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: 3,075,846 shares; 2024Q4: 3,058,375 shares; 2025Q1: 3,062,941 shares; 2025Q2: 3,049,441 shares; 2025Q3: 3,012,702 shares; 2025Q4: 2,973,433 shares; 2026Q1: 2,888,321 shares 2,888,321 $916M 9.18% -85,112 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486,504 shares; 2024Q4: 1,468,178 shares; 2025Q1: 1,447,376 shares; 2025Q2: 1,406,595 shares; 2025Q3: 1,386,151 shares; 2025Q4: 1,382,955 shares; 2026Q1: 1,379,038 shares 1,379,038 $688M 6.89% -3,917 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: 1,924,943 shares; 2024Q4: 1,910,178 shares; 2025Q1: 1,907,520 shares; 2025Q2: 1,882,972 shares; 2025Q3: 1,851,757 shares; 2025Q4: 1,841,271 shares; 2026Q1: 1,842,719 shares 1,842,719 $683M 6.85% +1,448 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: 2,216,963 shares; 2024Q4: 2,206,832 shares; 2025Q1: 2,200,236 shares; 2025Q2: 2,214,778 shares; 2025Q3: 2,201,561 shares; 2025Q4: 2,197,758 shares; 2026Q1: 2,244,798 shares 2,244,798 $535M 5.36% +47,040 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186,188 shares; 2024Q4: 1,179,134 shares; 2025Q1: 1,174,298 shares; 2025Q2: 1,166,105 shares; 2025Q3: 1,157,924 shares; 2025Q4: 1,153,763 shares; 2026Q1: 1,148,633 shares 1,148,633 $390M 3.9% -5,130 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: 1,524,556 shares; 2024Q4: 1,501,607 shares; 2025Q1: 1,485,904 shares; 2025Q2: 1,463,881 shares; 2025Q3: 1,428,893 shares; 2025Q4: 1,417,914 shares; 2026Q1: 1,428,525 shares 1,428,525 $372M 3.73% +10,611 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936,599 shares; 2024Q4: 931,628 shares; 2025Q1: 934,488 shares; 2025Q2: 923,694 shares; 2025Q3: 927,420 shares; 2025Q4: 942,707 shares; 2026Q1: 1,013,921 shares 1,013,921 $356M 3.57% +71,214 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: 1,285,011 shares; 2024Q4: 1,348,744 shares; 2025Q1: 1,557,838 shares; 2025Q2: 1,707,217 shares; 2025Q3: 1,765,585 shares; 2025Q4: 1,740,319 shares; 2026Q1: 1,816,826 shares 1,816,826 $343M 3.43% +76,507 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: 2,392,328 shares; 2024Q4: 2,364,869 shares; 2025Q1: 2,299,924 shares; 2025Q2: 2,261,581 shares; 2025Q3: 2,221,686 shares; 2025Q4: 2,162,808 shares; 2026Q1: 2,110,101 shares 2,110,101 $341M 3.42% -52,707 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679,791 shares; 2024Q4: 1,673,039 shares; 2025Q1: 1,671,336 shares; 2025Q2: 1,673,418 shares; 2025Q3: 1,668,285 shares; 2025Q4: 1,659,049 shares; 2026Q1: 1,659,664 shares 1,659,664 $315M 3.15% +615 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: 525,385 shares; 2024Q4: 522,770 shares; 2025Q1: 523,480 shares; 2025Q2: 545,537 shares; 2025Q3: 542,687 shares; 2025Q4: 539,623 shares; 2026Q1: 531,221 shares 531,221 $264M 2.64% -8,402 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: 248,741 shares; 2024Q4: 245,784 shares; 2025Q1: 244,202 shares; 2025Q2: 240,667 shares; 2025Q3: 241,596 shares; 2025Q4: 243,719 shares; 2026Q1: 238,385 shares 238,385 $238M 2.39% -5,334 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429,816 shares; 2024Q4: 1,404,868 shares; 2025Q1: 1,384,505 shares; 2025Q2: 1,392,450 shares; 2025Q3: 1,377,912 shares; 2025Q4: 1,288,720 shares; 2026Q1: 1,216,494 shares 1,216,494 $218M 2.19% -72,226 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: 190,009 shares; 2024Q4: 189,575 shares; 2025Q1: 209,552 shares; 2025Q2: 209,040 shares; 2025Q3: 207,954 shares; 2025Q4: 207,104 shares; 2026Q1: 204,952 shares 204,952 $202M 2.02% -2,152 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968,169 shares; 2024Q4: 964,163 shares; 2025Q1: 966,132 shares; 2025Q2: 970,910 shares; 2025Q3: 971,909 shares; 2025Q4: 966,999 shares; 2026Q1: 967,587 shares 967,587 $198M 1.98% +588 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467,546 shares; 2024Q4: 1,424,078 shares; 2025Q1: 1,416,915 shares; 2025Q2: 1,415,886 shares; 2025Q3: 1,416,204 shares; 2025Q4: 1,399,000 shares; 2026Q1: 1,389,668 shares 1,389,668 $189M 1.9% -9,332 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: 576,577 shares; 2024Q4: 572,070 shares; 2025Q1: 569,673 shares; 2025Q2: 559,462 shares; 2025Q3: 574,043 shares; 2025Q4: 585,001 shares; 2026Q1: 594,986 shares 594,986 $181M 1.82% +9,985 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: 220,660 shares; 2024Q4: 219,463 shares; 2025Q1: 221,689 shares; 2025Q2: 220,562 shares; 2025Q3: 221,330 shares; 2025Q4: 253,690 shares; 2026Q1: 264,570 shares 264,570 $167M 1.67% +10,880 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: 1,729,778 shares; 2024Q4: 1,723,720 shares; 2025Q1: 1,698,873 shares; 2025Q2: 1,684,770 shares; 2025Q3: 1,669,794 shares; 2025Q4: 1,646,770 shares; 2026Q1: 1,614,049 shares 1,614,049 $162M 1.62% -32,721 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463,156 shares; 2024Q4: 1,453,795 shares; 2025Q1: 1,432,307 shares; 2025Q2: 1,425,079 shares; 2025Q3: 1,392,998 shares; 2025Q4: 1,305,390 shares; 2026Q1: 1,272,014 shares 1,272,014 $140M 1.4% -33,376 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: 2,863,501 shares; 2024Q4: 2,829,231 shares; 2025Q1: 2,776,382 shares; 2025Q2: 2,811,906 shares; 2025Q3: 2,921,333 shares; 2025Q4: 2,632,405 shares; 2026Q1: 2,496,505 shares 2,496,505 $140M 1.4% -135,900 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: 302,761 shares; 2024Q4: 299,572 shares; 2025Q1: 303,594 shares; 2025Q2: 301,284 shares; 2025Q3: 313,215 shares; 2025Q4: 1,589,708 shares; 2026Q1: 1,683,979 shares 1,683,979 $140M 1.4% +94,271 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: 152,273 shares; 2024Q4: 167,527 shares; 2025Q1: 197,024 shares; 2025Q2: 222,440 shares; 2025Q3: 303,740 shares; 2025Q4: 294,462 shares; 2026Q1: 323,454 shares 323,454 $127M 1.27% +28,992 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: 649,822 shares; 2024Q4: 646,460 shares; 2025Q1: 640,477 shares; 2025Q2: 637,972 shares; 2025Q3: 630,586 shares; 2025Q4: 622,799 shares; 2026Q1: 605,915 shares 605,915 $114M 1.15% -16,884 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: 216,314 shares; 2024Q4: 216,646 shares; 2025Q1: 219,891 shares; 2025Q2: 212,953 shares; 2025Q3: 212,600 shares; 2025Q4: 218,201 shares; 2026Q1: 233,103 shares 233,103 $112M 1.12% +14,902 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 484,186 shares; 2024Q4: 528,568 shares; 2025Q1: 574,158 shares; 2025Q2: 609,377 shares; 2025Q3: 642,602 shares; 2025Q4: 665,439 shares; 2026Q1: 734,477 shares 734,477 $111M 1.11% +69,038 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311,816 shares; 2024Q4: 1,295,854 shares; 2025Q1: 1,278,002 shares; 2025Q2: 1,256,738 shares; 2025Q3: 1,218,746 shares; 2025Q4: 1,143,377 shares; 2026Q1: 1,096,718 shares 1,096,718 $105M 1.05% -46,659 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982,377 shares; 2024Q4: 970,257 shares; 2025Q1: 963,303 shares; 2025Q2: 960,735 shares; 2025Q3: 949,410 shares; 2025Q4: 861,512 shares; 2026Q1: 769,647 shares 769,647 $87.4M 0.88% -91,865 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: 248,329 shares; 2024Q4: 247,871 shares; 2025Q1: 248,227 shares; 2025Q2: 248,833 shares; 2025Q3: 248,268 shares; 2025Q4: 641,138 shares; 2026Q1: 663,893 shares 663,893 $85M 0.85% +22,755 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: 254,540 shares; 2024Q4: 253,660 shares; 2025Q1: 254,246 shares; 2025Q2: 257,852 shares; 2025Q3: 256,682 shares; 2025Q4: 250,371 shares; 2026Q1: 245,535 shares 245,535 $82.8M 0.83% -4,836 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: 898,907 shares; 2024Q4: 892,496 shares; 2025Q1: 859,597 shares; 2025Q2: 853,257 shares; 2025Q3: 877,339 shares; 2025Q4: 874,548 shares; 2026Q1: 847,946 shares 847,946 $81.9M 0.82% -26,602 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: 46,498 shares; 2024Q4: 41,522 shares; 2025Q1: 45,643 shares; 2025Q2: 49,981 shares; 2025Q3: 53,073 shares; 2025Q4: 53,262 shares; 2026Q1: 54,328 shares 54,328 $80.3M 0.8% +1,066 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,923 shares; 2024Q4: 347,714 shares; 2025Q1: 337,500 shares; 2025Q2: 334,635 shares; 2025Q3: 329,966 shares; 2025Q4: 317,618 shares; 2026Q1: 312,897 shares 312,897 $76.4M 0.77% -4,721 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: 500,465 shares; 2024Q4: 500,618 shares; 2025Q1: 491,939 shares; 2025Q2: 488,338 shares; 2025Q3: 488,040 shares; 2025Q4: 486,350 shares; 2026Q1: 474,088 shares 474,088 $76.1M 0.76% -12,262 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,777 shares; 2024Q4: 184,307 shares; 2025Q1: 190,874 shares; 2025Q2: 190,854 shares; 2025Q3: 193,482 shares; 2025Q4: 197,421 shares; 2026Q1: 201,613 shares 201,613 $70.6M 0.71% +4,192 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,834 shares; 2024Q4: 134,459 shares; 2025Q1: 133,775 shares; 2025Q2: 131,683 shares; 2025Q3: 127,111 shares; 2025Q4: 124,045 shares; 2026Q1: 122,304 shares 122,304 $68.9M 0.69% -1,741 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: 53,672 shares; 2024Q4: 53,137 shares; 2025Q1: 52,428 shares; 2025Q2: 739,269 shares; 2025Q3: 731,112 shares; 2025Q4: 728,724 shares; 2026Q1: 724,600 shares 724,600 $67.4M 0.68% -4,124 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,740 shares; 2024Q4: 587,211 shares; 2025Q1: 586,580 shares; 2025Q2: 584,090 shares; 2025Q3: 511,902 shares; 2025Q4: 439,232 shares; 2026Q1: 272,948 shares 272,948 $61.5M 0.62% -166,284 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: 289,695 shares; 2024Q4: 281,131 shares; 2025Q1: 272,472 shares; 2025Q2: 269,734 shares; 2025Q3: 266,205 shares; 2025Q4: 262,203 shares; 2026Q1: 256,261 shares 256,261 $61.1M 0.61% -5,942 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: 423,330 shares; 2024Q4: 412,538 shares; 2025Q1: 407,079 shares; 2025Q2: 405,934 shares; 2025Q3: 400,340 shares; 2025Q4: 417,287 shares; 2026Q1: 414,454 shares 414,454 $60.2M 0.6% -2,833 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909,989 shares; 2024Q4: 883,495 shares; 2025Q1: 793,857 shares; 2025Q2: 768,238 shares; 2025Q3: 475,427 shares; 2025Q4: 408,015 shares; 2026Q1: 375,110 shares 375,110 $59.8M 0.6% -32,905 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: 190,506 shares; 2024Q4: 189,628 shares; 2025Q1: 188,874 shares; 2025Q2: 184,618 shares; 2025Q3: 185,712 shares; 2025Q4: 184,116 shares; 2026Q1: 179,906 shares 179,906 $56.8M 0.57% -4,210 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: 250,457 shares; 2024Q4: 249,312 shares; 2025Q1: 242,550 shares; 2025Q2: 241,561 shares; 2025Q3: 238,347 shares; 2025Q4: 232,395 shares; 2026Q1: 226,335 shares 226,335 $56.7M 0.57% -6,060 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: 391,780 shares; 2024Q4: 386,693 shares; 2025Q1: 384,936 shares; 2025Q2: 380,781 shares; 2025Q3: 377,751 shares; 2025Q4: 369,304 shares; 2026Q1: 370,634 shares 370,634 $56.5M 0.57% +1,330 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,481 shares; 2024Q4: 106,091 shares; 2025Q1: 96,473 shares; 2025Q2: 99,913 shares; 2025Q3: 91,727 shares; 2025Q4: 86,975 shares; 2026Q1: 72,430 shares 72,430 $54.2M 0.54% -14,545 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 1,484 shares; 2025Q4: 101,177 shares; 2026Q1: 132,345 shares 132,345 $46.2M 0.46% +31,168 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: 415,764 shares; 2024Q4: 406,545 shares; 2025Q1: 393,674 shares; 2025Q2: 379,060 shares; 2025Q3: 363,801 shares; 2025Q4: 345,008 shares; 2026Q1: 337,029 shares 337,029 $40.9M 0.41% -7,979 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 21,032 shares; 2025Q1: 76,610 shares; 2025Q2: 125,674 shares; 2025Q3: 142,028 shares; 2025Q4: 155,706 shares; 2026Q1: 182,824 shares 182,824 $38.8M 0.39% +27,118 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,131 shares; 2024Q4: 526,018 shares; 2025Q1: 489,557 shares; 2025Q2: 473,883 shares; 2025Q3: 448,386 shares; 2025Q4: 441,718 shares; 2026Q1: 432,805 shares 432,805 $38.7M 0.39% -8,913 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,200 shares; 2024Q4: 267,070 shares; 2025Q1: 261,566 shares; 2025Q2: 258,455 shares; 2025Q3: 254,093 shares; 2025Q4: 254,987 shares; 2026Q1: 252,818 shares 252,818 $38.2M 0.38% -2,169 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: 7,195 shares; 2024Q4: 9,855 shares; 2025Q1: 10,070 shares; 2025Q2: 10,089 shares; 2025Q3: 13,191 shares; 2025Q4: 13,323 shares; 2026Q1: 39,188 shares 39,188 $36.8M 0.37% +25,865 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: 120,131 shares; 2024Q4: 121,578 shares; 2025Q1: 120,032 shares; 2025Q2: 119,141 shares; 2025Q3: 115,048 shares; 2025Q4: 110,560 shares; 2026Q1: 106,061 shares 106,061 $32.4M 0.32% -4,499 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,840 shares; 2024Q4: 812,253 shares; 2025Q1: 791,569 shares; 2025Q2: 750,858 shares; 2025Q3: 735,248 shares; 2025Q4: 725,437 shares; 2026Q1: 718,819 shares 718,819 $30.6M 0.31% -6,618 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,666 shares; 2024Q4: 144,169 shares; 2025Q1: 143,033 shares; 2025Q2: 142,623 shares; 2025Q3: 140,792 shares; 2025Q4: 134,883 shares; 2026Q1: 130,760 shares 130,760 $28.9M 0.29% -4,123 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: 240,766 shares; 2024Q4: 227,781 shares; 2025Q1: 220,650 shares; 2025Q2: 219,283 shares; 2025Q3: 214,147 shares; 2025Q4: 176,367 shares; 2026Q1: 168,536 shares 168,536 $26.5M 0.27% -7,831 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,175 shares; 2024Q4: 231,533 shares; 2025Q1: 222,212 shares; 2025Q2: 215,824 shares; 2025Q3: 213,124 shares; 2025Q4: 118,403 shares; 2026Q1: 68,223 shares 68,223 $23.4M 0.23% -50,180 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,378 shares; 2024Q4: 286,139 shares; 2025Q1: 286,544 shares; 2025Q2: 286,044 shares; 2025Q3: 286,044 shares; 2025Q4: 286,044 shares; 2026Q1: 286,044 shares 286,044 $21.3M 0.21% 0 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: 323,992 shares; 2024Q4: 319,340 shares; 2025Q1: 318,284 shares; 2025Q2: 318,101 shares; 2025Q3: 204,136 shares; 2025Q4: 160,700 shares; 2026Q1: 128,841 shares 128,841 $21.3M 0.21% -31,859 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338,854 shares; 2024Q4: 1,312,262 shares; 2025Q1: 1,309,377 shares; 2025Q2: 1,306,115 shares; 2025Q3: 1,426,437 shares; 2025Q4: 1,200,144 shares; 2026Q1: 921,260 shares 921,260 $18.5M 0.19% -278,884 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: 65,075 shares; 2024Q4: 64,837 shares; 2025Q1: 62,469 shares; 2025Q2: 59,923 shares; 2025Q3: 57,459 shares; 2025Q4: 52,030 shares; 2026Q1: 50,536 shares 50,536 $17.7M 0.18% -1,494 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: 33,580 shares; 2024Q4: 33,379 shares; 2025Q1: 32,560 shares; 2025Q2: 32,280 shares; 2025Q3: 33,729 shares; 2025Q4: 30,965 shares; 2026Q1: 30,965 shares 30,965 $16.6M 0.17% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,665 shares; 2024Q4: 52,350 shares; 2025Q1: 50,024 shares; 2025Q2: 48,609 shares; 2025Q3: 45,305 shares; 2025Q4: 43,992 shares; 2026Q1: 60,352 shares 60,352 $16.5M 0.17% +16,360 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,020 shares; 2024Q4: 102,329 shares; 2025Q1: 100,405 shares; 2025Q2: 100,496 shares; 2025Q3: 96,028 shares; 2025Q4: 95,545 shares; 2026Q1: 91,149 shares 91,149 $16.4M 0.16% -4,396 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: 87,132 shares; 2024Q4: 82,963 shares; 2025Q1: 80,509 shares; 2025Q2: 77,127 shares; 2025Q3: 72,230 shares; 2025Q4: 71,172 shares; 2026Q1: 70,060 shares 70,060 $14.1M 0.14% -1,112 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: 80,367 shares; 2024Q4: 78,659 shares; 2025Q1: 76,989 shares; 2025Q2: 75,592 shares; 2025Q3: 73,326 shares; 2025Q4: 72,424 shares; 2026Q1: 45,554 shares 45,554 $14.1M 0.14% -26,870 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,436 shares; 2024Q4: 190,446 shares; 2025Q1: 175,090 shares; 2025Q2: 162,704 shares; 2025Q3: 150,956 shares; 2025Q4: 111,474 shares; 2026Q1: 76,830 shares 76,830 $13.3M 0.13% -34,644 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: 60,076 shares; 2024Q4: 59,005 shares; 2025Q1: 60,399 shares; 2025Q2: 60,167 shares; 2025Q3: 64,430 shares; 2025Q4: 64,378 shares; 2026Q1: 63,041 shares 63,041 $13.1M 0.13% -1,337 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113,995 shares; 2025Q1: 113,883 shares; 2025Q2: 103,947 shares; 2025Q3: 103,947 shares; 2025Q4: 103,947 shares; 2026Q1: 87,427 shares 87,427 $12.9M 0.13% -16,520 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: 71,619 shares; 2024Q4: 71,025 shares; 2025Q1: 72,589 shares; 2025Q2: 72,296 shares; 2025Q3: 71,403 shares; 2025Q4: 70,036 shares; 2026Q1: 67,909 shares 67,909 $12.8M 0.13% -2,127 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,713 shares; 2024Q4: 34,587 shares; 2025Q1: 33,797 shares; 2025Q2: 33,687 shares; 2025Q3: 33,569 shares; 2025Q4: 31,126 shares; 2026Q1: 29,416 shares 29,416 $12M 0.12% -1,710 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: 20,996 shares; 2024Q4: 21,880 shares; 2025Q1: 22,040 shares; 2025Q2: 22,040 shares; 2025Q3: 27,834 shares; 2025Q4: 27,473 shares; 2026Q1: 30,529 shares 30,529 $11.3M 0.11% +3,056 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: 8,827 shares; 2024Q4: 7,612 shares; 2025Q1: 7,612 shares; 2025Q2: 7,612 shares; 2025Q3: 7,592 shares; 2025Q4: 7,592 shares; 2026Q1: 24,417 shares 24,417 $10.7M 0.11% +16,825 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,193 shares; 2024Q4: 36,682 shares; 2025Q1: 36,447 shares; 2025Q2: 35,937 shares; 2025Q3: 36,396 shares; 2025Q4: 35,837 shares; 2026Q1: 35,945 shares 35,945 $9.72M 0.1% +108 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,154 shares; 2024Q4: 212,058 shares; 2025Q1: 197,296 shares; 2025Q2: 192,957 shares; 2025Q3: 383,206 shares; 2025Q4: 361,642 shares; 2026Q1: 358,397 shares 358,397 $9.58M 0.1% -3,245 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: 91,165 shares; 2024Q4: 90,131 shares; 2025Q1: 82,321 shares; 2025Q2: 82,061 shares; 2025Q3: 72,200 shares; 2025Q4: 74,348 shares; 2026Q1: 69,422 shares 69,422 $8.8M 0.09% -4,926 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,631 shares; 2024Q4: 25,631 shares; 2025Q1: 25,631 shares; 2025Q2: 25,609 shares; 2025Q3: 22,853 shares; 2025Q4: 22,077 shares; 2026Q1: 21,410 shares 21,410 $8.48M 0.08% -667 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: 11,189 shares; 2024Q4: 11,342 shares; 2025Q1: 11,269 shares; 2025Q2: 11,065 shares; 2025Q3: 11,020 shares; 2025Q4: 11,108 shares; 2026Q1: 11,961 shares 11,961 $8.13M 0.08% +853 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: 118,692 shares; 2024Q4: 114,812 shares; 2025Q1: 114,199 shares; 2025Q2: 114,041 shares; 2025Q3: 113,716 shares; 2025Q4: 105,270 shares; 2026Q1: 101,371 shares 101,371 $7.85M 0.08% -3,899 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: 11,485 shares; 2024Q4: 11,485 shares; 2025Q1: 11,463 shares; 2025Q2: 11,473 shares; 2025Q3: 11,518 shares; 2025Q4: 11,513 shares; 2026Q1: 11,513 shares 11,513 $6.97M 0.07% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,474 shares; 2024Q4: 122,872 shares; 2025Q1: 66,008 shares; 2025Q2: 65,126 shares; 2025Q3: 82,611 shares; 2025Q4: 82,261 shares; 2026Q1: 81,469 shares 81,469 $6.87M 0.07% -792 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 60,521 shares; 2026Q1: 60,521 shares 60,521 $6.46M 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,394 shares; 2024Q4: 58,244 shares; 2025Q1: 56,660 shares; 2025Q2: 56,377 shares; 2025Q3: 54,798 shares; 2025Q4: 50,414 shares; 2026Q1: 50,358 shares 50,358 $6.17M 0.06% -56 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: 25,100 shares; 2024Q4: 23,725 shares; 2025Q1: 21,601 shares; 2025Q2: 21,136 shares; 2025Q3: 19,636 shares; 2025Q4: 19,336 shares; 2026Q1: 18,271 shares 18,271 $6.12M 0.06% -1,065 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: 22,340 shares; 2024Q4: 22,199 shares; 2025Q1: 21,373 shares; 2025Q2: 21,195 shares; 2025Q3: 20,875 shares; 2025Q4: 20,875 shares; 2026Q1: 20,375 shares 20,375 $6.09M 0.06% -500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,910 shares; 2024Q4: 56,702 shares; 2025Q1: 55,857 shares; 2025Q2: 55,172 shares; 2025Q3: 53,817 shares; 2025Q4: 53,817 shares; 2026Q1: 54,977 shares 54,977 $5.17M 0.05% +1,160 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,991 shares; 2024Q4: 30,989 shares; 2025Q1: 30,989 shares; 2025Q2: 28,439 shares; 2025Q3: 28,374 shares; 2025Q4: 28,374 shares; 2026Q1: 28,374 shares 28,374 $4.96M 0.05% 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: 7,476 shares; 2024Q4: 7,476 shares; 2025Q1: 7,476 shares; 2025Q2: 7,476 shares; 2025Q3: 7,476 shares; 2025Q4: 7,517 shares; 2026Q1: 7,517 shares 7,517 $4.63M 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 15,234 shares; 2025Q1: 15,199 shares; 2025Q2: 15,201 shares; 2025Q3: 15,138 shares; 2025Q4: 15,015 shares; 2026Q1: 14,865 shares 14,865 $4.4M 0.04% -150 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: 13,936 shares; 2024Q4: 13,936 shares; 2025Q1: 14,404 shares; 2025Q2: 14,286 shares; 2025Q3: 14,151 shares; 2025Q4: 14,271 shares; 2026Q1: 14,271 shares 14,271 $4.4M 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 22,574 shares; 2025Q1: 21,450 shares; 2025Q2: 21,148 shares; 2025Q3: 19,922 shares; 2025Q4: 18,175 shares; 2026Q1: 18,100 shares 18,100 $4.25M 0.04% -75 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,987 shares; 2024Q4: 7,987 shares; 2025Q1: 8,090 shares; 2025Q2: 8,962 shares; 2025Q3: 12,552 shares; 2025Q4: 12,552 shares; 2026Q1: 12,552 shares 12,552 $4.12M 0.04% 0 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: 50,372 shares; 2024Q4: 49,812 shares; 2025Q1: 50,514 shares; 2025Q2: 50,964 shares; 2025Q3: 50,964 shares; 2025Q4: 47,964 shares; 2026Q1: 48,733 shares 48,733 $4.01M 0.04% +769 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,131 shares; 2024Q4: 113,688 shares; 2025Q1: 121,030 shares; 2025Q2: 118,240 shares; 2025Q3: 112,021 shares; 2025Q4: 107,398 shares; 2026Q1: 105,554 shares 105,554 $3.96M 0.04% -1,844 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 3,491 shares; 2025Q4: 35,370 shares; 2026Q1: 36,985 shares 36,985 $3.81M 0.04% +1,615 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: 47,193 shares; 2024Q4: 44,577 shares; 2025Q1: 42,103 shares; 2025Q2: 41,584 shares; 2025Q3: 48,224 shares; 2025Q4: 45,810 shares; 2026Q1: 37,989 shares 37,989 $3.77M 0.04% -7,821 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,915 shares; 2024Q4: 24,013 shares; 2025Q1: 23,143 shares; 2025Q2: 21,478 shares; 2025Q3: 26,918 shares; 2025Q4: 26,918 shares; 2026Q1: 26,918 shares 26,918 $3.75M 0.04% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 5,392 shares; 2025Q1: 5,323 shares; 2025Q2: 5,261 shares; 2025Q3: 8,850 shares; 2025Q4: 8,683 shares; 2026Q1: 9,028 shares 9,028 $3.75M 0.04% +345 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: 5,370 shares; 2024Q4: 5,465 shares; 2025Q1: 5,465 shares; 2025Q2: 5,465 shares; 2025Q3: 5,455 shares; 2025Q4: 6,097 shares; 2026Q1: 6,097 shares 6,097 $3.73M 0.04% 0 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: 24,497 shares; 2024Q4: 24,497 shares; 2025Q1: 21,479 shares; 2025Q2: 21,137 shares; 2025Q3: 20,352 shares; 2025Q4: 20,102 shares; 2026Q1: 20,534 shares 20,534 $3.65M 0.04% +432 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,688 shares; 2024Q4: 19,563 shares; 2025Q1: 19,288 shares; 2025Q2: 19,278 shares; 2025Q3: 19,278 shares; 2025Q4: 19,612 shares; 2026Q1: 18,998 shares 18,998 $3.25M 0.03% -614 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: 15,260 shares; 2024Q4: 15,260 shares; 2025Q1: 15,260 shares; 2025Q2: 14,535 shares; 2025Q3: 14,490 shares; 2025Q4: 14,490 shares; 2026Q1: 14,490 shares 14,490 $3.21M 0.03% 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: 7,678 shares; 2024Q4: 7,684 shares; 2025Q1: 6,901 shares; 2025Q2: 6,901 shares; 2025Q3: 9,341 shares; 2025Q4: 7,001 shares; 2026Q1: 6,956 shares 6,956 $3.13M 0.03% -45 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: 12,347 shares; 2024Q4: 12,269 shares; 2025Q1: 14,497 shares; 2025Q2: 13,571 shares; 2025Q3: 13,571 shares; 2025Q4: 13,546 shares; 2026Q1: 13,546 shares 13,546 $3.13M 0.03% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,405 shares; 2024Q4: 247,739 shares; 2025Q1: 252,462 shares; 2025Q2: 260,427 shares; 2025Q3: 71,621 shares; 2025Q4: 71,621 shares; 2026Q1: 79,596 shares 79,596 $3.1M 0.03% +7,975 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.88M 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,769 shares; 2024Q4: 74,709 shares; 2025Q1: 66,369 shares; 2025Q2: 64,833 shares; 2025Q3: 51,413 shares; 2025Q4: 46,928 shares; 2026Q1: 44,366 shares 44,366 $2.77M 0.03% -2,562 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,701 shares; 2025Q3: 16,107 shares; 2025Q4: 15,933 shares; 2026Q1: 14,050 shares 14,050 $2.71M 0.03% -1,883 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: 4,091 shares; 2024Q4: 3,771 shares; 2025Q1: 3,767 shares; 2025Q2: 3,787 shares; 2025Q3: 3,443 shares; 2025Q4: 4,167 shares; 2026Q1: 4,247 shares 4,247 $2.65M 0.03% +80 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: 5,174 shares; 2024Q4: 5,031 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,485 shares; 2025Q4: 4,093 shares; 2026Q1: 4,093 shares 4,093 $2.63M 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,063 shares; 2024Q4: 176,522 shares; 2025Q1: 175,832 shares; 2025Q2: 174,662 shares; 2025Q3: 187,772 shares; 2025Q4: 186,262 shares; 2026Q1: 47,702 shares 47,702 $2.51M 0.03% -138,560 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,769 shares; 2026Q1: 42,691 shares 42,691 $2.49M 0.02% -2,078 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 525 shares; 2025Q1: 487 shares; 2025Q2: 486 shares; 2025Q3: 564 shares; 2025Q4: 542 shares; 2026Q1: 14,100 shares 14,100 $2.45M 0.02% +13,558 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,534 shares; 2025Q1: 2,514 shares; 2025Q2: 2,539 shares; 2025Q3: 2,514 shares; 2025Q4: 1,384 shares; 2026Q1: 3,923 shares 3,923 $2.41M 0.02% +2,539 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: 30,547 shares; 2024Q4: 30,547 shares; 2025Q1: 30,172 shares; 2025Q2: 29,862 shares; 2025Q3: 28,852 shares; 2025Q4: 28,168 shares; 2026Q1: 28,095 shares 28,095 $2.4M 0.02% -73 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: 3,283 shares; 2024Q4: 2,340 shares; 2025Q1: 2,456 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,420 shares; 2026Q1: 2,420 shares 2,420 $2.4M 0.02% 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: 59,098 shares; 2024Q4: 53,412 shares; 2025Q1: 41,893 shares; 2025Q2: 36,927 shares; 2025Q3: 34,757 shares; 2025Q4: 29,737 shares; 2026Q1: 29,737 shares 29,737 $2.32M 0.02% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,847 shares; 2024Q4: 7,862 shares; 2025Q1: 7,068 shares; 2025Q2: 6,228 shares; 2025Q3: 5,758 shares; 2025Q4: 5,758 shares; 2026Q1: 4,858 shares 4,858 $2.17M 0.02% -900 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 5,225 shares; 2025Q3: 5,225 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares 4,930 $2.1M 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,530 shares; 2025Q4: 36,220 shares; 2026Q1: 36,220 shares 36,220 $2.09M 0.02% 0 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,122 shares; 2026Q1: 43,122 shares 43,122 $2.09M 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,863 shares; 2024Q4: 44,186 shares; 2025Q1: 43,254 shares; 2025Q2: 43,126 shares; 2025Q3: 10,802 shares; 2025Q4: 10,347 shares; 2026Q1: 9,750 shares 9,750 $2.06M 0.02% -597 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: 6,608 shares; 2024Q4: 6,608 shares; 2025Q1: 6,338 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,088 shares; 2026Q1: 6,088 shares 6,088 $2.02M 0.02% 0 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: 2,398 shares; 2024Q4: 2,748 shares; 2025Q1: 3,745 shares; 2025Q2: 3,270 shares; 2025Q3: 3,325 shares; 2025Q4: 2,975 shares; 2026Q1: 2,955 shares 2,955 $2.02M 0.02% -20 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: 16,959 shares; 2024Q4: 14,823 shares; 2025Q1: 8,139 shares; 2025Q2: 6,254 shares; 2025Q3: 6,217 shares; 2025Q4: 5,752 shares; 2026Q1: 5,742 shares 5,742 $2M 0.02% -10 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,864 shares; 2024Q4: 19,864 shares; 2025Q1: 18,124 shares; 2025Q2: 18,064 shares; 2025Q3: 18,064 shares; 2025Q4: 17,639 shares; 2026Q1: 12,899 shares 12,899 $1.9M 0.02% -4,740 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: 32,477 shares; 2024Q4: 32,392 shares; 2025Q1: 29,982 shares; 2025Q2: 29,637 shares; 2025Q3: 28,288 shares; 2025Q4: 23,948 shares; 2026Q1: 15,266 shares 15,266 $1.8M 0.02% -8,682 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,548 shares; 2024Q4: 9,498 shares; 2025Q1: 9,498 shares; 2025Q2: 9,080 shares; 2025Q3: 9,080 shares; 2025Q4: 8,825 shares; 2026Q1: 8,655 shares 8,655 $1.79M 0.02% -170 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: 6,790 shares; 2024Q4: 6,164 shares; 2025Q1: 5,408 shares; 2025Q2: 5,381 shares; 2025Q3: 5,366 shares; 2025Q4: 5,392 shares; 2026Q1: 5,600 shares 5,600 $1.76M 0.02% +208 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 298 shares; 2025Q1: 302 shares; 2025Q2: 273 shares; 2025Q3: 1,124 shares; 2025Q4: 1,424 shares; 2026Q1: 1,420 shares 1,420 $1.71M 0.02% -4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 744 shares; 2025Q3: 3,950 shares; 2025Q4: 3,978 shares; 2026Q1: 3,857 shares 3,857 $1.68M 0.02% -121 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: 103,315 shares; 2024Q4: 102,089 shares; 2025Q1: 100,973 shares; 2025Q2: 98,610 shares; 2025Q3: 95,450 shares; 2025Q4: 64,102 shares; 2026Q1: 61,211 shares 61,211 $1.65M 0.02% -2,891 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,211 shares; 2024Q4: 17,858 shares; 2025Q1: 17,516 shares; 2025Q2: 15,846 shares; 2025Q3: 14,807 shares; 2025Q4: 9,426 shares; 2026Q1: 8,039 shares 8,039 $1.63M 0.02% -1,387 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 13,707 shares; 2025Q4: 13,707 shares; 2026Q1: 12,527 shares 12,527 $1.62M 0.02% -1,180 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: 7,920 shares; 2024Q4: 7,920 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,920 shares; 2026Q1: 7,245 shares 7,245 $1.61M 0.02% -675 Timeline VUSB 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: 20,425 shares; 2024Q4: 23,445 shares; 2025Q1: 23,445 shares; 2025Q2: 23,445 shares; 2025Q3: 27,460 shares; 2025Q4: 31,460 shares; 2026Q1: 31,460 shares 31,460 $1.56M 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,389 shares; 2025Q1: 3,191 shares; 2025Q2: 3,079 shares; 2025Q3: 3,783 shares; 2025Q4: 3,008 shares; 2026Q1: 2,967 shares 2,967 $1.49M 0.01% -41 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 30,930 shares 30,930 $1.48M 0.01% +30,000 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,968 shares; 2024Q4: 16,750 shares; 2025Q1: 16,417 shares; 2025Q2: 16,417 shares; 2025Q3: 15,917 shares; 2025Q4: 15,917 shares; 2026Q1: 16,059 shares 16,059 $1.48M 0.01% +142 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 840 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 826 shares 826 $1.47M 0.01% -30 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,190 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 12,657 shares; 2025Q4: 12,457 shares; 2026Q1: 12,457 shares 12,457 $1.43M 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,336 shares; 2024Q4: 22,980 shares; 2025Q1: 22,356 shares; 2025Q2: 21,556 shares; 2025Q3: 21,559 shares; 2025Q4: 20,631 shares; 2026Q1: 19,504 shares 19,504 $1.42M 0.01% -1,127 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: 2,860 shares; 2024Q4: 2,854 shares; 2025Q1: 2,847 shares; 2025Q2: 2,775 shares; 2025Q3: 2,430 shares; 2025Q4: 2,190 shares; 2026Q1: 1,785 shares 1,785 $1.41M 0.01% -405 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: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,453 shares; 2026Q1: 15,453 shares 15,453 $1.41M 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,167 shares; 2025Q1: 6,167 shares; 2025Q2: 5,226 shares; 2025Q3: 4,856 shares; 2025Q4: 5,711 shares; 2026Q1: 5,611 shares 5,611 $1.37M 0.01% -100 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: 47,502 shares; 2024Q4: 47,644 shares; 2025Q1: 22,980 shares; 2025Q2: 22,780 shares; 2025Q3: 5,894 shares; 2025Q4: 5,752 shares; 2026Q1: 5,871 shares 5,871 $1.26M 0.01% +119 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: 9,065 shares; 2024Q4: 8,990 shares; 2025Q1: 8,671 shares; 2025Q2: 8,671 shares; 2025Q3: 8,671 shares; 2025Q4: 8,671 shares; 2026Q1: 8,671 shares 8,671 $1.25M 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,440 shares; 2025Q4: 8,440 shares; 2026Q1: 8,440 shares 8,440 $1.23M 0.01% 0 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: 7,584 shares; 2024Q4: 7,584 shares; 2025Q1: 7,883 shares; 2025Q2: 7,883 shares; 2025Q3: 27,838 shares; 2025Q4: 26,193 shares; 2026Q1: 26,228 shares 26,228 $1.21M 0.01% +35 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 3,960 shares; 2025Q4: 3,960 shares; 2026Q1: 3,960 shares 3,960 $1.2M 0.01% 0 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: 14,964 shares; 2024Q4: 14,964 shares; 2025Q1: 15,790 shares; 2025Q2: 15,790 shares; 2025Q3: 15,790 shares; 2025Q4: 14,740 shares; 2026Q1: 17,496 shares 17,496 $1.19M 0.01% +2,756 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $1.14M 0.01% 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: 8,923 shares; 2024Q4: 8,243 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,973 shares; 2025Q4: 5,603 shares; 2026Q1: 5,603 shares 5,603 $1.12M 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 15,275 shares; 2025Q2: 15,275 shares; 2025Q3: 14,359 shares; 2025Q4: 14,359 shares; 2026Q1: 14,359 shares 14,359 $1.12M 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,502 shares; 2026Q1: 8,403 shares 8,403 $1.1M 0.01% -99 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,692 shares; 2025Q3: 22,752 shares; 2025Q4: 22,752 shares; 2026Q1: 22,752 shares 22,752 $1.08M 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,265 shares; 2024Q4: 11,265 shares; 2025Q1: 10,965 shares; 2025Q2: 21,930 shares; 2025Q3: 21,930 shares; 2025Q4: 21,930 shares; 2026Q1: 21,930 shares 21,930 $1.08M 0.01% 0 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: 7,496 shares; 2024Q4: 6,891 shares; 2025Q1: 6,551 shares; 2025Q2: 6,551 shares; 2025Q3: 6,551 shares; 2025Q4: 6,976 shares; 2026Q1: 6,998 shares 6,998 $1.08M 0.01% +22 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: 10,066 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 8,880 shares; 2025Q3: 8,880 shares; 2025Q4: 8,880 shares; 2026Q1: 8,880 shares 8,880 $1.07M 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,479 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 6,193 shares; 2025Q4: 6,193 shares; 2026Q1: 6,193 shares 6,193 $1.07M 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 8,435 shares; 2025Q1: 8,435 shares; 2025Q2: 8,435 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: 7,746 shares 7,746 $1.06M 0.01% +16 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,279 shares; 2025Q3: 5,279 shares; 2025Q4: 5,279 shares; 2026Q1: 5,279 shares 5,279 $1.06M 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,129 shares; 2024Q4: 215,595 shares; 2025Q1: 107,327 shares; 2025Q2: 54,876 shares; 2025Q3: 32,467 shares; 2025Q4: 30,247 shares; 2026Q1: 23,402 shares 23,402 $1.06M 0.01% -6,845 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares 2,660 $1.03M 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,503 shares; 2024Q4: 8,503 shares; 2025Q1: 7,087 shares; 2025Q2: 7,087 shares; 2025Q3: 7,087 shares; 2025Q4: 7,087 shares; 2026Q1: 7,417 shares 7,417 $1.03M 0.01% +330 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,396 shares; 2025Q1: 4,158 shares; 2025Q2: 4,026 shares; 2025Q3: 7,756 shares; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares 7,900 $1.02M 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,030 shares; 2024Q4: 21,915 shares; 2025Q1: 21,915 shares; 2025Q2: 21,240 shares; 2025Q3: 18,834 shares; 2025Q4: 18,883 shares; 2026Q1: 18,499 shares 18,499 $1M 0.01% -384 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: 1,000 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: 4,216 shares 4,216 $990K 0.01% -33 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 715 shares; 2026Q1: 732 shares 732 $970K 0.01% +17 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,080 shares; 2025Q4: 10,220 shares; 2026Q1: 10,220 shares 10,220 $969K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB 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: 9,327 shares; 2025Q4: 9,327 shares; 2026Q1: 9,327 shares 9,327 $963K 0.01% 0 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: 7,960 shares; 2024Q4: 5,500 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,085 shares; 2025Q4: 7,010 shares; 2026Q1: 6,830 shares 6,830 $961K 0.01% -180 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 47,883 shares; 2025Q1: 34,900 shares; 2025Q2: 27,625 shares; 2025Q3: 22,460 shares; 2025Q4: 19,854 shares; 2026Q1: 15,115 shares 15,115 $942K 0.01% -4,739 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: 2,511 shares; 2024Q4: 2,511 shares; 2025Q1: 2,006 shares; 2025Q2: 2,006 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares 2,006 $925K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares 4,320 $919K 0.01% 0 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: 8,220 shares; 2024Q4: 7,070 shares; 2025Q1: 9,570 shares; 2025Q2: 9,570 shares; 2025Q3: 9,570 shares; 2025Q4: 9,570 shares; 2026Q1: 11,513 shares 11,513 $912K 0.01% +1,943 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares 7,400 $896K 0.01% 0 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,643 shares; 2024Q4: 56,643 shares; 2025Q1: 60,593 shares; 2025Q2: 60,593 shares; 2025Q3: 60,593 shares; 2025Q4: 60,593 shares; 2026Q1: 46,593 shares 46,593 $891K 0.01% -14,000 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: 3,712 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,198 shares; 2025Q3: 3,340 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares 3,398 $888K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares 3,370 $879K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,844 shares; 2024Q4: 15,409 shares; 2025Q1: 11,844 shares; 2025Q2: 10,412 shares; 2025Q3: 9,682 shares; 2025Q4: 9,989 shares; 2026Q1: 10,314 shares 10,314 $865K 0.01% +325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,730 shares; 2025Q4: 8,730 shares; 2026Q1: 8,972 shares 8,972 $861K 0.01% +242 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,830 shares; 2024Q4: 25,435 shares; 2025Q1: 21,790 shares; 2025Q2: 20,512 shares; 2025Q3: 18,047 shares; 2025Q4: 18,370 shares; 2026Q1: 18,171 shares 18,171 $859K 0.01% -199 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares; 2026Q1: 6,884 shares 6,884 $856K 0.01% -6 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,706 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 3,796 shares; 2025Q4: 3,731 shares; 2026Q1: 3,701 shares 3,701 $850K 0.01% -30 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 9,533 shares; 2025Q1: 9,533 shares; 2025Q2: 9,533 shares; 2025Q3: 9,533 shares; 2025Q4: 9,533 shares; 2026Q1: 9,533 shares 9,533 $845K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 9,790 shares; 2025Q4: 9,790 shares; 2026Q1: 9,790 shares 9,790 $845K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,474 shares; 2024Q4: 19,314 shares; 2025Q1: 19,314 shares; 2025Q2: 19,314 shares; 2025Q3: 16,709 shares; 2025Q4: 15,691 shares; 2026Q1: 14,191 shares 14,191 $837K 0.01% -1,500 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,036 shares; 2024Q4: 17,225 shares; 2025Q1: 16,891 shares; 2025Q2: 16,875 shares; 2025Q3: 15,728 shares; 2025Q4: 15,583 shares; 2026Q1: 15,583 shares 15,583 $837K 0.01% 0 Timeline ESGV 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: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $819K 0.01% 0 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: not reported; 2026Q1: 11,960 shares 11,960 $815K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 10,960 shares; 2025Q4: 10,860 shares; 2026Q1: 10,860 shares 10,860 $812K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,753 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares 3,725 $809K 0.01% 0 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: 2,134 shares; 2024Q4: 2,109 shares; 2025Q1: 2,051 shares; 2025Q2: 1,981 shares; 2025Q3: 1,881 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares 1,891 $808K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,150 shares 4,150 $781K 0.01% -150 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: 500 shares; 2025Q2: not reported; 2025Q3: 17,535 shares; 2025Q4: 17,535 shares; 2026Q1: 17,535 shares 17,535 $739K 0.01% 0 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP 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: 25,900 shares; 2025Q4: 25,900 shares; 2026Q1: 25,900 shares 25,900 $738K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG 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: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares 6,650 $734K 0.01% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares 1,517 $722K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $715K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,458 shares; 2024Q4: 10,458 shares; 2025Q1: 10,458 shares; 2025Q2: 10,458 shares; 2025Q3: 10,458 shares; 2025Q4: 10,458 shares; 2026Q1: 10,458 shares 10,458 $705K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,756 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares; 2026Q1: 9,756 shares 9,756 $699K 0.01% 0 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: not reported; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 301 shares; 2026Q1: 401 shares 401 $697K 0.01% +100 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: 6,013 shares; 2024Q4: 6,013 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 6,749 shares; 2025Q4: 6,749 shares; 2026Q1: 6,749 shares 6,749 $690K 0.01% 0 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: 29,011 shares; 2024Q4: 28,557 shares; 2025Q1: 29,190 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares 1,717 $686K 0.01% 0 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: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 4,708 shares; 2026Q1: 4,708 shares 4,708 $671K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares 3,060 $666K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 7,575 shares; 2025Q4: 7,575 shares; 2026Q1: 7,575 shares 7,575 $661K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,394 shares; 2025Q1: 2,911 shares; 2025Q2: 835 shares; 2025Q3: 2,133 shares; 2025Q4: 2,177 shares; 2026Q1: 2,155 shares 2,155 $656K 0.01% -22 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: 3,807 shares; 2024Q4: 3,732 shares; 2025Q1: 3,437 shares; 2025Q2: 3,437 shares; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares; 2026Q1: 3,253 shares 3,253 $655K 0.01% -1,452 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $644K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $635K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,226 shares; 2025Q1: 3,226 shares; 2025Q2: 3,226 shares; 2025Q3: 3,226 shares; 2025Q4: 3,226 shares; 2026Q1: 3,226 shares 3,226 $634K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 5,465 shares; 2025Q1: 5,369 shares; 2025Q2: 7,327 shares; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares; 2026Q1: 3,658 shares 3,658 $612K 0.01% -764 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: 7,578 shares; 2024Q4: 6,091 shares; 2025Q1: 5,416 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares 4,666 $607K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,375 shares; 2025Q4: 5,375 shares; 2026Q1: 5,430 shares 5,430 $601K 0.01% +55 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: 1,205 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $597K 0.01% 0 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 28,030 shares; 2025Q4: 28,030 shares; 2026Q1: 28,030 shares 28,030 $584K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 3,893 shares; 2025Q1: 3,893 shares; 2025Q2: 3,893 shares; 2025Q3: 3,657 shares; 2025Q4: 3,717 shares; 2026Q1: 3,741 shares 3,741 $583K 0.01% +24 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $580K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 3,936 shares; 2026Q1: 3,936 shares 3,936 $580K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,026 shares; 2026Q1: 5,026 shares 5,026 $578K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,773 shares; 2024Q4: 11,891 shares; 2025Q1: 11,834 shares; 2025Q2: 11,784 shares; 2025Q3: 10,960 shares; 2025Q4: 10,770 shares; 2026Q1: 9,870 shares 9,870 $576K 0.01% -900 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: 2,694 shares; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,644 shares; 2025Q4: 2,554 shares; 2026Q1: 2,571 shares 2,571 $569K 0.01% +17 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,756 shares; 2025Q4: 2,756 shares; 2026Q1: 2,779 shares 2,779 $565K 0.01% +23 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,572 shares; 2024Q4: 14,473 shares; 2025Q1: 7,140 shares; 2025Q2: 7,075 shares; 2025Q3: 1,667 shares; 2025Q4: 1,552 shares; 2026Q1: 1,682 shares 1,682 $565K 0.01% +130 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: 2,204 shares; 2024Q4: 2,317 shares; 2025Q1: 2,327 shares; 2025Q2: 1,957 shares; 2025Q3: 2,288 shares; 2025Q4: 2,538 shares; 2026Q1: 2,876 shares 2,876 $563K 0.01% +338 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares 1,155 $554K 0.01% 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: 3,309 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,366 shares; 2025Q3: 5,788 shares; 2025Q4: 5,788 shares; 2026Q1: 5,788 shares 5,788 $552K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,977 shares; 2024Q4: 28,280 shares; 2025Q1: 25,395 shares; 2025Q2: 24,920 shares; 2025Q3: 22,020 shares; 2025Q4: 19,985 shares; 2026Q1: 19,600 shares 19,600 $547K 0.01% -385 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,105 shares 5,105 $541K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 3,587 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,387 shares 3,387 $539K 0.01% -200 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 6,238 shares; 2025Q1: 5,688 shares; 2025Q2: 5,383 shares; 2025Q3: 5,188 shares; 2025Q4: 5,083 shares; 2026Q1: 5,083 shares 5,083 $535K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 10,132 shares; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares; 2025Q3: 11,020 shares; 2025Q4: 11,020 shares; 2026Q1: 11,020 shares 11,020 $512K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,588 shares; 2024Q4: 14,158 shares; 2025Q1: 14,158 shares; 2025Q2: 13,803 shares; 2025Q3: 8,265 shares; 2025Q4: 8,245 shares; 2026Q1: 8,507 shares 8,507 $499K <0.01% +262 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares 1,533 $494K <0.01% 0 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: 2,558 shares; 2024Q4: 3,206 shares; 2025Q1: 3,539 shares; 2025Q2: 3,388 shares; 2025Q3: 3,307 shares; 2025Q4: 3,572 shares; 2026Q1: 3,572 shares 3,572 $493K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,643 shares; 2024Q4: 18,324 shares; 2025Q1: 14,478 shares; 2025Q2: 14,478 shares; 2025Q3: 12,868 shares; 2025Q4: 12,868 shares; 2026Q1: 12,622 shares 12,622 $492K <0.01% -246 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: 22,936 shares; 2024Q4: 22,256 shares; 2025Q1: 5,226 shares; 2025Q2: 4,920 shares; 2025Q3: 8,832 shares; 2025Q4: 3,537 shares; 2026Q1: 3,167 shares 3,167 $488K <0.01% -370 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 5,000 shares 5,000 $488K <0.01% -5,000 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 7,386 shares; 2025Q1: 8,094 shares; 2025Q2: 8,084 shares; 2025Q3: 7,656 shares; 2025Q4: 7,659 shares; 2026Q1: 7,659 shares 7,659 $485K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares 1,370 $484K <0.01% 0 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: 1,080 shares; 2024Q4: 863 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $476K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 15,056 shares; 2025Q1: 14,626 shares; 2025Q2: 14,376 shares; 2025Q3: 13,876 shares; 2025Q4: 12,876 shares; 2026Q1: 13,338 shares 13,338 $475K <0.01% +462 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $464K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,775 shares; 2024Q4: 17,775 shares; 2025Q1: 17,775 shares; 2025Q2: 17,775 shares; 2025Q3: 12,800 shares; 2025Q4: 13,530 shares; 2026Q1: 13,580 shares 13,580 $463K <0.01% +50 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,245 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245 $454K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $442K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $433K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 12,650 shares; 2025Q1: 12,650 shares; 2025Q2: 12,668 shares; 2025Q3: 12,668 shares; 2025Q4: 12,596 shares; 2026Q1: 9,453 shares 9,453 $426K <0.01% -3,143 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: 33,326 shares; 2024Q4: 1,406 shares; 2025Q1: 1,721 shares; 2025Q2: 1,721 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566 $425K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,859 shares; 2024Q4: 45,106 shares; 2025Q1: 20,167 shares; 2025Q2: 1,851 shares; 2025Q3: 1,851 shares; 2025Q4: 2,001 shares; 2026Q1: 2,164 shares 2,164 $420K <0.01% +163 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 616 shares; 2025Q3: 516 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $416K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 175 shares; 2025Q1: 3,391 shares; 2025Q2: 3,041 shares; 2025Q3: 3,041 shares; 2025Q4: 3,041 shares; 2026Q1: 2,721 shares 2,721 $409K <0.01% -320 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: 847 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 863 shares; 2025Q4: 881 shares; 2026Q1: 1,101 shares 1,101 $408K <0.01% +220 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: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 1,517 shares; 2026Q1: 1,523 shares 1,523 $405K <0.01% +6 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,334 shares 1,334 $404K <0.01% -199 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $403K <0.01% 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: 2,000 shares; 2024Q4: 2,440 shares; 2025Q1: 2,795 shares; 2025Q2: 3,145 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 3,045 shares 3,045 $391K <0.01% +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: 1,196 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,702 shares 1,702 $391K <0.01% +274 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,272 shares; 2025Q1: 2,122 shares; 2025Q2: 1,857 shares; 2025Q3: 1,857 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares 1,792 $386K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $382K <0.01% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $379K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $378K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $355K <0.01% 0 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: 7,795 shares; 2024Q4: 8,100 shares; 2025Q1: 8,060 shares; 2025Q2: 7,570 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares 4,935 $348K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,119 shares; 2024Q4: 2,119 shares; 2025Q1: 2,119 shares; 2025Q2: 2,119 shares; 2025Q3: 2,119 shares; 2025Q4: 2,119 shares; 2026Q1: 2,139 shares 2,139 $346K <0.01% +20 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: 4,926 shares; 2024Q4: 4,426 shares; 2025Q1: 4,384 shares; 2025Q2: 4,168 shares; 2025Q3: 4,038 shares; 2025Q4: 4,038 shares; 2026Q1: 4,038 shares 4,038 $345K <0.01% 0 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: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,259 shares 2,259 $342K <0.01% 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: 4,631 shares; 2024Q4: 4,600 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,300 shares; 2025Q4: 3,340 shares; 2026Q1: 3,364 shares 3,364 $342K <0.01% +24 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 1,845 shares; 2025Q4: 1,845 shares; 2026Q1: 2,745 shares 2,745 $337K <0.01% +900 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: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares; 2026Q1: 1,224 shares 1,224 $333K <0.01% -200 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,645 shares; 2025Q3: 4,765 shares; 2025Q4: 4,765 shares; 2026Q1: 3,525 shares 3,525 $332K <0.01% -1,240 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 9,617 shares; 2025Q1: 8,617 shares; 2025Q2: 7,539 shares; 2025Q3: 5,307 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $326K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,386 shares; 2025Q1: 3,386 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 1,934 shares; 2026Q1: 1,934 shares 1,934 $325K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $322K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $307K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares 2,402 $303K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 2,359 shares 2,359 $301K <0.01% +1,259 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $299K <0.01% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,975 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares; 2026Q1: 8,340 shares 8,340 $294K <0.01% -2,800 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $294K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares 2,175 $290K <0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $290K <0.01% 0 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: 731 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 698 shares; 2025Q3: 340 shares; 2025Q4: 273 shares; 2026Q1: 277 shares 277 $285K <0.01% +4 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: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 1,120 shares; 2026Q1: 1,080 shares 1,080 $285K <0.01% -40 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,232 shares; 2026Q1: 10,000 shares 10,000 $283K <0.01% -232 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,215 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065 $281K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 826 shares 826 $277K <0.01% +251 Timeline VONG 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: 3,123 shares; 2024Q4: 2,831 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares; 2026Q1: 2,407 shares 2,407 $276K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $275K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,167 shares; 2025Q1: 3,104 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares 2,799 $272K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $260K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: not reported; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares 5,730 $257K <0.01% 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: 911 shares; 2024Q4: 731 shares; 2025Q1: 656 shares; 2025Q2: 506 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 1,729 shares 1,729 $257K <0.01% +1,373 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: 3,096 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares 2,646 $257K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 210 shares; 2025Q4: 343 shares; 2026Q1: 551 shares 551 $257K <0.01% +208 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,300 shares; 2026Q1: 2,250 shares 2,250 $256K <0.01% -50 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares 1,155 $254K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 650 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $251K <0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,473 shares; 2024Q4: 6,473 shares; 2025Q1: 6,473 shares; 2025Q2: 6,473 shares; 2025Q3: 6,473 shares; 2025Q4: 6,473 shares; 2026Q1: 6,473 shares 6,473 $246K <0.01% 0 Timeline VONV 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: 3,545 shares; 2024Q4: 3,195 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $239K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,461 shares; 2024Q4: 43,552 shares; 2025Q1: 19,229 shares; 2025Q2: 19,229 shares; 2025Q3: 19,148 shares; 2025Q4: 3,214 shares; 2026Q1: 2,864 shares 2,864 $229K <0.01% -350 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 1,975 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $227K <0.01% 0 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: 206 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 249 shares 249 $226K <0.01% +47 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: 20,815 shares; 2024Q4: 19,815 shares; 2025Q1: 17,545 shares; 2025Q2: 17,545 shares; 2025Q3: 16,955 shares; 2025Q4: 16,955 shares; 2026Q1: 18,452 shares 18,452 $224K <0.01% +1,497 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: 589 shares; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 552 shares 552 $222K <0.01% +12 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525 $218K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 730 shares 730 $217K <0.01% +30 Timeline IJT 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: 1,200 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $205K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 2,237 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $204K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,067 shares; 2026Q1: 1,030 shares 1,030 $203K <0.01% -37 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,165 shares; 2025Q1: 3,165 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares 3,155 $203K <0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $202K <0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,680 shares; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: 4,680 shares 4,680 $200K <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $192K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,662 shares; 2025Q1: 1,662 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,220 shares; 2026Q1: 870 shares 870 $190K <0.01% -350 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,835 shares; 2025Q2: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares 3,835 $183K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $183K <0.01% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $182K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 1,790 shares; 2025Q3: 1,570 shares; 2025Q4: 2,237 shares; 2026Q1: 2,237 shares 2,237 $180K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 40 shares; 2025Q4: 62 shares; 2026Q1: 52 shares 52 $178K <0.01% -10 Timeline DISV 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: 6,060 shares; 2025Q2: 6,060 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares; 2026Q1: 6,060 shares 6,060 $176K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $173K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 3,038 shares; 2026Q1: 3,000 shares 3,000 $171K <0.01% -38 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 1,475 shares; 2025Q1: 1,405 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,415 shares 1,415 $171K <0.01% +310 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $171K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $171K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 911 shares 911 $170K <0.01% +711 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $169K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 900 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $167K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 311 shares 311 $167K <0.01% -70 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: 2,892 shares; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,947 shares 2,947 $164K <0.01% +212 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,027 shares; 2024Q4: 33,027 shares; 2025Q1: 15,029 shares; 2025Q2: 14,854 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $160K <0.01% 0 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 5,031 shares; 2025Q4: 5,031 shares; 2026Q1: 5,031 shares 5,031 $160K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $159K <0.01% 0 Timeline VGIT 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: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $159K <0.01% 0 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: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,579 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares 1,579 $159K <0.01% 0 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: 759 shares; 2024Q4: 670 shares; 2025Q1: 2,005 shares; 2025Q2: 2,105 shares; 2025Q3: 1,605 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares 2,249 $159K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 10,657 shares; 2025Q1: 8,657 shares; 2025Q2: 8,657 shares; 2025Q3: 8,657 shares; 2025Q4: 8,851 shares; 2026Q1: 8,657 shares 8,657 $158K <0.01% -194 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270 shares 270 $158K <0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares 2,455 $157K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 480 shares 480 $154K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares 1,295 $152K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,140 shares 2,140 $148K <0.01% -103 Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,333 shares; 2026Q1: 8,333 shares 8,333 $148K <0.01% 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: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122 $146K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares 2,475 $146K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 895 shares 895 $144K <0.01% -165 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $140K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 816 shares; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 816 shares 816 $140K <0.01% 0 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $135K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,086 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086 $134K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $131K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,068 shares; 2026Q1: 1,596 shares 1,596 $131K <0.01% -472 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $130K <0.01% 0 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,145 shares; 2025Q3: 2,710 shares; 2025Q4: 3,715 shares; 2026Q1: 3,075 shares 3,075 $126K <0.01% -640 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $125K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 958 shares; 2025Q1: 936 shares; 2025Q2: 590 shares; 2025Q3: 510 shares; 2025Q4: 460 shares; 2026Q1: 435 shares 435 $125K <0.01% -25 Timeline ESGU 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: 1,437 shares; 2024Q4: 1,017 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $123K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,334 shares 1,334 $123K <0.01% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $121K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,174 shares; 2024Q4: 6,144 shares; 2025Q1: 5,289 shares; 2025Q2: 5,289 shares; 2025Q3: 4,335 shares; 2025Q4: 3,020 shares; 2026Q1: 2,850 shares 2,850 $120K <0.01% -170 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: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,175 shares; 2025Q3: 12,400 shares; 2025Q4: 12,370 shares; 2026Q1: 1,050 shares 1,050 $116K <0.01% -11,320 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,640 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $114K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 800 shares; 2025Q1: 781 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 450 shares; 2026Q1: 541 shares 541 $114K <0.01% +91 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 157 shares 157 $114K <0.01% -10 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,169 shares; 2026Q1: 7,831 shares 7,831 $113K <0.01% -1,338 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,236 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares 1,986 $113K <0.01% 0 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: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $113K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 718 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $113K <0.01% 0 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 6,917 shares; 2025Q1: 6,917 shares; 2025Q2: 6,917 shares; 2025Q3: 6,917 shares; 2025Q4: 6,917 shares; 2026Q1: 6,917 shares 6,917 $112K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,460 shares; 2025Q1: 1,558 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,582 shares; 2026Q1: 1,530 shares 1,530 $112K <0.01% -52 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323 shares 323 $111K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,107 shares; 2024Q4: 7,107 shares; 2025Q1: 7,107 shares; 2025Q2: 7,107 shares; 2025Q3: 7,107 shares; 2025Q4: 7,107 shares; 2026Q1: 7,107 shares 7,107 $110K <0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,437 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares 1,437 $109K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,389 shares; 2025Q1: 7,050 shares; 2025Q2: 4,840 shares; 2025Q3: 1,890 shares; 2025Q4: 1,460 shares; 2026Q1: 1,360 shares 1,360 $104K <0.01% -100 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares 1,397 $104K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 315 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 400 shares; 2025Q4: 295 shares; 2026Q1: 485 shares 485 $104K <0.01% +190 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $102K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 4,597 shares; 2025Q1: 4,597 shares; 2025Q2: 4,597 shares; 2025Q3: 4,097 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares 4,097 $102K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $101K <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,931 shares 1,931 $99.3K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,835 shares; 2024Q4: 11,835 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $98.8K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $98.6K <0.01% 0 Timeline EML EASTERN CO More: the full row for EASTERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $97.8K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 400 shares 400 $95.5K <0.01% +200 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $89.9K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $89.6K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 749 shares 749 $88.7K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 6,781 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 100 shares; 2026Q1: 75 shares 75 $87.9K <0.01% -25 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $87.2K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,642 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares 1,202 $86K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $85.9K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $85.1K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 1,988 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,988 shares; 2025Q4: 1,988 shares; 2026Q1: 1,328 shares 1,328 $85K <0.01% -660 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320 $85K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $79.1K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $78.9K <0.01% 0 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: 2,517 shares; 2024Q4: 2,517 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,170 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $78.1K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 3,589 shares; 2026Q1: 4,423 shares 4,423 $76.7K <0.01% +834 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 9,608 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233 $76.2K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,951 shares; 2024Q4: 9,723 shares; 2025Q1: 8,973 shares; 2025Q2: 8,973 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 947 shares 947 $75.1K <0.01% -7,753 Timeline COGT COGENT BIOSCIENCES INC More: the full row for COGENT BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares 2,000 $72.7K <0.01% +1,000 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,010 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 700 shares; 2026Q1: 555 shares 555 $67.4K <0.01% -145 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: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $67.3K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,271 shares; 2025Q1: 1,271 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares 1,271 $66.8K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $64.7K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $64.7K <0.01% 0 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,822 shares 1,822 $64.4K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 163 shares 163 $63.8K <0.01% +28 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $59K <0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $58.5K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $58.1K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $57.7K <0.01% 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: 2,092 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,174 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $57.2K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $56.7K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares 937 $56.7K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,757 shares; 2026Q1: 1,653 shares 1,653 $56.5K <0.01% -104 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $55.8K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,571 shares; 2024Q4: 7,100 shares; 2025Q1: 3,500 shares; 2025Q2: 2,970 shares; 2025Q3: 1,840 shares; 2025Q4: 1,740 shares; 2026Q1: 1,765 shares 1,765 $55K <0.01% +25 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $54.4K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,907 shares 1,907 $52.3K <0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $52.2K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 1,581 shares; 2025Q4: 1,518 shares; 2026Q1: 1,134 shares 1,134 $51.5K <0.01% -384 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 4,512 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares 2,130 $50.5K <0.01% 0 Timeline VNLA 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: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $49.2K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 725 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $48.6K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $48.4K <0.01% 0 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $48K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares 1,595 $47.4K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $44.2K <0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $44K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $42.5K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $42.5K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $42.3K <0.01% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $42.3K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $41.8K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $41.6K <0.01% new Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 360 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $40.2K <0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 392 shares; 2026Q1: 392 shares 392 $38.4K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares 182 $37.8K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 992 shares 992 $37.3K <0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 50 shares 50 $36.9K <0.01% -17 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 522 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $36.4K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares 1,008 $36.4K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares 1,492 $34.6K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 450 shares 450 $34.5K <0.01% +378 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $34.3K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 2,833 shares; 2025Q4: 2,592 shares; 2026Q1: 2,540 shares 2,540 $34.2K <0.01% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $33.9K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 200 shares; 2026Q1: 200 shares 200 $33.4K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 432 shares; 2026Q1: 432 shares 432 $33K <0.01% 0 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE 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: not reported; 2025Q4: not reported; 2026Q1: 840 shares 840 $32.2K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $30.6K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 571 shares 571 $29.6K <0.01% new 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: 27 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $29.5K <0.01% 0 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,803 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares 1,803 $29.5K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 415 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $29.5K <0.01% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,613 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $29.2K <0.01% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,364 shares; 2026Q1: 1,203 shares 1,203 $28.9K <0.01% -161 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $28.8K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $28.6K <0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $28.3K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares 94 $28.2K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $27.8K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $27.2K <0.01% 0 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $26.5K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 134 shares 134 $25.5K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares 105 $25.5K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $25.4K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares 403 $25.3K <0.01% new Timeline CDZI CADIZ INC More: the full row for CADIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $24.8K <0.01% 0 Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 5,949 shares; 2025Q1: 5,949 shares; 2025Q2: 5,949 shares; 2025Q3: 5,949 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $23.9K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: not reported; 2026Q1: 120 shares 120 $23.7K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $23.6K <0.01% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,741 shares; 2024Q4: 14,741 shares; 2025Q1: 14,740 shares; 2025Q2: 14,740 shares; 2025Q3: 4,456 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799 $23.6K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E 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: 1,258 shares 1,258 $23.3K <0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $23.2K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691 $22.6K <0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $22.1K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $22.1K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares 926 $21.9K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares 440 $21.8K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 297 shares 297 $21.1K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 147 shares 147 $21K <0.01% -486 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares 1,225 $21K <0.01% 0 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: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $20.6K <0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 68 shares 68 $20.6K <0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $19.8K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182 shares 182 $19.1K <0.01% new Timeline SCZ 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $19K <0.01% 0 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18.7K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $18.1K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $17.5K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $17.1K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $17K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $16.4K <0.01% 0 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 172 shares; 2026Q1: 172 shares 172 $16.4K <0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272 $16.2K <0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $16.2K <0.01% 0 Timeline