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: 928,583 shares; 2024Q4: 919,211 shares; 2025Q1: 895,992 shares; 2025Q2: 881,786 shares; 2025Q3: 876,885 shares; 2025Q4: 861,620 shares; 2026Q1: 839,802 shares 839,802 $213M 7.07% -21,818 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: 704,903 shares; 2024Q4: 692,754 shares; 2025Q1: 711,704 shares; 2025Q2: 695,261 shares; 2025Q3: 689,908 shares; 2025Q4: 1,343,491 shares; 2026Q1: 1,348,601 shares 1,348,601 $179M 5.95% +5,110 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: 121,533 shares; 2024Q4: 119,830 shares; 2025Q1: 117,133 shares; 2025Q2: 115,963 shares; 2025Q3: 116,010 shares; 2025Q4: 114,938 shares; 2026Q1: 112,385 shares 112,385 $112M 3.72% -2,553 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: 315,583 shares; 2024Q4: 309,763 shares; 2025Q1: 303,805 shares; 2025Q2: 299,432 shares; 2025Q3: 299,807 shares; 2025Q4: 298,472 shares; 2026Q1: 289,473 shares 289,473 $107M 3.56% -8,999 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: 282,873 shares; 2024Q4: 283,674 shares; 2025Q1: 278,209 shares; 2025Q2: 275,545 shares; 2025Q3: 276,710 shares; 2025Q4: 272,422 shares; 2026Q1: 270,345 shares 270,345 $77.7M 2.58% -2,077 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: 587,264 shares; 2024Q4: 584,954 shares; 2025Q1: 576,205 shares; 2025Q2: 569,305 shares; 2025Q3: 571,444 shares; 2025Q4: 564,680 shares; 2026Q1: 557,356 shares 557,356 $69.3M 2.3% -7,324 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: 336,701 shares; 2024Q4: 340,893 shares; 2025Q1: 336,914 shares; 2025Q2: 332,233 shares; 2025Q3: 334,715 shares; 2025Q4: 333,864 shares; 2026Q1: 329,107 shares 329,107 $68.5M 2.27% -4,757 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: 176,033 shares; 2024Q4: 178,279 shares; 2025Q1: 181,477 shares; 2025Q2: 200,446 shares; 2025Q3: 219,025 shares; 2025Q4: 219,296 shares; 2026Q1: 224,754 shares 224,754 $66.1M 2.19% +5,458 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: 333,831 shares; 2024Q4: 334,209 shares; 2025Q1: 324,424 shares; 2025Q2: 315,662 shares; 2025Q3: 315,581 shares; 2025Q4: 313,966 shares; 2026Q1: 314,600 shares 314,600 $65.1M 2.16% +634 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: 387,258 shares; 2024Q4: 385,120 shares; 2025Q1: 379,011 shares; 2025Q2: 374,313 shares; 2025Q3: 376,523 shares; 2025Q4: 368,450 shares; 2026Q1: 370,072 shares 370,072 $64.5M 2.14% +1,622 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,751 shares; 2024Q4: 645,485 shares; 2025Q1: 674,811 shares; 2025Q2: 717,482 shares; 2025Q3: 544,529 shares; 2025Q4: 532,986 shares; 2026Q1: 497,968 shares 497,968 $55.2M 1.83% -35,018 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: 234,819 shares; 2024Q4: 226,489 shares; 2025Q1: 238,548 shares; 2025Q2: 251,152 shares; 2025Q3: 250,492 shares; 2025Q4: 488,994 shares; 2026Q1: 496,197 shares 496,197 $54.1M 1.79% +7,203 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: 79,511 shares; 2024Q4: 72,527 shares; 2025Q1: 78,440 shares; 2025Q2: 82,427 shares; 2025Q3: 83,638 shares; 2025Q4: 81,904 shares; 2026Q1: 76,389 shares 76,389 $53.3M 1.77% -5,515 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: 319,320 shares; 2024Q4: 320,837 shares; 2025Q1: 338,414 shares; 2025Q2: 361,852 shares; 2025Q3: 339,841 shares; 2025Q4: 331,326 shares; 2026Q1: 326,615 shares 326,615 $47.9M 1.59% -4,711 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: 161,042 shares; 2024Q4: 160,577 shares; 2025Q1: 155,977 shares; 2025Q2: 154,101 shares; 2025Q3: 153,799 shares; 2025Q4: 151,682 shares; 2026Q1: 151,405 shares 151,405 $45.8M 1.52% -277 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: 221,691 shares; 2024Q4: 209,961 shares; 2025Q1: 200,081 shares; 2025Q2: 193,386 shares; 2025Q3: 189,675 shares; 2025Q4: 188,796 shares; 2026Q1: 186,280 shares 186,280 $45.5M 1.51% -2,516 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: 130,681 shares; 2024Q4: 130,489 shares; 2025Q1: 137,476 shares; 2025Q2: 138,308 shares; 2025Q3: 139,147 shares; 2025Q4: 137,290 shares; 2026Q1: 136,632 shares 136,632 $44.9M 1.49% -658 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: 268,663 shares; 2024Q4: 254,484 shares; 2025Q1: 267,652 shares; 2025Q2: 268,933 shares; 2025Q3: 269,219 shares; 2025Q4: 270,951 shares; 2026Q1: 248,024 shares 248,024 $44.6M 1.48% -22,927 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: 257,627 shares; 2024Q4: 253,576 shares; 2025Q1: 258,694 shares; 2025Q2: 260,737 shares; 2025Q3: 259,582 shares; 2025Q4: 256,851 shares; 2026Q1: 273,662 shares 273,662 $44.3M 1.47% +16,811 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: 195,068 shares; 2024Q4: 194,776 shares; 2025Q1: 192,940 shares; 2025Q2: 191,047 shares; 2025Q3: 191,131 shares; 2025Q4: 189,636 shares; 2026Q1: 185,064 shares 185,064 $42.5M 1.41% -4,572 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: 877,613 shares; 2024Q4: 880,301 shares; 2025Q1: 879,432 shares; 2025Q2: 895,558 shares; 2025Q3: 876,740 shares; 2025Q4: 843,733 shares; 2026Q1: 860,033 shares 860,033 $42.5M 1.41% +16,300 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: 153,109 shares; 2024Q4: 150,093 shares; 2025Q1: 149,918 shares; 2025Q2: 148,019 shares; 2025Q3: 151,147 shares; 2025Q4: 148,004 shares; 2026Q1: 145,767 shares 145,767 $41.8M 1.39% -2,237 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: 355,082 shares; 2024Q4: 353,456 shares; 2025Q1: 353,448 shares; 2025Q2: 353,359 shares; 2025Q3: 343,427 shares; 2025Q4: 657,883 shares; 2026Q1: 646,525 shares 646,525 $39.6M 1.31% -11,358 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: 101,831 shares; 2024Q4: 101,340 shares; 2025Q1: 99,893 shares; 2025Q2: 97,866 shares; 2025Q3: 97,833 shares; 2025Q4: 96,700 shares; 2026Q1: 94,579 shares 94,579 $39.4M 1.31% -2,121 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: 54,005 shares; 2024Q4: 53,808 shares; 2025Q1: 52,222 shares; 2025Q2: 51,441 shares; 2025Q3: 50,176 shares; 2025Q4: 49,619 shares; 2026Q1: 49,275 shares 49,275 $34.9M 1.16% -344 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: 43,110 shares; 2024Q4: 43,052 shares; 2025Q1: 43,373 shares; 2025Q2: 59,199 shares; 2025Q3: 58,422 shares; 2025Q4: 58,725 shares; 2026Q1: 59,124 shares 59,124 $34.1M 1.13% +399 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: 222,556 shares; 2024Q4: 221,687 shares; 2025Q1: 222,056 shares; 2025Q2: 220,458 shares; 2025Q3: 108,382 shares; 2025Q4: 104,380 shares; 2026Q1: 104,346 shares 104,346 $33.5M 1.11% -34 Timeline XLP 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: 429,633 shares; 2024Q4: 419,347 shares; 2025Q1: 410,786 shares; 2025Q2: 408,538 shares; 2025Q3: 410,556 shares; 2025Q4: 409,784 shares; 2026Q1: 407,834 shares 407,834 $33.4M 1.11% -1,950 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: 358,478 shares; 2024Q4: 354,237 shares; 2025Q1: 349,960 shares; 2025Q2: 348,351 shares; 2025Q3: 366,065 shares; 2025Q4: 361,049 shares; 2026Q1: 353,566 shares 353,566 $32.8M 1.09% -7,483 Timeline VCR 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: 80,887 shares; 2024Q4: 80,313 shares; 2025Q1: 83,293 shares; 2025Q2: 85,565 shares; 2025Q3: 86,340 shares; 2025Q4: 86,283 shares; 2026Q1: 86,486 shares 86,486 $31.1M 1.03% +203 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: 91,442 shares; 2024Q4: 91,086 shares; 2025Q1: 89,959 shares; 2025Q2: 89,835 shares; 2025Q3: 88,794 shares; 2025Q4: 87,521 shares; 2026Q1: 87,251 shares 87,251 $30.7M 1.02% -270 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: 183,846 shares; 2024Q4: 181,714 shares; 2025Q1: 176,954 shares; 2025Q2: 173,834 shares; 2025Q3: 172,936 shares; 2025Q4: 168,378 shares; 2026Q1: 146,873 shares 146,873 $29.8M 0.99% -21,505 Timeline VIS 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: 83,282 shares; 2024Q4: 83,670 shares; 2025Q1: 84,001 shares; 2025Q2: 86,448 shares; 2025Q3: 86,872 shares; 2025Q4: 86,647 shares; 2026Q1: 86,833 shares 86,833 $27.1M 0.9% +186 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: 215,657 shares; 2024Q4: 212,560 shares; 2025Q1: 202,363 shares; 2025Q2: 193,272 shares; 2025Q3: 189,276 shares; 2025Q4: 182,472 shares; 2026Q1: 175,289 shares 175,289 $25.3M 0.84% -7,183 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: 48,829 shares; 2024Q4: 45,426 shares; 2025Q1: 45,073 shares; 2025Q2: 43,655 shares; 2025Q3: 44,073 shares; 2025Q4: 44,364 shares; 2026Q1: 37,275 shares 37,275 $24.2M 0.8% -7,089 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: 191,117 shares; 2024Q4: 201,758 shares; 2025Q1: 210,285 shares; 2025Q2: 214,753 shares; 2025Q3: 220,787 shares; 2025Q4: 212,406 shares; 2026Q1: 209,212 shares 209,212 $24.1M 0.8% -3,194 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: 78,501 shares; 2024Q4: 79,534 shares; 2025Q1: 76,541 shares; 2025Q2: 76,337 shares; 2025Q3: 76,072 shares; 2025Q4: 76,241 shares; 2026Q1: 75,834 shares 75,834 $23.6M 0.78% -407 Timeline VFH 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: 358,998 shares; 2024Q4: 342,212 shares; 2025Q1: 348,157 shares; 2025Q2: 343,860 shares; 2025Q3: 204,281 shares; 2025Q4: 203,114 shares; 2026Q1: 193,484 shares 193,484 $23.4M 0.78% -9,630 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: 38,668 shares; 2024Q4: 37,419 shares; 2025Q1: 37,750 shares; 2025Q2: 21,877 shares; 2025Q3: 24,936 shares; 2025Q4: 25,026 shares; 2026Q1: 24,219 shares 24,219 $22.3M 0.74% -807 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: 16,281 shares; 2024Q4: 15,943 shares; 2025Q1: 15,829 shares; 2025Q2: 15,669 shares; 2025Q3: 15,692 shares; 2025Q4: 15,088 shares; 2026Q1: 14,846 shares 14,846 $21.9M 0.73% -242 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,730 shares; 2024Q4: 43,830 shares; 2025Q1: 79,881 shares; 2025Q2: 85,132 shares; 2025Q3: 86,729 shares; 2025Q4: 86,429 shares; 2026Q1: 85,009 shares 85,009 $21.3M 0.71% -1,420 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 14,962 shares; 2025Q1: 54,292 shares; 2025Q2: 59,957 shares; 2025Q3: 62,329 shares; 2025Q4: 58,434 shares; 2026Q1: 58,394 shares 58,394 $19.5M 0.65% -40 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: 79,227 shares; 2024Q4: 72,590 shares; 2025Q1: 68,469 shares; 2025Q2: 66,388 shares; 2025Q3: 67,670 shares; 2025Q4: 59,460 shares; 2026Q1: 62,058 shares 62,058 $19.2M 0.64% +2,598 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: 77,635 shares; 2024Q4: 75,474 shares; 2025Q1: 73,632 shares; 2025Q2: 72,791 shares; 2025Q3: 72,439 shares; 2025Q4: 70,730 shares; 2026Q1: 67,937 shares 67,937 $18.1M 0.6% -2,793 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: 78,792 shares; 2024Q4: 78,073 shares; 2025Q1: 75,681 shares; 2025Q2: 76,427 shares; 2025Q3: 76,340 shares; 2025Q4: 76,232 shares; 2026Q1: 76,791 shares 76,791 $16.7M 0.55% +559 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: 406,765 shares; 2024Q4: 388,910 shares; 2025Q1: 361,810 shares; 2025Q2: 364,645 shares; 2025Q3: 363,493 shares; 2025Q4: 335,262 shares; 2026Q1: 319,992 shares 319,992 $15.6M 0.52% -15,270 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: 48,500 shares; 2024Q4: 47,094 shares; 2025Q1: 45,904 shares; 2025Q2: 45,756 shares; 2025Q3: 45,717 shares; 2025Q4: 44,550 shares; 2026Q1: 43,545 shares 43,545 $14.9M 0.49% -1,005 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: 55,763 shares; 2024Q4: 69,952 shares; 2025Q1: 71,509 shares; 2025Q2: 73,016 shares; 2025Q3: 75,437 shares; 2025Q4: 80,131 shares; 2026Q1: 86,082 shares 86,082 $14.8M 0.49% +5,951 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: 105,257 shares; 2024Q4: 104,835 shares; 2025Q1: 108,506 shares; 2025Q2: 105,448 shares; 2025Q3: 55,804 shares; 2025Q4: 55,397 shares; 2026Q1: 53,633 shares 53,633 $14.6M 0.48% -1,764 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: 29,229 shares; 2024Q4: 29,280 shares; 2025Q1: 29,049 shares; 2025Q2: 28,373 shares; 2025Q3: 28,765 shares; 2025Q4: 28,336 shares; 2026Q1: 29,117 shares 29,117 $14M 0.46% +781 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: 121,129 shares; 2024Q4: 118,423 shares; 2025Q1: 127,200 shares; 2025Q2: 130,192 shares; 2025Q3: 134,571 shares; 2025Q4: 278,630 shares; 2026Q1: 299,701 shares 299,701 $13.8M 0.46% +21,071 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,561 shares; 2024Q4: 94,675 shares; 2025Q1: 94,508 shares; 2025Q2: 93,759 shares; 2025Q3: 93,711 shares; 2025Q4: 92,651 shares; 2026Q1: 92,702 shares 92,702 $13.5M 0.45% +51 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: 144,381 shares; 2024Q4: 142,877 shares; 2025Q1: 139,782 shares; 2025Q2: 146,946 shares; 2025Q3: 148,678 shares; 2025Q4: 145,490 shares; 2026Q1: 129,053 shares 129,053 $13.2M 0.44% -16,437 Timeline VDC 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: 57,685 shares; 2024Q4: 58,854 shares; 2025Q1: 59,996 shares; 2025Q2: 60,955 shares; 2025Q3: 56,007 shares; 2025Q4: 58,249 shares; 2026Q1: 57,663 shares 57,663 $13M 0.43% -586 Timeline WELLS FARGO & CO 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: 11,930 shares; 2024Q4: 11,465 shares; 2025Q1: 11,649 shares; 2025Q2: 11,637 shares; 2025Q3: 11,730 shares; 2025Q4: 11,576 shares; 2026Q1: 11,116 shares 11,116 $12.8M 0.43% -460 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: 89,033 shares; 2024Q4: 79,877 shares; 2025Q1: 73,588 shares; 2025Q2: 71,797 shares; 2025Q3: 69,974 shares; 2025Q4: 68,339 shares; 2026Q1: 65,267 shares 65,267 $12.4M 0.41% -3,072 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: 1,740 shares; 2024Q4: 3,642 shares; 2025Q1: 9,444 shares; 2025Q2: 37,330 shares; 2025Q3: 38,419 shares; 2025Q4: 36,067 shares; 2026Q1: 35,873 shares 35,873 $11.8M 0.39% -194 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: 301,339 shares; 2024Q4: 297,133 shares; 2025Q1: 283,297 shares; 2025Q2: 281,011 shares; 2025Q3: 282,360 shares; 2025Q4: 234,094 shares; 2026Q1: 231,584 shares 231,584 $11.6M 0.39% -2,510 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: 45,975 shares; 2024Q4: 45,265 shares; 2025Q1: 44,627 shares; 2025Q2: 43,728 shares; 2025Q3: 43,261 shares; 2025Q4: 41,663 shares; 2026Q1: 39,899 shares 39,899 $11.6M 0.38% -1,764 Timeline NLR 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: 4,435 shares; 2025Q3: 19,555 shares; 2025Q4: 56,055 shares; 2026Q1: 85,988 shares 85,988 $11.5M 0.38% +29,933 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,169 shares; 2024Q4: 212,159 shares; 2025Q1: 201,998 shares; 2025Q2: 200,811 shares; 2025Q3: 197,690 shares; 2025Q4: 192,958 shares; 2026Q1: 187,006 shares 187,006 $11.4M 0.38% -5,952 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: 102,143 shares; 2024Q4: 101,542 shares; 2025Q1: 102,540 shares; 2025Q2: 111,212 shares; 2025Q3: 107,575 shares; 2025Q4: 215,866 shares; 2026Q1: 223,785 shares 223,785 $11.2M 0.37% +7,919 Timeline VAW 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: 41,438 shares; 2024Q4: 39,362 shares; 2025Q1: 39,572 shares; 2025Q2: 38,231 shares; 2025Q3: 37,243 shares; 2025Q4: 36,913 shares; 2026Q1: 42,492 shares 42,492 $9.58M 0.32% +5,579 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: 104,983 shares; 2024Q4: 103,799 shares; 2025Q1: 95,061 shares; 2025Q2: 93,776 shares; 2025Q3: 94,206 shares; 2025Q4: 93,308 shares; 2026Q1: 93,343 shares 93,343 $8.77M 0.29% +35 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: 135,827 shares; 2024Q4: 133,791 shares; 2025Q1: 131,719 shares; 2025Q2: 122,496 shares; 2025Q3: 112,329 shares; 2025Q4: 103,990 shares; 2026Q1: 97,763 shares 97,763 $8.76M 0.29% -6,227 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: 40,974 shares; 2024Q4: 41,239 shares; 2025Q1: 40,537 shares; 2025Q2: 39,412 shares; 2025Q3: 37,790 shares; 2025Q4: 37,322 shares; 2026Q1: 37,000 shares 37,000 $8.74M 0.29% -322 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: 19,273 shares; 2024Q4: 22,875 shares; 2025Q1: 24,575 shares; 2025Q2: 24,879 shares; 2025Q3: 25,115 shares; 2025Q4: 25,408 shares; 2026Q1: 25,268 shares 25,268 $8.72M 0.29% -140 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: 15,401 shares; 2024Q4: 15,028 shares; 2025Q1: 14,454 shares; 2025Q2: 14,027 shares; 2025Q3: 14,982 shares; 2025Q4: 14,456 shares; 2026Q1: 14,012 shares 14,012 $8.64M 0.29% -444 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,741 shares; 2024Q4: 62,179 shares; 2025Q1: 58,871 shares; 2025Q2: 53,893 shares; 2025Q3: 53,260 shares; 2025Q4: 52,996 shares; 2026Q1: 49,768 shares 49,768 $8.61M 0.29% -3,228 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,009 shares; 2025Q1: 18,647 shares; 2025Q2: 11,964 shares; 2025Q3: 16,362 shares; 2025Q4: 20,711 shares; 2026Q1: 22,459 shares 22,459 $8.61M 0.29% +1,748 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: 51,999 shares; 2024Q4: 52,910 shares; 2025Q1: 52,798 shares; 2025Q2: 52,812 shares; 2025Q3: 52,826 shares; 2025Q4: 52,834 shares; 2026Q1: 52,847 shares 52,847 $8M 0.27% +13 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: 32,995 shares; 2024Q4: 32,556 shares; 2025Q1: 32,122 shares; 2025Q2: 31,969 shares; 2025Q3: 31,633 shares; 2025Q4: 31,242 shares; 2026Q1: 29,600 shares 29,600 $7.9M 0.26% -1,642 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: 93,438 shares; 2024Q4: 92,757 shares; 2025Q1: 93,139 shares; 2025Q2: 95,801 shares; 2025Q3: 98,121 shares; 2025Q4: 97,927 shares; 2026Q1: 99,362 shares 99,362 $7.71M 0.26% +1,435 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: 11,793 shares; 2024Q4: 11,965 shares; 2025Q1: 11,886 shares; 2025Q2: 12,247 shares; 2025Q3: 12,252 shares; 2025Q4: 11,883 shares; 2026Q1: 11,756 shares 11,756 $7.68M 0.25% -127 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: 113,239 shares; 2024Q4: 108,759 shares; 2025Q1: 99,441 shares; 2025Q2: 96,969 shares; 2025Q3: 94,965 shares; 2025Q4: 94,411 shares; 2026Q1: 84,283 shares 84,283 $7.48M 0.25% -10,128 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,518 shares; 2025Q2: 4,534 shares; 2025Q3: 10,434 shares; 2025Q4: 10,288 shares; 2026Q1: 10,445 shares 10,445 $7.11M 0.24% +157 Timeline VPU 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: 35,736 shares; 2024Q4: 36,148 shares; 2025Q1: 36,682 shares; 2025Q2: 36,732 shares; 2025Q3: 37,062 shares; 2025Q4: 36,614 shares; 2026Q1: 35,642 shares 35,642 $7.06M 0.23% -972 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: 14,930 shares; 2024Q4: 14,981 shares; 2025Q1: 14,580 shares; 2025Q2: 14,447 shares; 2025Q3: 14,254 shares; 2025Q4: 13,990 shares; 2026Q1: 14,125 shares 14,125 $7M 0.23% +135 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: 94,797 shares; 2024Q4: 92,503 shares; 2025Q1: 88,524 shares; 2025Q2: 87,025 shares; 2025Q3: 86,152 shares; 2025Q4: 76,450 shares; 2026Q1: 72,233 shares 72,233 $6.97M 0.23% -4,217 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: 19,910 shares; 2024Q4: 19,936 shares; 2025Q1: 19,700 shares; 2025Q2: 19,875 shares; 2025Q3: 20,000 shares; 2025Q4: 19,600 shares; 2026Q1: 19,639 shares 19,639 $6.74M 0.22% +39 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: 34,998 shares; 2024Q4: 35,199 shares; 2025Q1: 35,776 shares; 2025Q2: 32,933 shares; 2025Q3: 32,278 shares; 2025Q4: 31,633 shares; 2026Q1: 30,930 shares 30,930 $6.7M 0.22% -703 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: 75,826 shares; 2024Q4: 71,786 shares; 2025Q1: 57,661 shares; 2025Q2: 56,553 shares; 2025Q3: 55,768 shares; 2025Q4: 53,754 shares; 2026Q1: 53,668 shares 53,668 $6.46M 0.21% -86 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,252 shares; 2024Q4: 43,151 shares; 2025Q1: 44,526 shares; 2025Q2: 46,794 shares; 2025Q3: 46,956 shares; 2025Q4: 46,913 shares; 2026Q1: 46,219 shares 46,219 $6.28M 0.21% -694 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: 18,032 shares; 2024Q4: 18,102 shares; 2025Q1: 17,850 shares; 2025Q2: 18,027 shares; 2025Q3: 17,957 shares; 2025Q4: 17,288 shares; 2026Q1: 17,277 shares 17,277 $6.18M 0.21% -11 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,621 shares; 2024Q4: 232,835 shares; 2025Q1: 232,874 shares; 2025Q2: 232,912 shares; 2025Q3: 232,950 shares; 2025Q4: 232,990 shares; 2026Q1: 233,328 shares 233,328 $5.86M 0.19% +338 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: 33,109 shares; 2024Q4: 36,786 shares; 2025Q1: 32,238 shares; 2025Q2: 32,687 shares; 2025Q3: 33,303 shares; 2025Q4: 31,750 shares; 2026Q1: 32,717 shares 32,717 $5.55M 0.18% +967 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: 6,406 shares; 2024Q4: 6,569 shares; 2025Q1: 6,387 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 6,316 shares; 2026Q1: 6,550 shares 6,550 $5.54M 0.18% +234 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: 16,328 shares; 2024Q4: 16,627 shares; 2025Q1: 16,373 shares; 2025Q2: 16,859 shares; 2025Q3: 16,973 shares; 2025Q4: 16,515 shares; 2026Q1: 16,713 shares 16,713 $5.45M 0.18% +198 Timeline XLRE 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: 97,797 shares; 2024Q4: 100,719 shares; 2025Q1: 112,965 shares; 2025Q2: 115,180 shares; 2025Q3: 118,195 shares; 2025Q4: 136,603 shares; 2026Q1: 133,268 shares 133,268 $5.44M 0.18% -3,335 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,237 shares; 2024Q4: 65,111 shares; 2025Q1: 63,169 shares; 2025Q2: 63,298 shares; 2025Q3: 64,154 shares; 2025Q4: 67,331 shares; 2026Q1: 65,977 shares 65,977 $5.34M 0.18% -1,354 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: 19,037 shares; 2024Q4: 17,292 shares; 2025Q1: 14,623 shares; 2025Q2: 14,723 shares; 2025Q3: 14,561 shares; 2025Q4: 13,943 shares; 2026Q1: 14,193 shares 14,193 $5.28M 0.18% +250 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: 69,210 shares; 2024Q4: 200,934 shares; 2025Q1: 194,496 shares; 2025Q2: 189,823 shares; 2025Q3: 187,206 shares; 2025Q4: 169,879 shares; 2026Q1: 163,731 shares 163,731 $5.02M 0.17% -6,148 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,748 shares; 2024Q4: 61,668 shares; 2025Q1: 56,144 shares; 2025Q2: 56,280 shares; 2025Q3: 55,497 shares; 2025Q4: 51,752 shares; 2026Q1: 46,037 shares 46,037 $4.87M 0.16% -5,715 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: 18,272 shares; 2024Q4: 21,367 shares; 2025Q1: 17,966 shares; 2025Q2: 18,280 shares; 2025Q3: 18,369 shares; 2025Q4: 17,875 shares; 2026Q1: 16,332 shares 16,332 $4.76M 0.16% -1,543 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,677 shares; 2024Q4: 50,677 shares; 2025Q1: 50,677 shares; 2025Q2: 50,632 shares; 2025Q3: 50,632 shares; 2025Q4: 50,632 shares; 2026Q1: 50,674 shares 50,674 $4.73M 0.16% +42 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: 34,632 shares; 2024Q4: 34,017 shares; 2025Q1: 33,615 shares; 2025Q2: 30,667 shares; 2025Q3: 30,574 shares; 2025Q4: 28,642 shares; 2026Q1: 26,749 shares 26,749 $4.52M 0.15% -1,893 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: 10,632 shares; 2024Q4: 10,463 shares; 2025Q1: 10,255 shares; 2025Q2: 14,472 shares; 2025Q3: 7,822 shares; 2025Q4: 7,854 shares; 2026Q1: 8,025 shares 8,025 $4.52M 0.15% +171 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: 2,321 shares; 2024Q4: 2,583 shares; 2025Q1: 2,575 shares; 2025Q2: 6,284 shares; 2025Q3: 6,984 shares; 2025Q4: 9,139 shares; 2026Q1: 10,438 shares 10,438 $4.49M 0.15% +1,299 Timeline FENY 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: 198,854 shares; 2024Q4: 185,110 shares; 2025Q1: 179,584 shares; 2025Q2: 173,293 shares; 2025Q3: 168,149 shares; 2025Q4: 155,912 shares; 2026Q1: 131,963 shares 131,963 $4.49M 0.15% -23,949 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: 43,105 shares; 2024Q4: 44,490 shares; 2025Q1: 40,611 shares; 2025Q2: 38,925 shares; 2025Q3: 37,794 shares; 2025Q4: 35,363 shares; 2026Q1: 34,295 shares 34,295 $4.42M 0.15% -1,068 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: 13,091 shares; 2024Q4: 12,995 shares; 2025Q1: 13,023 shares; 2025Q2: 12,162 shares; 2025Q3: 12,197 shares; 2025Q4: 11,472 shares; 2026Q1: 10,107 shares 10,107 $4.3M 0.14% -1,365 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: 64,835 shares; 2024Q4: 62,745 shares; 2025Q1: 58,802 shares; 2025Q2: 58,815 shares; 2025Q3: 56,849 shares; 2025Q4: 54,273 shares; 2026Q1: 50,276 shares 50,276 $4.29M 0.14% -3,997 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: 11,082 shares; 2024Q4: 11,257 shares; 2025Q1: 11,249 shares; 2025Q2: 11,770 shares; 2025Q3: 9,227 shares; 2025Q4: 9,763 shares; 2026Q1: 9,794 shares 9,794 $4.28M 0.14% +31 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: 6,751 shares; 2024Q4: 6,937 shares; 2025Q1: 6,633 shares; 2025Q2: 6,703 shares; 2025Q3: 6,939 shares; 2025Q4: 7,281 shares; 2026Q1: 7,320 shares 7,320 $4.19M 0.14% +39 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: 50,998 shares; 2024Q4: 51,856 shares; 2025Q1: 50,875 shares; 2025Q2: 51,839 shares; 2025Q3: 51,844 shares; 2025Q4: 52,038 shares; 2026Q1: 53,938 shares 53,938 $4.1M 0.14% +1,900 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: 19,138 shares; 2024Q4: 18,539 shares; 2025Q1: 18,597 shares; 2025Q2: 18,697 shares; 2025Q3: 18,007 shares; 2025Q4: 19,269 shares; 2026Q1: 18,953 shares 18,953 $4.08M 0.14% -316 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: 135,660 shares; 2024Q4: 128,649 shares; 2025Q1: 120,019 shares; 2025Q2: 94,606 shares; 2025Q3: 90,257 shares; 2025Q4: 81,310 shares; 2026Q1: 76,964 shares 76,964 $4.07M 0.13% -4,346 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: 26,377 shares; 2024Q4: 26,551 shares; 2025Q1: 26,249 shares; 2025Q2: 24,891 shares; 2025Q3: 24,761 shares; 2025Q4: 21,450 shares; 2026Q1: 19,698 shares 19,698 $3.91M 0.13% -1,752 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: 1,198 shares; 2024Q4: 1,173 shares; 2025Q1: 1,165 shares; 2025Q2: 1,150 shares; 2025Q3: 1,153 shares; 2025Q4: 1,124 shares; 2026Q1: 1,112 shares 1,112 $3.76M 0.12% -12 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: 8,406 shares; 2024Q4: 8,628 shares; 2025Q1: 9,587 shares; 2025Q2: 10,320 shares; 2025Q3: 10,474 shares; 2025Q4: 10,786 shares; 2026Q1: 11,049 shares 11,049 $3.73M 0.12% +263 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: 15,203 shares; 2024Q4: 14,932 shares; 2025Q1: 15,187 shares; 2025Q2: 15,416 shares; 2025Q3: 16,245 shares; 2025Q4: 16,991 shares; 2026Q1: 18,578 shares 18,578 $3.58M 0.12% +1,587 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: 61,768 shares; 2024Q4: 63,623 shares; 2025Q1: 58,370 shares; 2025Q2: 56,670 shares; 2025Q3: 56,549 shares; 2025Q4: 53,000 shares; 2026Q1: 60,569 shares 60,569 $3.56M 0.12% +7,569 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 16,390 shares; 2025Q1: 16,253 shares; 2025Q2: 16,372 shares; 2025Q3: 16,379 shares; 2025Q4: 16,400 shares; 2026Q1: 16,258 shares 16,258 $3.44M 0.11% -142 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: 40,630 shares; 2024Q4: 39,613 shares; 2025Q1: 37,963 shares; 2025Q2: 38,711 shares; 2025Q3: 39,013 shares; 2025Q4: 40,653 shares; 2026Q1: 41,857 shares 41,857 $3.42M 0.11% +1,204 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: 39,996 shares; 2024Q4: 42,460 shares; 2025Q1: 41,231 shares; 2025Q2: 40,360 shares; 2025Q3: 41,229 shares; 2025Q4: 41,532 shares; 2026Q1: 41,783 shares 41,783 $3.33M 0.11% +251 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: 33,738 shares; 2024Q4: 31,226 shares; 2025Q1: 32,726 shares; 2025Q2: 33,476 shares; 2025Q3: 33,818 shares; 2025Q4: 34,213 shares; 2026Q1: 34,328 shares 34,328 $3.31M 0.11% +115 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: 64,356 shares; 2024Q4: 64,356 shares; 2025Q1: 64,356 shares; 2025Q2: 62,275 shares; 2025Q3: 59,775 shares; 2025Q4: 59,775 shares; 2026Q1: 59,775 shares 59,775 $3.26M 0.11% 0 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,693 shares; 2024Q4: 38,381 shares; 2025Q1: 38,841 shares; 2025Q2: 38,941 shares; 2025Q3: 38,666 shares; 2025Q4: 37,766 shares; 2026Q1: 35,798 shares 35,798 $3.24M 0.11% -1,968 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: 11,878 shares; 2024Q4: 11,638 shares; 2025Q1: 11,220 shares; 2025Q2: 11,178 shares; 2025Q3: 10,946 shares; 2025Q4: 10,400 shares; 2026Q1: 10,491 shares 10,491 $3.17M 0.11% +91 Timeline IAT 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: 51,762 shares; 2024Q4: 54,224 shares; 2025Q1: 54,126 shares; 2025Q2: 55,555 shares; 2025Q3: 56,335 shares; 2025Q4: 57,077 shares; 2026Q1: 58,452 shares 58,452 $3.15M 0.1% +1,375 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: 25,478 shares; 2024Q4: 23,159 shares; 2025Q1: 22,529 shares; 2025Q2: 20,553 shares; 2025Q3: 20,758 shares; 2025Q4: 20,080 shares; 2026Q1: 18,858 shares 18,858 $3.1M 0.1% -1,222 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: 9,096 shares; 2024Q4: 8,886 shares; 2025Q1: 9,600 shares; 2025Q2: 11,060 shares; 2025Q3: 11,882 shares; 2025Q4: 12,910 shares; 2026Q1: 21,924 shares 21,924 $3.06M 0.1% +9,014 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,226 shares; 2024Q4: 41,352 shares; 2025Q1: 39,979 shares; 2025Q2: 39,514 shares; 2025Q3: 37,189 shares; 2025Q4: 33,194 shares; 2026Q1: 29,324 shares 29,324 $3.04M 0.1% -3,870 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: 20,705 shares; 2024Q4: 20,338 shares; 2025Q1: 20,722 shares; 2025Q2: 21,613 shares; 2025Q3: 22,320 shares; 2025Q4: 20,856 shares; 2026Q1: 20,533 shares 20,533 $3.02M 0.1% -323 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: 30,480 shares; 2024Q4: 29,540 shares; 2025Q1: 26,597 shares; 2025Q2: 13,289 shares; 2025Q3: 13,018 shares; 2025Q4: 12,630 shares; 2026Q1: 12,408 shares 12,408 $3.01M 0.1% -222 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: 16,938 shares; 2024Q4: 15,467 shares; 2025Q1: 14,985 shares; 2025Q2: 14,715 shares; 2025Q3: 14,219 shares; 2025Q4: 14,057 shares; 2026Q1: 12,773 shares 12,773 $2.89M 0.1% -1,284 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,842 shares; 2024Q4: 21,789 shares; 2025Q1: 20,662 shares; 2025Q2: 20,009 shares; 2025Q3: 20,268 shares; 2025Q4: 20,257 shares; 2026Q1: 21,614 shares 21,614 $2.86M 0.09% +1,357 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: 6,764 shares; 2024Q4: 6,600 shares; 2025Q1: 6,601 shares; 2025Q2: 6,602 shares; 2025Q3: 9,088 shares; 2025Q4: 9,069 shares; 2026Q1: 8,935 shares 8,935 $2.84M 0.09% -134 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: 22,707 shares; 2024Q4: 24,089 shares; 2025Q1: 21,939 shares; 2025Q2: 22,516 shares; 2025Q3: 22,684 shares; 2025Q4: 22,265 shares; 2026Q1: 21,564 shares 21,564 $2.82M 0.09% -701 Timeline BANK OF AMER CORP 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: 2,249 shares; 2024Q4: 2,261 shares; 2025Q1: 2,362 shares; 2025Q2: 2,429 shares; 2025Q3: 2,459 shares; 2025Q4: 2,438 shares; 2026Q1: 2,330 shares 2,330 $2.78M 0.09% -108 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: 11,767 shares; 2024Q4: 12,378 shares; 2025Q1: 12,769 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares; 2025Q4: 13,358 shares; 2026Q1: 13,372 shares 13,372 $2.77M 0.09% +14 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: 40,438 shares; 2024Q4: 41,518 shares; 2025Q1: 41,218 shares; 2025Q2: 39,593 shares; 2025Q3: 38,992 shares; 2025Q4: 38,992 shares; 2026Q1: 38,992 shares 38,992 $2.74M 0.09% 0 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: 1,789 shares; 2024Q4: 1,770 shares; 2025Q1: 1,837 shares; 2025Q2: 28,040 shares; 2025Q3: 30,326 shares; 2025Q4: 29,921 shares; 2026Q1: 29,595 shares 29,595 $2.73M 0.09% -326 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: not reported; 2025Q1: 13,059 shares; 2025Q2: 11,181 shares; 2025Q3: 10,946 shares; 2025Q4: 11,864 shares; 2026Q1: 12,723 shares 12,723 $2.72M 0.09% +859 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,081 shares; 2024Q4: 343,614 shares; 2025Q1: 283,644 shares; 2025Q2: 272,722 shares; 2025Q3: 264,813 shares; 2025Q4: 257,166 shares; 2026Q1: 248,499 shares 248,499 $2.7M 0.09% -8,667 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: 39,258 shares; 2024Q4: 39,375 shares; 2025Q1: 39,906 shares; 2025Q2: 39,949 shares; 2025Q3: 40,219 shares; 2025Q4: 39,867 shares; 2026Q1: 39,766 shares 39,766 $2.69M 0.09% -101 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,486 shares; 2024Q4: 87,930 shares; 2025Q1: 80,316 shares; 2025Q2: 78,440 shares; 2025Q3: 77,898 shares; 2025Q4: 70,616 shares; 2026Q1: 70,007 shares 70,007 $2.67M 0.09% -609 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: 10,124 shares; 2024Q4: 10,747 shares; 2025Q1: 10,160 shares; 2025Q2: 13,653 shares; 2025Q3: 15,190 shares; 2025Q4: 20,813 shares; 2026Q1: 24,302 shares 24,302 $2.63M 0.09% +3,489 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: 2,617 shares; 2024Q4: 2,603 shares; 2025Q1: 2,663 shares; 2025Q2: 2,679 shares; 2025Q3: 2,913 shares; 2025Q4: 2,818 shares; 2026Q1: 2,885 shares 2,885 $2.58M 0.09% +67 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: 9,857 shares; 2024Q4: 6,592 shares; 2025Q1: 6,201 shares; 2025Q2: 6,095 shares; 2025Q3: 6,012 shares; 2025Q4: 5,327 shares; 2026Q1: 5,220 shares 5,220 $2.57M 0.09% -107 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: 6,615 shares; 2024Q4: 6,632 shares; 2025Q1: 6,545 shares; 2025Q2: 6,823 shares; 2025Q3: 6,875 shares; 2025Q4: 7,040 shares; 2026Q1: 7,059 shares 7,059 $2.51M 0.08% +19 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,664 shares; 2024Q4: 8,421 shares; 2025Q1: 8,250 shares; 2025Q2: 8,233 shares; 2025Q3: 8,238 shares; 2025Q4: 10,203 shares; 2026Q1: 12,084 shares 12,084 $2.41M 0.08% +1,881 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: 4,296 shares; 2024Q4: 7,568 shares; 2025Q1: 9,784 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 9,120 shares; 2026Q1: 9,678 shares 9,678 $2.4M 0.08% +558 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: 24,052 shares; 2024Q4: 21,884 shares; 2025Q1: 19,771 shares; 2025Q2: 18,576 shares; 2025Q3: 18,032 shares; 2025Q4: 17,027 shares; 2026Q1: 16,415 shares 16,415 $2.38M 0.08% -612 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: 20,480 shares; 2024Q4: 12,431 shares; 2025Q1: 12,389 shares; 2025Q2: 9,503 shares; 2025Q3: 9,231 shares; 2025Q4: 8,842 shares; 2026Q1: 8,606 shares 8,606 $2.33M 0.08% -236 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: 5,402 shares; 2024Q4: 5,175 shares; 2025Q1: 3,861 shares; 2025Q2: 3,819 shares; 2025Q3: 3,878 shares; 2025Q4: 3,859 shares; 2026Q1: 3,853 shares 3,853 $2.33M 0.08% -6 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: 20,381 shares; 2024Q4: 20,185 shares; 2025Q1: 19,496 shares; 2025Q2: 15,066 shares; 2025Q3: 14,537 shares; 2025Q4: 13,947 shares; 2026Q1: 13,742 shares 13,742 $2.32M 0.08% -205 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: 46,829 shares; 2024Q4: 40,614 shares; 2025Q1: 35,102 shares; 2025Q2: 33,525 shares; 2025Q3: 25,965 shares; 2025Q4: 24,764 shares; 2026Q1: 23,892 shares 23,892 $2.3M 0.08% -872 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: 8,727 shares; 2024Q4: 8,916 shares; 2025Q1: 9,205 shares; 2025Q2: 9,906 shares; 2025Q3: 9,641 shares; 2025Q4: 9,340 shares; 2026Q1: 9,498 shares 9,498 $2.3M 0.08% +158 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: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 4,582 shares; 2025Q2: 4,582 shares; 2025Q3: 9,429 shares; 2025Q4: 7,981 shares; 2026Q1: 8,013 shares 8,013 $2.23M 0.07% +32 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: 44,722 shares; 2024Q4: 42,682 shares; 2025Q1: 15,693 shares; 2025Q2: 14,961 shares; 2025Q3: 14,905 shares; 2025Q4: 14,219 shares; 2026Q1: 14,166 shares 14,166 $2.2M 0.07% -53 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,696 shares; 2025Q1: 5,663 shares; 2025Q2: 5,663 shares; 2025Q3: 5,769 shares; 2025Q4: 6,132 shares; 2026Q1: 6,189 shares 6,189 $2.19M 0.07% +57 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 21,310 shares; 2025Q1: 21,310 shares; 2025Q2: 21,327 shares; 2025Q3: 21,327 shares; 2025Q4: 21,310 shares; 2026Q1: 21,311 shares 21,311 $2.18M 0.07% +1 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: 2,420 shares; 2025Q1: 2,396 shares; 2025Q2: 2,235 shares; 2025Q3: 2,260 shares; 2025Q4: 2,367 shares; 2026Q1: 2,212 shares 2,212 $2.13M 0.07% -155 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: 9,729 shares; 2024Q4: 9,698 shares; 2025Q1: 9,133 shares; 2025Q2: 8,844 shares; 2025Q3: 8,716 shares; 2025Q4: 8,106 shares; 2026Q1: 8,084 shares 8,084 $2.1M 0.07% -22 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,531 shares; 2024Q4: 128,817 shares; 2025Q1: 32,699 shares; 2025Q2: 30,929 shares; 2025Q3: 29,384 shares; 2025Q4: 26,157 shares; 2026Q1: 25,722 shares 25,722 $2.09M 0.07% -435 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: 369 shares; 2024Q4: 394 shares; 2025Q1: 408 shares; 2025Q2: 434 shares; 2025Q3: 455 shares; 2025Q4: 492 shares; 2026Q1: 482 shares 482 $2.03M 0.07% -10 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: 19,233 shares; 2024Q4: 16,569 shares; 2025Q1: 14,507 shares; 2025Q2: 13,571 shares; 2025Q3: 19,220 shares; 2025Q4: 21,570 shares; 2026Q1: 28,061 shares 28,061 $2.02M 0.07% +6,491 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: 21,861 shares; 2024Q4: 65,583 shares; 2025Q1: 63,459 shares; 2025Q2: 63,459 shares; 2025Q3: 63,459 shares; 2025Q4: 63,459 shares; 2026Q1: 63,459 shares 63,459 $1.96M 0.07% 0 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: 4,595 shares; 2024Q4: 4,637 shares; 2025Q1: 4,587 shares; 2025Q2: 5,222 shares; 2025Q3: 7,498 shares; 2025Q4: 9,868 shares; 2026Q1: 12,291 shares 12,291 $1.96M 0.07% +2,423 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: 20,285 shares; 2024Q4: 20,318 shares; 2025Q1: 19,999 shares; 2025Q2: 19,657 shares; 2025Q3: 19,075 shares; 2025Q4: 17,529 shares; 2026Q1: 16,743 shares 16,743 $1.94M 0.06% -786 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,426 shares; 2024Q4: 54,655 shares; 2025Q1: 47,655 shares; 2025Q2: 47,655 shares; 2025Q3: 47,655 shares; 2025Q4: 47,395 shares; 2026Q1: 47,395 shares 47,395 $1.91M 0.06% 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: 10,769 shares; 2024Q4: 10,339 shares; 2025Q1: 8,199 shares; 2025Q2: 7,999 shares; 2025Q3: 7,820 shares; 2025Q4: 7,639 shares; 2026Q1: 7,664 shares 7,664 $1.87M 0.06% +25 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: 28,391 shares; 2024Q4: 28,203 shares; 2025Q1: 26,629 shares; 2025Q2: 26,417 shares; 2025Q3: 26,092 shares; 2025Q4: 25,783 shares; 2026Q1: 25,468 shares 25,468 $1.85M 0.06% -315 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: 8,914 shares; 2024Q4: 7,501 shares; 2025Q1: 7,152 shares; 2025Q2: 6,552 shares; 2025Q3: 6,520 shares; 2025Q4: 6,398 shares; 2026Q1: 5,594 shares 5,594 $1.83M 0.06% -804 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,815 shares; 2025Q2: 24,280 shares; 2025Q3: 24,940 shares; 2025Q4: 22,490 shares; 2026Q1: 22,140 shares 22,140 $1.82M 0.06% -350 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: 24,507 shares; 2024Q4: 8,645 shares; 2025Q1: 9,890 shares; 2025Q2: 9,569 shares; 2025Q3: 10,492 shares; 2025Q4: 10,362 shares; 2026Q1: 10,731 shares 10,731 $1.81M 0.06% +369 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: 5,398 shares; 2024Q4: 5,497 shares; 2025Q1: 4,580 shares; 2025Q2: 4,540 shares; 2025Q3: 4,895 shares; 2025Q4: 6,547 shares; 2026Q1: 7,263 shares 7,263 $1.79M 0.06% +716 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: 24,270 shares; 2024Q4: 24,037 shares; 2025Q1: 24,189 shares; 2025Q2: 24,451 shares; 2025Q3: 24,388 shares; 2025Q4: 24,743 shares; 2026Q1: 24,715 shares 24,715 $1.79M 0.06% -28 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: 9,209 shares; 2024Q4: 9,194 shares; 2025Q1: 9,334 shares; 2025Q2: 9,334 shares; 2025Q3: 9,348 shares; 2025Q4: 9,379 shares; 2026Q1: 9,254 shares 9,254 $1.78M 0.06% -125 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: 4,261 shares; 2024Q4: 4,708 shares; 2025Q1: 4,846 shares; 2025Q2: 5,295 shares; 2025Q3: 5,518 shares; 2025Q4: 5,556 shares; 2026Q1: 6,180 shares 6,180 $1.75M 0.06% +624 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: 13,344 shares; 2024Q4: 13,738 shares; 2025Q1: 13,547 shares; 2025Q2: 13,446 shares; 2025Q3: 13,324 shares; 2025Q4: 12,482 shares; 2026Q1: 11,416 shares 11,416 $1.69M 0.06% -1,066 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: 139,441 shares; 2024Q4: 115,834 shares; 2025Q1: 88,831 shares; 2025Q2: 56,593 shares; 2025Q3: 27,079 shares; 2025Q4: 17,779 shares; 2026Q1: 17,179 shares 17,179 $1.69M 0.06% -600 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: 5,416 shares; 2024Q4: 4,775 shares; 2025Q1: 4,575 shares; 2025Q2: 4,082 shares; 2025Q3: 4,104 shares; 2025Q4: 3,928 shares; 2026Q1: 3,918 shares 3,918 $1.67M 0.06% -10 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: 23,403 shares; 2024Q4: 24,375 shares; 2025Q1: 16,482 shares; 2025Q2: 18,706 shares; 2025Q3: 19,636 shares; 2025Q4: 58,735 shares; 2026Q1: 22,084 shares 22,084 $1.66M 0.06% -36,651 Timeline ACWI 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: 11,155 shares; 2024Q4: 11,155 shares; 2025Q1: 11,155 shares; 2025Q2: 11,155 shares; 2025Q3: 11,155 shares; 2025Q4: 11,895 shares; 2026Q1: 11,895 shares 11,895 $1.65M 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,507 shares; 2024Q4: 8,950 shares; 2025Q1: 8,707 shares; 2025Q2: 8,627 shares; 2025Q3: 8,380 shares; 2025Q4: 6,860 shares; 2026Q1: 6,760 shares 6,760 $1.64M 0.05% -100 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,643 shares 31,643 $1.59M 0.05% new 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: 19,281 shares; 2024Q4: 16,859 shares; 2025Q1: 16,932 shares; 2025Q2: 17,027 shares; 2025Q3: 17,109 shares; 2025Q4: 17,202 shares; 2026Q1: 17,273 shares 17,273 $1.54M 0.05% +71 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: 5,307 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 3,323 shares; 2025Q3: 3,317 shares; 2025Q4: 3,314 shares; 2026Q1: 3,314 shares 3,314 $1.54M 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: 13,985 shares; 2024Q4: 14,094 shares; 2025Q1: 12,565 shares; 2025Q2: 12,330 shares; 2025Q3: 12,384 shares; 2025Q4: 12,241 shares; 2026Q1: 11,639 shares 11,639 $1.52M 0.05% -602 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: 22,893 shares; 2024Q4: 23,390 shares; 2025Q1: 23,449 shares; 2025Q2: 54,672 shares; 2025Q3: 23,280 shares; 2025Q4: 23,705 shares; 2026Q1: 23,736 shares 23,736 $1.52M 0.05% +31 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: 15,918 shares; 2024Q4: 15,788 shares; 2025Q1: 18,021 shares; 2025Q2: 18,974 shares; 2025Q3: 21,217 shares; 2025Q4: 5,885 shares; 2026Q1: 7,215 shares 7,215 $1.52M 0.05% +1,330 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,333 shares; 2024Q4: 33,947 shares; 2025Q1: 31,587 shares; 2025Q2: 31,216 shares; 2025Q3: 30,526 shares; 2025Q4: 30,230 shares; 2026Q1: 29,901 shares 29,901 $1.51M 0.05% -329 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: 3,826 shares; 2024Q4: 3,846 shares; 2025Q1: 3,901 shares; 2025Q2: 3,016 shares; 2025Q3: 2,726 shares; 2025Q4: 2,819 shares; 2026Q1: 2,992 shares 2,992 $1.49M 0.05% +173 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: 124,227 shares; 2024Q4: 133,821 shares; 2025Q1: 123,834 shares; 2025Q2: 119,646 shares; 2025Q3: 96,755 shares; 2025Q4: 57,230 shares; 2026Q1: 52,827 shares 52,827 $1.48M 0.05% -4,403 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: 13,244 shares; 2024Q4: 5,254 shares; 2025Q1: 5,493 shares; 2025Q2: 5,351 shares; 2025Q3: 5,234 shares; 2025Q4: 5,135 shares; 2026Q1: 4,958 shares 4,958 $1.45M 0.05% -177 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: 15,269 shares; 2024Q4: 45,837 shares; 2025Q1: 45,827 shares; 2025Q2: 56,099 shares; 2025Q3: 55,499 shares; 2025Q4: 55,499 shares; 2026Q1: 56,237 shares 56,237 $1.44M 0.05% +738 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: 11,579 shares; 2024Q4: 11,524 shares; 2025Q1: 12,148 shares; 2025Q2: 12,162 shares; 2025Q3: 12,200 shares; 2025Q4: 12,144 shares; 2026Q1: 11,892 shares 11,892 $1.4M 0.05% -252 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: 9,747 shares; 2024Q4: 9,645 shares; 2025Q1: 9,786 shares; 2025Q2: 10,249 shares; 2025Q3: 9,599 shares; 2025Q4: 9,159 shares; 2026Q1: 9,098 shares 9,098 $1.39M 0.05% -61 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: 24,344 shares; 2026Q1: 24,344 shares 24,344 $1.39M 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,098 shares; 2024Q4: 21,476 shares; 2025Q1: 21,152 shares; 2025Q2: 20,883 shares; 2025Q3: 20,697 shares; 2025Q4: 20,871 shares; 2026Q1: 22,809 shares 22,809 $1.38M 0.05% +1,938 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,920 shares; 2025Q1: 1,948 shares; 2025Q2: 2,246 shares; 2025Q3: 2,349 shares; 2025Q4: 2,549 shares; 2026Q1: 2,281 shares 2,281 $1.36M 0.05% -268 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: 13,866 shares; 2024Q4: 13,457 shares; 2025Q1: 13,531 shares; 2025Q2: 13,570 shares; 2025Q3: 7,982 shares; 2025Q4: 7,539 shares; 2026Q1: 7,202 shares 7,202 $1.34M 0.04% -337 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: 870 shares; 2024Q4: 1,420 shares; 2025Q1: 1,377 shares; 2025Q2: 1,436 shares; 2025Q3: 1,491 shares; 2025Q4: 1,510 shares; 2026Q1: 1,523 shares 1,523 $1.33M 0.04% +13 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: 7,397 shares; 2024Q4: 7,380 shares; 2025Q1: 7,921 shares; 2025Q2: 8,862 shares; 2025Q3: 9,141 shares; 2025Q4: 9,872 shares; 2026Q1: 9,982 shares 9,982 $1.31M 0.04% +110 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: 7,141 shares; 2024Q4: 6,381 shares; 2025Q1: 6,451 shares; 2025Q2: 6,281 shares; 2025Q3: 6,171 shares; 2025Q4: 6,106 shares; 2026Q1: 6,724 shares 6,724 $1.29M 0.04% +618 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: 1,418 shares; 2024Q4: 1,238 shares; 2025Q1: 1,505 shares; 2025Q2: 1,435 shares; 2025Q3: 1,458 shares; 2025Q4: 1,467 shares; 2026Q1: 1,472 shares 1,472 $1.27M 0.04% +5 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: 36,926 shares; 2024Q4: 49,075 shares; 2025Q1: 46,695 shares; 2025Q2: 44,505 shares; 2025Q3: 46,671 shares; 2025Q4: 43,427 shares; 2026Q1: 43,715 shares 43,715 $1.27M 0.04% +288 Timeline XNTK 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: 4,977 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $1.26M 0.04% 0 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: 17,111 shares; 2024Q4: 14,319 shares; 2025Q1: 12,393 shares; 2025Q2: 15,591 shares; 2025Q3: 14,723 shares; 2025Q4: 14,091 shares; 2026Q1: 14,579 shares 14,579 $1.26M 0.04% +488 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: 13,783 shares; 2024Q4: 15,915 shares; 2025Q1: 15,915 shares; 2025Q2: 17,365 shares; 2025Q3: 17,365 shares; 2025Q4: 14,628 shares; 2026Q1: 14,129 shares 14,129 $1.25M 0.04% -499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,776 shares; 2025Q4: 8,004 shares; 2026Q1: 15,956 shares 15,956 $1.23M 0.04% +7,952 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: 5,579 shares; 2024Q4: 5,500 shares; 2025Q1: 5,370 shares; 2025Q2: 4,635 shares; 2025Q3: 4,515 shares; 2025Q4: 4,160 shares; 2026Q1: 3,767 shares 3,767 $1.21M 0.04% -393 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,527 shares; 2025Q2: 4,527 shares; 2025Q3: 4,527 shares; 2025Q4: 4,527 shares; 2026Q1: 4,527 shares 4,527 $1.2M 0.04% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 6,376 shares; 2025Q1: 6,376 shares; 2025Q2: 5,736 shares; 2025Q3: 7,705 shares; 2025Q4: 8,555 shares; 2026Q1: 9,072 shares 9,072 $1.19M 0.04% +517 Timeline IOO 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: 10,872 shares; 2024Q4: 10,062 shares; 2025Q1: 10,062 shares; 2025Q2: 10,062 shares; 2025Q3: 10,062 shares; 2025Q4: 10,062 shares; 2026Q1: 9,737 shares 9,737 $1.18M 0.04% -325 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: 17,114 shares; 2024Q4: 43,384 shares; 2025Q1: 43,006 shares; 2025Q2: 42,262 shares; 2025Q3: 42,262 shares; 2025Q4: 42,262 shares; 2026Q1: 42,262 shares 42,262 $1.18M 0.04% 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: 8,324 shares; 2024Q4: 33,297 shares; 2025Q1: 31,297 shares; 2025Q2: 38,270 shares; 2025Q3: 38,277 shares; 2025Q4: 41,203 shares; 2026Q1: 40,103 shares 40,103 $1.17M 0.04% -1,100 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: 11,441 shares; 2024Q4: 9,291 shares; 2025Q1: 9,291 shares; 2025Q2: 8,991 shares; 2025Q3: 8,991 shares; 2025Q4: 8,721 shares; 2026Q1: 8,721 shares 8,721 $1.11M 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 11,614 shares; 2025Q1: 9,274 shares; 2025Q2: 8,056 shares; 2025Q3: 8,419 shares; 2025Q4: 8,263 shares; 2026Q1: 8,040 shares 8,040 $1.06M 0.04% -223 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: 2,127 shares; 2024Q4: 2,150 shares; 2025Q1: 1,956 shares; 2025Q2: 2,003 shares; 2025Q3: 1,856 shares; 2025Q4: 1,869 shares; 2026Q1: 1,874 shares 1,874 $1.01M 0.03% +5 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,396 shares; 2024Q4: 8,948 shares; 2025Q1: 9,166 shares; 2025Q2: 7,342 shares; 2025Q3: 6,186 shares; 2025Q4: 5,466 shares; 2026Q1: 5,466 shares 5,466 $981K 0.03% 0 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: 17,968 shares; 2025Q3: 24,296 shares; 2025Q4: 23,221 shares; 2026Q1: 23,221 shares 23,221 $947K 0.03% 0 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: 4,727 shares; 2024Q4: 4,727 shares; 2025Q1: 4,602 shares; 2025Q2: 4,562 shares; 2025Q3: 4,636 shares; 2025Q4: 4,600 shares; 2026Q1: 5,063 shares 5,063 $922K 0.03% +463 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: 702 shares; 2024Q4: 698 shares; 2025Q1: 911 shares; 2025Q2: 966 shares; 2025Q3: 1,099 shares; 2025Q4: 10,140 shares; 2026Q1: 9,396 shares 9,396 $903K 0.03% -744 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,798 shares; 2025Q2: 23,592 shares; 2025Q3: 23,592 shares; 2025Q4: 24,571 shares; 2026Q1: 36,185 shares 36,185 $896K 0.03% +11,614 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,300 shares; 2024Q4: 47,300 shares; 2025Q1: 47,300 shares; 2025Q2: 47,300 shares; 2025Q3: 47,000 shares; 2025Q4: 47,000 shares; 2026Q1: 45,700 shares 45,700 $882K 0.03% -1,300 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: 6,394 shares; 2024Q4: 6,747 shares; 2025Q1: 6,763 shares; 2025Q2: 6,387 shares; 2025Q3: 6,556 shares; 2025Q4: 6,641 shares; 2026Q1: 6,697 shares 6,697 $878K 0.03% +56 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,094 shares; 2024Q4: 10,654 shares; 2025Q1: 10,654 shares; 2025Q2: 10,679 shares; 2025Q3: 10,419 shares; 2025Q4: 9,754 shares; 2026Q1: 9,879 shares 9,879 $858K 0.03% +125 Timeline IETC 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: 9,636 shares; 2024Q4: 9,636 shares; 2025Q1: 9,636 shares; 2025Q2: 9,636 shares; 2025Q3: 9,636 shares; 2025Q4: 9,636 shares; 2026Q1: 9,636 shares 9,636 $852K 0.03% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,967 shares; 2024Q4: 9,967 shares; 2025Q1: 9,967 shares; 2025Q2: 9,967 shares; 2025Q3: 9,967 shares; 2025Q4: 9,967 shares; 2026Q1: 9,967 shares 9,967 $846K 0.03% 0 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: 7,625 shares; 2024Q4: 7,684 shares; 2025Q1: 7,539 shares; 2025Q2: 7,995 shares; 2025Q3: 8,253 shares; 2025Q4: 7,393 shares; 2026Q1: 7,455 shares 7,455 $845K 0.03% +62 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: 2,164 shares; 2024Q4: 3,983 shares; 2025Q1: 3,327 shares; 2025Q2: 1,651 shares; 2025Q3: 1,829 shares; 2025Q4: 1,694 shares; 2026Q1: 1,819 shares 1,819 $839K 0.03% +125 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: 22,913 shares; 2024Q4: 26,642 shares; 2025Q1: 25,320 shares; 2025Q2: 24,541 shares; 2025Q3: 24,648 shares; 2025Q4: 24,756 shares; 2026Q1: 21,283 shares 21,283 $805K 0.03% -3,473 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 10,585 shares; 2025Q1: 10,751 shares; 2025Q2: 11,074 shares; 2025Q3: 11,012 shares; 2025Q4: 11,007 shares; 2026Q1: 10,930 shares 10,930 $780K 0.03% -77 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: 2,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,421 shares; 2025Q4: 2,297 shares; 2026Q1: 2,292 shares 2,292 $774K 0.03% -5 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 8,995 shares; 2025Q2: 13,315 shares; 2025Q3: 10,848 shares; 2025Q4: 12,655 shares; 2026Q1: 11,632 shares 11,632 $768K 0.03% -1,023 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,787 shares; 2025Q3: 4,817 shares; 2025Q4: 4,620 shares; 2026Q1: 4,612 shares 4,612 $763K 0.03% -8 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,480 shares; 2024Q4: 10,725 shares; 2025Q1: 11,284 shares; 2025Q2: 12,084 shares; 2025Q3: 9,934 shares; 2025Q4: 9,924 shares; 2026Q1: 9,374 shares 9,374 $750K 0.02% -550 Timeline IXG 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: 5,576 shares; 2025Q3: 5,722 shares; 2025Q4: 5,882 shares; 2026Q1: 6,510 shares 6,510 $742K 0.02% +628 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: 3,574 shares; 2024Q4: 3,742 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,863 shares; 2025Q4: 3,674 shares; 2026Q1: 3,677 shares 3,677 $714K 0.02% +3 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: 81,234 shares; 2024Q4: 53,043 shares; 2025Q1: 25,060 shares; 2025Q2: 20,085 shares; 2025Q3: 14,665 shares; 2025Q4: 13,644 shares; 2026Q1: 13,632 shares 13,632 $709K 0.02% -12 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,736 shares; 2025Q1: 3,586 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,586 shares; 2026Q1: 3,586 shares 3,586 $680K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,117 shares; 2024Q4: 22,301 shares; 2025Q1: 21,674 shares; 2025Q2: 22,416 shares; 2025Q3: 23,207 shares; 2025Q4: 22,489 shares; 2026Q1: 23,382 shares 23,382 $671K 0.02% +893 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: 2,332 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,348 shares; 2025Q3: 2,303 shares; 2025Q4: 2,303 shares; 2026Q1: 2,333 shares 2,333 $659K 0.02% +30 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,157 shares; 2024Q4: 36,842 shares; 2025Q1: 32,411 shares; 2025Q2: 31,913 shares; 2025Q3: 30,138 shares; 2025Q4: 16,770 shares; 2026Q1: 7,275 shares 7,275 $658K 0.02% -9,495 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,060 shares; 2025Q1: 3,115 shares; 2025Q2: 4,727 shares; 2025Q3: 5,099 shares; 2025Q4: 5,374 shares; 2026Q1: 4,245 shares 4,245 $642K 0.02% -1,129 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: 14,077 shares; 2024Q4: 13,102 shares; 2025Q1: 9,913 shares; 2025Q2: 7,923 shares; 2025Q3: 7,129 shares; 2025Q4: 5,586 shares; 2026Q1: 5,209 shares 5,209 $631K 0.02% -377 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: 33,810 shares; 2024Q4: 28,575 shares; 2025Q1: 23,205 shares; 2025Q2: 22,346 shares; 2025Q3: 20,065 shares; 2025Q4: 18,658 shares; 2026Q1: 14,269 shares 14,269 $630K 0.02% -4,389 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares 2,473 $628K 0.02% 0 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: 1,782 shares; 2024Q4: 1,798 shares; 2025Q1: 1,890 shares; 2025Q2: 1,925 shares; 2025Q3: 1,829 shares; 2025Q4: 1,857 shares; 2026Q1: 1,889 shares 1,889 $621K 0.02% +32 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 2,989 shares; 2025Q3: 2,989 shares; 2025Q4: 2,989 shares; 2026Q1: 2,947 shares 2,947 $613K 0.02% -42 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: 3,965 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,965 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 6,270 shares 6,270 $609K 0.02% +2,250 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: 9,126 shares; 2024Q4: 9,058 shares; 2025Q1: 9,054 shares; 2025Q2: 9,930 shares; 2025Q3: 10,202 shares; 2025Q4: 10,278 shares; 2026Q1: 9,602 shares 9,602 $603K 0.02% -676 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: 7,409 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares; 2026Q1: 7,549 shares 7,549 $600K 0.02% +140 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: 13,652 shares; 2024Q4: 13,272 shares; 2025Q1: 13,438 shares; 2025Q2: 13,655 shares; 2025Q3: 13,655 shares; 2025Q4: 13,655 shares; 2026Q1: 2,069 shares 2,069 $594K 0.02% -11,586 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: 6,087 shares; 2024Q4: 5,678 shares; 2025Q1: 5,541 shares; 2025Q2: 5,321 shares; 2025Q3: 5,272 shares; 2025Q4: 5,272 shares; 2026Q1: 5,164 shares 5,164 $589K 0.02% -108 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 19,686 shares; 2026Q1: 3,716 shares 3,716 $586K 0.02% -15,970 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: 11,664 shares; 2024Q4: 11,345 shares; 2025Q1: 7,310 shares; 2025Q2: 4,708 shares; 2025Q3: 3,783 shares; 2025Q4: 3,171 shares; 2026Q1: 2,776 shares 2,776 $580K 0.02% -395 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,077 shares; 2025Q1: 2,152 shares; 2025Q2: 2,102 shares; 2025Q3: 2,122 shares; 2025Q4: 2,029 shares; 2026Q1: 2,129 shares 2,129 $568K 0.02% +100 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 17,241 shares; 2025Q1: 16,404 shares; 2025Q2: 19,304 shares; 2025Q3: 18,543 shares; 2025Q4: 18,130 shares; 2026Q1: 16,775 shares 16,775 $562K 0.02% -1,355 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: 5,933 shares; 2024Q4: 5,732 shares; 2025Q1: 5,732 shares; 2025Q2: 5,343 shares; 2025Q3: 5,428 shares; 2025Q4: 5,095 shares; 2026Q1: 5,124 shares 5,124 $562K 0.02% +29 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: 29,918 shares; 2024Q4: 25,845 shares; 2025Q1: 25,507 shares; 2025Q2: 24,350 shares; 2025Q3: 20,051 shares; 2025Q4: 20,374 shares; 2026Q1: 18,412 shares 18,412 $558K 0.02% -1,962 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,166 shares; 2024Q4: 28,916 shares; 2025Q1: 19,736 shares; 2025Q2: 5,806 shares; 2025Q3: 5,995 shares; 2025Q4: 6,080 shares; 2026Q1: 5,745 shares 5,745 $558K 0.02% -335 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: 4,880 shares; 2024Q4: 4,918 shares; 2025Q1: 5,049 shares; 2025Q2: 5,767 shares; 2025Q3: 5,738 shares; 2025Q4: 6,408 shares; 2026Q1: 2,115 shares 2,115 $554K 0.02% -4,293 Timeline IXN 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: 2,788 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 4,348 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares; 2026Q1: 5,526 shares 5,526 $552K 0.02% +922 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: 4,859 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 9,818 shares; 2025Q3: 10,118 shares; 2025Q4: 12,338 shares; 2026Q1: 11,828 shares 11,828 $549K 0.02% -510 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 1,213 shares 1,213 $542K 0.02% +237 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 5,992 shares; 2025Q1: 5,942 shares; 2025Q2: 5,985 shares; 2025Q3: 6,358 shares; 2025Q4: 7,746 shares; 2026Q1: 7,742 shares 7,742 $536K 0.02% -4 Timeline GRID 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: not reported; 2025Q4: 2,249 shares; 2026Q1: 3,256 shares 3,256 $533K 0.02% +1,007 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 22,000 shares 22,000 $521K 0.02% +7,000 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: 70,986 shares; 2024Q4: 2,586 shares; 2025Q1: 2,516 shares; 2025Q2: 2,235 shares; 2025Q3: 2,563 shares; 2025Q4: 2,723 shares; 2026Q1: 2,560 shares 2,560 $521K 0.02% -163 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,839 shares; 2025Q2: 2,819 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 2,803 shares 2,803 $514K 0.02% +4 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 467 shares 467 $511K 0.02% +10 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: not reported; 2025Q4: 720 shares; 2026Q1: 725 shares 725 $510K 0.02% +5 Timeline FCOM 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: 7,544 shares; 2024Q4: 7,544 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares; 2025Q4: 8,486 shares; 2026Q1: 7,352 shares 7,352 $501K 0.02% -1,134 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: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,737 shares; 2025Q3: 1,824 shares; 2025Q4: 2,232 shares; 2026Q1: 2,525 shares 2,525 $501K 0.02% +293 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,432 shares; 2025Q1: 6,532 shares; 2025Q2: 5,772 shares; 2025Q3: 4,272 shares; 2025Q4: 4,272 shares; 2026Q1: 4,177 shares 4,177 $499K 0.02% -95 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,330 shares; 2025Q1: 9,465 shares; 2025Q2: 8,560 shares; 2025Q3: 5,785 shares; 2025Q4: 4,750 shares; 2026Q1: 3,255 shares 3,255 $498K 0.02% -1,495 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,020 shares; 2025Q1: 6,020 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares; 2025Q4: 3,905 shares; 2026Q1: 3,980 shares 3,980 $498K 0.02% +75 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,260 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $491K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,246 shares; 2026Q1: 1,256 shares 1,256 $488K 0.02% +10 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: 871 shares; 2024Q4: 886 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 935 shares; 2025Q4: 4,695 shares; 2026Q1: 4,648 shares 4,648 $486K 0.02% -47 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,796 shares; 2025Q1: 3,761 shares; 2025Q2: 3,158 shares; 2025Q3: 3,082 shares; 2025Q4: 2,990 shares; 2026Q1: 2,690 shares 2,690 $485K 0.02% -300 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $483K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 2,456 shares; 2025Q3: 2,571 shares; 2025Q4: 2,619 shares; 2026Q1: 2,634 shares 2,634 $481K 0.02% +15 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: 5,784 shares; 2024Q4: 5,915 shares; 2025Q1: 4,488 shares; 2025Q2: 4,648 shares; 2025Q3: 4,491 shares; 2025Q4: 5,126 shares; 2026Q1: 5,126 shares 5,126 $477K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 781 shares; 2025Q4: 953 shares; 2026Q1: 1,217 shares 1,217 $475K 0.02% +264 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,526 shares; 2025Q3: 2,726 shares; 2025Q4: 3,344 shares; 2026Q1: 3,658 shares 3,658 $462K 0.02% +314 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,665 shares; 2025Q1: 1,488 shares; 2025Q2: 1,489 shares; 2025Q3: 1,555 shares; 2025Q4: 1,577 shares; 2026Q1: 1,587 shares 1,587 $455K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares 1,421 $452K 0.02% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,874 shares; 2026Q1: 3,533 shares 3,533 $451K 0.01% +1,659 Timeline IXJ 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: 4,629 shares; 2025Q3: 4,773 shares; 2025Q4: 4,790 shares; 2026Q1: 4,790 shares 4,790 $448K 0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,515 shares; 2026Q1: 2,515 shares 2,515 $447K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,303 shares; 2026Q1: 3,044 shares 3,044 $445K 0.01% -259 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: 3,390 shares; 2024Q4: 3,563 shares; 2025Q1: 3,656 shares; 2025Q2: 4,023 shares; 2025Q3: 3,954 shares; 2025Q4: 3,578 shares; 2026Q1: 3,578 shares 3,578 $445K 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: not reported; 2025Q1: not reported; 2025Q2: 7,715 shares; 2025Q3: 7,715 shares; 2025Q4: 7,715 shares; 2026Q1: 9,088 shares 9,088 $445K 0.01% +1,373 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: not reported; 2024Q4: 2,892 shares; 2025Q1: 3,258 shares; 2025Q2: 3,152 shares; 2025Q3: 3,284 shares; 2025Q4: 3,335 shares; 2026Q1: 3,709 shares 3,709 $440K 0.01% +374 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: 21,363 shares; 2024Q4: 21,107 shares; 2025Q1: 9,684 shares; 2025Q2: 9,705 shares; 2025Q3: 9,718 shares; 2025Q4: 7,960 shares; 2026Q1: 7,712 shares 7,712 $434K 0.01% -248 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: 2,074 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $422K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: not reported; 2025Q3: 1,241 shares; 2025Q4: 1,242 shares; 2026Q1: 2,139 shares 2,139 $420K 0.01% +897 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,049 shares; 2025Q3: 5,495 shares; 2025Q4: 5,495 shares; 2026Q1: 5,680 shares 5,680 $413K 0.01% +185 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,290 shares; 2025Q1: 3,820 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 6,022 shares; 2026Q1: 6,022 shares 6,022 $411K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,565 shares; 2025Q3: 8,565 shares; 2025Q4: 8,565 shares; 2026Q1: 8,565 shares 8,565 $407K 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: 1,760 shares; 2024Q4: 1,828 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,891 shares; 2025Q4: 1,759 shares; 2026Q1: 1,955 shares 1,955 $407K 0.01% +196 Timeline IHI 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: 7,566 shares; 2024Q4: 7,566 shares; 2025Q1: 7,566 shares; 2025Q2: 7,566 shares; 2025Q3: 7,566 shares; 2025Q4: 7,566 shares; 2026Q1: 7,566 shares 7,566 $404K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 4,100 shares 4,100 $401K 0.01% +2,143 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares 8,850 $395K 0.01% 0 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 5,052 shares; 2025Q4: 4,235 shares; 2026Q1: 4,267 shares 4,267 $395K 0.01% +32 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 7,457 shares; 2026Q1: 7,457 shares 7,457 $394K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,670 shares; 2025Q3: 7,675 shares; 2025Q4: 7,471 shares; 2026Q1: 7,475 shares 7,475 $393K 0.01% +4 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: 975 shares; 2024Q4: 1,150 shares; 2025Q1: not reported; 2025Q2: 2,045 shares; 2025Q3: 2,655 shares; 2025Q4: 2,451 shares; 2026Q1: 2,444 shares 2,444 $392K 0.01% -7 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,554 shares 1,554 $390K 0.01% new 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: 2,040 shares; 2025Q1: 1,890 shares; 2025Q2: 578 shares; 2025Q3: 1,368 shares; 2025Q4: 2,112 shares; 2026Q1: 2,226 shares 2,226 $389K 0.01% +114 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: 4,340 shares; 2025Q3: 5,702 shares; 2025Q4: 5,680 shares; 2026Q1: 6,036 shares 6,036 $384K 0.01% +356 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 7,955 shares; 2025Q1: 7,785 shares; 2025Q2: 7,552 shares; 2025Q3: 7,337 shares; 2025Q4: 7,022 shares; 2026Q1: 7,022 shares 7,022 $380K 0.01% 0 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: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares 1,912 $379K 0.01% 0 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: 1,149 shares; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 1,481 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,794 shares 1,794 $373K 0.01% +523 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: not reported; 2025Q3: 1,555 shares; 2025Q4: 3,320 shares; 2026Q1: 3,890 shares 3,890 $371K 0.01% +570 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: 727 shares; 2024Q4: 739 shares; 2025Q1: 736 shares; 2025Q2: 817 shares; 2025Q3: 864 shares; 2025Q4: 882 shares; 2026Q1: 852 shares 852 $368K 0.01% -30 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,885 shares; 2025Q4: 1,787 shares; 2026Q1: 1,787 shares 1,787 $365K 0.01% 0 Timeline ERTH 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: 8,002 shares; 2024Q4: 8,319 shares; 2025Q1: 8,478 shares; 2025Q2: 8,154 shares; 2025Q3: 8,245 shares; 2025Q4: 7,651 shares; 2026Q1: 7,652 shares 7,652 $363K 0.01% +1 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: 975 shares; 2024Q4: 1,021 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,465 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares 1,012 $361K 0.01% 0 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: 5,901 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,363 shares; 2026Q1: 4,363 shares 4,363 $360K 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: 3,260 shares; 2024Q4: 3,260 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $357K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 10,997 shares; 2025Q1: 4,875 shares; 2025Q2: 4,120 shares; 2025Q3: 4,210 shares; 2025Q4: 4,010 shares; 2026Q1: 6,109 shares 6,109 $352K 0.01% +2,099 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,518 shares; 2026Q1: 1,300 shares 1,300 $352K 0.01% -218 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 4,860 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 3,832 shares; 2026Q1: 5,345 shares 5,345 $348K 0.01% +1,513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 462 shares; 2026Q1: 510 shares 510 $348K 0.01% +48 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: 4,005 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,619 shares; 2025Q3: 3,742 shares; 2025Q4: 4,403 shares; 2026Q1: 4,822 shares 4,822 $347K 0.01% +419 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: not reported; 2025Q1: not reported; 2025Q2: 10,661 shares; 2025Q3: 10,661 shares; 2025Q4: 10,661 shares; 2026Q1: 10,661 shares 10,661 $346K 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: not reported; 2024Q4: 11,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,958 shares; 2025Q4: 8,229 shares; 2026Q1: 8,948 shares 8,948 $344K 0.01% +719 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: 4,665 shares; 2024Q4: 1,433 shares; 2025Q1: 1,311 shares; 2025Q2: 1,349 shares; 2025Q3: 1,405 shares; 2025Q4: 1,322 shares; 2026Q1: 1,263 shares 1,263 $342K 0.01% -59 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 2,867 shares; 2025Q2: 3,567 shares; 2025Q3: 4,937 shares; 2025Q4: 4,937 shares; 2026Q1: 4,937 shares 4,937 $341K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares 1,677 $340K 0.01% 0 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: 837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 257 shares 257 $339K 0.01% +11 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: 2,860 shares; 2024Q4: 3,405 shares; 2025Q1: 3,216 shares; 2025Q2: 3,167 shares; 2025Q3: 3,161 shares; 2025Q4: 2,953 shares; 2026Q1: 2,975 shares 2,975 $337K 0.01% +22 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 4,743 shares; 2025Q1: 3,535 shares; 2025Q2: 3,887 shares; 2025Q3: 4,022 shares; 2025Q4: 3,597 shares; 2026Q1: 3,662 shares 3,662 $331K 0.01% +65 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,588 shares; 2024Q4: 4,658 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,338 shares; 2025Q4: 4,338 shares; 2026Q1: 4,392 shares 4,392 $330K 0.01% +54 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: not reported; 2024Q4: not reported; 2025Q1: 7,716 shares; 2025Q2: 8,882 shares; 2025Q3: 9,033 shares; 2025Q4: 9,227 shares; 2026Q1: 9,367 shares 9,367 $329K 0.01% +140 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: 5,736 shares; 2024Q4: 5,946 shares; 2025Q1: 4,054 shares; 2025Q2: 3,270 shares; 2025Q3: 3,105 shares; 2025Q4: 4,323 shares; 2026Q1: 4,003 shares 4,003 $328K 0.01% -320 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,626 shares; 2025Q4: 1,678 shares; 2026Q1: 1,648 shares 1,648 $326K 0.01% -30 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,341 shares; 2026Q1: 1,641 shares 1,641 $324K 0.01% -700 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,992 shares 8,992 $317K 0.01% new Timeline IYJ 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: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,135 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 2,135 shares 2,135 $315K 0.01% 0 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: 6,942 shares; 2024Q4: 6,617 shares; 2025Q1: 5,725 shares; 2025Q2: 5,187 shares; 2025Q3: 5,187 shares; 2025Q4: 5,187 shares; 2026Q1: 4,830 shares 4,830 $314K 0.01% -357 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 5,300 shares; 2025Q2: 9,950 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,652 shares 2,652 $313K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 1,577 shares 1,577 $311K 0.01% new Timeline IYT 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: 3,541 shares; 2024Q4: 4,187 shares; 2025Q1: 4,187 shares; 2025Q2: 4,145 shares; 2025Q3: 4,130 shares; 2025Q4: 4,131 shares; 2026Q1: 4,131 shares 4,131 $308K 0.01% 0 Timeline SCHK 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: 4,856 shares; 2024Q4: 9,712 shares; 2025Q1: 9,712 shares; 2025Q2: 9,712 shares; 2025Q3: 9,712 shares; 2025Q4: 9,712 shares; 2026Q1: 9,712 shares 9,712 $304K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $301K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $300K 0.01% 0 Timeline PPH 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: 2,923 shares; 2024Q4: 2,923 shares; 2025Q1: 2,923 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares 2,873 $298K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST 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: 4,707 shares; 2025Q3: 4,707 shares; 2025Q4: 4,707 shares; 2026Q1: 4,797 shares 4,797 $297K 0.01% +90 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: not reported; 2024Q4: 4,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,499 shares; 2026Q1: 3,923 shares 3,923 $292K 0.01% +424 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: 7,383 shares; 2024Q4: 7,435 shares; 2025Q1: not reported; 2025Q2: 6,624 shares; 2025Q3: 7,018 shares; 2025Q4: 7,012 shares; 2026Q1: 7,109 shares 7,109 $292K 0.01% +97 Timeline IHF 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: 6,883 shares; 2024Q4: 6,896 shares; 2025Q1: 6,908 shares; 2025Q2: 6,915 shares; 2025Q3: 6,929 shares; 2025Q4: 6,957 shares; 2026Q1: 6,957 shares 6,957 $291K 0.01% 0 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: 1,084 shares; 2024Q4: 1,082 shares; 2025Q1: 1,091 shares; 2025Q2: 1,083 shares; 2025Q3: 1,127 shares; 2025Q4: 1,145 shares; 2026Q1: 1,337 shares 1,337 $290K 0.01% +192 Timeline KXI 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: 3,948 shares; 2025Q3: 4,050 shares; 2025Q4: 4,144 shares; 2026Q1: 4,266 shares 4,266 $286K 0.01% +122 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: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $280K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: not reported; 2025Q3: 5,957 shares; 2025Q4: 5,957 shares; 2026Q1: 5,957 shares 5,957 $280K 0.01% 0 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: 703 shares; 2024Q4: 665 shares; 2025Q1: 668 shares; 2025Q2: 677 shares; 2025Q3: 706 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $278K 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: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 835 shares; 2025Q4: 863 shares; 2026Q1: 936 shares 936 $276K 0.01% +73 Timeline SCHV 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: 8,602 shares; 2025Q3: 7,602 shares; 2025Q4: 7,602 shares; 2026Q1: 8,928 shares 8,928 $272K 0.01% +1,326 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,266 shares; 2025Q1: 3,501 shares; 2025Q2: 2,851 shares; 2025Q3: 2,819 shares; 2025Q4: 2,672 shares; 2026Q1: 2,473 shares 2,473 $263K 0.01% -199 Timeline IEV 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: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares; 2025Q4: 3,865 shares; 2026Q1: 3,865 shares 3,865 $263K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,996 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares; 2026Q1: 3,537 shares 3,537 $259K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares 1,589 $257K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 828 shares 828 $245K 0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,688 shares 3,688 $244K 0.01% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,296 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares 9,240 $237K 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: 3,708 shares; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,518 shares; 2026Q1: 3,518 shares 3,518 $235K 0.01% 0 Timeline FNCL 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: 3,881 shares; 2024Q4: 3,859 shares; 2025Q1: 3,859 shares; 2025Q2: 3,859 shares; 2025Q3: 3,835 shares; 2025Q4: 3,790 shares; 2026Q1: 3,330 shares 3,330 $234K 0.01% -460 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: 2,651 shares; 2024Q4: 2,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,787 shares; 2026Q1: 1,842 shares 1,842 $233K 0.01% +55 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,178 shares; 2026Q1: 1,594 shares 1,594 $233K 0.01% +416 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 2,287 shares; 2025Q2: 1,570 shares; 2025Q3: 1,532 shares; 2025Q4: 1,585 shares; 2026Q1: 1,115 shares 1,115 $232K 0.01% -470 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: 514 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 503 shares; 2025Q3: 518 shares; 2025Q4: 503 shares; 2026Q1: 513 shares 513 $228K 0.01% +10 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: not reported; 2024Q4: 1,952 shares; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,011 shares; 2025Q4: 2,011 shares; 2026Q1: 1,911 shares 1,911 $227K 0.01% -100 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,062 shares; 2024Q4: 5,467 shares; 2025Q1: 4,727 shares; 2025Q2: 3,612 shares; 2025Q3: 2,847 shares; 2025Q4: 2,794 shares; 2026Q1: 2,424 shares 2,424 $226K 0.01% -370 Timeline IYH 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: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $225K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: 1,089 shares 1,089 $224K 0.01% -106 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609 shares; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $224K 0.01% 0 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: 22,995 shares; 2024Q4: 30,499 shares; 2025Q1: 27,678 shares; 2025Q2: 18,683 shares; 2025Q3: 18,687 shares; 2025Q4: 16,691 shares; 2026Q1: 19,027 shares 19,027 $220K 0.01% +2,336 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,744 shares; 2025Q4: 2,492 shares; 2026Q1: 2,380 shares 2,380 $219K 0.01% -112 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 725 shares 725 $219K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 2,267 shares; 2025Q1: 1,851 shares; 2025Q2: 1,465 shares; 2025Q3: 1,525 shares; 2025Q4: 1,304 shares; 2026Q1: 1,391 shares 1,391 $219K 0.01% +87 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: 1,940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 608 shares 608 $218K 0.01% +91 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,649 shares 6,649 $217K 0.01% new 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: 8,591 shares; 2024Q4: 8,600 shares; 2025Q1: 2,077 shares; 2025Q2: 1,876 shares; 2025Q3: 1,973 shares; 2025Q4: 1,897 shares; 2026Q1: 1,251 shares 1,251 $216K 0.01% -646 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $215K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 377 shares; 2026Q1: 381 shares 381 $214K 0.01% +4 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,964 shares; 2024Q4: 3,166 shares; 2025Q1: 3,166 shares; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 3,197 shares; 2026Q1: 3,001 shares 3,001 $211K 0.01% -196 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: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 602 shares; 2025Q3: 636 shares; 2025Q4: 613 shares; 2026Q1: 651 shares 651 $210K 0.01% +38 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 1,713 shares; 2026Q1: 1,706 shares 1,706 $209K 0.01% -7 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,184 shares 2,184 $207K 0.01% new 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: 2,862 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,774 shares 1,774 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: 642 shares; 2026Q1: 651 shares 651 $205K 0.01% +9 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: 2,627 shares; 2024Q4: 2,060 shares; 2025Q1: 1,701 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $204K 0.01% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,055 shares 2,055 $202K 0.01% -155 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,067 shares; 2024Q4: 10,067 shares; 2025Q1: 10,067 shares; 2025Q2: 12,831 shares; 2025Q3: 10,067 shares; 2025Q4: 10,067 shares; 2026Q1: 10,067 shares 10,067 $115K <0.01% 0 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 14,576 shares; 2025Q1: 14,576 shares; 2025Q2: 14,576 shares; 2025Q3: 14,576 shares; 2025Q4: 14,576 shares; 2026Q1: 14,576 shares 14,576 $52.6K <0.01% 0 Timeline