SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,344 shares; 2025Q2: 157,750 shares; 2025Q3: 157,624 shares; 2025Q4: 86,209 shares; 2026Q1: 637,029 shares 637,029 $64.1M 5.5% +550,820 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300,083 shares 2,300,083 $60.3M 5.17% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,106 shares; 2024Q4: 464,106 shares; 2025Q1: 582,144 shares; 2025Q2: 622,858 shares; 2025Q3: 629,404 shares; 2025Q4: 730,840 shares; 2026Q1: 792,195 shares 792,195 $50.8M 4.35% +61,355 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: 165,009 shares; 2024Q4: 165,009 shares; 2025Q1: 159,670 shares; 2025Q2: 155,647 shares; 2025Q3: 153,091 shares; 2025Q4: 147,645 shares; 2026Q1: 145,063 shares 145,063 $36.8M 3.16% -2,582 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: 82,657 shares; 2024Q4: 82,657 shares; 2025Q1: 90,851 shares; 2025Q2: 92,009 shares; 2025Q3: 91,442 shares; 2025Q4: 88,462 shares; 2026Q1: 88,604 shares 88,604 $32.8M 2.81% +142 Timeline ILF 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: 245,690 shares; 2025Q2: 319,901 shares; 2025Q3: 320,558 shares; 2025Q4: 548,001 shares; 2026Q1: 801,157 shares 801,157 $28.5M 2.44% +253,156 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: 48,818 shares; 2024Q4: 48,818 shares; 2025Q1: 73,581 shares; 2025Q2: 87,894 shares; 2025Q3: 89,468 shares; 2025Q4: 81,945 shares; 2026Q1: 85,723 shares 85,723 $24.7M 2.11% +3,778 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: 186,120 shares; 2024Q4: 185,652 shares; 2025Q1: 184,335 shares; 2025Q2: 182,661 shares; 2025Q3: 173,199 shares; 2025Q4: 174,490 shares; 2026Q1: 163,643 shares 163,643 $23.6M 2.03% -10,847 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 58,529 shares; 2025Q4: 125,136 shares; 2026Q1: 496,108 shares 496,108 $22.7M 1.95% +370,972 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: 71,177 shares; 2024Q4: 71,177 shares; 2025Q1: 73,227 shares; 2025Q2: 74,918 shares; 2025Q3: 75,718 shares; 2025Q4: 73,540 shares; 2026Q1: 71,328 shares 71,328 $21M 1.8% -2,212 Timeline SCHO 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: 271,689 shares; 2024Q4: 271,689 shares; 2025Q1: 698,914 shares; 2025Q2: 738,743 shares; 2025Q3: 758,142 shares; 2025Q4: 795,344 shares; 2026Q1: 859,892 shares 859,892 $20.9M 1.79% +64,548 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 158,274 shares; 2025Q2: 191,509 shares; 2025Q3: 191,582 shares; 2025Q4: 196,353 shares; 2026Q1: 513,876 shares 513,876 $20.4M 1.75% +317,523 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: 234,153 shares; 2024Q4: 234,153 shares; 2025Q1: 233,131 shares; 2025Q2: 220,613 shares; 2025Q3: 219,257 shares; 2025Q4: 222,135 shares; 2026Q1: 218,582 shares 218,582 $20.3M 1.74% -3,553 Timeline VGK 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: 180,522 shares; 2024Q4: 180,522 shares; 2025Q1: 201,988 shares; 2025Q2: 199,451 shares; 2025Q3: 201,201 shares; 2025Q4: 236,812 shares; 2026Q1: 242,475 shares 242,475 $20M 1.71% +5,663 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: 24,805 shares; 2024Q4: 24,805 shares; 2025Q1: 23,474 shares; 2025Q2: 22,918 shares; 2025Q3: 23,152 shares; 2025Q4: 22,055 shares; 2026Q1: 21,679 shares 21,679 $19.9M 1.71% -376 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671,357 shares; 2024Q4: 671,357 shares; 2025Q1: 770,900 shares; 2025Q2: 782,504 shares; 2025Q3: 819,597 shares; 2025Q4: 849,836 shares; 2026Q1: 872,105 shares 872,105 $19.6M 1.68% +22,269 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605,120 shares; 2024Q4: 605,120 shares; 2025Q1: 778,448 shares; 2025Q2: 791,883 shares; 2025Q3: 818,071 shares; 2025Q4: 845,879 shares; 2026Q1: 870,420 shares 870,420 $19.4M 1.66% +24,541 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: 7,507 shares; 2024Q4: 7,507 shares; 2025Q1: 65,484 shares; 2025Q2: 65,750 shares; 2025Q3: 66,944 shares; 2025Q4: 60,224 shares; 2026Q1: 57,920 shares 57,920 $17.9M 1.54% -2,304 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,204 shares; 2024Q4: 515,204 shares; 2025Q1: 704,956 shares; 2025Q2: 716,790 shares; 2025Q3: 745,513 shares; 2025Q4: 773,001 shares; 2026Q1: 797,733 shares 797,733 $17.4M 1.49% +24,732 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,596 shares; 2025Q2: 165,083 shares; 2025Q3: 267,068 shares; 2025Q4: 817,511 shares; 2026Q1: 851,413 shares 851,413 $16.8M 1.44% +33,902 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: 72,037 shares; 2024Q4: 72,037 shares; 2025Q1: 75,814 shares; 2025Q2: 79,212 shares; 2025Q3: 74,046 shares; 2025Q4: 76,009 shares; 2026Q1: 74,267 shares 74,267 $16M 1.37% -1,742 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,099 shares; 2024Q4: 137,099 shares; 2025Q1: 134,085 shares; 2025Q2: 128,492 shares; 2025Q3: 127,148 shares; 2025Q4: 126,715 shares; 2026Q1: 80,236 shares 80,236 $15.4M 1.32% -46,479 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: 84,208 shares; 2024Q4: 84,208 shares; 2025Q1: 70,560 shares; 2025Q2: 66,160 shares; 2025Q3: 65,111 shares; 2025Q4: 64,199 shares; 2026Q1: 61,587 shares 61,587 $14.8M 1.27% -2,612 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: 74,174 shares; 2024Q4: 74,174 shares; 2025Q1: 88,050 shares; 2025Q2: 82,722 shares; 2025Q3: 81,530 shares; 2025Q4: 71,338 shares; 2026Q1: 76,292 shares 76,292 $13.3M 1.14% +4,954 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: 746,894 shares; 2024Q4: 746,894 shares; 2025Q1: 737,681 shares; 2025Q2: 683,248 shares; 2025Q3: 683,820 shares; 2025Q4: 669,713 shares; 2026Q1: 194,424 shares 194,424 $13.1M 1.13% -475,289 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,229 shares; 2024Q4: 211,229 shares; 2025Q1: 192,618 shares; 2025Q2: 182,963 shares; 2025Q3: 181,614 shares; 2025Q4: 180,032 shares; 2026Q1: 177,870 shares 177,870 $12.5M 1.07% -2,162 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: 8,559 shares; 2024Q4: 8,559 shares; 2025Q1: 8,077 shares; 2025Q2: 7,494 shares; 2025Q3: 55,073 shares; 2025Q4: 41,100 shares; 2026Q1: 48,920 shares 48,920 $11.9M 1.02% +7,820 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,100 shares; 2026Q1: 233,373 shares 233,373 $11.5M 0.99% +134,273 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: 50,051 shares; 2024Q4: 50,051 shares; 2025Q1: 49,423 shares; 2025Q2: 49,275 shares; 2025Q3: 50,285 shares; 2025Q4: 48,076 shares; 2026Q1: 47,291 shares 47,291 $10.3M 0.88% -785 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: 11,652 shares; 2024Q4: 11,652 shares; 2025Q1: 13,567 shares; 2025Q2: 12,325 shares; 2025Q3: 11,690 shares; 2025Q4: 10,539 shares; 2026Q1: 10,277 shares 10,277 $10.2M 0.88% -262 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163,205 shares; 2026Q1: 197,258 shares 197,258 $9.65M 0.83% +34,053 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: 82,751 shares; 2024Q4: 82,751 shares; 2025Q1: 82,452 shares; 2025Q2: 84,163 shares; 2025Q3: 82,990 shares; 2025Q4: 87,334 shares; 2026Q1: 76,547 shares 76,547 $9.42M 0.81% -10,787 Timeline DGRW 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: 132,360 shares; 2024Q4: 132,360 shares; 2025Q1: 128,300 shares; 2025Q2: 122,973 shares; 2025Q3: 121,448 shares; 2025Q4: 120,055 shares; 2026Q1: 105,557 shares 105,557 $9.27M 0.8% -14,498 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: 17,072 shares; 2024Q4: 17,072 shares; 2025Q1: 23,062 shares; 2025Q2: 23,869 shares; 2025Q3: 24,462 shares; 2025Q4: 23,383 shares; 2026Q1: 44,351 shares 44,351 $9.24M 0.79% +20,968 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 12,877 shares; 2025Q2: 13,233 shares; 2025Q3: 13,533 shares; 2025Q4: 14,962 shares; 2026Q1: 15,698 shares 15,698 $8.98M 0.77% +736 Timeline FXI 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: 239,553 shares; 2025Q2: 54,793 shares; 2025Q3: 239,086 shares; 2025Q4: 249,882 shares; 2026Q1: 248,738 shares 248,738 $8.93M 0.77% -1,144 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: 34,801 shares; 2024Q4: 34,801 shares; 2025Q1: 37,971 shares; 2025Q2: 38,222 shares; 2025Q3: 39,309 shares; 2025Q4: 36,462 shares; 2026Q1: 36,723 shares 36,723 $8.44M 0.72% +261 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: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 4,052 shares; 2025Q2: 28,347 shares; 2025Q3: 32,292 shares; 2025Q4: 31,206 shares; 2026Q1: 29,364 shares 29,364 $8.33M 0.71% -1,842 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: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,239 shares; 2025Q2: 4,439 shares; 2025Q3: 4,415 shares; 2025Q4: 46,273 shares; 2026Q1: 54,121 shares 54,121 $7.93M 0.68% +7,848 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: 35,128 shares; 2024Q4: 35,128 shares; 2025Q1: 32,573 shares; 2025Q2: 34,039 shares; 2025Q3: 31,444 shares; 2025Q4: 64,584 shares; 2026Q1: 59,374 shares 59,374 $7.9M 0.68% -5,210 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: 5,658 shares; 2024Q4: 5,658 shares; 2025Q1: 46,618 shares; 2025Q2: 48,038 shares; 2025Q3: 48,380 shares; 2025Q4: 44,154 shares; 2026Q1: 45,128 shares 45,128 $7.21M 0.62% +974 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: 21,113 shares; 2024Q4: 21,113 shares; 2025Q1: 24,155 shares; 2025Q2: 25,385 shares; 2025Q3: 26,091 shares; 2025Q4: 23,991 shares; 2026Q1: 16,511 shares 16,511 $7.1M 0.61% -7,480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,803 shares; 2026Q1: 9,264 shares 9,264 $6.74M 0.58% +461 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: 55,350 shares; 2024Q4: 55,350 shares; 2025Q1: 53,707 shares; 2025Q2: 52,990 shares; 2025Q3: 51,794 shares; 2025Q4: 48,274 shares; 2026Q1: 39,759 shares 39,759 $6.66M 0.57% -8,515 Timeline JBS JBS N.V. More: the full row for JBS 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: 393,565 shares; 2025Q3: 388,881 shares; 2025Q4: 388,565 shares; 2026Q1: 367,865 shares 367,865 $6.61M 0.57% -20,700 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: 6,472 shares; 2024Q4: 6,472 shares; 2025Q1: 39,111 shares; 2025Q2: 40,073 shares; 2025Q3: 41,162 shares; 2025Q4: 36,100 shares; 2026Q1: 38,317 shares 38,317 $6.48M 0.56% +2,217 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: 93,641 shares; 2024Q4: 93,641 shares; 2025Q1: 270,269 shares; 2025Q2: 261,186 shares; 2025Q3: 262,071 shares; 2025Q4: 258,343 shares; 2026Q1: 232,093 shares 232,093 $6.46M 0.55% -26,250 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: 194,122 shares; 2024Q4: 194,122 shares; 2025Q1: 170,586 shares; 2025Q2: 158,369 shares; 2025Q3: 151,418 shares; 2025Q4: 146,552 shares; 2026Q1: 135,385 shares 135,385 $6.43M 0.55% -11,167 Timeline EWH 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: 313,507 shares; 2025Q4: 411,325 shares; 2026Q1: 276,218 shares 276,218 $6.38M 0.55% -135,107 Timeline EWT 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: 43,385 shares; 2025Q3: 91,334 shares; 2025Q4: 102,402 shares; 2026Q1: 89,575 shares 89,575 $6.35M 0.54% -12,827 Timeline AAXJ 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: 109,150 shares; 2025Q2: 54,147 shares; 2025Q3: 71,768 shares; 2025Q4: 71,984 shares; 2026Q1: 65,961 shares 65,961 $6.35M 0.54% -6,023 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: 76,939 shares; 2024Q4: 76,939 shares; 2025Q1: 75,725 shares; 2025Q2: 71,479 shares; 2025Q3: 74,046 shares; 2025Q4: 70,220 shares; 2026Q1: 68,203 shares 68,203 $6.33M 0.54% -2,017 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631,103 shares; 2025Q2: 291,618 shares; 2025Q3: 255,080 shares; 2025Q4: 251,754 shares; 2026Q1: 155,343 shares 155,343 $6.32M 0.54% -96,411 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,246 shares; 2025Q2: 21,246 shares; 2025Q3: 97,294 shares; 2025Q4: 112,491 shares; 2026Q1: 136,301 shares 136,301 $6.16M 0.53% +23,810 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: 30,206 shares; 2024Q4: 30,206 shares; 2025Q1: 26,499 shares; 2025Q2: 26,237 shares; 2025Q3: 24,874 shares; 2025Q4: 27,996 shares; 2026Q1: 25,197 shares 25,197 $6.13M 0.53% -2,799 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: 20,511 shares; 2024Q4: 20,511 shares; 2025Q1: 20,915 shares; 2025Q2: 21,842 shares; 2025Q3: 21,767 shares; 2025Q4: 20,924 shares; 2026Q1: 19,748 shares 19,748 $5.97M 0.51% -1,176 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: 10,263 shares; 2024Q4: 10,263 shares; 2025Q1: 10,186 shares; 2025Q2: 9,889 shares; 2025Q3: 10,252 shares; 2025Q4: 9,601 shares; 2026Q1: 9,606 shares 9,606 $5.81M 0.5% +5 Timeline XMHQ 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: 90,738 shares; 2024Q4: 90,738 shares; 2025Q1: 44,156 shares; 2025Q2: 43,385 shares; 2025Q3: 44,571 shares; 2025Q4: 49,356 shares; 2026Q1: 55,618 shares 55,618 $5.75M 0.49% +6,262 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: 15,727 shares; 2024Q4: 15,727 shares; 2025Q1: 18,029 shares; 2025Q2: 18,194 shares; 2025Q3: 18,721 shares; 2025Q4: 16,852 shares; 2026Q1: 17,045 shares 17,045 $5.61M 0.48% +193 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,212 shares; 2026Q1: 64,137 shares 64,137 $5.42M 0.46% -75 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: 11,185 shares; 2024Q4: 11,185 shares; 2025Q1: 12,731 shares; 2025Q2: 12,941 shares; 2025Q3: 13,195 shares; 2025Q4: 12,208 shares; 2026Q1: 12,174 shares 12,174 $5.41M 0.46% -34 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: 8,951 shares; 2024Q4: 8,951 shares; 2025Q1: 8,648 shares; 2025Q2: 8,618 shares; 2025Q3: 8,560 shares; 2025Q4: 8,795 shares; 2026Q1: 8,258 shares 8,258 $5.37M 0.46% -537 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 17,578 shares; 2026Q1: 21,676 shares 21,676 $5.36M 0.46% +4,098 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 8,290 shares; 2025Q1: 9,520 shares; 2025Q2: 10,048 shares; 2025Q3: 9,855 shares; 2025Q4: 10,458 shares; 2026Q1: 8,137 shares 8,137 $5.32M 0.46% -2,321 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: 12,291 shares; 2024Q4: 12,291 shares; 2025Q1: 11,958 shares; 2025Q2: 11,958 shares; 2025Q3: 11,873 shares; 2025Q4: 12,328 shares; 2026Q1: 26,731 shares 26,731 $5.16M 0.44% +14,403 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: 252,110 shares; 2024Q4: 252,110 shares; 2025Q1: 224,818 shares; 2025Q2: 223,980 shares; 2025Q3: 224,993 shares; 2025Q4: 64,568 shares; 2026Q1: 41,307 shares 41,307 $5.13M 0.44% -23,261 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: 35,988 shares; 2024Q4: 35,988 shares; 2025Q1: 31,514 shares; 2025Q2: 31,415 shares; 2025Q3: 31,087 shares; 2025Q4: 31,383 shares; 2026Q1: 24,351 shares 24,351 $5.04M 0.43% -7,032 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: 147,373 shares; 2024Q4: 147,373 shares; 2025Q1: 143,579 shares; 2025Q2: 143,718 shares; 2025Q3: 143,698 shares; 2025Q4: 142,246 shares; 2026Q1: 119,782 shares 119,782 $4.92M 0.42% -22,464 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,048 shares; 2025Q2: 157,435 shares; 2025Q3: 105,602 shares; 2025Q4: 111,853 shares; 2026Q1: 83,234 shares 83,234 $4.87M 0.42% -28,619 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,588 shares; 2025Q2: 83,438 shares; 2025Q3: 75,180 shares; 2025Q4: 75,881 shares; 2026Q1: 75,779 shares 75,779 $4.76M 0.41% -102 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: 5,384 shares; 2024Q4: 5,384 shares; 2025Q1: 5,546 shares; 2025Q2: 5,341 shares; 2025Q3: 5,391 shares; 2025Q4: 6,317 shares; 2026Q1: 5,546 shares 5,546 $4.67M 0.4% -771 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: 15,547 shares; 2024Q4: 15,547 shares; 2025Q1: 15,586 shares; 2025Q2: 15,181 shares; 2025Q3: 14,782 shares; 2025Q4: 15,067 shares; 2026Q1: 15,112 shares 15,112 $4.34M 0.37% +45 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.37% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,868 shares; 2025Q2: 26,572 shares; 2025Q3: 26,517 shares; 2025Q4: 25,627 shares; 2026Q1: 20,877 shares 20,877 $4.24M 0.36% -4,750 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: not reported; 2024Q4: not reported; 2025Q1: 13,611 shares; 2025Q2: 13,995 shares; 2025Q3: 14,909 shares; 2025Q4: 14,366 shares; 2026Q1: 13,863 shares 13,863 $4.19M 0.36% -503 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: 27,042 shares; 2024Q4: 27,042 shares; 2025Q1: 27,036 shares; 2025Q2: 26,856 shares; 2025Q3: 26,856 shares; 2025Q4: 26,802 shares; 2026Q1: 26,602 shares 26,602 $4.19M 0.36% -200 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: 12,766 shares; 2024Q4: 12,766 shares; 2025Q1: 13,809 shares; 2025Q2: 13,901 shares; 2025Q3: 14,203 shares; 2025Q4: 13,702 shares; 2026Q1: 13,462 shares 13,462 $4.18M 0.36% -240 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: 7,016 shares; 2024Q4: not reported; 2025Q1: 6,909 shares; 2025Q2: 7,775 shares; 2025Q3: 7,515 shares; 2025Q4: 7,472 shares; 2026Q1: 7,141 shares 7,141 $4.12M 0.35% -331 Timeline LPRE EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS 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: 157,593 shares 157,593 $4.1M 0.35% new 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: 9,159 shares; 2024Q4: 9,159 shares; 2025Q1: 10,606 shares; 2025Q2: 10,788 shares; 2025Q3: 11,317 shares; 2025Q4: 10,586 shares; 2026Q1: 10,634 shares 10,634 $3.86M 0.33% +48 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 33,137 shares; 2025Q3: 34,433 shares; 2025Q4: 31,974 shares; 2026Q1: 29,805 shares 29,805 $3.79M 0.33% -2,169 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,125 shares; 2025Q2: 10,505 shares; 2025Q3: 10,447 shares; 2025Q4: 10,377 shares; 2026Q1: 96,764 shares 96,764 $3.65M 0.31% +86,387 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: 13,271 shares; 2024Q4: 13,271 shares; 2025Q1: 13,371 shares; 2025Q2: 13,371 shares; 2025Q3: 13,190 shares; 2025Q4: 13,240 shares; 2026Q1: 10,615 shares 10,615 $3.63M 0.31% -2,625 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: 29,599 shares; 2024Q4: 29,599 shares; 2025Q1: 30,425 shares; 2025Q2: 30,264 shares; 2025Q3: 32,260 shares; 2025Q4: 30,784 shares; 2026Q1: 30,314 shares 30,314 $3.51M 0.3% -470 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,660 shares; 2024Q4: 18,660 shares; 2025Q1: 18,595 shares; 2025Q2: 18,789 shares; 2025Q3: 18,903 shares; 2025Q4: 16,945 shares; 2026Q1: 15,830 shares 15,830 $3.43M 0.29% -1,115 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 30,065 shares 30,065 $3.42M 0.29% new Timeline LGLV 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: 18,949 shares; 2024Q4: 18,949 shares; 2025Q1: 20,424 shares; 2025Q2: 21,005 shares; 2025Q3: 21,275 shares; 2025Q4: 21,657 shares; 2026Q1: 18,854 shares 18,854 $3.36M 0.29% -2,803 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: 4,806 shares; 2024Q4: 4,806 shares; 2025Q1: 4,788 shares; 2025Q2: 4,749 shares; 2025Q3: 4,701 shares; 2025Q4: 5,123 shares; 2026Q1: 4,724 shares 4,724 $3.35M 0.29% -399 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: 10,952 shares; 2024Q4: 10,952 shares; 2025Q1: 10,804 shares; 2025Q2: 12,908 shares; 2025Q3: 13,008 shares; 2025Q4: 12,183 shares; 2026Q1: 10,964 shares 10,964 $3.24M 0.28% -1,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,079 shares; 2025Q3: 3,384 shares; 2025Q4: 1,645 shares; 2026Q1: 17,713 shares 17,713 $3.03M 0.26% +16,068 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197,706 shares; 2025Q2: 196,673 shares; 2025Q3: 193,322 shares; 2025Q4: 196,926 shares; 2026Q1: 198,768 shares 198,768 $2.77M 0.24% +1,842 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: 8,118 shares; 2024Q4: 8,118 shares; 2025Q1: 7,469 shares; 2025Q2: 7,137 shares; 2025Q3: 6,941 shares; 2025Q4: 6,754 shares; 2026Q1: 5,744 shares 5,744 $2.75M 0.24% -1,010 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: 38,500 shares; 2024Q4: 38,500 shares; 2025Q1: 29,303 shares; 2025Q2: 27,835 shares; 2025Q3: 26,694 shares; 2025Q4: 23,474 shares; 2026Q1: 23,689 shares 23,689 $2.73M 0.23% +215 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,207 shares; 2025Q2: 202,693 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,343 shares 106,343 $2.71M 0.23% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 27,056 shares; 2026Q1: 32,823 shares 32,823 $2.66M 0.23% +5,767 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 191,550 shares; 2025Q3: 173,571 shares; 2025Q4: 152,441 shares; 2026Q1: 56,141 shares 56,141 $2.65M 0.23% -96,300 Timeline FTXG 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: 116,653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,359 shares 116,359 $2.58M 0.22% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,160 shares; 2025Q2: 169,914 shares; 2025Q3: 168,034 shares; 2025Q4: 171,430 shares; 2026Q1: 173,374 shares 173,374 $2.53M 0.22% +1,944 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226,897 shares; 2025Q2: 227,512 shares; 2025Q3: 224,758 shares; 2025Q4: 229,009 shares; 2026Q1: 231,541 shares 231,541 $2.51M 0.22% +2,532 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 1,760 shares; 2025Q2: 1,819 shares; 2025Q3: 1,848 shares; 2025Q4: 1,143 shares; 2026Q1: 1,685 shares 1,685 $2.48M 0.21% +542 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,401 shares 1,401 $2.42M 0.21% new 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: 6,171 shares; 2024Q4: 6,171 shares; 2025Q1: 6,055 shares; 2025Q2: 19,916 shares; 2025Q3: 7,149 shares; 2025Q4: 7,088 shares; 2026Q1: 7,075 shares 7,075 $2.39M 0.21% -13 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,400 shares 31,400 $2.32M 0.2% new 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: 11,189 shares; 2024Q4: 11,189 shares; 2025Q1: 10,866 shares; 2025Q2: 10,791 shares; 2025Q3: 10,414 shares; 2025Q4: 9,493 shares; 2026Q1: 9,217 shares 9,217 $2.24M 0.19% -276 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: 26,163 shares; 2024Q4: 26,163 shares; 2025Q1: 8,543 shares; 2025Q2: 8,374 shares; 2025Q3: 7,232 shares; 2025Q4: 6,929 shares; 2026Q1: 6,303 shares 6,303 $2.22M 0.19% -626 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: 9,879 shares; 2024Q4: 9,879 shares; 2025Q1: 8,035 shares; 2025Q2: 9,989 shares; 2025Q3: 13,887 shares; 2025Q4: 14,274 shares; 2026Q1: 8,924 shares 8,924 $2.16M 0.19% -5,350 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: 39,961 shares; 2024Q4: 39,961 shares; 2025Q1: 36,101 shares; 2025Q2: 32,874 shares; 2025Q3: 32,435 shares; 2025Q4: 31,730 shares; 2026Q1: 28,508 shares 28,508 $2.14M 0.18% -3,222 Timeline MCHI 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: 206,101 shares; 2025Q2: 134,259 shares; 2025Q3: 147,299 shares; 2025Q4: 190,832 shares; 2026Q1: 37,399 shares 37,399 $2.1M 0.18% -153,433 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: 21,555 shares; 2024Q4: 21,555 shares; 2025Q1: 22,624 shares; 2025Q2: 21,366 shares; 2025Q3: 17,611 shares; 2025Q4: 14,714 shares; 2026Q1: 13,471 shares 13,471 $1.98M 0.17% -1,243 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: 35,019 shares; 2024Q4: 35,019 shares; 2025Q1: 34,386 shares; 2025Q2: 34,303 shares; 2025Q3: 33,445 shares; 2025Q4: 33,920 shares; 2026Q1: 32,657 shares 32,657 $1.7M 0.15% -1,263 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: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares; 2026Q1: 3,046 shares 3,046 $1.7M 0.15% -275 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: 12,555 shares; 2024Q4: 12,555 shares; 2025Q1: 13,075 shares; 2025Q2: 12,535 shares; 2025Q3: 12,479 shares; 2025Q4: 12,455 shares; 2026Q1: 12,435 shares 12,435 $1.63M 0.14% -20 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: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,916 shares; 2025Q2: 3,243 shares; 2025Q3: 3,246 shares; 2025Q4: 2,753 shares; 2026Q1: 3,212 shares 3,212 $1.6M 0.14% +459 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: 22,759 shares; 2024Q4: 22,759 shares; 2025Q1: 22,958 shares; 2025Q2: 31,608 shares; 2025Q3: 31,608 shares; 2025Q4: 31,468 shares; 2026Q1: 32,468 shares 32,468 $1.6M 0.14% +1,000 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: 19,967 shares; 2024Q4: 19,967 shares; 2025Q1: 18,856 shares; 2025Q2: 18,819 shares; 2025Q3: 16,870 shares; 2025Q4: 16,699 shares; 2026Q1: 15,571 shares 15,571 $1.6M 0.14% -1,128 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: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,577 shares; 2025Q4: 4,860 shares; 2026Q1: 4,828 shares 4,828 $1.56M 0.13% -32 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: 7,021 shares; 2024Q4: 7,021 shares; 2025Q1: 6,321 shares; 2025Q2: 14,859 shares; 2025Q3: 12,359 shares; 2025Q4: 15,418 shares; 2026Q1: 15,478 shares 15,478 $1.5M 0.13% +60 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: 4,820 shares; 2024Q4: 4,820 shares; 2025Q1: 4,700 shares; 2025Q2: 6,174 shares; 2025Q3: 5,328 shares; 2025Q4: 5,077 shares; 2026Q1: 4,627 shares 4,627 $1.48M 0.13% -450 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: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 5,425 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 5,455 shares; 2026Q1: 4,105 shares 4,105 $1.47M 0.13% -1,350 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: 3,235 shares; 2024Q4: 3,235 shares; 2025Q1: 4,356 shares; 2025Q2: 4,499 shares; 2025Q3: 4,547 shares; 2025Q4: 3,883 shares; 2026Q1: 4,424 shares 4,424 $1.45M 0.12% +541 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: 5,498 shares; 2024Q4: 5,498 shares; 2025Q1: 5,444 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 5,644 shares; 2026Q1: 5,044 shares 5,044 $1.45M 0.12% -600 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: 6,429 shares; 2024Q4: 6,429 shares; 2025Q1: 3,225 shares; 2025Q2: 3,389 shares; 2025Q3: 3,414 shares; 2025Q4: 3,970 shares; 2026Q1: 3,822 shares 3,822 $1.42M 0.12% -148 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: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 4,612 shares; 2025Q2: 4,725 shares; 2025Q3: 4,653 shares; 2025Q4: 4,652 shares; 2026Q1: 3,937 shares 3,937 $1.41M 0.12% -715 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: 14,534 shares; 2024Q4: 14,534 shares; 2025Q1: 8,080 shares; 2025Q2: 7,628 shares; 2025Q3: 7,521 shares; 2025Q4: 7,128 shares; 2026Q1: 7,044 shares 7,044 $1.38M 0.12% -84 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: 48,725 shares; 2024Q4: 48,725 shares; 2025Q1: 24,549 shares; 2025Q2: 24,585 shares; 2025Q3: 29,935 shares; 2025Q4: 34,225 shares; 2026Q1: 31,225 shares 31,225 $1.38M 0.12% -3,000 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,819 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 2,257 shares; 2026Q1: 2,202 shares 2,202 $1.36M 0.12% -55 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: 29,081 shares; 2024Q4: 29,081 shares; 2025Q1: 38,143 shares; 2025Q2: 44,735 shares; 2025Q3: 26,683 shares; 2025Q4: 8,985 shares; 2026Q1: 8,393 shares 8,393 $1.3M 0.11% -592 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: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 11,649 shares; 2025Q2: 11,432 shares; 2025Q3: 11,375 shares; 2025Q4: 22,430 shares; 2026Q1: 21,205 shares 21,205 $1.3M 0.11% -1,225 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,016 shares; 2024Q4: 379,016 shares; 2025Q1: 484,545 shares; 2025Q2: 514,187 shares; 2025Q3: 523,326 shares; 2025Q4: 550,053 shares; 2026Q1: 16,926 shares 16,926 $1.25M 0.11% -533,127 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: 5,691 shares; 2024Q4: 5,691 shares; 2025Q1: 5,491 shares; 2025Q2: 7,941 shares; 2025Q3: 7,656 shares; 2025Q4: 7,861 shares; 2026Q1: 7,711 shares 7,711 $1.25M 0.11% -150 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: 2,234 shares; 2025Q2: 2,517 shares; 2025Q3: 2,563 shares; 2025Q4: 1,681 shares; 2026Q1: 2,552 shares 2,552 $1.24M 0.11% +871 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,649 shares; 2024Q4: 10,649 shares; 2025Q1: 10,649 shares; 2025Q2: 10,649 shares; 2025Q3: 10,649 shares; 2025Q4: 10,649 shares; 2026Q1: 10,070 shares 10,070 $1.19M 0.1% -579 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,918 shares; 2024Q4: 48,918 shares; 2025Q1: 47,300 shares; 2025Q2: 47,300 shares; 2025Q3: 47,300 shares; 2025Q4: 50,100 shares; 2026Q1: 50,100 shares 50,100 $1.17M 0.1% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,164 shares; 2025Q4: 2,680 shares; 2026Q1: 2,665 shares 2,665 $1.16M 0.1% -15 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 2,103 shares; 2025Q1: 1,673 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,618 shares; 2026Q1: 1,569 shares 1,569 $1.09M 0.09% -49 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: 17,821 shares; 2024Q4: 17,821 shares; 2025Q1: 17,896 shares; 2025Q2: 17,661 shares; 2025Q3: 17,855 shares; 2025Q4: 17,641 shares; 2026Q1: 16,941 shares 16,941 $1.01M 0.09% -700 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,770 shares; 2024Q4: 21,770 shares; 2025Q1: 15,769 shares; 2025Q2: 15,634 shares; 2025Q3: 15,634 shares; 2025Q4: 15,854 shares; 2026Q1: 15,584 shares 15,584 $1.01M 0.09% -270 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: 7,823 shares; 2024Q4: 7,823 shares; 2025Q1: 4,727 shares; 2025Q2: 4,388 shares; 2025Q3: 4,429 shares; 2025Q4: 4,297 shares; 2026Q1: 3,455 shares 3,455 $992K 0.09% -842 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: 10,338 shares; 2024Q4: 10,338 shares; 2025Q1: 9,718 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares; 2025Q4: 9,693 shares; 2026Q1: 6,443 shares 6,443 $976K 0.08% -3,250 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,488 shares; 2025Q2: 54,098 shares; 2025Q3: 24,328 shares; 2025Q4: 23,328 shares; 2026Q1: 8,360 shares 8,360 $972K 0.08% -14,968 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,291 shares; 2024Q4: 64,291 shares; 2025Q1: 57,682 shares; 2025Q2: 52,683 shares; 2025Q3: 50,724 shares; 2025Q4: 46,692 shares; 2026Q1: 12,191 shares 12,191 $964K 0.08% -34,501 Timeline SHY 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: 15,053 shares; 2025Q2: 21,053 shares; 2025Q3: 21,000 shares; 2025Q4: 26,625 shares; 2026Q1: 11,600 shares 11,600 $958K 0.08% -15,025 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: 2,339 shares; 2024Q4: 2,339 shares; 2025Q1: 2,339 shares; 2025Q2: 5,339 shares; 2025Q3: 5,339 shares; 2025Q4: 8,524 shares; 2026Q1: 8,524 shares 8,524 $941K 0.08% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,134 shares; 2025Q2: 9,204 shares; 2025Q3: 10,016 shares; 2025Q4: 11,336 shares; 2026Q1: 6,464 shares 6,464 $937K 0.08% -4,872 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,975 shares; 2026Q1: 22,000 shares 22,000 $934K 0.08% -3,975 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: 4,835 shares; 2024Q4: 4,835 shares; 2025Q1: 4,333 shares; 2025Q2: 4,232 shares; 2025Q3: 4,333 shares; 2025Q4: 4,026 shares; 2026Q1: 4,041 shares 4,041 $913K 0.08% +15 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: 12,855 shares; 2024Q4: 12,855 shares; 2025Q1: 11,333 shares; 2025Q2: 11,044 shares; 2025Q3: 9,613 shares; 2025Q4: 9,998 shares; 2026Q1: 9,160 shares 9,160 $906K 0.08% -838 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: 56,035 shares; 2024Q4: 56,035 shares; 2025Q1: 42,399 shares; 2025Q2: 40,965 shares; 2025Q3: 39,663 shares; 2025Q4: 39,475 shares; 2026Q1: 31,798 shares 31,798 $876K 0.08% -7,677 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: 7,525 shares; 2024Q4: 7,525 shares; 2025Q1: 10,588 shares; 2025Q2: 11,807 shares; 2025Q3: 11,857 shares; 2025Q4: 9,656 shares; 2026Q1: 10,310 shares 10,310 $875K 0.08% +654 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: 884 shares; 2024Q4: 884 shares; 2025Q1: 1,846 shares; 2025Q2: 1,972 shares; 2025Q3: 2,000 shares; 2025Q4: 1,373 shares; 2026Q1: 1,896 shares 1,896 $874K 0.07% +523 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,033 shares; 2024Q4: 10,033 shares; 2025Q1: 9,833 shares; 2025Q2: 9,798 shares; 2025Q3: 9,798 shares; 2025Q4: 8,848 shares; 2026Q1: 8,906 shares 8,906 $860K 0.07% +58 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: 10,510 shares; 2024Q4: 10,510 shares; 2025Q1: 9,394 shares; 2025Q2: 9,379 shares; 2025Q3: 9,265 shares; 2025Q4: 7,591 shares; 2026Q1: 6,561 shares 6,561 $859K 0.07% -1,030 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: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,322 shares; 2025Q4: 4,119 shares; 2026Q1: 4,019 shares 4,019 $836K 0.07% -100 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: 23,859 shares; 2024Q4: 23,859 shares; 2025Q1: 23,784 shares; 2025Q2: 23,484 shares; 2025Q3: 23,484 shares; 2025Q4: 17,994 shares; 2026Q1: 11,793 shares 11,793 $804K 0.07% -6,201 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: 5,771 shares; 2024Q4: 5,771 shares; 2025Q1: 3,297 shares; 2025Q2: 3,149 shares; 2025Q3: 3,146 shares; 2025Q4: 2,952 shares; 2026Q1: 1,824 shares 1,824 $797K 0.07% -1,128 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: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,354 shares; 2026Q1: 3,354 shares 3,354 $792K 0.07% 0 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: 5,274 shares; 2024Q4: 5,274 shares; 2025Q1: 4,514 shares; 2025Q2: 4,467 shares; 2025Q3: 4,277 shares; 2025Q4: 4,047 shares; 2026Q1: 3,959 shares 3,959 $760K 0.07% -88 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: 27,916 shares; 2024Q4: 27,916 shares; 2025Q1: 17,291 shares; 2025Q2: 17,327 shares; 2025Q3: 17,327 shares; 2025Q4: 17,469 shares; 2026Q1: 15,563 shares 15,563 $759K 0.07% -1,906 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,324 shares; 2025Q2: 6,993 shares; 2025Q3: 6,033 shares; 2025Q4: 6,072 shares; 2026Q1: 4,903 shares 4,903 $720K 0.06% -1,169 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 7,871 shares; 2025Q3: 4,931 shares; 2025Q4: 9,523 shares; 2026Q1: 13,960 shares 13,960 $710K 0.06% +4,437 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,682 shares; 2024Q4: 9,682 shares; 2025Q1: 6,590 shares; 2025Q2: 7,837 shares; 2025Q3: 6,287 shares; 2025Q4: 5,487 shares; 2026Q1: 5,306 shares 5,306 $700K 0.06% -181 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: 9,852 shares; 2024Q4: 9,852 shares; 2025Q1: 9,668 shares; 2025Q2: 9,552 shares; 2025Q3: 9,298 shares; 2025Q4: 9,771 shares; 2026Q1: 9,101 shares 9,101 $692K 0.06% -670 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,998 shares; 2025Q2: 5,298 shares; 2025Q3: 5,399 shares; 2025Q4: 4,399 shares; 2026Q1: 3,349 shares 3,349 $681K 0.06% -1,050 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: 6,153 shares; 2024Q4: 6,153 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 6,153 shares; 2025Q4: 6,108 shares; 2026Q1: 6,018 shares 6,018 $681K 0.06% -90 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: not reported; 2024Q4: not reported; 2025Q1: 664 shares; 2025Q2: 669 shares; 2025Q3: 677 shares; 2025Q4: 678 shares; 2026Q1: 776 shares 776 $677K 0.06% +98 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: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 5,055 shares; 2025Q2: 5,005 shares; 2025Q3: 5,029 shares; 2025Q4: 4,845 shares; 2026Q1: 5,222 shares 5,222 $667K 0.06% +377 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: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,572 shares; 2025Q2: 1,627 shares; 2025Q3: 1,687 shares; 2025Q4: 1,577 shares; 2026Q1: 1,560 shares 1,560 $665K 0.06% -17 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: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: 12,964 shares; 2025Q3: 22,982 shares; 2025Q4: 23,048 shares; 2026Q1: 1,955 shares 1,955 $660K 0.06% -21,093 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: 17,333 shares; 2024Q4: 17,333 shares; 2025Q1: 18,458 shares; 2025Q2: 18,655 shares; 2025Q3: 19,099 shares; 2025Q4: 17,495 shares; 2026Q1: 3,224 shares 3,224 $655K 0.06% -14,271 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: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $655K 0.06% 0 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: 121,705 shares; 2024Q4: 121,705 shares; 2025Q1: 112,416 shares; 2025Q2: 108,309 shares; 2025Q3: 107,519 shares; 2025Q4: 94,457 shares; 2026Q1: 13,859 shares 13,859 $641K 0.05% -80,598 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 7,960 shares; 2025Q1: 7,600 shares; 2025Q2: 7,260 shares; 2025Q3: 7,476 shares; 2025Q4: 7,276 shares; 2026Q1: 7,235 shares 7,235 $638K 0.05% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,450 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares 3,472 $633K 0.05% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,495 shares; 2025Q1: 31,322 shares; 2025Q2: 32,712 shares; 2025Q3: 32,206 shares; 2025Q4: 32,435 shares; 2026Q1: 3,694 shares 3,694 $625K 0.05% -28,741 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: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,495 shares; 2025Q4: 2,395 shares; 2026Q1: 2,045 shares 2,045 $596K 0.05% -350 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: 4,865 shares; 2024Q4: 4,865 shares; 2025Q1: 4,711 shares; 2025Q2: 4,951 shares; 2025Q3: 5,121 shares; 2025Q4: 7,961 shares; 2026Q1: 7,575 shares 7,575 $587K 0.05% -386 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: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,206 shares; 2026Q1: 2,219 shares 2,219 $578K 0.05% +13 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 20,370 shares; 2025Q1: 17,395 shares; 2025Q2: 17,395 shares; 2025Q3: 16,775 shares; 2025Q4: 14,395 shares; 2026Q1: 14,395 shares 14,395 $561K 0.05% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 8,925 shares; 2025Q2: 11,525 shares; 2025Q3: 11,225 shares; 2025Q4: 11,021 shares; 2026Q1: 10,876 shares 10,876 $553K 0.05% -145 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: 816 shares; 2024Q4: 816 shares; 2025Q1: 824 shares; 2025Q2: 804 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 774 shares 774 $528K 0.05% -10 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: not reported; 2025Q1: 2,045 shares; 2025Q2: 1,841 shares; 2025Q3: 1,693 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $505K 0.04% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,696 shares; 2025Q4: 3,627 shares; 2026Q1: 3,628 shares 3,628 $497K 0.04% +1 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: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,325 shares; 2026Q1: 2,314 shares 2,314 $489K 0.04% -11 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: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 23,212 shares; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 2,771 shares 2,771 $458K 0.04% -1,000 Timeline URA 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: not reported; 2024Q4: not reported; 2025Q1: 8,932 shares; 2025Q2: 8,932 shares; 2025Q3: 8,932 shares; 2025Q4: 9,432 shares; 2026Q1: 9,432 shares 9,432 $457K 0.04% 0 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: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,561 shares; 2025Q2: 1,510 shares; 2025Q3: 1,475 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $446K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,800 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares 2,224 $437K 0.04% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,358 shares; 2024Q4: 7,358 shares; 2025Q1: 7,358 shares; 2025Q2: 7,645 shares; 2025Q3: 7,625 shares; 2025Q4: 7,490 shares; 2026Q1: 6,975 shares 6,975 $432K 0.04% -515 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: 387 shares; 2024Q4: 387 shares; 2025Q1: not reported; 2025Q2: 6,440 shares; 2025Q3: 985 shares; 2025Q4: 984 shares; 2026Q1: 877 shares 877 $431K 0.04% -107 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $428K 0.04% 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: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,672 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 1,918 shares; 2026Q1: 2,136 shares 2,136 $425K 0.04% +218 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: 12,643 shares; 2024Q4: 12,643 shares; 2025Q1: 11,043 shares; 2025Q2: 10,823 shares; 2025Q3: 8,179 shares; 2025Q4: 9,596 shares; 2026Q1: 8,321 shares 8,321 $418K 0.04% -1,275 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 6,800 shares; 2025Q2: 6,505 shares; 2025Q3: 5,505 shares; 2025Q4: 5,555 shares; 2026Q1: 4,105 shares 4,105 $407K 0.03% -1,450 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: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 3,680 shares; 2026Q1: 3,722 shares 3,722 $394K 0.03% +42 Timeline TIP 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: 4,712 shares; 2024Q4: 4,712 shares; 2025Q1: 4,212 shares; 2025Q2: 3,812 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,551 shares 3,551 $392K 0.03% -211 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: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,123 shares; 2025Q2: 1,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,088 shares; 2026Q1: 1,560 shares 1,560 $387K 0.03% -528 Timeline SMLF 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: 89,351 shares; 2024Q4: 89,351 shares; 2025Q1: 106,291 shares; 2025Q2: 85,110 shares; 2025Q3: 84,707 shares; 2025Q4: 9,710 shares; 2026Q1: 5,077 shares 5,077 $383K 0.03% -4,633 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: 6,144 shares; 2024Q4: 6,144 shares; 2025Q1: 5,694 shares; 2025Q2: 5,694 shares; 2025Q3: 5,844 shares; 2025Q4: 5,694 shares; 2026Q1: 4,054 shares 4,054 $381K 0.03% -1,640 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,627 shares; 2025Q2: 880 shares; 2025Q3: 855 shares; 2025Q4: 773 shares; 2026Q1: 785 shares 785 $377K 0.03% +12 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 6,900 shares; 2025Q2: 7,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,050 shares; 2026Q1: 5,850 shares 5,850 $367K 0.03% -2,200 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: 8,074 shares; 2024Q4: 8,074 shares; 2025Q1: 8,074 shares; 2025Q2: 8,074 shares; 2025Q3: 8,074 shares; 2025Q4: 6,752 shares; 2026Q1: 6,752 shares 6,752 $366K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $361K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,169 shares; 2025Q1: 3,103 shares; 2025Q2: 3,103 shares; 2025Q3: 2,938 shares; 2025Q4: 2,828 shares; 2026Q1: 2,420 shares 2,420 $358K 0.03% -408 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: 8,176 shares; 2024Q4: 8,176 shares; 2025Q1: 6,069 shares; 2025Q2: 6,046 shares; 2025Q3: 5,846 shares; 2025Q4: 8,046 shares; 2026Q1: 6,684 shares 6,684 $353K 0.03% -1,362 Timeline IMCG 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: 4,385 shares; 2024Q4: 4,385 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares 4,385 $345K 0.03% 0 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: 22,603 shares; 2024Q4: 22,603 shares; 2025Q1: 23,143 shares; 2025Q2: 23,475 shares; 2025Q3: 13,944 shares; 2025Q4: 13,004 shares; 2026Q1: 1,730 shares 1,730 $343K 0.03% -11,274 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: 5,287 shares; 2024Q4: 5,287 shares; 2025Q1: 6,687 shares; 2025Q2: 6,687 shares; 2025Q3: 6,687 shares; 2025Q4: 6,687 shares; 2026Q1: 5,087 shares 5,087 $336K 0.03% -1,600 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,466 shares; 2025Q4: 9,637 shares; 2026Q1: 4,182 shares 4,182 $303K 0.03% -5,455 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: not reported; 2025Q2: 4,321 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares; 2026Q1: 4,146 shares 4,146 $302K 0.03% -175 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,507 shares; 2025Q2: 82,858 shares; 2025Q3: 87,808 shares; 2025Q4: 82,256 shares; 2026Q1: 7,317 shares 7,317 $300K 0.03% -74,939 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: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,244 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,244 shares; 2026Q1: 2,277 shares 2,277 $298K 0.03% +33 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: 27,725 shares; 2024Q4: 27,725 shares; 2025Q1: 2,255 shares; 2025Q2: 1,965 shares; 2025Q3: 1,928 shares; 2025Q4: 1,954 shares; 2026Q1: 1,509 shares 1,509 $293K 0.03% -445 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,921 shares; 2024Q4: 11,921 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $291K 0.02% 0 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: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,500 shares; 2025Q2: 14,544 shares; 2025Q3: 2,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares 1,465 $284K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,286 shares; 2025Q1: 2,361 shares; 2025Q2: 2,461 shares; 2025Q3: 2,361 shares; 2025Q4: 2,651 shares; 2026Q1: 2,946 shares 2,946 $284K 0.02% +295 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,334 shares; 2025Q1: 4,834 shares; 2025Q2: 8,326 shares; 2025Q3: 4,970 shares; 2025Q4: not reported; 2026Q1: 4,345 shares 4,345 $282K 0.02% new 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 988 shares; 2025Q4: 884 shares; 2026Q1: 884 shares 884 $281K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 294 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $274K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,019 shares 1,019 $271K 0.02% -481 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: 3,520 shares; 2024Q4: 3,520 shares; 2025Q1: 3,458 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares; 2025Q4: 3,508 shares; 2026Q1: 1,640 shares 1,640 $270K 0.02% -1,868 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,037 shares; 2026Q1: 1,737 shares 1,737 $265K 0.02% -300 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,061 shares; 2025Q4: 951 shares; 2026Q1: 941 shares 941 $256K 0.02% -10 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,840 shares; 2024Q4: 4,840 shares; 2025Q1: 4,550 shares; 2025Q2: 4,975 shares; 2025Q3: 4,575 shares; 2025Q4: 4,515 shares; 2026Q1: 4,515 shares 4,515 $255K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,694 shares; 2025Q2: 4,576 shares; 2025Q3: 4,576 shares; 2025Q4: 4,576 shares; 2026Q1: 4,576 shares 4,576 $255K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,650 shares; 2025Q2: 7,654 shares; 2025Q3: 7,654 shares; 2025Q4: 8,575 shares; 2026Q1: 8,641 shares 8,641 $251K 0.02% +66 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,400 shares; 2025Q3: not reported; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $247K 0.02% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,700 shares; 2026Q1: 9,700 shares 9,700 $245K 0.02% 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: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 954 shares; 2025Q4: 725 shares; 2026Q1: 675 shares 675 $240K 0.02% -50 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $237K 0.02% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 3,050 shares 3,050 $237K 0.02% -1,000 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: 2,777 shares; 2024Q4: 2,777 shares; 2025Q1: 2,677 shares; 2025Q2: 2,677 shares; 2025Q3: 2,639 shares; 2025Q4: 2,683 shares; 2026Q1: 2,526 shares 2,526 $226K 0.02% -157 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: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 6,287 shares; 2025Q2: 5,338 shares; 2025Q3: 3,229 shares; 2025Q4: 2,825 shares; 2026Q1: 2,575 shares 2,575 $223K 0.02% -250 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: 5,425 shares; 2024Q4: 5,425 shares; 2025Q1: 2,135 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 1,619 shares; 2026Q1: 848 shares 848 $222K 0.02% -771 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,982 shares; 2026Q1: 4,382 shares 4,382 $219K 0.02% -600 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: 5,040 shares; 2024Q4: not reported; 2025Q1: 4,695 shares; 2025Q2: 3,656 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares; 2026Q1: 2,700 shares 2,700 $216K 0.02% +34 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,209 shares; 2024Q4: 560,209 shares; 2025Q1: 671,799 shares; 2025Q2: 673,805 shares; 2025Q3: 694,316 shares; 2025Q4: 775,428 shares; 2026Q1: 8,664 shares 8,664 $210K 0.02% -766,764 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 20,623 shares; 2025Q3: 2,989 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares 1,839 $210K 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: not reported; 2024Q4: not reported; 2025Q1: 7,039 shares; 2025Q2: 7,064 shares; 2025Q3: 7,085 shares; 2025Q4: 6,207 shares; 2026Q1: 4,307 shares 4,307 $200K 0.02% -1,900 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 14,150 shares 14,150 $109K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $43.9K <0.01% 0 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,001 shares; 2026Q1: 12,001 shares 12,001 $28.2K <0.01% -1,000 Timeline QUCY QUANTUM CYBER NV More: the full row for QUANTUM CYBER NV 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: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $7.11K <0.01% 0 Timeline