FDL 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: restricted; 2024Q4: 98,750 shares; 2025Q1: 111,524 shares; 2025Q2: 121,570 shares; 2025Q3: 128,810 shares; 2025Q4: 136,998 shares; 2026Q1: 321,226 shares 321,226 $23.7M 4.53% +184,228 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,055 shares; 2025Q1: 72,567 shares; 2025Q2: 77,781 shares; 2025Q3: 80,543 shares; 2025Q4: 82,197 shares; 2026Q1: 82,548 shares 82,548 $20.5M 3.93% +351 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 166,375 shares; 2025Q1: 178,985 shares; 2025Q2: 193,132 shares; 2025Q3: 200,719 shares; 2025Q4: 205,901 shares; 2026Q1: 207,773 shares 207,773 $20.3M 3.89% +1,872 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: restricted; 2024Q4: 596,336 shares; 2025Q1: 640,830 shares; 2025Q2: 690,681 shares; 2025Q3: 718,014 shares; 2025Q4: 741,079 shares; 2026Q1: 748,048 shares 748,048 $19.2M 3.67% +6,969 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: restricted; 2024Q4: 200,138 shares; 2025Q1: 215,002 shares; 2025Q2: 231,439 shares; 2025Q3: 241,191 shares; 2025Q4: 248,254 shares; 2026Q1: 250,238 shares 250,238 $19.2M 3.66% +1,984 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: restricted; 2024Q4: 47,903 shares; 2025Q1: 51,206 shares; 2025Q2: 54,909 shares; 2025Q3: 56,976 shares; 2025Q4: 58,423 shares; 2026Q1: 58,637 shares 58,637 $18.7M 3.56% +214 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: restricted; 2024Q4: 48,653 shares; 2025Q1: 52,251 shares; 2025Q2: 56,172 shares; 2025Q3: 58,347 shares; 2025Q4: 59,915 shares; 2026Q1: 60,322 shares 60,322 $18M 3.45% +407 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 230,028 shares; 2025Q1: 249,388 shares; 2025Q2: 271,473 shares; 2025Q3: 284,357 shares; 2025Q4: 294,790 shares; 2026Q1: 301,036 shares 301,036 $16.4M 3.14% +6,246 Timeline FHLC 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: restricted; 2024Q4: 163,095 shares; 2025Q1: 177,659 shares; 2025Q2: 194,871 shares; 2025Q3: 205,435 shares; 2025Q4: 213,079 shares; 2026Q1: 218,250 shares 218,250 $15.4M 2.93% +5,171 Timeline SPTM 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: restricted; 2024Q4: 147,994 shares; 2025Q1: 147,172 shares; 2025Q2: 144,102 shares; 2025Q3: 143,057 shares; 2025Q4: 141,148 shares; 2026Q1: 131,905 shares 131,905 $10.4M 1.99% -9,243 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: restricted; 2024Q4: 90,922 shares; 2025Q1: 117,110 shares; 2025Q2: 145,576 shares; 2025Q3: 161,518 shares; 2025Q4: 175,465 shares; 2026Q1: 193,855 shares 193,855 $9.85M 1.88% +18,390 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: restricted; 2024Q4: 48,494 shares; 2025Q1: 52,302 shares; 2025Q2: 55,271 shares; 2025Q3: 57,157 shares; 2025Q4: 59,407 shares; 2026Q1: 62,358 shares 62,358 $9.24M 1.76% +2,951 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,090 shares; 2025Q1: 165,274 shares; 2025Q2: 175,339 shares; 2025Q3: 182,045 shares; 2025Q4: 189,755 shares; 2026Q1: 198,200 shares 198,200 $8.89M 1.7% +8,445 Timeline ILCG 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: restricted; 2024Q4: 43,415 shares; 2025Q1: 55,170 shares; 2025Q2: 68,045 shares; 2025Q3: 75,205 shares; 2025Q4: 81,507 shares; 2026Q1: 90,847 shares 90,847 $8.67M 1.66% +9,340 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: restricted; 2024Q4: 37,761 shares; 2025Q1: 47,900 shares; 2025Q2: 59,127 shares; 2025Q3: 65,305 shares; 2025Q4: 70,717 shares; 2026Q1: 78,895 shares 78,895 $8.65M 1.65% +8,178 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,853 shares; 2025Q1: 70,019 shares; 2025Q2: 68,115 shares; 2025Q3: 66,915 shares; 2025Q4: 65,424 shares; 2026Q1: 60,472 shares 60,472 $8.61M 1.65% -4,952 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: restricted; 2024Q4: 210,522 shares; 2025Q1: 229,137 shares; 2025Q2: 244,259 shares; 2025Q3: 254,574 shares; 2025Q4: 267,435 shares; 2026Q1: 280,216 shares 280,216 $8.6M 1.64% +12,781 Timeline PEY 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: restricted; 2024Q4: 280,227 shares; 2025Q1: 305,727 shares; 2025Q2: 326,848 shares; 2025Q3: 341,508 shares; 2025Q4: 359,092 shares; 2026Q1: 377,215 shares 377,215 $8.08M 1.54% +18,123 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: restricted; 2024Q4: 64,755 shares; 2025Q1: 64,490 shares; 2025Q2: 62,660 shares; 2025Q3: 58,978 shares; 2025Q4: 116,181 shares; 2026Q1: 115,980 shares 115,980 $7.1M 1.36% -201 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,482 shares; 2025Q1: 100,745 shares; 2025Q2: 111,187 shares; 2025Q3: 117,980 shares; 2025Q4: 123,912 shares; 2026Q1: 131,770 shares 131,770 $6.51M 1.24% +7,858 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 395,862 shares; 2025Q1: 443,852 shares; 2025Q2: 481,270 shares; 2025Q3: 508,239 shares; 2025Q4: 540,521 shares; 2026Q1: 578,277 shares 578,277 $6.29M 1.2% +37,756 Timeline PFF 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: restricted; 2024Q4: 108,796 shares; 2025Q1: 126,301 shares; 2025Q2: 139,908 shares; 2025Q3: 149,729 shares; 2025Q4: 161,415 shares; 2026Q1: 174,498 shares 174,498 $5.29M 1.01% +13,083 Timeline IGLB 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: restricted; 2024Q4: 65,493 shares; 2025Q1: 75,935 shares; 2025Q2: 83,818 shares; 2025Q3: 89,522 shares; 2025Q4: 96,181 shares; 2026Q1: 104,226 shares 104,226 $5.17M 0.99% +8,045 Timeline PFXF 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: restricted; 2024Q4: 176,394 shares; 2025Q1: 208,598 shares; 2025Q2: 233,586 shares; 2025Q3: 251,453 shares; 2025Q4: 272,102 shares; 2026Q1: 294,161 shares 294,161 $5.16M 0.99% +22,059 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: restricted; 2024Q4: 13,218 shares; 2025Q1: 13,134 shares; 2025Q2: 13,280 shares; 2025Q3: 13,332 shares; 2025Q4: 13,307 shares; 2026Q1: 13,561 shares 13,561 $5.02M 0.96% +254 Timeline PGF 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: restricted; 2024Q4: 207,910 shares; 2025Q1: 245,789 shares; 2025Q2: 275,264 shares; 2025Q3: 297,084 shares; 2025Q4: 322,794 shares; 2026Q1: 352,719 shares 352,719 $4.85M 0.93% +29,925 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,117 shares; 2025Q1: 100,231 shares; 2025Q2: 85,576 shares; 2025Q3: 72,881 shares; 2025Q4: 65,597 shares; 2026Q1: 59,156 shares 59,156 $4.64M 0.89% -6,441 Timeline IEO 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: restricted; 2024Q4: 15,129 shares; 2025Q1: 20,810 shares; 2025Q2: 25,723 shares; 2025Q3: 29,132 shares; 2025Q4: 33,004 shares; 2026Q1: 36,891 shares 36,891 $4.61M 0.88% +3,887 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: restricted; 2024Q4: 21,501 shares; 2025Q1: 28,902 shares; 2025Q2: 34,259 shares; 2025Q3: 38,032 shares; 2025Q4: 42,041 shares; 2026Q1: 46,333 shares 46,333 $4.37M 0.83% +4,292 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: restricted; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,479 shares; 2026Q1: 6,486 shares 6,486 $4.24M 0.81% +7 Timeline DEM 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: restricted; 2024Q4: 35,890 shares; 2025Q1: 48,903 shares; 2025Q2: 58,526 shares; 2025Q3: 65,501 shares; 2025Q4: 73,266 shares; 2026Q1: 81,745 shares 81,745 $4.06M 0.78% +8,479 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,926 shares; 2025Q1: 18,040 shares; 2025Q2: 18,827 shares; 2025Q3: 18,196 shares; 2025Q4: 18,087 shares; 2026Q1: 14,725 shares 14,725 $3.74M 0.71% -3,362 Timeline PSK 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: restricted; 2024Q4: 94,480 shares; 2025Q1: 94,489 shares; 2025Q2: 93,623 shares; 2025Q3: 92,591 shares; 2025Q4: 90,729 shares; 2026Q1: 88,842 shares 88,842 $2.74M 0.52% -1,887 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: restricted; 2024Q4: 96,133 shares; 2025Q1: 95,709 shares; 2025Q2: 95,297 shares; 2025Q3: 94,109 shares; 2025Q4: 93,859 shares; 2026Q1: 92,991 shares 92,991 $2.7M 0.52% -868 Timeline MDYG 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: restricted; 2024Q4: 29,600 shares; 2025Q1: 29,468 shares; 2025Q2: 29,446 shares; 2025Q3: 28,823 shares; 2025Q4: 28,452 shares; 2026Q1: 24,129 shares 24,129 $2.32M 0.44% -4,323 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,769 shares; 2025Q1: 30,571 shares; 2025Q2: 29,152 shares; 2025Q3: 28,612 shares; 2025Q4: 27,328 shares; 2026Q1: 27,329 shares 27,329 $2M 0.38% +1 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: restricted; 2024Q4: 14,981 shares; 2025Q1: 15,059 shares; 2025Q2: 15,166 shares; 2025Q3: 15,135 shares; 2025Q4: 15,178 shares; 2026Q1: 15,260 shares 15,260 $1.85M 0.35% +82 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: restricted; 2024Q4: 50,064 shares; 2025Q1: 53,193 shares; 2025Q2: 57,743 shares; 2025Q3: 60,267 shares; 2025Q4: 59,784 shares; 2026Q1: 62,395 shares 62,395 $1.82M 0.35% +2,611 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: restricted; 2024Q4: 43,171 shares; 2025Q1: 43,378 shares; 2025Q2: 43,378 shares; 2025Q3: 43,678 shares; 2025Q4: 43,678 shares; 2026Q1: 38,527 shares 38,527 $1.77M 0.34% -5,151 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: restricted; 2024Q4: 6,569 shares; 2025Q1: 6,683 shares; 2025Q2: 6,593 shares; 2025Q3: 6,593 shares; 2025Q4: 6,593 shares; 2026Q1: 6,153 shares 6,153 $1.77M 0.34% -440 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: restricted; 2024Q4: 32,420 shares; 2025Q1: 37,791 shares; 2025Q2: 37,833 shares; 2025Q3: 37,913 shares; 2025Q4: 36,882 shares; 2026Q1: 34,820 shares 34,820 $1.75M 0.33% -2,062 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: restricted; 2024Q4: 17,993 shares; 2025Q1: 18,173 shares; 2025Q2: 18,173 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares; 2026Q1: 17,725 shares 17,725 $1.72M 0.33% +21 Timeline MLPX 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: restricted; 2024Q4: 25,562 shares; 2025Q1: 25,466 shares; 2025Q2: 25,279 shares; 2025Q3: 24,480 shares; 2025Q4: 24,176 shares; 2026Q1: 23,177 shares 23,177 $1.72M 0.33% -999 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: restricted; 2024Q4: 8,033 shares; 2025Q1: 8,678 shares; 2025Q2: 8,813 shares; 2025Q3: 8,763 shares; 2025Q4: 8,723 shares; 2026Q1: 8,220 shares 8,220 $1.71M 0.33% -503 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: restricted; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 23,701 shares; 2026Q1: 23,401 shares 23,401 $1.71M 0.33% -300 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,300 shares; 2025Q1: 42,279 shares; 2025Q2: 42,220 shares; 2025Q3: 42,165 shares; 2025Q4: 41,453 shares; 2026Q1: 41,198 shares 41,198 $1.65M 0.32% -255 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: restricted; 2024Q4: 12,090 shares; 2025Q1: 12,087 shares; 2025Q2: 11,834 shares; 2025Q3: 11,530 shares; 2025Q4: 11,425 shares; 2026Q1: 11,291 shares 11,291 $1.65M 0.31% -134 Timeline PWB 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: restricted; 2024Q4: 10,033 shares; 2025Q1: 10,828 shares; 2025Q2: 11,952 shares; 2025Q3: 12,575 shares; 2025Q4: 12,422 shares; 2026Q1: 13,003 shares 13,003 $1.64M 0.31% +581 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 37,950 shares; 2025Q2: 39,500 shares; 2025Q3: 39,500 shares; 2025Q4: 38,675 shares; 2026Q1: 38,675 shares 38,675 $1.63M 0.31% 0 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,518 shares; 2025Q1: 38,582 shares; 2025Q2: 38,395 shares; 2025Q3: 28,685 shares; 2025Q4: 27,581 shares; 2026Q1: 26,334 shares 26,334 $1.63M 0.31% -1,247 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,552 shares; 2025Q3: 25,555 shares; 2025Q4: 24,932 shares; 2026Q1: 24,934 shares 24,934 $1.61M 0.31% +2 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: restricted; 2024Q4: 7,076 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares; 2026Q1: 6,402 shares 6,402 $1.58M 0.3% -752 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 6,337 shares; 2025Q2: 7,006 shares; 2025Q3: 7,350 shares; 2025Q4: 7,228 shares; 2026Q1: 7,579 shares 7,579 $1.58M 0.3% +351 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: restricted; 2024Q4: 14,679 shares; 2025Q1: 15,887 shares; 2025Q2: 17,636 shares; 2025Q3: 18,678 shares; 2025Q4: 18,630 shares; 2026Q1: 19,653 shares 19,653 $1.48M 0.28% +1,023 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,454 shares; 2025Q1: 16,777 shares; 2025Q2: 18,714 shares; 2025Q3: 19,815 shares; 2025Q4: 19,704 shares; 2026Q1: 20,778 shares 20,778 $1.47M 0.28% +1,074 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 101,100 shares; 2025Q2: 105,975 shares; 2025Q3: 105,975 shares; 2025Q4: 103,725 shares; 2026Q1: 103,725 shares 103,725 $1.46M 0.28% 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: restricted; 2024Q4: 5,548 shares; 2025Q1: 5,995 shares; 2025Q2: 6,660 shares; 2025Q3: 7,156 shares; 2025Q4: 7,135 shares; 2026Q1: 7,519 shares 7,519 $1.44M 0.28% +384 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: restricted; 2024Q4: 9,038 shares; 2025Q1: 9,113 shares; 2025Q2: 29,763 shares; 2025Q3: 29,851 shares; 2025Q4: 29,153 shares; 2026Q1: 27,681 shares 27,681 $1.42M 0.27% -1,472 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: restricted; 2024Q4: 20,112 shares; 2025Q1: 20,537 shares; 2025Q2: 20,537 shares; 2025Q3: 20,537 shares; 2025Q4: 20,143 shares; 2026Q1: 19,767 shares 19,767 $1.42M 0.27% -376 Timeline LGOV 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: restricted; 2024Q4: 66,924 shares; 2025Q1: 66,954 shares; 2025Q2: 66,854 shares; 2025Q3: 66,761 shares; 2025Q4: 65,213 shares; 2026Q1: 65,213 shares 65,213 $1.41M 0.27% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,648 shares; 2025Q1: 14,348 shares; 2025Q2: 23,650 shares; 2025Q3: 23,653 shares; 2025Q4: 23,331 shares; 2026Q1: 23,034 shares 23,034 $1.4M 0.27% -297 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 220 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 27,775 shares; 2026Q1: 27,775 shares 27,775 $1.4M 0.27% 0 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: restricted; 2024Q4: not reported; 2025Q1: 35,350 shares; 2025Q2: 35,350 shares; 2025Q3: 35,350 shares; 2025Q4: 34,650 shares; 2026Q1: 34,650 shares 34,650 $1.4M 0.27% 0 Timeline IUSG 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: restricted; 2024Q4: 6,627 shares; 2025Q1: 7,214 shares; 2025Q2: 8,070 shares; 2025Q3: 8,531 shares; 2025Q4: 8,447 shares; 2026Q1: 8,919 shares 8,919 $1.38M 0.26% +472 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: restricted; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,237 shares 2,237 $1.35M 0.26% -364 Timeline SLYG 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: restricted; 2024Q4: 14,158 shares; 2025Q1: 14,108 shares; 2025Q2: 14,042 shares; 2025Q3: 13,931 shares; 2025Q4: 13,895 shares; 2026Q1: 13,856 shares 13,856 $1.34M 0.26% -39 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,575 shares; 2025Q1: 15,681 shares; 2025Q2: 18,706 shares; 2025Q3: 18,706 shares; 2025Q4: 16,606 shares; 2026Q1: 16,506 shares 16,506 $1.33M 0.25% -100 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: restricted; 2024Q4: 1,583 shares; 2025Q1: 2,891 shares; 2025Q2: 8,879 shares; 2025Q3: 8,891 shares; 2025Q4: 8,816 shares; 2026Q1: 8,508 shares 8,508 $1.32M 0.25% -308 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: restricted; 2024Q4: 1,662 shares; 2025Q1: 2,437 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,284 shares; 2026Q1: 7,564 shares 7,564 $1.32M 0.25% +280 Timeline FTSL 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: restricted; 2024Q4: 30,394 shares; 2025Q1: 30,286 shares; 2025Q2: 29,911 shares; 2025Q3: 29,911 shares; 2025Q4: 29,539 shares; 2026Q1: 29,346 shares 29,346 $1.31M 0.25% -193 Timeline PFFD 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: restricted; 2024Q4: 75,406 shares; 2025Q1: 75,310 shares; 2025Q2: 74,370 shares; 2025Q3: 72,659 shares; 2025Q4: 71,863 shares; 2026Q1: 69,497 shares 69,497 $1.28M 0.24% -2,366 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: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,441 shares; 2025Q4: 1,396 shares; 2026Q1: 1,324 shares 1,324 $1.27M 0.24% -72 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,001 shares; 2025Q1: 44,001 shares; 2025Q2: 44,001 shares; 2025Q3: 43,776 shares; 2025Q4: 31,820 shares; 2026Q1: 31,620 shares 31,620 $1.26M 0.24% -200 Timeline FDIS 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: restricted; 2024Q4: 9,669 shares; 2025Q1: 10,569 shares; 2025Q2: 11,902 shares; 2025Q3: 12,659 shares; 2025Q4: 12,646 shares; 2026Q1: 13,440 shares 13,440 $1.25M 0.24% +794 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,900 shares; 2025Q1: 103,900 shares; 2025Q2: 103,900 shares; 2025Q3: 103,900 shares; 2025Q4: 102,575 shares; 2026Q1: 101,250 shares 101,250 $1.24M 0.24% -1,325 Timeline CWB 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: restricted; 2024Q4: 28,462 shares; 2025Q1: 28,284 shares; 2025Q2: 27,776 shares; 2025Q3: 14,098 shares; 2025Q4: 13,614 shares; 2026Q1: 13,540 shares 13,540 $1.24M 0.24% -74 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: restricted; 2024Q4: 20,456 shares; 2025Q1: 20,619 shares; 2025Q2: 20,619 shares; 2025Q3: 20,619 shares; 2025Q4: 20,330 shares; 2026Q1: 20,130 shares 20,130 $1.23M 0.24% -200 Timeline VWOB 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: restricted; 2024Q4: 19,178 shares; 2025Q1: 19,178 shares; 2025Q2: 19,144 shares; 2025Q3: 19,144 shares; 2025Q4: 18,683 shares; 2026Q1: 18,615 shares 18,615 $1.22M 0.23% -68 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: restricted; 2024Q4: 5,446 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares; 2026Q1: 4,971 shares 4,971 $1.21M 0.23% -475 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: restricted; 2024Q4: 8,484 shares; 2025Q1: 8,903 shares; 2025Q2: 30,114 shares; 2025Q3: 30,122 shares; 2025Q4: 29,105 shares; 2026Q1: 29,064 shares 29,064 $1.21M 0.23% -41 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: restricted; 2024Q4: 9,325 shares; 2025Q1: 12,255 shares; 2025Q2: 12,261 shares; 2025Q3: 12,268 shares; 2025Q4: 12,198 shares; 2026Q1: 9,695 shares 9,695 $1.2M 0.23% -2,503 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 64,708 shares; 2025Q3: 64,708 shares; 2025Q4: 62,783 shares; 2026Q1: 62,783 shares 62,783 $1.2M 0.23% 0 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,605 shares; 2025Q1: 19,455 shares; 2025Q2: 17,836 shares; 2025Q3: 17,085 shares; 2025Q4: 15,906 shares; 2026Q1: 15,816 shares 15,816 $1.18M 0.23% -90 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: restricted; 2024Q4: 54 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 106 shares; 2025Q4: 1,088 shares; 2026Q1: 5,916 shares 5,916 $1.17M 0.22% +4,828 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: restricted; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,033 shares 4,033 $1.17M 0.22% -214 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,533 shares; 2026Q1: 14,249 shares 14,249 $1.16M 0.22% -284 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 41,859 shares 41,859 $1.14M 0.22% +41,775 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: restricted; 2024Q4: 9,550 shares; 2025Q1: 9,583 shares; 2025Q2: 9,583 shares; 2025Q3: 9,458 shares; 2025Q4: 8,008 shares; 2026Q1: 6,903 shares 6,903 $1.14M 0.22% -1,105 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: restricted; 2024Q4: 33,437 shares; 2025Q1: 33,437 shares; 2025Q2: 33,437 shares; 2025Q3: 33,437 shares; 2025Q4: 33,437 shares; 2026Q1: 31,565 shares 31,565 $1.13M 0.22% -1,872 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: restricted; 2024Q4: 12,926 shares; 2025Q1: 13,626 shares; 2025Q2: 13,626 shares; 2025Q3: 13,721 shares; 2025Q4: 13,721 shares; 2026Q1: 12,911 shares 12,911 $1.12M 0.21% -810 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 9,713 shares 9,713 $1.12M 0.21% +9,488 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 19,750 shares; 2025Q4: 19,025 shares; 2026Q1: 26,025 shares 26,025 $1.1M 0.21% +7,000 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 69,825 shares; 2025Q4: 69,025 shares; 2026Q1: 69,025 shares 69,025 $1.09M 0.21% 0 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: restricted; 2024Q4: 30,823 shares; 2025Q1: 40,676 shares; 2025Q2: 40,677 shares; 2025Q3: 40,678 shares; 2025Q4: 40,879 shares; 2026Q1: 38,481 shares 38,481 $1.08M 0.21% -2,398 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 11,875 shares; 2026Q1: 16,574 shares 16,574 $1.08M 0.21% +4,699 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: restricted; 2024Q4: 64,942 shares; 2025Q1: 42,523 shares; 2025Q2: 42,531 shares; 2025Q3: 42,590 shares; 2025Q4: 41,529 shares; 2026Q1: 37,219 shares 37,219 $1.08M 0.21% -4,310 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: restricted; 2024Q4: 9,055 shares; 2025Q1: 9,205 shares; 2025Q2: 9,205 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 8,958 shares 8,958 $1.08M 0.21% -367 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,347 shares; 2026Q1: 11,347 shares 11,347 $1.05M 0.2% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 10,800 shares 10,800 $1.04M 0.2% +10,475 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 6,350 shares 6,350 $1.03M 0.2% +6,298 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,625 shares; 2025Q1: 29,575 shares; 2025Q2: 29,575 shares; 2025Q3: 29,575 shares; 2025Q4: 29,275 shares; 2026Q1: 27,875 shares 27,875 $1.02M 0.19% -1,400 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,911 shares; 2025Q1: 16,275 shares; 2025Q2: 16,156 shares; 2025Q3: 6,195 shares; 2025Q4: 6,158 shares; 2026Q1: 25,154 shares 25,154 $1.01M 0.19% +18,996 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: restricted; 2024Q4: 14,175 shares; 2025Q1: 14,273 shares; 2025Q2: 14,273 shares; 2025Q3: 14,273 shares; 2025Q4: 14,273 shares; 2026Q1: 14,273 shares 14,273 $1.01M 0.19% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares; 2026Q1: 4,925 shares 4,925 $1.01M 0.19% -1,450 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 19,700 shares; 2025Q4: 19,125 shares; 2026Q1: 18,825 shares 18,825 $993K 0.19% -300 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: restricted; 2024Q4: 378 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 4,871 shares 4,871 $990K 0.19% +4,450 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: restricted; 2024Q4: 10,839 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,253 shares; 2025Q4: 10,031 shares; 2026Q1: 10,053 shares 10,053 $989K 0.19% +22 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,510 shares 26,510 $987K 0.19% new Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,306 shares; 2025Q1: 81,856 shares; 2025Q2: 81,856 shares; 2025Q3: 81,856 shares; 2025Q4: 48,481 shares; 2026Q1: 76,806 shares 76,806 $985K 0.19% +28,325 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,438 shares; 2026Q1: 12,438 shares 12,438 $937K 0.18% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,250 shares; 2025Q1: 21,250 shares; 2025Q2: 21,250 shares; 2025Q3: 21,250 shares; 2025Q4: 21,025 shares; 2026Q1: 20,800 shares 20,800 $923K 0.18% -225 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,404 shares; 2025Q1: 9,054 shares; 2025Q2: 13,954 shares; 2025Q3: 13,954 shares; 2025Q4: 12,304 shares; 2026Q1: 12,779 shares 12,779 $908K 0.17% +475 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: restricted; 2024Q4: 5,150 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares; 2026Q1: 4,326 shares 4,326 $900K 0.17% -873 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 40,729 shares; 2025Q4: 42,237 shares; 2026Q1: 41,919 shares 41,919 $864K 0.17% -318 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: restricted; 2024Q4: 4,484 shares; 2025Q1: 5,966 shares; 2025Q2: 5,979 shares; 2025Q3: 5,992 shares; 2025Q4: 6,004 shares; 2026Q1: 5,079 shares 5,079 $862K 0.16% -925 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: restricted; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares; 2025Q4: 18,008 shares; 2026Q1: 15,528 shares 15,528 $857K 0.16% -2,480 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: restricted; 2024Q4: 4,776 shares; 2025Q1: 4,776 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares; 2026Q1: 4,692 shares 4,692 $855K 0.16% -84 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,654 shares; 2025Q1: 27,654 shares; 2025Q2: 66,604 shares; 2025Q3: 66,604 shares; 2025Q4: 63,979 shares; 2026Q1: 63,979 shares 63,979 $852K 0.16% 0 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: restricted; 2024Q4: 813 shares; 2025Q1: 2,863 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,850 shares; 2026Q1: 2,941 shares 2,941 $844K 0.16% +91 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,225 shares 25,225 $836K 0.16% new 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: restricted; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 16,993 shares 16,993 $819K 0.16% +16,725 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,850 shares; 2025Q1: 21,850 shares; 2025Q2: 21,850 shares; 2025Q3: 21,850 shares; 2025Q4: 21,850 shares; 2026Q1: 21,850 shares 21,850 $809K 0.15% 0 Timeline RPG 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: restricted; 2024Q4: 43,969 shares; 2025Q1: 43,664 shares; 2025Q2: 18,636 shares; 2025Q3: 17,841 shares; 2025Q4: 17,766 shares; 2026Q1: 17,289 shares 17,289 $808K 0.15% -477 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: restricted; 2024Q4: 4,053 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares; 2026Q1: 2,722 shares 2,722 $801K 0.15% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,688 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,579 shares; 2026Q1: 4,290 shares 4,290 $800K 0.15% -1,289 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: restricted; 2024Q4: 26,350 shares; 2025Q1: 26,350 shares; 2025Q2: 26,350 shares; 2025Q3: 26,350 shares; 2025Q4: 23,971 shares; 2026Q1: 21,121 shares 21,121 $799K 0.15% -2,850 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: restricted; 2024Q4: 8,212 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,512 shares; 2026Q1: 8,107 shares 8,107 $781K 0.15% -405 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: restricted; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 5,090 shares; 2026Q1: 4,350 shares 4,350 $781K 0.15% -740 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,675 shares; 2026Q1: 70,675 shares 70,675 $777K 0.15% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,389 shares; 2025Q1: 10,829 shares; 2025Q2: 10,829 shares; 2025Q3: 10,829 shares; 2025Q4: 11,256 shares; 2026Q1: 11,471 shares 11,471 $772K 0.15% +215 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,088 shares; 2025Q1: 15,101 shares; 2025Q2: 15,269 shares; 2025Q3: 15,288 shares; 2025Q4: 15,294 shares; 2026Q1: 15,302 shares 15,302 $759K 0.15% +8 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: restricted; 2024Q4: 3,250 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,420 shares; 2025Q4: 2,423 shares; 2026Q1: 2,448 shares 2,448 $758K 0.14% +25 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: restricted; 2024Q4: 8,573 shares; 2025Q1: 10,419 shares; 2025Q2: 10,112 shares; 2025Q3: 10,255 shares; 2025Q4: 10,292 shares; 2026Q1: 9,875 shares 9,875 $751K 0.14% -417 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: restricted; 2024Q4: 3,320 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 2,918 shares 2,918 $724K 0.14% -190 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: restricted; 2024Q4: 140 shares; 2025Q1: 305 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 3,520 shares; 2026Q1: 3,528 shares 3,528 $718K 0.14% +8 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,225 shares; 2025Q1: 137,225 shares; 2025Q2: 137,225 shares; 2025Q3: 137,225 shares; 2025Q4: 137,225 shares; 2026Q1: 137,225 shares 137,225 $707K 0.14% 0 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,700 shares; 2025Q1: 25,044 shares; 2025Q2: 15,342 shares; 2025Q3: 14,401 shares; 2025Q4: 14,039 shares; 2026Q1: 12,386 shares 12,386 $706K 0.13% -1,653 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,017 shares; 2025Q1: 31,642 shares; 2025Q2: 31,642 shares; 2025Q3: 31,642 shares; 2025Q4: 28,067 shares; 2026Q1: 31,300 shares 31,300 $704K 0.13% +3,233 Timeline FPX 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: restricted; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,274 shares; 2026Q1: 4,371 shares 4,371 $694K 0.13% -903 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 16,950 shares; 2026Q1: 16,950 shares 16,950 $681K 0.13% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,475 shares 18,475 $679K 0.13% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,333 shares; 2025Q1: 28,533 shares; 2025Q2: 28,533 shares; 2025Q3: 28,533 shares; 2025Q4: 27,983 shares; 2026Q1: 27,783 shares 27,783 $675K 0.13% -200 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: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares; 2026Q1: 1,025 shares 1,025 $667K 0.13% -18 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: restricted; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,107 shares; 2026Q1: 7,163 shares 7,163 $666K 0.13% -2,944 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: restricted; 2024Q4: 12,437 shares; 2025Q1: 12,437 shares; 2025Q2: 12,437 shares; 2025Q3: 12,437 shares; 2025Q4: 12,062 shares; 2026Q1: 12,182 shares 12,182 $664K 0.13% +120 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: restricted; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,459 shares; 2025Q3: 4,409 shares; 2025Q4: 4,334 shares; 2026Q1: 4,296 shares 4,296 $650K 0.12% -38 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,775 shares; 2025Q1: 220,775 shares; 2025Q2: 220,775 shares; 2025Q3: 220,775 shares; 2025Q4: 220,775 shares; 2026Q1: 220,775 shares 220,775 $645K 0.12% 0 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: restricted; 2024Q4: 21,150 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 23,325 shares; 2026Q1: 21,866 shares 21,866 $628K 0.12% -1,459 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,725 shares 6,725 $622K 0.12% new 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: restricted; 2024Q4: 11,877 shares; 2025Q1: 11,877 shares; 2025Q2: 11,877 shares; 2025Q3: 11,877 shares; 2025Q4: 9,327 shares; 2026Q1: 11,773 shares 11,773 $622K 0.12% +2,446 Timeline JSMD 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: restricted; 2024Q4: 10,089 shares; 2025Q1: 8,979 shares; 2025Q2: 8,979 shares; 2025Q3: 8,979 shares; 2025Q4: 7,991 shares; 2026Q1: 7,827 shares 7,827 $621K 0.12% -164 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: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,849 shares; 2025Q2: 1,850 shares; 2025Q3: 1,868 shares; 2025Q4: 1,877 shares; 2026Q1: 1,886 shares 1,886 $620K 0.12% +9 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,277 shares; 2026Q1: 6,328 shares 6,328 $618K 0.12% +51 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: restricted; 2024Q4: 18,387 shares; 2025Q1: 18,257 shares; 2025Q2: 18,257 shares; 2025Q3: 13,588 shares; 2025Q4: 13,088 shares; 2026Q1: 12,577 shares 12,577 $613K 0.12% -511 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: restricted; 2024Q4: 4,100 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares 3,875 $609K 0.12% 0 Timeline XMMO 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: restricted; 2024Q4: 1,079 shares; 2025Q1: 1,756 shares; 2025Q2: 2,734 shares; 2025Q3: 3,300 shares; 2025Q4: 3,649 shares; 2026Q1: 4,182 shares 4,182 $606K 0.12% +533 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: restricted; 2024Q4: 15,138 shares; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,100 shares; 2026Q1: 6,750 shares 6,750 $605K 0.12% -2,350 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: restricted; 2024Q4: 1,399 shares; 2025Q1: 2,306 shares; 2025Q2: 3,493 shares; 2025Q3: 4,310 shares; 2025Q4: 4,688 shares; 2026Q1: 5,339 shares 5,339 $604K 0.12% +651 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,123 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 6,730 shares; 2025Q4: 5,586 shares; 2026Q1: 5,586 shares 5,586 $601K 0.11% 0 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 26,825 shares; 2025Q3: 26,825 shares; 2025Q4: 26,125 shares; 2026Q1: 26,400 shares 26,400 $588K 0.11% +275 Timeline XLG 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: restricted; 2024Q4: 2,877 shares; 2025Q1: 4,580 shares; 2025Q2: 7,087 shares; 2025Q3: 8,482 shares; 2025Q4: 9,300 shares; 2026Q1: 10,698 shares 10,698 $584K 0.11% +1,398 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: restricted; 2024Q4: 26,507 shares; 2025Q1: 26,288 shares; 2025Q2: 26,288 shares; 2025Q3: 26,288 shares; 2025Q4: 26,168 shares; 2026Q1: 7,719 shares 7,719 $582K 0.11% -18,449 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: restricted; 2024Q4: 8,053 shares; 2025Q1: 8,053 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares; 2025Q4: 8,053 shares; 2026Q1: 7,517 shares 7,517 $574K 0.11% -536 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,348 shares; 2025Q1: 57,348 shares; 2025Q2: 57,348 shares; 2025Q3: 57,348 shares; 2025Q4: 53,077 shares; 2026Q1: 54,211 shares 54,211 $571K 0.11% +1,134 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: restricted; 2024Q4: 21,042 shares; 2025Q1: 21,042 shares; 2025Q2: 20,607 shares; 2025Q3: 11,702 shares; 2025Q4: 6,172 shares; 2026Q1: 6,087 shares 6,087 $568K 0.11% -85 Timeline IWL 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: restricted; 2024Q4: 929 shares; 2025Q1: 1,481 shares; 2025Q2: 2,291 shares; 2025Q3: 2,750 shares; 2025Q4: 3,036 shares; 2026Q1: 3,499 shares 3,499 $561K 0.11% +463 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,325 shares; 2025Q1: 13,325 shares; 2025Q2: 13,325 shares; 2025Q3: 13,325 shares; 2025Q4: 13,325 shares; 2026Q1: 13,025 shares 13,025 $561K 0.11% -300 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,900 shares; 2025Q3: 25,900 shares; 2025Q4: 25,200 shares; 2026Q1: 25,125 shares 25,125 $560K 0.11% -75 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,287 shares; 2025Q1: 22,287 shares; 2025Q2: 22,287 shares; 2025Q3: 22,287 shares; 2025Q4: 21,715 shares; 2026Q1: 21,515 shares 21,515 $557K 0.11% -200 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: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,392 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 6,392 shares; 2026Q1: 6,142 shares 6,142 $554K 0.11% -250 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: restricted; 2024Q4: 54 shares; 2025Q1: 270 shares; 2025Q2: 5,623 shares; 2025Q3: 7,230 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares 5,730 $553K 0.11% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,169 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 8,756 shares; 2026Q1: 8,784 shares 8,784 $533K 0.1% +28 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $528K 0.1% 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: restricted; 2024Q4: 12,560 shares; 2025Q1: 12,365 shares; 2025Q2: 12,365 shares; 2025Q3: 12,365 shares; 2025Q4: 11,890 shares; 2026Q1: 11,190 shares 11,190 $526K 0.1% -700 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,945 shares; 2025Q1: 14,925 shares; 2025Q2: 14,925 shares; 2025Q3: 14,925 shares; 2025Q4: 13,625 shares; 2026Q1: 13,625 shares 13,625 $524K 0.1% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 2,950 shares 2,950 $512K 0.1% +2,925 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,445 shares; 2025Q1: 28,445 shares; 2025Q2: 28,445 shares; 2025Q3: 28,445 shares; 2025Q4: 23,520 shares; 2026Q1: 22,995 shares 22,995 $507K 0.1% -525 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: restricted; 2024Q4: 10,556 shares; 2025Q1: 9,311 shares; 2025Q2: 9,311 shares; 2025Q3: 9,311 shares; 2025Q4: 6,342 shares; 2026Q1: 4,425 shares 4,425 $502K 0.1% -1,917 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: restricted; 2024Q4: 510 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,174 shares 5,174 $497K 0.1% +174 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 10,962 shares; 2025Q3: 10,965 shares; 2025Q4: 10,605 shares; 2026Q1: 10,669 shares 10,669 $495K 0.09% +64 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,687 shares; 2025Q1: 14,687 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 9,787 shares; 2026Q1: 9,137 shares 9,137 $492K 0.09% -650 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,250 shares; 2025Q1: 20,340 shares; 2025Q2: 20,345 shares; 2025Q3: 20,345 shares; 2025Q4: 14,120 shares; 2026Q1: 14,120 shares 14,120 $488K 0.09% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,618 shares 15,618 $487K 0.09% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,907 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 7,525 shares 7,525 $482K 0.09% -541 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: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,504 shares; 2025Q3: 2,054 shares; 2025Q4: 2,029 shares; 2026Q1: 1,979 shares 1,979 $481K 0.09% -50 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: restricted; 2024Q4: 7 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 5,002 shares; 2026Q1: 6,408 shares 6,408 $477K 0.09% +1,406 Timeline RWX 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: restricted; 2024Q4: 21,056 shares; 2025Q1: 21,056 shares; 2025Q2: 20,998 shares; 2025Q3: 19,241 shares; 2025Q4: 19,037 shares; 2026Q1: 17,903 shares 17,903 $477K 0.09% -1,134 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: restricted; 2024Q4: 89 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 634 shares; 2025Q4: 739 shares; 2026Q1: 779 shares 779 $465K 0.09% +40 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: restricted; 2024Q4: 1,694 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,574 shares; 2025Q4: 1,524 shares; 2026Q1: 1,534 shares 1,534 $464K 0.09% +10 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: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 3,809 shares; 2026Q1: 3,830 shares 3,830 $453K 0.09% +21 Timeline SRET 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: restricted; 2024Q4: 25,260 shares; 2025Q1: 23,703 shares; 2025Q2: 23,634 shares; 2025Q3: 23,591 shares; 2025Q4: 23,370 shares; 2026Q1: 21,301 shares 21,301 $452K 0.09% -2,069 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: restricted; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares; 2026Q1: 3,412 shares 3,412 $447K 0.09% -675 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,166 shares; 2025Q1: 9,166 shares; 2025Q2: 9,166 shares; 2025Q3: 9,166 shares; 2025Q4: 9,166 shares; 2026Q1: 6,099 shares 6,099 $438K 0.08% -3,067 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,156 shares; 2025Q4: 15,686 shares; 2026Q1: 15,491 shares 15,491 $437K 0.08% -195 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: restricted; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 7,266 shares; 2025Q4: 7,200 shares; 2026Q1: 7,067 shares 7,067 $437K 0.08% -133 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,152 shares; 2025Q1: 39,152 shares; 2025Q2: 39,152 shares; 2025Q3: 39,152 shares; 2025Q4: 39,152 shares; 2026Q1: 61,302 shares 61,302 $435K 0.08% +22,150 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares 977 $422K 0.08% new 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: restricted; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares; 2026Q1: 1,150 shares 1,150 $410K 0.08% -2,566 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,020 shares; 2025Q1: 39,760 shares; 2025Q2: 39,760 shares; 2025Q3: 39,760 shares; 2025Q4: 39,360 shares; 2026Q1: 38,960 shares 38,960 $409K 0.08% -400 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,675 shares; 2025Q1: 36,275 shares; 2025Q2: 36,275 shares; 2025Q3: 36,275 shares; 2025Q4: 35,075 shares; 2026Q1: 34,775 shares 34,775 $395K 0.08% -300 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,946 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,709 shares; 2025Q4: 3,209 shares; 2026Q1: 3,119 shares 3,119 $391K 0.07% -90 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,891 shares; 2025Q1: 23,891 shares; 2025Q2: 23,891 shares; 2025Q3: 23,891 shares; 2025Q4: 13,274 shares; 2026Q1: 12,974 shares 12,974 $391K 0.07% -300 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,050 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares; 2026Q1: 14,050 shares 14,050 $389K 0.07% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares; 2026Q1: 8,081 shares 8,081 $379K 0.07% -440 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: restricted; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 6,775 shares; 2026Q1: 6,950 shares 6,950 $375K 0.07% +175 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,869 shares; 2025Q1: 21,669 shares; 2025Q2: 21,669 shares; 2025Q3: 21,669 shares; 2025Q4: 21,419 shares; 2026Q1: 21,169 shares 21,169 $373K 0.07% -250 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: restricted; 2024Q4: 25,606 shares; 2025Q1: 25,606 shares; 2025Q2: 25,606 shares; 2025Q3: 25,606 shares; 2025Q4: 25,084 shares; 2026Q1: 24,785 shares 24,785 $372K 0.07% -299 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: restricted; 2024Q4: 22,485 shares; 2025Q1: 22,485 shares; 2025Q2: 22,485 shares; 2025Q3: 22,485 shares; 2025Q4: 22,485 shares; 2026Q1: 21,660 shares 21,660 $368K 0.07% -825 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares 2,136 $364K 0.07% 0 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: restricted; 2024Q4: 2,148 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $358K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 812 shares 812 $345K 0.07% +775 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $339K 0.06% 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: restricted; 2024Q4: 10,207 shares; 2025Q1: 10,207 shares; 2025Q2: 10,207 shares; 2025Q3: 10,207 shares; 2025Q4: 10,207 shares; 2026Q1: 9,507 shares 9,507 $337K 0.06% -700 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: restricted; 2024Q4: 1,822 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,964 shares; 2026Q1: 1,590 shares 1,590 $329K 0.06% -374 Timeline EMLP 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: restricted; 2024Q4: 27,731 shares; 2025Q1: 26,383 shares; 2025Q2: 20,186 shares; 2025Q3: 19,592 shares; 2025Q4: 18,757 shares; 2026Q1: 7,507 shares 7,507 $328K 0.06% -11,250 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: restricted; 2024Q4: 7 shares; 2025Q1: 45 shares; 2025Q2: 1,195 shares; 2025Q3: 1,196 shares; 2025Q4: 1,180 shares; 2026Q1: 1,203 shares 1,203 $326K 0.06% +23 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,118 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 10,311 shares; 2025Q4: 8,036 shares; 2026Q1: 8,036 shares 8,036 $314K 0.06% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $313K 0.06% 0 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: restricted; 2024Q4: 36,075 shares; 2025Q1: 40,297 shares; 2025Q2: 40,297 shares; 2025Q3: 40,597 shares; 2025Q4: 39,997 shares; 2026Q1: 7,060 shares 7,060 $312K 0.06% -32,937 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,425 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $305K 0.06% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,925 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,300 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $295K 0.06% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,174 shares; 2025Q1: 6,174 shares; 2025Q2: 6,174 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares; 2026Q1: 6,174 shares 6,174 $287K 0.05% 0 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,250 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,425 shares 5,425 $286K 0.05% -200 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $280K 0.05% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 7,077 shares; 2025Q3: 7,077 shares; 2025Q4: 7,077 shares; 2026Q1: 7,077 shares 7,077 $278K 0.05% 0 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: restricted; 2024Q4: 8,176 shares; 2025Q1: 8,198 shares; 2025Q2: 8,458 shares; 2025Q3: 8,594 shares; 2025Q4: 8,894 shares; 2026Q1: 9,083 shares 9,083 $273K 0.05% +189 Timeline SDOG 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: restricted; 2024Q4: 19,587 shares; 2025Q1: 18,049 shares; 2025Q2: 17,044 shares; 2025Q3: 15,267 shares; 2025Q4: 14,802 shares; 2026Q1: 4,186 shares 4,186 $272K 0.05% -10,616 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,635 shares; 2025Q1: 28,322 shares; 2025Q2: 28,322 shares; 2025Q3: 28,322 shares; 2025Q4: 25,787 shares; 2026Q1: 27,477 shares 27,477 $271K 0.05% +1,690 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,930 shares; 2025Q1: 22,867 shares; 2025Q2: 21,967 shares; 2025Q3: 21,967 shares; 2025Q4: 21,967 shares; 2026Q1: 20,534 shares 20,534 $270K 0.05% -1,433 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6 shares; 2025Q1: 2,386 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares 2,431 $268K 0.05% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,265 shares; 2025Q1: 50,265 shares; 2025Q2: 42,415 shares; 2025Q3: 40,315 shares; 2025Q4: 40,315 shares; 2026Q1: 10,280 shares 10,280 $268K 0.05% -30,035 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: restricted; 2024Q4: 10,900 shares; 2025Q1: 10,675 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 9,875 shares; 2026Q1: 10,375 shares 10,375 $265K 0.05% +500 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: restricted; 2024Q4: 2,520 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 1,670 shares; 2026Q1: 770 shares 770 $260K 0.05% -900 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,175 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,150 shares; 2026Q1: 1,125 shares 1,125 $259K 0.05% -25 Timeline QDEF 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: restricted; 2024Q4: 2,958 shares; 2025Q1: 2,967 shares; 2025Q2: 3,076 shares; 2025Q3: 3,165 shares; 2025Q4: 3,162 shares; 2026Q1: 3,229 shares 3,229 $258K 0.05% +67 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,125 shares; 2025Q1: 39,350 shares; 2025Q2: 39,350 shares; 2025Q3: 39,350 shares; 2025Q4: 37,325 shares; 2026Q1: 38,750 shares 38,750 $257K 0.05% +1,425 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,991 shares; 2025Q1: 15,216 shares; 2025Q2: 15,216 shares; 2025Q3: 15,216 shares; 2025Q4: 14,191 shares; 2026Q1: 14,916 shares 14,916 $257K 0.05% +725 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: restricted; 2024Q4: 4,889 shares; 2025Q1: 4,959 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 2,034 shares; 2026Q1: 1,330 shares 1,330 $257K 0.05% -704 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,106 shares; 2025Q1: 30,106 shares; 2025Q2: 30,906 shares; 2025Q3: 30,906 shares; 2025Q4: 21,660 shares; 2026Q1: 21,660 shares 21,660 $250K 0.05% 0 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: restricted; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 690 shares; 2025Q3: 533 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585 $249K 0.05% 0 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: restricted; 2024Q4: 2,871 shares; 2025Q1: 2,880 shares; 2025Q2: 2,994 shares; 2025Q3: 3,083 shares; 2025Q4: 3,084 shares; 2026Q1: 3,151 shares 3,151 $249K 0.05% +67 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,695 shares; 2025Q1: 5,350 shares; 2025Q2: 5,231 shares; 2025Q3: 5,112 shares; 2025Q4: 5,027 shares; 2026Q1: 4,727 shares 4,727 $248K 0.05% -300 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: restricted; 2024Q4: 2,872 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,967 shares; 2025Q4: 2,997 shares; 2026Q1: 3,067 shares 3,067 $243K 0.05% +70 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: restricted; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 416 shares; 2026Q1: 417 shares 417 $241K 0.05% +1 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: restricted; 2024Q4: 13,832 shares; 2025Q1: 13,832 shares; 2025Q2: 13,832 shares; 2025Q3: 13,832 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $241K 0.05% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,625 shares; 2025Q1: 19,992 shares; 2025Q2: 19,992 shares; 2025Q3: 19,992 shares; 2025Q4: 18,442 shares; 2026Q1: 18,592 shares 18,592 $240K 0.05% +150 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: restricted; 2024Q4: 301 shares; 2025Q1: 300 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 417 shares 417 $239K 0.05% +18 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $237K 0.05% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $235K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,926 shares 1,926 $228K 0.04% +32 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,725 shares; 2025Q1: 16,725 shares; 2025Q2: 16,725 shares; 2025Q3: 16,725 shares; 2025Q4: 16,725 shares; 2026Q1: 16,325 shares 16,325 $226K 0.04% -400 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: restricted; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,705 shares 1,705 $225K 0.04% +47 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: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $222K 0.04% 0 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,750 shares; 2025Q1: 33,750 shares; 2025Q2: 33,750 shares; 2025Q3: 33,750 shares; 2025Q4: 32,250 shares; 2026Q1: 33,750 shares 33,750 $222K 0.04% +1,500 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,950 shares; 2025Q1: 33,625 shares; 2025Q2: 33,625 shares; 2025Q3: 33,625 shares; 2025Q4: 33,225 shares; 2026Q1: 31,925 shares 31,925 $221K 0.04% -1,300 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: restricted; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,704 shares 1,704 $219K 0.04% -195 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,498 shares; 2025Q1: 4,514 shares; 2025Q2: 4,712 shares; 2025Q3: 4,885 shares; 2025Q4: 4,944 shares; 2026Q1: 5,075 shares 5,075 $216K 0.04% +131 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: restricted; 2024Q4: 6,165 shares; 2025Q1: 4,963 shares; 2025Q2: 3,070 shares; 2025Q3: 3,576 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares 3,351 $215K 0.04% 0 Timeline ESGU 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: restricted; 2024Q4: 987 shares; 2025Q1: 1,137 shares; 2025Q2: 1,281 shares; 2025Q3: 1,343 shares; 2025Q4: 1,418 shares; 2026Q1: 1,511 shares 1,511 $214K 0.04% +93 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,476 shares; 2025Q1: 12,476 shares; 2025Q2: 12,476 shares; 2025Q3: 12,476 shares; 2025Q4: 12,326 shares; 2026Q1: 12,476 shares 12,476 $210K 0.04% +150 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,668 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,618 shares; 2026Q1: 4,618 shares 4,618 $209K 0.04% 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: restricted; 2024Q4: 8,144 shares; 2025Q1: 8,397 shares; 2025Q2: 8,397 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,125 shares 3,125 $206K 0.04% -150 Timeline IYE 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: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares 3,050 $198K 0.04% 0 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: restricted; 2024Q4: 1,211 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $197K 0.04% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,460 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $196K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,113 shares; 2026Q1: 629 shares 629 $196K 0.04% -484 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares 7,275 $193K 0.04% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $191K 0.04% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $190K 0.04% 0 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: restricted; 2024Q4: 6,644 shares; 2025Q1: 6,644 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares 6,925 $190K 0.04% 0 Timeline TFLO 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: restricted; 2024Q4: 3,206 shares; 2025Q1: 3,219 shares; 2025Q2: 3,372 shares; 2025Q3: 3,512 shares; 2025Q4: 3,633 shares; 2026Q1: 3,744 shares 3,744 $190K 0.04% +111 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares 2,906 $189K 0.04% 0 Timeline MBSD 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: restricted; 2024Q4: 7,696 shares; 2025Q1: 7,729 shares; 2025Q2: 8,114 shares; 2025Q3: 8,461 shares; 2025Q4: 8,759 shares; 2026Q1: 9,035 shares 9,035 $187K 0.04% +276 Timeline TDTF 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: restricted; 2024Q4: 6,684 shares; 2025Q1: 6,712 shares; 2025Q2: 7,044 shares; 2025Q3: 7,341 shares; 2025Q4: 7,472 shares; 2026Q1: 7,708 shares 7,708 $186K 0.04% +236 Timeline GNMA 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: restricted; 2024Q4: 3,640 shares; 2025Q1: 3,655 shares; 2025Q2: 3,835 shares; 2025Q3: 3,997 shares; 2025Q4: 4,064 shares; 2026Q1: 4,190 shares 4,190 $186K 0.04% +126 Timeline IEI 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: restricted; 2024Q4: 1,505 shares; 2025Q1: 1,510 shares; 2025Q2: 1,574 shares; 2025Q3: 1,592 shares; 2025Q4: 1,788 shares; 2026Q1: 1,566 shares 1,566 $186K 0.04% -222 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,877 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares; 2025Q4: 8,877 shares; 2026Q1: 7,081 shares 7,081 $185K 0.04% -1,796 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: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,661 shares; 2025Q3: 1,729 shares; 2025Q4: 1,791 shares; 2026Q1: 1,846 shares 1,846 $185K 0.04% +55 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,653 shares; 2025Q3: 1,567 shares; 2025Q4: 1,623 shares; 2026Q1: 1,673 shares 1,673 $185K 0.04% +50 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,885 shares; 2025Q1: 26,885 shares; 2025Q2: 26,885 shares; 2025Q3: 26,885 shares; 2025Q4: 9,894 shares; 2026Q1: 23,664 shares 23,664 $182K 0.03% +13,770 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: restricted; 2024Q4: 653 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 377 shares 377 $181K 0.03% -192 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,156 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,992 shares 5,992 $178K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,186 shares; 2025Q1: 991 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 686 shares; 2026Q1: 600 shares 600 $175K 0.03% -86 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: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,329 shares; 2025Q2: 1,323 shares; 2025Q3: 484 shares; 2025Q4: 472 shares; 2026Q1: 472 shares 472 $173K 0.03% 0 Timeline DFAX 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: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares 4,911 $167K 0.03% 0 Timeline SCHZ 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: restricted; 2024Q4: 7,094 shares; 2025Q1: 7,094 shares; 2025Q2: 7,094 shares; 2025Q3: 7,094 shares; 2025Q4: 7,094 shares; 2026Q1: 7,094 shares 7,094 $165K 0.03% 0 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 6,900 shares; 2026Q1: 7,100 shares 7,100 $164K 0.03% +200 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: restricted; 2024Q4: 875 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 875 shares; 2026Q1: 832 shares 832 $162K 0.03% -43 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,504 shares; 2025Q1: 18,554 shares; 2025Q2: 18,554 shares; 2025Q3: 18,554 shares; 2025Q4: 17,304 shares; 2026Q1: 18,554 shares 18,554 $161K 0.03% +1,250 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 2,642 shares; 2025Q3: 2,642 shares; 2025Q4: 2,642 shares; 2026Q1: 2,415 shares 2,415 $158K 0.03% -227 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: restricted; 2024Q4: 561 shares; 2025Q1: 510 shares; 2025Q2: 635 shares; 2025Q3: 432 shares; 2025Q4: 359 shares; 2026Q1: 393 shares 393 $146K 0.03% +34 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,502 shares; 2025Q1: 31,242 shares; 2025Q2: 31,242 shares; 2025Q3: 31,242 shares; 2025Q4: 30,592 shares; 2026Q1: 10,000 shares 10,000 $145K 0.03% -20,592 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,464 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares 3,514 $145K 0.03% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 2,200 shares; 2026Q1: 4,424 shares 4,424 $145K 0.03% +2,224 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 1,225 shares 1,225 $141K 0.03% -23 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,300 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,620 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares 5,020 $141K 0.03% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares 11,615 $140K 0.03% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,699 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares 1,949 $140K 0.03% 0 Timeline DFAT 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: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238 $140K 0.03% 0 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: restricted; 2024Q4: 14,000 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 14,500 shares; 2026Q1: 14,100 shares 14,100 $138K 0.03% -400 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: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 563 shares 563 $137K 0.03% +17 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $135K 0.03% 0 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares; 2025Q3: 13,050 shares; 2025Q4: 12,650 shares; 2026Q1: 12,350 shares 12,350 $134K 0.03% -300 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 2,175 shares 2,175 $133K 0.03% -900 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,672 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,760 shares; 2025Q4: 7,872 shares; 2026Q1: 8,535 shares 8,535 $133K 0.03% +663 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,604 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares 1,597 $132K 0.03% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,989 shares; 2025Q1: 44,989 shares; 2025Q2: 60,114 shares; 2025Q3: 60,114 shares; 2025Q4: 40,889 shares; 2026Q1: 7,789 shares 7,789 $130K 0.02% -33,100 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: restricted; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,631 shares; 2025Q4: 6,631 shares; 2026Q1: 6,631 shares 6,631 $127K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,995 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 375 shares; 2025Q4: 142 shares; 2026Q1: 150 shares 150 $127K 0.02% +8 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: restricted; 2024Q4: 3,008 shares; 2025Q1: 471 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 432 shares 432 $123K 0.02% +23 Timeline NULG 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: restricted; 2024Q4: 522 shares; 2025Q1: 761 shares; 2025Q2: 980 shares; 2025Q3: 1,073 shares; 2025Q4: 1,184 shares; 2026Q1: 1,335 shares 1,335 $121K 0.02% +151 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: restricted; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 645 shares; 2025Q3: 718 shares; 2025Q4: 817 shares; 2026Q1: 918 shares 918 $121K 0.02% +101 Timeline EZM 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: restricted; 2024Q4: 6,837 shares; 2025Q1: 6,753 shares; 2025Q2: 6,695 shares; 2025Q3: 6,544 shares; 2025Q4: 6,470 shares; 2026Q1: 1,799 shares 1,799 $121K 0.02% -4,671 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: restricted; 2024Q4: 419 shares; 2025Q1: 607 shares; 2025Q2: 786 shares; 2025Q3: 865 shares; 2025Q4: 955 shares; 2026Q1: 1,077 shares 1,077 $121K 0.02% +122 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: restricted; 2024Q4: 387 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 369 shares; 2025Q4: 395 shares; 2026Q1: 397 shares 397 $120K 0.02% +2 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: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $118K 0.02% 0 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: restricted; 2024Q4: 6,486 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 4,148 shares; 2025Q4: 5,193 shares; 2026Q1: 4,693 shares 4,693 $118K 0.02% -500 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: restricted; 2024Q4: 5,430 shares; 2025Q1: 4,278 shares; 2025Q2: 1,336 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $114K 0.02% 0 Timeline DLS 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: restricted; 2024Q4: 22,779 shares; 2025Q1: 22,335 shares; 2025Q2: 4,756 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares; 2026Q1: 1,395 shares 1,395 $114K 0.02% -312 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,347 shares; 2025Q1: 33,747 shares; 2025Q2: 33,747 shares; 2025Q3: 33,747 shares; 2025Q4: 32,197 shares; 2026Q1: 32,922 shares 32,922 $113K 0.02% +725 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: restricted; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 326 shares 326 $112K 0.02% +11 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 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 $112K 0.02% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 1,400 shares 1,400 $107K 0.02% +700 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 892 shares; 2026Q1: 727 shares 727 $107K 0.02% -165 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,701 shares; 2025Q1: 6,701 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,223 shares; 2026Q1: 6,223 shares 6,223 $106K 0.02% 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: restricted; 2024Q4: 1,417 shares; 2025Q1: 1,840 shares; 2025Q2: 1,822 shares; 2025Q3: 1,472 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares 1,515 $106K 0.02% 0 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: restricted; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $105K 0.02% 0 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: restricted; 2024Q4: 6,294 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 1,013 shares; 2025Q4: 647 shares; 2026Q1: 291 shares 291 $104K 0.02% -356 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: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $101K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $101K 0.02% 0 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 8,822 shares; 2025Q4: 8,822 shares; 2026Q1: 8,822 shares 8,822 $101K 0.02% 0 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,434 shares; 2025Q1: 18,267 shares; 2025Q2: 18,267 shares; 2025Q3: 18,267 shares; 2025Q4: 17,517 shares; 2026Q1: 17,517 shares 17,517 $99.7K 0.02% 0 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: restricted; 2024Q4: 3,525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 508 shares 508 $99.6K 0.02% +8 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: restricted; 2024Q4: 11,708 shares; 2025Q1: 2,337 shares; 2025Q2: 2,338 shares; 2025Q3: 1,554 shares; 2025Q4: 1,561 shares; 2026Q1: 1,270 shares 1,270 $98.5K 0.02% -291 Timeline RTH 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: restricted; 2024Q4: 3,363 shares; 2025Q1: 2,243 shares; 2025Q2: 1,542 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $94.6K 0.02% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares; 2026Q1: 2,564 shares 2,564 $92.6K 0.02% -750 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: restricted; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $91.9K 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,055 shares; 2025Q1: 11,055 shares; 2025Q2: 11,055 shares; 2025Q3: 11,055 shares; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares 10,755 $90.9K 0.02% 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: restricted; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 855 shares; 2026Q1: 865 shares 865 $90.4K 0.02% +10 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $89.8K 0.02% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $87.5K 0.02% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $86.6K 0.02% 0 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,400 shares; 2025Q1: 18,700 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 17,600 shares; 2026Q1: 17,950 shares 17,950 $86.3K 0.02% +350 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: restricted; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,171 shares 1,171 $86.2K 0.02% -38 Timeline DFAC 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: restricted; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 2,155 shares 2,155 $83.7K 0.02% -980 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 10,500 shares 10,500 $83.5K 0.02% -500 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $82.6K 0.02% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319 shares; 2025Q1: 606 shares; 2025Q2: 607 shares; 2025Q3: 657 shares; 2025Q4: 374 shares; 2026Q1: 566 shares 566 $81.7K 0.02% +192 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: restricted; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $80.8K 0.02% 0 Timeline CRBN 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: restricted; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $80.7K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 900 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $78.6K 0.02% 0 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,093 shares; 2025Q4: 8,093 shares; 2026Q1: 8,093 shares 8,093 $77.6K 0.01% 0 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,446 shares; 2025Q4: 2,446 shares; 2026Q1: 4,296 shares 4,296 $77.4K 0.01% +1,850 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares 3,145 $77.2K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $77.2K 0.01% 0 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,037 shares; 2025Q1: 25,615 shares; 2025Q2: 25,615 shares; 2025Q3: 25,615 shares; 2025Q4: 22,215 shares; 2026Q1: 25,615 shares 25,615 $76.8K 0.01% +3,400 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 1,950 shares; 2026Q1: 2,650 shares 2,650 $76.8K 0.01% +700 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 400 shares 400 $76.7K 0.01% -250 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: restricted; 2024Q4: 9,486 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 963 shares 963 $76.7K 0.01% +84 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: restricted; 2024Q4: 2,825 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $75.2K 0.01% 0 Timeline VBR 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: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 341 shares 341 $74.1K 0.01% -66 Timeline SHLD 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: restricted; 2024Q4: 438 shares; 2025Q1: 680 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $73.5K 0.01% 0 Timeline ESML 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: restricted; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $71.8K 0.01% 0 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: restricted; 2024Q4: 1,742 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925 $70.9K 0.01% 0 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,609 shares; 2025Q1: 14,609 shares; 2025Q2: 14,609 shares; 2025Q3: 14,609 shares; 2025Q4: 14,009 shares; 2026Q1: 14,609 shares 14,609 $70.3K 0.01% +600 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $69.4K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares 2,875 $68.1K 0.01% new 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: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $67.6K 0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $67K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,527 shares; 2025Q1: 2,527 shares; 2025Q2: 2,527 shares; 2025Q3: 2,477 shares; 2025Q4: 1,552 shares; 2026Q1: 1,302 shares 1,302 $66.1K 0.01% -250 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: restricted; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 426 shares; 2025Q3: 429 shares; 2025Q4: 255 shares; 2026Q1: 270 shares 270 $65.4K 0.01% +15 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: restricted; 2024Q4: 1,067 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares 1,056 $64.8K 0.01% 0 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596 shares; 2025Q1: 862 shares; 2025Q2: 1,030 shares; 2025Q3: 1,024 shares; 2025Q4: 988 shares; 2026Q1: 860 shares 860 $64.7K 0.01% -128 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,060 shares; 2025Q1: 19,060 shares; 2025Q2: 19,060 shares; 2025Q3: 19,060 shares; 2025Q4: 18,878 shares; 2026Q1: 2,200 shares 2,200 $64.4K 0.01% -16,678 Timeline IUSB 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: restricted; 2024Q4: 210 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares 1,391 $64.2K 0.01% 0 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: restricted; 2024Q4: 438 shares; 2025Q1: 689 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares 692 $63.5K 0.01% 0 Timeline VCLT 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: restricted; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $63K 0.01% 0 Timeline EMHY 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: restricted; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares 1,589 $62.6K 0.01% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares 1,117 $61K 0.01% new 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: restricted; 2024Q4: 741 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 926 shares; 2025Q4: 756 shares; 2026Q1: 275 shares 275 $59.8K 0.01% -481 Timeline NULV 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: restricted; 2024Q4: 1,103 shares; 2025Q1: 1,600 shares; 2025Q2: 1,902 shares; 2025Q3: 1,891 shares; 2025Q4: 1,314 shares; 2026Q1: 1,288 shares 1,288 $58.6K 0.01% -26 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 4,800 shares 4,800 $58.5K 0.01% -1,300 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 589 shares; 2026Q1: 589 shares 589 $56.3K 0.01% 0 Timeline SPYX 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: restricted; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,129 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares 1,051 $55.7K 0.01% 0 Timeline QYLD 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: restricted; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares 3,204 $54.9K 0.01% 0 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: restricted; 2024Q4: 319 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 583 shares 583 $54.8K 0.01% +53 Timeline MORT 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: restricted; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares; 2026Q1: 5,258 shares 5,258 $53.9K 0.01% 0 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $53.5K 0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares 5,092 $52.4K 0.01% 0 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $52.1K 0.01% 0 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,125 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares 11,750 $51.9K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $49.7K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,846 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $48.3K 0.01% 0 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: restricted; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 944 shares 944 $46.6K 0.01% -246 Timeline USXF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 301 shares; 2025Q4: 549 shares; 2026Q1: 839 shares 839 $46.3K 0.01% +290 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: restricted; 2024Q4: 247 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 142 shares 142 $46.3K 0.01% -155 Timeline DFUV 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: restricted; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares 954 $46.2K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $45.8K 0.01% 0 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 2,750 shares; 2026Q1: 3,150 shares 3,150 $45.3K 0.01% +400 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 404 shares; 2026Q1: 412 shares 412 $44.9K 0.01% +8 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,029 shares; 2025Q1: 8,093 shares; 2025Q2: 8,093 shares; 2025Q3: 7,993 shares; 2025Q4: 7,205 shares; 2026Q1: 7,903 shares 7,903 $44.3K 0.01% +698 Timeline IGM 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: restricted; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $44.1K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 800 shares; 2026Q1: 955 shares 955 $43.8K 0.01% +155 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: restricted; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 835 shares; 2025Q3: 873 shares; 2025Q4: 909 shares; 2026Q1: 909 shares 909 $43.7K 0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $43.5K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares 2,431 $43.1K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 1,391 shares 1,391 $43.1K 0.01% -718 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: restricted; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $42K 0.01% 0 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: restricted; 2024Q4: 166 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $41.9K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $41.6K 0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares 2,030 $41K 0.01% 0 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares; 2026Q1: 2,229 shares 2,229 $40.8K 0.01% -1,686 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: restricted; 2024Q4: 10,190 shares; 2025Q1: 8,338 shares; 2025Q2: 8,138 shares; 2025Q3: 4,162 shares; 2025Q4: 638 shares; 2026Q1: 280 shares 280 $40.7K 0.01% -358 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 1,984 shares; 2026Q1: 2,688 shares 2,688 $38.9K 0.01% +704 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,900 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,050 shares; 2025Q4: 10,550 shares; 2026Q1: 9,850 shares 9,850 $38.5K 0.01% -700 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: restricted; 2024Q4: 332 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 223 shares 223 $36.9K 0.01% -150 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,086 shares; 2025Q1: 29,461 shares; 2025Q2: 29,461 shares; 2025Q3: 29,461 shares; 2025Q4: 27,031 shares; 2026Q1: 28,473 shares 28,473 $36.7K 0.01% +1,442 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: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 145 shares 145 $36.3K 0.01% +15 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: restricted; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 630 shares 630 $36.3K 0.01% -457 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: restricted; 2024Q4: 6,314 shares; 2025Q1: 5,984 shares; 2025Q2: 3,608 shares; 2025Q3: 2,058 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $36.1K 0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares 3,001 $35.7K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 156 shares 156 $35.3K 0.01% -320 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: restricted; 2024Q4: 150 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 225 shares; 2026Q1: 241 shares 241 $35.3K 0.01% +16 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $35.2K 0.01% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 864 shares 864 $34.6K 0.01% -288 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: restricted; 2024Q4: 491 shares; 2025Q1: 893 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 78 shares 78 $33.6K 0.01% -1,138 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 15,900 shares; 2026Q1: 16,600 shares 16,600 $33.4K 0.01% +700 Timeline BSV 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: restricted; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 424 shares 424 $33.2K 0.01% -2 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $33.1K 0.01% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,950 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 17,950 shares; 2025Q4: 17,950 shares; 2026Q1: 17,950 shares 17,950 $33K 0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $32.7K 0.01% 0 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares 4,010 $32.6K 0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares 867 $32.1K 0.01% new Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,021 shares; 2025Q1: 11,021 shares; 2025Q2: 11,021 shares; 2025Q3: 11,021 shares; 2025Q4: 11,001 shares; 2026Q1: 10,701 shares 10,701 $31.5K 0.01% -300 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550 $30.7K 0.01% new Timeline FIW 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: restricted; 2024Q4: 399 shares; 2025Q1: 588 shares; 2025Q2: 705 shares; 2025Q3: 701 shares; 2025Q4: 677 shares; 2026Q1: 290 shares 290 $29.9K 0.01% -387 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $29.7K 0.01% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $29.6K 0.01% 0 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: restricted; 2024Q4: 844 shares; 2025Q1: 672 shares; 2025Q2: 771 shares; 2025Q3: 1,100 shares; 2025Q4: 1,133 shares; 2026Q1: 539 shares 539 $29.1K 0.01% -594 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: restricted; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 311 shares 311 $28.9K 0.01% +30 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: restricted; 2024Q4: 425 shares; 2025Q1: 364 shares; 2025Q2: 101 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $28.9K 0.01% 0 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $28.7K 0.01% 0 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: restricted; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 57 shares 57 $28.5K 0.01% +9 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: restricted; 2024Q4: 232 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $28.4K 0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares 1,214 $28.3K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 536 shares; 2025Q1: 479 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567 $28.3K 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 147 shares 147 $27.9K 0.01% -3 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: restricted; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $27.6K 0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $27.5K 0.01% 0 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: restricted; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $27.2K 0.01% 0 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,172 shares; 2026Q1: 2,472 shares 2,472 $26.5K 0.01% +300 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: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $26.3K 0.01% 0 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: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 164 shares; 2026Q1: 174 shares 174 $25.6K <0.01% +10 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: restricted; 2024Q4: 10 shares; 2025Q1: 97 shares; 2025Q2: 203 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $25.1K <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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 136 shares 136 $25.1K <0.01% +104 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152 shares 152 $24.4K <0.01% new Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 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 $24K <0.01% 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: restricted; 2024Q4: 251 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 280 shares; 2026Q1: 257 shares 257 $23.7K <0.01% -23 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $23.6K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $23.4K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares 1,008 $23.3K <0.01% 0 Timeline ANGL 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: restricted; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares 809 $23.2K <0.01% 0 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: restricted; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 996 shares; 2026Q1: 996 shares 996 $22.8K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares 1,302 $22.4K <0.01% 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: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 10 shares; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $22.3K <0.01% 0 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: restricted; 2024Q4: 112 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 141 shares 141 $22.2K <0.01% +6 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: restricted; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 475 shares; 2026Q1: 325 shares 325 $21.9K <0.01% -150 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,436 shares; 2025Q1: 47,357 shares; 2025Q2: 47,357 shares; 2025Q3: 47,357 shares; 2025Q4: 46,707 shares; 2026Q1: 517 shares 517 $21.9K <0.01% -46,190 Timeline URTH 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: restricted; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 396 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 121 shares 121 $21.8K <0.01% -130 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $21.5K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $21.5K <0.01% 0 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: restricted; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $21.4K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $20.9K <0.01% 0 Timeline FMDE 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: restricted; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 578 shares 578 $20.8K <0.01% -350 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $20.4K <0.01% 0 Timeline XAR 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: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $20.3K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $20.2K <0.01% 0 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: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 22 shares; 2026Q1: 115 shares 115 $19.8K <0.01% +93 Timeline USRT 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: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $19.6K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,950 shares; 2025Q1: 44,550 shares; 2025Q2: 44,550 shares; 2025Q3: 44,550 shares; 2025Q4: 43,725 shares; 2026Q1: 400 shares 400 $19.5K <0.01% -43,325 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,631 shares; 2025Q1: 17,911 shares; 2025Q2: 17,911 shares; 2025Q3: 17,911 shares; 2025Q4: 15,313 shares; 2026Q1: 15,073 shares 15,073 $19.3K <0.01% -240 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $19.3K <0.01% 0 Timeline SHYG 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: restricted; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $19.3K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 919 shares; 2025Q1: 1,512 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,480 shares; 2026Q1: 1,464 shares 1,464 $19.2K <0.01% -16 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares 219 $18.9K <0.01% new Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 931 shares; 2026Q1: 931 shares 931 $18.8K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares 217 $18.8K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $18.6K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $18.2K <0.01% 0 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,325 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,225 shares; 2026Q1: 500 shares 500 $18.1K <0.01% -14,725 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 395 shares 395 $18K <0.01% -225 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: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $17.9K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $17.8K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $17.3K <0.01% 0 Timeline USMV 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: restricted; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 186 shares 186 $17.2K <0.01% -85 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: restricted; 2024Q4: 34,768 shares; 2025Q1: 35,051 shares; 2025Q2: 35,051 shares; 2025Q3: 34,836 shares; 2025Q4: 33,782 shares; 2026Q1: 329 shares 329 $17.1K <0.01% -33,453 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: restricted; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $17.1K <0.01% 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: restricted; 2024Q4: 68 shares; 2025Q1: 98 shares; 2025Q2: 113 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 50 shares 50 $16.9K <0.01% +5 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123 shares; 2025Q1: 527 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $16.7K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 749 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 320 shares 320 $16K <0.01% -320 Timeline