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: 125,343 shares; 2024Q4: 124,028 shares; 2025Q1: 123,700 shares; 2025Q2: 122,693 shares; 2025Q3: 116,849 shares; 2025Q4: 115,356 shares; 2026Q1: 115,268 shares 115,268 $29.3M 5.87% -88 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: 187,239 shares; 2024Q4: 176,325 shares; 2025Q1: 173,634 shares; 2025Q2: 158,193 shares; 2025Q3: 158,814 shares; 2025Q4: 155,554 shares; 2026Q1: 154,761 shares 154,761 $27M 5.42% -793 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: 71,926 shares; 2024Q4: 70,456 shares; 2025Q1: 70,011 shares; 2025Q2: 70,526 shares; 2025Q3: 68,374 shares; 2025Q4: 66,821 shares; 2026Q1: 66,939 shares 66,939 $24.8M 4.98% +118 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,921 shares; 2024Q4: 65,951 shares; 2025Q1: 66,061 shares; 2025Q2: 66,497 shares; 2025Q3: 63,429 shares; 2025Q4: 60,977 shares; 2026Q1: 61,005 shares 61,005 $20.9M 4.19% +28 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: 72,283 shares; 2024Q4: 73,028 shares; 2025Q1: 73,789 shares; 2025Q2: 74,241 shares; 2025Q3: 75,477 shares; 2025Q4: 75,053 shares; 2026Q1: 74,721 shares 74,721 $15.6M 3.13% -332 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: 26,536 shares; 2024Q4: 26,190 shares; 2025Q1: 26,241 shares; 2025Q2: 22,098 shares; 2025Q3: 22,426 shares; 2025Q4: 22,799 shares; 2026Q1: 24,046 shares 24,046 $13.9M 2.79% +1,247 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: 41,711 shares; 2024Q4: 42,514 shares; 2025Q1: 43,264 shares; 2025Q2: 43,972 shares; 2025Q3: 44,914 shares; 2025Q4: 45,004 shares; 2026Q1: 45,443 shares 45,443 $13.1M 2.62% +439 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: 37,443 shares; 2024Q4: 38,543 shares; 2025Q1: 38,421 shares; 2025Q2: 38,851 shares; 2025Q3: 39,644 shares; 2025Q4: 39,935 shares; 2026Q1: 40,074 shares 40,074 $12.4M 2.49% +139 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: 16,057 shares; 2024Q4: 16,149 shares; 2025Q1: 16,177 shares; 2025Q2: 15,683 shares; 2025Q3: 15,558 shares; 2025Q4: 15,447 shares; 2026Q1: 15,557 shares 15,557 $11M 2.21% +110 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,492 shares; 2024Q4: 27,903 shares; 2025Q1: 28,011 shares; 2025Q2: 28,975 shares; 2025Q3: 27,629 shares; 2025Q4: 27,075 shares; 2026Q1: 27,349 shares 27,349 $8.05M 1.62% +274 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: 47,388 shares; 2024Q4: 47,929 shares; 2025Q1: 48,054 shares; 2025Q2: 46,768 shares; 2025Q3: 46,328 shares; 2025Q4: 45,729 shares; 2026Q1: 45,816 shares 45,816 $7.77M 1.56% +87 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: 28,642 shares; 2024Q4: 29,457 shares; 2025Q1: 29,763 shares; 2025Q2: 29,728 shares; 2025Q3: 30,216 shares; 2025Q4: 30,009 shares; 2026Q1: 31,194 shares 31,194 $7.56M 1.52% +1,185 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: 6,927 shares; 2024Q4: 6,924 shares; 2025Q1: 6,943 shares; 2025Q2: 7,133 shares; 2025Q3: 6,971 shares; 2025Q4: 6,892 shares; 2026Q1: 6,991 shares 6,991 $6.97M 1.4% +99 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: 49,284 shares; 2024Q4: 50,081 shares; 2025Q1: 50,822 shares; 2025Q2: 49,674 shares; 2025Q3: 48,558 shares; 2025Q4: 45,760 shares; 2026Q1: 45,010 shares 45,010 $6.62M 1.33% -750 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: 85,537 shares; 2024Q4: 85,337 shares; 2025Q1: 84,694 shares; 2025Q2: 81,517 shares; 2025Q3: 77,588 shares; 2025Q4: 76,293 shares; 2026Q1: 76,727 shares 76,727 $5.95M 1.2% +434 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,164 shares; 2024Q4: 46,698 shares; 2025Q1: 46,773 shares; 2025Q2: 47,425 shares; 2025Q3: 39,758 shares; 2025Q4: 39,095 shares; 2026Q1: 40,177 shares 40,177 $5.81M 1.17% +1,082 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: 39,179 shares; 2024Q4: 38,779 shares; 2025Q1: 39,074 shares; 2025Q2: 42,893 shares; 2025Q3: 39,444 shares; 2025Q4: 40,880 shares; 2026Q1: 42,057 shares 42,057 $5.72M 1.15% +1,177 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: 20,016 shares; 2024Q4: 20,001 shares; 2025Q1: 20,177 shares; 2025Q2: 20,087 shares; 2025Q3: 20,143 shares; 2025Q4: 20,126 shares; 2026Q1: 19,636 shares 19,636 $5.63M 1.13% -490 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: 40,780 shares; 2024Q4: 40,811 shares; 2025Q1: 41,150 shares; 2025Q2: 40,740 shares; 2025Q3: 39,678 shares; 2025Q4: 39,505 shares; 2026Q1: 39,960 shares 39,960 $5.23M 1.05% +455 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: 38,957 shares; 2024Q4: 39,125 shares; 2025Q1: 39,220 shares; 2025Q2: 40,442 shares; 2025Q3: 40,329 shares; 2025Q4: 40,683 shares; 2026Q1: 40,981 shares 40,981 $5.09M 1.02% +298 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: 24,139 shares; 2024Q4: 23,884 shares; 2025Q1: 23,920 shares; 2025Q2: 23,613 shares; 2025Q3: 21,879 shares; 2025Q4: 22,003 shares; 2026Q1: 23,153 shares 23,153 $5.04M 1.01% +1,150 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: 17,771 shares; 2024Q4: 17,226 shares; 2025Q1: 17,247 shares; 2025Q2: 17,228 shares; 2025Q3: 15,471 shares; 2025Q4: 15,040 shares; 2026Q1: 15,024 shares 15,024 $4.94M 0.99% -16 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: 24,314 shares; 2024Q4: 24,578 shares; 2025Q1: 24,481 shares; 2025Q2: 23,676 shares; 2025Q3: 22,495 shares; 2025Q4: 22,439 shares; 2026Q1: 23,790 shares 23,790 $4.92M 0.99% +1,351 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: 15,161 shares; 2024Q4: 15,121 shares; 2025Q1: 14,992 shares; 2025Q2: 14,822 shares; 2025Q3: 14,246 shares; 2025Q4: 14,211 shares; 2026Q1: 14,834 shares 14,834 $4.48M 0.9% +623 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: 43,008 shares; 2024Q4: 42,097 shares; 2025Q1: 42,053 shares; 2025Q2: 41,828 shares; 2025Q3: 41,416 shares; 2025Q4: 40,724 shares; 2026Q1: 40,339 shares 40,339 $4.12M 0.83% -385 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: 12,681 shares; 2024Q4: 12,911 shares; 2025Q1: 13,009 shares; 2025Q2: 12,947 shares; 2025Q3: 11,322 shares; 2025Q4: 11,052 shares; 2026Q1: 11,398 shares 11,398 $4.08M 0.82% +346 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: 13,272 shares; 2024Q4: 13,147 shares; 2025Q1: 13,308 shares; 2025Q2: 13,448 shares; 2025Q3: 13,349 shares; 2025Q4: 13,254 shares; 2026Q1: 13,064 shares 13,064 $4.06M 0.82% -190 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: 46,984 shares; 2024Q4: 45,230 shares; 2025Q1: 45,017 shares; 2025Q2: 35,271 shares; 2025Q3: 32,904 shares; 2025Q4: 32,282 shares; 2026Q1: 33,090 shares 33,090 $3.98M 0.8% +808 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,724 shares; 2024Q4: 49,724 shares; 2025Q1: 49,554 shares; 2025Q2: 49,554 shares; 2025Q3: 48,929 shares; 2025Q4: 47,357 shares; 2026Q1: 46,318 shares 46,318 $3.71M 0.74% -1,039 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: 83,202 shares; 2024Q4: 81,615 shares; 2025Q1: 80,810 shares; 2025Q2: 77,834 shares; 2025Q3: 74,526 shares; 2025Q4: 70,897 shares; 2026Q1: 72,760 shares 72,760 $3.65M 0.73% +1,863 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: 7,655 shares; 2024Q4: 8,296 shares; 2025Q1: 8,703 shares; 2025Q2: 7,551 shares; 2025Q3: 7,541 shares; 2025Q4: 7,438 shares; 2026Q1: 7,381 shares 7,381 $3.54M 0.71% -57 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: 18,870 shares; 2024Q4: 18,811 shares; 2025Q1: 18,827 shares; 2025Q2: 15,580 shares; 2025Q3: 13,912 shares; 2025Q4: 13,918 shares; 2026Q1: 13,881 shares 13,881 $3.39M 0.68% -37 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: 5,243 shares; 2024Q4: 5,047 shares; 2025Q1: 5,087 shares; 2025Q2: 5,595 shares; 2025Q3: 5,755 shares; 2025Q4: 5,809 shares; 2026Q1: 5,188 shares 5,188 $3.37M 0.68% -621 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: 3,210 shares; 2024Q4: 3,200 shares; 2025Q1: 3,201 shares; 2025Q2: 3,226 shares; 2025Q3: 2,245 shares; 2025Q4: 2,208 shares; 2026Q1: 2,255 shares 2,255 $3.32M 0.67% +47 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: 6,099 shares; 2024Q4: 6,128 shares; 2025Q1: 6,164 shares; 2025Q2: 6,737 shares; 2025Q3: 6,769 shares; 2025Q4: 6,737 shares; 2026Q1: 6,630 shares 6,630 $3.31M 0.67% -107 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: 20,955 shares; 2024Q4: 20,903 shares; 2025Q1: 20,423 shares; 2025Q2: 20,423 shares; 2025Q3: 19,797 shares; 2025Q4: 19,954 shares; 2026Q1: 19,967 shares 19,967 $3.19M 0.64% +13 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: 72,555 shares; 2024Q4: 72,435 shares; 2025Q1: 72,589 shares; 2025Q2: 72,322 shares; 2025Q3: 66,201 shares; 2025Q4: 65,730 shares; 2026Q1: 65,275 shares 65,275 $3.18M 0.64% -455 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: 12,780 shares; 2024Q4: 12,834 shares; 2025Q1: 12,962 shares; 2025Q2: 13,014 shares; 2025Q3: 12,980 shares; 2025Q4: 12,986 shares; 2026Q1: 13,180 shares 13,180 $3.11M 0.63% +194 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: 19,467 shares; 2024Q4: 19,929 shares; 2025Q1: 20,288 shares; 2025Q2: 18,958 shares; 2025Q3: 16,293 shares; 2025Q4: 16,278 shares; 2026Q1: 16,125 shares 16,125 $3.11M 0.62% -153 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: 22,289 shares; 2024Q4: 17,689 shares; 2025Q1: 17,669 shares; 2025Q2: 18,057 shares; 2025Q3: 20,102 shares; 2025Q4: 19,343 shares; 2026Q1: 17,425 shares 17,425 $2.86M 0.57% -1,918 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: 40,186 shares; 2024Q4: 40,017 shares; 2025Q1: 39,863 shares; 2025Q2: 39,695 shares; 2025Q3: 37,325 shares; 2025Q4: 37,057 shares; 2026Q1: 37,337 shares 37,337 $2.84M 0.57% +280 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: 6,698 shares; 2024Q4: 7,626 shares; 2025Q1: 7,642 shares; 2025Q2: 7,617 shares; 2025Q3: 7,786 shares; 2025Q4: 7,787 shares; 2026Q1: 8,038 shares 8,038 $2.83M 0.57% +251 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: 59,924 shares; 2024Q4: 59,840 shares; 2025Q1: 59,749 shares; 2025Q2: 60,219 shares; 2025Q3: 57,321 shares; 2025Q4: 59,110 shares; 2026Q1: 60,773 shares 60,773 $2.79M 0.56% +1,663 Timeline JPST 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: 35,519 shares; 2024Q4: 39,244 shares; 2025Q1: 45,591 shares; 2025Q2: 51,730 shares; 2025Q3: 52,266 shares; 2025Q4: 52,116 shares; 2026Q1: 53,976 shares 53,976 $2.73M 0.55% +1,860 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: 31,020 shares; 2024Q4: 30,951 shares; 2025Q1: 30,705 shares; 2025Q2: 29,845 shares; 2025Q3: 28,473 shares; 2025Q4: 28,499 shares; 2026Q1: 28,275 shares 28,275 $2.73M 0.55% -224 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: 79,782 shares; 2024Q4: 72,765 shares; 2025Q1: 70,732 shares; 2025Q2: 68,130 shares; 2025Q3: 63,418 shares; 2025Q4: 62,111 shares; 2026Q1: 60,626 shares 60,626 $2.68M 0.54% -1,485 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: 13,606 shares; 2024Q4: 13,261 shares; 2025Q1: 13,201 shares; 2025Q2: 12,962 shares; 2025Q3: 12,312 shares; 2025Q4: 11,762 shares; 2026Q1: 11,832 shares 11,832 $2.67M 0.54% +70 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: 4,239 shares; 2024Q4: 4,221 shares; 2025Q1: 4,213 shares; 2025Q2: 4,378 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,061 shares 3,061 $2.65M 0.53% -9 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: 24,185 shares; 2024Q4: 23,652 shares; 2025Q1: 23,476 shares; 2025Q2: 22,611 shares; 2025Q3: 22,353 shares; 2025Q4: 21,737 shares; 2026Q1: 18,247 shares 18,247 $2.64M 0.53% -3,490 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,212 shares; 2024Q4: 4,254 shares; 2025Q1: 4,230 shares; 2025Q2: 4,263 shares; 2025Q3: 4,282 shares; 2025Q4: 4,334 shares; 2026Q1: 4,334 shares 4,334 $2.62M 0.53% 0 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: 7,783 shares; 2024Q4: 8,163 shares; 2025Q1: 8,413 shares; 2025Q2: 9,013 shares; 2025Q3: 9,125 shares; 2025Q4: 9,170 shares; 2026Q1: 8,626 shares 8,626 $2.61M 0.52% -544 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: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 5,123 shares; 2026Q1: 7,332 shares 7,332 $2.48M 0.5% +2,209 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: 26,751 shares; 2024Q4: 27,130 shares; 2025Q1: 27,145 shares; 2025Q2: 27,678 shares; 2025Q3: 23,835 shares; 2025Q4: 22,518 shares; 2026Q1: 21,523 shares 21,523 $2.47M 0.5% -995 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: 5,376 shares; 2024Q4: 5,589 shares; 2025Q1: 5,787 shares; 2025Q2: 6,300 shares; 2025Q3: 6,544 shares; 2025Q4: 6,763 shares; 2026Q1: 4,318 shares 4,318 $2.47M 0.5% -2,445 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: 8,055 shares; 2024Q4: 8,055 shares; 2025Q1: 7,772 shares; 2025Q2: 7,772 shares; 2025Q3: 7,074 shares; 2025Q4: 7,011 shares; 2026Q1: 6,933 shares 6,933 $2.47M 0.5% -78 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,685 shares; 2024Q4: 90,314 shares; 2025Q1: 93,095 shares; 2025Q2: 95,711 shares; 2025Q3: 92,401 shares; 2025Q4: 93,978 shares; 2026Q1: 95,065 shares 95,065 $2.44M 0.49% +1,087 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,492 shares; 2025Q1: 11,796 shares; 2025Q2: 22,154 shares; 2025Q3: 39,390 shares; 2025Q4: 39,137 shares; 2026Q1: 46,109 shares 46,109 $2.43M 0.49% +6,972 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 22,586 shares; 2025Q1: 22,694 shares; 2025Q2: 22,759 shares; 2025Q3: 21,981 shares; 2025Q4: 22,003 shares; 2026Q1: 21,635 shares 21,635 $2.4M 0.48% -368 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: 7,710 shares; 2024Q4: 7,750 shares; 2025Q1: 7,734 shares; 2025Q2: 7,756 shares; 2025Q3: 7,757 shares; 2025Q4: 7,965 shares; 2026Q1: 7,821 shares 7,821 $2.37M 0.48% -144 Timeline SCHB 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: 28,883 shares; 2024Q4: 89,603 shares; 2025Q1: 92,652 shares; 2025Q2: 94,995 shares; 2025Q3: 90,203 shares; 2025Q4: 90,890 shares; 2026Q1: 91,688 shares 91,688 $2.3M 0.46% +798 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: 9,065 shares; 2024Q4: 9,611 shares; 2025Q1: 10,020 shares; 2025Q2: 10,273 shares; 2025Q3: 9,962 shares; 2025Q4: 12,434 shares; 2026Q1: 15,158 shares 15,158 $2.24M 0.45% +2,724 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,667 shares; 2024Q4: 64,420 shares; 2025Q1: 78,245 shares; 2025Q2: 85,103 shares; 2025Q3: 87,799 shares; 2025Q4: 88,806 shares; 2026Q1: 89,624 shares 89,624 $2.24M 0.45% +818 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: 7,892 shares; 2024Q4: 8,830 shares; 2025Q1: 9,645 shares; 2025Q2: 10,216 shares; 2025Q3: 10,216 shares; 2025Q4: 9,649 shares; 2026Q1: 10,576 shares 10,576 $2.15M 0.43% +927 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: 98,977 shares; 2024Q4: 99,170 shares; 2025Q1: 126,085 shares; 2025Q2: 94,027 shares; 2025Q3: 84,718 shares; 2025Q4: 75,952 shares; 2026Q1: 75,100 shares 75,100 $2.11M 0.42% -852 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: 40,642 shares; 2024Q4: 42,770 shares; 2025Q1: 42,492 shares; 2025Q2: 40,078 shares; 2025Q3: 31,856 shares; 2025Q4: 31,871 shares; 2026Q1: 34,714 shares 34,714 $2.11M 0.42% +2,843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,116 shares; 2026Q1: 38,383 shares 38,383 $1.94M 0.39% +10,267 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: 962 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 1,059 shares; 2025Q3: 1,207 shares; 2025Q4: 1,295 shares; 2026Q1: 2,083 shares 2,083 $1.82M 0.37% +788 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: 9,746 shares; 2024Q4: 10,080 shares; 2025Q1: 10,198 shares; 2025Q2: 10,439 shares; 2025Q3: 8,266 shares; 2025Q4: 7,026 shares; 2026Q1: 6,710 shares 6,710 $1.82M 0.36% -316 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: 25,512 shares; 2024Q4: 23,710 shares; 2025Q1: 23,551 shares; 2025Q2: 22,690 shares; 2025Q3: 21,901 shares; 2025Q4: 22,186 shares; 2026Q1: 22,073 shares 22,073 $1.76M 0.35% -113 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 605 shares; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 1,020 shares; 2025Q4: 1,060 shares; 2026Q1: 1,209 shares 1,209 $1.67M 0.33% +149 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: 9,652 shares; 2024Q4: 8,870 shares; 2025Q1: 8,923 shares; 2025Q2: 8,963 shares; 2025Q3: 8,972 shares; 2025Q4: 8,417 shares; 2026Q1: 9,715 shares 9,715 $1.64M 0.33% +1,298 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: 6,081 shares; 2025Q1: 6,081 shares; 2025Q2: 6,082 shares; 2025Q3: 6,655 shares; 2025Q4: 7,019 shares; 2026Q1: 7,551 shares 7,551 $1.61M 0.32% +532 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: 10,614 shares; 2024Q4: 11,006 shares; 2025Q1: 11,382 shares; 2025Q2: 11,527 shares; 2025Q3: 10,563 shares; 2025Q4: 10,458 shares; 2026Q1: 10,458 shares 10,458 $1.6M 0.32% 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: 57,704 shares; 2024Q4: 58,497 shares; 2025Q1: 58,477 shares; 2025Q2: 56,477 shares; 2025Q3: 54,300 shares; 2025Q4: 53,891 shares; 2026Q1: 53,991 shares 53,991 $1.57M 0.31% +100 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: 2,301 shares; 2024Q4: 2,322 shares; 2025Q1: 2,334 shares; 2025Q2: 1,387 shares; 2025Q3: 920 shares; 2025Q4: 1,294 shares; 2026Q1: 1,702 shares 1,702 $1.57M 0.31% +408 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: 1,452 shares; 2024Q4: 1,457 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,571 shares; 2026Q1: 1,847 shares 1,847 $1.56M 0.31% +276 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: 8,013 shares; 2024Q4: 8,242 shares; 2025Q1: 8,109 shares; 2025Q2: 8,322 shares; 2025Q3: 7,704 shares; 2025Q4: 7,692 shares; 2026Q1: 7,692 shares 7,692 $1.53M 0.31% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,523 shares; 2025Q1: 13,525 shares; 2025Q2: 13,628 shares; 2025Q3: 13,630 shares; 2025Q4: 12,983 shares; 2026Q1: 12,985 shares 12,985 $1.51M 0.3% +2 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 5,888 shares; 2025Q1: 5,724 shares; 2025Q2: 5,916 shares; 2025Q3: 5,372 shares; 2025Q4: 5,128 shares; 2026Q1: 5,293 shares 5,293 $1.5M 0.3% +165 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: 10,846 shares; 2024Q4: 10,507 shares; 2025Q1: 10,507 shares; 2025Q2: 10,658 shares; 2025Q3: 10,788 shares; 2025Q4: 10,738 shares; 2026Q1: 10,720 shares 10,720 $1.49M 0.3% -18 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: 4,639 shares; 2024Q4: 4,674 shares; 2025Q1: 5,374 shares; 2025Q2: 4,991 shares; 2025Q3: 4,425 shares; 2025Q4: 4,340 shares; 2026Q1: 8,861 shares 8,861 $1.47M 0.29% +4,521 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: 1,719 shares; 2024Q4: 2,163 shares; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,327 shares; 2025Q4: 1,583 shares; 2026Q1: 1,911 shares 1,911 $1.41M 0.28% +328 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: 3,905 shares; 2024Q4: 3,830 shares; 2025Q1: 3,812 shares; 2025Q2: 3,337 shares; 2025Q3: 3,312 shares; 2025Q4: 3,237 shares; 2026Q1: 3,269 shares 3,269 $1.36M 0.27% +32 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: 2,084 shares; 2024Q4: 1,961 shares; 2025Q1: 2,005 shares; 2025Q2: 1,895 shares; 2025Q3: 1,890 shares; 2025Q4: 1,887 shares; 2026Q1: 1,990 shares 1,990 $1.36M 0.27% +103 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: 23,801 shares; 2024Q4: 24,514 shares; 2025Q1: 24,514 shares; 2025Q2: 24,514 shares; 2025Q3: 23,460 shares; 2025Q4: 23,106 shares; 2026Q1: 23,047 shares 23,047 $1.25M 0.25% -59 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: 2,528 shares; 2024Q4: 2,466 shares; 2025Q1: 2,176 shares; 2025Q2: 2,177 shares; 2025Q3: 2,226 shares; 2025Q4: 2,138 shares; 2026Q1: 2,213 shares 2,213 $1.25M 0.25% +75 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: 8,620 shares; 2024Q4: 10,578 shares; 2025Q1: 10,053 shares; 2025Q2: 11,000 shares; 2025Q3: 17,602 shares; 2025Q4: 18,433 shares; 2026Q1: 20,430 shares 20,430 $1.2M 0.24% +1,997 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 46,683 shares; 2025Q1: 37,405 shares; 2025Q2: 38,334 shares; 2025Q3: 36,934 shares; 2025Q4: 37,831 shares; 2026Q1: 38,216 shares 38,216 $1.18M 0.24% +385 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: 6,864 shares; 2024Q4: 6,049 shares; 2025Q1: 6,038 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,018 shares 6,018 $1.17M 0.23% -20 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: 351 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 275 shares 275 $1.16M 0.23% +12 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 638 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 611 shares 611 $1.15M 0.23% +5 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: 1,252 shares; 2025Q3: 1,702 shares; 2025Q4: 1,903 shares; 2026Q1: 2,108 shares 2,108 $1.15M 0.23% +205 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: 9,319 shares; 2024Q4: 9,016 shares; 2025Q1: 9,416 shares; 2025Q2: 9,418 shares; 2025Q3: 9,353 shares; 2025Q4: 8,859 shares; 2026Q1: 8,691 shares 8,691 $1.15M 0.23% -168 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: 4,754 shares; 2024Q4: 4,957 shares; 2025Q1: 4,852 shares; 2025Q2: 4,164 shares; 2025Q3: 4,164 shares; 2025Q4: 4,164 shares; 2026Q1: 4,164 shares 4,164 $1.11M 0.22% 0 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: 29,075 shares; 2024Q4: 28,930 shares; 2025Q1: 27,918 shares; 2025Q2: 26,303 shares; 2025Q3: 21,731 shares; 2025Q4: 20,233 shares; 2026Q1: 19,550 shares 19,550 $1.1M 0.22% -683 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: 11,082 shares; 2024Q4: 10,875 shares; 2025Q1: 10,809 shares; 2025Q2: 8,382 shares; 2025Q3: 7,071 shares; 2025Q4: 6,829 shares; 2026Q1: 7,053 shares 7,053 $1.1M 0.22% +224 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: 4,568 shares; 2024Q4: 4,568 shares; 2025Q1: 4,504 shares; 2025Q2: 4,254 shares; 2025Q3: 3,354 shares; 2025Q4: 3,329 shares; 2026Q1: 3,329 shares 3,329 $1.09M 0.22% 0 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: 1,288 shares; 2024Q4: 1,223 shares; 2025Q1: 1,212 shares; 2025Q2: 1,554 shares; 2025Q3: 1,582 shares; 2025Q4: 12,990 shares; 2026Q1: 10,813 shares 10,813 $1.04M 0.21% -2,177 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,536 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,889 shares 1,889 $1.04M 0.21% +357 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 12,154 shares; 2025Q1: 12,154 shares; 2025Q2: 12,154 shares; 2025Q3: 11,889 shares; 2025Q4: 11,889 shares; 2026Q1: 11,879 shares 11,879 $1.03M 0.21% -10 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: 1,706 shares; 2024Q4: 1,791 shares; 2025Q1: 2,121 shares; 2025Q2: 2,330 shares; 2025Q3: 2,310 shares; 2025Q4: 2,205 shares; 2026Q1: 2,352 shares 2,352 $1.03M 0.21% +147 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,068 shares; 2025Q3: 37,927 shares; 2025Q4: 38,171 shares; 2026Q1: 41,155 shares 41,155 $1.02M 0.2% +2,984 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: 1,753 shares; 2024Q4: 1,813 shares; 2025Q1: 1,962 shares; 2025Q2: 1,999 shares; 2025Q3: 1,969 shares; 2025Q4: 2,046 shares; 2026Q1: 2,177 shares 2,177 $1.01M 0.2% +131 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: 3,306 shares; 2024Q4: 3,001 shares; 2025Q1: 2,974 shares; 2025Q2: 2,974 shares; 2025Q3: 2,949 shares; 2025Q4: 2,899 shares; 2026Q1: 2,899 shares 2,899 $995K 0.2% 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: 8,186 shares; 2024Q4: 8,131 shares; 2025Q1: 8,362 shares; 2025Q2: 8,318 shares; 2025Q3: 9,758 shares; 2025Q4: 9,795 shares; 2026Q1: 14,073 shares 14,073 $929K 0.19% +4,278 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: 1,899 shares; 2024Q4: 1,882 shares; 2025Q1: 1,881 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares 1,869 $927K 0.19% 0 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: 6,510 shares; 2024Q4: 6,520 shares; 2025Q1: 6,530 shares; 2025Q2: 6,615 shares; 2025Q3: 6,603 shares; 2025Q4: 6,390 shares; 2026Q1: 6,340 shares 6,340 $921K 0.18% -50 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: 1,060 shares; 2024Q4: 1,087 shares; 2025Q1: 1,383 shares; 2025Q2: 1,443 shares; 2025Q3: 1,455 shares; 2025Q4: 1,480 shares; 2026Q1: 1,522 shares 1,522 $909K 0.18% +42 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: 10,956 shares; 2024Q4: 10,935 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 9,649 shares; 2025Q4: 9,649 shares; 2026Q1: 9,649 shares 9,649 $896K 0.18% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,259 shares; 2025Q1: 1,268 shares; 2025Q2: 1,326 shares; 2025Q3: 1,241 shares; 2025Q4: 1,250 shares; 2026Q1: 1,284 shares 1,284 $896K 0.18% +34 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,838 shares; 2025Q1: 1,547 shares; 2025Q2: 1,509 shares; 2025Q3: 1,795 shares; 2025Q4: 1,828 shares; 2026Q1: 2,398 shares 2,398 $891K 0.18% +570 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,370 shares; 2025Q1: 5,976 shares; 2025Q2: 6,022 shares; 2025Q3: 5,117 shares; 2025Q4: 5,146 shares; 2026Q1: 5,138 shares 5,138 $884K 0.18% -8 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 13,826 shares; 2025Q1: 13,794 shares; 2025Q2: 13,794 shares; 2025Q3: 11,614 shares; 2025Q4: 11,414 shares; 2026Q1: 11,190 shares 11,190 $866K 0.17% -224 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: 2,665 shares; 2024Q4: 2,762 shares; 2025Q1: 3,037 shares; 2025Q2: 3,161 shares; 2025Q3: 3,109 shares; 2025Q4: 3,153 shares; 2026Q1: 3,137 shares 3,137 $854K 0.17% -16 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: not reported; 2024Q4: 4,125 shares; 2025Q1: 5,499 shares; 2025Q2: 7,042 shares; 2025Q3: 6,787 shares; 2025Q4: 7,364 shares; 2026Q1: 12,885 shares 12,885 $839K 0.17% +5,521 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,145 shares; 2026Q1: 5,145 shares 5,145 $832K 0.17% 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: 7,698 shares; 2024Q4: 7,688 shares; 2025Q1: 7,659 shares; 2025Q2: 7,235 shares; 2025Q3: 6,560 shares; 2025Q4: 6,451 shares; 2026Q1: 6,351 shares 6,351 $832K 0.17% -100 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: 4,860 shares; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 4,860 shares; 2025Q3: 4,860 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares 4,860 $822K 0.17% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,819 shares; 2025Q4: 1,949 shares; 2026Q1: 2,432 shares 2,432 $822K 0.17% +483 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: 7,347 shares; 2024Q4: 7,319 shares; 2025Q1: 7,319 shares; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,344 shares; 2026Q1: 4,274 shares 4,274 $810K 0.16% -70 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 9,345 shares; 2025Q1: 9,248 shares; 2025Q2: 9,248 shares; 2025Q3: 9,248 shares; 2025Q4: 9,028 shares; 2026Q1: 8,978 shares 8,978 $809K 0.16% -50 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: 6,943 shares; 2024Q4: 20,446 shares; 2025Q1: 21,184 shares; 2025Q2: 36,730 shares; 2025Q3: 41,642 shares; 2025Q4: 28,795 shares; 2026Q1: 26,338 shares 26,338 $808K 0.16% -2,457 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: 670 shares; 2024Q4: 460 shares; 2025Q1: 514 shares; 2025Q2: 550 shares; 2025Q3: 586 shares; 2025Q4: 596 shares; 2026Q1: 611 shares 611 $807K 0.16% +15 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: 3,592 shares; 2024Q4: 3,592 shares; 2025Q1: 3,598 shares; 2025Q2: 2,450 shares; 2025Q3: 2,418 shares; 2025Q4: 2,404 shares; 2026Q1: 2,400 shares 2,400 $785K 0.16% -4 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 1,305 shares; 2026Q1: 1,643 shares 1,643 $780K 0.16% +338 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 1,839 shares; 2026Q1: 3,111 shares 3,111 $780K 0.16% +1,272 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: 12,469 shares; 2024Q4: 12,922 shares; 2025Q1: 13,988 shares; 2025Q2: 14,589 shares; 2025Q3: 14,886 shares; 2025Q4: 15,814 shares; 2026Q1: 15,760 shares 15,760 $778K 0.16% -54 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: 12,357 shares; 2024Q4: 12,044 shares; 2025Q1: 12,081 shares; 2025Q2: 12,118 shares; 2025Q3: 12,153 shares; 2025Q4: 12,190 shares; 2026Q1: 12,525 shares 12,525 $774K 0.16% +335 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: 12,501 shares; 2024Q4: 12,472 shares; 2025Q1: 12,171 shares; 2025Q2: 12,109 shares; 2025Q3: 9,525 shares; 2025Q4: 7,361 shares; 2026Q1: 6,351 shares 6,351 $770K 0.15% -1,010 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,521 shares; 2025Q1: 9,451 shares; 2025Q2: 9,341 shares; 2025Q3: 9,014 shares; 2025Q4: 8,979 shares; 2026Q1: 8,954 shares 8,954 $759K 0.15% -25 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: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,959 shares; 2025Q3: 2,291 shares; 2025Q4: 2,316 shares; 2026Q1: 2,591 shares 2,591 $735K 0.15% +275 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: 1,530 shares; 2024Q4: 1,842 shares; 2025Q1: 2,149 shares; 2025Q2: 2,210 shares; 2025Q3: 2,305 shares; 2025Q4: 4,536 shares; 2026Q1: 5,391 shares 5,391 $717K 0.14% +855 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: 5,761 shares; 2024Q4: 5,211 shares; 2025Q1: 5,136 shares; 2025Q2: 3,536 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,700 shares 2,700 $703K 0.14% -20 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 12,285 shares; 2025Q1: 12,285 shares; 2025Q2: 12,285 shares; 2025Q3: 12,285 shares; 2025Q4: 11,435 shares; 2026Q1: 11,435 shares 11,435 $690K 0.14% 0 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: 16,765 shares; 2024Q4: 17,185 shares; 2025Q1: 16,859 shares; 2025Q2: 16,136 shares; 2025Q3: 15,773 shares; 2025Q4: 13,310 shares; 2026Q1: 13,035 shares 13,035 $689K 0.14% -275 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,715 shares; 2024Q4: 44,760 shares; 2025Q1: 26,117 shares; 2025Q2: 25,080 shares; 2025Q3: 23,531 shares; 2025Q4: 23,518 shares; 2026Q1: 23,586 shares 23,586 $686K 0.14% +68 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: 29,169 shares; 2024Q4: 27,157 shares; 2025Q1: 23,689 shares; 2025Q2: 22,550 shares; 2025Q3: 20,385 shares; 2025Q4: 16,679 shares; 2026Q1: 16,325 shares 16,325 $680K 0.14% -354 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: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,132 shares; 2025Q2: 4,289 shares; 2025Q3: 4,109 shares; 2025Q4: 4,096 shares; 2026Q1: 4,126 shares 4,126 $679K 0.14% +30 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 21,480 shares; 2025Q1: 22,382 shares; 2025Q2: 21,244 shares; 2025Q3: 20,798 shares; 2025Q4: 18,917 shares; 2026Q1: 18,749 shares 18,749 $669K 0.13% -168 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 6,543 shares; 2025Q3: 5,414 shares; 2025Q4: 5,567 shares; 2026Q1: 6,072 shares 6,072 $659K 0.13% +505 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: 10,427 shares; 2024Q4: 10,341 shares; 2025Q1: 10,466 shares; 2025Q2: 10,216 shares; 2025Q3: 9,667 shares; 2025Q4: 8,798 shares; 2026Q1: 8,631 shares 8,631 $659K 0.13% -167 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: 12,462 shares; 2024Q4: 13,018 shares; 2025Q1: 12,862 shares; 2025Q2: 12,530 shares; 2025Q3: 12,326 shares; 2025Q4: 11,942 shares; 2026Q1: 12,682 shares 12,682 $652K 0.13% +740 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 5,371 shares; 2025Q1: 5,371 shares; 2025Q2: 5,371 shares; 2025Q3: 3,781 shares; 2025Q4: 3,781 shares; 2026Q1: 3,706 shares 3,706 $640K 0.13% -75 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: 1,755 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,787 shares; 2025Q4: 1,794 shares; 2026Q1: 1,844 shares 1,844 $636K 0.13% +50 Timeline VDE 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: 5,788 shares; 2024Q4: 5,594 shares; 2025Q1: 5,596 shares; 2025Q2: 3,643 shares; 2025Q3: 3,646 shares; 2025Q4: 3,596 shares; 2026Q1: 3,655 shares 3,655 $633K 0.13% +59 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,145 shares; 2025Q1: 1,391 shares; 2025Q2: 1,389 shares; 2025Q3: 1,400 shares; 2025Q4: 1,533 shares; 2026Q1: 1,542 shares 1,542 $629K 0.13% +9 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: 4,417 shares; 2024Q4: 4,897 shares; 2025Q1: 5,165 shares; 2025Q2: 5,212 shares; 2025Q3: 4,715 shares; 2025Q4: 10,034 shares; 2026Q1: 10,145 shares 10,145 $621K 0.12% +111 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: 3,517 shares; 2024Q4: 3,503 shares; 2025Q1: 3,296 shares; 2025Q2: 3,332 shares; 2025Q3: 3,157 shares; 2025Q4: 2,275 shares; 2026Q1: 2,245 shares 2,245 $611K 0.12% -30 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,821 shares; 2024Q4: 33,369 shares; 2025Q1: 32,099 shares; 2025Q2: 32,099 shares; 2025Q3: 31,149 shares; 2025Q4: 30,949 shares; 2026Q1: 30,397 shares 30,397 $609K 0.12% -552 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: 2,221 shares; 2024Q4: 2,230 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,411 shares; 2025Q4: 2,535 shares; 2026Q1: 2,811 shares 2,811 $605K 0.12% +276 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,263 shares; 2024Q4: 16,057 shares; 2025Q1: 16,320 shares; 2025Q2: 16,320 shares; 2025Q3: 15,520 shares; 2025Q4: 12,656 shares; 2026Q1: 15,456 shares 15,456 $603K 0.12% +2,800 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 5,644 shares; 2025Q4: 6,727 shares; 2026Q1: 8,517 shares 8,517 $590K 0.12% +1,790 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: 6,431 shares; 2024Q4: 6,061 shares; 2025Q1: 6,042 shares; 2025Q2: 5,817 shares; 2025Q3: 5,752 shares; 2025Q4: 5,487 shares; 2026Q1: 5,403 shares 5,403 $571K 0.11% -84 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: 1,360 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $558K 0.11% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,778 shares; 2024Q4: 13,778 shares; 2025Q1: 13,528 shares; 2025Q2: 13,528 shares; 2025Q3: 13,528 shares; 2025Q4: 13,524 shares; 2026Q1: 13,407 shares 13,407 $550K 0.11% -117 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,541 shares; 2025Q1: 2,140 shares; 2025Q2: 2,230 shares; 2025Q3: 2,229 shares; 2025Q4: 2,387 shares; 2026Q1: 3,037 shares 3,037 $547K 0.11% +650 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: 26,282 shares; 2024Q4: 27,685 shares; 2025Q1: 25,690 shares; 2025Q2: 25,197 shares; 2025Q3: 21,622 shares; 2025Q4: 16,899 shares; 2026Q1: 18,749 shares 18,749 $538K 0.11% +1,850 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,720 shares; 2025Q3: 8,945 shares; 2025Q4: 9,182 shares; 2026Q1: 9,382 shares 9,382 $535K 0.11% +200 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 924 shares; 2026Q1: 1,387 shares 1,387 $527K 0.11% +463 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: 583 shares; 2025Q1: 588 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares 544 $523K 0.11% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,326 shares; 2025Q1: 14,930 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,627 shares; 2026Q1: 14,284 shares 14,284 $507K 0.1% -343 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: 8,577 shares; 2024Q4: 9,345 shares; 2025Q1: 9,023 shares; 2025Q2: 7,703 shares; 2025Q3: 6,525 shares; 2025Q4: 6,339 shares; 2026Q1: 6,028 shares 6,028 $505K 0.1% -311 Timeline SOXX 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: 1,509 shares; 2024Q4: 1,509 shares; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $490K 0.1% 0 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: 14,081 shares; 2024Q4: 14,012 shares; 2025Q1: 13,676 shares; 2025Q2: 13,482 shares; 2025Q3: 11,882 shares; 2025Q4: 10,834 shares; 2026Q1: 10,598 shares 10,598 $485K 0.1% -236 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: 4,742 shares; 2026Q1: 4,200 shares 4,200 $485K 0.1% -542 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: 3,425 shares; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 6,965 shares 6,965 $470K 0.09% +3,390 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 2,983 shares; 2025Q1: 2,983 shares; 2025Q2: 2,983 shares; 2025Q3: 2,983 shares; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares 2,783 $462K 0.09% 0 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: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,413 shares 1,413 $453K 0.09% -80 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $450K 0.09% 0 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: 6,111 shares; 2024Q4: 6,081 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 4,869 shares; 2025Q4: 4,440 shares; 2026Q1: 4,376 shares 4,376 $449K 0.09% -64 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: 1,256 shares; 2024Q4: 1,277 shares; 2025Q1: 1,294 shares; 2025Q2: 950 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 900 shares 900 $442K 0.09% -13 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: 6,106 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 6,056 shares; 2025Q3: 6,056 shares; 2025Q4: 5,806 shares; 2026Q1: 6,006 shares 6,006 $435K 0.09% +200 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: 11,265 shares; 2024Q4: 11,688 shares; 2025Q1: 12,041 shares; 2025Q2: 11,790 shares; 2025Q3: 10,299 shares; 2025Q4: 8,022 shares; 2026Q1: 7,413 shares 7,413 $427K 0.09% -609 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 943 shares; 2025Q4: 835 shares; 2026Q1: 993 shares 993 $427K 0.09% +158 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: 2,100 shares; 2024Q4: 2,116 shares; 2025Q1: 2,181 shares; 2025Q2: 2,176 shares; 2025Q3: 1,923 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $421K 0.08% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,238 shares; 2025Q1: 2,272 shares; 2025Q2: 2,292 shares; 2025Q3: 2,296 shares; 2025Q4: 2,301 shares; 2026Q1: 2,541 shares 2,541 $421K 0.08% +240 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,256 shares; 2024Q4: 16,839 shares; 2025Q1: 9,930 shares; 2025Q2: 11,374 shares; 2025Q3: 14,060 shares; 2025Q4: 10,900 shares; 2026Q1: 11,388 shares 11,388 $419K 0.08% +488 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: 3,270 shares; 2024Q4: 2,974 shares; 2025Q1: 2,949 shares; 2025Q2: 2,953 shares; 2025Q3: 2,957 shares; 2025Q4: 2,936 shares; 2026Q1: 3,148 shares 3,148 $413K 0.08% +212 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: 14,637 shares; 2024Q4: 15,247 shares; 2025Q1: 14,527 shares; 2025Q2: 12,897 shares; 2025Q3: 12,267 shares; 2025Q4: 8,885 shares; 2026Q1: 8,738 shares 8,738 $411K 0.08% -147 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $392K 0.08% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 5,875 shares; 2025Q4: 9,008 shares; 2026Q1: 12,959 shares 12,959 $389K 0.08% +3,951 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,866 shares 2,866 $388K 0.08% new Timeline XRT 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 4,800 shares 4,800 $386K 0.08% -1,200 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: 2,242 shares; 2024Q4: 2,192 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,042 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares 1,842 $384K 0.08% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 8,511 shares; 2025Q1: 8,395 shares; 2025Q2: 8,463 shares; 2025Q3: 7,025 shares; 2025Q4: 7,086 shares; 2026Q1: 7,118 shares 7,118 $372K 0.07% +32 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: 6,895 shares; 2024Q4: 6,436 shares; 2025Q1: 6,336 shares; 2025Q2: not reported; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares; 2026Q1: 9,836 shares 9,836 $372K 0.07% +1,500 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: 1,515 shares; 2024Q4: 1,536 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares 1,511 $367K 0.07% 0 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: 931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,053 shares; 2026Q1: 1,390 shares 1,390 $364K 0.07% +337 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,801 shares 3,801 $358K 0.07% new 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: 5,102 shares; 2024Q4: 5,153 shares; 2025Q1: 5,153 shares; 2025Q2: 5,063 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,773 shares 2,773 $357K 0.07% +20 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: 3,350 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,972 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares; 2026Q1: 3,075 shares 3,075 $348K 0.07% +50 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 854 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 750 shares 750 $346K 0.07% -100 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: 3,930 shares; 2024Q4: 3,970 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,870 shares; 2025Q4: 3,620 shares; 2026Q1: 3,526 shares 3,526 $340K 0.07% -94 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,159 shares; 2024Q4: 5,159 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,364 shares; 2025Q4: 4,159 shares; 2026Q1: 3,994 shares 3,994 $337K 0.07% -165 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 4,465 shares; 2025Q1: 4,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,715 shares; 2026Q1: 3,404 shares 3,404 $337K 0.07% -311 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,589 shares; 2024Q4: 15,887 shares; 2025Q1: 15,887 shares; 2025Q2: 16,550 shares; 2025Q3: 14,023 shares; 2025Q4: 12,283 shares; 2026Q1: 12,283 shares 12,283 $337K 0.07% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 1,645 shares; 2025Q3: 1,695 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $335K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 231 shares; 2025Q3: 251 shares; 2025Q4: 223 shares; 2026Q1: 307 shares 307 $335K 0.07% +84 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $334K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $334K 0.07% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,625 shares; 2024Q4: 6,625 shares; 2025Q1: 6,625 shares; 2025Q2: 6,625 shares; 2025Q3: 6,625 shares; 2025Q4: 6,125 shares; 2026Q1: 6,125 shares 6,125 $331K 0.07% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares; 2026Q1: 2,936 shares 2,936 $313K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares 3,217 $312K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 4,915 shares; 2025Q1: 4,951 shares; 2025Q2: 5,494 shares; 2025Q3: 4,896 shares; 2025Q4: 3,323 shares; 2026Q1: 3,228 shares 3,228 $311K 0.06% -95 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 789 shares 789 $303K 0.06% +183 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,585 shares; 2025Q3: 3,140 shares; 2025Q4: 3,063 shares; 2026Q1: 3,166 shares 3,166 $298K 0.06% +103 Timeline ICF 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $297K 0.06% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 2,046 shares; 2026Q1: 1,907 shares 1,907 $297K 0.06% -139 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: 4,377 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,284 shares; 2025Q4: 4,189 shares; 2026Q1: 4,189 shares 4,189 $296K 0.06% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 329 shares; 2025Q1: 330 shares; 2025Q2: 396 shares; 2025Q3: 283 shares; 2025Q4: 290 shares; 2026Q1: 300 shares 300 $294K 0.06% +10 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,551 shares; 2024Q4: 10,161 shares; 2025Q1: 10,161 shares; 2025Q2: 9,811 shares; 2025Q3: 9,811 shares; 2025Q4: 9,811 shares; 2026Q1: 8,825 shares 8,825 $293K 0.06% -986 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $285K 0.06% 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: 2,839 shares; 2024Q4: 2,390 shares; 2025Q1: 2,390 shares; 2025Q2: 2,290 shares; 2025Q3: 2,291 shares; 2025Q4: 2,292 shares; 2026Q1: 1,542 shares 1,542 $284K 0.06% -750 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: 1,585 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 5,625 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 6,216 shares 6,216 $282K 0.06% +500 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: 4,405 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 3,773 shares; 2026Q1: 3,791 shares 3,791 $276K 0.06% +18 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: 5,739 shares; 2024Q4: 5,719 shares; 2025Q1: 5,751 shares; 2025Q2: 4,944 shares; 2025Q3: 3,624 shares; 2025Q4: 3,552 shares; 2026Q1: 3,495 shares 3,495 $269K 0.05% -57 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,273 shares 1,273 $265K 0.05% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,697 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares; 2026Q1: 4,116 shares 4,116 $264K 0.05% +397 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: 3,599 shares; 2024Q4: 3,792 shares; 2025Q1: 3,794 shares; 2025Q2: 3,296 shares; 2025Q3: 2,758 shares; 2025Q4: 2,760 shares; 2026Q1: 2,940 shares 2,940 $263K 0.05% +180 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,083 shares; 2025Q1: 2,028 shares; 2025Q2: 1,188 shares; 2025Q3: 1,208 shares; 2025Q4: 1,184 shares; 2026Q1: 1,204 shares 1,204 $263K 0.05% +20 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,421 shares 4,421 $261K 0.05% new 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $261K 0.05% 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: 2,148 shares; 2024Q4: 1,942 shares; 2025Q1: 2,138 shares; 2025Q2: 1,357 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $257K 0.05% 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: 4,653 shares; 2024Q4: 4,572 shares; 2025Q1: 4,476 shares; 2025Q2: 4,151 shares; 2025Q3: 4,287 shares; 2025Q4: 4,152 shares; 2026Q1: 4,182 shares 4,182 $256K 0.05% +30 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,300 shares; 2025Q3: 3,270 shares; 2025Q4: 3,104 shares; 2026Q1: 3,163 shares 3,163 $253K 0.05% +59 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,753 shares; 2025Q4: 10,753 shares; 2026Q1: 10,778 shares 10,778 $251K 0.05% +25 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: 1,777 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 1,577 shares; 2025Q3: 1,177 shares; 2025Q4: 1,237 shares; 2026Q1: 1,267 shares 1,267 $250K 0.05% +30 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: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,766 shares 2,766 $250K 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares; 2026Q1: 2,681 shares 2,681 $247K 0.05% 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: not reported; 2024Q4: 3,242 shares; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 4,020 shares; 2025Q4: 4,208 shares; 2026Q1: 1,659 shares 1,659 $243K 0.05% -2,549 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,315 shares; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: 4,743 shares; 2025Q4: 4,727 shares; 2026Q1: 4,761 shares 4,761 $242K 0.05% +34 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,644 shares; 2025Q1: 2,911 shares; 2025Q2: 3,074 shares; 2025Q3: 3,364 shares; 2025Q4: 2,910 shares; 2026Q1: 1,274 shares 1,274 $238K 0.05% -1,636 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: 1,125 shares 1,125 $238K 0.05% +13 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,356 shares; 2026Q1: 2,581 shares 2,581 $237K 0.05% +225 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: 5,000 shares; 2024Q4: not reported; 2025Q1: 4,424 shares; 2025Q2: 3,601 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,169 shares 3,169 $228K 0.05% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,366 shares 2,366 $221K 0.04% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,141 shares; 2025Q2: 2,174 shares; 2025Q3: 2,191 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $220K 0.04% 0 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: 1,246 shares; 2024Q4: 1,316 shares; 2025Q1: 1,364 shares; 2025Q2: 1,497 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares 489 $218K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,724 shares 1,724 $218K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 404 shares 404 $217K 0.04% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 772 shares 772 $217K 0.04% new 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: 4,183 shares; 2024Q4: 4,183 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares 3,033 $216K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,061 shares 1,061 $215K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 544 shares 544 $213K 0.04% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,694 shares; 2026Q1: 7,295 shares 7,295 $213K 0.04% +601 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares 4,245 $211K 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 120 shares 120 $208K 0.04% -4 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: 57,958 shares; 2024Q4: 56,722 shares; 2025Q1: 56,827 shares; 2025Q2: 60,157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,406 shares 10,406 $201K 0.04% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,238 shares; 2024Q4: 11,723 shares; 2025Q1: 11,427 shares; 2025Q2: 11,427 shares; 2025Q3: 11,318 shares; 2025Q4: 11,231 shares; 2026Q1: 11,231 shares 11,231 $169K 0.03% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,650 shares; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares 10,650 $161K 0.03% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $152K 0.03% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,996 shares; 2024Q4: 52,596 shares; 2025Q1: 46,271 shares; 2025Q2: 46,271 shares; 2025Q3: 46,271 shares; 2025Q4: 46,271 shares; 2026Q1: 46,271 shares 46,271 $115K 0.02% 0 Timeline