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: 64,644 shares; 2025Q1: 63,815 shares; 2025Q2: 63,346 shares; 2025Q3: 62,734 shares; 2025Q4: 61,975 shares; 2026Q1: 61,565 shares 61,565 $22.8M 5.35% -410 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: 88,688 shares; 2025Q1: 87,418 shares; 2025Q2: 87,259 shares; 2025Q3: 86,543 shares; 2025Q4: 85,151 shares; 2026Q1: 84,074 shares 84,074 $21.3M 5.01% -1,077 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: 61,894 shares; 2025Q1: 61,550 shares; 2025Q2: 61,456 shares; 2025Q3: 60,757 shares; 2025Q4: 59,081 shares; 2026Q1: 55,554 shares 55,554 $16M 3.75% -3,527 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: 96,597 shares; 2025Q1: 95,587 shares; 2025Q2: 91,912 shares; 2025Q3: 89,114 shares; 2025Q4: 89,521 shares; 2026Q1: 85,509 shares 85,509 $14.5M 3.41% -4,012 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: 15,674 shares; 2025Q1: 14,759 shares; 2025Q2: 14,673 shares; 2025Q3: 14,687 shares; 2025Q4: 14,448 shares; 2026Q1: 14,090 shares 14,090 $14M 3.3% -358 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,699 shares; 2025Q1: 38,161 shares; 2025Q2: 37,885 shares; 2025Q3: 37,265 shares; 2025Q4: 38,324 shares; 2026Q1: 36,841 shares 36,841 $13.7M 3.21% -1,483 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: 45,155 shares; 2025Q1: 44,869 shares; 2025Q2: 45,532 shares; 2025Q3: 45,496 shares; 2025Q4: 45,093 shares; 2026Q1: 44,866 shares 44,866 $13.2M 3.1% -227 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: 75,072 shares; 2025Q1: 77,694 shares; 2025Q2: 76,273 shares; 2025Q3: 74,393 shares; 2025Q4: 72,266 shares; 2026Q1: 71,345 shares 71,345 $12.4M 2.92% -921 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,691 shares; 2025Q1: 17,247 shares; 2025Q2: 17,032 shares; 2025Q3: 16,581 shares; 2025Q4: 16,321 shares; 2026Q1: 15,769 shares 15,769 $11.2M 2.62% -552 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: 48,969 shares; 2025Q1: 49,029 shares; 2025Q2: 48,812 shares; 2025Q3: 48,955 shares; 2025Q4: 49,352 shares; 2026Q1: 48,331 shares 48,331 $10.1M 2.36% -1,021 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,300 shares; 2025Q1: 39,926 shares; 2025Q2: 38,776 shares; 2025Q3: 37,904 shares; 2025Q4: 37,489 shares; 2026Q1: 36,911 shares 36,911 $9.02M 2.12% -578 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: 27,618 shares; 2025Q1: 27,923 shares; 2025Q2: 27,926 shares; 2025Q3: 27,706 shares; 2025Q4: 27,284 shares; 2026Q1: 26,690 shares 26,690 $8.07M 1.89% -594 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: 41,407 shares; 2025Q1: 39,782 shares; 2025Q2: 39,424 shares; 2025Q3: 38,785 shares; 2025Q4: 37,768 shares; 2026Q1: 36,629 shares 36,629 $7.58M 1.78% -1,139 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: 5,664 shares; 2025Q1: 5,427 shares; 2025Q2: 5,603 shares; 2025Q3: 5,995 shares; 2025Q4: 6,012 shares; 2026Q1: 5,713 shares 5,713 $7.55M 1.77% -299 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,761 shares; 2025Q1: 49,021 shares; 2025Q2: 49,056 shares; 2025Q3: 48,931 shares; 2025Q4: 48,051 shares; 2026Q1: 46,699 shares 46,699 $7.46M 1.75% -1,352 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: 39,633 shares; 2025Q1: 39,374 shares; 2025Q2: 37,724 shares; 2025Q3: 37,724 shares; 2025Q4: 38,236 shares; 2026Q1: 36,779 shares 36,779 $7.14M 1.68% -1,457 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,132 shares; 2025Q1: 34,834 shares; 2025Q2: 33,044 shares; 2025Q3: 32,920 shares; 2025Q4: 32,799 shares; 2026Q1: 32,164 shares 32,164 $6.38M 1.5% -635 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,311 shares; 2025Q1: 13,166 shares; 2025Q2: 13,163 shares; 2025Q3: 12,563 shares; 2025Q4: 12,572 shares; 2026Q1: 12,537 shares 12,537 $6.22M 1.46% -35 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,609 shares; 2025Q1: 33,091 shares; 2025Q2: 32,271 shares; 2025Q3: 37,477 shares; 2025Q4: 37,168 shares; 2026Q1: 35,727 shares 35,727 $6.2M 1.46% -1,441 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,325 shares; 2025Q1: 4,245 shares; 2025Q2: 4,535 shares; 2025Q3: 4,635 shares; 2025Q4: 13,869 shares; 2026Q1: 12,575 shares 12,575 $5.97M 1.4% -1,294 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,540 shares; 2025Q1: 17,871 shares; 2025Q2: 17,234 shares; 2025Q3: 16,862 shares; 2025Q4: 16,720 shares; 2026Q1: 16,292 shares 16,292 $5.93M 1.39% -428 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,210 shares; 2025Q1: 3,815 shares; 2025Q2: 5,765 shares; 2025Q3: 6,995 shares; 2025Q4: 7,059 shares; 2026Q1: 6,297 shares 6,297 $5.79M 1.36% -762 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: 51,778 shares; 2025Q1: 48,920 shares; 2025Q2: 47,412 shares; 2025Q3: 46,687 shares; 2025Q4: 46,962 shares; 2026Q1: 46,912 shares 46,912 $5.64M 1.33% -50 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,776 shares; 2025Q1: 16,566 shares; 2025Q2: 16,529 shares; 2025Q3: 16,479 shares; 2025Q4: 16,050 shares; 2026Q1: 15,820 shares 15,820 $5.57M 1.31% -230 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: 30,444 shares; 2025Q1: 30,609 shares; 2025Q2: 32,335 shares; 2025Q3: 33,926 shares; 2025Q4: 35,012 shares; 2026Q1: 34,456 shares 34,456 $5.52M 1.3% -556 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,430 shares; 2025Q1: 60,890 shares; 2025Q2: 66,345 shares; 2025Q3: 65,248 shares; 2025Q4: 64,055 shares; 2026Q1: 59,426 shares 59,426 $5.37M 1.26% -4,629 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: 18,571 shares; 2025Q1: 17,918 shares; 2025Q2: 17,928 shares; 2025Q3: 17,748 shares; 2025Q4: 16,750 shares; 2026Q1: 16,426 shares 16,426 $5.35M 1.26% -324 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: 46,225 shares; 2025Q1: 48,832 shares; 2025Q2: 44,862 shares; 2025Q3: 41,603 shares; 2025Q4: 40,762 shares; 2026Q1: 36,252 shares 36,252 $5.24M 1.23% -4,510 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,969 shares; 2025Q1: 56,609 shares; 2025Q2: 50,434 shares; 2025Q3: 49,219 shares; 2025Q4: 45,053 shares; 2026Q1: 41,748 shares 41,748 $4.53M 1.06% -3,305 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: 15,247 shares; 2025Q1: 15,752 shares; 2025Q2: 15,502 shares; 2025Q3: 15,097 shares; 2025Q4: 15,647 shares; 2026Q1: 15,332 shares 15,332 $4.4M 1.03% -315 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 84,304 shares; 2025Q4: 83,171 shares; 2026Q1: 77,806 shares 77,806 $4.36M 1.02% -5,365 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: 23,844 shares; 2025Q1: 23,079 shares; 2025Q2: 22,273 shares; 2025Q3: 22,439 shares; 2025Q4: 21,603 shares; 2026Q1: 19,006 shares 19,006 $3.77M 0.88% -2,597 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: 5,520 shares; 2025Q1: 5,522 shares; 2025Q2: 5,520 shares; 2025Q3: 5,908 shares; 2025Q4: 5,712 shares; 2026Q1: 5,731 shares 5,731 $3.74M 0.88% +19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,937 shares; 2026Q1: 34,404 shares 34,404 $3.31M 0.78% +8,467 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,850 shares; 2025Q1: 88,087 shares; 2025Q2: 81,652 shares; 2025Q3: 80,210 shares; 2025Q4: 78,720 shares; 2026Q1: 79,815 shares 79,815 $3.15M 0.74% +1,095 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: 25,527 shares; 2025Q1: 23,818 shares; 2025Q2: 21,688 shares; 2025Q3: 21,914 shares; 2025Q4: 21,292 shares; 2026Q1: 19,477 shares 19,477 $3.02M 0.71% -1,815 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: 43,518 shares; 2025Q1: 41,518 shares; 2025Q2: 41,233 shares; 2025Q3: 38,833 shares; 2025Q4: 38,833 shares; 2026Q1: 38,158 shares 38,158 $2.9M 0.68% -675 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: 14,265 shares; 2025Q1: 14,265 shares; 2025Q2: 13,525 shares; 2025Q3: 13,552 shares; 2025Q4: 13,552 shares; 2026Q1: 13,512 shares 13,512 $2.61M 0.61% -40 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: 14,752 shares; 2025Q1: 14,502 shares; 2025Q2: 13,522 shares; 2025Q3: 11,740 shares; 2025Q4: 10,790 shares; 2026Q1: 10,733 shares 10,733 $2.6M 0.61% -57 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,817 shares; 2025Q2: 3,746 shares; 2025Q3: 4,669 shares; 2025Q4: 5,039 shares; 2026Q1: 11,681 shares 11,681 $2.58M 0.61% +6,642 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: 16,798 shares; 2025Q1: 14,463 shares; 2025Q2: 11,738 shares; 2025Q3: 10,684 shares; 2025Q4: 10,679 shares; 2026Q1: 11,696 shares 11,696 $2.54M 0.6% +1,017 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,616 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares; 2025Q3: 7,366 shares; 2025Q4: 7,366 shares; 2026Q1: 7,366 shares 7,366 $2.52M 0.59% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,812 shares; 2025Q1: 5,812 shares; 2025Q2: 5,602 shares; 2025Q3: 5,502 shares; 2025Q4: 5,202 shares; 2026Q1: 4,622 shares 4,622 $2.49M 0.58% -580 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: 8,583 shares; 2025Q1: 8,583 shares; 2025Q2: 8,583 shares; 2025Q3: 8,583 shares; 2025Q4: 8,583 shares; 2026Q1: 8,583 shares 8,583 $2.44M 0.57% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,311 shares; 2025Q1: 21,311 shares; 2025Q2: 18,249 shares; 2025Q3: 17,649 shares; 2025Q4: 17,649 shares; 2026Q1: 17,349 shares 17,349 $2.27M 0.53% -300 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: 16,257 shares; 2025Q1: 15,532 shares; 2025Q2: 14,072 shares; 2025Q3: 10,542 shares; 2025Q4: 10,452 shares; 2026Q1: 10,007 shares 10,007 $2.26M 0.53% -445 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: 17,772 shares; 2025Q1: 17,987 shares; 2025Q2: 17,987 shares; 2025Q3: 17,109 shares; 2025Q4: 16,890 shares; 2026Q1: 16,750 shares 16,750 $2.19M 0.51% -140 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: 17,298 shares; 2025Q1: 10,731 shares; 2025Q2: 7,753 shares; 2025Q3: 8,548 shares; 2025Q4: 9,048 shares; 2026Q1: 9,025 shares 9,025 $2.19M 0.51% -23 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,227 shares; 2025Q1: 19,462 shares; 2025Q2: 18,127 shares; 2025Q3: 17,212 shares; 2025Q4: 17,107 shares; 2026Q1: 13,835 shares 13,835 $2.11M 0.5% -3,272 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,757 shares; 2025Q1: 18,607 shares; 2025Q2: 22,267 shares; 2025Q3: 36,092 shares; 2025Q4: 29,644 shares; 2026Q1: 30,379 shares 30,379 $2.1M 0.49% +735 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,650 shares; 2025Q1: 61,896 shares; 2025Q2: 54,896 shares; 2025Q3: 55,396 shares; 2025Q4: 54,796 shares; 2026Q1: 48,796 shares 48,796 $2.06M 0.48% -6,000 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: 6,720 shares; 2025Q1: 6,505 shares; 2025Q2: 6,505 shares; 2025Q3: 6,505 shares; 2025Q4: 6,519 shares; 2026Q1: 6,445 shares 6,445 $2M 0.47% -74 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,355 shares; 2025Q1: 26,005 shares; 2025Q2: 28,905 shares; 2025Q3: 30,205 shares; 2025Q4: 30,005 shares; 2026Q1: 27,672 shares 27,672 $1.92M 0.45% -2,333 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: not reported; 2025Q1: not reported; 2025Q2: 6,003 shares; 2025Q3: 5,973 shares; 2025Q4: 5,941 shares; 2026Q1: 5,941 shares 5,941 $1.91M 0.45% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $1.88M 0.44% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,449 shares; 2025Q1: 6,445 shares; 2025Q2: 4,370 shares; 2025Q3: 3,692 shares; 2025Q4: 3,700 shares; 2026Q1: 3,708 shares 3,708 $1.82M 0.43% +8 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: 20,001 shares; 2025Q1: 21,347 shares; 2025Q2: 19,409 shares; 2025Q3: 19,409 shares; 2025Q4: 19,409 shares; 2026Q1: 18,689 shares 18,689 $1.74M 0.41% -720 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 18,930 shares 18,930 $1.72M 0.4% new 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: 16,121 shares; 2025Q1: 16,401 shares; 2025Q2: 16,401 shares; 2025Q3: 16,437 shares; 2025Q4: 15,492 shares; 2026Q1: 17,267 shares 17,267 $1.67M 0.39% +1,775 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,750 shares; 2025Q1: 10,830 shares; 2025Q2: 10,675 shares; 2025Q3: 10,825 shares; 2025Q4: 10,087 shares; 2026Q1: 9,582 shares 9,582 $1.66M 0.39% -505 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: 69,280 shares; 2025Q1: 71,825 shares; 2025Q2: 75,012 shares; 2025Q3: 74,995 shares; 2025Q4: 73,898 shares; 2026Q1: 43,541 shares 43,541 $1.6M 0.38% -30,357 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: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 2,943 shares; 2025Q4: 2,914 shares; 2026Q1: 2,764 shares 2,764 $1.6M 0.37% -150 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,456 shares; 2025Q1: 7,406 shares; 2025Q2: 7,406 shares; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares; 2026Q1: 7,161 shares 7,161 $1.55M 0.36% -115 Timeline IUSV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,805 shares 14,805 $1.51M 0.36% new 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: 4,162 shares; 2025Q1: 4,116 shares; 2025Q2: 4,111 shares; 2025Q3: 4,106 shares; 2025Q4: 4,056 shares; 2026Q1: 4,301 shares 4,301 $1.41M 0.33% +245 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: 20,845 shares; 2025Q1: 20,845 shares; 2025Q2: 20,845 shares; 2025Q3: 20,845 shares; 2025Q4: 20,845 shares; 2026Q1: 20,845 shares 20,845 $1.38M 0.32% 0 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: 4,007 shares; 2025Q1: 4,067 shares; 2025Q2: 4,067 shares; 2025Q3: 4,067 shares; 2025Q4: 4,112 shares; 2026Q1: 4,112 shares 4,112 $1.27M 0.3% 0 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: 7,546 shares; 2025Q1: 6,281 shares; 2025Q2: 6,233 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares; 2026Q1: 6,118 shares 6,118 $1.24M 0.29% -100 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 855 shares; 2025Q1: 890 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 13,265 shares; 2026Q1: 13,265 shares 13,265 $1.22M 0.29% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,000 shares; 2025Q1: 15,300 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares; 2025Q4: 14,925 shares; 2026Q1: 13,425 shares 13,425 $1.22M 0.29% -1,500 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: 41,793 shares; 2025Q1: 42,358 shares; 2025Q2: 42,358 shares; 2025Q3: 42,388 shares; 2025Q4: 42,288 shares; 2026Q1: 41,907 shares 41,907 $1.21M 0.29% -381 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: 4,016 shares; 2025Q1: 4,091 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 4,016 shares; 2026Q1: 3,890 shares 3,890 $1.18M 0.28% -126 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,521 shares 7,521 $1.17M 0.27% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,920 shares 7,920 $1.15M 0.27% new 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: 13,601 shares; 2025Q1: 13,601 shares; 2025Q2: 9,101 shares; 2025Q3: 9,101 shares; 2025Q4: 9,001 shares; 2026Q1: 7,901 shares 7,901 $1.15M 0.27% -1,100 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,069 shares; 2025Q1: 14,269 shares; 2025Q2: 14,169 shares; 2025Q3: 13,169 shares; 2025Q4: 12,669 shares; 2026Q1: 10,469 shares 10,469 $1.13M 0.27% -2,200 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,288 shares; 2025Q1: 24,543 shares; 2025Q2: 24,968 shares; 2025Q3: 25,198 shares; 2025Q4: 25,033 shares; 2026Q1: 23,533 shares 23,533 $1.12M 0.26% -1,500 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 19,000 shares 19,000 $1.11M 0.26% -6,000 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,291 shares; 2025Q1: 49,451 shares; 2025Q2: 49,286 shares; 2025Q3: 40,891 shares; 2025Q4: 16,835 shares; 2026Q1: 14,326 shares 14,326 $1.1M 0.26% -2,509 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,078 shares; 2025Q1: 9,428 shares; 2025Q2: 9,460 shares; 2025Q3: 8,606 shares; 2025Q4: 8,584 shares; 2026Q1: 8,584 shares 8,584 $1.07M 0.25% 0 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: 12,543 shares; 2025Q1: 11,948 shares; 2025Q2: 11,508 shares; 2025Q3: 11,508 shares; 2025Q4: 11,655 shares; 2026Q1: 11,359 shares 11,359 $1.06M 0.25% -296 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,092 shares; 2025Q1: 6,029 shares; 2025Q2: 6,037 shares; 2025Q3: 5,652 shares; 2025Q4: 5,532 shares; 2026Q1: 5,532 shares 5,532 $1.05M 0.25% 0 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: 37,364 shares; 2025Q1: 37,364 shares; 2025Q2: 33,864 shares; 2025Q3: 33,864 shares; 2025Q4: 33,864 shares; 2026Q1: 33,864 shares 33,864 $1.03M 0.24% 0 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: 15,145 shares; 2025Q1: 15,095 shares; 2025Q2: 15,060 shares; 2025Q3: 15,040 shares; 2025Q4: 14,880 shares; 2026Q1: 14,880 shares 14,880 $1M 0.24% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,145 shares; 2025Q1: 4,658 shares; 2025Q2: 2,698 shares; 2025Q3: 2,728 shares; 2025Q4: 2,908 shares; 2026Q1: 2,889 shares 2,889 $997K 0.23% -19 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 925 shares; 2025Q4: 921 shares; 2026Q1: 921 shares 921 $983K 0.23% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,847 shares; 2025Q1: 6,541 shares; 2025Q2: 4,830 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $932K 0.22% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,008 shares; 2025Q1: 5,518 shares; 2025Q2: 5,608 shares; 2025Q3: 2,083 shares; 2025Q4: 2,043 shares; 2026Q1: 2,063 shares 2,063 $921K 0.22% +20 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,150 shares 7,150 $916K 0.22% new 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: 7,226 shares; 2025Q1: 7,201 shares; 2025Q2: 7,201 shares; 2025Q3: 6,727 shares; 2025Q4: 6,572 shares; 2026Q1: 6,131 shares 6,131 $902K 0.21% -441 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: 18,615 shares; 2025Q1: 16,711 shares; 2025Q2: 16,711 shares; 2025Q3: 16,551 shares; 2025Q4: 16,551 shares; 2026Q1: 14,829 shares 14,829 $899K 0.21% -1,722 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,691 shares; 2025Q1: 4,050 shares; 2025Q2: 3,885 shares; 2025Q3: 3,875 shares; 2025Q4: 3,118 shares; 2026Q1: 3,418 shares 3,418 $890K 0.21% +300 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: 23,127 shares; 2025Q1: 23,127 shares; 2025Q2: 23,127 shares; 2025Q3: 23,127 shares; 2025Q4: 23,127 shares; 2026Q1: 23,127 shares 23,127 $875K 0.21% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 7,440 shares; 2026Q1: 6,400 shares 6,400 $870K 0.2% -1,040 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: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 1,059 shares; 2026Q1: 1,809 shares 1,809 $867K 0.2% +750 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,088 shares; 2025Q1: 14,990 shares; 2025Q2: 11,995 shares; 2025Q3: 4,970 shares; 2025Q4: 4,940 shares; 2026Q1: 4,966 shares 4,966 $852K 0.2% +26 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: 3,220 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 2,849 shares; 2026Q1: 2,605 shares 2,605 $852K 0.2% -244 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,567 shares; 2025Q1: 11,502 shares; 2025Q2: 11,502 shares; 2025Q3: 11,502 shares; 2025Q4: 11,502 shares; 2026Q1: 11,502 shares 11,502 $820K 0.19% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,061 shares; 2025Q1: 16,046 shares; 2025Q2: 13,956 shares; 2025Q3: 12,456 shares; 2025Q4: 12,456 shares; 2026Q1: 7,900 shares 7,900 $811K 0.19% -4,556 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: 7,410 shares; 2025Q1: 7,410 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 7,308 shares; 2026Q1: 7,160 shares 7,160 $786K 0.18% -148 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,864 shares; 2025Q1: 2,864 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares; 2025Q4: 2,864 shares; 2026Q1: 2,864 shares 2,864 $764K 0.18% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,275 shares; 2025Q1: 8,175 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,893 shares; 2026Q1: 4,593 shares 4,593 $759K 0.18% -300 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: 3,495 shares; 2025Q1: 3,615 shares; 2025Q2: 3,425 shares; 2025Q3: 2,921 shares; 2025Q4: 2,608 shares; 2026Q1: 2,585 shares 2,585 $751K 0.18% -23 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: 16,023 shares; 2025Q1: 15,450 shares; 2025Q2: 15,450 shares; 2025Q3: 15,150 shares; 2025Q4: 14,900 shares; 2026Q1: 14,752 shares 14,752 $741K 0.17% -148 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,006 shares; 2025Q1: 17,466 shares; 2025Q2: 17,166 shares; 2025Q3: 16,572 shares; 2025Q4: 13,946 shares; 2026Q1: 13,896 shares 13,896 $701K 0.16% -50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares 3,250 $694K 0.16% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 523 shares; 2026Q1: 483 shares 483 $666K 0.16% -40 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,150 shares; 2026Q1: 3,150 shares 3,150 $655K 0.15% 0 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: 5,030 shares; 2025Q1: 5,030 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares 4,960 $655K 0.15% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,683 shares; 2025Q1: 2,053 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares 2,033 $652K 0.15% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,485 shares; 2025Q4: 5,485 shares; 2026Q1: 4,810 shares 4,810 $651K 0.15% -675 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: 18,719 shares; 2025Q1: 16,869 shares; 2025Q2: 16,229 shares; 2025Q3: 14,416 shares; 2025Q4: 14,416 shares; 2026Q1: 14,416 shares 14,416 $636K 0.15% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,259 shares; 2025Q1: 2,319 shares; 2025Q2: 2,319 shares; 2025Q3: 2,319 shares; 2025Q4: 2,319 shares; 2026Q1: 2,294 shares 2,294 $631K 0.15% -25 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: 9,372 shares; 2025Q1: 9,047 shares; 2025Q2: 9,582 shares; 2025Q3: 8,591 shares; 2025Q4: 7,661 shares; 2026Q1: 7,606 shares 7,606 $618K 0.15% -55 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: 946 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 1,057 shares 1,057 $604K 0.14% +66 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: 9,622 shares; 2025Q1: 9,052 shares; 2025Q2: 8,838 shares; 2025Q3: 5,181 shares; 2025Q4: 5,081 shares; 2026Q1: 4,976 shares 4,976 $603K 0.14% -105 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: 6,170 shares; 2025Q1: 6,420 shares; 2025Q2: 6,020 shares; 2025Q3: 5,800 shares; 2025Q4: 5,730 shares; 2026Q1: 6,182 shares 6,182 $596K 0.14% +452 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,565 shares; 2025Q4: 4,350 shares; 2026Q1: 4,165 shares 4,165 $580K 0.14% -185 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD 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: 7,050 shares; 2025Q4: 11,250 shares; 2026Q1: 11,050 shares 11,050 $572K 0.13% -200 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: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,225 shares; 2025Q4: 2,082 shares; 2026Q1: 1,685 shares 1,685 $569K 0.13% -397 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $556K 0.13% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,910 shares; 2025Q1: 2,210 shares; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares 2,215 $550K 0.13% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $514K 0.12% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,008 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares 1,078 $497K 0.12% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,525 shares; 2025Q1: 4,525 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,377 shares 4,377 $495K 0.12% -148 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: 2,121 shares; 2025Q1: 2,118 shares; 2025Q2: 1,263 shares; 2025Q3: 1,237 shares; 2025Q4: 956 shares; 2026Q1: 989 shares 989 $494K 0.12% +33 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: 2,183 shares; 2025Q1: 2,128 shares; 2025Q2: 2,178 shares; 2025Q3: 2,248 shares; 2025Q4: 2,873 shares; 2026Q1: 3,073 shares 3,073 $483K 0.11% +200 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,470 shares 1,470 $483K 0.11% -160 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,524 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 4,158 shares; 2025Q4: 4,918 shares; 2026Q1: 4,973 shares 4,973 $483K 0.11% +55 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: 8,344 shares; 2025Q1: 8,104 shares; 2025Q2: 8,964 shares; 2025Q3: 8,964 shares; 2025Q4: 8,526 shares; 2026Q1: 8,526 shares 8,526 $471K 0.11% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 851 shares; 2026Q1: 851 shares 851 $467K 0.11% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,958 shares; 2025Q1: 1,958 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares; 2026Q1: 1,958 shares 1,958 $463K 0.11% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares 2,774 $456K 0.11% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,830 shares; 2025Q1: 9,752 shares; 2025Q2: 9,592 shares; 2025Q3: 9,392 shares; 2025Q4: 9,092 shares; 2026Q1: 8,870 shares 8,870 $456K 0.11% -222 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: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,500 shares 2,500 $455K 0.11% +100 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: 3,578 shares; 2025Q1: 3,698 shares; 2025Q2: 4,170 shares; 2025Q3: 4,283 shares; 2025Q4: 4,324 shares; 2026Q1: 2,365 shares 2,365 $441K 0.1% -1,959 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: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,600 shares; 2025Q4: 1,413 shares; 2026Q1: 1,763 shares 1,763 $430K 0.1% +350 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,315 shares; 2025Q1: 4,250 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $413K 0.1% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $411K 0.1% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,652 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares 4,652 $389K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $382K 0.09% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,320 shares; 2025Q1: 9,320 shares; 2025Q2: 9,320 shares; 2025Q3: 8,095 shares; 2025Q4: 8,095 shares; 2026Q1: 8,095 shares 8,095 $371K 0.09% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,781 shares; 2025Q1: 4,196 shares; 2025Q2: 4,280 shares; 2025Q3: 4,236 shares; 2025Q4: 4,152 shares; 2026Q1: 4,146 shares 4,146 $367K 0.09% -6 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,015 shares 1,015 $364K 0.09% new 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: not reported; 2026Q1: 3,018 shares 3,018 $348K 0.08% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares 1,521 $327K 0.08% 0 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: 2,353 shares; 2025Q1: 2,379 shares; 2025Q2: 2,022 shares; 2025Q3: 1,677 shares; 2025Q4: 1,584 shares; 2026Q1: 1,324 shares 1,324 $322K 0.08% -260 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,748 shares; 2025Q1: 6,738 shares; 2025Q2: 6,648 shares; 2025Q3: 6,602 shares; 2025Q4: 3,676 shares; 2026Q1: 3,386 shares 3,386 $316K 0.07% -290 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,208 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,071 shares; 2025Q4: 2,071 shares; 2026Q1: 1,996 shares 1,996 $315K 0.07% -75 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: 4,101 shares; 2025Q1: 4,101 shares; 2025Q2: 4,101 shares; 2025Q3: 4,101 shares; 2025Q4: 4,154 shares; 2026Q1: 3,882 shares 3,882 $309K 0.07% -272 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $307K 0.07% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $305K 0.07% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 975 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares 1,032 $305K 0.07% 0 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: 2,869 shares; 2025Q1: 2,801 shares; 2025Q2: 2,890 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 500 shares 500 $302K 0.07% -30 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: 3,850 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $299K 0.07% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,175 shares; 2025Q1: 3,175 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 3,175 shares; 2026Q1: 3,175 shares 3,175 $297K 0.07% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,515 shares; 2025Q1: 7,214 shares; 2025Q2: 6,143 shares; 2025Q3: 4,968 shares; 2025Q4: 5,436 shares; 2026Q1: 5,661 shares 5,661 $294K 0.07% +225 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,902 shares; 2025Q1: 11,452 shares; 2025Q2: 10,205 shares; 2025Q3: 4,030 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares 3,417 $291K 0.07% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares 820 $288K 0.07% 0 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: 6,268 shares; 2025Q1: 6,233 shares; 2025Q2: 3,362 shares; 2025Q3: 2,815 shares; 2025Q4: 2,815 shares; 2026Q1: 2,215 shares 2,215 $285K 0.07% -600 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares 2,220 $280K 0.07% 0 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: 3,472 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,222 shares; 2025Q4: 2,972 shares; 2026Q1: 2,972 shares 2,972 $266K 0.06% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,624 shares; 2025Q1: not reported; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares; 2026Q1: 4,374 shares 4,374 $262K 0.06% -250 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares 3,190 $261K 0.06% 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: 16,128 shares; 2025Q1: 13,653 shares; 2025Q2: 13,653 shares; 2025Q3: 9,121 shares; 2025Q4: 9,121 shares; 2026Q1: 9,121 shares 9,121 $256K 0.06% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,212 shares 1,212 $253K 0.06% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,051 shares; 2025Q1: 3,051 shares; 2025Q2: 2,670 shares; 2025Q3: not reported; 2025Q4: 2,326 shares; 2026Q1: 2,165 shares 2,165 $249K 0.06% -161 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,988 shares; 2025Q3: 4,988 shares; 2025Q4: 5,088 shares; 2026Q1: 5,180 shares 5,180 $240K 0.06% +92 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: not reported; 2025Q1: 1,490 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $238K 0.06% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 735 shares; 2025Q1: 830 shares; 2025Q2: 805 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $232K 0.05% 0 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: 2,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 1,857 shares 1,857 $231K 0.05% 0 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: 1,311 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $229K 0.05% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $226K 0.05% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 1,115 shares 1,115 $220K 0.05% -645 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: not reported; 2025Q1: 3,039 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares 3,039 $218K 0.05% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,290 shares; 2025Q1: 7,990 shares; 2025Q2: 7,990 shares; 2025Q3: 7,090 shares; 2025Q4: 7,130 shares; 2026Q1: 6,430 shares 6,430 $213K 0.05% -700 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 860 shares 860 $212K 0.05% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $210K 0.05% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: not reported; 2026Q1: 1,812 shares 1,812 $210K 0.05% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,964 shares; 2025Q1: 6,964 shares; 2025Q2: 6,298 shares; 2025Q3: 5,898 shares; 2025Q4: 5,698 shares; 2026Q1: 5,550 shares 5,550 $207K 0.05% -148 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $204K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $204K 0.05% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264 $204K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares 1,550 $203K 0.05% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 15,500 shares 15,500 $103K 0.02% +1,000 Timeline