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: 766,765 shares; 2024Q4: 1,017,793 shares; 2025Q1: 1,049,898 shares; 2025Q2: 1,076,986 shares; 2025Q3: 1,245,615 shares; 2025Q4: 1,245,586 shares; 2026Q1: 1,277,747 shares 1,277,747 $835M 30.22% +32,161 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: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 70,906 shares; 2026Q1: 5,053,447 shares 5,053,447 $233M 8.45% +4,982,541 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: 505,972 shares; 2024Q4: 435,911 shares; 2025Q1: 372,080 shares; 2025Q2: 392,067 shares; 2025Q3: 428,413 shares; 2025Q4: 409,922 shares; 2026Q1: 412,850 shares 412,850 $176M 6.37% +2,928 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: 1,386,513 shares; 2024Q4: 1,510,144 shares; 2025Q1: 1,477,876 shares; 2025Q2: 1,469,951 shares; 2025Q3: 1,611,347 shares; 2025Q4: 1,811,291 shares; 2026Q1: 1,934,375 shares 1,934,375 $175M 6.34% +123,084 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: 1,733,895 shares; 2024Q4: 1,662,671 shares; 2025Q1: 1,712,968 shares; 2025Q2: 1,740,907 shares; 2025Q3: 2,045,865 shares; 2025Q4: 2,017,792 shares; 2026Q1: 2,071,676 shares 2,071,676 $113M 4.09% +53,884 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: 204,685 shares; 2024Q4: 204,458 shares; 2025Q1: 200,534 shares; 2025Q2: 208,758 shares; 2025Q3: 223,820 shares; 2025Q4: 212,205 shares; 2026Q1: 212,575 shares 212,575 $53.9M 1.95% +370 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871,345 shares; 2024Q4: 649,185 shares; 2025Q1: 625,222 shares; 2025Q2: 639,512 shares; 2025Q3: 729,551 shares; 2025Q4: 718,986 shares; 2026Q1: 694,804 shares 694,804 $47.6M 1.72% -24,182 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718,635 shares; 2024Q4: 1,700,195 shares; 2025Q1: 1,700,195 shares; 2025Q2: 1,700,195 shares; 2025Q3: 1,700,195 shares; 2025Q4: 1,700,195 shares; 2026Q1: 950,615 shares 950,615 $44.2M 1.6% -749,580 Timeline IXUS 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: 590,574 shares; 2024Q4: 512,603 shares; 2025Q1: 486,145 shares; 2025Q2: 457,941 shares; 2025Q3: 498,358 shares; 2025Q4: 485,529 shares; 2026Q1: 469,956 shares 469,956 $40.7M 1.47% -15,573 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: 62,790 shares; 2024Q4: 58,027 shares; 2025Q1: 54,707 shares; 2025Q2: 55,296 shares; 2025Q3: 57,226 shares; 2025Q4: 58,745 shares; 2026Q1: 57,041 shares 57,041 $37.2M 1.35% -1,704 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: 91,371 shares; 2024Q4: 87,739 shares; 2025Q1: 100,479 shares; 2025Q2: 100,799 shares; 2025Q3: 104,131 shares; 2025Q4: 97,514 shares; 2026Q1: 99,549 shares 99,549 $36.9M 1.33% +2,035 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: 573,791 shares; 2024Q4: 389,292 shares; 2025Q1: 482,219 shares; 2025Q2: 460,810 shares; 2025Q3: 516,762 shares; 2025Q4: 480,929 shares; 2026Q1: 448,274 shares 448,274 $31.3M 1.13% -32,655 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: 412,717 shares; 2024Q4: 343,541 shares; 2025Q1: 362,897 shares; 2025Q2: 408,777 shares; 2025Q3: 416,066 shares; 2025Q4: 431,722 shares; 2026Q1: 442,585 shares 442,585 $29.9M 1.08% +10,863 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,405 shares; 2024Q4: 272,899 shares; 2025Q1: 353,180 shares; 2025Q2: 424,068 shares; 2025Q3: 477,932 shares; 2025Q4: 532,617 shares; 2026Q1: 576,938 shares 576,938 $27.2M 0.98% +44,321 Timeline ISTB 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: 399,542 shares; 2024Q4: 333,444 shares; 2025Q1: 341,608 shares; 2025Q2: 409,777 shares; 2025Q3: 460,948 shares; 2025Q4: 516,266 shares; 2026Q1: 559,017 shares 559,017 $27.1M 0.98% +42,751 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: 128,506 shares; 2024Q4: 127,827 shares; 2025Q1: 132,688 shares; 2025Q2: 132,620 shares; 2025Q3: 151,071 shares; 2025Q4: 168,082 shares; 2026Q1: 154,803 shares 154,803 $27M 0.98% -13,279 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: 124,237 shares; 2024Q4: 110,976 shares; 2025Q1: 108,227 shares; 2025Q2: 108,382 shares; 2025Q3: 105,043 shares; 2025Q4: 94,719 shares; 2026Q1: 91,543 shares 91,543 $26.3M 0.95% -3,176 Timeline MBB 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: 285,670 shares; 2024Q4: 184,128 shares; 2025Q1: 187,324 shares; 2025Q2: 200,741 shares; 2025Q3: 223,784 shares; 2025Q4: 233,937 shares; 2026Q1: 228,370 shares 228,370 $21.7M 0.79% -5,567 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: 54,110 shares; 2024Q4: 51,271 shares; 2025Q1: 52,077 shares; 2025Q2: 51,233 shares; 2025Q3: 52,706 shares; 2025Q4: 53,794 shares; 2026Q1: 54,265 shares 54,265 $19.3M 0.7% +471 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: 100,465 shares; 2024Q4: 113,137 shares; 2025Q1: 116,332 shares; 2025Q2: 118,548 shares; 2025Q3: 115,980 shares; 2025Q4: 113,030 shares; 2026Q1: 109,956 shares 109,956 $18.7M 0.68% -3,074 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: 44,372 shares; 2024Q4: 44,549 shares; 2025Q1: 43,670 shares; 2025Q2: 54,710 shares; 2025Q3: 56,397 shares; 2025Q4: 56,214 shares; 2026Q1: 54,734 shares 54,734 $17.6M 0.64% -1,480 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: 1,272,704 shares; 2024Q4: 605,888 shares; 2025Q1: 559,260 shares; 2025Q2: 551,610 shares; 2025Q3: 593,389 shares; 2025Q4: 594,344 shares; 2026Q1: 127,196 shares 127,196 $15.1M 0.55% -467,148 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: 53,226 shares; 2024Q4: 54,563 shares; 2025Q1: 56,831 shares; 2025Q2: 59,117 shares; 2025Q3: 54,328 shares; 2025Q4: 95,412 shares; 2026Q1: 113,725 shares 113,725 $13.8M 0.5% +18,313 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: 61,445 shares; 2024Q4: 58,736 shares; 2025Q1: 61,323 shares; 2025Q2: 62,672 shares; 2025Q3: 62,436 shares; 2025Q4: 59,440 shares; 2026Q1: 55,811 shares 55,811 $13.6M 0.49% -3,629 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: 30,295 shares; 2024Q4: 29,097 shares; 2025Q1: 30,409 shares; 2025Q2: 30,307 shares; 2025Q3: 31,766 shares; 2025Q4: 31,804 shares; 2026Q1: 28,444 shares 28,444 $13.6M 0.49% -3,360 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: 20,206 shares; 2024Q4: 20,006 shares; 2025Q1: 20,599 shares; 2025Q2: 21,428 shares; 2025Q3: 22,197 shares; 2025Q4: 22,172 shares; 2026Q1: 22,641 shares 22,641 $13M 0.47% +469 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: 154,873 shares; 2024Q4: 53,940 shares; 2025Q1: 52,662 shares; 2025Q2: 70,926 shares; 2025Q3: 64,740 shares; 2025Q4: 64,295 shares; 2026Q1: 58,701 shares 58,701 $12.5M 0.45% -5,594 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: 52,014 shares; 2024Q4: 52,808 shares; 2025Q1: 57,132 shares; 2025Q2: 56,025 shares; 2025Q3: 61,421 shares; 2025Q4: 61,633 shares; 2026Q1: 59,168 shares 59,168 $12.3M 0.45% -2,465 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: 154,022 shares; 2024Q4: 168,666 shares; 2025Q1: 171,168 shares; 2025Q2: 174,456 shares; 2025Q3: 162,571 shares; 2025Q4: 161,549 shares; 2026Q1: 162,073 shares 162,073 $10.9M 0.39% +524 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,524 shares; 2025Q1: 58,523 shares; 2025Q2: 61,549 shares; 2025Q3: 62,792 shares; 2025Q4: 56,450 shares; 2026Q1: 49,497 shares 49,497 $10.6M 0.38% -6,953 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: 63,902 shares; 2024Q4: 58,751 shares; 2025Q1: 55,768 shares; 2025Q2: 59,244 shares; 2025Q3: 53,954 shares; 2025Q4: 36,575 shares; 2026Q1: 35,530 shares 35,530 $10.5M 0.38% -1,045 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 712 shares; 2025Q2: 104,169 shares; 2025Q3: 83,042 shares; 2025Q4: 71,502 shares; 2026Q1: 70,377 shares 70,377 $10.4M 0.38% -1,125 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,448 shares; 2024Q4: 141,269 shares; 2025Q1: 137,894 shares; 2025Q2: 126,729 shares; 2025Q3: 123,966 shares; 2025Q4: 119,909 shares; 2026Q1: 117,194 shares 117,194 $10.4M 0.38% -2,715 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: 36,513 shares; 2024Q4: 35,330 shares; 2025Q1: 33,568 shares; 2025Q2: 37,310 shares; 2025Q3: 41,305 shares; 2025Q4: 31,522 shares; 2026Q1: 33,548 shares 33,548 $10.4M 0.38% +2,026 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: 34,055 shares; 2024Q4: 30,823 shares; 2025Q1: 30,147 shares; 2025Q2: 30,525 shares; 2025Q3: 33,045 shares; 2025Q4: 31,821 shares; 2026Q1: 33,524 shares 33,524 $10.1M 0.37% +1,703 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: 61,687 shares; 2024Q4: 76,066 shares; 2025Q1: 76,684 shares; 2025Q2: 82,564 shares; 2025Q3: 77,521 shares; 2025Q4: 64,826 shares; 2026Q1: 67,468 shares 67,468 $9.75M 0.35% +2,642 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: 33,629 shares; 2024Q4: 28,029 shares; 2025Q1: 28,167 shares; 2025Q2: 28,066 shares; 2025Q3: 31,723 shares; 2025Q4: 32,212 shares; 2026Q1: 32,553 shares 32,553 $9.36M 0.34% +341 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: 14,999 shares; 2024Q4: 13,714 shares; 2025Q1: 14,184 shares; 2025Q2: 13,321 shares; 2025Q3: 14,489 shares; 2025Q4: 13,986 shares; 2026Q1: 13,032 shares 13,032 $9.23M 0.33% -954 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,916 shares; 2025Q1: 2,695 shares; 2025Q2: 608 shares; 2025Q3: 25,332 shares; 2025Q4: 25,265 shares; 2026Q1: 25,260 shares 25,260 $9.17M 0.33% -5 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,725 shares; 2024Q4: 98,065 shares; 2025Q1: 70,361 shares; 2025Q2: 92,234 shares; 2025Q3: 129,427 shares; 2025Q4: 130,357 shares; 2026Q1: 123,115 shares 123,115 $9.15M 0.33% -7,242 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 21,233 shares; 2025Q4: 17,413 shares; 2026Q1: 20,080 shares 20,080 $8.76M 0.32% +2,667 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: 132,025 shares; 2024Q4: 123,242 shares; 2025Q1: 127,848 shares; 2025Q2: 136,575 shares; 2025Q3: 132,963 shares; 2025Q4: 115,163 shares; 2026Q1: 111,744 shares 111,744 $8.67M 0.31% -3,419 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,078 shares; 2024Q4: 105,413 shares; 2025Q1: 106,917 shares; 2025Q2: 118,759 shares; 2025Q3: 136,290 shares; 2025Q4: 152,552 shares; 2026Q1: 163,260 shares 163,260 $8.26M 0.3% +10,708 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: 37,931 shares; 2024Q4: 40,889 shares; 2025Q1: 41,271 shares; 2025Q2: 45,066 shares; 2025Q3: 44,301 shares; 2025Q4: 37,181 shares; 2026Q1: 37,652 shares 37,652 $8.19M 0.3% +471 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: 62,225 shares; 2024Q4: 52,152 shares; 2025Q1: 50,460 shares; 2025Q2: 53,134 shares; 2025Q3: 62,076 shares; 2025Q4: 55,609 shares; 2026Q1: 79,331 shares 79,331 $7.71M 0.28% +23,722 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: 45,193 shares; 2024Q4: 48,958 shares; 2025Q1: 49,919 shares; 2025Q2: 47,902 shares; 2025Q3: 58,202 shares; 2025Q4: 49,517 shares; 2026Q1: 57,330 shares 57,330 $7.26M 0.26% +7,813 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: 8,438 shares; 2024Q4: 7,287 shares; 2025Q1: 6,707 shares; 2025Q2: 6,995 shares; 2025Q3: 7,676 shares; 2025Q4: 7,418 shares; 2026Q1: 7,782 shares 7,782 $7.16M 0.26% +364 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: 102,453 shares; 2024Q4: 40,133 shares; 2025Q1: 41,046 shares; 2025Q2: 58,508 shares; 2025Q3: 52,378 shares; 2025Q4: 52,552 shares; 2026Q1: 56,587 shares 56,587 $7.03M 0.25% +4,035 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: 14,048 shares; 2024Q4: 12,587 shares; 2025Q1: 12,747 shares; 2025Q2: 12,905 shares; 2025Q3: 12,951 shares; 2025Q4: 13,394 shares; 2026Q1: 11,186 shares 11,186 $6.76M 0.24% -2,208 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: 28,479 shares; 2024Q4: 29,369 shares; 2025Q1: 29,288 shares; 2025Q2: 30,348 shares; 2025Q3: 30,371 shares; 2025Q4: 29,226 shares; 2026Q1: 34,059 shares 34,059 $6.75M 0.24% +4,833 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749,478 shares; 2024Q4: 733,302 shares; 2025Q1: 637,727 shares; 2025Q2: 499,857 shares; 2025Q3: 430,540 shares; 2025Q4: 398,390 shares; 2026Q1: 569,764 shares 569,764 $6.5M 0.24% +171,374 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: 114,035 shares; 2024Q4: 109,747 shares; 2025Q1: 124,836 shares; 2025Q2: 126,367 shares; 2025Q3: 112,824 shares; 2025Q4: 133,213 shares; 2026Q1: 124,212 shares 124,212 $6.24M 0.23% -9,001 Timeline IGF 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: 96,088 shares; 2024Q4: 96,724 shares; 2025Q1: 88,997 shares; 2025Q2: 88,276 shares; 2025Q3: 85,646 shares; 2025Q4: 94,648 shares; 2026Q1: 92,155 shares 92,155 $6.17M 0.22% -2,493 Timeline GVI 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: 210,202 shares; 2024Q4: 130,056 shares; 2025Q1: 115,305 shares; 2025Q2: 104,847 shares; 2025Q3: 107,914 shares; 2025Q4: 96,559 shares; 2026Q1: 55,518 shares 55,518 $5.92M 0.21% -41,041 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: 49,701 shares; 2024Q4: 43,836 shares; 2025Q1: 48,377 shares; 2025Q2: 54,941 shares; 2025Q3: 58,764 shares; 2025Q4: 56,289 shares; 2026Q1: 57,182 shares 57,182 $5.87M 0.21% +893 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: 83,849 shares; 2024Q4: 79,684 shares; 2025Q1: 79,083 shares; 2025Q2: 77,562 shares; 2025Q3: 67,612 shares; 2025Q4: 47,710 shares; 2026Q1: 46,753 shares 46,753 $5.82M 0.21% -957 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: 40,564 shares; 2024Q4: 39,614 shares; 2025Q1: 39,798 shares; 2025Q2: 39,699 shares; 2025Q3: 39,268 shares; 2025Q4: 40,141 shares; 2026Q1: 40,088 shares 40,088 $5.74M 0.21% -53 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,582 shares; 2024Q4: 121,648 shares; 2025Q1: 117,874 shares; 2025Q2: 113,525 shares; 2025Q3: 114,730 shares; 2025Q4: 111,010 shares; 2026Q1: 116,614 shares 116,614 $5.72M 0.21% +5,604 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: 60,794 shares; 2024Q4: 135,741 shares; 2025Q1: 84,452 shares; 2025Q2: 66,487 shares; 2025Q3: 65,178 shares; 2025Q4: 67,023 shares; 2026Q1: 54,268 shares 54,268 $5.39M 0.2% -12,755 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: 67,211 shares; 2024Q4: 65,667 shares; 2025Q1: 65,144 shares; 2025Q2: 64,202 shares; 2025Q3: 56,364 shares; 2025Q4: 60,736 shares; 2026Q1: 54,300 shares 54,300 $5.27M 0.19% -6,436 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,541 shares; 2024Q4: 76,271 shares; 2025Q1: 88,794 shares; 2025Q2: 80,294 shares; 2025Q3: 78,036 shares; 2025Q4: 74,451 shares; 2026Q1: 70,370 shares 70,370 $5.24M 0.19% -4,081 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: 21,597 shares; 2024Q4: 26,315 shares; 2025Q1: 27,049 shares; 2025Q2: 21,436 shares; 2025Q3: 24,868 shares; 2025Q4: 24,622 shares; 2026Q1: 24,911 shares 24,911 $5.15M 0.19% +289 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 3,961 shares; 2025Q1: 5,381 shares; 2025Q2: 35,560 shares; 2025Q3: 30,516 shares; 2025Q4: 30,768 shares; 2026Q1: 27,880 shares 27,880 $5.14M 0.19% -2,888 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,391 shares; 2024Q4: 23,497 shares; 2025Q1: 22,459 shares; 2025Q2: 23,138 shares; 2025Q3: 20,990 shares; 2025Q4: 21,222 shares; 2026Q1: 21,863 shares 21,863 $5.07M 0.18% +641 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: 18,969 shares; 2024Q4: 20,041 shares; 2025Q1: 19,753 shares; 2025Q2: 17,858 shares; 2025Q3: 15,725 shares; 2025Q4: 15,879 shares; 2026Q1: 16,212 shares 16,212 $5.04M 0.18% +333 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: 78,075 shares; 2024Q4: 76,490 shares; 2025Q1: 74,337 shares; 2025Q2: 107,490 shares; 2025Q3: 96,967 shares; 2025Q4: 95,937 shares; 2026Q1: 92,936 shares 92,936 $5.02M 0.18% -3,001 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,994 shares; 2024Q4: 33,686 shares; 2025Q1: 35,214 shares; 2025Q2: 33,687 shares; 2025Q3: 34,184 shares; 2025Q4: 34,620 shares; 2026Q1: 36,129 shares 36,129 $4.96M 0.18% +1,509 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: 4,419 shares; 2024Q4: 5,793 shares; 2025Q1: 5,626 shares; 2025Q2: 5,505 shares; 2025Q3: 14,130 shares; 2025Q4: 15,738 shares; 2026Q1: 14,503 shares 14,503 $4.96M 0.18% -1,235 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: 60,171 shares; 2024Q4: 38,449 shares; 2025Q1: 33,166 shares; 2025Q2: 35,788 shares; 2025Q3: 46,403 shares; 2025Q4: 46,446 shares; 2026Q1: 37,298 shares 37,298 $4.78M 0.17% -9,148 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: 123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,139 shares; 2025Q3: 12,087 shares; 2025Q4: 14,727 shares; 2026Q1: 15,831 shares 15,831 $4.63M 0.17% +1,104 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: 14,451 shares; 2024Q4: 10,525 shares; 2025Q1: 18,251 shares; 2025Q2: 14,384 shares; 2025Q3: 14,771 shares; 2025Q4: 14,076 shares; 2026Q1: 13,933 shares 13,933 $4.58M 0.17% -143 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,021 shares; 2024Q4: 214,702 shares; 2025Q1: 177,333 shares; 2025Q2: 72,532 shares; 2025Q3: 45,767 shares; 2025Q4: 45,119 shares; 2026Q1: 41,106 shares 41,106 $4.36M 0.16% -4,013 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: 268 shares; 2024Q4: 6,988 shares; 2025Q1: 8,232 shares; 2025Q2: 8,269 shares; 2025Q3: 8,263 shares; 2025Q4: 8,004 shares; 2026Q1: 8,648 shares 8,648 $4.29M 0.16% +644 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,647 shares; 2024Q4: 22,915 shares; 2025Q1: 23,548 shares; 2025Q2: 21,725 shares; 2025Q3: 26,765 shares; 2025Q4: 25,538 shares; 2026Q1: 29,145 shares 29,145 $4.21M 0.15% +3,607 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 18,639 shares; 2025Q1: 20,133 shares; 2025Q2: 19,083 shares; 2025Q3: 19,852 shares; 2025Q4: 21,165 shares; 2026Q1: 22,751 shares 22,751 $4.15M 0.15% +1,586 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: 24,085 shares; 2024Q4: 22,669 shares; 2025Q1: 22,953 shares; 2025Q2: 20,992 shares; 2025Q3: 22,530 shares; 2025Q4: 20,279 shares; 2026Q1: 20,764 shares 20,764 $4.12M 0.15% +485 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 21,275 shares; 2025Q3: 17,754 shares; 2025Q4: 16,620 shares; 2026Q1: 15,662 shares 15,662 $4.1M 0.15% -958 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: 49,542 shares; 2024Q4: 46,239 shares; 2025Q1: 44,809 shares; 2025Q2: 43,987 shares; 2025Q3: 44,813 shares; 2025Q4: 49,593 shares; 2026Q1: 50,118 shares 50,118 $4.1M 0.15% +525 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: 19,461 shares; 2024Q4: 18,700 shares; 2025Q1: 18,737 shares; 2025Q2: 17,299 shares; 2025Q3: 12,592 shares; 2025Q4: 14,700 shares; 2026Q1: 15,029 shares 15,029 $4.07M 0.15% +329 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 12,171 shares; 2025Q1: 12,207 shares; 2025Q2: 12,797 shares; 2025Q3: 12,455 shares; 2025Q4: 12,249 shares; 2026Q1: 18,111 shares 18,111 $3.77M 0.14% +5,862 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 693 shares; 2025Q1: 708 shares; 2025Q2: 716 shares; 2025Q3: 3,851 shares; 2025Q4: 32,927 shares; 2026Q1: 38,861 shares 38,861 $3.74M 0.14% +5,934 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: 56,883 shares; 2024Q4: 69,334 shares; 2025Q1: 73,089 shares; 2025Q2: 70,728 shares; 2025Q3: 72,002 shares; 2025Q4: 71,761 shares; 2026Q1: 70,169 shares 70,169 $3.68M 0.13% -1,592 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,565 shares; 2026Q1: 100,766 shares 100,766 $3.64M 0.13% +12,201 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: 22,543 shares; 2024Q4: 28,090 shares; 2025Q1: 28,439 shares; 2025Q2: 26,255 shares; 2025Q3: 27,919 shares; 2025Q4: 23,736 shares; 2026Q1: 23,286 shares 23,286 $3.62M 0.13% -450 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: 18,050 shares; 2024Q4: 37,214 shares; 2025Q1: 34,601 shares; 2025Q2: 35,602 shares; 2025Q3: 48,171 shares; 2025Q4: 31,778 shares; 2026Q1: 30,993 shares 30,993 $3.59M 0.13% -785 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,626 shares; 2024Q4: 33,417 shares; 2025Q1: 34,587 shares; 2025Q2: 26,702 shares; 2025Q3: 33,609 shares; 2025Q4: 36,398 shares; 2026Q1: 31,003 shares 31,003 $3.58M 0.13% -5,395 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: 8,675 shares; 2024Q4: 9,237 shares; 2025Q1: 9,615 shares; 2025Q2: 10,438 shares; 2025Q3: 14,480 shares; 2025Q4: 13,107 shares; 2026Q1: 14,282 shares 14,282 $3.47M 0.13% +1,175 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: 45,702 shares; 2024Q4: 31,729 shares; 2025Q1: 16,736 shares; 2025Q2: 15,443 shares; 2025Q3: 16,752 shares; 2025Q4: 16,204 shares; 2026Q1: 15,971 shares 15,971 $3.43M 0.12% -233 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: 7,004 shares; 2024Q4: 9,821 shares; 2025Q1: 9,722 shares; 2025Q2: 10,334 shares; 2025Q3: 10,529 shares; 2025Q4: 10,460 shares; 2026Q1: 10,325 shares 10,325 $3.37M 0.12% -135 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: 2,767 shares; 2024Q4: 2,769 shares; 2025Q1: 2,590 shares; 2025Q2: 3,196 shares; 2025Q3: 3,417 shares; 2025Q4: 3,262 shares; 2026Q1: 3,316 shares 3,316 $3.3M 0.12% +54 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 833 shares; 2025Q1: 665 shares; 2025Q2: 779 shares; 2025Q3: 2,138 shares; 2025Q4: 1,155 shares; 2026Q1: 2,229 shares 2,229 $3.28M 0.12% +1,074 Timeline EFG 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: 75,351 shares; 2024Q4: 23,572 shares; 2025Q1: 22,560 shares; 2025Q2: 22,755 shares; 2025Q3: 57,930 shares; 2025Q4: 53,062 shares; 2026Q1: 29,212 shares 29,212 $3.25M 0.12% -23,850 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: 2,720 shares; 2024Q4: 2,592 shares; 2025Q1: 2,659 shares; 2025Q2: 38,123 shares; 2025Q3: 35,139 shares; 2025Q4: 34,922 shares; 2026Q1: 35,228 shares 35,228 $3.25M 0.12% +306 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: 90,058 shares; 2024Q4: 58,431 shares; 2025Q1: 86,494 shares; 2025Q2: 121,497 shares; 2025Q3: 118,145 shares; 2025Q4: 138,314 shares; 2026Q1: 114,948 shares 114,948 $3.23M 0.12% -23,366 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: 43,680 shares; 2024Q4: 31,665 shares; 2025Q1: 32,744 shares; 2025Q2: 34,437 shares; 2025Q3: 42,332 shares; 2025Q4: 41,295 shares; 2026Q1: 40,027 shares 40,027 $3.19M 0.12% -1,268 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: 13,065 shares; 2024Q4: 3,337 shares; 2025Q1: 5,135 shares; 2025Q2: 3,635 shares; 2025Q3: 28,409 shares; 2025Q4: 30,393 shares; 2026Q1: 29,265 shares 29,265 $3.17M 0.11% -1,128 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: 15,830 shares; 2024Q4: 11,260 shares; 2025Q1: 11,060 shares; 2025Q2: 16,230 shares; 2025Q3: 16,018 shares; 2025Q4: 15,770 shares; 2026Q1: 15,574 shares 15,574 $3.06M 0.11% -196 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: 33,392 shares; 2024Q4: 32,394 shares; 2025Q1: 31,321 shares; 2025Q2: 30,433 shares; 2025Q3: 33,885 shares; 2025Q4: 33,608 shares; 2026Q1: 32,808 shares 32,808 $3.04M 0.11% -800 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 5,013 shares; 2025Q1: 4,608 shares; 2025Q2: 4,532 shares; 2025Q3: 4,516 shares; 2025Q4: 4,916 shares; 2026Q1: 4,916 shares 4,916 $3.04M 0.11% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 1,632 shares; 2025Q3: 2,092 shares; 2025Q4: 20,071 shares; 2026Q1: 23,100 shares 23,100 $3.03M 0.11% +3,029 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: 12,101 shares; 2024Q4: 9,472 shares; 2025Q1: 8,641 shares; 2025Q2: 7,655 shares; 2025Q3: 8,012 shares; 2025Q4: 8,797 shares; 2026Q1: 8,304 shares 8,304 $2.92M 0.11% -493 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: 180,213 shares; 2024Q4: 164,770 shares; 2025Q1: 159,385 shares; 2025Q2: 155,793 shares; 2025Q3: 155,793 shares; 2025Q4: 151,059 shares; 2026Q1: 147,273 shares 147,273 $2.91M 0.11% -3,786 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: 6,242 shares; 2024Q4: 5,199 shares; 2025Q1: 14,051 shares; 2025Q2: 14,271 shares; 2025Q3: 16,469 shares; 2025Q4: 13,528 shares; 2026Q1: 12,853 shares 12,853 $2.91M 0.11% -675 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: 103,987 shares; 2024Q4: 125,780 shares; 2025Q1: 130,505 shares; 2025Q2: 127,919 shares; 2025Q3: 115,152 shares; 2025Q4: 99,567 shares; 2026Q1: 96,339 shares 96,339 $2.79M 0.1% -3,228 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,716 shares; 2025Q1: 22,421 shares; 2025Q2: 27,880 shares; 2025Q3: 24,681 shares; 2025Q4: 33,162 shares; 2026Q1: 33,597 shares 33,597 $2.75M 0.1% +435 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: 8,591 shares; 2024Q4: 9,294 shares; 2025Q1: 10,195 shares; 2025Q2: 10,618 shares; 2025Q3: 11,304 shares; 2025Q4: 11,077 shares; 2026Q1: 11,077 shares 11,077 $2.75M 0.1% 0 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: 40,950 shares; 2024Q4: 41,333 shares; 2025Q1: 42,712 shares; 2025Q2: 25,366 shares; 2025Q3: 27,010 shares; 2025Q4: 34,910 shares; 2026Q1: 30,390 shares 30,390 $2.74M 0.1% -4,520 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: 33,147 shares; 2024Q4: 30,562 shares; 2025Q1: 32,412 shares; 2025Q2: 38,727 shares; 2025Q3: 38,709 shares; 2025Q4: 25,859 shares; 2026Q1: 22,070 shares 22,070 $2.67M 0.1% -3,789 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: 10,911 shares; 2024Q4: 11,122 shares; 2025Q1: 11,006 shares; 2025Q2: 10,862 shares; 2025Q3: 10,489 shares; 2025Q4: 20,956 shares; 2026Q1: 19,878 shares 19,878 $2.64M 0.1% -1,078 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: 2,813 shares; 2024Q4: 2,653 shares; 2025Q1: 2,951 shares; 2025Q2: 3,278 shares; 2025Q3: 3,146 shares; 2025Q4: 3,217 shares; 2026Q1: 3,418 shares 3,418 $2.64M 0.1% +201 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: 38,938 shares; 2024Q4: 13,113 shares; 2025Q1: 14,901 shares; 2025Q2: 10,968 shares; 2025Q3: 16,578 shares; 2025Q4: 12,269 shares; 2026Q1: 13,344 shares 13,344 $2.59M 0.09% +1,075 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: 3,004 shares; 2024Q4: 2,692 shares; 2025Q1: 2,836 shares; 2025Q2: 2,918 shares; 2025Q3: 5,640 shares; 2025Q4: 4,091 shares; 2026Q1: 4,989 shares 4,989 $2.49M 0.09% +898 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: 20,347 shares; 2024Q4: 18,550 shares; 2025Q1: 18,406 shares; 2025Q2: 22,645 shares; 2025Q3: 18,790 shares; 2025Q4: 18,346 shares; 2026Q1: 17,190 shares 17,190 $2.4M 0.09% -1,156 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,566 shares; 2024Q4: 14,969 shares; 2025Q1: 16,120 shares; 2025Q2: 14,832 shares; 2025Q3: 17,792 shares; 2025Q4: 17,046 shares; 2026Q1: 17,376 shares 17,376 $2.35M 0.09% +330 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: 3,489 shares; 2024Q4: 3,607 shares; 2025Q1: 2,739 shares; 2025Q2: 3,424 shares; 2025Q3: 4,367 shares; 2025Q4: 4,247 shares; 2026Q1: 3,884 shares 3,884 $2.32M 0.08% -363 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,779 shares; 2025Q4: 3,197 shares; 2026Q1: 4,539 shares 4,539 $2.2M 0.08% +1,342 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: 38,828 shares; 2024Q4: 61,122 shares; 2025Q1: 65,609 shares; 2025Q2: 78,084 shares; 2025Q3: 75,717 shares; 2025Q4: 63,246 shares; 2026Q1: 76,097 shares 76,097 $2.11M 0.08% +12,851 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 7,970 shares; 2025Q1: 8,514 shares; 2025Q2: 8,900 shares; 2025Q3: 7,868 shares; 2025Q4: 6,766 shares; 2026Q1: 7,639 shares 7,639 $2.07M 0.07% +873 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,003 shares; 2024Q4: 5,477 shares; 2025Q1: 5,577 shares; 2025Q2: 12,287 shares; 2025Q3: 11,753 shares; 2025Q4: 13,453 shares; 2026Q1: 13,453 shares 13,453 $2.04M 0.07% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 144 shares; 2025Q4: 13,007 shares; 2026Q1: 13,054 shares 13,054 $2.03M 0.07% +47 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 8,983 shares; 2025Q1: 9,330 shares; 2025Q2: 9,513 shares; 2025Q3: 9,321 shares; 2025Q4: 10,539 shares; 2026Q1: 10,155 shares 10,155 $1.98M 0.07% -384 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 7,809 shares; 2025Q1: 7,185 shares; 2025Q2: 8,471 shares; 2025Q3: 8,084 shares; 2025Q4: 8,469 shares; 2026Q1: 6,793 shares 6,793 $1.97M 0.07% -1,676 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: 4,521 shares; 2024Q4: 4,086 shares; 2025Q1: 3,564 shares; 2025Q2: 3,438 shares; 2025Q3: 7,580 shares; 2025Q4: 4,288 shares; 2026Q1: 8,003 shares 8,003 $1.89M 0.07% +3,715 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: 32,024 shares; 2024Q4: 28,364 shares; 2025Q1: 32,914 shares; 2025Q2: 30,874 shares; 2025Q3: 23,621 shares; 2025Q4: 22,375 shares; 2026Q1: 21,245 shares 21,245 $1.86M 0.07% -1,130 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: 3,742 shares; 2024Q4: 3,977 shares; 2025Q1: 9,795 shares; 2025Q2: 11,008 shares; 2025Q3: 12,407 shares; 2025Q4: 11,408 shares; 2026Q1: 11,036 shares 11,036 $1.84M 0.07% -372 Timeline CATH 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: 23,030 shares; 2024Q4: 23,030 shares; 2025Q1: 23,030 shares; 2025Q2: 23,030 shares; 2025Q3: 23,030 shares; 2025Q4: 23,030 shares; 2026Q1: 23,030 shares 23,030 $1.8M 0.07% 0 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: 1,781 shares; 2024Q4: 1,879 shares; 2025Q1: 2,450 shares; 2025Q2: 2,564 shares; 2025Q3: 7,932 shares; 2025Q4: 4,191 shares; 2026Q1: 9,309 shares 9,309 $1.8M 0.07% +5,118 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: 10,368 shares; 2024Q4: 9,935 shares; 2025Q1: 8,971 shares; 2025Q2: 9,171 shares; 2025Q3: 8,925 shares; 2025Q4: 8,722 shares; 2026Q1: 8,629 shares 8,629 $1.77M 0.06% -93 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: 2,131 shares; 2024Q4: 1,884 shares; 2025Q1: 6,811 shares; 2025Q2: 7,247 shares; 2025Q3: 7,393 shares; 2025Q4: 5,965 shares; 2026Q1: 5,878 shares 5,878 $1.71M 0.06% -87 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,805 shares; 2024Q4: 27,400 shares; 2025Q1: 27,712 shares; 2025Q2: 21,743 shares; 2025Q3: 22,801 shares; 2025Q4: 23,208 shares; 2026Q1: 26,071 shares 26,071 $1.7M 0.06% +2,863 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: 4,463 shares; 2024Q4: 4,119 shares; 2025Q1: 13,407 shares; 2025Q2: 13,441 shares; 2025Q3: 11,948 shares; 2025Q4: 11,902 shares; 2026Q1: 11,599 shares 11,599 $1.68M 0.06% -303 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: 1,818 shares; 2024Q4: 2,732 shares; 2025Q1: 2,999 shares; 2025Q2: 2,963 shares; 2025Q3: 2,913 shares; 2025Q4: 2,970 shares; 2026Q1: 2,896 shares 2,896 $1.67M 0.06% -74 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: 2,839 shares; 2024Q4: 448 shares; 2025Q1: 681 shares; 2025Q2: 666 shares; 2025Q3: 10,344 shares; 2025Q4: 5,610 shares; 2026Q1: 10,610 shares 10,610 $1.67M 0.06% +5,000 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,759 shares; 2024Q4: 14,555 shares; 2025Q1: 14,534 shares; 2025Q2: 10,490 shares; 2025Q3: 11,253 shares; 2025Q4: 12,292 shares; 2026Q1: 13,145 shares 13,145 $1.66M 0.06% +853 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: 12,500 shares; 2024Q4: 10,033 shares; 2025Q1: 10,173 shares; 2025Q2: 9,974 shares; 2025Q3: 11,605 shares; 2025Q4: 12,044 shares; 2026Q1: 11,245 shares 11,245 $1.65M 0.06% -799 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: 72,384 shares; 2024Q4: 63,698 shares; 2025Q1: 66,346 shares; 2025Q2: 72,767 shares; 2025Q3: 60,842 shares; 2025Q4: 60,966 shares; 2026Q1: 61,709 shares 61,709 $1.63M 0.06% +743 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 1,787 shares; 2025Q1: 782 shares; 2025Q2: 907 shares; 2025Q3: 4,368 shares; 2025Q4: 2,328 shares; 2026Q1: 4,815 shares 4,815 $1.53M 0.06% +2,487 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,043 shares; 2024Q4: 39,995 shares; 2025Q1: 39,330 shares; 2025Q2: 26,029 shares; 2025Q3: 25,746 shares; 2025Q4: 29,672 shares; 2026Q1: 27,362 shares 27,362 $1.48M 0.05% -2,310 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: 5,117 shares; 2024Q4: 3,895 shares; 2025Q1: 3,698 shares; 2025Q2: 7,860 shares; 2025Q3: 8,116 shares; 2025Q4: 8,610 shares; 2026Q1: 9,115 shares 9,115 $1.46M 0.05% +505 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,497 shares; 2024Q4: 8,355 shares; 2025Q1: 8,299 shares; 2025Q2: 8,088 shares; 2025Q3: 7,194 shares; 2025Q4: 7,153 shares; 2026Q1: 5,215 shares 5,215 $1.45M 0.05% -1,938 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 3,616 shares; 2025Q3: 4,087 shares; 2025Q4: 3,716 shares; 2026Q1: 3,854 shares 3,854 $1.43M 0.05% +138 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,110 shares; 2024Q4: 15,917 shares; 2025Q1: 15,381 shares; 2025Q2: 15,275 shares; 2025Q3: 10,814 shares; 2025Q4: 9,878 shares; 2026Q1: 9,644 shares 9,644 $1.41M 0.05% -234 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,819 shares; 2024Q4: 10,727 shares; 2025Q1: 10,400 shares; 2025Q2: 10,356 shares; 2025Q3: 10,422 shares; 2025Q4: 8,671 shares; 2026Q1: 7,938 shares 7,938 $1.37M 0.05% -733 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 3,322 shares; 2025Q1: 8,041 shares; 2025Q2: 4,506 shares; 2025Q3: 6,435 shares; 2025Q4: 6,880 shares; 2026Q1: 6,904 shares 6,904 $1.37M 0.05% +24 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: 27,174 shares; 2024Q4: 17,251 shares; 2025Q1: 26,576 shares; 2025Q2: 21,515 shares; 2025Q3: 23,076 shares; 2025Q4: 27,451 shares; 2026Q1: 27,070 shares 27,070 $1.36M 0.05% -381 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: 28,716 shares; 2024Q4: 28,378 shares; 2025Q1: 27,636 shares; 2025Q2: 26,618 shares; 2025Q3: 25,007 shares; 2025Q4: 22,537 shares; 2026Q1: 21,184 shares 21,184 $1.36M 0.05% -1,353 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: 13,473 shares; 2024Q4: 34,487 shares; 2025Q1: 34,487 shares; 2025Q2: 24,036 shares; 2025Q3: 35,501 shares; 2025Q4: 33,123 shares; 2026Q1: 29,798 shares 29,798 $1.31M 0.05% -3,325 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: 122,773 shares; 2024Q4: 120,413 shares; 2025Q1: 134,404 shares; 2025Q2: 84,974 shares; 2025Q3: 36,783 shares; 2025Q4: 27,147 shares; 2026Q1: 45,267 shares 45,267 $1.3M 0.05% +18,120 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: 5,764 shares; 2024Q4: 11,118 shares; 2025Q1: 11,304 shares; 2025Q2: 11,118 shares; 2025Q3: 12,416 shares; 2025Q4: 12,416 shares; 2026Q1: 11,391 shares 11,391 $1.29M 0.05% -1,025 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,475 shares; 2024Q4: 15,475 shares; 2025Q1: 16,470 shares; 2025Q2: 17,420 shares; 2025Q3: 17,420 shares; 2025Q4: 16,900 shares; 2026Q1: 16,900 shares 16,900 $1.27M 0.05% 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: 6,886 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 5,036 shares; 2025Q3: 11,049 shares; 2025Q4: 6,261 shares; 2026Q1: 9,494 shares 9,494 $1.24M 0.05% +3,233 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,464 shares; 2026Q1: 27,272 shares 27,272 $1.24M 0.04% +2,808 Timeline VSS 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 370 shares; 2025Q2: 12,799 shares; 2025Q3: 9,645 shares; 2025Q4: 9,370 shares; 2026Q1: 8,310 shares 8,310 $1.21M 0.04% -1,060 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,125 shares; 2025Q1: 1,192 shares; 2025Q2: 1,371 shares; 2025Q3: 5,605 shares; 2025Q4: 2,498 shares; 2026Q1: 5,646 shares 5,646 $1.18M 0.04% +3,148 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: 1,958 shares; 2024Q4: 9,068 shares; 2025Q1: 9,390 shares; 2025Q2: 11,070 shares; 2025Q3: 11,860 shares; 2025Q4: 8,191 shares; 2026Q1: 12,064 shares 12,064 $1.18M 0.04% +3,873 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 12,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 12,674 shares; 2026Q1: 12,674 shares 12,674 $1.17M 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,419 shares; 2024Q4: 4,419 shares; 2025Q1: 10,156 shares; 2025Q2: 16,288 shares; 2025Q3: 15,826 shares; 2025Q4: 13,755 shares; 2026Q1: 13,755 shares 13,755 $1.17M 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 13,103 shares; 2025Q1: 10,260 shares; 2025Q2: 10,914 shares; 2025Q3: 14,235 shares; 2025Q4: 15,189 shares; 2026Q1: 15,251 shares 15,251 $1.17M 0.04% +62 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: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 19,000 shares; 2025Q3: 22,400 shares; 2025Q4: 20,248 shares; 2026Q1: 19,044 shares 19,044 $1.16M 0.04% -1,204 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,762 shares; 2025Q1: 17,250 shares; 2025Q2: 20,016 shares; 2025Q3: 17,553 shares; 2025Q4: 16,833 shares; 2026Q1: 14,492 shares 14,492 $1.16M 0.04% -2,341 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 9,750 shares; 2025Q1: 9,935 shares; 2025Q2: 32,540 shares; 2025Q3: 30,000 shares; 2025Q4: 25,110 shares; 2026Q1: 20,196 shares 20,196 $1.15M 0.04% -4,914 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: 7,867 shares; 2024Q4: 6,313 shares; 2025Q1: 7,013 shares; 2025Q2: 7,963 shares; 2025Q3: 8,219 shares; 2025Q4: 7,376 shares; 2026Q1: 7,376 shares 7,376 $1.14M 0.04% 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: 17,663 shares; 2024Q4: 11,583 shares; 2025Q1: 12,506 shares; 2025Q2: 9,951 shares; 2025Q3: 17,014 shares; 2025Q4: 10,945 shares; 2026Q1: 12,025 shares 12,025 $1.13M 0.04% +1,080 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: 2,039 shares; 2025Q1: 1,966 shares; 2025Q2: 2,683 shares; 2025Q3: 2,657 shares; 2025Q4: 2,681 shares; 2026Q1: 2,574 shares 2,574 $1.12M 0.04% -107 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $1.11M 0.04% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,000 shares; 2025Q3: 35,000 shares; 2025Q4: 45,000 shares; 2026Q1: 44,500 shares 44,500 $1.11M 0.04% -500 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 1,776 shares; 2025Q1: 2,564 shares; 2025Q2: 2,494 shares; 2025Q3: 4,570 shares; 2025Q4: 2,306 shares; 2026Q1: 15,197 shares 15,197 $1.09M 0.04% +12,891 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: 4,575 shares; 2024Q4: 15,866 shares; 2025Q1: 18,202 shares; 2025Q2: 16,466 shares; 2025Q3: 16,135 shares; 2025Q4: 18,797 shares; 2026Q1: 17,928 shares 17,928 $1.09M 0.04% -869 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: 3,362 shares; 2024Q4: 2,804 shares; 2025Q1: 2,508 shares; 2025Q2: 6,531 shares; 2025Q3: 6,615 shares; 2025Q4: 6,377 shares; 2026Q1: 7,411 shares 7,411 $1.08M 0.04% +1,034 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: 11,820 shares; 2024Q4: 1,448 shares; 2025Q1: 8,868 shares; 2025Q2: 1,393 shares; 2025Q3: 7,647 shares; 2025Q4: 7,619 shares; 2026Q1: 8,087 shares 8,087 $1.07M 0.04% +468 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 8,144 shares; 2025Q1: 8,144 shares; 2025Q2: 8,022 shares; 2025Q3: 10,781 shares; 2025Q4: 8,914 shares; 2026Q1: 8,064 shares 8,064 $1.06M 0.04% -850 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 7,970 shares; 2025Q2: 6,970 shares; 2025Q3: 8,170 shares; 2025Q4: 6,970 shares; 2026Q1: 6,770 shares 6,770 $1.03M 0.04% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,683 shares; 2026Q1: 11,315 shares 11,315 $1.03M 0.04% +1,632 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,993 shares; 2024Q4: 25,658 shares; 2025Q1: 22,775 shares; 2025Q2: 16,010 shares; 2025Q3: 17,196 shares; 2025Q4: 13,340 shares; 2026Q1: 16,414 shares 16,414 $986K 0.04% +3,074 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: 5,031 shares; 2024Q4: 3,701 shares; 2025Q1: 3,608 shares; 2025Q2: 4,489 shares; 2025Q3: 3,705 shares; 2025Q4: 5,236 shares; 2026Q1: 5,160 shares 5,160 $978K 0.04% -76 Timeline EDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,400 shares; 2025Q3: 12,100 shares; 2025Q4: 23,200 shares; 2026Q1: 24,700 shares 24,700 $975K 0.04% +1,500 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,709 shares; 2024Q4: 24,282 shares; 2025Q1: 24,214 shares; 2025Q2: 12,190 shares; 2025Q3: 11,580 shares; 2025Q4: 8,742 shares; 2026Q1: 3,400 shares 3,400 $960K 0.03% -5,342 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: 5,799 shares; 2024Q4: 3,921 shares; 2025Q1: 8,459 shares; 2025Q2: 5,276 shares; 2025Q3: 6,845 shares; 2025Q4: 7,899 shares; 2026Q1: 7,751 shares 7,751 $939K 0.03% -148 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: 3,159 shares; 2024Q4: 3,016 shares; 2025Q1: 2,118 shares; 2025Q2: 3,394 shares; 2025Q3: 3,721 shares; 2025Q4: 2,808 shares; 2026Q1: 2,527 shares 2,527 $939K 0.03% -281 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: 48 shares; 2024Q4: 9 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 63 shares; 2025Q4: 54 shares; 2026Q1: 1,671 shares 1,671 $939K 0.03% +1,617 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: 5,875 shares; 2024Q4: 9,123 shares; 2025Q1: 9,523 shares; 2025Q2: 11,223 shares; 2025Q3: 10,873 shares; 2025Q4: 10,873 shares; 2026Q1: 10,258 shares 10,258 $939K 0.03% -615 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: 2,820 shares; 2024Q4: 1,050 shares; 2025Q1: 1,332 shares; 2025Q2: 1,237 shares; 2025Q3: 4,427 shares; 2025Q4: 3,319 shares; 2026Q1: 3,262 shares 3,262 $927K 0.03% -57 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,761 shares; 2024Q4: 16,762 shares; 2025Q1: 17,232 shares; 2025Q2: 16,276 shares; 2025Q3: 14,050 shares; 2025Q4: 13,135 shares; 2026Q1: 12,765 shares 12,765 $924K 0.03% -370 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: 1,131 shares; 2024Q4: 639 shares; 2025Q1: 560 shares; 2025Q2: 706 shares; 2025Q3: 3,322 shares; 2025Q4: 1,252 shares; 2026Q1: 2,803 shares 2,803 $924K 0.03% +1,551 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: 5,035 shares; 2024Q4: 4,490 shares; 2025Q1: 5,502 shares; 2025Q2: 4,256 shares; 2025Q3: 5,391 shares; 2025Q4: 5,331 shares; 2026Q1: 4,944 shares 4,944 $923K 0.03% -387 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 3,922 shares; 2025Q2: 3,852 shares; 2025Q3: 24,809 shares; 2025Q4: 25,158 shares; 2026Q1: 25,774 shares 25,774 $906K 0.03% +616 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: 5,324 shares; 2024Q4: 1,974 shares; 2025Q1: 4,344 shares; 2025Q2: 2,013 shares; 2025Q3: 3,363 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares 3,910 $898K 0.03% 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: 12,583 shares; 2024Q4: 11,768 shares; 2025Q1: 10,493 shares; 2025Q2: 9,922 shares; 2025Q3: 10,055 shares; 2025Q4: 8,225 shares; 2026Q1: 9,660 shares 9,660 $890K 0.03% +1,435 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: 4,732 shares; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 457 shares; 2025Q3: 8,941 shares; 2025Q4: 2,086 shares; 2026Q1: 10,304 shares 10,304 $875K 0.03% +8,218 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,531 shares; 2025Q1: 7,331 shares; 2025Q2: 7,857 shares; 2025Q3: 7,812 shares; 2025Q4: 7,785 shares; 2026Q1: 7,763 shares 7,763 $872K 0.03% -22 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: 403 shares; 2024Q4: 268 shares; 2025Q1: 663 shares; 2025Q2: 2,538 shares; 2025Q3: 2,673 shares; 2025Q4: 2,661 shares; 2026Q1: 2,542 shares 2,542 $862K 0.03% -119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 207 shares; 2026Q1: 20,064 shares 20,064 $852K 0.03% +19,857 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,748 shares; 2025Q1: 1,740 shares; 2025Q2: 1,673 shares; 2025Q3: 1,724 shares; 2025Q4: 1,746 shares; 2026Q1: 1,719 shares 1,719 $846K 0.03% -27 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 726 shares; 2025Q2: 841 shares; 2025Q3: 1,064 shares; 2025Q4: 883 shares; 2026Q1: 870 shares 870 $837K 0.03% -13 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: 1,506 shares; 2024Q4: 1,517 shares; 2025Q1: 1,341 shares; 2025Q2: 1,309 shares; 2025Q3: 1,609 shares; 2025Q4: 1,364 shares; 2026Q1: 1,226 shares 1,226 $836K 0.03% -138 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: 1,165 shares; 2024Q4: 611 shares; 2025Q1: 1,089 shares; 2025Q2: 3,388 shares; 2025Q3: 3,715 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares 3,906 $795K 0.03% 0 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: 8,542 shares; 2024Q4: 24,696 shares; 2025Q1: 24,696 shares; 2025Q2: 24,696 shares; 2025Q3: 24,724 shares; 2025Q4: 26,290 shares; 2026Q1: 25,743 shares 25,743 $790K 0.03% -547 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,226 shares; 2026Q1: 1,100 shares 1,100 $773K 0.03% -126 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 31 shares; 2025Q1: 299 shares; 2025Q2: 335 shares; 2025Q3: 6,851 shares; 2025Q4: 1,539 shares; 2026Q1: 5,964 shares 5,964 $759K 0.03% +4,425 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: 1,725 shares; 2024Q4: 667 shares; 2025Q1: 1,123 shares; 2025Q2: 361 shares; 2025Q3: 1,000 shares; 2025Q4: 755 shares; 2026Q1: 1,333 shares 1,333 $753K 0.03% +578 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 12,827 shares; 2025Q4: 12,827 shares; 2026Q1: 14,636 shares 14,636 $746K 0.03% +1,809 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,977 shares; 2024Q4: 7,162 shares; 2025Q1: 6,980 shares; 2025Q2: 7,128 shares; 2025Q3: 6,588 shares; 2025Q4: 5,307 shares; 2026Q1: 4,630 shares 4,630 $733K 0.03% -677 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: 17,503 shares; 2024Q4: 5,370 shares; 2025Q1: 4,921 shares; 2025Q2: 3,993 shares; 2025Q3: 3,580 shares; 2025Q4: 1,507 shares; 2026Q1: 1,353 shares 1,353 $728K 0.03% -154 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: 4,853 shares; 2024Q4: 3,135 shares; 2025Q1: 4,861 shares; 2025Q2: 2,781 shares; 2025Q3: 3,034 shares; 2025Q4: 3,081 shares; 2026Q1: 2,977 shares 2,977 $722K 0.03% -104 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 324 shares; 2025Q1: 255 shares; 2025Q2: 540 shares; 2025Q3: 566 shares; 2025Q4: 587 shares; 2026Q1: 1,638 shares 1,638 $713K 0.03% +1,051 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares 1,495 $694K 0.03% 0 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: 39,608 shares; 2024Q4: 10,614 shares; 2025Q1: 22,987 shares; 2025Q2: 13,191 shares; 2025Q3: 14,496 shares; 2025Q4: 14,830 shares; 2026Q1: 14,213 shares 14,213 $693K 0.03% -617 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: 1,676 shares; 2024Q4: 3,270 shares; 2025Q1: 4,470 shares; 2025Q2: 4,069 shares; 2025Q3: 3,752 shares; 2025Q4: 3,446 shares; 2026Q1: 3,288 shares 3,288 $684K 0.02% -158 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,807 shares; 2025Q1: 2,857 shares; 2025Q2: 2,904 shares; 2025Q3: 2,566 shares; 2025Q4: 2,505 shares; 2026Q1: 2,312 shares 2,312 $664K 0.02% -193 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,623 shares; 2024Q4: 12,787 shares; 2025Q1: 12,603 shares; 2025Q2: 12,242 shares; 2025Q3: 9,633 shares; 2025Q4: 9,604 shares; 2026Q1: 8,581 shares 8,581 $662K 0.02% -1,023 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: 9,009 shares; 2024Q4: 1,017 shares; 2025Q1: 1,454 shares; 2025Q2: 919 shares; 2025Q3: 7,039 shares; 2025Q4: 7,004 shares; 2026Q1: 6,517 shares 6,517 $641K 0.02% -487 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: 3,263 shares; 2024Q4: not reported; 2025Q1: 2,360 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 26 shares; 2026Q1: 13,927 shares 13,927 $639K 0.02% +13,901 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 1,354 shares; 2025Q2: 1,281 shares; 2025Q3: 1,307 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares 1,281 $633K 0.02% 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: not reported; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 903 shares 903 $630K 0.02% +138 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,820 shares; 2025Q1: 2,064 shares; 2025Q2: 2,777 shares; 2025Q3: 2,613 shares; 2025Q4: 2,624 shares; 2026Q1: 2,621 shares 2,621 $629K 0.02% -3 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 5,456 shares; 2025Q3: 5,544 shares; 2025Q4: 5,528 shares; 2026Q1: 5,528 shares 5,528 $626K 0.02% 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: 3,170 shares; 2024Q4: 3,242 shares; 2025Q1: 3,338 shares; 2025Q2: 1,854 shares; 2025Q3: 2,778 shares; 2025Q4: 1,635 shares; 2026Q1: 1,135 shares 1,135 $623K 0.02% -500 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 16,403 shares; 2025Q1: 19,548 shares; 2025Q2: 16,794 shares; 2025Q3: 4,738 shares; 2025Q4: 3,537 shares; 2026Q1: 3,517 shares 3,517 $597K 0.02% -20 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: 9,427 shares; 2024Q4: 1,118 shares; 2025Q1: 1,728 shares; 2025Q2: 1,646 shares; 2025Q3: 4,903 shares; 2025Q4: 5,250 shares; 2026Q1: 5,225 shares 5,225 $593K 0.02% -25 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,634 shares; 2024Q4: 89,797 shares; 2025Q1: 80,195 shares; 2025Q2: 68,000 shares; 2025Q3: 55,500 shares; 2025Q4: 53,707 shares; 2026Q1: 53,707 shares 53,707 $542K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 4,227 shares; 2025Q1: 4,281 shares; 2025Q2: 4,227 shares; 2025Q3: 3,867 shares; 2025Q4: 4,698 shares; 2026Q1: 3,681 shares 3,681 $538K 0.02% -1,017 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: 1,874 shares; 2024Q4: 6,548 shares; 2025Q1: 6,474 shares; 2025Q2: 6,486 shares; 2025Q3: 6,474 shares; 2025Q4: 6,474 shares; 2026Q1: 6,474 shares 6,474 $536K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,605 shares; 2024Q4: 7,866 shares; 2025Q1: 7,164 shares; 2025Q2: 6,386 shares; 2025Q3: 7,763 shares; 2025Q4: 7,695 shares; 2026Q1: 5,669 shares 5,669 $532K 0.02% -2,026 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,773 shares; 2024Q4: 5,597 shares; 2025Q1: 6,636 shares; 2025Q2: 5,430 shares; 2025Q3: 4,955 shares; 2025Q4: 4,904 shares; 2026Q1: 4,112 shares 4,112 $523K 0.02% -792 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: 1,270 shares; 2024Q4: 869 shares; 2025Q1: 1,092 shares; 2025Q2: 917 shares; 2025Q3: 1,792 shares; 2025Q4: 1,114 shares; 2026Q1: 1,187 shares 1,187 $505K 0.02% +73 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 827 shares; 2025Q1: 884 shares; 2025Q2: 1,237 shares; 2025Q3: 2,047 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares 1,743 $500K 0.02% 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: 3,267 shares; 2024Q4: 43 shares; 2025Q1: 1,939 shares; 2025Q2: 43 shares; 2025Q3: 2,069 shares; 2025Q4: 1,874 shares; 2026Q1: 1,874 shares 1,874 $500K 0.02% 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: 16,143 shares; 2024Q4: 14,363 shares; 2025Q1: 14,065 shares; 2025Q2: 13,640 shares; 2025Q3: 12,351 shares; 2025Q4: 11,738 shares; 2026Q1: 10,513 shares 10,513 $493K 0.02% -1,225 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: 5,793 shares; 2024Q4: 12,052 shares; 2025Q1: 11,629 shares; 2025Q2: 10,370 shares; 2025Q3: 13,502 shares; 2025Q4: 10,488 shares; 2026Q1: 8,695 shares 8,695 $485K 0.02% -1,793 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,786 shares; 2025Q4: 7,570 shares; 2026Q1: 7,570 shares 7,570 $482K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 906 shares; 2025Q1: 1,008 shares; 2025Q2: 1,094 shares; 2025Q3: 4,551 shares; 2025Q4: 1,282 shares; 2026Q1: 1,343 shares 1,343 $480K 0.02% +61 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: 8,261 shares; 2024Q4: 7,068 shares; 2025Q1: 6,893 shares; 2025Q2: 6,153 shares; 2025Q3: 5,662 shares; 2025Q4: 4,087 shares; 2026Q1: 3,357 shares 3,357 $478K 0.02% -730 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: 5,930 shares; 2024Q4: 4,897 shares; 2025Q1: 4,808 shares; 2025Q2: 4,719 shares; 2025Q3: 5,533 shares; 2025Q4: 5,247 shares; 2026Q1: 5,084 shares 5,084 $472K 0.02% -163 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 1,558 shares; 2025Q1: 1,611 shares; 2025Q2: 1,528 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,225 shares 2,225 $470K 0.02% -625 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: 585 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 102 shares; 2025Q3: 868 shares; 2025Q4: 647 shares; 2026Q1: 524 shares 524 $458K 0.02% -123 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: 8,893 shares; 2024Q4: 12,279 shares; 2025Q1: 12,201 shares; 2025Q2: 8,474 shares; 2025Q3: 8,553 shares; 2025Q4: 9,301 shares; 2026Q1: 9,181 shares 9,181 $453K 0.02% -120 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: 1,349 shares; 2024Q4: 1,918 shares; 2025Q1: 1,776 shares; 2025Q2: 3,216 shares; 2025Q3: 3,692 shares; 2025Q4: 3,371 shares; 2026Q1: 2,718 shares 2,718 $447K 0.02% -653 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: 2,018 shares; 2024Q4: 3,045 shares; 2025Q1: 2,022 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 4,117 shares; 2026Q1: 4,062 shares 4,062 $443K 0.02% -55 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: 8,042 shares; 2024Q4: 12,827 shares; 2025Q1: 12,737 shares; 2025Q2: 13,737 shares; 2025Q3: 13,808 shares; 2025Q4: 8,253 shares; 2026Q1: 7,604 shares 7,604 $442K 0.02% -649 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: 2,797 shares; 2026Q1: 3,385 shares 3,385 $440K 0.02% +588 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: 5,503 shares; 2024Q4: 3,160 shares; 2025Q1: 9,262 shares; 2025Q2: 9,112 shares; 2025Q3: 11,031 shares; 2025Q4: 10,634 shares; 2026Q1: 9,321 shares 9,321 $437K 0.02% -1,313 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,339 shares; 2025Q1: 1,041 shares; 2025Q2: 716 shares; 2025Q3: 1,641 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares 1,441 $431K 0.02% 0 Timeline BIZD 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: 57,500 shares; 2024Q4: 57,500 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares; 2025Q4: 42,500 shares; 2026Q1: 32,500 shares 32,500 $416K 0.02% -10,000 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: 3,200 shares; 2024Q4: 2,046 shares; 2025Q1: 2,364 shares; 2025Q2: 3,598 shares; 2025Q3: 5,041 shares; 2025Q4: 4,935 shares; 2026Q1: 3,229 shares 3,229 $416K 0.02% -1,706 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: 2,017 shares; 2024Q4: 1,676 shares; 2025Q1: 1,685 shares; 2025Q2: 1,317 shares; 2025Q3: 2,056 shares; 2025Q4: 2,244 shares; 2026Q1: 2,178 shares 2,178 $414K 0.01% -66 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 950 shares; 2025Q1: 941 shares; 2025Q2: 988 shares; 2025Q3: 1,249 shares; 2025Q4: 925 shares; 2026Q1: 926 shares 926 $412K 0.01% +1 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: 9,026 shares; 2024Q4: 8,715 shares; 2025Q1: 8,699 shares; 2025Q2: 7,919 shares; 2025Q3: 13,528 shares; 2025Q4: 8,558 shares; 2026Q1: 6,684 shares 6,684 $410K 0.01% -1,874 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 160 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 2,126 shares; 2025Q4: 1,712 shares; 2026Q1: 1,301 shares 1,301 $396K 0.01% -411 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 413 shares; 2025Q1: 3,214 shares; 2025Q2: 2,854 shares; 2025Q3: 9,720 shares; 2025Q4: 9,781 shares; 2026Q1: 10,662 shares 10,662 $394K 0.01% +881 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 381 shares; 2025Q1: 963 shares; 2025Q2: 822 shares; 2025Q3: 760 shares; 2025Q4: 886 shares; 2026Q1: 752 shares 752 $393K 0.01% -134 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,594 shares; 2024Q4: 140 shares; 2025Q1: 870 shares; 2025Q2: 384 shares; 2025Q3: 5,028 shares; 2025Q4: 4,293 shares; 2026Q1: 4,204 shares 4,204 $391K 0.01% -89 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,200 shares 12,200 $362K 0.01% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: not reported; 2025Q1: 8,275 shares; 2025Q2: not reported; 2025Q3: 13,640 shares; 2025Q4: 14,180 shares; 2026Q1: 13,740 shares 13,740 $361K 0.01% -440 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,870 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $356K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 457 shares; 2025Q1: 489 shares; 2025Q2: 404 shares; 2025Q3: 375 shares; 2025Q4: 287 shares; 2026Q1: 321 shares 321 $352K 0.01% +34 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 85 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $349K 0.01% 0 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: 610 shares; 2024Q4: 300 shares; 2025Q1: 670 shares; 2025Q2: 663 shares; 2025Q3: 1,875 shares; 2025Q4: 1,160 shares; 2026Q1: 1,658 shares 1,658 $345K 0.01% +498 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: 2,897 shares; 2024Q4: 6,800 shares; 2025Q1: 2,295 shares; 2025Q2: 2,243 shares; 2025Q3: 3,043 shares; 2025Q4: 5,458 shares; 2026Q1: 5,592 shares 5,592 $343K 0.01% +134 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 751 shares; 2025Q1: 717 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 577 shares; 2026Q1: 577 shares 577 $342K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,424 shares; 2024Q4: 14,117 shares; 2025Q1: 13,200 shares; 2025Q2: 13,474 shares; 2025Q3: 12,125 shares; 2025Q4: 1,861 shares; 2026Q1: 3,331 shares 3,331 $341K 0.01% +1,470 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 1,071 shares; 2025Q1: 6,718 shares; 2025Q2: 6,670 shares; 2025Q3: 17,023 shares; 2025Q4: 13,606 shares; 2026Q1: 12,398 shares 12,398 $340K 0.01% -1,208 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,500 shares; 2024Q4: 72,500 shares; 2025Q1: 72,500 shares; 2025Q2: 41,500 shares; 2025Q3: 37,500 shares; 2025Q4: 42,500 shares; 2026Q1: 37,500 shares 37,500 $338K 0.01% -5,000 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: 5,989 shares; 2024Q4: 8,385 shares; 2025Q1: 9,698 shares; 2025Q2: 7,823 shares; 2025Q3: 7,308 shares; 2025Q4: 7,493 shares; 2026Q1: 3,881 shares 3,881 $336K 0.01% -3,612 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: 45 shares; 2024Q4: 104 shares; 2025Q1: 90 shares; 2025Q2: 614 shares; 2025Q3: 375 shares; 2025Q4: 321 shares; 2026Q1: 243 shares 243 $335K 0.01% -78 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: 3,015 shares; 2024Q4: 590 shares; 2025Q1: 491 shares; 2025Q2: 460 shares; 2025Q3: 4,069 shares; 2025Q4: 4,048 shares; 2026Q1: 3,597 shares 3,597 $333K 0.01% -451 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: 697 shares; 2024Q4: 153 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 690 shares; 2025Q4: 846 shares; 2026Q1: 1,072 shares 1,072 $324K 0.01% +226 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 3,832 shares; 2025Q1: 6,804 shares; 2025Q2: 3,546 shares; 2025Q3: 2,643 shares; 2025Q4: 3,688 shares; 2026Q1: 3,431 shares 3,431 $307K 0.01% -257 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: 2,923 shares; 2024Q4: 3,123 shares; 2025Q1: 2,923 shares; 2025Q2: 1,511 shares; 2025Q3: 2,348 shares; 2025Q4: 32,847 shares; 2026Q1: 26,331 shares 26,331 $304K 0.01% -6,516 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 850 shares; 2025Q1: 1,150 shares; 2025Q2: 1,297 shares; 2025Q3: 2,196 shares; 2025Q4: 2,900 shares; 2026Q1: 2,270 shares 2,270 $303K 0.01% -630 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 4,109 shares; 2025Q1: 4,154 shares; 2025Q2: 4,291 shares; 2025Q3: 2,410 shares; 2025Q4: 1,792 shares; 2026Q1: 1,499 shares 1,499 $299K 0.01% -293 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,475 shares; 2026Q1: 16,475 shares 16,475 $296K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 706 shares; 2025Q1: 904 shares; 2025Q2: 644 shares; 2025Q3: 1,011 shares; 2025Q4: 869 shares; 2026Q1: 869 shares 869 $294K 0.01% 0 Timeline DLN 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: 1,000 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares 3,275 $293K 0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 3,172 shares; 2025Q3: 2,849 shares; 2025Q4: 2,395 shares; 2026Q1: 2,285 shares 2,285 $292K 0.01% -110 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: 2,107 shares; 2024Q4: 5,800 shares; 2025Q1: 5,250 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $286K 0.01% 0 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: 14,305 shares; 2024Q4: 9,621 shares; 2025Q1: 6,427 shares; 2025Q2: 10,082 shares; 2025Q3: 10,191 shares; 2025Q4: 5,755 shares; 2026Q1: 6,117 shares 6,117 $284K 0.01% +362 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,148 shares; 2025Q3: 8,799 shares; 2025Q4: 4,427 shares; 2026Q1: 3,827 shares 3,827 $275K 0.01% -600 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 3,583 shares; 2025Q1: 2,939 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 4,819 shares; 2026Q1: 4,819 shares 4,819 $273K 0.01% 0 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: 190 shares; 2024Q4: 10,049 shares; 2025Q1: 17,833 shares; 2025Q2: 21,039 shares; 2025Q3: 22,539 shares; 2025Q4: 13,605 shares; 2026Q1: 17,178 shares 17,178 $270K 0.01% +3,573 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,247 shares; 2025Q1: 1,292 shares; 2025Q2: 1,521 shares; 2025Q3: 1,630 shares; 2025Q4: 1,187 shares; 2026Q1: 908 shares 908 $269K 0.01% -279 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,710 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 1,097 shares; 2025Q4: 675 shares; 2026Q1: 669 shares 669 $265K 0.01% -6 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 100 shares; 2025Q3: 249 shares; 2025Q4: 253 shares; 2026Q1: 243 shares 243 $265K 0.01% -10 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 775 shares; 2025Q1: 1,582 shares; 2025Q2: 425 shares; 2025Q3: 1,232 shares; 2025Q4: 908 shares; 2026Q1: 1,261 shares 1,261 $265K 0.01% +353 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 3,126 shares; 2025Q1: 3,085 shares; 2025Q2: 3,426 shares; 2025Q3: 3,139 shares; 2025Q4: 2,648 shares; 2026Q1: 2,356 shares 2,356 $263K 0.01% -292 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: 440 shares; 2024Q4: 450 shares; 2025Q1: 670 shares; 2025Q2: 770 shares; 2025Q3: 1,113 shares; 2025Q4: 814 shares; 2026Q1: 762 shares 762 $262K 0.01% -52 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 728 shares; 2025Q1: 1,144 shares; 2025Q2: 1,022 shares; 2025Q3: 1,978 shares; 2025Q4: 1,542 shares; 2026Q1: 1,542 shares 1,542 $261K 0.01% 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: 275 shares; 2024Q4: 288 shares; 2025Q1: 578 shares; 2025Q2: 775 shares; 2025Q3: 969 shares; 2025Q4: 717 shares; 2026Q1: 565 shares 565 $260K 0.01% -152 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 802 shares; 2025Q3: 2,593 shares; 2025Q4: 1,731 shares; 2026Q1: 3,563 shares 3,563 $259K 0.01% +1,832 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,144 shares; 2025Q4: 2,095 shares; 2026Q1: 2,111 shares 2,111 $259K 0.01% +16 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 11,435 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares 9,285 $259K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,876 shares; 2024Q4: 28,947 shares; 2025Q1: 28,896 shares; 2025Q2: 32,953 shares; 2025Q3: 31,560 shares; 2025Q4: 23,755 shares; 2026Q1: 5,444 shares 5,444 $252K 0.01% -18,311 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 105 shares; 2025Q1: 602 shares; 2025Q2: 148 shares; 2025Q3: 2,809 shares; 2025Q4: 1,470 shares; 2026Q1: 919 shares 919 $250K 0.01% -551 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $247K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 626 shares; 2025Q3: 1,470 shares; 2025Q4: 901 shares; 2026Q1: 626 shares 626 $246K 0.01% -275 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: 1,302 shares; 2024Q4: 1,711 shares; 2025Q1: 2,138 shares; 2025Q2: 2,643 shares; 2025Q3: 3,067 shares; 2025Q4: 2,374 shares; 2026Q1: 2,134 shares 2,134 $245K 0.01% -240 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: 1,119 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 1,161 shares; 2025Q4: 909 shares; 2026Q1: 877 shares 877 $245K 0.01% -32 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 321 shares; 2025Q1: 757 shares; 2025Q2: 573 shares; 2025Q3: 606 shares; 2025Q4: 631 shares; 2026Q1: 626 shares 626 $244K 0.01% -5 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,663 shares; 2024Q4: 13,748 shares; 2025Q1: 12,380 shares; 2025Q2: 12,130 shares; 2025Q3: 9,242 shares; 2025Q4: 6,486 shares; 2026Q1: 5,286 shares 5,286 $244K 0.01% -1,200 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: 930 shares; 2024Q4: 10,590 shares; 2025Q1: 10,590 shares; 2025Q2: 10,629 shares; 2025Q3: 10,005 shares; 2025Q4: 9,590 shares; 2026Q1: 9,318 shares 9,318 $239K 0.01% -272 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 325 shares; 2025Q2: 105 shares; 2025Q3: 707 shares; 2025Q4: 418 shares; 2026Q1: 275 shares 275 $238K 0.01% -143 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 4,515 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $238K 0.01% 0 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: 524 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares 2,410 $236K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 8,385 shares; 2025Q1: 7,731 shares; 2025Q2: 7,685 shares; 2025Q3: 8,768 shares; 2025Q4: 8,083 shares; 2026Q1: 7,076 shares 7,076 $235K 0.01% -1,007 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: 18,404 shares; 2024Q4: 17,957 shares; 2025Q1: 18,897 shares; 2025Q2: 14,810 shares; 2025Q3: 14,114 shares; 2025Q4: 12,822 shares; 2026Q1: 11,762 shares 11,762 $230K 0.01% -1,060 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,277 shares; 2024Q4: 12,358 shares; 2025Q1: 11,020 shares; 2025Q2: 9,900 shares; 2025Q3: 9,500 shares; 2025Q4: 8,000 shares; 2026Q1: 6,500 shares 6,500 $224K 0.01% -1,500 Timeline JNK 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: 1,100 shares; 2024Q4: 1,625 shares; 2025Q1: 1,140 shares; 2025Q2: 2,833 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $220K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,868 shares; 2024Q4: 7,525 shares; 2025Q1: 8,187 shares; 2025Q2: 2,009 shares; 2025Q3: 1,845 shares; 2025Q4: 1,768 shares; 2026Q1: 1,676 shares 1,676 $219K 0.01% -92 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: 4,496 shares; 2024Q4: 306 shares; 2025Q1: 5,266 shares; 2025Q2: 6,306 shares; 2025Q3: 6,440 shares; 2025Q4: 6,026 shares; 2026Q1: 6,026 shares 6,026 $215K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 495 shares; 2025Q1: 539 shares; 2025Q2: 533 shares; 2025Q3: 809 shares; 2025Q4: 2,715 shares; 2026Q1: 2,035 shares 2,035 $213K 0.01% -680 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 9,243 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 6,166 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $213K 0.01% 0 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 363 shares; 2025Q2: 163 shares; 2025Q3: 371 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $211K 0.01% 0 Timeline XCNY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $207K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 4,000 shares; 2025Q3: 4,480 shares; 2025Q4: 4,040 shares; 2026Q1: 4,540 shares 4,540 $206K 0.01% +500 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,415 shares; 2025Q4: 9,415 shares; 2026Q1: 9,415 shares 9,415 $204K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,059 shares; 2026Q1: 2,669 shares 2,669 $203K 0.01% -390 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 833 shares; 2025Q1: 592 shares; 2025Q2: 770 shares; 2025Q3: 756 shares; 2025Q4: 743 shares; 2026Q1: 643 shares 643 $202K 0.01% -100 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: 10,546 shares; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,896 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares; 2026Q1: 4,896 shares 4,896 $202K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 1,942 shares; 2025Q1: 4,375 shares; 2025Q2: 1,527 shares; 2025Q3: 2,959 shares; 2025Q4: 2,740 shares; 2026Q1: 2,078 shares 2,078 $200K 0.01% -662 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 975 shares; 2025Q2: 475 shares; 2025Q3: 1,344 shares; 2025Q4: 1,126 shares; 2026Q1: 4,326 shares 4,326 $198K 0.01% +3,200 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 4,762 shares; 2025Q1: 2,537 shares; 2025Q2: 1,220 shares; 2025Q3: 1,334 shares; 2025Q4: 1,223 shares; 2026Q1: 1,223 shares 1,223 $198K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 1,451 shares 1,451 $195K 0.01% new Timeline VPL 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: 2,300 shares; 2024Q4: 4,200 shares; 2025Q1: 4,205 shares; 2025Q2: 4,275 shares; 2025Q3: 2,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,995 shares 1,995 $195K 0.01% +220 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 2,493 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,906 shares; 2025Q4: 596 shares; 2026Q1: 596 shares 596 $195K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 26 shares; 2025Q3: 48 shares; 2025Q4: 570 shares; 2026Q1: 217 shares 217 $194K 0.01% -353 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $194K 0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,217 shares; 2025Q1: 3,931 shares; 2025Q2: 2,849 shares; 2025Q3: 2,915 shares; 2025Q4: 3,185 shares; 2026Q1: 2,847 shares 2,847 $187K 0.01% -338 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,253 shares; 2024Q4: 65 shares; 2025Q1: 4,140 shares; 2025Q2: not reported; 2025Q3: 2,329 shares; 2025Q4: 1,687 shares; 2026Q1: 2,530 shares 2,530 $187K 0.01% +843 Timeline USFR 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: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,697 shares 3,697 $186K 0.01% +117 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: 1,787 shares; 2025Q2: 1,622 shares; 2025Q3: 1,712 shares; 2025Q4: 852 shares; 2026Q1: 956 shares 956 $184K 0.01% +104 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 73 shares; 2025Q1: 159 shares; 2025Q2: 111 shares; 2025Q3: 330 shares; 2025Q4: 188 shares; 2026Q1: 156 shares 156 $181K 0.01% -32 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 19 shares; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $179K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,365 shares; 2026Q1: 1,031 shares 1,031 $177K 0.01% -334 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,758 shares; 2025Q3: 5,740 shares; 2025Q4: 5,440 shares; 2026Q1: 5,440 shares 5,440 $176K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,120 shares; 2025Q1: 2,546 shares; 2025Q2: 2,120 shares; 2025Q3: 1,610 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $176K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,263 shares; 2025Q1: 8,184 shares; 2025Q2: 8,198 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares 7,084 $175K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,311 shares; 2024Q4: 215 shares; 2025Q1: 1,697 shares; 2025Q2: 1,984 shares; 2025Q3: 4,561 shares; 2025Q4: 3,429 shares; 2026Q1: 2,930 shares 2,930 $172K 0.01% -499 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: 6,520 shares; 2024Q4: 8,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares; 2025Q3: 6,355 shares; 2025Q4: 6,355 shares; 2026Q1: 5,555 shares 5,555 $168K 0.01% -800 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,026 shares; 2025Q3: 3,708 shares; 2025Q4: 3,858 shares; 2026Q1: 3,858 shares 3,858 $165K 0.01% 0 Timeline PRF 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: 3,351 shares; 2024Q4: 3,601 shares; 2025Q1: 2,975 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares 3,475 $165K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,224 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,659 shares; 2025Q4: 1,354 shares; 2026Q1: 825 shares 825 $164K 0.01% -529 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: 563 shares; 2024Q4: 653 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 1,943 shares; 2025Q4: 1,117 shares; 2026Q1: 675 shares 675 $164K 0.01% -442 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: 440 shares; 2024Q4: 310 shares; 2025Q1: 657 shares; 2025Q2: 629 shares; 2025Q3: 871 shares; 2025Q4: 635 shares; 2026Q1: 378 shares 378 $163K 0.01% -257 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: 1,645 shares; 2024Q4: 1,657 shares; 2025Q1: 1,438 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 1,867 shares; 2026Q1: 1,703 shares 1,703 $163K 0.01% -164 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 4,322 shares; 2025Q1: 5,374 shares; 2025Q2: 4,597 shares; 2025Q3: 7,373 shares; 2025Q4: 7,513 shares; 2026Q1: 5,506 shares 5,506 $162K 0.01% -2,007 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: 312 shares; 2024Q4: 418 shares; 2025Q1: 1,599 shares; 2025Q2: 3,711 shares; 2025Q3: 5,525 shares; 2025Q4: 3,699 shares; 2026Q1: 3,473 shares 3,473 $160K 0.01% -226 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: not reported; 2024Q4: not reported; 2025Q1: 12,209 shares; 2025Q2: 7,000 shares; 2025Q3: 7,093 shares; 2025Q4: 7,137 shares; 2026Q1: 7,000 shares 7,000 $156K 0.01% -137 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: 794 shares; 2024Q4: 1,361 shares; 2025Q1: 678 shares; 2025Q2: 771 shares; 2025Q3: 837 shares; 2025Q4: 700 shares; 2026Q1: 590 shares 590 $155K 0.01% -110 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 856 shares 856 $154K 0.01% -352 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 6,276 shares; 2025Q4: 3,574 shares; 2026Q1: 2,336 shares 2,336 $153K 0.01% -1,238 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: 4,260 shares; 2024Q4: 3,113 shares; 2025Q1: 3,575 shares; 2025Q2: 3,442 shares; 2025Q3: 5,659 shares; 2025Q4: 6,806 shares; 2026Q1: 4,622 shares 4,622 $151K 0.01% -2,184 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 2,110 shares; 2025Q1: 1,084 shares; 2025Q2: 424 shares; 2025Q3: 648 shares; 2025Q4: 367 shares; 2026Q1: 338 shares 338 $151K 0.01% -29 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 6,408 shares; 2025Q1: 7,800 shares; 2025Q2: 8,540 shares; 2025Q3: 4,605 shares; 2025Q4: 4,595 shares; 2026Q1: 1,657 shares 1,657 $151K 0.01% -2,938 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,039 shares; 2026Q1: 1,191 shares 1,191 $151K 0.01% +152 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: 3,360 shares; 2024Q4: 4,027 shares; 2025Q1: 3,462 shares; 2025Q2: 2,962 shares; 2025Q3: 2,862 shares; 2025Q4: 2,862 shares; 2026Q1: 2,862 shares 2,862 $150K 0.01% 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: 2,114 shares; 2024Q4: 371 shares; 2025Q1: 1,912 shares; 2025Q2: 382 shares; 2025Q3: 539 shares; 2025Q4: 580 shares; 2026Q1: 435 shares 435 $150K 0.01% -145 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 111 shares; 2025Q1: 222 shares; 2025Q2: 100 shares; 2025Q3: 812 shares; 2025Q4: 756 shares; 2026Q1: 756 shares 756 $150K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,375 shares 9,375 $148K 0.01% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: 4,427 shares; 2026Q1: 4,427 shares 4,427 $147K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $147K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 826 shares; 2025Q1: 790 shares; 2025Q2: 750 shares; 2025Q3: 551 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $145K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,323 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares 1,799 $144K 0.01% 0 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: 3,222 shares; 2024Q4: 5,459 shares; 2025Q1: 4,635 shares; 2025Q2: 1,648 shares; 2025Q3: 1,198 shares; 2025Q4: 1,058 shares; 2026Q1: 964 shares 964 $141K 0.01% -94 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,459 shares; 2024Q4: 11,459 shares; 2025Q1: 11,459 shares; 2025Q2: 11,459 shares; 2025Q3: 11,459 shares; 2025Q4: 11,459 shares; 2026Q1: 11,459 shares 11,459 $141K 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: 1,352 shares; 2024Q4: 76 shares; 2025Q1: 915 shares; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 90 shares; 2026Q1: 2,615 shares 2,615 $140K 0.01% +2,525 Timeline HYLB 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: 700 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 3,800 shares 3,800 $137K <0.01% -900 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: 1,434 shares; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares 4,434 $137K <0.01% 0 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: 3,898 shares; 2024Q4: 3,514 shares; 2025Q1: 4,048 shares; 2025Q2: 3,494 shares; 2025Q3: 337 shares; 2025Q4: 719 shares; 2026Q1: 561 shares 561 $137K <0.01% -158 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: 190 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 110 shares; 2025Q3: 188 shares; 2025Q4: 172 shares; 2026Q1: 160 shares 160 $135K <0.01% -12 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $135K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 3,185 shares; 2025Q3: 2,188 shares; 2025Q4: 1,779 shares; 2026Q1: 1,957 shares 1,957 $131K <0.01% +178 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: 13,311 shares; 2024Q4: not reported; 2025Q1: 10,076 shares; 2025Q2: not reported; 2025Q3: 1,802 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $129K <0.01% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $129K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 1,370 shares; 2025Q3: 2,900 shares; 2025Q4: 1,910 shares; 2026Q1: 3,346 shares 3,346 $129K <0.01% +1,436 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: 6,676 shares; 2024Q4: 5,590 shares; 2025Q1: 7,127 shares; 2025Q2: 5,567 shares; 2025Q3: 735 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $128K <0.01% 0 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 373 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 293 shares 293 $126K <0.01% -130 Timeline UITB 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: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $126K <0.01% 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: 978 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 645 shares; 2025Q4: 637 shares; 2026Q1: 637 shares 637 $125K <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: 223 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 995 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $123K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 509 shares; 2025Q2: 848 shares; 2025Q3: 852 shares; 2025Q4: 848 shares; 2026Q1: 648 shares 648 $118K <0.01% -200 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 291 shares; 2025Q1: 2,061 shares; 2025Q2: 230 shares; 2025Q3: 358 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $118K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 527 shares; 2025Q4: 594 shares; 2026Q1: 594 shares 594 $117K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 613 shares; 2025Q4: 651 shares; 2026Q1: 669 shares 669 $117K <0.01% +18 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362 $117K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 989 shares; 2025Q1: 1,189 shares; 2025Q2: 989 shares; 2025Q3: 1,928 shares; 2025Q4: 1,824 shares; 2026Q1: 1,624 shares 1,624 $117K <0.01% -200 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 1,447 shares 1,447 $117K <0.01% +1,416 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,187 shares; 2025Q3: 4,187 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares 1,497 $116K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 958 shares; 2025Q1: 1,159 shares; 2025Q2: 1,296 shares; 2025Q3: 4,564 shares; 2025Q4: 1,261 shares; 2026Q1: 958 shares 958 $113K <0.01% -303 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: 100 shares; 2024Q4: 39 shares; 2025Q1: 23 shares; 2025Q2: 589 shares; 2025Q3: 1,413 shares; 2025Q4: 889 shares; 2026Q1: 603 shares 603 $112K <0.01% -286 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: 103 shares; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: 2,347 shares; 2026Q1: 1,873 shares 1,873 $112K <0.01% -474 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: 28,329 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429 shares 1,429 $112K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,150 shares; 2025Q1: 2,313 shares; 2025Q2: 648 shares; 2025Q3: 1,079 shares; 2025Q4: 956 shares; 2026Q1: 857 shares 857 $111K <0.01% -99 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 2,227 shares; 2025Q1: 2,207 shares; 2025Q2: 2,204 shares; 2025Q3: 2,596 shares; 2025Q4: 671 shares; 2026Q1: 545 shares 545 $111K <0.01% -126 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares 1,738 $108K <0.01% 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: 737 shares; 2024Q4: 78 shares; 2025Q1: 68 shares; 2025Q2: 1,030 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 794 shares 794 $107K <0.01% -212 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 2,332 shares; 2025Q1: 281 shares; 2025Q2: 1,415 shares; 2025Q3: 1,366 shares; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares 1,607 $107K <0.01% 0 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 2,713 shares 2,713 $103K <0.01% +973 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $101K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 654 shares; 2025Q3: 698 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $100K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $100K <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: 1,878 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 833 shares; 2025Q3: 1,171 shares; 2025Q4: 641 shares; 2026Q1: 574 shares 574 $99.1K <0.01% -67 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: 1,000 shares; 2024Q4: 3,660 shares; 2025Q1: 2,660 shares; 2025Q2: 1,378 shares; 2025Q3: 1,073 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $98.1K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 296 shares; 2025Q1: 271 shares; 2025Q2: 384 shares; 2025Q3: 445 shares; 2025Q4: 441 shares; 2026Q1: 328 shares 328 $96.9K <0.01% -113 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 531 shares; 2025Q1: 570 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $96.3K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 2,011 shares; 2025Q3: 1,999 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares 1,963 $96K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares; 2025Q2: 7,306 shares; 2025Q3: 19,434 shares; 2025Q4: 10,526 shares; 2026Q1: 7,033 shares 7,033 $95K <0.01% -3,493 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 389 shares; 2025Q1: 343 shares; 2025Q2: 1,236 shares; 2025Q3: 1,271 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares 1,521 $91.8K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 259 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $91.5K <0.01% 0 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $90.1K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 31 shares; 2025Q1: 673 shares; 2025Q2: 15 shares; 2025Q3: 103 shares; 2025Q4: 212 shares; 2026Q1: 148 shares 148 $87.1K <0.01% -64 Timeline IYF 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares 729 $85.8K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 428 shares; 2025Q1: 1,149 shares; 2025Q2: 407 shares; 2025Q3: 478 shares; 2025Q4: 448 shares; 2026Q1: 398 shares 398 $85.3K <0.01% -50 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,009 shares; 2025Q1: 4,504 shares; 2025Q2: 206 shares; 2025Q3: 815 shares; 2025Q4: 617 shares; 2026Q1: 606 shares 606 $85.1K <0.01% -11 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: 5,839 shares; 2024Q4: 2,980 shares; 2025Q1: 1,541 shares; 2025Q2: 860 shares; 2025Q3: 607 shares; 2025Q4: 679 shares; 2026Q1: 465 shares 465 $84.7K <0.01% -214 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 970 shares; 2025Q2: 450 shares; 2025Q3: 1,587 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $84.6K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 930 shares 930 $83.8K <0.01% +452 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: 129 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $83.2K <0.01% 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: 1,620 shares; 2024Q4: 805 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 887 shares; 2025Q4: 856 shares; 2026Q1: 335 shares 335 $83.2K <0.01% -521 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 31 shares; 2025Q1: 1,390 shares; 2025Q2: 1,453 shares; 2025Q3: 1,967 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $82.2K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 27 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $81.1K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,418 shares; 2025Q1: 7,802 shares; 2025Q2: 6,269 shares; 2025Q3: 6,400 shares; 2025Q4: 7,414 shares; 2026Q1: 1,171 shares 1,171 $80K <0.01% -6,243 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $80K <0.01% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares 2,139 $78.3K <0.01% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $78K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $77.9K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 140 shares; 2025Q1: 157 shares; 2025Q2: 100 shares; 2025Q3: 205 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $77.2K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 699 shares 699 $77.2K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $77K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 432 shares; 2025Q1: 1,200 shares; 2025Q2: 457 shares; 2025Q3: 1,011 shares; 2025Q4: 481 shares; 2026Q1: 471 shares 471 $75.5K <0.01% -10 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 1,560 shares 1,560 $75.4K <0.01% +1,303 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: 5 shares; 2024Q4: 23 shares; 2025Q1: 301 shares; 2025Q2: 10 shares; 2025Q3: 137 shares; 2025Q4: 396 shares; 2026Q1: 346 shares 346 $75K <0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 3,717 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $74.9K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 964 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $74.8K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 278 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 1,101 shares; 2025Q4: 717 shares; 2026Q1: 482 shares 482 $73.5K <0.01% -235 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: 403 shares; 2024Q4: 464 shares; 2025Q1: 425 shares; 2025Q2: 525 shares; 2025Q3: 563 shares; 2025Q4: 543 shares; 2026Q1: 420 shares 420 $72.8K <0.01% -123 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: 675 shares; 2024Q4: 1,485 shares; 2025Q1: 1,345 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $71.3K <0.01% 0 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares 2,634 $70.9K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 2,921 shares; 2025Q4: 1,209 shares; 2026Q1: 500 shares 500 $70.6K <0.01% -709 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 1,270 shares; 2025Q1: 132 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $69.9K <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: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $69.8K <0.01% 0 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: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $69.8K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 190 shares; 2025Q1: 151 shares; 2025Q2: 251 shares; 2025Q3: 280 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $69.6K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 37 shares; 2025Q1: 1,166 shares; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 305 shares; 2026Q1: 215 shares 215 $69.4K <0.01% -90 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: 4,826 shares; 2024Q4: 6,439 shares; 2025Q1: 7,688 shares; 2025Q2: 4,754 shares; 2025Q3: 1,512 shares; 2025Q4: 1,342 shares; 2026Q1: 1,273 shares 1,273 $67.8K <0.01% -69 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 543 shares; 2025Q3: 626 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617 $67.6K <0.01% 0 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: 1,188 shares; 2024Q4: 4,752 shares; 2025Q1: 3,212 shares; 2025Q2: 2,303 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $67K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146 shares; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 1,182 shares; 2025Q3: 4,406 shares; 2025Q4: 1,305 shares; 2026Q1: 1,182 shares 1,182 $65.8K <0.01% -123 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: 1,633 shares; 2024Q4: 1,083 shares; 2025Q1: 2,420 shares; 2025Q2: 2,540 shares; 2025Q3: 4,713 shares; 2025Q4: 4,062 shares; 2026Q1: 1,454 shares 1,454 $65.8K <0.01% -2,608 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 52 shares; 2025Q2: 38 shares; 2025Q3: 64 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $65.7K <0.01% 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: 863 shares; 2024Q4: 587 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 574 shares; 2025Q4: 1,007 shares; 2026Q1: 772 shares 772 $64.6K <0.01% -235 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 205 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 306 shares 306 $64.6K <0.01% -292 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 383 shares; 2025Q4: 676 shares; 2026Q1: 579 shares 579 $63.5K <0.01% -97 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares 3,037 $63.4K <0.01% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 742 shares 742 $63K <0.01% +712 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $62K <0.01% 0 Timeline FAN 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: 8,870 shares; 2024Q4: not reported; 2025Q1: 7,684 shares; 2025Q2: 6,423 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,429 shares 2,429 $60.1K <0.01% -5 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares; 2026Q1: 1,032 shares 1,032 $59.4K <0.01% -61 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,440 shares; 2025Q2: 440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 870 shares 870 $59.3K <0.01% -570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 4,657 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares 1,431 $58.3K <0.01% 0 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 1,374 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $58.1K <0.01% 0 Timeline KLRS KALARIS THERAPEUTICS INC More: the full row for KALARIS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $57.7K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 538 shares; 2026Q1: 827 shares 827 $57.3K <0.01% +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: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares 1,513 $57.3K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 565 shares; 2025Q4: 726 shares; 2026Q1: 565 shares 565 $56.9K <0.01% -161 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 560 shares; 2025Q1: 110 shares; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591 shares 591 $56.4K <0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $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: 2,256 shares; 2024Q4: 3,615 shares; 2025Q1: 3,432 shares; 2025Q2: 2,826 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 1,054 shares 1,054 $55.9K <0.01% +103 Timeline UBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares 2,501 $54.5K <0.01% new Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,087 shares 2,087 $53.8K <0.01% new 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: 130 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 882 shares; 2025Q3: 259 shares; 2025Q4: 1,652 shares; 2026Q1: 698 shares 698 $53.1K <0.01% -954 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 1,482 shares; 2025Q2: 766 shares; 2025Q3: 1,948 shares; 2025Q4: 766 shares; 2026Q1: 766 shares 766 $52.8K <0.01% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,427 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $52.7K <0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares 1,018 $52.4K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 81 shares 81 $52.2K <0.01% -44 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: 414 shares; 2024Q4: 212 shares; 2025Q1: 723 shares; 2025Q2: 212 shares; 2025Q3: 277 shares; 2025Q4: 346 shares; 2026Q1: 346 shares 346 $51.9K <0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 951 shares; 2025Q3: 851 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551 $51.4K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 155 shares; 2025Q1: 93 shares; 2025Q2: 63 shares; 2025Q3: 163 shares; 2025Q4: 394 shares; 2026Q1: 376 shares 376 $51.2K <0.01% -18 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 385 shares; 2025Q4: 692 shares; 2026Q1: 385 shares 385 $51K <0.01% -307 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: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 976 shares; 2025Q4: 638 shares; 2026Q1: 636 shares 636 $50.4K <0.01% -2 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 3,206 shares; 2025Q1: 1,774 shares; 2025Q2: 585 shares; 2025Q3: 564 shares; 2025Q4: 562 shares; 2026Q1: 69 shares 69 $50.2K <0.01% -493 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $49.9K <0.01% 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: 68 shares; 2024Q4: 44 shares; 2025Q1: 99 shares; 2025Q2: 35 shares; 2025Q3: 188 shares; 2025Q4: 172 shares; 2026Q1: 153 shares 153 $49K <0.01% -19 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: 613 shares; 2024Q4: 53 shares; 2025Q1: 486 shares; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 578 shares; 2026Q1: 358 shares 358 $49K <0.01% -220 Timeline TAN 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: 3,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,148 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 873 shares 873 $48.6K <0.01% -144 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: 220 shares; 2024Q4: 217 shares; 2025Q1: 274 shares; 2025Q2: 153 shares; 2025Q3: 784 shares; 2025Q4: 421 shares; 2026Q1: 167 shares 167 $48.5K <0.01% -254 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 178 shares; 2025Q1: 844 shares; 2025Q2: 421 shares; 2025Q3: 941 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $47.6K <0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $47.5K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: not reported; 2025Q1: 4,154 shares; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 888 shares; 2026Q1: 700 shares 700 $47.3K <0.01% -188 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 270 shares; 2025Q1: 943 shares; 2025Q2: 270 shares; 2025Q3: 622 shares; 2025Q4: 351 shares; 2026Q1: 288 shares 288 $46.6K <0.01% -63 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463 shares 463 $46.2K <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: 2,818 shares; 2024Q4: not reported; 2025Q1: 2,309 shares; 2025Q2: 649 shares; 2025Q3: 911 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $45.8K <0.01% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: 1,850 shares; 2025Q4: 383 shares; 2026Q1: 1,436 shares 1,436 $45.3K <0.01% +1,053 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $44.5K <0.01% 0 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: 767 shares; 2024Q4: 745 shares; 2025Q1: 694 shares; 2025Q2: 419 shares; 2025Q3: 508 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $43.7K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 116 shares; 2025Q1: 704 shares; 2025Q2: 117 shares; 2025Q3: 119 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $43.6K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: not reported; 2025Q3: 2,614 shares; 2025Q4: 1,790 shares; 2026Q1: 606 shares 606 $42.9K <0.01% -1,184 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 260 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $42.2K <0.01% 0 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares 1,799 $42.1K <0.01% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $41K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 238 shares; 2025Q1: 746 shares; 2025Q2: 231 shares; 2025Q3: 535 shares; 2025Q4: 335 shares; 2026Q1: 230 shares 230 $40.4K <0.01% -105 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 181 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 792 shares; 2025Q4: 363 shares; 2026Q1: 167 shares 167 $40K <0.01% -196 Timeline