shares; 2024Q4: 504,474 shares; 2025Q1: 501,553 shares; 2025Q2: 458,040 shares; 2025Q3: 451,634 shares; 2025Q4: 449,257 shares; 2026Q1: 426,231 shares 426,231 $123M 1.77% -23,026 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,832 shares; 2024Q4: 530,360 shares; 2025Q1: 537,392 shares; 2025Q2: 564,405 shares; 2025Q3: 565,255 shares; 2025Q4: 567,340 shares; 2026Q1: 553,980 shares 553,980 $119M 1.71% -13,360 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: 70,720 shares; 2024Q4: 98,899 shares; 2025Q1: 105,966 shares; 2025Q2: 108,228 shares; 2025Q3: 98,631 shares; 2025Q4: 97,195 shares; 2026Q1: 87,124 shares 87,124 $115M 1.66% -10,071 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: 245,881 shares; 2024Q4: 246,131 shares; 2025Q1: 247,060 shares; 2025Q2: 240,527 shares; 2025Q3: 238,021 shares; 2025Q4: 237,989 shares; 2026Q1: 210,012 shares 210,012 $105M 1.51% -27,977 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: 244,090 shares; 2024Q4: 241,721 shares; 2025Q1: 240,429 shares; 2025Q2: 222,946 shares; 2025Q3: 219,501 shares; 2025Q4: 216,893 shares; 2026Q1: 213,217 shares 213,217 $102M 1.47% -3,676 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: 1,547,421 shares; 2024Q4: 2,218,248 shares; 2025Q1: 2,755,765 shares; 2025Q2: 3,196,613 shares; 2025Q3: 3,559,963 shares; 2025Q4: 4,283,152 shares; 2026Q1: 4,190,511 shares 4,190,511 $102M 1.47% -92,641 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: 172,112 shares; 2024Q4: 174,656 shares; 2025Q1: 180,830 shares; 2025Q2: 196,588 shares; 2025Q3: 197,714 shares; 2025Q4: 158,927 shares; 2026Q1: 175,665 shares 175,665 $101M 1.45% +16,738 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: 366,259 shares; 2024Q4: 2,763,710 shares; 2025Q1: 3,203,508 shares; 2025Q2: 3,252,877 shares; 2025Q3: 3,586,205 shares; 2025Q4: 4,238,514 shares; 2026Q1: 4,133,684 shares 4,133,684 $100M 1.45% -104,830 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: 154,431 shares; 2024Q4: 166,802 shares; 2025Q1: 175,706 shares; 2025Q2: 205,974 shares; 2025Q3: 210,963 shares; 2025Q4: 212,761 shares; 2026Q1: 184,675 shares 184,675 $90.8M 1.31% -28,086 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: 504,503 shares; 2024Q4: 498,086 shares; 2025Q1: 496,207 shares; 2025Q2: 483,030 shares; 2025Q3: 481,708 shares; 2025Q4: 474,292 shares; 2026Q1: 564,247 shares 564,247 $90.1M 1.3% +89,955 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: 384,073 shares; 2024Q4: 370,617 shares; 2025Q1: 360,195 shares; 2025Q2: 353,668 shares; 2025Q3: 354,632 shares; 2025Q4: 353,304 shares; 2026Q1: 355,670 shares 355,670 $86.9M 1.25% +2,366 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: 263,915 shares; 2024Q4: 263,109 shares; 2025Q1: 263,412 shares; 2025Q2: 271,141 shares; 2025Q3: 271,522 shares; 2025Q4: 239,942 shares; 2026Q1: 246,956 shares 246,956 $81.2M 1.17% +7,014 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,709 shares; 2024Q4: 129,441 shares; 2025Q1: 155,871 shares; 2025Q2: 138,026 shares; 2025Q3: 125,093 shares; 2025Q4: 124,445 shares; 2026Q1: 109,265 shares 109,265 $77.4M 1.12% -15,180 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: 12,772 shares; 2024Q4: 12,772 shares; 2025Q1: 24,311 shares; 2025Q2: 42,361 shares; 2025Q3: 43,586 shares; 2025Q4: 2,290,213 shares; 2026Q1: 2,940,328 shares 2,940,328 $74.5M 1.07% +650,115 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: 12,650 shares; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 11,819 shares; 2025Q3: 121,649 shares; 2025Q4: 2,162,265 shares; 2026Q1: 2,827,401 shares 2,827,401 $65.8M 0.95% +665,136 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: 22,121 shares; 2024Q4: 22,934 shares; 2025Q1: 23,129 shares; 2025Q2: 24,114 shares; 2025Q3: 23,871 shares; 2025Q4: 22,733 shares; 2026Q1: 19,195 shares 19,195 $64.8M 0.94% -3,538 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,417 shares; 2024Q4: 351,946 shares; 2025Q1: 371,995 shares; 2025Q2: 320,946 shares; 2025Q3: 315,988 shares; 2025Q4: 302,970 shares; 2026Q1: 245,189 shares 245,189 $59.9M 0.86% -57,781 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: 205,722 shares; 2024Q4: 204,917 shares; 2025Q1: 200,140 shares; 2025Q2: 196,588 shares; 2025Q3: 201,521 shares; 2025Q4: 198,466 shares; 2026Q1: 191,298 shares 191,298 $59.5M 0.86% -7,168 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: 199,180 shares; 2024Q4: 206,399 shares; 2025Q1: 218,010 shares; 2025Q2: 149,928 shares; 2025Q3: 148,914 shares; 2025Q4: 154,899 shares; 2026Q1: 164,564 shares 164,564 $57.9M 0.84% +9,665 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: 407,486 shares; 2024Q4: 408,869 shares; 2025Q1: 408,604 shares; 2025Q2: 401,582 shares; 2025Q3: 391,870 shares; 2025Q4: 392,403 shares; 2026Q1: 190,754 shares 190,754 $57.7M 0.83% -201,649 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: 119,512 shares; 2024Q4: 120,100 shares; 2025Q1: 121,604 shares; 2025Q2: 125,330 shares; 2025Q3: 123,708 shares; 2025Q4: 124,282 shares; 2026Q1: 129,533 shares 129,533 $55.1M 0.79% +5,251 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: 72,713 shares; 2025Q4: 1,652,913 shares; 2026Q1: 2,454,411 shares 2,454,411 $53.7M 0.78% +801,498 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: 132,098 shares; 2024Q4: 142,515 shares; 2025Q1: 139,900 shares; 2025Q2: 150,257 shares; 2025Q3: 168,704 shares; 2025Q4: 235,370 shares; 2026Q1: 280,181 shares 280,181 $53.1M 0.77% +44,811 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: 142,512 shares; 2024Q4: 152,040 shares; 2025Q1: 180,758 shares; 2025Q2: 189,101 shares; 2025Q3: 152,006 shares; 2025Q4: 149,416 shares; 2026Q1: 107,044 shares 107,044 $52.5M 0.76% -42,372 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: 308,236 shares; 2024Q4: 316,600 shares; 2025Q1: 327,339 shares; 2025Q2: 344,398 shares; 2025Q3: 311,979 shares; 2025Q4: 280,464 shares; 2026Q1: 262,435 shares 262,435 $52M 0.75% -18,029 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: 438,386 shares; 2024Q4: 607,461 shares; 2025Q1: 614,126 shares; 2025Q2: 705,975 shares; 2025Q3: 593,580 shares; 2025Q4: 569,928 shares; 2026Q1: 435,765 shares 435,765 $51.5M 0.74% -134,163 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: 21,953 shares; 2024Q4: 21,547 shares; 2025Q1: 21,340 shares; 2025Q2: 40,132 shares; 2025Q3: 40,032 shares; 2025Q4: 46,388 shares; 2026Q1: 56,035 shares 56,035 $51.5M 0.74% +9,647 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: 603,828 shares; 2024Q4: 389,450 shares; 2025Q1: 448,873 shares; 2025Q2: 770,961 shares; 2025Q3: 700,160 shares; 2025Q4: 711,999 shares; 2026Q1: 661,241 shares 661,241 $50.6M 0.73% -50,758 Timeline LDRC 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: 1,239,704 shares; 2026Q1: 1,932,193 shares 1,932,193 $48.8M 0.7% +692,489 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: 342,571 shares; 2024Q4: 366,837 shares; 2025Q1: 432,066 shares; 2025Q2: 400,720 shares; 2025Q3: 334,326 shares; 2025Q4: 338,992 shares; 2026Q1: 284,948 shares 284,948 $48.3M 0.7% -54,044 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: 219,526 shares; 2024Q4: 227,882 shares; 2025Q1: 211,420 shares; 2025Q2: 234,059 shares; 2025Q3: 162,414 shares; 2025Q4: 180,586 shares; 2026Q1: 222,774 shares 222,774 $46.1M 0.66% +42,188 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: 132,483 shares; 2024Q4: 133,227 shares; 2025Q1: 131,926 shares; 2025Q2: 129,963 shares; 2025Q3: 128,433 shares; 2025Q4: 127,755 shares; 2026Q1: 127,334 shares 127,334 $43.7M 0.63% -421 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: 127,396 shares; 2024Q4: 128,243 shares; 2025Q1: 129,656 shares; 2025Q2: 133,506 shares; 2025Q3: 133,021 shares; 2025Q4: 124,963 shares; 2026Q1: 122,238 shares 122,238 $39.5M 0.57% -2,725 Timeline LDRT 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: 249,726 shares; 2026Q1: 1,552,650 shares 1,552,650 $39.2M 0.57% +1,302,924 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: 215,651 shares; 2024Q4: 219,053 shares; 2025Q1: 232,047 shares; 2025Q2: 221,475 shares; 2025Q3: 221,313 shares; 2025Q4: 156,950 shares; 2026Q1: 163,663 shares 163,663 $38.7M 0.56% +6,713 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: 400,007 shares; 2024Q4: 392,560 shares; 2025Q1: 391,436 shares; 2025Q2: 385,412 shares; 2025Q3: 383,690 shares; 2025Q4: 377,118 shares; 2026Q1: 370,318 shares 370,318 $38M 0.55% -6,800 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: 187,280 shares; 2024Q4: 188,789 shares; 2025Q1: 187,776 shares; 2025Q2: 186,835 shares; 2025Q3: 185,066 shares; 2025Q4: 184,755 shares; 2026Q1: 186,717 shares 186,717 $36M 0.52% +1,962 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: 60,857 shares; 2024Q4: 60,521 shares; 2025Q1: 60,510 shares; 2025Q2: 50,377 shares; 2025Q3: 50,331 shares; 2025Q4: 49,525 shares; 2026Q1: 55,117 shares 55,117 $35.8M 0.52% +5,592 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: 258,923 shares; 2024Q4: 258,458 shares; 2025Q1: 258,686 shares; 2025Q2: 253,255 shares; 2025Q3: 251,018 shares; 2025Q4: 247,396 shares; 2026Q1: 239,419 shares 239,419 $35.2M 0.51% -7,977 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: 62,132 shares; 2024Q4: 62,230 shares; 2025Q1: 62,876 shares; 2025Q2: 61,916 shares; 2025Q3: 60,259 shares; 2025Q4: 60,259 shares; 2026Q1: 59,962 shares 59,962 $32.3M 0.47% -297 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: 284,545 shares; 2024Q4: 283,215 shares; 2025Q1: 283,682 shares; 2025Q2: 284,051 shares; 2025Q3: 278,674 shares; 2025Q4: 276,636 shares; 2026Q1: 258,343 shares 258,343 $32.1M 0.46% -18,293 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: 228,981 shares; 2024Q4: 230,098 shares; 2025Q1: 226,821 shares; 2025Q2: 218,765 shares; 2025Q3: 225,101 shares; 2025Q4: 218,959 shares; 2026Q1: 221,557 shares 221,557 $32M 0.46% +2,598 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,995 shares; 2024Q4: 110,793 shares; 2025Q1: 116,586 shares; 2025Q2: 52,307 shares; 2025Q3: 263,647 shares; 2025Q4: 204,199 shares; 2026Q1: 154,098 shares 154,098 $29.6M 0.43% -50,101 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 37 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $27.3M 0.39% 0 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: 30,623 shares; 2024Q4: 29,492 shares; 2025Q1: 29,491 shares; 2025Q2: 28,527 shares; 2025Q3: 28,536 shares; 2025Q4: 28,267 shares; 2026Q1: 26,766 shares 26,766 $24M 0.35% -1,501 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: 81,314 shares; 2024Q4: 84,496 shares; 2025Q1: 80,754 shares; 2025Q2: 79,826 shares; 2025Q3: 79,243 shares; 2025Q4: 78,866 shares; 2026Q1: 78,628 shares 78,628 $23.8M 0.34% -238 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: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 63,389 shares; 2025Q3: 79,238 shares; 2025Q4: 618,956 shares; 2026Q1: 1,047,861 shares 1,047,861 $23.3M 0.34% +428,905 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 117,810 shares; 2025Q4: 78,672 shares; 2026Q1: 69,917 shares 69,917 $23.3M 0.34% -8,755 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: 15,300 shares; 2024Q4: 14,714 shares; 2025Q1: 14,463 shares; 2025Q2: 13,259 shares; 2025Q3: 13,470 shares; 2025Q4: 119,289 shares; 2026Q1: 102,628 shares 102,628 $23.2M 0.33% -16,661 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: 650,806 shares; 2024Q4: 317,120 shares; 2025Q1: 210,944 shares; 2025Q2: 197,371 shares; 2025Q3: 191,190 shares; 2025Q4: 187,478 shares; 2026Q1: 189,740 shares 189,740 $22.8M 0.33% +2,262 Timeline SUSA 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: 82,391 shares; 2024Q4: 88,109 shares; 2025Q1: 89,291 shares; 2025Q2: 158,757 shares; 2025Q3: 161,986 shares; 2025Q4: 177,572 shares; 2026Q1: 164,695 shares 164,695 $21.8M 0.31% -12,877 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: 10,808 shares; 2024Q4: 10,861 shares; 2025Q1: 10,791 shares; 2025Q2: 10,791 shares; 2025Q3: 10,791 shares; 2025Q4: 10,800 shares; 2026Q1: 48,487 shares 48,487 $21M 0.3% +37,687 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,109 shares; 2024Q4: 62,862 shares; 2025Q1: 62,144 shares; 2025Q2: 61,850 shares; 2025Q3: 61,552 shares; 2025Q4: 59,884 shares; 2026Q1: 59,604 shares 59,604 $20.4M 0.29% -280 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: 4,112 shares; 2024Q4: 4,638 shares; 2025Q1: 4,793 shares; 2025Q2: 5,930 shares; 2025Q3: 4,849 shares; 2025Q4: 5,005 shares; 2026Q1: 102,041 shares 102,041 $19M 0.27% +97,036 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: 91,824 shares; 2024Q4: 94,717 shares; 2025Q1: 99,827 shares; 2025Q2: 126,446 shares; 2025Q3: 97,575 shares; 2025Q4: 107,739 shares; 2026Q1: 90,695 shares 90,695 $18.9M 0.27% -17,044 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: 253,895 shares; 2024Q4: 271,373 shares; 2025Q1: 411,444 shares; 2025Q2: 401,456 shares; 2025Q3: 396,762 shares; 2025Q4: 397,270 shares; 2026Q1: 379,367 shares 379,367 $18.5M 0.27% -17,903 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,900 shares; 2024Q4: 282,197 shares; 2025Q1: 182,270 shares; 2025Q2: 149,644 shares; 2025Q3: 142,195 shares; 2025Q4: 139,288 shares; 2026Q1: 134,205 shares 134,205 $18.4M 0.27% -5,083 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: 74,810 shares; 2024Q4: 74,307 shares; 2025Q1: 74,002 shares; 2025Q2: 72,566 shares; 2025Q3: 59,220 shares; 2025Q4: 58,554 shares; 2026Q1: 53,724 shares 53,724 $18.2M 0.26% -4,830 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: 75,913 shares; 2024Q4: 75,608 shares; 2025Q1: 75,705 shares; 2025Q2: 77,368 shares; 2025Q3: 86,788 shares; 2025Q4: 86,138 shares; 2026Q1: 74,248 shares 74,248 $18M 0.26% -11,890 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768,174 shares 768,174 $17.6M 0.25% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,281 shares; 2026Q1: 32,576 shares 32,576 $17.6M 0.25% +13,295 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: 4,077 shares; 2024Q4: 31,607 shares; 2025Q1: 31,072 shares; 2025Q2: 47,744 shares; 2025Q3: 47,445 shares; 2025Q4: 34,333 shares; 2026Q1: 30,595 shares 30,595 $17.2M 0.25% -3,738 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,412 shares; 2024Q4: 119,011 shares; 2025Q1: 113,750 shares; 2025Q2: 107,734 shares; 2025Q3: 112,496 shares; 2025Q4: 111,596 shares; 2026Q1: 110,205 shares 110,205 $17.1M 0.25% -1,391 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: 226,358 shares; 2024Q4: 224,175 shares; 2025Q1: 221,828 shares; 2025Q2: 216,614 shares; 2025Q3: 211,616 shares; 2025Q4: 208,169 shares; 2026Q1: 218,060 shares 218,060 $16.9M 0.24% +9,891 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: 6,915 shares; 2025Q3: 6,915 shares; 2025Q4: 404,684 shares; 2026Q1: 771,542 shares 771,542 $16.9M 0.24% +366,858 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,313 shares; 2024Q4: 178,444 shares; 2025Q1: 176,632 shares; 2025Q2: 150,047 shares; 2025Q3: 146,142 shares; 2025Q4: 142,877 shares; 2026Q1: 142,317 shares 142,317 $15.6M 0.23% -560 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: 277,103 shares; 2026Q1: 702,754 shares 702,754 $13.9M 0.2% +425,651 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: 83,108 shares; 2024Q4: 83,231 shares; 2025Q1: 82,077 shares; 2025Q2: 74,525 shares; 2025Q3: 71,566 shares; 2025Q4: 70,789 shares; 2026Q1: 69,869 shares 69,869 $13.6M 0.2% -920 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: 348,471 shares; 2024Q4: 345,722 shares; 2025Q1: 340,060 shares; 2025Q2: 335,819 shares; 2025Q3: 324,906 shares; 2025Q4: 324,174 shares; 2026Q1: 323,689 shares 323,689 $13.3M 0.19% -485 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: 634,130 shares; 2024Q4: 564,651 shares; 2025Q1: 525,884 shares; 2025Q2: 498,761 shares; 2025Q3: 475,557 shares; 2025Q4: 459,931 shares; 2026Q1: 464,978 shares 464,978 $13.1M 0.19% +5,047 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 3,343 shares; 2025Q1: 3,096 shares; 2025Q2: 3,442 shares; 2025Q3: 24,278 shares; 2025Q4: 23,889 shares; 2026Q1: 35,508 shares 35,508 $12.7M 0.18% +11,619 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: 23,353 shares; 2024Q4: 22,025 shares; 2025Q1: 21,855 shares; 2025Q2: 21,600 shares; 2025Q3: 22,145 shares; 2025Q4: 21,796 shares; 2026Q1: 22,412 shares 22,412 $12.6M 0.18% +616 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,169 shares; 2024Q4: 361,654 shares; 2025Q1: 358,876 shares; 2025Q2: 329,195 shares; 2025Q3: 314,556 shares; 2025Q4: 145,272 shares; 2026Q1: 99,864 shares 99,864 $12.1M 0.17% -45,408 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,133 shares; 2024Q4: 26,393 shares; 2025Q1: 25,945 shares; 2025Q2: 29,004 shares; 2025Q3: 67,031 shares; 2025Q4: 82,685 shares; 2026Q1: 51,640 shares 51,640 $11.1M 0.16% -31,045 Timeline VGSH 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: 154,861 shares; 2024Q4: 165,836 shares; 2025Q1: 171,497 shares; 2025Q2: 164,777 shares; 2025Q3: 170,007 shares; 2025Q4: 170,281 shares; 2026Q1: 176,228 shares 176,228 $10.3M 0.15% +5,947 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: 41,360 shares; 2024Q4: 42,395 shares; 2025Q1: 42,072 shares; 2025Q2: 42,023 shares; 2025Q3: 41,848 shares; 2025Q4: 41,655 shares; 2026Q1: 41,562 shares 41,562 $8.44M 0.12% -93 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 2,129 shares; 2025Q1: 2,170 shares; 2025Q2: 2,334 shares; 2025Q3: 2,529 shares; 2025Q4: 24,855 shares; 2026Q1: 87,442 shares 87,442 $8.41M 0.12% +62,587 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: 9,762 shares; 2024Q4: 9,762 shares; 2025Q1: 9,738 shares; 2025Q2: 8,254 shares; 2025Q3: 7,752 shares; 2025Q4: 7,763 shares; 2026Q1: 65,900 shares 65,900 $8.33M 0.12% +58,137 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: 46,465 shares; 2024Q4: 45,667 shares; 2025Q1: 41,468 shares; 2025Q2: 41,440 shares; 2025Q3: 51,486 shares; 2025Q4: 51,478 shares; 2026Q1: 50,192 shares 50,192 $8.3M 0.12% -1,286 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: 75,933 shares; 2024Q4: 57,304 shares; 2025Q1: 56,539 shares; 2025Q2: 59,267 shares; 2025Q3: 64,476 shares; 2025Q4: 87,200 shares; 2026Q1: 144,688 shares 144,688 $7.82M 0.11% +57,488 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,039 shares; 2024Q4: 15,687 shares; 2025Q1: 26,205 shares; 2025Q2: 23,675 shares; 2025Q3: 23,863 shares; 2025Q4: 23,864 shares; 2026Q1: 23,880 shares 23,880 $7.66M 0.11% +16 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,491 shares; 2024Q4: 24,903 shares; 2025Q1: 25,329 shares; 2025Q2: 25,639 shares; 2025Q3: 24,806 shares; 2025Q4: 24,700 shares; 2026Q1: 26,078 shares 26,078 $7.4M 0.11% +1,378 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: 93,324 shares; 2024Q4: 95,224 shares; 2025Q1: 96,682 shares; 2025Q2: 96,390 shares; 2025Q3: 95,650 shares; 2025Q4: 94,551 shares; 2026Q1: 92,204 shares 92,204 $7.01M 0.1% -2,347 Timeline SPIB 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: 110,579 shares; 2024Q4: 110,579 shares; 2025Q1: 110,579 shares; 2025Q2: 141,001 shares; 2025Q3: 184,922 shares; 2025Q4: 207,155 shares; 2026Q1: 207,176 shares 207,176 $6.95M 0.1% +21 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: 90,286 shares; 2024Q4: 97,869 shares; 2025Q1: 92,714 shares; 2025Q2: 85,551 shares; 2025Q3: 94,492 shares; 2025Q4: 109,413 shares; 2026Q1: 113,942 shares 113,942 $6.91M 0.1% +4,529 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: 37,554 shares; 2024Q4: 37,326 shares; 2025Q1: 36,692 shares; 2025Q2: 38,291 shares; 2025Q3: 42,464 shares; 2025Q4: 42,164 shares; 2026Q1: 37,624 shares 37,624 $6.85M 0.1% -4,540 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,184 shares; 2024Q4: 52,249 shares; 2025Q1: 51,690 shares; 2025Q2: 48,336 shares; 2025Q3: 47,061 shares; 2025Q4: 44,232 shares; 2026Q1: 42,093 shares 42,093 $6.62M 0.1% -2,139 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: 44,255 shares; 2024Q4: 44,705 shares; 2025Q1: 44,327 shares; 2025Q2: 42,888 shares; 2025Q3: 218,704 shares; 2025Q4: 217,760 shares; 2026Q1: 80,277 shares 80,277 $6.39M 0.09% -137,483 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: 24,228 shares; 2024Q4: 24,139 shares; 2025Q1: 23,894 shares; 2025Q2: 24,006 shares; 2025Q3: 24,006 shares; 2025Q4: 23,712 shares; 2026Q1: 23,638 shares 23,638 $6.15M 0.09% -74 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: 46,613 shares; 2024Q4: 48,585 shares; 2025Q1: 46,444 shares; 2025Q2: 34,527 shares; 2025Q3: 34,731 shares; 2025Q4: 43,731 shares; 2026Q1: 49,400 shares 49,400 $6.14M 0.09% +5,669 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 78,190 shares; 2025Q3: 84,229 shares; 2025Q4: 42,908 shares; 2026Q1: 59,372 shares 59,372 $5.98M 0.09% +16,464 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: 21,792 shares; 2024Q4: 21,570 shares; 2025Q1: 21,418 shares; 2025Q2: 21,068 shares; 2025Q3: 20,568 shares; 2025Q4: 20,568 shares; 2026Q1: 20,413 shares 20,413 $5.95M 0.09% -155 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: 20,816 shares; 2024Q4: 20,513 shares; 2025Q1: 20,358 shares; 2025Q2: 19,228 shares; 2025Q3: 19,194 shares; 2025Q4: 18,203 shares; 2026Q1: 18,169 shares 18,169 $5.82M 0.08% -34 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: 33,615 shares; 2024Q4: 33,711 shares; 2025Q1: 33,911 shares; 2025Q2: 33,811 shares; 2025Q3: 33,813 shares; 2025Q4: 33,701 shares; 2026Q1: 33,575 shares 33,575 $5.79M 0.08% -126 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 6,087 shares; 2025Q1: 6,427 shares; 2025Q2: 6,382 shares; 2025Q3: 6,201 shares; 2025Q4: 6,310 shares; 2026Q1: 6,618 shares 6,618 $5.78M 0.08% +308 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: 61,183 shares; 2024Q4: 62,222 shares; 2025Q1: 62,594 shares; 2025Q2: 63,970 shares; 2025Q3: 62,508 shares; 2025Q4: 61,908 shares; 2026Q1: 61,418 shares 61,418 $5.7M 0.08% -490 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: 19,510 shares; 2024Q4: 20,830 shares; 2025Q1: 20,530 shares; 2025Q2: 20,376 shares; 2025Q3: 19,726 shares; 2025Q4: 19,614 shares; 2026Q1: 19,614 shares 19,614 $5.7M 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,359 shares; 2024Q4: 7,431 shares; 2025Q1: 6,981 shares; 2025Q2: 7,040 shares; 2025Q3: 7,206 shares; 2025Q4: 7,949 shares; 2026Q1: 8,570 shares 8,570 $5.6M 0.08% +621 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: 23,384 shares; 2024Q4: 22,535 shares; 2025Q1: 20,798 shares; 2025Q2: 20,558 shares; 2025Q3: 20,408 shares; 2025Q4: 20,462 shares; 2026Q1: 43,987 shares 43,987 $5.57M 0.08% +23,525 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: 70,091 shares; 2024Q4: 70,228 shares; 2025Q1: 68,531 shares; 2025Q2: 67,757 shares; 2025Q3: 65,298 shares; 2025Q4: 64,098 shares; 2026Q1: 62,430 shares 62,430 $5.32M 0.08% -1,668 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: 99,617 shares; 2024Q4: 98,687 shares; 2025Q1: 93,738 shares; 2025Q2: 93,392 shares; 2025Q3: 94,546 shares; 2025Q4: 91,146 shares; 2026Q1: 88,993 shares 88,993 $5.13M 0.07% -2,153 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: 40,000 shares; 2024Q4: 49,576 shares; 2025Q1: 49,576 shares; 2025Q2: 49,889 shares; 2025Q3: 59,199 shares; 2025Q4: 63,024 shares; 2026Q1: 64,266 shares 64,266 $5.09M 0.07% +1,242 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 54,550 shares; 2025Q3: 94,511 shares; 2025Q4: 94,511 shares; 2026Q1: 94,511 shares 94,511 $5.03M 0.07% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,539 shares; 2024Q4: 36,847 shares; 2025Q1: 36,832 shares; 2025Q2: 37,700 shares; 2025Q3: 37,503 shares; 2025Q4: 37,594 shares; 2026Q1: 38,083 shares 38,083 $4.99M 0.07% +489 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: 21,891 shares; 2024Q4: 24,140 shares; 2025Q1: 24,638 shares; 2025Q2: 24,838 shares; 2025Q3: 35,360 shares; 2025Q4: 35,425 shares; 2026Q1: 33,926 shares 33,926 $4.93M 0.07% -1,499 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: 90,349 shares; 2024Q4: 89,778 shares; 2025Q1: 88,383 shares; 2025Q2: 86,910 shares; 2025Q3: 84,595 shares; 2025Q4: 82,288 shares; 2026Q1: 84,306 shares 84,306 $4.75M 0.07% +2,018 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: 23,991 shares 23,991 $4.73M 0.07% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,054 shares; 2024Q4: 115,629 shares; 2025Q1: 115,963 shares; 2025Q2: 116,338 shares; 2025Q3: 116,608 shares; 2025Q4: 116,608 shares; 2026Q1: 115,183 shares 115,183 $4.64M 0.07% -1,425 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: 45,033 shares; 2024Q4: 44,445 shares; 2025Q1: 44,978 shares; 2025Q2: 40,478 shares; 2025Q3: 39,678 shares; 2025Q4: 39,545 shares; 2026Q1: 39,654 shares 39,654 $4.56M 0.07% +109 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: 23,534 shares; 2024Q4: 28,628 shares; 2025Q1: 26,712 shares; 2025Q2: 26,709 shares; 2025Q3: 36,657 shares; 2025Q4: 36,653 shares; 2026Q1: 34,435 shares 34,435 $4.55M 0.07% -2,218 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: 9,986 shares; 2024Q4: 9,820 shares; 2025Q1: 9,581 shares; 2025Q2: 8,526 shares; 2025Q3: 8,376 shares; 2025Q4: 8,274 shares; 2026Q1: 7,368 shares 7,368 $4.45M 0.06% -906 Timeline BILS 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: 57,263 shares; 2024Q4: 56,869 shares; 2025Q1: 56,469 shares; 2025Q2: 52,069 shares; 2025Q3: 47,837 shares; 2025Q4: 43,983 shares; 2026Q1: 44,132 shares 44,132 $4.39M 0.06% +149 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: 5,740 shares; 2024Q4: 11,474 shares; 2025Q1: 11,274 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares; 2025Q4: 11,240 shares; 2026Q1: 26,949 shares 26,949 $4.32M 0.06% +15,709 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,341 shares; 2024Q4: 61,829 shares; 2025Q1: 36,552 shares; 2025Q2: 27,877 shares; 2025Q3: 27,877 shares; 2025Q4: 28,692 shares; 2026Q1: 27,692 shares 27,692 $4.24M 0.06% -1,000 Timeline SPSB 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: 95,983 shares; 2024Q4: 142,601 shares; 2025Q1: 139,033 shares; 2025Q2: 138,644 shares; 2025Q3: 140,867 shares; 2025Q4: 140,415 shares; 2026Q1: 139,061 shares 139,061 $4.18M 0.06% -1,354 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,096 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 4,578 shares; 2026Q1: 31,178 shares 31,178 $4.14M 0.06% +26,600 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: 76,676 shares; 2024Q4: 76,676 shares; 2025Q1: 76,676 shares; 2025Q2: 76,676 shares; 2025Q3: 76,676 shares; 2025Q4: 76,676 shares; 2026Q1: 77,292 shares 77,292 $4.06M 0.06% +616 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: 22,961 shares; 2024Q4: 22,260 shares; 2025Q1: 21,518 shares; 2025Q2: 18,654 shares; 2025Q3: 18,033 shares; 2025Q4: 17,819 shares; 2026Q1: 16,734 shares 16,734 $4.06M 0.06% -1,085 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: 569,506 shares; 2024Q4: 568,000 shares; 2025Q1: 107,067 shares; 2025Q2: 77,736 shares; 2025Q3: 65,726 shares; 2025Q4: 56,221 shares; 2026Q1: 52,161 shares 52,161 $4.02M 0.06% -4,060 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: 13,057 shares; 2024Q4: 12,864 shares; 2025Q1: 12,834 shares; 2025Q2: 12,585 shares; 2025Q3: 12,507 shares; 2025Q4: 12,446 shares; 2026Q1: 12,192 shares 12,192 $4.01M 0.06% -254 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: 12,667 shares; 2024Q4: 12,667 shares; 2025Q1: 12,667 shares; 2025Q2: 12,542 shares; 2025Q3: 12,542 shares; 2025Q4: 12,324 shares; 2026Q1: 12,324 shares 12,324 $3.92M 0.06% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 9,272 shares; 2025Q1: 10,083 shares; 2025Q2: 9,303 shares; 2025Q3: 9,263 shares; 2025Q4: 9,263 shares; 2026Q1: 9,119 shares 9,119 $3.8M 0.05% -144 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: 55,125 shares; 2024Q4: 59,300 shares; 2025Q1: 55,455 shares; 2025Q2: 54,975 shares; 2025Q3: 54,725 shares; 2025Q4: 57,106 shares; 2026Q1: 54,668 shares 54,668 $3.69M 0.05% -2,438 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: 30,253 shares; 2024Q4: 30,891 shares; 2025Q1: 30,148 shares; 2025Q2: 28,776 shares; 2025Q3: 28,515 shares; 2025Q4: 28,493 shares; 2026Q1: 28,597 shares 28,597 $3.66M 0.05% +104 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: 8,897 shares; 2024Q4: 8,582 shares; 2025Q1: 6,706 shares; 2025Q2: 6,550 shares; 2025Q3: 6,515 shares; 2025Q4: 6,564 shares; 2026Q1: 7,836 shares 7,836 $3.61M 0.05% +1,272 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1,387 shares; 2025Q1: not reported; 2025Q2: 21,477 shares; 2025Q3: 66,641 shares; 2025Q4: 66,641 shares; 2026Q1: 66,641 shares 66,641 $3.2M 0.05% 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: 47,574 shares; 2024Q4: 46,122 shares; 2025Q1: 46,122 shares; 2025Q2: 46,128 shares; 2025Q3: 46,428 shares; 2025Q4: 46,294 shares; 2026Q1: 48,447 shares 48,447 $3.2M 0.05% +2,153 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: 10,315 shares; 2024Q4: 10,497 shares; 2025Q1: 11,039 shares; 2025Q2: 10,462 shares; 2025Q3: 10,612 shares; 2025Q4: 10,300 shares; 2026Q1: 9,000 shares 9,000 $3.08M 0.04% -1,300 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: 9,756 shares; 2024Q4: 8,227 shares; 2025Q1: 8,846 shares; 2025Q2: 8,846 shares; 2025Q3: 8,839 shares; 2025Q4: 8,839 shares; 2026Q1: 14,762 shares 14,762 $3.06M 0.04% +5,923 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,660 shares; 2025Q1: 4,585 shares; 2025Q2: 4,510 shares; 2025Q3: 4,516 shares; 2025Q4: 4,516 shares; 2026Q1: 10,097 shares 10,097 $3.01M 0.04% +5,581 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,474 shares; 2025Q1: 3,517 shares; 2025Q2: 3,473 shares; 2025Q3: 3,205 shares; 2025Q4: 2,918 shares; 2026Q1: 2,983 shares 2,983 $2.97M 0.04% +65 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: 63,081 shares; 2024Q4: 62,329 shares; 2025Q1: 58,698 shares; 2025Q2: 56,304 shares; 2025Q3: 55,648 shares; 2025Q4: 54,668 shares; 2026Q1: 56,254 shares 56,254 $2.97M 0.04% +1,586 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: 2,851 shares; 2024Q4: 3,057 shares; 2025Q1: 3,483 shares; 2025Q2: 3,347 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 4,053 shares 4,053 $2.77M 0.04% +653 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: 4,134 shares; 2024Q4: 4,132 shares; 2025Q1: 3,743 shares; 2025Q2: 3,393 shares; 2025Q3: 3,507 shares; 2025Q4: 3,225 shares; 2026Q1: 2,930 shares 2,930 $2.54M 0.04% -295 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: 8,553 shares; 2024Q4: 8,444 shares; 2025Q1: 9,171 shares; 2025Q2: 7,931 shares; 2025Q3: 8,277 shares; 2025Q4: 7,957 shares; 2026Q1: 7,748 shares 7,748 $2.53M 0.04% -209 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: 4,645 shares; 2024Q4: 4,151 shares; 2025Q1: 3,945 shares; 2025Q2: 3,645 shares; 2025Q3: 4,745 shares; 2025Q4: 5,120 shares; 2026Q1: 5,810 shares 5,810 $2.5M 0.04% +690 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: 11,641 shares; 2024Q4: 10,681 shares; 2025Q1: 9,757 shares; 2025Q2: 10,076 shares; 2025Q3: 20,150 shares; 2025Q4: 25,091 shares; 2026Q1: 25,675 shares 25,675 $2.48M 0.04% +584 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: 15,146 shares; 2024Q4: 15,070 shares; 2025Q1: 14,698 shares; 2025Q2: 8,451 shares; 2025Q3: 8,451 shares; 2025Q4: 8,451 shares; 2026Q1: 8,397 shares 8,397 $2.41M 0.03% -54 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: 21,371 shares; 2024Q4: 21,137 shares; 2025Q1: 20,887 shares; 2025Q2: 19,832 shares; 2025Q3: 19,832 shares; 2025Q4: 19,571 shares; 2026Q1: 19,545 shares 19,545 $2.34M 0.03% -26 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: 148,252 shares; 2024Q4: 104,348 shares; 2025Q1: 70,607 shares; 2025Q2: 51,838 shares; 2025Q3: 49,293 shares; 2025Q4: 50,155 shares; 2026Q1: 51,814 shares 51,814 $2.29M 0.03% +1,659 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: 7,966 shares; 2024Q4: 8,071 shares; 2025Q1: 8,063 shares; 2025Q2: 7,983 shares; 2025Q3: 7,986 shares; 2025Q4: 8,997 shares; 2026Q1: 9,095 shares 9,095 $2.26M 0.03% +98 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 7,812 shares; 2025Q1: 7,635 shares; 2025Q2: 7,561 shares; 2025Q3: 7,655 shares; 2025Q4: 7,555 shares; 2026Q1: 7,380 shares 7,380 $2.22M 0.03% -175 Timeline USHY 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: 1,067 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: not reported; 2026Q1: 58,711 shares 58,711 $2.16M 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,702 shares; 2024Q4: 22,394 shares; 2025Q1: 21,624 shares; 2025Q2: 20,695 shares; 2025Q3: 20,093 shares; 2025Q4: 19,717 shares; 2026Q1: 22,232 shares 22,232 $2.14M 0.03% +2,515 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 10,827 shares; 2025Q1: 10,827 shares; 2025Q2: 10,827 shares; 2025Q3: 10,827 shares; 2025Q4: 10,827 shares; 2026Q1: 10,702 shares 10,702 $2.1M 0.03% -125 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: 11,251 shares; 2024Q4: 11,251 shares; 2025Q1: 11,251 shares; 2025Q2: 11,251 shares; 2025Q3: 11,251 shares; 2025Q4: 11,251 shares; 2026Q1: 10,571 shares 10,571 $2.07M 0.03% -680 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: 4,624 shares; 2024Q4: 5,214 shares; 2025Q1: 5,036 shares; 2025Q2: 5,392 shares; 2025Q3: 5,252 shares; 2025Q4: 5,433 shares; 2026Q1: 5,460 shares 5,460 $2.03M 0.03% +27 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,020 shares; 2024Q4: 17,545 shares; 2025Q1: 18,170 shares; 2025Q2: 18,170 shares; 2025Q3: 17,995 shares; 2025Q4: 17,775 shares; 2026Q1: 17,855 shares 17,855 $2.02M 0.03% +80 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: 8,074 shares; 2024Q4: 7,577 shares; 2025Q1: 7,577 shares; 2025Q2: 12,200 shares; 2025Q3: 12,562 shares; 2025Q4: 11,136 shares; 2026Q1: 10,882 shares 10,882 $1.99M 0.03% -254 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: 3,163 shares; 2024Q4: 4,062 shares; 2025Q1: 4,112 shares; 2025Q2: 3,262 shares; 2025Q3: 13,262 shares; 2025Q4: 13,060 shares; 2026Q1: 12,837 shares 12,837 $1.96M 0.03% -223 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 7,550 shares; 2026Q1: 20,010 shares 20,010 $1.93M 0.03% +12,460 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 3,024 shares; 2025Q1: 3,032 shares; 2025Q2: 3,107 shares; 2025Q3: 3,478 shares; 2025Q4: 3,123 shares; 2026Q1: 3,160 shares 3,160 $1.82M 0.03% +37 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 23,163 shares; 2025Q1: 23,840 shares; 2025Q2: 24,467 shares; 2025Q3: 25,065 shares; 2025Q4: 25,285 shares; 2026Q1: 23,896 shares 23,896 $1.79M 0.03% -1,389 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,215 shares; 2024Q4: 22,215 shares; 2025Q1: 22,215 shares; 2025Q2: 22,215 shares; 2025Q3: 22,215 shares; 2025Q4: 22,215 shares; 2026Q1: 22,215 shares 22,215 $1.76M 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,390 shares; 2024Q4: 22,271 shares; 2025Q1: 20,929 shares; 2025Q2: 21,532 shares; 2025Q3: 21,269 shares; 2025Q4: 21,155 shares; 2026Q1: 24,440 shares 24,440 $1.76M 0.03% +3,285 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: 12,123 shares; 2024Q4: 16,502 shares; 2025Q1: 11,732 shares; 2025Q2: 14,945 shares; 2025Q3: 13,818 shares; 2025Q4: 15,402 shares; 2026Q1: 19,301 shares 19,301 $1.75M 0.03% +3,899 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: 2,208 shares; 2024Q4: 2,113 shares; 2025Q1: 2,377 shares; 2025Q2: 1,996 shares; 2025Q3: 2,116 shares; 2025Q4: 2,787 shares; 2026Q1: 2,861 shares 2,861 $1.71M 0.02% +74 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,525 shares; 2024Q4: 31,730 shares; 2025Q1: 27,233 shares; 2025Q2: 27,382 shares; 2025Q3: 26,566 shares; 2025Q4: 26,735 shares; 2026Q1: 18,078 shares 18,078 $1.69M 0.02% -8,657 Timeline SPHQ 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: 24,499 shares; 2024Q4: 21,778 shares; 2025Q1: 18,717 shares; 2025Q2: 17,867 shares; 2025Q3: 17,145 shares; 2025Q4: 21,737 shares; 2026Q1: 22,119 shares 22,119 $1.66M 0.02% +382 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,615 shares; 2025Q1: 31,103 shares; 2025Q2: 31,103 shares; 2025Q3: 31,603 shares; 2025Q4: 32,803 shares; 2026Q1: 32,309 shares 32,309 $1.63M 0.02% -494 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: 21,075 shares; 2024Q4: 19,141 shares; 2025Q1: 19,271 shares; 2025Q2: 17,774 shares; 2025Q3: 17,236 shares; 2025Q4: 17,342 shares; 2026Q1: 17,244 shares 17,244 $1.62M 0.02% -98 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,344 shares; 2025Q3: 6,344 shares; 2025Q4: 6,344 shares; 2026Q1: 6,344 shares 6,344 $1.62M 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 6,764 shares; 2025Q1: 7,666 shares; 2025Q2: 35,514 shares; 2025Q3: 91,180 shares; 2025Q4: 34,145 shares; 2026Q1: 33,330 shares 33,330 $1.61M 0.02% -815 Timeline NUSC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 35,392 shares 35,392 $1.59M 0.02% +30,039 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,698 shares; 2024Q4: 54,698 shares; 2025Q1: 54,698 shares; 2025Q2: 54,698 shares; 2025Q3: 54,698 shares; 2025Q4: 54,698 shares; 2026Q1: 54,698 shares 54,698 $1.58M 0.02% 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: 7,310 shares; 2024Q4: 7,257 shares; 2025Q1: 8,040 shares; 2025Q2: 8,489 shares; 2025Q3: 8,702 shares; 2025Q4: 8,090 shares; 2026Q1: 9,503 shares 9,503 $1.56M 0.02% +1,413 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,183 shares; 2024Q4: 16,989 shares; 2025Q1: 16,586 shares; 2025Q2: 16,551 shares; 2025Q3: 16,551 shares; 2025Q4: 16,573 shares; 2026Q1: 16,573 shares 16,573 $1.55M 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,000 shares; 2025Q1: 9,630 shares; 2025Q2: 9,464 shares; 2025Q3: 15,014 shares; 2025Q4: 9,789 shares; 2026Q1: 10,371 shares 10,371 $1.54M 0.02% +582 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: 2,570 shares; 2024Q4: 2,533 shares; 2025Q1: 2,696 shares; 2025Q2: 2,729 shares; 2025Q3: 2,717 shares; 2025Q4: 2,717 shares; 2026Q1: 3,394 shares 3,394 $1.51M 0.02% +677 Timeline CLOA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,066 shares 29,066 $1.51M 0.02% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,449 shares; 2024Q4: 10,413 shares; 2025Q1: 11,398 shares; 2025Q2: 11,576 shares; 2025Q3: 11,997 shares; 2025Q4: 11,807 shares; 2026Q1: 12,784 shares 12,784 $1.48M 0.02% +977 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 26,000 shares; 2025Q2: 23,200 shares; 2025Q3: 19,455 shares; 2025Q4: 19,455 shares; 2026Q1: 18,467 shares 18,467 $1.47M 0.02% -988 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,522 shares; 2024Q4: 33,522 shares; 2025Q1: 33,892 shares; 2025Q2: 33,892 shares; 2025Q3: 33,892 shares; 2025Q4: 33,892 shares; 2026Q1: 43,152 shares 43,152 $1.46M 0.02% +9,260 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: 5,671 shares; 2024Q4: 5,747 shares; 2025Q1: 5,567 shares; 2025Q2: 5,567 shares; 2025Q3: 5,337 shares; 2025Q4: 5,168 shares; 2026Q1: 5,456 shares 5,456 $1.45M 0.02% +288 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,458 shares; 2025Q1: 3,458 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,326 shares; 2026Q1: 3,326 shares 3,326 $1.45M 0.02% 0 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: 6,001 shares; 2024Q4: 6,626 shares; 2025Q1: 6,715 shares; 2025Q2: 6,936 shares; 2025Q3: 6,988 shares; 2025Q4: 6,988 shares; 2026Q1: 6,288 shares 6,288 $1.44M 0.02% -700 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: 5,915 shares; 2024Q4: 5,915 shares; 2025Q1: 7,815 shares; 2025Q2: 8,464 shares; 2025Q3: 7,920 shares; 2025Q4: 9,430 shares; 2026Q1: 9,462 shares 9,462 $1.43M 0.02% +32 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: 3,087 shares; 2024Q4: 2,924 shares; 2025Q1: 2,525 shares; 2025Q2: 2,556 shares; 2025Q3: 2,888 shares; 2025Q4: 6,118 shares; 2026Q1: 7,144 shares 7,144 $1.42M 0.02% +1,026 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,473 shares; 2024Q4: 38,477 shares; 2025Q1: 40,622 shares; 2025Q2: 36,622 shares; 2025Q3: 37,118 shares; 2025Q4: 37,118 shares; 2026Q1: 37,354 shares 37,354 $1.41M 0.02% +236 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: 14,700 shares; 2024Q4: 13,345 shares; 2025Q1: 14,522 shares; 2025Q2: 14,887 shares; 2025Q3: 14,725 shares; 2025Q4: 16,614 shares; 2026Q1: 16,255 shares 16,255 $1.41M 0.02% -359 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: 129 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 271 shares; 2025Q4: 252 shares; 2026Q1: 5,003 shares 5,003 $1.4M 0.02% +4,751 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: 19,765 shares; 2024Q4: 22,231 shares; 2025Q1: 23,813 shares; 2025Q2: 24,878 shares; 2025Q3: 26,537 shares; 2025Q4: 25,328 shares; 2026Q1: 27,674 shares 27,674 $1.39M 0.02% +2,346 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: 3,297 shares; 2024Q4: 2,303 shares; 2025Q1: 2,566 shares; 2025Q2: 2,681 shares; 2025Q3: 2,636 shares; 2025Q4: 2,696 shares; 2026Q1: 2,802 shares 2,802 $1.39M 0.02% +106 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: 7,185 shares; 2024Q4: 7,159 shares; 2025Q1: 8,052 shares; 2025Q2: 9,507 shares; 2025Q3: 10,346 shares; 2025Q4: 10,349 shares; 2026Q1: 10,352 shares 10,352 $1.36M 0.02% +3 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: 4,786 shares; 2024Q4: 4,711 shares; 2025Q1: 4,636 shares; 2025Q2: 4,636 shares; 2025Q3: 4,774 shares; 2025Q4: 4,696 shares; 2026Q1: 4,701 shares 4,701 $1.35M 0.02% +5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,139 shares; 2024Q4: 2,371 shares; 2025Q1: 2,221 shares; 2025Q2: 2,121 shares; 2025Q3: 2,071 shares; 2025Q4: 1,758 shares; 2026Q1: 3,758 shares 3,758 $1.35M 0.02% +2,000 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,292 shares; 2024Q4: 9,361 shares; 2025Q1: 8,285 shares; 2025Q2: 7,118 shares; 2025Q3: 7,368 shares; 2025Q4: 7,068 shares; 2026Q1: 6,799 shares 6,799 $1.34M 0.02% -269 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: 1,258 shares; 2025Q1: 1,355 shares; 2025Q2: 1,435 shares; 2025Q3: 1,444 shares; 2025Q4: 1,432 shares; 2026Q1: 1,377 shares 1,377 $1.32M 0.02% -55 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: 1,359 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,196 shares; 2025Q3: 11,196 shares; 2025Q4: 11,196 shares; 2026Q1: 11,646 shares 11,646 $1.32M 0.02% +450 Timeline VIOO 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: 18,867 shares; 2024Q4: 18,867 shares; 2025Q1: 12,267 shares; 2025Q2: 11,199 shares; 2025Q3: 11,199 shares; 2025Q4: 11,199 shares; 2026Q1: 11,199 shares 11,199 $1.29M 0.02% 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: 12,261 shares; 2024Q4: 12,261 shares; 2025Q1: 12,526 shares; 2025Q2: 12,526 shares; 2025Q3: 12,526 shares; 2025Q4: 12,526 shares; 2026Q1: 12,526 shares 12,526 $1.28M 0.02% 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: 16,219 shares; 2024Q4: 16,216 shares; 2025Q1: 16,384 shares; 2025Q2: 12,968 shares; 2025Q3: 12,106 shares; 2025Q4: 11,928 shares; 2026Q1: 11,928 shares 11,928 $1.27M 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 4,608 shares; 2025Q1: 4,855 shares; 2025Q2: 5,232 shares; 2025Q3: 4,644 shares; 2025Q4: 3,885 shares; 2026Q1: 3,874 shares 3,874 $1.23M 0.02% -11 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: 133,139 shares; 2024Q4: 125,711 shares; 2025Q1: 113,393 shares; 2025Q2: 7,492 shares; 2025Q3: 7,254 shares; 2025Q4: 6,629 shares; 2026Q1: 6,226 shares 6,226 $1.23M 0.02% -403 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,543 shares; 2024Q4: 16,543 shares; 2025Q1: 17,390 shares; 2025Q2: 18,033 shares; 2025Q3: 18,033 shares; 2025Q4: 18,104 shares; 2026Q1: 18,104 shares 18,104 $1.2M 0.02% 0 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: 53,186 shares; 2024Q4: 52,353 shares; 2025Q1: 48,746 shares; 2025Q2: 8,504 shares; 2025Q3: 5,851 shares; 2025Q4: 4,589 shares; 2026Q1: 4,386 shares 4,386 $1.19M 0.02% -203 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,841 shares; 2025Q1: 9,341 shares; 2025Q2: 9,112 shares; 2025Q3: 19,112 shares; 2025Q4: 19,172 shares; 2026Q1: 19,112 shares 19,112 $1.18M 0.02% -60 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,278 shares; 2024Q4: 13,816 shares; 2025Q1: 12,028 shares; 2025Q2: 11,853 shares; 2025Q3: 12,745 shares; 2025Q4: 12,599 shares; 2026Q1: 12,599 shares 12,599 $1.18M 0.02% 0 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 15,355 shares; 2025Q1: 15,355 shares; 2025Q2: 15,355 shares; 2025Q3: 15,355 shares; 2025Q4: 25,455 shares; 2026Q1: 24,255 shares 24,255 $1.15M 0.02% -1,200 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: 3,392 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,392 shares; 2025Q3: 13,774 shares; 2025Q4: 13,786 shares; 2026Q1: 11,980 shares 11,980 $1.11M 0.02% -1,806 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: 42,022 shares; 2024Q4: 35,841 shares; 2025Q1: 29,848 shares; 2025Q2: 25,336 shares; 2025Q3: 30,254 shares; 2025Q4: 27,201 shares; 2026Q1: 14,801 shares 14,801 $1.1M 0.02% -12,400 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: 3,321 shares; 2024Q4: 3,372 shares; 2025Q1: 3,311 shares; 2025Q2: 3,459 shares; 2025Q3: 3,511 shares; 2025Q4: 3,511 shares; 2026Q1: 5,179 shares 5,179 $1.08M 0.02% +1,668 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 40,000 shares; 2026Q1: 34,592 shares 34,592 $1.07M 0.02% -5,408 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: 9,467 shares; 2024Q4: 9,349 shares; 2025Q1: 9,203 shares; 2025Q2: 8,821 shares; 2025Q3: 8,821 shares; 2025Q4: 9,079 shares; 2026Q1: 8,821 shares 8,821 $1.07M 0.02% -258 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,272 shares; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares; 2026Q1: 2,972 shares 2,972 $1.06M 0.02% +700 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,795 shares; 2026Q1: 38,811 shares 38,811 $1.06M 0.02% -5,984 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: 48,401 shares; 2024Q4: 46,321 shares; 2025Q1: 37,601 shares; 2025Q2: 37,322 shares; 2025Q3: 37,110 shares; 2025Q4: 35,792 shares; 2026Q1: 36,661 shares 36,661 $1.05M 0.02% +869 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: 7,348 shares; 2024Q4: 6,859 shares; 2025Q1: 7,918 shares; 2025Q2: 7,892 shares; 2025Q3: 8,723 shares; 2025Q4: 8,191 shares; 2026Q1: 7,991 shares 7,991 $1.05M 0.02% -200 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: 5,549 shares; 2024Q4: 5,531 shares; 2025Q1: 6,058 shares; 2025Q2: 6,057 shares; 2025Q3: 7,060 shares; 2025Q4: 7,060 shares; 2026Q1: 7,436 shares 7,436 $1.04M 0.01% +376 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,666 shares; 2024Q4: 33,748 shares; 2025Q1: 32,550 shares; 2025Q2: 23,324 shares; 2025Q3: 15,863 shares; 2025Q4: 14,054 shares; 2026Q1: 14,402 shares 14,402 $1.03M 0.01% +348 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: 19,010 shares; 2024Q4: 19,160 shares; 2025Q1: 18,180 shares; 2025Q2: 14,670 shares; 2025Q3: 14,757 shares; 2025Q4: 14,757 shares; 2026Q1: 14,307 shares 14,307 $1.02M 0.01% -450 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,233 shares; 2024Q4: 13,282 shares; 2025Q1: 13,232 shares; 2025Q2: 13,232 shares; 2025Q3: 13,232 shares; 2025Q4: 13,232 shares; 2026Q1: 13,232 shares 13,232 $1.01M 0.01% 0 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: 19,943 shares; 2024Q4: 20,825 shares; 2025Q1: 23,568 shares; 2025Q2: 28,202 shares; 2025Q3: 43,087 shares; 2025Q4: 41,265 shares; 2026Q1: 34,024 shares 34,024 $986K 0.01% -7,241 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: 8,751 shares; 2024Q4: 8,223 shares; 2025Q1: 8,581 shares; 2025Q2: 8,773 shares; 2025Q3: 9,896 shares; 2025Q4: 8,675 shares; 2026Q1: 8,310 shares 8,310 $986K 0.01% -365 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,071 shares; 2024Q4: 53,646 shares; 2025Q1: 32,085 shares; 2025Q2: 19,518 shares; 2025Q3: 18,585 shares; 2025Q4: 18,222 shares; 2026Q1: 18,042 shares 18,042 $983K 0.01% -180 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: 44,076 shares; 2024Q4: 43,889 shares; 2025Q1: 43,677 shares; 2025Q2: 87,811 shares; 2025Q3: 79,874 shares; 2025Q4: 17,603 shares; 2026Q1: 17,303 shares 17,303 $966K 0.01% -300 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: 9,185 shares; 2024Q4: 8,838 shares; 2025Q1: 9,678 shares; 2025Q2: 9,907 shares; 2025Q3: 11,977 shares; 2025Q4: 10,709 shares; 2026Q1: 9,929 shares 9,929 $958K 0.01% -780 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,326 shares; 2026Q1: 16,695 shares 16,695 $951K 0.01% +369 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,931 shares; 2024Q4: 7,243 shares; 2025Q1: 7,471 shares; 2025Q2: 6,742 shares; 2025Q3: 5,226 shares; 2025Q4: 5,217 shares; 2026Q1: 10,545 shares 10,545 $945K 0.01% +5,328 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: 3,752 shares; 2024Q4: 3,767 shares; 2025Q1: 3,767 shares; 2025Q2: 3,750 shares; 2025Q3: 3,785 shares; 2025Q4: 3,593 shares; 2026Q1: 3,528 shares 3,528 $941K 0.01% -65 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: 7,075 shares; 2024Q4: 6,735 shares; 2025Q1: 5,821 shares; 2025Q2: 2,198 shares; 2025Q3: 2,133 shares; 2025Q4: 2,103 shares; 2026Q1: 2,052 shares 2,052 $916K 0.01% -51 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,924 shares; 2025Q1: 2,924 shares; 2025Q2: 2,924 shares; 2025Q3: 2,924 shares; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares 2,899 $911K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,038 shares; 2025Q1: 3,007 shares; 2025Q2: 3,011 shares; 2025Q3: 2,995 shares; 2025Q4: 2,948 shares; 2026Q1: 2,771 shares 2,771 $906K 0.01% -177 Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 26,600 shares; 2025Q4: 37,500 shares; 2026Q1: 37,500 shares 37,500 $887K 0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,000 shares; 2024Q4: 49,000 shares; 2025Q1: 49,000 shares; 2025Q2: 48,000 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares; 2026Q1: 47,000 shares 47,000 $884K 0.01% 0 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: 7,457 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,450 shares; 2025Q4: 7,417 shares; 2026Q1: 7,417 shares 7,417 $872K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 12,604 shares; 2025Q1: 12,776 shares; 2025Q2: 11,581 shares; 2025Q3: 21,506 shares; 2025Q4: 20,768 shares; 2026Q1: 16,714 shares 16,714 $859K 0.01% -4,054 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,746 shares; 2025Q1: 3,939 shares; 2025Q2: 3,995 shares; 2025Q3: 3,749 shares; 2025Q4: 3,962 shares; 2026Q1: 3,434 shares 3,434 $848K 0.01% -528 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: 25,647 shares; 2024Q4: 26,192 shares; 2025Q1: 24,062 shares; 2025Q2: 23,048 shares; 2025Q3: 22,778 shares; 2025Q4: 22,353 shares; 2026Q1: 22,303 shares 22,303 $830K 0.01% -50 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: 4,286 shares; 2024Q4: 4,376 shares; 2025Q1: 4,022 shares; 2025Q2: 3,919 shares; 2025Q3: 3,921 shares; 2025Q4: 3,928 shares; 2026Q1: 6,322 shares 6,322 $828K 0.01% +2,394 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: 3,690 shares; 2024Q4: 3,687 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 4,063 shares; 2025Q4: 3,963 shares; 2026Q1: 3,963 shares 3,963 $824K 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: 4,814 shares; 2024Q4: 4,619 shares; 2025Q1: 6,006 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 3,932 shares; 2026Q1: 4,044 shares 4,044 $823K 0.01% +112 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: 6,875 shares; 2024Q4: 6,476 shares; 2025Q1: 6,352 shares; 2025Q2: 5,917 shares; 2025Q3: 5,618 shares; 2025Q4: 5,995 shares; 2026Q1: 6,371 shares 6,371 $821K 0.01% +376 Timeline NYF 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: 15,445 shares; 2026Q1: 15,445 shares 15,445 $820K 0.01% 0 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: 4,937 shares; 2024Q4: 4,935 shares; 2025Q1: 4,893 shares; 2025Q2: 4,946 shares; 2025Q3: 4,950 shares; 2025Q4: 4,726 shares; 2026Q1: 4,726 shares 4,726 $820K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 4,300 shares; 2025Q1: 6,322 shares; 2025Q2: 6,771 shares; 2025Q3: 7,257 shares; 2025Q4: 7,290 shares; 2026Q1: 7,290 shares 7,290 $819K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,922 shares; 2024Q4: 10,922 shares; 2025Q1: 11,147 shares; 2025Q2: 11,011 shares; 2025Q3: 11,987 shares; 2025Q4: 11,389 shares; 2026Q1: 11,032 shares 11,032 $806K 0.01% -357 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: 2,592 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,261 shares; 2026Q1: 2,256 shares 2,256 $798K 0.01% -5 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 6,887 shares; 2025Q1: 7,092 shares; 2025Q2: 7,062 shares; 2025Q3: 6,612 shares; 2025Q4: 6,612 shares; 2026Q1: 6,612 shares 6,612 $791K 0.01% 0 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: 14,860 shares; 2024Q4: 14,855 shares; 2025Q1: 16,499 shares; 2025Q2: 16,876 shares; 2025Q3: 17,693 shares; 2025Q4: 17,123 shares; 2026Q1: 17,052 shares 17,052 $784K 0.01% -71 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 3,322 shares 3,322 $766K 0.01% +1,933 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,394 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $757K 0.01% 0 Timeline NUEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,978 shares; 2026Q1: 20,204 shares 20,204 $742K 0.01% +13,226 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 31,990 shares; 2025Q1: 28,449 shares; 2025Q2: 11,505 shares; 2025Q3: 10,855 shares; 2025Q4: 10,855 shares; 2026Q1: 10,425 shares 10,425 $742K 0.01% -430 Timeline PHO 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: 11,571 shares; 2024Q4: 11,571 shares; 2025Q1: 11,571 shares; 2025Q2: 11,571 shares; 2025Q3: 12,237 shares; 2025Q4: 11,571 shares; 2026Q1: 10,905 shares 10,905 $729K 0.01% -666 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,030 shares; 2025Q4: 4,030 shares; 2026Q1: 4,030 shares 4,030 $724K 0.01% 0 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: 574 shares; 2024Q4: 1,566 shares; 2025Q1: 1,958 shares; 2025Q2: 2,692 shares; 2025Q3: 2,391 shares; 2025Q4: 2,517 shares; 2026Q1: 2,066 shares 2,066 $698K 0.01% -451 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: not reported; 2025Q3: 22,041 shares; 2025Q4: 30,628 shares; 2026Q1: 30,202 shares 30,202 $693K 0.01% -426 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,688 shares; 2024Q4: 325,376 shares; 2025Q1: 325,376 shares; 2025Q2: 325,376 shares; 2025Q3: 325,376 shares; 2025Q4: 325,376 shares; 2026Q1: 325,376 shares 325,376 $690K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,198 shares; 2025Q1: 3,127 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,087 shares; 2026Q1: 3,087 shares 3,087 $676K 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: 16,114 shares; 2024Q4: 16,014 shares; 2025Q1: 17,096 shares; 2025Q2: 15,793 shares; 2025Q3: 15,817 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $658K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,186 shares; 2025Q2: 2,186 shares; 2025Q3: 2,199 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares 2,199 $657K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 2,163 shares 2,163 $654K 0.01% +1,355 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 589 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 8,950 shares; 2026Q1: 11,515 shares 11,515 $653K 0.01% +2,565 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: 5,024 shares; 2024Q4: 5,554 shares; 2025Q1: 6,592 shares; 2025Q2: 6,926 shares; 2025Q3: 7,226 shares; 2025Q4: 7,477 shares; 2026Q1: 7,026 shares 7,026 $647K 0.01% -451 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: 56,369 shares; 2024Q4: 59,060 shares; 2025Q1: 6,597 shares; 2025Q2: 4,159 shares; 2025Q3: 3,490 shares; 2025Q4: 2,954 shares; 2026Q1: 2,657 shares 2,657 $646K 0.01% -297 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,566 shares; 2025Q1: 2,050 shares; 2025Q2: 2,123 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,000 shares 2,000 $628K 0.01% -50 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: 7,337 shares; 2024Q4: 7,154 shares; 2025Q1: 9,117 shares; 2025Q2: 10,344 shares; 2025Q3: 11,815 shares; 2025Q4: 12,222 shares; 2026Q1: 11,186 shares 11,186 $606K 0.01% -1,036 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,900 shares 28,900 $605K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,442 shares; 2024Q4: 13,442 shares; 2025Q1: 13,442 shares; 2025Q2: 16,637 shares; 2025Q3: 21,768 shares; 2025Q4: 26,863 shares; 2026Q1: 30,979 shares 30,979 $598K 0.01% +4,116 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: 5,932 shares; 2024Q4: 5,930 shares; 2025Q1: 5,930 shares; 2025Q2: 5,806 shares; 2025Q3: 5,806 shares; 2025Q4: 5,806 shares; 2026Q1: 7,857 shares 7,857 $591K 0.01% +2,051 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,340 shares; 2025Q1: 2,340 shares; 2025Q2: 2,340 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares 2,214 $591K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 901 shares; 2025Q1: 1,050 shares; 2025Q2: 1,040 shares; 2025Q3: 2,162 shares; 2025Q4: 2,708 shares; 2026Q1: 1,983 shares 1,983 $586K 0.01% -725 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: 1,411 shares; 2024Q4: 1,457 shares; 2025Q1: 1,293 shares; 2025Q2: 868 shares; 2025Q3: 843 shares; 2025Q4: 943 shares; 2026Q1: 793 shares 793 $585K 0.01% -150 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: 4,803 shares; 2024Q4: 4,563 shares; 2025Q1: 4,188 shares; 2025Q2: 4,063 shares; 2025Q3: 4,426 shares; 2025Q4: 5,162 shares; 2026Q1: 4,287 shares 4,287 $583K 0.01% -875 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: 200 shares; 2025Q1: 1,650 shares; 2025Q2: 2,150 shares; 2025Q3: 2,950 shares; 2025Q4: 2,445 shares; 2026Q1: 2,323 shares 2,323 $582K 0.01% -122 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares 2,004 $582K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,717 shares; 2025Q1: 9,006 shares; 2025Q2: 8,276 shares; 2025Q3: 7,274 shares; 2025Q4: 5,790 shares; 2026Q1: 4,913 shares 4,913 $581K 0.01% -877 Timeline IWV 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: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares 1,550 $575K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 4,916 shares; 2025Q3: 8,116 shares; 2025Q4: 7,522 shares; 2026Q1: 8,422 shares 8,422 $574K 0.01% +900 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: 743 shares; 2024Q4: 1,647 shares; 2025Q1: 1,477 shares; 2025Q2: 1,413 shares; 2025Q3: 1,590 shares; 2025Q4: 1,581 shares; 2026Q1: 1,587 shares 1,587 $565K 0.01% +6 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: 1,215 shares; 2024Q4: 1,304 shares; 2025Q1: 1,347 shares; 2025Q2: 1,364 shares; 2025Q3: 1,664 shares; 2025Q4: 4,538 shares; 2026Q1: 7,855 shares 7,855 $565K 0.01% +3,317 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,274 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares; 2025Q4: 4,577 shares; 2026Q1: 4,495 shares 4,495 $552K 0.01% -82 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: 5,936 shares; 2024Q4: 5,951 shares; 2025Q1: 5,951 shares; 2025Q2: 5,687 shares; 2025Q3: 5,687 shares; 2025Q4: 5,336 shares; 2026Q1: 5,336 shares 5,336 $548K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 430 shares 430 $542K 0.01% -94 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: 8,052 shares; 2024Q4: 8,206 shares; 2025Q1: 8,712 shares; 2025Q2: 8,206 shares; 2025Q3: 5,594 shares; 2025Q4: 5,341 shares; 2026Q1: 6,465 shares 6,465 $541K 0.01% +1,124 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,856 shares; 2024Q4: 8,854 shares; 2025Q1: 9,504 shares; 2025Q2: 7,940 shares; 2025Q3: 7,948 shares; 2025Q4: 6,926 shares; 2026Q1: 6,726 shares 6,726 $539K 0.01% -200 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: 589 shares; 2024Q4: 597 shares; 2025Q1: 2,557 shares; 2025Q2: 3,531 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044 $535K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 6,921 shares; 2025Q1: 7,121 shares; 2025Q2: 6,721 shares; 2025Q3: 6,721 shares; 2025Q4: 6,621 shares; 2026Q1: 6,621 shares 6,621 $530K 0.01% 0 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: 3,174 shares; 2024Q4: 2,182 shares; 2025Q1: 7,078 shares; 2025Q2: 9,811 shares; 2025Q3: 8,253 shares; 2025Q4: 8,053 shares; 2026Q1: 10,182 shares 10,182 $530K 0.01% +2,129 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: 5,250 shares; 2024Q4: 7,769 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,511 shares 5,511 $511K 0.01% +261 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 5,660 shares 5,660 $510K 0.01% +5,600 Timeline DSI 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: 4,921 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,211 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $509K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,533 shares; 2024Q4: 327,261 shares; 2025Q1: 271,762 shares; 2025Q2: 43,351 shares; 2025Q3: 40,727 shares; 2025Q4: 33,146 shares; 2026Q1: 26,368 shares 26,368 $507K 0.01% -6,778 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: 3,048 shares; 2024Q4: 3,048 shares; 2025Q1: 2,958 shares; 2025Q2: 2,958 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares 2,958 $500K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,707 shares; 2025Q1: 7,406 shares; 2025Q2: 7,716 shares; 2025Q3: 7,390 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares 6,707 $488K 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: 3,513 shares; 2024Q4: 3,558 shares; 2025Q1: 6,048 shares; 2025Q2: 6,121 shares; 2025Q3: 5,349 shares; 2025Q4: 5,329 shares; 2026Q1: 4,893 shares 4,893 $481K 0.01% -436 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: 2,598 shares; 2024Q4: 1,950 shares; 2025Q1: 2,796 shares; 2025Q2: 3,072 shares; 2025Q3: 2,552 shares; 2025Q4: 2,498 shares; 2026Q1: 2,306 shares 2,306 $480K 0.01% -192 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 643 shares; 2025Q4: 636 shares; 2026Q1: 696 shares 696 $474K 0.01% +60 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,341 shares; 2026Q1: 2,762 shares 2,762 $467K 0.01% -579 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: 8,828 shares; 2024Q4: 8,483 shares; 2025Q1: 8,255 shares; 2025Q2: 8,505 shares; 2025Q3: 8,130 shares; 2025Q4: 8,429 shares; 2026Q1: 8,208 shares 8,208 $466K 0.01% -221 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,905 shares; 2025Q1: 5,247 shares; 2025Q2: 4,709 shares; 2025Q3: 4,447 shares; 2025Q4: 6,447 shares; 2026Q1: 4,789 shares 4,789 $465K 0.01% -1,658 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,678 shares 11,678 $464K 0.01% new 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: 11,420 shares; 2024Q4: 11,420 shares; 2025Q1: 11,417 shares; 2025Q2: 10,932 shares; 2025Q3: 11,692 shares; 2025Q4: 9,339 shares; 2026Q1: 9,339 shares 9,339 $461K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 4,312 shares; 2026Q1: 4,312 shares 4,312 $458K 0.01% 0 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: 6,783 shares; 2024Q4: 6,777 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,694 shares; 2025Q4: 6,892 shares; 2026Q1: 7,270 shares 7,270 $456K 0.01% +378 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: 1,527 shares; 2024Q4: 1,707 shares; 2025Q1: 1,781 shares; 2025Q2: 1,781 shares; 2025Q3: 1,809 shares; 2025Q4: 1,765 shares; 2026Q1: 1,697 shares 1,697 $444K 0.01% -68 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $443K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 819 shares; 2025Q1: 1,069 shares; 2025Q2: 3,136 shares; 2025Q3: 3,221 shares; 2025Q4: 3,121 shares; 2026Q1: 2,642 shares 2,642 $434K 0.01% -479 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,711 shares 3,711 $428K 0.01% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares 3,540 $423K 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: 1,066 shares; 2024Q4: 1,051 shares; 2025Q1: 1,017 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $422K 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: 6,673 shares; 2024Q4: 6,623 shares; 2025Q1: 6,835 shares; 2025Q2: 6,061 shares; 2025Q3: 5,661 shares; 2025Q4: 4,669 shares; 2026Q1: 4,669 shares 4,669 $422K 0.01% 0 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: 704 shares; 2024Q4: 683 shares; 2025Q1: 783 shares; 2025Q2: 683 shares; 2025Q3: 623 shares; 2025Q4: 3,408 shares; 2026Q1: 3,989 shares 3,989 $417K 0.01% +581 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,243 shares; 2024Q4: 18,243 shares; 2025Q1: 16,242 shares; 2025Q2: 15,514 shares; 2025Q3: 15,109 shares; 2025Q4: 14,809 shares; 2026Q1: 14,809 shares 14,809 $415K 0.01% 0 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: 7,194 shares; 2024Q4: 6,685 shares; 2025Q1: 5,685 shares; 2025Q2: 4,485 shares; 2025Q3: 5,685 shares; 2025Q4: 5,685 shares; 2026Q1: 5,685 shares 5,685 $411K 0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $410K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,068 shares; 2025Q1: 3,027 shares; 2025Q2: 3,027 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares; 2026Q1: 3,027 shares 3,027 $409K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,158 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 2,008 shares 2,008 $408K 0.01% +1,150 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,112 shares; 2025Q1: 2,112 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares; 2026Q1: 2,112 shares 2,112 $400K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 14,819 shares; 2025Q1: 12,985 shares; 2025Q2: 6,313 shares; 2025Q3: 6,041 shares; 2025Q4: 5,736 shares; 2026Q1: 5,336 shares 5,336 $393K 0.01% -400 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,595 shares; 2025Q1: 6,269 shares; 2025Q2: 7,013 shares; 2025Q3: 7,248 shares; 2025Q4: 7,248 shares; 2026Q1: 8,148 shares 8,148 $393K 0.01% +900 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: 824 shares; 2024Q4: 2,761 shares; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 939 shares; 2025Q4: 848 shares; 2026Q1: 894 shares 894 $390K 0.01% +46 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 5,217 shares; 2025Q1: 3,517 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 1,681 shares 1,681 $390K 0.01% -627 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,988 shares; 2025Q1: 2,564 shares; 2025Q2: 2,581 shares; 2025Q3: 2,644 shares; 2025Q4: 2,672 shares; 2026Q1: 2,672 shares 2,672 $388K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 12,154 shares; 2025Q4: 12,154 shares; 2026Q1: 10,904 shares 10,904 $386K 0.01% -1,250 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $384K 0.01% 0 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: 2,764 shares; 2024Q4: 2,783 shares; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares; 2025Q4: 2,964 shares; 2026Q1: 2,814 shares 2,814 $383K 0.01% -150 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 90 shares; 2025Q3: 380 shares; 2025Q4: 595 shares; 2026Q1: 695 shares 695 $379K 0.01% +100 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: 615 shares; 2024Q4: 611 shares; 2025Q1: 935 shares; 2025Q2: 1,116 shares; 2025Q3: 1,216 shares; 2025Q4: 1,253 shares; 2026Q1: 1,741 shares 1,741 $377K 0.01% +488 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: 2,687 shares; 2024Q4: 2,666 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,120 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $373K 0.01% 0 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: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 3,421 shares; 2025Q2: 4,269 shares; 2025Q3: 5,225 shares; 2025Q4: 5,225 shares; 2026Q1: 5,225 shares 5,225 $370K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 2,700 shares; 2025Q1: 4,300 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,000 shares; 2026Q1: 3,350 shares 3,350 $363K 0.01% -650 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: 4,952 shares; 2024Q4: 4,352 shares; 2025Q1: 3,932 shares; 2025Q2: 4,114 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares 3,714 $361K 0.01% 0 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: 3,297 shares; 2024Q4: 5,713 shares; 2025Q1: 3,118 shares; 2025Q2: 3,248 shares; 2025Q3: 3,830 shares; 2025Q4: 5,019 shares; 2026Q1: 5,175 shares 5,175 $361K 0.01% +156 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,141 shares; 2024Q4: 13,060 shares; 2025Q1: 12,766 shares; 2025Q2: 11,740 shares; 2025Q3: 9,146 shares; 2025Q4: 8,456 shares; 2026Q1: 7,814 shares 7,814 $358K 0.01% -642 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: 4,067 shares; 2024Q4: 10,204 shares; 2025Q1: 8,775 shares; 2025Q2: 8,800 shares; 2025Q3: 7,864 shares; 2025Q4: 6,901 shares; 2026Q1: 11,643 shares 11,643 $357K 0.01% +4,742 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 7,764 shares; 2025Q4: 7,764 shares; 2026Q1: 7,764 shares 7,764 $354K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,600 shares; 2025Q3: 17,600 shares; 2025Q4: 17,600 shares; 2026Q1: 14,350 shares 14,350 $350K 0.01% -3,250 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 1,363 shares; 2025Q1: 1,388 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,400 shares 1,400 $350K 0.01% +37 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,867 shares; 2024Q4: 19,867 shares; 2025Q1: 18,917 shares; 2025Q2: 17,357 shares; 2025Q3: 17,357 shares; 2025Q4: 16,511 shares; 2026Q1: 16,511 shares 16,511 $349K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 8,715 shares; 2025Q1: 7,866 shares; 2025Q2: 7,536 shares; 2025Q3: 7,593 shares; 2025Q4: 6,546 shares; 2026Q1: 6,309 shares 6,309 $349K 0.01% -237 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: 655 shares; 2024Q4: 655 shares; 2025Q1: 764 shares; 2025Q2: 685 shares; 2025Q3: 750 shares; 2025Q4: 882 shares; 2026Q1: 888 shares 888 $347K 0.01% +6 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 7,849 shares; 2026Q1: 8,517 shares 8,517 $345K <0.01% +668 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $343K <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: 2,134 shares; 2024Q4: 2,869 shares; 2025Q1: 2,833 shares; 2025Q2: 2,833 shares; 2025Q3: 2,771 shares; 2025Q4: 2,612 shares; 2026Q1: 2,613 shares 2,613 $339K <0.01% +1 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,737 shares; 2025Q1: 2,707 shares; 2025Q2: 2,707 shares; 2025Q3: 2,678 shares; 2025Q4: 2,650 shares; 2026Q1: 2,142 shares 2,142 $339K <0.01% -508 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $339K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,658 shares; 2025Q1: 2,658 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $336K <0.01% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,400 shares 4,400 $331K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 2,108 shares; 2025Q4: 3,660 shares; 2026Q1: 3,660 shares 3,660 $331K <0.01% 0 Timeline SDY 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: 2,261 shares; 2024Q4: 2,261 shares; 2025Q1: 2,261 shares; 2025Q2: 2,261 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,261 shares 2,261 $330K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,366 shares; 2024Q4: 2,029 shares; 2025Q1: 2,029 shares; 2025Q2: 1,504 shares; 2025Q3: 1,503 shares; 2025Q4: 1,203 shares; 2026Q1: 1,683 shares 1,683 $329K <0.01% +480 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: 297 shares; 2024Q4: 280 shares; 2025Q1: 340 shares; 2025Q2: 335 shares; 2025Q3: 393 shares; 2025Q4: 389 shares; 2026Q1: 388 shares 388 $328K <0.01% -1 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,212 shares; 2024Q4: 10,210 shares; 2025Q1: 10,210 shares; 2025Q2: 10,210 shares; 2025Q3: 10,482 shares; 2025Q4: 8,353 shares; 2026Q1: 4,310 shares 4,310 $326K <0.01% -4,043 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,161 shares; 2025Q1: 3,097 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,262 shares; 2026Q1: 3,050 shares 3,050 $323K <0.01% -212 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 707 shares; 2025Q2: 859 shares; 2025Q3: 707 shares; 2025Q4: 768 shares; 2026Q1: 755 shares 755 $322K <0.01% -13 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,460 shares; 2026Q1: 3,232 shares 3,232 $321K <0.01% -228 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: 4,461 shares; 2024Q4: 4,289 shares; 2025Q1: 4,289 shares; 2025Q2: 4,289 shares; 2025Q3: 4,289 shares; 2025Q4: 3,545 shares; 2026Q1: 3,563 shares 3,563 $316K <0.01% +18 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,200 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,150 shares 1,150 $313K <0.01% -60 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,587 shares; 2024Q4: 6,587 shares; 2025Q1: 6,587 shares; 2025Q2: 6,587 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares; 2026Q1: 6,587 shares 6,587 $305K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $298K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 681 shares; 2025Q1: 928 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 851 shares; 2026Q1: 996 shares 996 $295K <0.01% +145 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 550 shares; 2025Q2: 766 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares 812 $295K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,473 shares; 2024Q4: 4,473 shares; 2025Q1: 4,473 shares; 2025Q2: 3,965 shares; 2025Q3: 3,457 shares; 2025Q4: 3,457 shares; 2026Q1: 3,457 shares 3,457 $293K <0.01% 0 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 961 shares; 2025Q2: 773 shares; 2025Q3: 1,108 shares; 2025Q4: 828 shares; 2026Q1: 1,994 shares 1,994 $292K <0.01% +1,166 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: 252 shares; 2024Q4: 1,293 shares; 2025Q1: 1,482 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,682 shares; 2026Q1: 1,382 shares 1,382 $290K <0.01% -300 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $290K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,400 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $286K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 8,950 shares 8,950 $284K <0.01% +7,800 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: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,569 shares; 2025Q3: 1,329 shares; 2025Q4: 1,366 shares; 2026Q1: 1,329 shares 1,329 $284K <0.01% -37 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: 3,477 shares; 2024Q4: 3,477 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,755 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares 3,505 $284K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,853 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,778 shares; 2026Q1: 1,818 shares 1,818 $283K <0.01% +40 Timeline SPTS 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: 10,190 shares; 2024Q4: 12,549 shares; 2025Q1: 13,311 shares; 2025Q2: 9,766 shares; 2025Q3: 14,355 shares; 2025Q4: 12,381 shares; 2026Q1: 9,609 shares 9,609 $280K <0.01% -2,772 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: 1,785 shares; 2024Q4: 2,041 shares; 2025Q1: 2,891 shares; 2025Q2: 3,369 shares; 2025Q3: 3,515 shares; 2025Q4: 3,515 shares; 2026Q1: 3,515 shares 3,515 $279K <0.01% 0 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: 2,655 shares; 2024Q4: 2,856 shares; 2025Q1: 2,991 shares; 2025Q2: 3,067 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,067 shares 3,067 $279K <0.01% -15 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 381 shares; 2025Q3: 285 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $273K <0.01% 0 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: 1,497 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 4,119 shares; 2025Q4: 3,797 shares; 2026Q1: 3,797 shares 3,797 $272K <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: 2,605 shares; 2024Q4: 2,513 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,400 shares 2,400 $272K <0.01% -70 Timeline MGK 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 703 shares; 2026Q1: 736 shares 736 $270K <0.01% +33 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920 $268K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 1,308 shares; 2025Q2: 3,990 shares; 2025Q3: 4,374 shares; 2025Q4: 4,374 shares; 2026Q1: 4,854 shares 4,854 $268K <0.01% +480 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: 1,140 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,024 shares; 2025Q3: 980 shares; 2025Q4: 1,000 shares; 2026Q1: 1,333 shares 1,333 $264K <0.01% +333 Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,603 shares; 2025Q1: 2,620 shares; 2025Q2: 2,636 shares; 2025Q3: 2,670 shares; 2025Q4: 2,693 shares; 2026Q1: 2,711 shares 2,711 $261K <0.01% +18 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares 3,985 $261K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,137 shares 2,137 $261K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $258K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 6,993 shares; 2025Q1: 4,280 shares; 2025Q2: 3,425 shares; 2025Q3: 3,492 shares; 2025Q4: 3,170 shares; 2026Q1: 2,907 shares 2,907 $257K <0.01% -263 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: 7,571 shares; 2025Q1: 7,571 shares; 2025Q2: 7,571 shares; 2025Q3: 7,571 shares; 2025Q4: 7,571 shares; 2026Q1: 7,571 shares 7,571 $256K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: 327 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $253K <0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,191 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares 1,191 $251K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 314 shares; 2026Q1: 1,595 shares 1,595 $251K <0.01% +1,281 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $250K <0.01% 0 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $242K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 752 shares; 2025Q1: 753 shares; 2025Q2: 753 shares; 2025Q3: 1,182 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $241K <0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $241K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 6,994 shares; 2025Q1: 8,088 shares; 2025Q2: 9,851 shares; 2025Q3: 9,851 shares; 2025Q4: 9,851 shares; 2026Q1: 10,051 shares 10,051 $239K <0.01% +200 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $238K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $238K <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: 2,260 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,660 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,735 shares 1,735 $237K <0.01% -25 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 6,216 shares; 2025Q1: 3,716 shares; 2025Q2: 3,316 shares; 2025Q3: 3,127 shares; 2025Q4: 3,005 shares; 2026Q1: 4,008 shares 4,008 $236K <0.01% +1,003 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 1,881 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 2,781 shares; 2026Q1: 2,781 shares 2,781 $235K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,168 shares; 2025Q1: 1,500 shares; 2025Q2: 1,000 shares; 2025Q3: 2,494 shares; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares 2,494 $233K <0.01% 0 Timeline ESGV 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: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 994 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $233K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 205 shares; 2026Q1: 1,165 shares 1,165 $230K <0.01% +960 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 2,168 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 3,004 shares 3,004 $227K <0.01% +896 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 367 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 609 shares; 2025Q4: 3,015 shares; 2026Q1: 2,973 shares 2,973 $224K <0.01% -42 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,237 shares; 2025Q1: 1,737 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares 1,737 $223K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $222K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,812 shares; 2024Q4: 12,404 shares; 2025Q1: 11,280 shares; 2025Q2: 10,682 shares; 2025Q3: 7,454 shares; 2025Q4: 6,527 shares; 2026Q1: 5,311 shares 5,311 $221K <0.01% -1,216 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 68 shares; 2026Q1: 52 shares 52 $219K <0.01% -16 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: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 703 shares; 2025Q3: 739 shares; 2025Q4: 386 shares; 2026Q1: 313 shares 313 $218K <0.01% -73 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,700 shares 2,700 $218K <0.01% +900 Timeline PRFZ 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: 4,725 shares; 2024Q4: 4,725 shares; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares 4,725 $217K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,800 shares; 2025Q1: 2,431 shares; 2025Q2: 3,821 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $214K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 510 shares; 2025Q2: 888 shares; 2025Q3: 788 shares; 2025Q4: 688 shares; 2026Q1: 588 shares 588 $214K <0.01% -100 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: 3,691 shares; 2024Q4: 3,572 shares; 2025Q1: 2,209 shares; 2025Q2: 2,169 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,924 shares 2,924 $213K <0.01% +599 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $210K <0.01% 0 Timeline IWN 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: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,299 shares; 2025Q2: 1,448 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $209K <0.01% 0 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: 2,156 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares 2,144 $208K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 815 shares; 2025Q1: 2,239 shares; 2025Q2: 3,016 shares; 2025Q3: 3,302 shares; 2025Q4: 3,333 shares; 2026Q1: 3,397 shares 3,397 $208K <0.01% +64 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS 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: 21,200 shares 21,200 $207K <0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,200 shares; 2025Q1: 39,200 shares; 2025Q2: 39,200 shares; 2025Q3: 39,200 shares; 2025Q4: 23,700 shares; 2026Q1: 23,700 shares 23,700 $207K <0.01% 0 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: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,366 shares; 2025Q2: 1,269 shares; 2025Q3: 2,269 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $205K <0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 5,454 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $205K <0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3,650 shares; 2025Q1: 5,150 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 5,650 shares; 2026Q1: 8,650 shares 8,650 $205K <0.01% +3,000 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: 6,361 shares; 2024Q4: 6,361 shares; 2025Q1: 6,361 shares; 2025Q2: 6,361 shares; 2025Q3: 16,611 shares; 2025Q4: 16,611 shares; 2026Q1: 11,361 shares 11,361 $205K <0.01% -5,250 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares 1,865 $205K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,141 shares; 2025Q1: 3,345 shares; 2025Q2: 3,075 shares; 2025Q3: 1,575 shares; 2025Q4: 1,475 shares; 2026Q1: 1,375 shares 1,375 $202K <0.01% -100 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 770 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $199K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890 $196K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 900 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares 1,761 $194K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $193K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $192K <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares 2,570 $191K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 2,730 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,030 shares 1,030 $190K <0.01% +17 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $187K <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $186K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 936 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 949 shares 949 $186K <0.01% -17 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 3,500 shares; 2026Q1: 3,000 shares 3,000 $186K <0.01% -500 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: 1,572 shares; 2024Q4: 1,569 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares 1,419 $186K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 4,090 shares; 2026Q1: 4,090 shares 4,090 $185K <0.01% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 126 shares; 2025Q1: 1,411 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 11,518 shares; 2026Q1: 9,404 shares 9,404 $185K <0.01% -2,114 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,753 shares; 2024Q4: 21,190 shares; 2025Q1: 20,090 shares; 2025Q2: 12,816 shares; 2025Q3: 11,216 shares; 2025Q4: 10,916 shares; 2026Q1: 10,816 shares 10,816 $184K <0.01% -100 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: 2,541 shares; 2026Q1: 2,385 shares 2,385 $182K <0.01% -156 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares 1,367 $181K <0.01% 0 Timeline EWY 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: 1,455 shares 1,455 $179K <0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $179K <0.01% 0 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: 3,792 shares; 2025Q1: 3,727 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares 2,560 $178K <0.01% 0 Timeline QTEC 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $176K <0.01% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 10,000 shares; 2026Q1: 5,000 shares 5,000 $176K <0.01% -5,000 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: 7,650 shares; 2024Q4: 8,232 shares; 2025Q1: 7,432 shares; 2025Q2: 6,850 shares; 2025Q3: 6,350 shares; 2025Q4: 6,742 shares; 2026Q1: 6,554 shares 6,554 $174K <0.01% -188 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 1,450 shares; 2026Q1: 1,250 shares 1,250 $174K <0.01% -200 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: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $172K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,235 shares; 2026Q1: 6,979 shares 6,979 $170K <0.01% +1,744 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 214 shares; 2026Q1: 200 shares 200 $170K <0.01% -14 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,214 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares 4,228 $169K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 144 shares; 2026Q1: 143 shares 143 $166K <0.01% -1 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $165K <0.01% 0 Timeline XLRE 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: 91 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,035 shares 4,035 $165K <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 5,986 shares; 2025Q4: 5,986 shares; 2026Q1: 5,986 shares 5,986 $164K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,065 shares 2,065 $162K <0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares; 2026Q1: 1,611 shares 1,611 $162K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares 1,121 $162K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,288 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 966 shares; 2025Q4: 891 shares; 2026Q1: 741 shares 741 $161K <0.01% -150 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 981 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares 935 $160K <0.01% 0 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: 535 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 575 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 811 shares 811 $160K <0.01% -19 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $160K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,274 shares; 2025Q1: 567 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 900 shares; 2026Q1: 828 shares 828 $159K <0.01% -72 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,900 shares; 2025Q1: 3,721 shares; 2025Q2: 4,122 shares; 2025Q3: 2,561 shares; 2025Q4: 2,643 shares; 2026Q1: 3,399 shares 3,399 $159K <0.01% +756 Timeline EFAV 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: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735 $159K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 3,320 shares 3,320 $158K <0.01% +1,000 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: 2,019 shares; 2024Q4: 2,016 shares; 2025Q1: 2,321 shares; 2025Q2: 305 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares; 2026Q1: 2,444 shares 2,444 $158K <0.01% +7 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 229 shares; 2025Q2: 100 shares; 2025Q3: 309 shares; 2025Q4: 300 shares; 2026Q1: 1,050 shares 1,050 $158K <0.01% +750 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: 21 shares; 2024Q4: 20 shares; 2025Q1: 74 shares; 2025Q2: 92 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $158K <0.01% 0 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: 2,572 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $156K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 371 shares; 2025Q2: 489 shares; 2025Q3: 2,278 shares; 2025Q4: 2,411 shares; 2026Q1: 2,311 shares 2,311 $155K <0.01% -100 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: 424 shares; 2024Q4: 423 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares 568 $154K <0.01% 0 Timeline GDXJ 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: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,280 shares 1,280 $154K <0.01% -250 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,695 shares; 2025Q3: 1,525 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $153K <0.01% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 17,703 shares; 2025Q4: 17,703 shares; 2026Q1: 17,703 shares 17,703 $151K <0.01% 0 Timeline KRE 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $150K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $150K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 3,933 shares; 2025Q2: 3,954 shares; 2025Q3: 4,308 shares; 2025Q4: 4,308 shares; 2026Q1: 4,308 shares 4,308 $148K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 482 shares; 2025Q1: 606 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 720 shares; 2026Q1: 709 shares 709 $148K <0.01% -11 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $148K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares 1,248 $148K <0.01% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $148K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP 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: 300 shares; 2026Q1: 950 shares 950 $147K <0.01% +650 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: 1,180 shares; 2024Q4: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares 1,156 $147K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $147K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares 3,060 $147K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,523 shares; 2025Q1: 3,420 shares; 2025Q2: 2,820 shares; 2025Q3: 2,920 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $147K <0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 249 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares 2,644 $146K <0.01% 0 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares 2,950 $145K <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 1,231 shares 1,231 $144K <0.01% +1,200 Timeline