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: 1,648,645 shares; 2024Q4: 1,643,988 shares; 2025Q1: 1,694,065 shares; 2025Q2: 1,613,060 shares; 2025Q3: 1,442,584 shares; 2025Q4: 1,484,346 shares; 2026Q1: 1,499,184 shares 1,499,184 $261M 22.76% +14,838 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,211 shares; 2024Q4: 77,831 shares; 2025Q1: 74,912 shares; 2025Q2: 123,458 shares; 2025Q3: 267,980 shares; 2025Q4: 271,533 shares; 2026Q1: 282,168 shares 282,168 $71.6M 6.23% +10,635 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,227 shares; 2024Q4: 414,584 shares; 2025Q1: 470,068 shares; 2025Q2: 345,263 shares; 2025Q3: 353,837 shares; 2025Q4: 322,664 shares; 2026Q1: 262,839 shares 262,839 $38.2M 3.33% -59,825 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: 174,077 shares; 2024Q4: 176,396 shares; 2025Q1: 181,162 shares; 2025Q2: 148,609 shares; 2025Q3: 150,923 shares; 2025Q4: 157,593 shares; 2026Q1: 153,508 shares 153,508 $30.6M 2.66% -4,085 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: 456,286 shares; 2024Q4: 436,860 shares; 2025Q1: 392,176 shares; 2025Q2: 387,142 shares; 2025Q3: 268,580 shares; 2025Q4: 257,877 shares; 2026Q1: 255,989 shares 255,989 $29M 2.53% -1,888 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,806 shares; 2024Q4: 296,594 shares; 2025Q1: 306,429 shares; 2025Q2: 548,108 shares; 2025Q3: 556,951 shares; 2025Q4: 535,580 shares; 2026Q1: 900,208 shares 900,208 $26.5M 2.31% +364,628 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: 62,710 shares; 2024Q4: 61,417 shares; 2025Q1: 99,763 shares; 2025Q2: 198,716 shares; 2025Q3: 162,649 shares; 2025Q4: 161,585 shares; 2026Q1: 293,679 shares 293,679 $24.2M 2.1% +132,094 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: 21,330 shares; 2024Q4: 22,298 shares; 2025Q1: 148,428 shares; 2025Q2: 145,740 shares; 2025Q3: 208,088 shares; 2025Q4: 193,814 shares; 2026Q1: 212,251 shares 212,251 $20.9M 1.82% +18,437 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: 3,932 shares; 2024Q4: 2,595 shares; 2025Q1: 28,345 shares; 2025Q2: 29,108 shares; 2025Q3: 36,171 shares; 2025Q4: 36,124 shares; 2026Q1: 36,404 shares 36,404 $20.8M 1.81% +280 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,394 shares; 2024Q4: 453,744 shares; 2025Q1: 379,406 shares; 2025Q2: 703,989 shares; 2025Q3: 675,560 shares; 2025Q4: 672,387 shares; 2026Q1: 507,360 shares 507,360 $19.8M 1.72% -165,027 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 173,775 shares; 2026Q1: 264,590 shares 264,590 $19.2M 1.67% +90,815 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,165 shares; 2026Q1: 29,379 shares 29,379 $19.1M 1.66% +214 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: 274,848 shares; 2024Q4: 245,656 shares; 2025Q1: 241,536 shares; 2025Q2: 239,149 shares; 2025Q3: 230,035 shares; 2025Q4: 222,740 shares; 2026Q1: 233,920 shares 233,920 $18.6M 1.62% +11,180 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: 555,582 shares; 2024Q4: 532,539 shares; 2025Q1: 346,287 shares; 2025Q2: 339,667 shares; 2025Q3: 321,868 shares; 2025Q4: 320,185 shares; 2026Q1: 300,430 shares 300,430 $18.2M 1.59% -19,755 Timeline MCS MARCUS CORP DEL More: the full row for MARCUS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659,090 shares; 2024Q4: 1,018,633 shares; 2025Q1: 1,063,254 shares; 2025Q2: 1,004,343 shares; 2025Q3: 1,014,951 shares; 2025Q4: 1,085,909 shares; 2026Q1: 1,038,615 shares 1,038,615 $17.8M 1.55% -47,294 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: 2,534 shares; 2024Q4: 2,735 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 12,666 shares; 2025Q4: 13,834 shares; 2026Q1: 131,274 shares 131,274 $16.9M 1.47% +117,440 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,576 shares; 2024Q4: 348,468 shares; 2025Q1: 350,818 shares; 2025Q2: 340,018 shares; 2025Q3: 339,398 shares; 2025Q4: 333,583 shares; 2026Q1: 353,458 shares 353,458 $16.2M 1.41% +19,875 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746,260 shares; 2024Q4: 718,687 shares; 2025Q1: 717,660 shares; 2025Q2: 707,075 shares; 2025Q3: 675,733 shares; 2025Q4: 665,529 shares; 2026Q1: 697,861 shares 697,861 $15.8M 1.37% +32,332 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: 372,326 shares; 2024Q4: 345,219 shares; 2025Q1: 346,710 shares; 2025Q2: 341,771 shares; 2025Q3: 323,356 shares; 2025Q4: 316,124 shares; 2026Q1: 306,138 shares 306,138 $14.9M 1.3% -9,986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,855 shares; 2026Q1: 45,477 shares 45,477 $14.6M 1.27% +4,622 Timeline OLN OLIN CORP More: the full row for OLIN 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: 9,174 shares; 2025Q4: 467,161 shares; 2026Q1: 473,056 shares 473,056 $14.1M 1.22% +5,895 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,775 shares; 2024Q4: 696,024 shares; 2025Q1: 1,054,145 shares; 2025Q2: 793,707 shares; 2025Q3: 696,919 shares; 2025Q4: 703,918 shares; 2026Q1: 323,937 shares 323,937 $13.7M 1.2% -379,981 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,703 shares; 2024Q4: 261,594 shares; 2025Q1: 436,507 shares; 2025Q2: 430,696 shares; 2025Q3: 470,351 shares; 2025Q4: 397,621 shares; 2026Q1: 328,514 shares 328,514 $13.7M 1.19% -69,107 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: 8,740 shares; 2024Q4: 4,700 shares; 2025Q1: 36,710 shares; 2025Q2: 36,710 shares; 2025Q3: 40,078 shares; 2025Q4: 40,116 shares; 2026Q1: 41,799 shares 41,799 $12.9M 1.13% +1,683 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,014 shares; 2025Q2: 5,014 shares; 2025Q3: 5,014 shares; 2025Q4: 29,490 shares; 2026Q1: 25,990 shares 25,990 $12.3M 1.07% -3,500 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: 19,662 shares; 2024Q4: 16,362 shares; 2025Q1: 16,605 shares; 2025Q2: 16,540 shares; 2025Q3: 22,366 shares; 2025Q4: 25,794 shares; 2026Q1: 31,598 shares 31,598 $11.7M 1.02% +5,804 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: not reported; 2024Q4: 74,083 shares; 2025Q1: 74,901 shares; 2025Q2: 72,994 shares; 2025Q3: 72,714 shares; 2025Q4: 131,141 shares; 2026Q1: 128,250 shares 128,250 $11.6M 1.01% -2,891 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,025 shares; 2025Q1: 805,971 shares; 2025Q2: 807,830 shares; 2025Q3: 831,447 shares; 2025Q4: 721,076 shares; 2026Q1: 719,811 shares 719,811 $11.3M 0.98% -1,265 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: 20,816 shares; 2024Q4: 20,871 shares; 2025Q1: 99,386 shares; 2025Q2: 98,571 shares; 2025Q3: 96,011 shares; 2025Q4: 93,387 shares; 2026Q1: 93,054 shares 93,054 $11.3M 0.98% -333 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC 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: 76,358 shares; 2025Q4: 83,869 shares; 2026Q1: 150,550 shares 150,550 $11M 0.95% +66,681 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT 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: 267,910 shares 267,910 $10.9M 0.95% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110,795 shares; 2024Q4: 1,770,430 shares; 2025Q1: 1,808,910 shares; 2025Q2: 1,734,669 shares; 2025Q3: 1,698,701 shares; 2025Q4: 1,633,278 shares; 2026Q1: 1,626,722 shares 1,626,722 $10.8M 0.94% -6,556 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,119 shares; 2024Q4: 107,048 shares; 2025Q1: 109,164 shares; 2025Q2: 106,650 shares; 2025Q3: 106,273 shares; 2025Q4: 126,899 shares; 2026Q1: 130,405 shares 130,405 $8.37M 0.73% +3,506 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: not reported; 2024Q4: not reported; 2025Q1: 166,684 shares; 2025Q2: 162,624 shares; 2025Q3: 148,314 shares; 2025Q4: 146,684 shares; 2026Q1: 146,789 shares 146,789 $7.75M 0.67% +105 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,988 shares; 2024Q4: 96,464 shares; 2025Q1: 96,401 shares; 2025Q2: 91,145 shares; 2025Q3: 83,117 shares; 2025Q4: 79,946 shares; 2026Q1: 78,388 shares 78,388 $7.56M 0.66% -1,558 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: 20,880 shares; 2024Q4: 14,834 shares; 2025Q1: 14,449 shares; 2025Q2: 14,775 shares; 2025Q3: 13,772 shares; 2025Q4: 22,877 shares; 2026Q1: 24,914 shares 24,914 $7.16M 0.62% +2,037 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: 20,535 shares; 2024Q4: 16,626 shares; 2025Q1: 17,030 shares; 2025Q2: 17,265 shares; 2025Q3: 26,777 shares; 2025Q4: 30,646 shares; 2026Q1: 31,022 shares 31,022 $6.46M 0.56% +376 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,357 shares; 2026Q1: 31,798 shares 31,798 $6.1M 0.53% +441 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: 37,758 shares; 2024Q4: 37,154 shares; 2025Q1: 39,252 shares; 2025Q2: 38,479 shares; 2025Q3: 26,855 shares; 2025Q4: 34,648 shares; 2026Q1: 34,601 shares 34,601 $5.87M 0.51% -47 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: 131,456 shares; 2024Q4: 131,116 shares; 2025Q1: 130,044 shares; 2025Q2: 131,369 shares; 2025Q3: 127,939 shares; 2025Q4: 131,292 shares; 2026Q1: 111,552 shares 111,552 $5.8M 0.5% -19,740 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,436 shares; 2026Q1: 26,431 shares 26,431 $5.65M 0.49% +995 Timeline ASLV ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 199,574 shares; 2026Q1: 202,993 shares 202,993 $5.65M 0.49% +3,419 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: 17,633 shares; 2024Q4: 17,371 shares; 2025Q1: 17,311 shares; 2025Q2: 16,691 shares; 2025Q3: 16,412 shares; 2025Q4: 17,656 shares; 2026Q1: 18,116 shares 18,116 $5.2M 0.45% +460 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: 3,144 shares; 2024Q4: 2,777 shares; 2025Q1: 2,777 shares; 2025Q2: 2,798 shares; 2025Q3: 2,816 shares; 2025Q4: 8,125 shares; 2026Q1: 6,784 shares 6,784 $4.81M 0.42% -1,341 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: 35,595 shares; 2024Q4: 37,862 shares; 2025Q1: 37,986 shares; 2025Q2: 39,811 shares; 2025Q3: 41,533 shares; 2025Q4: 42,194 shares; 2026Q1: 41,007 shares 41,007 $4.75M 0.41% -1,187 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,794 shares; 2026Q1: 19,081 shares 19,081 $4.73M 0.41% +287 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,243 shares; 2024Q4: 20,123 shares; 2025Q1: 20,123 shares; 2025Q2: 18,968 shares; 2025Q3: 18,943 shares; 2025Q4: 34,740 shares; 2026Q1: 84,714 shares 84,714 $4.73M 0.41% +49,974 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: 131,710 shares; 2024Q4: 189,694 shares; 2025Q1: 184,603 shares; 2025Q2: 180,104 shares; 2025Q3: 174,819 shares; 2025Q4: 164,818 shares; 2026Q1: 166,141 shares 166,141 $4.67M 0.41% +1,323 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: 13,869 shares; 2024Q4: 14,623 shares; 2025Q1: 15,834 shares; 2025Q2: 15,927 shares; 2025Q3: 15,147 shares; 2025Q4: 14,722 shares; 2026Q1: 15,496 shares 15,496 $4.56M 0.4% +774 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: 394,418 shares; 2024Q4: 385,045 shares; 2025Q1: 384,419 shares; 2025Q2: 372,174 shares; 2025Q3: 343,850 shares; 2025Q4: 332,755 shares; 2026Q1: 90,312 shares 90,312 $4.53M 0.39% -242,443 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,619 shares; 2026Q1: 7,819 shares 7,819 $4.51M 0.39% +200 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,859 shares; 2024Q4: 2,759 shares; 2025Q1: 3,325 shares; 2025Q2: 19,530 shares; 2025Q3: 18,558 shares; 2025Q4: 39,740 shares; 2026Q1: 43,615 shares 43,615 $4.21M 0.37% +3,875 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: 6,075 shares; 2024Q4: 21,437 shares; 2025Q1: 22,528 shares; 2025Q2: 22,098 shares; 2025Q3: 23,108 shares; 2025Q4: 28,636 shares; 2026Q1: 26,976 shares 26,976 $4.19M 0.36% -1,660 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: 8,746 shares; 2024Q4: 10,695 shares; 2025Q1: 12,382 shares; 2025Q2: 11,927 shares; 2025Q3: 12,247 shares; 2025Q4: 31,044 shares; 2026Q1: 31,244 shares 31,244 $3.88M 0.34% +200 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,523 shares; 2024Q4: 54,523 shares; 2025Q1: 54,523 shares; 2025Q2: 54,523 shares; 2025Q3: 54,523 shares; 2025Q4: 54,523 shares; 2026Q1: 54,523 shares 54,523 $3.61M 0.31% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,017 shares; 2026Q1: 16,663 shares 16,663 $3.56M 0.31% +1,646 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,491 shares; 2024Q4: 151,614 shares; 2025Q1: 150,014 shares; 2025Q2: 146,691 shares; 2025Q3: 141,630 shares; 2025Q4: 142,498 shares; 2026Q1: 175,445 shares 175,445 $3.52M 0.31% +32,947 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: 7,322 shares; 2024Q4: 7,170 shares; 2025Q1: 7,165 shares; 2025Q2: 6,926 shares; 2025Q3: 6,593 shares; 2025Q4: 6,358 shares; 2026Q1: 6,552 shares 6,552 $3.14M 0.27% +194 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,581 shares; 2026Q1: 45,232 shares 45,232 $2.9M 0.25% -349 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 82,812 shares; 2025Q4: 118,350 shares; 2026Q1: 117,075 shares 117,075 $2.86M 0.25% -1,275 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: 24,247 shares; 2024Q4: 24,435 shares; 2025Q1: 25,559 shares; 2025Q2: 23,559 shares; 2025Q3: 21,559 shares; 2025Q4: 22,786 shares; 2026Q1: 21,771 shares 21,771 $2.85M 0.25% -1,015 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares 75,000 $2.78M 0.24% 0 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: 26,955 shares; 2024Q4: 27,179 shares; 2025Q1: 27,773 shares; 2025Q2: 27,680 shares; 2025Q3: 26,970 shares; 2025Q4: 27,324 shares; 2026Q1: 13,275 shares 13,275 $2.75M 0.24% -14,049 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,046 shares; 2024Q4: 37,046 shares; 2025Q1: 37,046 shares; 2025Q2: 37,046 shares; 2025Q3: 90,474 shares; 2025Q4: 107,617 shares; 2026Q1: 107,617 shares 107,617 $2.65M 0.23% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,279 shares; 2024Q4: 12,274 shares; 2025Q1: 12,274 shares; 2025Q2: 12,609 shares; 2025Q3: 12,609 shares; 2025Q4: 12,684 shares; 2026Q1: 12,684 shares 12,684 $2.58M 0.22% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,789 shares; 2026Q1: 4,236 shares 4,236 $2.53M 0.22% +447 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,875 shares; 2025Q1: 6,915 shares; 2025Q2: 7,239 shares; 2025Q3: 7,744 shares; 2025Q4: 7,439 shares; 2026Q1: 6,633 shares 6,633 $2.47M 0.21% -806 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: 3,019 shares; 2024Q4: 3,684 shares; 2025Q1: 4,653 shares; 2025Q2: 2,682 shares; 2025Q3: 3,451 shares; 2025Q4: 7,148 shares; 2026Q1: 7,102 shares 7,102 $2.21M 0.19% -46 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: 7,269 shares; 2024Q4: 8,123 shares; 2025Q1: 7,994 shares; 2025Q2: 8,012 shares; 2025Q3: 8,019 shares; 2025Q4: 7,695 shares; 2026Q1: 7,701 shares 7,701 $2.19M 0.19% +6 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: 10,720 shares; 2024Q4: 10,538 shares; 2025Q1: 9,986 shares; 2025Q2: 9,731 shares; 2025Q3: 9,491 shares; 2025Q4: 9,493 shares; 2026Q1: 10,007 shares 10,007 $2.18M 0.19% +514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,891 shares; 2026Q1: 4,866 shares 4,866 $2.13M 0.18% -25 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: 7,046 shares; 2024Q4: 7,186 shares; 2025Q1: 7,075 shares; 2025Q2: 7,184 shares; 2025Q3: 6,989 shares; 2025Q4: 8,036 shares; 2026Q1: 8,667 shares 8,667 $2.12M 0.18% +631 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: 13,924 shares; 2024Q4: 11,772 shares; 2025Q1: 12,880 shares; 2025Q2: 12,985 shares; 2025Q3: 11,754 shares; 2025Q4: 12,497 shares; 2026Q1: 12,722 shares 12,722 $2.1M 0.18% +225 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: 10,018 shares; 2024Q4: 10,018 shares; 2025Q1: 10,018 shares; 2025Q2: 10,018 shares; 2025Q3: 10,118 shares; 2025Q4: 10,018 shares; 2026Q1: 10,018 shares 10,018 $2.03M 0.18% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,991 shares 9,991 $2.03M 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,135 shares; 2025Q4: 12,715 shares; 2026Q1: 18,230 shares 18,230 $1.89M 0.16% +5,515 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: 1,935 shares; 2024Q4: 2,136 shares; 2025Q1: 2,168 shares; 2025Q2: 1,981 shares; 2025Q3: 1,928 shares; 2025Q4: 1,910 shares; 2026Q1: 1,970 shares 1,970 $1.72M 0.15% +60 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 795,973 shares; 2025Q2: 795,973 shares; 2025Q3: 795,973 shares; 2025Q4: 795,500 shares; 2026Q1: 795,500 shares 795,500 $1.72M 0.15% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 12,881 shares; 2025Q1: 12,881 shares; 2025Q2: 12,881 shares; 2025Q3: 9,881 shares; 2025Q4: 10,131 shares; 2026Q1: 10,131 shares 10,131 $1.71M 0.15% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,563 shares; 2025Q1: 1,565 shares; 2025Q2: 1,427 shares; 2025Q3: 1,452 shares; 2025Q4: 1,650 shares; 2026Q1: 1,690 shares 1,690 $1.68M 0.15% +40 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,447 shares; 2024Q4: 77,447 shares; 2025Q1: 112,880 shares; 2025Q2: 72,880 shares; 2025Q3: 62,880 shares; 2025Q4: 62,880 shares; 2026Q1: 62,880 shares 62,880 $1.65M 0.14% 0 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: 13,351 shares; 2024Q4: 13,732 shares; 2025Q1: 13,836 shares; 2025Q2: 12,837 shares; 2025Q3: 13,385 shares; 2025Q4: 13,689 shares; 2026Q1: 13,489 shares 13,489 $1.62M 0.14% -200 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: not reported; 2024Q4: 1,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,488 shares; 2026Q1: 4,546 shares 4,546 $1.54M 0.13% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,239 shares; 2026Q1: 49,880 shares 49,880 $1.53M 0.13% -4,359 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: 8,818 shares; 2024Q4: 9,733 shares; 2025Q1: 9,557 shares; 2025Q2: 9,557 shares; 2025Q3: 10,295 shares; 2025Q4: 9,107 shares; 2026Q1: 9,257 shares 9,257 $1.52M 0.13% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,553 shares; 2026Q1: 11,454 shares 11,454 $1.52M 0.13% -99 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: 901,565 shares; 2024Q4: 867,036 shares; 2025Q1: 61,725 shares; 2025Q2: 55,984 shares; 2025Q3: 55,621 shares; 2025Q4: 54,105 shares; 2026Q1: 52,229 shares 52,229 $1.51M 0.13% -1,876 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,010 shares; 2025Q4: 14,010 shares; 2026Q1: 10,310 shares 10,310 $1.51M 0.13% -3,700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,078 shares 8,078 $1.51M 0.13% new 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: 297,609 shares; 2024Q4: 288,132 shares; 2025Q1: 238,336 shares; 2025Q2: 228,621 shares; 2025Q3: 219,013 shares; 2025Q4: 209,763 shares; 2026Q1: 19,401 shares 19,401 $1.51M 0.13% -190,362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,980 shares; 2026Q1: 2,294 shares 2,294 $1.5M 0.13% +314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,107 shares; 2026Q1: 56,257 shares 56,257 $1.44M 0.13% +2,150 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: 16,840 shares; 2024Q4: 17,140 shares; 2025Q1: 17,140 shares; 2025Q2: 33,540 shares; 2025Q3: 33,800 shares; 2025Q4: 30,840 shares; 2026Q1: 30,840 shares 30,840 $1.43M 0.12% 0 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: 484,143 shares; 2024Q4: 480,849 shares; 2025Q1: 433,520 shares; 2025Q2: 18,382 shares; 2025Q3: 18,382 shares; 2025Q4: 16,683 shares; 2026Q1: 13,183 shares 13,183 $1.43M 0.12% -3,500 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: 2,791 shares; 2024Q4: 2,829 shares; 2025Q1: 2,830 shares; 2025Q2: 2,889 shares; 2025Q3: 3,279 shares; 2025Q4: 4,154 shares; 2026Q1: 4,245 shares 4,245 $1.4M 0.12% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,779 shares; 2026Q1: 6,404 shares 6,404 $1.38M 0.12% -375 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,797 shares; 2026Q1: 6,943 shares 6,943 $1.36M 0.12% +146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,463 shares; 2026Q1: 46,592 shares 46,592 $1.36M 0.12% +6,129 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 2,400 shares 2,400 $1.35M 0.12% -2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,125 shares; 2025Q4: 16,125 shares; 2026Q1: 16,315 shares 16,315 $1.33M 0.12% +190 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: 3,961 shares; 2024Q4: 6,971 shares; 2025Q1: 9,871 shares; 2025Q2: 3,971 shares; 2025Q3: 3,881 shares; 2025Q4: 3,681 shares; 2026Q1: 3,681 shares 3,681 $1.32M 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,357 shares; 2024Q4: 19,098 shares; 2025Q1: 21,778 shares; 2025Q2: 20,675 shares; 2025Q3: 19,501 shares; 2025Q4: 19,771 shares; 2026Q1: 19,666 shares 19,666 $1.3M 0.11% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,359 shares; 2026Q1: 51,631 shares 51,631 $1.3M 0.11% +2,272 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: 3,737 shares; 2024Q4: 3,881 shares; 2025Q1: 3,723 shares; 2025Q2: 3,723 shares; 2025Q3: 3,623 shares; 2025Q4: 4,366 shares; 2026Q1: 4,283 shares 4,283 $1.29M 0.11% -83 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: 3,851 shares; 2024Q4: 3,721 shares; 2025Q1: 4,521 shares; 2025Q2: 5,290 shares; 2025Q3: 5,472 shares; 2025Q4: 6,541 shares; 2026Q1: 6,542 shares 6,542 $1.27M 0.11% +1 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: 5,760 shares; 2024Q4: 6,619 shares; 2025Q1: 6,503 shares; 2025Q2: 6,228 shares; 2025Q3: 5,200 shares; 2025Q4: 4,963 shares; 2026Q1: 5,065 shares 5,065 $1.23M 0.11% +102 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,698 shares; 2024Q4: 16,133 shares; 2025Q1: 16,146 shares; 2025Q2: 16,146 shares; 2025Q3: 16,144 shares; 2025Q4: 16,054 shares; 2026Q1: 16,054 shares 16,054 $1.15M 0.1% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,634 shares; 2026Q1: 13,634 shares 13,634 $1.15M 0.1% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,654 shares; 2026Q1: 2,681 shares 2,681 $1.14M 0.1% +27 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: 10,799 shares; 2024Q4: 10,595 shares; 2025Q1: 10,595 shares; 2025Q2: 10,264 shares; 2025Q3: 6,397 shares; 2025Q4: 7,820 shares; 2026Q1: 7,890 shares 7,890 $1.14M 0.1% +70 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: 140,847 shares; 2024Q4: 122,812 shares; 2025Q1: 29,072 shares; 2025Q2: 28,977 shares; 2025Q3: 28,836 shares; 2025Q4: 34,216 shares; 2026Q1: 32,366 shares 32,366 $1.09M 0.09% -1,850 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: 3,310 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares 2,785 $1.08M 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,836 shares; 2026Q1: 7,568 shares 7,568 $1.08M 0.09% -268 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: 6,847 shares; 2024Q4: 6,847 shares; 2025Q1: 6,847 shares; 2025Q2: 6,912 shares; 2025Q3: 1,320 shares; 2025Q4: 1,327 shares; 2026Q1: 1,142 shares 1,142 $1.05M 0.09% -185 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,792 shares; 2024Q4: 40,360 shares; 2025Q1: 40,360 shares; 2025Q2: 40,360 shares; 2025Q3: 40,360 shares; 2025Q4: 40,149 shares; 2026Q1: 40,149 shares 40,149 $1.04M 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,698 shares; 2026Q1: 7,698 shares 7,698 $1.02M 0.09% 0 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: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,198 shares; 2025Q4: 1,095 shares; 2026Q1: 1,098 shares 1,098 $951K 0.08% +3 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 12,225 shares; 2025Q3: 12,225 shares; 2025Q4: 12,225 shares; 2026Q1: 12,225 shares 12,225 $945K 0.08% 0 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: 3,669 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,767 shares; 2025Q4: 3,767 shares; 2026Q1: 3,567 shares 3,567 $928K 0.08% -200 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: 10,258 shares; 2024Q4: 10,378 shares; 2025Q1: 10,149 shares; 2025Q2: 9,909 shares; 2025Q3: 9,643 shares; 2025Q4: 9,265 shares; 2026Q1: 8,891 shares 8,891 $913K 0.08% -374 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: 7,330 shares; 2024Q4: 7,964 shares; 2025Q1: 8,554 shares; 2025Q2: 7,222 shares; 2025Q3: 6,827 shares; 2025Q4: 6,827 shares; 2026Q1: 6,927 shares 6,927 $907K 0.08% +100 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS 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: 30,000 shares 30,000 $878K 0.08% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 8,170 shares; 2026Q1: 8,170 shares 8,170 $872K 0.08% 0 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: 13,200 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 10,950 shares; 2025Q4: 10,950 shares; 2026Q1: 10,950 shares 10,950 $870K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,278 shares; 2026Q1: 6,713 shares 6,713 $834K 0.07% +435 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: 3,193 shares; 2024Q4: 3,243 shares; 2025Q1: 3,177 shares; 2025Q2: 3,177 shares; 2025Q3: 2,907 shares; 2025Q4: 3,081 shares; 2026Q1: 3,013 shares 3,013 $815K 0.07% -68 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,923 shares; 2025Q2: 1,923 shares; 2025Q3: 2,181 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558 $814K 0.07% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 2,165 shares 2,165 $803K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,232 shares; 2025Q3: 1,252 shares; 2025Q4: 1,228 shares; 2026Q1: 1,259 shares 1,259 $761K 0.07% +31 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: 1,876 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,837 shares; 2025Q3: 1,525 shares; 2025Q4: 1,498 shares; 2026Q1: 1,503 shares 1,503 $751K 0.07% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,072 shares; 2026Q1: 26,818 shares 26,818 $747K 0.07% -1,254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,557 shares; 2026Q1: 7,557 shares 7,557 $734K 0.06% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215,997 shares; 2024Q4: 1,227,649 shares; 2025Q1: 1,273,599 shares; 2025Q2: 1,220,315 shares; 2025Q3: 1,122,830 shares; 2025Q4: 99,365 shares; 2026Q1: 116,957 shares 116,957 $701K 0.06% +17,592 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 10,247 shares; 2025Q1: 10,247 shares; 2025Q2: 10,247 shares; 2025Q3: 13,167 shares; 2025Q4: 13,096 shares; 2026Q1: 13,096 shares 13,096 $673K 0.06% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,356 shares 11,356 $668K 0.06% new 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: not reported; 2025Q3: not reported; 2025Q4: 16,463 shares; 2026Q1: 21,543 shares 21,543 $657K 0.06% +5,080 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 12,200 shares; 2025Q3: 17,977 shares; 2025Q4: 39,151 shares; 2026Q1: 41,011 shares 41,011 $651K 0.06% +1,860 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,790 shares; 2025Q4: 4,785 shares; 2026Q1: 4,785 shares 4,785 $651K 0.06% 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: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 5,118 shares; 2025Q2: 5,158 shares; 2025Q3: 5,157 shares; 2025Q4: 5,157 shares; 2026Q1: 4,922 shares 4,922 $645K 0.06% -235 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: 3,674 shares; 2024Q4: 3,753 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,327 shares; 2025Q4: 3,277 shares; 2026Q1: 3,325 shares 3,325 $641K 0.06% +48 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: not reported; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,166 shares; 2025Q3: 3,204 shares; 2025Q4: 3,424 shares; 2026Q1: 6,966 shares 6,966 $624K 0.05% +3,542 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: 2,265 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965 $617K 0.05% 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: 3,630 shares; 2024Q4: 4,388 shares; 2025Q1: 4,503 shares; 2025Q2: 4,606 shares; 2025Q3: 4,606 shares; 2025Q4: 4,503 shares; 2026Q1: 4,503 shares 4,503 $594K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,781 shares; 2026Q1: 11,781 shares 11,781 $582K 0.05% 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: 46,133 shares; 2024Q4: 46,933 shares; 2025Q1: 53,302 shares; 2025Q2: 53,802 shares; 2025Q3: 46,166 shares; 2025Q4: 46,666 shares; 2026Q1: 50,366 shares 50,366 $581K 0.05% +3,700 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: 2,628 shares; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 2,833 shares; 2025Q3: 2,676 shares; 2025Q4: 2,235 shares; 2026Q1: 2,436 shares 2,436 $560K 0.05% +201 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: 3,841 shares; 2024Q4: 3,803 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,941 shares; 2025Q4: 4,707 shares; 2026Q1: 3,796 shares 3,796 $559K 0.05% -911 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: 4,458 shares; 2024Q4: 4,258 shares; 2025Q1: 4,246 shares; 2025Q2: 4,134 shares; 2025Q3: 4,929 shares; 2025Q4: 5,835 shares; 2026Q1: 5,935 shares 5,935 $558K 0.05% +100 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: 26,485 shares; 2024Q4: 17,359 shares; 2025Q1: 17,353 shares; 2025Q2: 17,353 shares; 2025Q3: 16,438 shares; 2025Q4: 13,568 shares; 2026Q1: 12,568 shares 12,568 $555K 0.05% -1,000 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 2,776 shares; 2025Q1: 3,576 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares 1,976 $552K 0.05% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,878 shares; 2025Q2: 4,878 shares; 2025Q3: 4,878 shares; 2025Q4: 4,878 shares; 2026Q1: 4,878 shares 4,878 $550K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,966 shares; 2026Q1: 10,129 shares 10,129 $547K 0.05% +163 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: 11,959 shares; 2024Q4: 12,408 shares; 2025Q1: 12,658 shares; 2025Q2: 12,658 shares; 2025Q3: 11,051 shares; 2025Q4: 11,351 shares; 2026Q1: 11,351 shares 11,351 $533K 0.05% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,241 shares; 2025Q3: 1,386 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $527K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares 5,104 $514K 0.04% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,538 shares; 2025Q1: 4,935 shares; 2025Q2: 4,183 shares; 2025Q3: 4,162 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares 3,779 $511K 0.04% 0 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: 3,125 shares; 2024Q4: 3,125 shares; 2025Q1: 3,125 shares; 2025Q2: 2,925 shares; 2025Q3: 2,000 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $502K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 9,092 shares; 2025Q1: 11,624 shares; 2025Q2: 6,183 shares; 2025Q3: 6,749 shares; 2025Q4: 6,480 shares; 2026Q1: 6,480 shares 6,480 $493K 0.04% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $488K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $481K 0.04% 0 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: 943 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares 1,343 $473K 0.04% 0 Timeline MBBC MARATHON BANCORP INC More: the full row for MARATHON BANCORP 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: 34,320 shares; 2026Q1: 34,320 shares 34,320 $464K 0.04% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares 1,476 $463K 0.04% 0 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: 2,760 shares; 2024Q4: 1,460 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,672 shares 4,672 $449K 0.04% new Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 50,000 shares; 2026Q1: 75,000 shares 75,000 $446K 0.04% +25,000 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: 981 shares; 2024Q4: 981 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 1,813 shares 1,813 $428K 0.04% +56 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,995 shares; 2024Q4: 8,530 shares; 2025Q1: 9,175 shares; 2025Q2: 9,175 shares; 2025Q3: 9,269 shares; 2025Q4: 8,475 shares; 2026Q1: 9,127 shares 9,127 $428K 0.04% +652 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: 203,692 shares; 2024Q4: 190,096 shares; 2025Q1: 190,869 shares; 2025Q2: 186,253 shares; 2025Q3: 180,336 shares; 2025Q4: 169,461 shares; 2026Q1: 5,593 shares 5,593 $417K 0.04% -163,868 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: 3,065 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 1,203 shares 1,203 $411K 0.04% -963 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 8,241 shares; 2025Q1: 8,841 shares; 2025Q2: 8,841 shares; 2025Q3: 6,841 shares; 2025Q4: 7,093 shares; 2026Q1: 7,093 shares 7,093 $409K 0.04% 0 Timeline VOT 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: 1,564 shares; 2026Q1: 1,564 shares 1,564 $402K 0.04% 0 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: 1,705 shares; 2024Q4: 1,705 shares; 2025Q1: 1,705 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $398K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,884 shares; 2025Q1: 4,784 shares; 2025Q2: 4,904 shares; 2025Q3: 4,769 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $396K 0.03% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,002 shares; 2026Q1: 15,996 shares 15,996 $396K 0.03% +1,994 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 11,935 shares; 2026Q1: 10,886 shares 10,886 $387K 0.03% -1,049 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 6,037 shares; 2026Q1: 6,037 shares 6,037 $379K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,244 shares; 2026Q1: 3,244 shares 3,244 $367K 0.03% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 9,876 shares; 2025Q1: 12,276 shares; 2025Q2: 7,476 shares; 2025Q3: 7,476 shares; 2025Q4: 7,476 shares; 2026Q1: 7,476 shares 7,476 $366K 0.03% 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: not reported; 2025Q3: not reported; 2025Q4: 7,736 shares; 2026Q1: 7,470 shares 7,470 $365K 0.03% -266 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,550 shares; 2026Q1: 10,000 shares 10,000 $360K 0.03% -550 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 5,400 shares; 2026Q1: 5,400 shares 5,400 $356K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,347 shares; 2025Q1: 1,487 shares; 2025Q2: 1,834 shares; 2025Q3: 1,642 shares; 2025Q4: 1,542 shares; 2026Q1: 1,572 shares 1,572 $355K 0.03% +30 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,360 shares; 2026Q1: 3,540 shares 3,540 $351K 0.03% +180 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 2,000 shares; 2026Q1: 2,000 shares 2,000 $351K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 991 shares 991 $335K 0.03% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,890 shares; 2026Q1: 5,925 shares 5,925 $334K 0.03% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 385 shares 385 $326K 0.03% +94 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,994 shares; 2026Q1: 1,994 shares 1,994 $318K 0.03% 0 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: 576,365 shares; 2024Q4: 541,977 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,855 shares; 2025Q4: 9,255 shares; 2026Q1: 8,855 shares 8,855 $311K 0.03% -400 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: 4,889 shares; 2024Q4: 5,889 shares; 2025Q1: 5,814 shares; 2025Q2: 5,814 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,724 shares 4,724 $307K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,377 shares; 2025Q3: 4,338 shares; 2025Q4: 4,259 shares; 2026Q1: 4,304 shares 4,304 $304K 0.03% +45 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,327 shares 5,327 $301K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,361 shares; 2026Q1: 10,362 shares 10,362 $301K 0.03% +1,001 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 2,271 shares; 2025Q4: not reported; 2026Q1: 2,271 shares 2,271 $297K 0.03% new Timeline SKYY 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: 2,714 shares; 2026Q1: 2,714 shares 2,714 $297K 0.03% 0 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: 2,633 shares; 2024Q4: 2,732 shares; 2025Q1: 2,708 shares; 2025Q2: 2,862 shares; 2025Q3: 3,428 shares; 2025Q4: 3,074 shares; 2026Q1: 3,074 shares 3,074 $297K 0.03% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $296K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,079 shares; 2025Q1: 2,079 shares; 2025Q2: 2,079 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares 2,144 $294K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,445 shares; 2026Q1: 5,110 shares 5,110 $290K 0.03% -335 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,718 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares 1,343 $282K 0.02% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,761 shares; 2026Q1: 2,961 shares 2,961 $275K 0.02% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $272K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,273 shares; 2025Q1: 1,179 shares; 2025Q2: 1,438 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 1,360 shares 1,360 $270K 0.02% +393 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,810 shares; 2026Q1: 5,425 shares 5,425 $269K 0.02% -385 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: 1,428 shares; 2024Q4: 1,358 shares; 2025Q1: 1,358 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 858 shares; 2026Q1: 883 shares 883 $267K 0.02% +25 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $264K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $253K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $253K 0.02% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 2,010 shares; 2026Q1: 2,010 shares 2,010 $251K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 1,706 shares; 2026Q1: 1,714 shares 1,714 $251K 0.02% +8 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,338 shares; 2026Q1: 1,320 shares 1,320 $250K 0.02% -18 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 5,000 shares 5,000 $248K 0.02% -5,000 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 5,400 shares; 2025Q4: 4,000 shares; 2026Q1: 5,000 shares 5,000 $247K 0.02% +1,000 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: 2,072 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares 1,350 $246K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 274 shares; 2026Q1: 274 shares 274 $246K 0.02% 0 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS 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: 4,500 shares 4,500 $243K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $242K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,089 shares; 2026Q1: 5,261 shares 5,261 $240K 0.02% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares; 2026Q1: 2,106 shares 2,106 $238K 0.02% +46 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: not reported; 2024Q4: not reported; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,858 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $238K 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: 6,497 shares; 2024Q4: 8,593 shares; 2025Q1: 8,469 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: not reported; 2026Q1: 8,262 shares 8,262 $237K 0.02% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: not reported; 2026Q1: 5,000 shares 5,000 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,306 shares; 2026Q1: 4,306 shares 4,306 $233K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares 1,559 $228K 0.02% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,634 shares; 2026Q1: 6,125 shares 6,125 $226K 0.02% -509 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 5,500 shares; 2026Q1: 1,500 shares 1,500 $223K 0.02% -4,000 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,000 shares 29,000 $222K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,451 shares 2,451 $222K 0.02% new 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: 1,067 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $222K 0.02% new 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: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 1,032 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $221K 0.02% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,125 shares; 2026Q1: 3,964 shares 3,964 $219K 0.02% -161 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: not reported; 2025Q3: not reported; 2025Q4: 7,211 shares; 2026Q1: 6,743 shares 6,743 $219K 0.02% -468 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: not reported; 2026Q1: 767 shares 767 $218K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,656 shares 1,656 $217K 0.02% new Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 8,530 shares 8,530 $215K 0.02% -770 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,288 shares; 2025Q1: 9,288 shares; 2025Q2: 9,288 shares; 2025Q3: not reported; 2025Q4: 8,486 shares; 2026Q1: 8,486 shares 8,486 $214K 0.02% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,873 shares; 2026Q1: 8,148 shares 8,148 $212K 0.02% -725 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 854 shares 854 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 789 shares; 2026Q1: 789 shares 789 $210K 0.02% 0 Timeline SPHY 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: 9,750 shares; 2026Q1: 8,945 shares 8,945 $209K 0.02% -805 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,070 shares; 2026Q1: 9,238 shares 9,238 $208K 0.02% -832 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,875 shares; 2026Q1: 4,473 shares 4,473 $208K 0.02% -402 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $208K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $204K 0.02% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691 $204K 0.02% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 3,169 shares; 2025Q3: 3,969 shares; 2025Q4: 3,369 shares; 2026Q1: 3,369 shares 3,369 $203K 0.02% 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: not reported; 2025Q4: 1,905 shares; 2026Q1: 2,073 shares 2,073 $203K 0.02% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares 2,287 $202K 0.02% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010,550 shares; 2024Q4: 972,842 shares; 2025Q1: 1,261,163 shares; 2025Q2: 1,319,183 shares; 2025Q3: 1,230,543 shares; 2025Q4: 1,107,932 shares; 2026Q1: 18,250 shares 18,250 $198K 0.02% -1,089,682 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,370 shares; 2024Q4: 10,370 shares; 2025Q1: 10,370 shares; 2025Q2: 10,370 shares; 2025Q3: 10,370 shares; 2025Q4: 10,370 shares; 2026Q1: 10,370 shares 10,370 $187K 0.02% 0 Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 23,900 shares; 2026Q1: 23,900 shares 23,900 $111K 0.01% 0 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $105K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP 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: 20,000 shares; 2026Q1: 20,000 shares 20,000 $92K 0.01% 0 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $62.2K 0.01% 0 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $20.1K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.4K <0.01% 0 Timeline