QLTY GMO ETF TRUST More: the full row for GMO 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: 89,183 shares; 2025Q3: 3,145,815 shares; 2025Q4: 3,493,784 shares; 2026Q1: 3,529,734 shares 3,529,734 $128M 15.08% +35,950 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: 192,864 shares; 2024Q4: 204,659 shares; 2025Q1: 215,758 shares; 2025Q2: 24,304 shares; 2025Q3: 224,564 shares; 2025Q4: 270,302 shares; 2026Q1: 304,002 shares 304,002 $37.8M 4.46% +33,700 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: 42,464 shares; 2024Q4: 38,497 shares; 2025Q1: 38,724 shares; 2025Q2: 24,030 shares; 2025Q3: 38,412 shares; 2025Q4: 59,494 shares; 2026Q1: 56,722 shares 56,722 $37.1M 4.37% -2,772 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: 88,021 shares; 2024Q4: 90,961 shares; 2025Q1: 90,394 shares; 2025Q2: 30,467 shares; 2025Q3: 89,578 shares; 2025Q4: 89,307 shares; 2026Q1: 89,267 shares 89,267 $31.8M 3.75% -40 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: 147,941 shares; 2024Q4: 172,411 shares; 2025Q1: 188,425 shares; 2025Q2: 24,312 shares; 2025Q3: 117,259 shares; 2025Q4: 126,601 shares; 2026Q1: 121,995 shares 121,995 $31M 3.65% -4,606 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,869 shares; 2024Q4: 818,646 shares; 2025Q1: 776,687 shares; 2025Q2: 109,695 shares; 2025Q3: 380,708 shares; 2025Q4: 380,708 shares; 2026Q1: 93,953 shares 93,953 $30.2M 3.56% -286,755 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: 20,211 shares; 2024Q4: 21,681 shares; 2025Q1: 23,764 shares; 2025Q2: 12,896 shares; 2025Q3: 17,385 shares; 2025Q4: 23,312 shares; 2026Q1: 50,360 shares 50,360 $30.1M 3.55% +27,048 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: 37,468 shares; 2024Q4: 38,932 shares; 2025Q1: 40,306 shares; 2025Q2: 24,517 shares; 2025Q3: 39,675 shares; 2025Q4: 39,879 shares; 2026Q1: 39,924 shares 39,924 $26M 3.06% +45 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 133,806 shares; 2025Q4: 835,454 shares; 2026Q1: 958,094 shares 958,094 $25.8M 3.04% +122,640 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,917 shares; 2024Q4: 228,528 shares; 2025Q1: 229,995 shares; 2025Q2: 20,593 shares; 2025Q3: 216,908 shares; 2025Q4: 210,902 shares; 2026Q1: 212,098 shares 212,098 $20.6M 2.43% +1,196 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: 35,656 shares; 2024Q4: 36,914 shares; 2025Q1: 35,717 shares; 2025Q2: 20,693 shares; 2025Q3: 27,831 shares; 2025Q4: 29,120 shares; 2026Q1: 29,156 shares 29,156 $16.7M 1.97% +36 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: 77,402 shares; 2024Q4: 79,597 shares; 2025Q1: 83,937 shares; 2025Q2: not reported; 2025Q3: 55,470 shares; 2025Q4: 58,982 shares; 2026Q1: 56,777 shares 56,777 $16.3M 1.92% -2,205 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163,058 shares; 2024Q4: 1,397,779 shares; 2025Q1: 1,323,779 shares; 2025Q2: 47,482 shares; 2025Q3: 1,343,779 shares; 2025Q4: 1,343,839 shares; 2026Q1: 1,343,779 shares 1,343,779 $16M 1.88% -60 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: 52,272 shares; 2024Q4: 52,285 shares; 2025Q1: 52,594 shares; 2025Q2: 12,995 shares; 2025Q3: 51,325 shares; 2025Q4: 102,796 shares; 2026Q1: 102,678 shares 102,678 $13.6M 1.61% -118 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: 1,514 shares; 2024Q4: 2,675 shares; 2025Q1: 12,972 shares; 2025Q2: not reported; 2025Q3: 16,975 shares; 2025Q4: 38,405 shares; 2026Q1: 41,256 shares 41,256 $13.2M 1.56% +2,851 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: 79,959 shares; 2024Q4: 87,259 shares; 2025Q1: 87,256 shares; 2025Q2: 12,511 shares; 2025Q3: 56,658 shares; 2025Q4: 62,024 shares; 2026Q1: 61,840 shares 61,840 $12.9M 1.52% -184 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: 57,266 shares; 2024Q4: 61,773 shares; 2025Q1: 63,714 shares; 2025Q2: 12,310 shares; 2025Q3: 27,962 shares; 2025Q4: 31,719 shares; 2026Q1: 32,547 shares 32,547 $12M 1.42% +828 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: 24,348 shares; 2024Q4: 25,952 shares; 2025Q1: 25,918 shares; 2025Q2: not reported; 2025Q3: 22,228 shares; 2025Q4: 23,715 shares; 2026Q1: 23,291 shares 23,291 $11.2M 1.32% -424 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: 93,748 shares; 2024Q4: 119,002 shares; 2025Q1: 124,712 shares; 2025Q2: not reported; 2025Q3: 44,383 shares; 2025Q4: 58,598 shares; 2026Q1: 57,100 shares 57,100 $9.96M 1.17% -1,498 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: 17,065 shares; 2024Q4: 17,072 shares; 2025Q1: 17,082 shares; 2025Q2: not reported; 2025Q3: 17,097 shares; 2025Q4: 15,922 shares; 2026Q1: 15,932 shares 15,932 $9.83M 1.16% +10 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: 16,781 shares; 2024Q4: 18,883 shares; 2025Q1: 15,848 shares; 2025Q2: not reported; 2025Q3: 16,089 shares; 2025Q4: 16,491 shares; 2026Q1: 16,852 shares 16,852 $9.73M 1.15% +361 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,363 shares; 2024Q4: 238,363 shares; 2025Q1: 238,363 shares; 2025Q2: 8,543 shares; 2025Q3: 238,363 shares; 2025Q4: 238,363 shares; 2026Q1: 238,363 shares 238,363 $9.26M 1.09% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,814,289 shares; 2026Q1: 9,064,278 shares 9,064,278 $9.06M 1.07% -750,011 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: 51,981 shares; 2024Q4: 54,715 shares; 2025Q1: 74,016 shares; 2025Q2: not reported; 2025Q3: 45,436 shares; 2025Q4: 117,655 shares; 2026Q1: 115,171 shares 115,171 $8.88M 1.05% -2,484 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: 34,400 shares; 2024Q4: 34,404 shares; 2025Q1: 29,050 shares; 2025Q2: not reported; 2025Q3: 27,708 shares; 2025Q4: 27,418 shares; 2026Q1: 27,418 shares 27,418 $8.72M 1.03% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,305 shares; 2024Q4: 55,189 shares; 2025Q1: 52,198 shares; 2025Q2: not reported; 2025Q3: 32,336 shares; 2025Q4: 33,677 shares; 2026Q1: 35,333 shares 35,333 $8.64M 1.02% +1,656 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,351 shares; 2025Q4: 31,351 shares; 2026Q1: 86,778 shares 86,778 $8.18M 0.96% +55,427 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: 39,535 shares; 2024Q4: 46,012 shares; 2025Q1: 43,908 shares; 2025Q2: not reported; 2025Q3: 24,952 shares; 2025Q4: 29,498 shares; 2026Q1: 29,336 shares 29,336 $7.71M 0.91% -162 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: 114,813 shares; 2024Q4: 117,308 shares; 2025Q1: 119,238 shares; 2025Q2: 10,188 shares; 2025Q3: 99,573 shares; 2025Q4: 100,073 shares; 2026Q1: 100,023 shares 100,023 $7.19M 0.85% -50 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: 11,989 shares; 2024Q4: 12,389 shares; 2025Q1: 12,989 shares; 2025Q2: not reported; 2025Q3: 17,538 shares; 2025Q4: 16,178 shares; 2026Q1: 16,011 shares 16,011 $6.83M 0.8% -167 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,951 shares; 2024Q4: 193,182 shares; 2025Q1: 193,599 shares; 2025Q2: 10,458 shares; 2025Q3: 193,998 shares; 2025Q4: 193,986 shares; 2026Q1: 194,325 shares 194,325 $6.82M 0.8% +339 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: 25,456 shares; 2024Q4: 76,587 shares; 2025Q1: 127,927 shares; 2025Q2: not reported; 2025Q3: 204,531 shares; 2025Q4: 205,284 shares; 2026Q1: 207,532 shares 207,532 $6.37M 0.75% +2,248 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,104 shares; 2024Q4: 281,104 shares; 2025Q1: 281,104 shares; 2025Q2: 5,071 shares; 2025Q3: 281,104 shares; 2025Q4: 281,104 shares; 2026Q1: 281,104 shares 281,104 $5.72M 0.67% 0 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: 18,492 shares; 2024Q4: 19,934 shares; 2025Q1: 20,692 shares; 2025Q2: not reported; 2025Q3: 11,761 shares; 2025Q4: 13,760 shares; 2026Q1: 14,250 shares 14,250 $5.3M 0.62% +490 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: 25,748 shares; 2024Q4: 29,808 shares; 2025Q1: 29,808 shares; 2025Q2: not reported; 2025Q3: 34,446 shares; 2025Q4: 34,446 shares; 2026Q1: 34,875 shares 34,875 $5.16M 0.61% +429 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: 25,095 shares; 2024Q4: 26,635 shares; 2025Q1: 26,697 shares; 2025Q2: not reported; 2025Q3: 15,931 shares; 2025Q4: 17,506 shares; 2026Q1: 16,777 shares 16,777 $4.94M 0.58% -729 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,277 shares; 2024Q4: 87,137 shares; 2025Q1: 86,982 shares; 2025Q2: not reported; 2025Q3: 86,239 shares; 2025Q4: 86,233 shares; 2026Q1: 87,118 shares 87,118 $4.93M 0.58% +885 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: 93,999 shares; 2024Q4: 93,086 shares; 2025Q1: 93,920 shares; 2025Q2: not reported; 2025Q3: 116,454 shares; 2025Q4: 117,385 shares; 2026Q1: 118,229 shares 118,229 $4.47M 0.53% +844 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,996 shares; 2024Q4: 18,910 shares; 2025Q1: 19,304 shares; 2025Q2: not reported; 2025Q3: 12,959 shares; 2025Q4: 13,395 shares; 2026Q1: 13,289 shares 13,289 $4.13M 0.49% -106 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: 14,214 shares; 2024Q4: 14,045 shares; 2025Q1: 13,562 shares; 2025Q2: not reported; 2025Q3: 13,524 shares; 2025Q4: 13,275 shares; 2026Q1: 12,709 shares 12,709 $3.65M 0.43% -566 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,194 shares; 2024Q4: 21,494 shares; 2025Q1: 11,894 shares; 2025Q2: not reported; 2025Q3: 13,333 shares; 2025Q4: 7,788 shares; 2026Q1: 7,786 shares 7,786 $3.35M 0.39% -2 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: 21,897 shares; 2024Q4: 20,812 shares; 2025Q1: 21,983 shares; 2025Q2: not reported; 2025Q3: 14,701 shares; 2025Q4: 15,652 shares; 2026Q1: 15,227 shares 15,227 $3.31M 0.39% -425 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 1,869 shares; 2026Q1: 1,883 shares 1,883 $3.26M 0.38% +14 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: 9,236 shares; 2024Q4: 9,416 shares; 2025Q1: 8,737 shares; 2025Q2: not reported; 2025Q3: 7,788 shares; 2025Q4: 9,062 shares; 2026Q1: 9,544 shares 9,544 $3.23M 0.38% +482 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: 25,231 shares; 2024Q4: 25,231 shares; 2025Q1: 25,231 shares; 2025Q2: not reported; 2025Q3: 22,300 shares; 2025Q4: 21,685 shares; 2026Q1: 21,570 shares 21,570 $3.15M 0.37% -115 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: 35,685 shares; 2024Q4: 32,802 shares; 2025Q1: 40,106 shares; 2025Q2: not reported; 2025Q3: 17,516 shares; 2025Q4: 18,565 shares; 2026Q1: 18,389 shares 18,389 $3.12M 0.37% -176 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: 4,490 shares; 2024Q4: 9,998 shares; 2025Q1: 9,669 shares; 2025Q2: not reported; 2025Q3: 9,644 shares; 2025Q4: 10,691 shares; 2026Q1: 9,784 shares 9,784 $2.56M 0.3% -907 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: 28,504 shares; 2024Q4: 28,509 shares; 2025Q1: 28,513 shares; 2025Q2: not reported; 2025Q3: 28,522 shares; 2025Q4: 28,528 shares; 2026Q1: 31,241 shares 31,241 $2.56M 0.3% +2,713 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: 19,570 shares; 2024Q4: 19,926 shares; 2025Q1: 19,871 shares; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: 7,497 shares; 2026Q1: 8,025 shares 8,025 $2.48M 0.29% +528 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: 43,746 shares; 2024Q4: 41,150 shares; 2025Q1: 42,011 shares; 2025Q2: not reported; 2025Q3: 38,274 shares; 2025Q4: 36,782 shares; 2026Q1: 31,652 shares 31,652 $2.3M 0.27% -5,130 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: 18,136 shares; 2024Q4: 17,414 shares; 2025Q1: 17,734 shares; 2025Q2: not reported; 2025Q3: 17,673 shares; 2025Q4: 17,980 shares; 2026Q1: 18,077 shares 18,077 $2.26M 0.27% +97 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: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,672 shares; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,315 shares; 2026Q1: 5,120 shares 5,120 $2.24M 0.26% +1,805 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: 3,895 shares; 2024Q4: 3,896 shares; 2025Q1: 4,029 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,226 shares; 2026Q1: 2,136 shares 2,136 $2.13M 0.25% -90 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,295 shares; 2025Q1: 4,355 shares; 2025Q2: not reported; 2025Q3: 4,057 shares; 2025Q4: 4,171 shares; 2026Q1: 4,150 shares 4,150 $1.96M 0.23% -21 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: 76,538 shares; 2024Q4: 73,704 shares; 2025Q1: 70,512 shares; 2025Q2: not reported; 2025Q3: 101,747 shares; 2025Q4: 108,912 shares; 2026Q1: 101,747 shares 101,747 $1.96M 0.23% -7,165 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 9,433 shares; 2025Q1: 9,433 shares; 2025Q2: not reported; 2025Q3: 6,503 shares; 2025Q4: 6,503 shares; 2026Q1: 6,503 shares 6,503 $1.94M 0.23% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,670 shares; 2024Q4: 32,565 shares; 2025Q1: 40,313 shares; 2025Q2: not reported; 2025Q3: 18,066 shares; 2025Q4: 19,528 shares; 2026Q1: 18,718 shares 18,718 $1.92M 0.23% -810 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: 10,269 shares; 2024Q4: 9,960 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 8,908 shares; 2025Q4: 9,131 shares; 2026Q1: 9,108 shares 9,108 $1.9M 0.22% -23 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: 31,012 shares; 2024Q4: 30,558 shares; 2025Q1: 22,728 shares; 2025Q2: not reported; 2025Q3: 10,469 shares; 2025Q4: 11,423 shares; 2026Q1: 11,397 shares 11,397 $1.77M 0.21% -26 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: 15,552 shares; 2024Q4: 15,552 shares; 2025Q1: 15,552 shares; 2025Q2: not reported; 2025Q3: 15,552 shares; 2025Q4: 15,552 shares; 2026Q1: 15,552 shares 15,552 $1.76M 0.21% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,419 shares; 2025Q2: not reported; 2025Q3: 7,138 shares; 2025Q4: 7,570 shares; 2026Q1: 7,066 shares 7,066 $1.75M 0.21% -504 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: 46,683 shares; 2024Q4: 71,685 shares; 2025Q1: 68,519 shares; 2025Q2: not reported; 2025Q3: 12,891 shares; 2025Q4: 13,585 shares; 2026Q1: 13,685 shares 13,685 $1.73M 0.2% +100 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: 53,153 shares; 2024Q4: 57,424 shares; 2025Q1: 59,478 shares; 2025Q2: not reported; 2025Q3: 34,208 shares; 2025Q4: 35,345 shares; 2026Q1: 34,730 shares 34,730 $1.69M 0.2% -615 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: 7,681 shares; 2024Q4: 6,393 shares; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: 2,168 shares; 2026Q1: 1,774 shares 1,774 $1.63M 0.19% -394 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: 12,457 shares; 2024Q4: 14,004 shares; 2025Q1: 13,137 shares; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 5,933 shares; 2026Q1: 5,331 shares 5,331 $1.61M 0.19% -602 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,496 shares; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,874 shares; 2026Q1: 7,979 shares 7,979 $1.57M 0.18% +1,105 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: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 5,168 shares; 2025Q2: not reported; 2025Q3: 7,964 shares; 2025Q4: 7,257 shares; 2026Q1: 7,257 shares 7,257 $1.55M 0.18% 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: 10,867 shares; 2024Q4: 10,867 shares; 2025Q1: 10,867 shares; 2025Q2: not reported; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares 10,867 $1.55M 0.18% 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: 9,427 shares; 2024Q4: 8,416 shares; 2025Q1: 8,843 shares; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: 4,458 shares; 2026Q1: 4,395 shares 4,395 $1.55M 0.18% -63 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: 2,919 shares; 2024Q4: 2,957 shares; 2025Q1: 4,401 shares; 2025Q2: not reported; 2025Q3: 15,155 shares; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares 15,500 $1.51M 0.18% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,846 shares; 2025Q1: 4,223 shares; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 3,238 shares; 2026Q1: 3,237 shares 3,237 $1.49M 0.18% -1 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: 19,498 shares; 2024Q4: 21,981 shares; 2025Q1: 26,607 shares; 2025Q2: not reported; 2025Q3: 6,170 shares; 2025Q4: 7,708 shares; 2026Q1: 7,162 shares 7,162 $1.48M 0.17% -546 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: 3,445 shares; 2024Q4: 3,670 shares; 2025Q1: 3,360 shares; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 15,501 shares; 2026Q1: 15,360 shares 15,360 $1.48M 0.17% -141 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 23,246 shares; 2025Q1: 20,566 shares; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 22,225 shares; 2026Q1: 21,431 shares 21,431 $1.47M 0.17% -794 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,456 shares; 2024Q4: 14,718 shares; 2025Q1: 14,859 shares; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 7,931 shares; 2026Q1: 8,041 shares 8,041 $1.45M 0.17% +110 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: 20,369 shares; 2024Q4: 20,369 shares; 2025Q1: 19,994 shares; 2025Q2: not reported; 2025Q3: 19,994 shares; 2025Q4: 20,736 shares; 2026Q1: 21,044 shares 21,044 $1.42M 0.17% +308 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,480 shares; 2025Q2: not reported; 2025Q3: 4,850 shares; 2025Q4: 4,906 shares; 2026Q1: 4,894 shares 4,894 $1.4M 0.17% -12 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 212 shares 212 $1.4M 0.16% +1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,037 shares; 2024Q4: 10,983 shares; 2025Q1: 11,185 shares; 2025Q2: not reported; 2025Q3: 10,696 shares; 2025Q4: 11,043 shares; 2026Q1: 11,039 shares 11,039 $1.38M 0.16% -4 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,747 shares; 2026Q1: 27,718 shares 27,718 $1.38M 0.16% +2,971 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: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: not reported; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares; 2026Q1: 6,482 shares 6,482 $1.37M 0.16% 0 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: 10,248 shares; 2024Q4: 10,792 shares; 2025Q1: 10,494 shares; 2025Q2: not reported; 2025Q3: 2,511 shares; 2025Q4: 2,954 shares; 2026Q1: 2,698 shares 2,698 $1.35M 0.16% -256 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,938 shares; 2025Q1: 5,220 shares; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,968 shares; 2026Q1: 3,888 shares 3,888 $1.33M 0.16% -80 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,324 shares; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 4,387 shares; 2026Q1: 4,391 shares 4,391 $1.33M 0.16% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,151 shares; 2026Q1: 34,105 shares 34,105 $1.31M 0.15% +8,954 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: 9,579 shares; 2024Q4: 9,762 shares; 2025Q1: 10,295 shares; 2025Q2: not reported; 2025Q3: 9,731 shares; 2025Q4: 11,566 shares; 2026Q1: 8,803 shares 8,803 $1.29M 0.15% -2,763 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,598 shares; 2025Q1: 2,610 shares; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 2,622 shares; 2026Q1: 2,633 shares 2,633 $1.28M 0.15% +11 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: 8,795 shares; 2025Q1: 9,721 shares; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 5,986 shares; 2026Q1: 5,916 shares 5,916 $1.27M 0.15% -70 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,188 shares; 2025Q1: 2,177 shares; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,133 shares; 2026Q1: 1,124 shares 1,124 $1.23M 0.14% -9 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,091 shares; 2025Q4: 77,279 shares; 2026Q1: 77,365 shares 77,365 $1.22M 0.14% +86 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,152 shares; 2024Q4: 13,603 shares; 2025Q1: 13,603 shares; 2025Q2: not reported; 2025Q3: 10,796 shares; 2025Q4: 10,189 shares; 2026Q1: 16,441 shares 16,441 $1.21M 0.14% +6,252 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: 12,324 shares; 2024Q4: 12,379 shares; 2025Q1: 11,393 shares; 2025Q2: not reported; 2025Q3: 3,472 shares; 2025Q4: 3,855 shares; 2026Q1: 3,607 shares 3,607 $1.19M 0.14% -248 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: 11,052 shares; 2024Q4: 11,885 shares; 2025Q1: 12,123 shares; 2025Q2: not reported; 2025Q3: 7,075 shares; 2025Q4: 8,521 shares; 2026Q1: 7,848 shares 7,848 $1.15M 0.14% -673 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: 31,056 shares; 2024Q4: 33,042 shares; 2025Q1: 32,756 shares; 2025Q2: not reported; 2025Q3: 15,851 shares; 2025Q4: 12,433 shares; 2026Q1: 11,873 shares 11,873 $1.14M 0.13% -560 Timeline SPHQ 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $1.13M 0.13% 0 Timeline VTWO 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: 13,375 shares; 2025Q4: 11,177 shares; 2026Q1: 11,067 shares 11,067 $1.11M 0.13% -110 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: 9,809 shares; 2024Q4: 11,013 shares; 2025Q1: 11,446 shares; 2025Q2: not reported; 2025Q3: 8,207 shares; 2025Q4: 8,450 shares; 2026Q1: 8,446 shares 8,446 $1.11M 0.13% -4 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: 1,414 shares; 2024Q4: 1,506 shares; 2025Q1: 1,931 shares; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $1.1M 0.13% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 53,508 shares; 2025Q2: not reported; 2025Q3: 53,508 shares; 2025Q4: 53,508 shares; 2026Q1: 53,508 shares 53,508 $1.1M 0.13% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,668 shares; 2024Q4: 51,668 shares; 2025Q1: 51,668 shares; 2025Q2: not reported; 2025Q3: 51,668 shares; 2025Q4: 51,689 shares; 2026Q1: 51,689 shares 51,689 $1.09M 0.13% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,282 shares; 2024Q4: 28,982 shares; 2025Q1: 28,982 shares; 2025Q2: not reported; 2025Q3: 28,968 shares; 2025Q4: 26,968 shares; 2026Q1: 26,351 shares 26,351 $1.08M 0.13% -617 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 23,533 shares; 2025Q4: 20,295 shares; 2026Q1: 21,280 shares 21,280 $1.08M 0.13% +985 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,196 shares; 2024Q4: 36,196 shares; 2025Q1: 31,196 shares; 2025Q2: not reported; 2025Q3: 51,600 shares; 2025Q4: 51,630 shares; 2026Q1: 51,615 shares 51,615 $1.07M 0.13% -15 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: 5,993 shares; 2024Q4: 6,640 shares; 2025Q1: 11,334 shares; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 3,150 shares; 2026Q1: 3,625 shares 3,625 $1.03M 0.12% +475 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: 24,551 shares; 2024Q4: 26,068 shares; 2025Q1: 20,035 shares; 2025Q2: not reported; 2025Q3: 4,786 shares; 2025Q4: 7,871 shares; 2026Q1: 7,998 shares 7,998 $996K 0.12% +127 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,884 shares; 2024Q4: 17,884 shares; 2025Q1: 17,884 shares; 2025Q2: not reported; 2025Q3: 17,873 shares; 2025Q4: 17,873 shares; 2026Q1: 17,873 shares 17,873 $990K 0.12% 0 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: 25,040 shares; 2024Q4: 22,699 shares; 2025Q1: 24,043 shares; 2025Q2: not reported; 2025Q3: 5,497 shares; 2025Q4: 7,195 shares; 2026Q1: 6,853 shares 6,853 $990K 0.12% -342 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $989K 0.12% 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: 20,519 shares; 2024Q4: 20,132 shares; 2025Q1: 18,464 shares; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 8,091 shares; 2026Q1: 8,084 shares 8,084 $979K 0.12% -7 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: 32,155 shares; 2024Q4: 35,924 shares; 2025Q1: 34,672 shares; 2025Q2: not reported; 2025Q3: 34,132 shares; 2025Q4: 33,101 shares; 2026Q1: 33,864 shares 33,864 $972K 0.11% +763 Timeline GCOR 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: 22,419 shares; 2024Q4: 22,331 shares; 2025Q1: 21,622 shares; 2025Q2: not reported; 2025Q3: 22,762 shares; 2025Q4: 22,902 shares; 2026Q1: 23,137 shares 23,137 $956K 0.11% +235 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: 1,528 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,357 shares; 2026Q1: 1,358 shares 1,358 $947K 0.11% +1 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,935 shares; 2026Q1: 24,215 shares 24,215 $936K 0.11% -7,720 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,403 shares; 2024Q4: 10,381 shares; 2025Q1: 10,476 shares; 2025Q2: not reported; 2025Q3: 9,439 shares; 2025Q4: 9,551 shares; 2026Q1: 9,753 shares 9,753 $936K 0.11% +202 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: 500 shares; 2024Q4: 645 shares; 2025Q1: 678 shares; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 722 shares; 2026Q1: 707 shares 707 $934K 0.11% -15 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: 25,538 shares; 2024Q4: 26,646 shares; 2025Q1: 23,648 shares; 2025Q2: not reported; 2025Q3: 4,563 shares; 2025Q4: 5,079 shares; 2026Q1: 5,509 shares 5,509 $919K 0.11% +430 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,095 shares; 2025Q1: 1,098 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 909 shares; 2026Q1: 923 shares 923 $905K 0.11% +14 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: 1,860 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,520 shares; 2026Q1: 4,108 shares 4,108 $883K 0.1% +1,588 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: not reported; 2025Q3: 11,903 shares; 2025Q4: 11,903 shares; 2026Q1: 11,888 shares 11,888 $868K 0.1% -15 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,633 shares; 2025Q1: 1,599 shares; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,543 shares; 2026Q1: 1,542 shares 1,542 $806K 0.1% -1 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: not reported; 2024Q4: not reported; 2025Q1: 5,035 shares; 2025Q2: not reported; 2025Q3: 20,323 shares; 2025Q4: 19,989 shares; 2026Q1: 17,126 shares 17,126 $787K 0.09% -2,863 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: 2,997 shares; 2024Q4: 3,157 shares; 2025Q1: 3,213 shares; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 8,000 shares; 2026Q1: 7,414 shares 7,414 $775K 0.09% -586 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,554 shares; 2024Q4: 59,960 shares; 2025Q1: 64,203 shares; 2025Q2: not reported; 2025Q3: 26,773 shares; 2025Q4: 24,451 shares; 2026Q1: 26,878 shares 26,878 $755K 0.09% +2,427 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,741 shares; 2024Q4: 13,672 shares; 2025Q1: 13,708 shares; 2025Q2: not reported; 2025Q3: 13,289 shares; 2025Q4: 13,354 shares; 2026Q1: 13,354 shares 13,354 $746K 0.09% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,698 shares; 2024Q4: 13,651 shares; 2025Q1: 14,350 shares; 2025Q2: not reported; 2025Q3: 8,072 shares; 2025Q4: 8,633 shares; 2026Q1: 8,294 shares 8,294 $743K 0.09% -339 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 6,131 shares; 2025Q1: 7,098 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 4,226 shares; 2026Q1: 4,566 shares 4,566 $729K 0.09% +340 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,210 shares 9,210 $722K 0.09% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 2,743 shares; 2026Q1: 3,703 shares 3,703 $711K 0.08% +960 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 5,213 shares; 2025Q1: 5,104 shares; 2025Q2: not reported; 2025Q3: 2,807 shares; 2025Q4: 3,209 shares; 2026Q1: 3,098 shares 3,098 $700K 0.08% -111 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,540 shares; 2024Q4: 25,880 shares; 2025Q1: 26,318 shares; 2025Q2: not reported; 2025Q3: 23,472 shares; 2025Q4: 23,482 shares; 2026Q1: 26,307 shares 26,307 $697K 0.08% +2,825 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,426 shares; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 976 shares; 2026Q1: 983 shares 983 $696K 0.08% +7 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 369 shares; 2026Q1: 363 shares 363 $695K 0.08% -6 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: 2,014 shares; 2024Q4: 2,383 shares; 2025Q1: 2,495 shares; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 1,360 shares; 2026Q1: 1,223 shares 1,223 $689K 0.08% -137 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: 10,377 shares; 2024Q4: 10,702 shares; 2025Q1: 10,768 shares; 2025Q2: not reported; 2025Q3: 6,214 shares; 2025Q4: 6,481 shares; 2026Q1: 5,982 shares 5,982 $688K 0.08% -499 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: 4,910 shares; 2024Q4: 4,721 shares; 2025Q1: 5,147 shares; 2025Q2: not reported; 2025Q3: 3,543 shares; 2025Q4: 3,464 shares; 2026Q1: 3,381 shares 3,381 $673K 0.08% -83 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,434 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 3,305 shares; 2025Q4: 3,345 shares; 2026Q1: 3,250 shares 3,250 $664K 0.08% -95 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 9,996 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 9,996 shares; 2025Q4: 9,996 shares; 2026Q1: 9,996 shares 9,996 $626K 0.07% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,318 shares; 2024Q4: 9,668 shares; 2025Q1: 9,785 shares; 2025Q2: not reported; 2025Q3: 7,460 shares; 2025Q4: 7,833 shares; 2026Q1: 7,787 shares 7,787 $624K 0.07% -46 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,095 shares 7,095 $615K 0.07% new Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,502 shares; 2024Q4: 14,502 shares; 2025Q1: 14,502 shares; 2025Q2: not reported; 2025Q3: 14,502 shares; 2025Q4: 14,502 shares; 2026Q1: 14,502 shares 14,502 $607K 0.07% 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: 1,847 shares; 2024Q4: 1,968 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,533 shares; 2026Q1: 1,518 shares 1,518 $602K 0.07% -15 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: 5,655 shares; 2024Q4: 7,704 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,858 shares; 2026Q1: 3,112 shares 3,112 $600K 0.07% +254 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 2,685 shares; 2026Q1: 3,101 shares 3,101 $595K 0.07% +416 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: 2,141 shares; 2025Q4: 2,327 shares; 2026Q1: 2,160 shares 2,160 $588K 0.07% -167 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: not reported; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 4,260 shares 4,260 $579K 0.07% -3 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: 5,524 shares; 2024Q4: 6,872 shares; 2025Q1: 8,050 shares; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,808 shares; 2026Q1: 2,841 shares 2,841 $578K 0.07% +33 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,433 shares; 2024Q4: 28,171 shares; 2025Q1: 28,826 shares; 2025Q2: not reported; 2025Q3: 3,851 shares; 2025Q4: 2,975 shares; 2026Q1: 3,253 shares 3,253 $564K 0.07% +278 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: 4,587 shares; 2024Q4: 4,629 shares; 2025Q1: 5,339 shares; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 2,055 shares; 2026Q1: 2,113 shares 2,113 $564K 0.07% +58 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: 12,890 shares; 2024Q4: 15,949 shares; 2025Q1: 18,150 shares; 2025Q2: not reported; 2025Q3: 4,872 shares; 2025Q4: 7,491 shares; 2026Q1: 7,250 shares 7,250 $563K 0.07% -241 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: 2,684 shares; 2024Q4: 2,376 shares; 2025Q1: 2,530 shares; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: 1,556 shares; 2026Q1: 1,559 shares 1,559 $558K 0.07% +3 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: 34,781 shares; 2024Q4: 34,553 shares; 2025Q1: 45,913 shares; 2025Q2: not reported; 2025Q3: 6,529 shares; 2025Q4: 10,284 shares; 2026Q1: 11,068 shares 11,068 $556K 0.07% +784 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,509 shares; 2025Q1: 8,697 shares; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 6,505 shares; 2026Q1: 6,497 shares 6,497 $544K 0.06% -8 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 4,775 shares; 2025Q2: not reported; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: 9,275 shares 9,275 $529K 0.06% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,782 shares; 2024Q4: 11,801 shares; 2025Q1: 11,286 shares; 2025Q2: not reported; 2025Q3: 4,962 shares; 2025Q4: 5,236 shares; 2026Q1: 5,343 shares 5,343 $526K 0.06% +107 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & 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: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $526K 0.06% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 4,408 shares; 2026Q1: 4,008 shares 4,008 $514K 0.06% -400 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,244 shares; 2024Q4: 30,425 shares; 2025Q1: 30,987 shares; 2025Q2: not reported; 2025Q3: 31,800 shares; 2025Q4: 32,262 shares; 2026Q1: 32,236 shares 32,236 $509K 0.06% -26 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,438 shares; 2025Q1: 10,438 shares; 2025Q2: not reported; 2025Q3: 10,438 shares; 2025Q4: 10,438 shares; 2026Q1: 10,438 shares 10,438 $506K 0.06% 0 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: 3,363 shares; 2025Q4: 2,949 shares; 2026Q1: 2,654 shares 2,654 $503K 0.06% -295 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: 4,659 shares; 2024Q4: 5,880 shares; 2025Q1: 6,106 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 3,221 shares; 2026Q1: 2,643 shares 2,643 $493K 0.06% -578 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: 10,554 shares; 2024Q4: 10,665 shares; 2025Q1: 12,475 shares; 2025Q2: not reported; 2025Q3: 8,403 shares; 2025Q4: 8,660 shares; 2026Q1: 8,820 shares 8,820 $492K 0.06% +160 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: 937 shares; 2024Q4: 1,831 shares; 2025Q1: 3,857 shares; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,185 shares; 2026Q1: 3,120 shares 3,120 $491K 0.06% -65 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: 3,041 shares; 2024Q4: 3,013 shares; 2025Q1: 3,438 shares; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,057 shares; 2026Q1: 2,018 shares 2,018 $490K 0.06% -39 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: 5,241 shares; 2024Q4: 5,745 shares; 2025Q1: 6,000 shares; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 2,908 shares; 2026Q1: 1,421 shares 1,421 $480K 0.06% -1,487 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: 2,332 shares; 2024Q4: 5,065 shares; 2025Q1: 6,499 shares; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,913 shares; 2026Q1: 1,699 shares 1,699 $472K 0.06% -214 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: 5,677 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: not reported; 2025Q3: 5,677 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares 5,677 $468K 0.06% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 4,468 shares; 2025Q1: 5,372 shares; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,813 shares; 2026Q1: 4,719 shares 4,719 $467K 0.06% -94 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: 13,987 shares; 2024Q4: 13,889 shares; 2025Q1: 14,637 shares; 2025Q2: not reported; 2025Q3: 5,360 shares; 2025Q4: 6,144 shares; 2026Q1: 5,800 shares 5,800 $462K 0.05% -344 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 8,171 shares; 2025Q1: 8,171 shares; 2025Q2: not reported; 2025Q3: 9,475 shares; 2025Q4: 9,475 shares; 2026Q1: 9,475 shares 9,475 $458K 0.05% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,397 shares; 2025Q1: 2,280 shares; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,652 shares; 2026Q1: 2,611 shares 2,611 $451K 0.05% -41 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: 11,512 shares; 2024Q4: 13,936 shares; 2025Q1: 21,534 shares; 2025Q2: not reported; 2025Q3: 7,027 shares; 2025Q4: 7,283 shares; 2026Q1: 7,329 shares 7,329 $444K 0.05% +46 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: 10,060 shares; 2024Q4: 13,513 shares; 2025Q1: 13,631 shares; 2025Q2: not reported; 2025Q3: 4,926 shares; 2025Q4: 5,695 shares; 2026Q1: 5,868 shares 5,868 $437K 0.05% +173 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: 5,739 shares; 2024Q4: 6,518 shares; 2025Q1: 7,113 shares; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,746 shares; 2026Q1: 2,655 shares 2,655 $437K 0.05% -91 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: 4,991 shares; 2024Q4: 4,007 shares; 2025Q1: 3,909 shares; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,544 shares; 2026Q1: 1,494 shares 1,494 $434K 0.05% -50 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: 11,522 shares; 2024Q4: 11,879 shares; 2025Q1: 12,154 shares; 2025Q2: not reported; 2025Q3: 1,841 shares; 2025Q4: 2,142 shares; 2026Q1: 1,876 shares 1,876 $431K 0.05% -266 Timeline IWC 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: 2,667 shares; 2026Q1: 2,667 shares 2,667 $426K 0.05% 0 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: 27,751 shares; 2024Q4: 32,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $421K 0.05% 0 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: 5,765 shares; 2024Q4: 5,903 shares; 2025Q1: 6,019 shares; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 4,947 shares; 2026Q1: 5,063 shares 5,063 $410K 0.05% +116 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: 1,832 shares; 2024Q4: 1,689 shares; 2025Q1: 2,065 shares; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 475 shares; 2026Q1: 479 shares 479 $406K 0.05% +4 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: 5,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,415 shares; 2026Q1: 6,312 shares 6,312 $404K 0.05% -103 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: 422 shares; 2024Q4: 430 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,331 shares; 2026Q1: 4,315 shares 4,315 $398K 0.05% -16 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: 4,022 shares; 2024Q4: 5,713 shares; 2025Q1: 7,995 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,787 shares; 2026Q1: 1,640 shares 1,640 $397K 0.05% -1,147 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,003 shares; 2025Q4: 8,003 shares; 2026Q1: 7,970 shares 7,970 $395K 0.05% -33 Timeline IGM 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $391K 0.05% 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: 1,414 shares; 2024Q4: 1,569 shares; 2025Q1: 2,188 shares; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 761 shares; 2026Q1: 788 shares 788 $391K 0.05% +27 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: 3,653 shares; 2024Q4: 3,745 shares; 2025Q1: 3,877 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 291 shares; 2026Q1: 262 shares 262 $386K 0.05% -29 Timeline IYM 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: 2,138 shares; 2024Q4: 2,148 shares; 2025Q1: 2,156 shares; 2025Q2: not reported; 2025Q3: 2,172 shares; 2025Q4: 2,183 shares; 2026Q1: 2,189 shares 2,189 $385K 0.05% +6 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,524 shares; 2026Q1: 2,507 shares 2,507 $383K 0.05% -17 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 2,949 shares; 2025Q4: 8,984 shares; 2026Q1: 9,255 shares 9,255 $374K 0.04% +271 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares 5,138 $365K 0.04% 0 Timeline GIGB 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: 9,279 shares; 2024Q4: 10,170 shares; 2025Q1: 11,078 shares; 2025Q2: not reported; 2025Q3: 7,806 shares; 2025Q4: 7,761 shares; 2026Q1: 7,835 shares 7,835 $359K 0.04% +74 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,623 shares; 2025Q1: 2,642 shares; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,601 shares; 2026Q1: 2,544 shares 2,544 $357K 0.04% -57 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,979 shares; 2025Q1: 4,413 shares; 2025Q2: not reported; 2025Q3: 2,230 shares; 2025Q4: 2,390 shares; 2026Q1: 1,871 shares 1,871 $356K 0.04% -519 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: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,469 shares; 2025Q2: not reported; 2025Q3: 1,397 shares; 2025Q4: 1,251 shares; 2026Q1: 1,651 shares 1,651 $349K 0.04% +400 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: 13,135 shares; 2025Q4: 13,175 shares; 2026Q1: 13,213 shares 13,213 $339K 0.04% +38 Timeline QGRW 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: not reported; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares 6,225 $333K 0.04% 0 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: 2,336 shares; 2024Q4: 2,282 shares; 2025Q1: 2,503 shares; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 1,178 shares; 2026Q1: 1,570 shares 1,570 $330K 0.04% +392 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: 4,216 shares; 2024Q4: 7,557 shares; 2025Q1: 8,674 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 1,115 shares; 2026Q1: 1,116 shares 1,116 $330K 0.04% +1 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 4,983 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,089 shares; 2026Q1: 2,196 shares 2,196 $329K 0.04% +107 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: 1,655 shares; 2024Q4: 3,660 shares; 2025Q1: 4,041 shares; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 2,220 shares; 2026Q1: 2,035 shares 2,035 $326K 0.04% -185 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 369 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 301 shares; 2026Q1: 302 shares 302 $322K 0.04% +1 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: 5,595 shares; 2025Q1: 7,781 shares; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: 2,252 shares; 2026Q1: 2,184 shares 2,184 $320K 0.04% -68 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,687 shares; 2024Q4: 18,687 shares; 2025Q1: 18,677 shares; 2025Q2: not reported; 2025Q3: 18,064 shares; 2025Q4: 18,064 shares; 2026Q1: 18,799 shares 18,799 $319K 0.04% +735 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: 10,831 shares; 2024Q4: 9,485 shares; 2025Q1: 10,070 shares; 2025Q2: not reported; 2025Q3: 8,141 shares; 2025Q4: 8,825 shares; 2026Q1: 8,261 shares 8,261 $318K 0.04% -564 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: 1,127 shares; 2025Q1: 1,234 shares; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,537 shares; 2026Q1: 1,530 shares 1,530 $315K 0.04% -7 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: 2,666 shares; 2024Q4: 2,662 shares; 2025Q1: 2,639 shares; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,662 shares; 2026Q1: 2,664 shares 2,664 $314K 0.04% +2 Timeline GSIE 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: 22,328 shares; 2024Q4: 19,592 shares; 2025Q1: 19,162 shares; 2025Q2: not reported; 2025Q3: 9,285 shares; 2025Q4: 8,869 shares; 2026Q1: 7,283 shares 7,283 $314K 0.04% -1,586 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: 2,942 shares; 2024Q4: 2,830 shares; 2025Q1: 3,002 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares; 2026Q1: 635 shares 635 $312K 0.04% -67 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,843 shares 4,843 $303K 0.04% new 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: 31,306 shares; 2024Q4: 29,227 shares; 2025Q1: 28,175 shares; 2025Q2: not reported; 2025Q3: 9,174 shares; 2025Q4: 5,763 shares; 2026Q1: 5,656 shares 5,656 $297K 0.04% -107 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: 15,065 shares; 2024Q4: 15,552 shares; 2025Q1: 13,098 shares; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,609 shares; 2026Q1: 1,526 shares 1,526 $296K 0.03% -83 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: 12,465 shares; 2024Q4: 12,431 shares; 2025Q1: 11,397 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,298 shares; 2026Q1: 1,087 shares 1,087 $294K 0.03% -211 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: 70,513 shares; 2024Q4: 86,355 shares; 2025Q1: 88,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,035 shares; 2026Q1: 10,056 shares 10,056 $292K 0.03% +21 Timeline IXC 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: 6,351 shares; 2024Q4: 6,351 shares; 2025Q1: 5,716 shares; 2025Q2: not reported; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares 4,915 $283K 0.03% 0 Timeline VT 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: 1,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares 1,960 $271K 0.03% 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: 43,025 shares; 2024Q4: 26,906 shares; 2025Q1: 37,611 shares; 2025Q2: not reported; 2025Q3: 5,156 shares; 2025Q4: 3,686 shares; 2026Q1: 3,535 shares 3,535 $271K 0.03% -151 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: 1,278 shares; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares 1,106 $270K 0.03% new 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $270K 0.03% 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: 11,587 shares; 2024Q4: 11,110 shares; 2025Q1: 10,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares 1,314 $269K 0.03% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares 1,235 $268K 0.03% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,676 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,893 shares 2,893 $267K 0.03% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,731 shares; 2024Q4: 29,832 shares; 2025Q1: 36,130 shares; 2025Q2: not reported; 2025Q3: 7,547 shares; 2025Q4: 8,041 shares; 2026Q1: 7,990 shares 7,990 $265K 0.03% -51 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: 5,381 shares; 2024Q4: 5,103 shares; 2025Q1: 5,951 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,143 shares; 2026Q1: 2,059 shares 2,059 $265K 0.03% -84 Timeline GTIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,003 shares; 2025Q4: 5,091 shares; 2026Q1: 5,318 shares 5,318 $263K 0.03% +227 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: 3,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $262K 0.03% 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: 3,951 shares; 2024Q4: 6,153 shares; 2025Q1: 3,914 shares; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,422 shares; 2026Q1: 2,832 shares 2,832 $262K 0.03% +410 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: 700 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 704 shares 704 $261K 0.03% +1 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: not reported; 2026Q1: 1,282 shares 1,282 $260K 0.03% new 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: 3,592 shares; 2025Q1: 3,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: 1,026 shares 1,026 $257K 0.03% -63 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 5,099 shares; 2025Q1: 5,110 shares; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 791 shares; 2026Q1: 583 shares 583 $254K 0.03% -208 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,760 shares 6,760 $252K 0.03% +260 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 6,758 shares; 2025Q1: 6,818 shares; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 4,172 shares 4,172 $250K 0.03% +372 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: 4,722 shares; 2026Q1: 4,722 shares 4,722 $250K 0.03% 0 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,038 shares; 2026Q1: 2,064 shares 2,064 $249K 0.03% +26 Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL 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: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,045 shares 16,045 $246K 0.03% +45 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $245K 0.03% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,010 shares; 2024Q4: 29,010 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 29,010 shares; 2025Q4: 29,010 shares; 2026Q1: 29,205 shares 29,205 $245K 0.03% +195 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: 1,069 shares; 2024Q4: 1,182 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $244K 0.03% new Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 5,400 shares; 2026Q1: 5,400 shares 5,400 $244K 0.03% 0 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: 6,854 shares; 2024Q4: 11,102 shares; 2025Q1: 9,356 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,295 shares; 2026Q1: 1,285 shares 1,285 $244K 0.03% -10 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,333 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $243K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,100 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: 452 shares 452 $243K 0.03% -14 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: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,599 shares 1,599 $242K 0.03% -325 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,373 shares; 2025Q1: 16,037 shares; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 3,200 shares; 2026Q1: 3,183 shares 3,183 $240K 0.03% -17 Timeline VLUE 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: 1,623 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $239K 0.03% 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: 933 shares; 2025Q1: 1,470 shares; 2025Q2: not reported; 2025Q3: 713 shares; 2025Q4: 783 shares; 2026Q1: 612 shares 612 $239K 0.03% -171 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: 8,117 shares; 2024Q4: 8,883 shares; 2025Q1: 4,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,470 shares 2,470 $238K 0.03% -215 Timeline GEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 5,935 shares; 2026Q1: 5,479 shares 5,479 $237K 0.03% -456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,729 shares; 2026Q1: 2,646 shares 2,646 $235K 0.03% -83 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares 3,116 $234K 0.03% 0 Timeline GSEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,210 shares; 2025Q4: 5,155 shares; 2026Q1: 5,170 shares 5,170 $234K 0.03% +15 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,527 shares 1,527 $229K 0.03% new 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: 4,041 shares; 2024Q4: 4,116 shares; 2025Q1: 4,173 shares; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 2,724 shares; 2026Q1: 2,342 shares 2,342 $229K 0.03% -382 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: 727 shares; 2024Q4: 927 shares; 2025Q1: 1,027 shares; 2025Q2: not reported; 2025Q3: 727 shares; 2025Q4: 857 shares; 2026Q1: 727 shares 727 $228K 0.03% -130 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 679 shares; 2026Q1: 673 shares 673 $228K 0.03% -6 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145 shares; 2024Q4: 1,074 shares; 2025Q1: 1,076 shares; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 863 shares; 2026Q1: 933 shares 933 $228K 0.03% +70 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 1,566 shares; 2025Q4: not reported; 2026Q1: 1,564 shares 1,564 $224K 0.03% new Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS 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: not reported; 2026Q1: 5,000 shares 5,000 $218K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,039 shares 1,039 $212K 0.03% new 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: 3,539 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,610 shares; 2026Q1: 3,829 shares 3,829 $212K 0.02% +219 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,593 shares; 2025Q1: 1,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares 985 $211K 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: 617 shares; 2024Q4: 667 shares; 2025Q1: 738 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 233 shares 233 $209K 0.02% -9 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: 9,675 shares; 2024Q4: 10,606 shares; 2025Q1: 27,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares; 2026Q1: 3,155 shares 3,155 $208K 0.02% -1,353 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,776 shares; 2026Q1: 1,754 shares 1,754 $208K 0.02% -22 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 2,802 shares; 2025Q1: 2,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 386 shares 386 $208K 0.02% +23 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,954 shares; 2024Q4: 23,615 shares; 2025Q1: 23,966 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 1,755 shares 1,755 $207K 0.02% +53 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares 332 $201K 0.02% new 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: not reported; 2024Q4: 17,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,151 shares 17,151 $198K 0.02% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,424 shares; 2024Q4: 13,284 shares; 2025Q1: 21,819 shares; 2025Q2: not reported; 2025Q3: 8,432 shares; 2025Q4: not reported; 2026Q1: 10,515 shares 10,515 $158K 0.02% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: not reported; 2025Q3: 13,140 shares; 2025Q4: 13,140 shares; 2026Q1: 13,099 shares 13,099 $142K 0.02% -41 Timeline CION CION INVT CORP More: the full row for CION INVT 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: 17,000 shares 17,000 $116K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 11,962 shares 11,962 $109K 0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: not reported; 2026Q1: 12,274 shares 12,274 $87K 0.01% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 10,670 shares; 2025Q1: 10,670 shares; 2025Q2: not reported; 2025Q3: 10,670 shares; 2025Q4: 10,670 shares; 2026Q1: 10,733 shares 10,733 $64.9K 0.01% +63 Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,025 shares; 2025Q2: not reported; 2025Q3: 16,025 shares; 2025Q4: 16,025 shares; 2026Q1: 16,025 shares 16,025 $52.1K 0.01% 0 Timeline SANG SANGOMA TECHNOLOGIES CORP More: the full row for SANGOMA TECHNOLOGIES CORP 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: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $39.3K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,066 shares; 2026Q1: 14,109 shares 14,109 $29.9K <0.01% -6,957 Timeline SEED ORIGIN AGRITECH LIMITED More: the full row for ORIGIN AGRITECH LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,542 shares; 2024Q4: 41,542 shares; 2025Q1: 41,542 shares; 2025Q2: not reported; 2025Q3: 41,542 shares; 2025Q4: 20,771 shares; 2026Q1: 20,771 shares 20,771 $26.8K <0.01% 0 Timeline NPWR NET POWER INC More: the full row for NET POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,393 shares; 2025Q2: not reported; 2025Q3: 16,393 shares; 2025Q4: 16,393 shares; 2026Q1: 16,393 shares 16,393 $25.6K <0.01% 0 Timeline