ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599,176 shares; 2024Q4: 2,599,176 shares; 2025Q1: 2,382,041 shares; 2025Q2: 2,347,722 shares; 2025Q3: 2,586,253 shares; 2025Q4: 2,391,373 shares; 2026Q1: 2,342,199 shares 2,342,199 $227M 20.12% -49,174 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472,250 shares; 2024Q4: 2,483,760 shares; 2025Q1: 2,410,102 shares; 2025Q2: 2,397,655 shares; 2025Q3: 2,381,322 shares; 2025Q4: 2,333,788 shares; 2026Q1: 2,310,836 shares 2,310,836 $89.8M 7.95% -22,952 Timeline DCOR 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: 17,208 shares; 2024Q4: 17,210 shares; 2025Q1: 125,771 shares; 2025Q2: 407,930 shares; 2025Q3: 631,384 shares; 2025Q4: 721,936 shares; 2026Q1: 989,477 shares 989,477 $71.3M 6.32% +267,541 Timeline DFAX 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: 996,138 shares; 2024Q4: 993,253 shares; 2025Q1: 1,100,527 shares; 2025Q2: 1,252,551 shares; 2025Q3: 1,379,082 shares; 2025Q4: 1,428,375 shares; 2026Q1: 1,573,458 shares 1,573,458 $53.5M 4.73% +145,083 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: 32,440 shares; 2024Q4: 32,522 shares; 2025Q1: 440,358 shares; 2025Q2: 467,099 shares; 2025Q3: 491,087 shares; 2025Q4: 508,833 shares; 2026Q1: 515,285 shares 515,285 $38.7M 3.43% +6,452 Timeline DFAI 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: 849,950 shares; 2024Q4: 895,035 shares; 2025Q1: 893,680 shares; 2025Q2: 902,412 shares; 2025Q3: 896,025 shares; 2025Q4: 855,347 shares; 2026Q1: 844,333 shares 844,333 $32.9M 2.91% -11,014 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,645 shares; 2024Q4: 337,724 shares; 2025Q1: 337,618 shares; 2025Q2: 335,693 shares; 2025Q3: 334,596 shares; 2025Q4: 334,036 shares; 2026Q1: 332,836 shares 332,836 $29.7M 2.63% -1,200 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,651 shares; 2024Q4: 390,651 shares; 2025Q1: 389,546 shares; 2025Q2: 386,546 shares; 2025Q3: 386,546 shares; 2025Q4: 386,546 shares; 2026Q1: 386,546 shares 386,546 $27M 2.39% 0 Timeline DFUV 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: 22,382 shares; 2024Q4: 22,382 shares; 2025Q1: 530,110 shares; 2025Q2: 549,843 shares; 2025Q3: 547,891 shares; 2025Q4: 546,827 shares; 2026Q1: 544,342 shares 544,342 $26.4M 2.34% -2,485 Timeline DFIV 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: 25,332 shares; 2024Q4: 25,386 shares; 2025Q1: 363,521 shares; 2025Q2: 367,859 shares; 2025Q3: 371,527 shares; 2025Q4: 387,669 shares; 2026Q1: 386,221 shares 386,221 $20.4M 1.81% -1,448 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,976 shares; 2024Q4: 6,976 shares; 2025Q1: 224,275 shares; 2025Q2: 227,424 shares; 2025Q3: 227,525 shares; 2025Q4: 247,036 shares; 2026Q1: 252,204 shares 252,204 $17.9M 1.59% +5,168 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: 76,638 shares; 2024Q4: 76,914 shares; 2025Q1: 75,437 shares; 2025Q2: 73,664 shares; 2025Q3: 77,504 shares; 2025Q4: 75,037 shares; 2026Q1: 69,914 shares 69,914 $17.7M 1.57% -5,123 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 217,176 shares; 2026Q1: 219,148 shares 219,148 $16.6M 1.47% +1,972 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: 478,275 shares; 2024Q4: 483,365 shares; 2025Q1: 445,081 shares; 2025Q2: 439,644 shares; 2025Q3: 436,602 shares; 2025Q4: 423,681 shares; 2026Q1: 418,585 shares 418,585 $16.5M 1.46% -5,096 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,516 shares; 2024Q4: 202,350 shares; 2025Q1: 202,350 shares; 2025Q2: 200,354 shares; 2025Q3: 199,662 shares; 2025Q4: 195,757 shares; 2026Q1: 193,374 shares 193,374 $15.8M 1.4% -2,383 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,052 shares; 2024Q4: 139,513 shares; 2025Q1: 155,934 shares; 2025Q2: 153,196 shares; 2025Q3: 152,780 shares; 2025Q4: 168,257 shares; 2026Q1: 164,784 shares 164,784 $14.6M 1.29% -3,473 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: 77,543 shares; 2024Q4: 77,377 shares; 2025Q1: 77,311 shares; 2025Q2: 78,064 shares; 2025Q3: 77,363 shares; 2025Q4: 76,404 shares; 2026Q1: 72,816 shares 72,816 $14M 1.24% -3,588 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,964 shares; 2024Q4: 292,952 shares; 2025Q1: 292,429 shares; 2025Q2: 296,957 shares; 2025Q3: 296,746 shares; 2025Q4: 296,746 shares; 2026Q1: 170,065 shares 170,065 $13.9M 1.23% -126,681 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: 68,210 shares; 2024Q4: 66,020 shares; 2025Q1: 66,583 shares; 2025Q2: 70,692 shares; 2025Q3: 69,700 shares; 2025Q4: 70,298 shares; 2026Q1: 71,105 shares 71,105 $12.4M 1.1% +807 Timeline DFAR 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: 54,073 shares; 2025Q2: 148,232 shares; 2025Q3: 260,677 shares; 2025Q4: 352,787 shares; 2026Q1: 462,365 shares 462,365 $10.9M 0.97% +109,578 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: 55,675 shares; 2024Q4: 55,317 shares; 2025Q1: 54,351 shares; 2025Q2: 55,188 shares; 2025Q3: 55,416 shares; 2025Q4: 53,966 shares; 2026Q1: 52,725 shares 52,725 $9.79M 0.87% -1,241 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: 90,351 shares; 2024Q4: 90,146 shares; 2025Q1: 67,817 shares; 2025Q2: 66,526 shares; 2025Q3: 67,195 shares; 2025Q4: 67,738 shares; 2026Q1: 66,098 shares 66,098 $9.43M 0.83% -1,640 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 83,858 shares; 2025Q2: 80,884 shares; 2025Q3: 80,884 shares; 2025Q4: 80,884 shares; 2026Q1: 79,583 shares 79,583 $8.85M 0.78% -1,301 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 22,129 shares; 2025Q2: 23,783 shares; 2025Q3: 25,500 shares; 2025Q4: 28,431 shares; 2026Q1: 28,475 shares 28,475 $6.42M 0.57% +44 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: 10,203 shares; 2024Q4: 9,304 shares; 2025Q1: 9,766 shares; 2025Q2: 9,589 shares; 2025Q3: 9,699 shares; 2025Q4: 9,663 shares; 2026Q1: 9,700 shares 9,700 $6.31M 0.56% +37 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: 440 shares; 2024Q4: 442 shares; 2025Q1: 26,770 shares; 2025Q2: 29,338 shares; 2025Q3: 32,461 shares; 2025Q4: 35,757 shares; 2026Q1: 35,916 shares 35,916 $6.21M 0.55% +159 Timeline DFLV 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: 197,600 shares; 2024Q4: 210,960 shares; 2025Q1: 199,943 shares; 2025Q2: 197,594 shares; 2025Q3: 189,739 shares; 2025Q4: 175,324 shares; 2026Q1: 164,233 shares 164,233 $5.86M 0.52% -11,091 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: 39,770 shares; 2024Q4: 37,745 shares; 2025Q1: 40,122 shares; 2025Q2: 41,433 shares; 2025Q3: 41,014 shares; 2025Q4: 35,170 shares; 2026Q1: 34,073 shares 34,073 $5.78M 0.51% -1,097 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: 33,781 shares; 2024Q4: 33,781 shares; 2025Q1: 33,781 shares; 2025Q2: 33,781 shares; 2025Q3: 33,131 shares; 2025Q4: 33,131 shares; 2026Q1: 33,131 shares 33,131 $5.6M 0.5% 0 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: 9,788 shares; 2024Q4: 11,308 shares; 2025Q1: 13,825 shares; 2025Q2: 14,159 shares; 2025Q3: 14,164 shares; 2025Q4: 14,323 shares; 2026Q1: 15,828 shares 15,828 $5.08M 0.45% +1,505 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: 33,531 shares; 2024Q4: 33,478 shares; 2025Q1: 33,829 shares; 2025Q2: 33,775 shares; 2025Q3: 33,923 shares; 2025Q4: 33,773 shares; 2026Q1: 35,315 shares 35,315 $5.02M 0.44% +1,542 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,227 shares; 2024Q4: 53,083 shares; 2025Q1: 53,330 shares; 2025Q2: 53,221 shares; 2025Q3: 56,052 shares; 2025Q4: 56,903 shares; 2026Q1: 55,368 shares 55,368 $4.86M 0.43% -1,535 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: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,229 shares; 2025Q2: 6,242 shares; 2025Q3: 6,269 shares; 2025Q4: 6,344 shares; 2026Q1: 7,768 shares 7,768 $4.64M 0.41% +1,424 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 94,115 shares; 2025Q2: 97,797 shares; 2025Q3: 88,511 shares; 2025Q4: 89,594 shares; 2026Q1: 94,437 shares 94,437 $4.39M 0.39% +4,843 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,496 shares; 2024Q4: 6,503 shares; 2025Q1: 9,004 shares; 2025Q2: 9,805 shares; 2025Q3: 50,100 shares; 2025Q4: 57,198 shares; 2026Q1: 74,124 shares 74,124 $4.29M 0.38% +16,926 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: 40,114 shares; 2024Q4: 40,114 shares; 2025Q1: 40,503 shares; 2025Q2: 40,608 shares; 2025Q3: 39,921 shares; 2025Q4: 40,065 shares; 2026Q1: 36,867 shares 36,867 $4.11M 0.36% -3,198 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: 52,004 shares; 2024Q4: 54,207 shares; 2025Q1: 53,187 shares; 2025Q2: 52,597 shares; 2025Q3: 51,621 shares; 2025Q4: 51,375 shares; 2026Q1: 48,634 shares 48,634 $3.7M 0.33% -2,741 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: 21,388 shares; 2024Q4: 21,295 shares; 2025Q1: 20,226 shares; 2025Q2: 18,984 shares; 2025Q3: 18,380 shares; 2025Q4: 18,552 shares; 2026Q1: 11,594 shares 11,594 $3.59M 0.32% -6,958 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,687 shares; 2025Q1: 42,375 shares; 2025Q2: 42,375 shares; 2025Q3: 42,375 shares; 2025Q4: 42,375 shares; 2026Q1: 42,375 shares 42,375 $3.42M 0.3% 0 Timeline DFGR 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: 142,958 shares; 2024Q4: 159,330 shares; 2025Q1: 147,143 shares; 2025Q2: 141,374 shares; 2025Q3: 139,094 shares; 2025Q4: 129,964 shares; 2026Q1: 127,832 shares 127,832 $3.4M 0.3% -2,132 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: 26,495 shares; 2024Q4: 27,154 shares; 2025Q1: 25,815 shares; 2025Q2: 26,435 shares; 2025Q3: 24,360 shares; 2025Q4: 24,032 shares; 2026Q1: 25,520 shares 25,520 $3.17M 0.28% +1,488 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: 14,780 shares; 2024Q4: 14,780 shares; 2025Q1: 11,727 shares; 2025Q2: 11,443 shares; 2025Q3: 15,250 shares; 2025Q4: 15,229 shares; 2026Q1: 15,228 shares 15,228 $3.15M 0.28% -1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,754 shares; 2024Q4: 15,793 shares; 2025Q1: 15,507 shares; 2025Q2: 17,020 shares; 2025Q3: 16,889 shares; 2025Q4: 16,903 shares; 2026Q1: 10,834 shares 10,834 $3.11M 0.28% -6,069 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 132,727 shares; 2026Q1: 164,216 shares 164,216 $3.1M 0.27% +31,489 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: 58,497 shares; 2024Q4: 58,794 shares; 2025Q1: 57,371 shares; 2025Q2: 57,372 shares; 2025Q3: 61,092 shares; 2025Q4: 56,630 shares; 2026Q1: 54,714 shares 54,714 $3.08M 0.27% -1,916 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: 12,442 shares; 2024Q4: 12,753 shares; 2025Q1: 14,260 shares; 2025Q2: 14,120 shares; 2025Q3: 14,165 shares; 2025Q4: 14,071 shares; 2026Q1: 12,006 shares 12,006 $2.93M 0.26% -2,065 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: 2,416 shares; 2024Q4: 1,199 shares; 2025Q1: 2,571 shares; 2025Q2: 1,522 shares; 2025Q3: 1,233 shares; 2025Q4: 2,024 shares; 2026Q1: 6,779 shares 6,779 $2.89M 0.26% +4,755 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 14,506 shares; 2025Q4: 14,333 shares; 2026Q1: 14,392 shares 14,392 $2.82M 0.25% +59 Timeline DFUS 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: 40,655 shares; 2024Q4: 40,655 shares; 2025Q1: 40,655 shares; 2025Q2: 40,882 shares; 2025Q3: 40,926 shares; 2025Q4: 39,720 shares; 2026Q1: 39,815 shares 39,815 $2.82M 0.25% +95 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,831 shares; 2025Q3: 3,967 shares; 2025Q4: 3,913 shares; 2026Q1: 3,948 shares 3,948 $2.8M 0.25% +35 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: 3,306 shares; 2024Q4: 3,087 shares; 2025Q1: 2,129 shares; 2025Q2: 1,964 shares; 2025Q3: 2,594 shares; 2025Q4: 2,040 shares; 2026Q1: 2,988 shares 2,988 $2.75M 0.24% +948 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: 13,975 shares; 2024Q4: 14,962 shares; 2025Q1: 14,919 shares; 2025Q2: 15,067 shares; 2025Q3: 15,315 shares; 2025Q4: 14,835 shares; 2026Q1: 11,878 shares 11,878 $2.58M 0.23% -2,957 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,567 shares; 2024Q4: 48,567 shares; 2025Q1: 46,497 shares; 2025Q2: 46,497 shares; 2025Q3: 46,497 shares; 2025Q4: 46,497 shares; 2026Q1: 45,400 shares 45,400 $2.49M 0.22% -1,097 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,436 shares; 2025Q2: 26,436 shares; 2025Q3: 26,436 shares; 2025Q4: 26,436 shares; 2026Q1: 26,436 shares 26,436 $2.48M 0.22% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 7,655 shares; 2025Q1: 7,811 shares; 2025Q2: 7,643 shares; 2025Q3: 7,533 shares; 2025Q4: 7,352 shares; 2026Q1: 4,905 shares 4,905 $2.35M 0.21% -2,447 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares; 2025Q2: 29,730 shares; 2025Q3: 29,730 shares; 2025Q4: 29,730 shares; 2026Q1: 29,730 shares 29,730 $2.34M 0.21% 0 Timeline DFAU 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: 53,748 shares; 2024Q4: 53,310 shares; 2025Q1: 53,030 shares; 2025Q2: 53,001 shares; 2025Q3: 52,598 shares; 2025Q4: 51,728 shares; 2026Q1: 50,467 shares 50,467 $2.28M 0.2% -1,261 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,465 shares; 2025Q2: 12,465 shares; 2025Q3: 12,465 shares; 2025Q4: 12,465 shares; 2026Q1: 12,465 shares 12,465 $2.26M 0.2% 0 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: 18,906 shares; 2024Q4: 18,654 shares; 2025Q1: 17,779 shares; 2025Q2: 17,334 shares; 2025Q3: 17,279 shares; 2025Q4: 17,448 shares; 2026Q1: 16,520 shares 16,520 $2.25M 0.2% -928 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: 22,991 shares; 2024Q4: 22,991 shares; 2025Q1: 22,961 shares; 2025Q2: 22,961 shares; 2025Q3: 23,665 shares; 2025Q4: 23,400 shares; 2026Q1: 23,596 shares 23,596 $2.2M 0.2% +196 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: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 10,135 shares; 2025Q2: 10,124 shares; 2025Q3: 10,118 shares; 2025Q4: 10,218 shares; 2026Q1: 10,118 shares 10,118 $2.18M 0.19% -100 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: 832 shares; 2024Q4: 643 shares; 2025Q1: 589 shares; 2025Q2: 1,546 shares; 2025Q3: 1,613 shares; 2025Q4: 2,587 shares; 2026Q1: 2,472 shares 2,472 $2.16M 0.19% -115 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: 7,647 shares; 2024Q4: 2,405 shares; 2025Q1: 7,370 shares; 2025Q2: 4,897 shares; 2025Q3: 3,426 shares; 2025Q4: 6,167 shares; 2026Q1: 9,626 shares 9,626 $2.06M 0.18% +3,459 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: 13,336 shares; 2024Q4: 13,336 shares; 2025Q1: 13,336 shares; 2025Q2: 13,099 shares; 2025Q3: 13,736 shares; 2025Q4: 12,286 shares; 2026Q1: 9,926 shares 9,926 $2.05M 0.18% -2,360 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: 26,763 shares; 2024Q4: 26,764 shares; 2025Q1: 26,307 shares; 2025Q2: 26,351 shares; 2025Q3: 26,519 shares; 2025Q4: 26,634 shares; 2026Q1: 26,393 shares 26,393 $2.04M 0.18% -241 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: 29,158 shares; 2024Q4: 29,158 shares; 2025Q1: 29,129 shares; 2025Q2: 29,129 shares; 2025Q3: 29,230 shares; 2025Q4: 29,002 shares; 2026Q1: 25,994 shares 25,994 $2M 0.18% -3,008 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: 37,015 shares; 2024Q4: 36,199 shares; 2025Q1: 34,318 shares; 2025Q2: 35,139 shares; 2025Q3: 40,412 shares; 2025Q4: 39,770 shares; 2026Q1: 40,980 shares 40,980 $2M 0.18% +1,210 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: 9,040 shares; 2024Q4: 9,128 shares; 2025Q1: 8,654 shares; 2025Q2: 8,660 shares; 2025Q3: 17,536 shares; 2025Q4: 16,875 shares; 2026Q1: 17,576 shares 17,576 $1.99M 0.18% +701 Timeline DUSB 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: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 24,268 shares; 2025Q4: 32,848 shares; 2026Q1: 39,254 shares 39,254 $1.99M 0.18% +6,406 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 14,833 shares; 2025Q1: 20,179 shares; 2025Q2: 20,843 shares; 2025Q3: 20,843 shares; 2025Q4: 20,843 shares; 2026Q1: 25,755 shares 25,755 $1.99M 0.18% +4,912 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: 7,193 shares; 2024Q4: 6,936 shares; 2025Q1: 6,690 shares; 2025Q2: 7,656 shares; 2025Q3: 26,284 shares; 2025Q4: 26,088 shares; 2026Q1: 24,553 shares 24,553 $1.95M 0.17% -1,535 Timeline IMCV 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: 22,656 shares; 2024Q4: 22,656 shares; 2025Q1: 22,656 shares; 2025Q2: 22,656 shares; 2025Q3: 22,656 shares; 2025Q4: 22,656 shares; 2026Q1: 22,656 shares 22,656 $1.92M 0.17% 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: 6,364 shares; 2024Q4: 6,364 shares; 2025Q1: 6,254 shares; 2025Q2: 6,212 shares; 2025Q3: 6,261 shares; 2025Q4: 6,331 shares; 2026Q1: 6,571 shares 6,571 $1.92M 0.17% +240 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 19,331 shares; 2025Q2: 19,331 shares; 2025Q3: 19,174 shares; 2025Q4: 19,174 shares; 2026Q1: 19,032 shares 19,032 $1.9M 0.17% -142 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,582 shares; 2024Q4: 44,082 shares; 2025Q1: 44,082 shares; 2025Q2: 44,082 shares; 2025Q3: 44,082 shares; 2025Q4: 44,082 shares; 2026Q1: 40,082 shares 40,082 $1.85M 0.16% -4,000 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: 3,679 shares; 2024Q4: 3,679 shares; 2025Q1: 3,215 shares; 2025Q2: 3,150 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares; 2026Q1: 3,014 shares 3,014 $1.82M 0.16% -66 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,036 shares; 2024Q4: 14,145 shares; 2025Q1: 12,621 shares; 2025Q2: 12,708 shares; 2025Q3: 13,751 shares; 2025Q4: 13,242 shares; 2026Q1: 14,643 shares 14,643 $1.76M 0.16% +1,401 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: 7,418 shares; 2024Q4: 7,400 shares; 2025Q1: 7,045 shares; 2025Q2: 6,994 shares; 2025Q3: 6,838 shares; 2025Q4: 6,776 shares; 2026Q1: 5,405 shares 5,405 $1.68M 0.15% -1,371 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: 10,983 shares; 2024Q4: 10,951 shares; 2025Q1: 10,948 shares; 2025Q2: 11,004 shares; 2025Q3: 10,845 shares; 2025Q4: 10,845 shares; 2026Q1: 8,421 shares 8,421 $1.67M 0.15% -2,424 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: 1,321 shares; 2024Q4: 1,670 shares; 2025Q1: 3,002 shares; 2025Q2: 3,756 shares; 2025Q3: 3,983 shares; 2025Q4: 4,697 shares; 2026Q1: 4,479 shares 4,479 $1.67M 0.15% -218 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: 43,728 shares; 2024Q4: 43,728 shares; 2025Q1: 43,728 shares; 2025Q2: 43,728 shares; 2025Q3: 43,728 shares; 2025Q4: 42,728 shares; 2026Q1: 41,778 shares 41,778 $1.58M 0.14% -950 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,908 shares; 2025Q2: 20,908 shares; 2025Q3: 20,908 shares; 2025Q4: 20,908 shares; 2026Q1: 20,908 shares 20,908 $1.56M 0.14% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,005 shares; 2024Q4: 118,986 shares; 2025Q1: 118,986 shares; 2025Q2: 118,986 shares; 2025Q3: 118,986 shares; 2025Q4: 118,986 shares; 2026Q1: 122,574 shares 122,574 $1.55M 0.14% +3,588 Timeline JEPQ 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: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 24,900 shares; 2025Q2: 27,900 shares; 2025Q3: 27,900 shares; 2025Q4: 27,900 shares; 2026Q1: 27,900 shares 27,900 $1.55M 0.14% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,714 shares; 2024Q4: 10,714 shares; 2025Q1: 10,714 shares; 2025Q2: 10,275 shares; 2025Q3: 10,311 shares; 2025Q4: 10,311 shares; 2026Q1: 11,616 shares 11,616 $1.54M 0.14% +1,305 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 18,812 shares; 2025Q1: 26,672 shares; 2025Q2: 26,878 shares; 2025Q3: 26,853 shares; 2025Q4: 28,687 shares; 2026Q1: 27,558 shares 27,558 $1.52M 0.13% -1,129 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 18,254 shares; 2025Q2: 17,675 shares; 2025Q3: 17,675 shares; 2025Q4: 17,675 shares; 2026Q1: 17,675 shares 17,675 $1.5M 0.13% 0 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: 1,666 shares; 2024Q4: 2,883 shares; 2025Q1: 1,922 shares; 2025Q2: 2,793 shares; 2025Q3: 2,947 shares; 2025Q4: 3,424 shares; 2026Q1: 4,107 shares 4,107 $1.39M 0.12% +683 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,186 shares; 2025Q2: 17,186 shares; 2025Q3: 17,186 shares; 2025Q4: 17,186 shares; 2026Q1: 17,186 shares 17,186 $1.38M 0.12% 0 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: 3,319 shares; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,319 shares; 2025Q4: 3,399 shares; 2026Q1: 3,170 shares 3,170 $1.38M 0.12% -229 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: 5,244 shares; 2024Q4: 5,244 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,252 shares; 2025Q4: 5,134 shares; 2026Q1: 5,162 shares 5,162 $1.38M 0.12% +28 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: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,630 shares; 2025Q3: 3,685 shares; 2025Q4: 3,659 shares; 2026Q1: 4,225 shares 4,225 $1.34M 0.12% +566 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,657 shares; 2025Q2: 28,657 shares; 2025Q3: 28,657 shares; 2025Q4: 28,657 shares; 2026Q1: 26,392 shares 26,392 $1.34M 0.12% -2,265 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,705 shares; 2024Q4: 21,822 shares; 2025Q1: 21,507 shares; 2025Q2: 23,077 shares; 2025Q3: 26,924 shares; 2025Q4: 22,891 shares; 2026Q1: 23,127 shares 23,127 $1.31M 0.12% +236 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: 1,318 shares; 2024Q4: 1,175 shares; 2025Q1: 1,074 shares; 2025Q2: 906 shares; 2025Q3: 703 shares; 2025Q4: 11,833 shares; 2026Q1: 13,457 shares 13,457 $1.29M 0.11% +1,624 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 17,206 shares; 2025Q2: 17,436 shares; 2025Q3: 17,436 shares; 2025Q4: 17,275 shares; 2026Q1: 17,336 shares 17,336 $1.29M 0.11% +61 Timeline VSGX 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: 19,192 shares; 2025Q2: 19,192 shares; 2025Q3: 19,320 shares; 2025Q4: 17,706 shares; 2026Q1: 17,750 shares 17,750 $1.27M 0.11% +44 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: 20,514 shares; 2024Q4: 16,721 shares; 2025Q1: 16,284 shares; 2025Q2: 15,524 shares; 2025Q3: 15,754 shares; 2025Q4: 15,727 shares; 2026Q1: 16,389 shares 16,389 $1.27M 0.11% +662 Timeline ISCV 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: 18,201 shares; 2024Q4: 18,201 shares; 2025Q1: 17,976 shares; 2025Q2: 17,976 shares; 2025Q3: 17,976 shares; 2025Q4: 17,976 shares; 2026Q1: 17,976 shares 17,976 $1.25M 0.11% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,712 shares; 2025Q2: 14,901 shares; 2025Q3: 16,804 shares; 2025Q4: 16,411 shares; 2026Q1: 16,296 shares 16,296 $1.23M 0.11% -115 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,442 shares; 2025Q1: 2,258 shares; 2025Q2: 2,243 shares; 2025Q3: 2,163 shares; 2025Q4: 2,209 shares; 2026Q1: 2,177 shares 2,177 $1.23M 0.11% -32 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: 1,267 shares; 2024Q4: 678 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 817 shares; 2025Q4: 837 shares; 2026Q1: 911 shares 911 $1.2M 0.11% +74 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: 12,077 shares; 2024Q4: 12,004 shares; 2025Q1: 9,383 shares; 2025Q2: 9,373 shares; 2025Q3: 9,373 shares; 2025Q4: 9,248 shares; 2026Q1: 8,169 shares 8,169 $1.18M 0.1% -1,079 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: 8,644 shares; 2024Q4: 8,903 shares; 2025Q1: 7,934 shares; 2025Q2: 7,954 shares; 2025Q3: 7,856 shares; 2025Q4: 7,933 shares; 2026Q1: 5,184 shares 5,184 $1.17M 0.1% -2,749 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: 6,990 shares; 2024Q4: 6,990 shares; 2025Q1: 7,834 shares; 2025Q2: 8,044 shares; 2025Q3: 8,015 shares; 2025Q4: 6,845 shares; 2026Q1: 6,963 shares 6,963 $1.15M 0.1% +118 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,598 shares; 2024Q4: 22,598 shares; 2025Q1: 16,473 shares; 2025Q2: 16,473 shares; 2025Q3: 16,473 shares; 2025Q4: 16,473 shares; 2026Q1: 16,473 shares 16,473 $1.11M 0.1% 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: 1,553 shares; 2024Q4: 1,623 shares; 2025Q1: 1,418 shares; 2025Q2: 1,583 shares; 2025Q3: 1,472 shares; 2025Q4: 1,263 shares; 2026Q1: 1,234 shares 1,234 $1.04M 0.09% -29 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: 9,457 shares; 2024Q4: 9,457 shares; 2025Q1: 9,380 shares; 2025Q2: 9,398 shares; 2025Q3: 9,387 shares; 2025Q4: 9,296 shares; 2026Q1: 6,693 shares 6,693 $1.04M 0.09% -2,603 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: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,749 shares; 2025Q2: 2,740 shares; 2025Q3: 2,744 shares; 2025Q4: 2,704 shares; 2026Q1: 3,142 shares 3,142 $1.02M 0.09% +438 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: 1,379 shares; 2024Q4: 1,330 shares; 2025Q1: 1,233 shares; 2025Q2: 1,610 shares; 2025Q3: 1,997 shares; 2025Q4: 2,239 shares; 2026Q1: 2,194 shares 2,194 $1.01M 0.09% -45 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: 580 shares; 2024Q4: 640 shares; 2025Q1: 815 shares; 2025Q2: 817 shares; 2025Q3: 5,114 shares; 2025Q4: 7,046 shares; 2026Q1: 6,878 shares 6,878 $1.01M 0.09% -168 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: 4,081 shares; 2024Q4: 4,006 shares; 2025Q1: 4,018 shares; 2025Q2: 4,028 shares; 2025Q3: 4,041 shares; 2025Q4: 4,609 shares; 2026Q1: 5,156 shares 5,156 $1M 0.09% +547 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: 17,555 shares; 2024Q4: 17,330 shares; 2025Q1: 17,241 shares; 2025Q2: 17,013 shares; 2025Q3: 16,448 shares; 2025Q4: 16,147 shares; 2026Q1: 15,965 shares 15,965 $977K 0.09% -182 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,562 shares; 2025Q1: 4,183 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares; 2025Q4: 3,847 shares; 2026Q1: 4,658 shares 4,658 $969K 0.09% +811 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 18,125 shares; 2026Q1: 24,995 shares 24,995 $960K 0.09% +6,870 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: 14,134 shares; 2024Q4: 14,134 shares; 2025Q1: 13,926 shares; 2025Q2: 13,208 shares; 2025Q3: 12,417 shares; 2025Q4: 11,742 shares; 2026Q1: 12,787 shares 12,787 $953K 0.08% +1,045 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: 30,872 shares; 2024Q4: 30,465 shares; 2025Q1: 31,327 shares; 2025Q2: 31,011 shares; 2025Q3: 30,495 shares; 2025Q4: 30,344 shares; 2026Q1: 28,569 shares 28,569 $952K 0.08% -1,775 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: 5,759 shares; 2024Q4: 5,490 shares; 2025Q1: 5,273 shares; 2025Q2: 5,223 shares; 2025Q3: 6,894 shares; 2025Q4: 5,367 shares; 2026Q1: 6,326 shares 6,326 $931K 0.08% +959 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: 5,801 shares; 2024Q4: not reported; 2025Q1: 14,957 shares; 2025Q2: 2,979 shares; 2025Q3: 1,221 shares; 2025Q4: 5,535 shares; 2026Q1: 6,723 shares 6,723 $930K 0.08% +1,188 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,145 shares 2,145 $923K 0.08% +30 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: 19,514 shares; 2024Q4: 14,911 shares; 2025Q1: 14,918 shares; 2025Q2: 14,918 shares; 2025Q3: 14,309 shares; 2025Q4: 14,132 shares; 2026Q1: 13,532 shares 13,532 $920K 0.08% -600 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,307 shares; 2025Q2: 6,307 shares; 2025Q3: 6,307 shares; 2025Q4: 6,307 shares; 2026Q1: 6,307 shares 6,307 $919K 0.08% 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: 17,799 shares; 2024Q4: 9,162 shares; 2025Q1: 14,151 shares; 2025Q2: 13,556 shares; 2025Q3: 13,124 shares; 2025Q4: 12,371 shares; 2026Q1: 12,373 shares 12,373 $889K 0.08% +2 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $863K 0.08% 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: 21,403 shares; 2024Q4: 24,236 shares; 2025Q1: 19,497 shares; 2025Q2: 19,398 shares; 2025Q3: 20,151 shares; 2025Q4: 13,321 shares; 2026Q1: 17,104 shares 17,104 $859K 0.08% +3,783 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,146 shares 11,146 $844K 0.07% new 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: 7,578 shares; 2024Q4: 7,608 shares; 2025Q1: 7,065 shares; 2025Q2: 6,696 shares; 2025Q3: 5,981 shares; 2025Q4: 5,554 shares; 2026Q1: 7,288 shares 7,288 $838K 0.07% +1,734 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: 4,953 shares; 2024Q4: 4,953 shares; 2025Q1: 4,694 shares; 2025Q2: 4,664 shares; 2025Q3: 4,524 shares; 2025Q4: 4,499 shares; 2026Q1: 4,220 shares 4,220 $834K 0.07% -279 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,486 shares; 2025Q4: 5,015 shares; 2026Q1: 6,325 shares 6,325 $829K 0.07% +1,310 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,459 shares; 2024Q4: 17,459 shares; 2025Q1: 18,807 shares; 2025Q2: 17,459 shares; 2025Q3: 17,459 shares; 2025Q4: 17,300 shares; 2026Q1: 16,635 shares 16,635 $821K 0.07% -665 Timeline AIQ 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: 4,910 shares; 2024Q4: 4,910 shares; 2025Q1: 23,090 shares; 2025Q2: 24,290 shares; 2025Q3: 24,290 shares; 2025Q4: 17,640 shares; 2026Q1: 17,409 shares 17,409 $812K 0.07% -231 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: 10,615 shares; 2024Q4: 11,130 shares; 2025Q1: 10,888 shares; 2025Q2: 11,197 shares; 2025Q3: 9,032 shares; 2025Q4: 8,346 shares; 2026Q1: 9,222 shares 9,222 $799K 0.07% +876 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: 2,514 shares; 2024Q4: 2,679 shares; 2025Q1: 2,930 shares; 2025Q2: 2,514 shares; 2025Q3: 2,592 shares; 2025Q4: 2,692 shares; 2026Q1: 3,265 shares 3,265 $792K 0.07% +573 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: 787 shares; 2024Q4: 787 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 12,046 shares 12,046 $772K 0.07% +10,545 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: 739 shares; 2024Q4: 739 shares; 2025Q1: 746 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 700 shares; 2026Q1: 759 shares 759 $757K 0.07% +59 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: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 6,364 shares; 2025Q2: 6,364 shares; 2025Q3: 6,104 shares; 2025Q4: 12,208 shares; 2026Q1: 12,208 shares 12,208 $748K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,623 shares; 2025Q1: 4,465 shares; 2025Q2: 4,232 shares; 2025Q3: 3,384 shares; 2025Q4: 3,033 shares; 2026Q1: 3,029 shares 3,029 $734K 0.07% -4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,426 shares; 2025Q1: 4,258 shares; 2025Q2: 4,354 shares; 2025Q3: 3,664 shares; 2025Q4: 3,625 shares; 2026Q1: 3,864 shares 3,864 $733K 0.06% +239 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: 18,558 shares; 2024Q4: 18,643 shares; 2025Q1: 18,748 shares; 2025Q2: 18,294 shares; 2025Q3: 18,527 shares; 2025Q4: 18,805 shares; 2026Q1: 19,325 shares 19,325 $725K 0.06% +520 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: 2,020 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares 2,006 $720K 0.06% 0 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: 2,309 shares; 2024Q4: 2,416 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,336 shares; 2025Q4: 2,328 shares; 2026Q1: 3,029 shares 3,029 $716K 0.06% +701 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,283 shares 14,283 $711K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,343 shares; 2025Q1: 2,310 shares; 2025Q2: 2,322 shares; 2025Q3: 2,274 shares; 2025Q4: 2,246 shares; 2026Q1: 1,410 shares 1,410 $704K 0.06% -836 Timeline ILCG 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: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: 7,230 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares; 2026Q1: 7,230 shares 7,230 $690K 0.06% 0 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: 1,804 shares; 2024Q4: 1,970 shares; 2025Q1: 2,087 shares; 2025Q2: 2,033 shares; 2025Q3: 2,357 shares; 2025Q4: 2,390 shares; 2026Q1: 2,430 shares 2,430 $690K 0.06% +40 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,100 shares; 2024Q4: 48,100 shares; 2025Q1: 50,100 shares; 2025Q2: 53,600 shares; 2025Q3: 29,800 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $684K 0.06% 0 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: 597 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 708 shares 708 $681K 0.06% +144 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,141 shares; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares 2,566 $672K 0.06% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 11,365 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares; 2026Q1: 11,315 shares 11,315 $662K 0.06% 0 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: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,145 shares; 2026Q1: 1,147 shares 1,147 $662K 0.06% +2 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: 4,331 shares; 2024Q4: 5,381 shares; 2025Q1: 6,207 shares; 2025Q2: 4,983 shares; 2025Q3: 5,661 shares; 2025Q4: 5,697 shares; 2026Q1: 6,115 shares 6,115 $662K 0.06% +418 Timeline SUSA 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: 5,430 shares; 2025Q2: 5,430 shares; 2025Q3: 5,317 shares; 2025Q4: 4,773 shares; 2026Q1: 4,940 shares 4,940 $653K 0.06% +167 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: 24,088 shares; 2024Q4: 14,998 shares; 2025Q1: 18,069 shares; 2025Q2: 17,594 shares; 2025Q3: 16,074 shares; 2025Q4: 14,145 shares; 2026Q1: 14,556 shares 14,556 $642K 0.06% +411 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: 2,460 shares; 2024Q4: 2,653 shares; 2025Q1: 2,226 shares; 2025Q2: 3,866 shares; 2025Q3: 3,890 shares; 2025Q4: 3,546 shares; 2026Q1: 3,478 shares 3,478 $634K 0.06% -68 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 286 shares; 2025Q3: 451 shares; 2025Q4: 3,972 shares; 2026Q1: 4,215 shares 4,215 $634K 0.06% +243 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,429 shares; 2024Q4: 37,429 shares; 2025Q1: 33,666 shares; 2025Q2: 34,120 shares; 2025Q3: 33,090 shares; 2025Q4: 31,739 shares; 2026Q1: 30,825 shares 30,825 $618K 0.05% -914 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: 613 shares; 2024Q4: 711 shares; 2025Q1: 540 shares; 2025Q2: 758 shares; 2025Q3: 660 shares; 2025Q4: 1,099 shares; 2026Q1: 1,805 shares 1,805 $617K 0.05% +706 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,001 shares; 2025Q2: 1,172 shares; 2025Q3: 1,065 shares; 2025Q4: 3,466 shares; 2026Q1: 5,812 shares 5,812 $608K 0.05% +2,346 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,733 shares; 2025Q2: 6,879 shares; 2025Q3: 6,772 shares; 2025Q4: 7,016 shares; 2026Q1: 6,904 shares 6,904 $606K 0.05% -112 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: 7,094 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 10,121 shares; 2025Q3: 10,344 shares; 2025Q4: 7,599 shares; 2026Q1: 6,474 shares 6,474 $601K 0.05% -1,125 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,391 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares; 2025Q4: 11,241 shares; 2026Q1: 11,241 shares 11,241 $600K 0.05% 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: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,644 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 4,390 shares; 2026Q1: 6,968 shares 6,968 $594K 0.05% +2,578 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 624 shares; 2025Q1: 542 shares; 2025Q2: 526 shares; 2025Q3: 297 shares; 2025Q4: 79 shares; 2026Q1: 1,749 shares 1,749 $591K 0.05% +1,670 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 10,594 shares; 2025Q2: 10,594 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares; 2026Q1: 10,548 shares 10,548 $570K 0.05% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 32,303 shares; 2026Q1: 33,945 shares 33,945 $564K 0.05% +1,642 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: 111 shares; 2024Q4: 434 shares; 2025Q1: 347 shares; 2025Q2: 802 shares; 2025Q3: 1,081 shares; 2025Q4: 1,571 shares; 2026Q1: 1,415 shares 1,415 $563K 0.05% -156 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,679 shares; 2024Q4: 562,679 shares; 2025Q1: 562,679 shares; 2025Q2: 562,679 shares; 2025Q3: 562,679 shares; 2025Q4: 562,679 shares; 2026Q1: 562,679 shares 562,679 $563K 0.05% 0 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: 515 shares; 2024Q4: 492 shares; 2025Q1: 567 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 276 shares; 2026Q1: 325 shares 325 $562K 0.05% +49 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: 7,698 shares; 2024Q4: 7,376 shares; 2025Q1: 7,823 shares; 2025Q2: 9,226 shares; 2025Q3: 9,534 shares; 2025Q4: 8,583 shares; 2026Q1: 8,509 shares 8,509 $562K 0.05% -74 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: 1,661 shares; 2024Q4: 1,646 shares; 2025Q1: 1,669 shares; 2025Q2: 1,607 shares; 2025Q3: 1,686 shares; 2025Q4: 1,999 shares; 2026Q1: 1,915 shares 1,915 $561K 0.05% -84 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,701 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,290 shares; 2026Q1: 6,290 shares 6,290 $555K 0.05% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,786 shares; 2025Q4: 5,788 shares; 2026Q1: 5,790 shares 5,790 $548K 0.05% +2 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,743 shares; 2025Q4: 3,743 shares; 2026Q1: 3,743 shares 3,743 $546K 0.05% 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 686 shares; 2026Q1: 2,846 shares 2,846 $546K 0.05% +2,160 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,853 shares; 2025Q3: 4,853 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares 4,365 $546K 0.05% 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 940 shares; 2025Q4: 811 shares; 2026Q1: 792 shares 792 $540K 0.05% -19 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: 23,828 shares; 2024Q4: 23,800 shares; 2025Q1: 24,092 shares; 2025Q2: 24,213 shares; 2025Q3: 24,322 shares; 2025Q4: 24,244 shares; 2026Q1: 24,903 shares 24,903 $533K 0.05% +659 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: 4,088 shares; 2024Q4: 4,071 shares; 2025Q1: 3,799 shares; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares; 2025Q4: 3,883 shares; 2026Q1: 1,535 shares 1,535 $527K 0.05% -2,348 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 10,928 shares; 2025Q4: 12,201 shares; 2026Q1: 12,201 shares 12,201 $526K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 2,460 shares; 2025Q1: 2,155 shares; 2025Q2: 2,243 shares; 2025Q3: 1,796 shares; 2025Q4: 1,475 shares; 2026Q1: 2,446 shares 2,446 $523K 0.05% +971 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares 4,343 $511K 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,486 shares 6,486 $510K 0.05% new 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: not reported; 2024Q4: 621 shares; 2025Q1: 4,507 shares; 2025Q2: 4,507 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,485 shares 4,485 $504K 0.04% +40 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,510 shares; 2024Q4: 9,029 shares; 2025Q1: 5,949 shares; 2025Q2: 5,529 shares; 2025Q3: 5,789 shares; 2025Q4: 6,726 shares; 2026Q1: 5,942 shares 5,942 $497K 0.04% -784 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,486 shares; 2024Q4: 30,785 shares; 2025Q1: 32,643 shares; 2025Q2: 30,378 shares; 2025Q3: 32,390 shares; 2025Q4: 15,720 shares; 2026Q1: 17,062 shares 17,062 $495K 0.04% +1,342 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: 1,649 shares; 2024Q4: 2,350 shares; 2025Q1: 3,894 shares; 2025Q2: 3,800 shares; 2025Q3: 2,284 shares; 2025Q4: 2,156 shares; 2026Q1: 2,978 shares 2,978 $477K 0.04% +822 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: 886 shares; 2024Q4: 691 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 514 shares 514 $460K 0.04% +46 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: 3,266 shares; 2024Q4: 3,354 shares; 2025Q1: 3,684 shares; 2025Q2: 3,896 shares; 2025Q3: 3,319 shares; 2025Q4: 3,009 shares; 2026Q1: 4,474 shares 4,474 $459K 0.04% +1,465 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: 3,000 shares; 2024Q4: 5,726 shares; 2025Q1: 7,400 shares; 2025Q2: 10,255 shares; 2025Q3: 10,263 shares; 2025Q4: 9,144 shares; 2026Q1: 6,347 shares 6,347 $457K 0.04% -2,797 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: 4,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,778 shares; 2025Q3: 2,894 shares; 2025Q4: 2,778 shares; 2026Q1: 2,933 shares 2,933 $448K 0.04% +155 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: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,289 shares; 2025Q2: 3,708 shares; 2025Q3: 3,271 shares; 2025Q4: 3,346 shares; 2026Q1: 4,656 shares 4,656 $438K 0.04% +1,310 Timeline DUHP 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: 9,752 shares; 2024Q4: 9,781 shares; 2025Q1: 9,805 shares; 2025Q2: 11,342 shares; 2025Q3: 11,650 shares; 2025Q4: 11,614 shares; 2026Q1: 11,882 shares 11,882 $437K 0.04% +268 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: 165 shares; 2024Q4: 165 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 290 shares; 2025Q4: 590 shares; 2026Q1: 1,611 shares 1,611 $436K 0.04% +1,021 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,631 shares 13,631 $429K 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,441 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 7,884 shares; 2025Q3: 8,185 shares; 2025Q4: 7,884 shares; 2026Q1: 7,884 shares 7,884 $427K 0.04% 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: 18,195 shares; 2024Q4: 17,989 shares; 2025Q1: 17,666 shares; 2025Q2: 18,318 shares; 2025Q3: 18,301 shares; 2025Q4: 18,301 shares; 2026Q1: 17,966 shares 17,966 $423K 0.04% -335 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: 5,931 shares; 2024Q4: 7,879 shares; 2025Q1: 8,254 shares; 2025Q2: 7,662 shares; 2025Q3: 8,494 shares; 2025Q4: 9,472 shares; 2026Q1: 10,261 shares 10,261 $421K 0.04% +789 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,168 shares 2,168 $420K 0.04% new 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: 1,686 shares; 2024Q4: 2,322 shares; 2025Q1: 2,056 shares; 2025Q2: 2,668 shares; 2025Q3: 2,560 shares; 2025Q4: 2,050 shares; 2026Q1: 2,286 shares 2,286 $417K 0.04% +236 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,973 shares; 2025Q2: 2,073 shares; 2025Q3: 1,670 shares; 2025Q4: 1,578 shares; 2026Q1: 1,778 shares 1,778 $409K 0.04% +200 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: 3,842 shares; 2024Q4: 3,590 shares; 2025Q1: 3,102 shares; 2025Q2: 3,329 shares; 2025Q3: 3,201 shares; 2025Q4: 2,935 shares; 2026Q1: 4,236 shares 4,236 $408K 0.04% +1,301 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: 2,350 shares; 2024Q4: 1,431 shares; 2025Q1: 1,037 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 957 shares; 2026Q1: 1,134 shares 1,134 $399K 0.04% +177 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,070 shares; 2025Q1: 4,025 shares; 2025Q2: 3,679 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,957 shares 2,957 $387K 0.03% +30 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: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $383K 0.03% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,983 shares; 2024Q4: 16,200 shares; 2025Q1: 13,455 shares; 2025Q2: 27,619 shares; 2025Q3: 27,240 shares; 2025Q4: 33,209 shares; 2026Q1: 26,525 shares 26,525 $381K 0.03% -6,684 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: 27,190 shares; 2024Q4: 25,925 shares; 2025Q1: 25,871 shares; 2025Q2: 25,906 shares; 2025Q3: 25,957 shares; 2025Q4: 25,957 shares; 2026Q1: 25,971 shares 25,971 $381K 0.03% +14 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $380K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,905 shares; 2025Q1: 4,587 shares; 2025Q2: 4,604 shares; 2025Q3: 4,186 shares; 2025Q4: 3,764 shares; 2026Q1: 5,049 shares 5,049 $380K 0.03% +1,285 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: 3,377 shares; 2024Q4: 3,401 shares; 2025Q1: 3,452 shares; 2025Q2: 3,516 shares; 2025Q3: 2,963 shares; 2025Q4: 2,483 shares; 2026Q1: 2,614 shares 2,614 $380K 0.03% +131 Timeline IUSV 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: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,703 shares; 2026Q1: 3,703 shares 3,703 $379K 0.03% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 7,700 shares 7,700 $373K 0.03% +7,500 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 2,240 shares; 2025Q4: 2,462 shares; 2026Q1: 5,051 shares 5,051 $373K 0.03% +2,589 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 564 shares; 2025Q3: 576 shares; 2025Q4: 572 shares; 2026Q1: 565 shares 565 $369K 0.03% -7 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: 24,796 shares; 2024Q4: 24,835 shares; 2025Q1: 25,516 shares; 2025Q2: 25,406 shares; 2025Q3: 25,543 shares; 2025Q4: 24,824 shares; 2026Q1: 25,823 shares 25,823 $366K 0.03% +999 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: 951 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,828 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares 3,840 $358K 0.03% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,605 shares; 2025Q1: 5,481 shares; 2025Q2: 5,319 shares; 2025Q3: 5,038 shares; 2025Q4: 4,791 shares; 2026Q1: 4,820 shares 4,820 $355K 0.03% +29 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: 811 shares; 2024Q4: 811 shares; 2025Q1: 1,340 shares; 2025Q2: 1,478 shares; 2025Q3: 1,622 shares; 2025Q4: 1,768 shares; 2026Q1: 2,523 shares 2,523 $352K 0.03% +755 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $351K 0.03% 0 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: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,261 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 1,817 shares; 2026Q1: 1,873 shares 1,873 $349K 0.03% +56 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 113 shares; 2025Q1: 363 shares; 2025Q2: 673 shares; 2025Q3: 635 shares; 2025Q4: 475 shares; 2026Q1: 3,344 shares 3,344 $347K 0.03% +2,869 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: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 1,976 shares; 2025Q2: 1,930 shares; 2025Q3: 1,902 shares; 2025Q4: 1,877 shares; 2026Q1: 1,408 shares 1,408 $342K 0.03% -469 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: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 5,627 shares; 2025Q2: 3,497 shares; 2025Q3: 2,434 shares; 2025Q4: 4,313 shares; 2026Q1: 5,512 shares 5,512 $334K 0.03% +1,199 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,294 shares; 2025Q1: 4,248 shares; 2025Q2: 3,791 shares; 2025Q3: 4,490 shares; 2025Q4: 4,644 shares; 2026Q1: 4,754 shares 4,754 $316K 0.03% +110 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares 2,159 $313K 0.03% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,835 shares; 2025Q2: 4,835 shares; 2025Q3: 4,835 shares; 2025Q4: 4,835 shares; 2026Q1: 4,835 shares 4,835 $309K 0.03% 0 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: 671 shares; 2024Q4: 671 shares; 2025Q1: 763 shares; 2025Q2: 690 shares; 2025Q3: 583 shares; 2025Q4: 586 shares; 2026Q1: 1,012 shares 1,012 $306K 0.03% +426 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: 1,262 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 1,000 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 950 shares 950 $305K 0.03% +24 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: 1,179 shares; 2024Q4: 4,390 shares; 2025Q1: 4,093 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 1,808 shares; 2026Q1: 1,837 shares 1,837 $301K 0.03% +29 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: 434 shares; 2024Q4: 520 shares; 2025Q1: 498 shares; 2025Q2: 462 shares; 2025Q3: 680 shares; 2025Q4: 615 shares; 2026Q1: 613 shares 613 $301K 0.03% -2 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: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,785 shares; 2025Q4: 3,132 shares; 2026Q1: 5,863 shares 5,863 $301K 0.03% +2,731 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares 2,350 $301K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,531 shares; 2025Q1: 1,111 shares; 2025Q2: 951 shares; 2025Q3: 918 shares; 2025Q4: 769 shares; 2026Q1: 1,111 shares 1,111 $296K 0.03% +342 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: 664 shares; 2024Q4: 682 shares; 2025Q1: 467 shares; 2025Q2: 728 shares; 2025Q3: 601 shares; 2025Q4: 632 shares; 2026Q1: 822 shares 822 $293K 0.03% +190 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,074 shares; 2024Q4: 3,184 shares; 2025Q1: 2,567 shares; 2025Q2: 2,966 shares; 2025Q3: 3,021 shares; 2025Q4: 3,260 shares; 2026Q1: 2,217 shares 2,217 $293K 0.03% -1,043 Timeline BGRN 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: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,111 shares; 2025Q4: 6,076 shares; 2026Q1: 6,158 shares 6,158 $292K 0.03% +82 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 2,341 shares; 2025Q1: 2,677 shares; 2025Q2: 2,614 shares; 2025Q3: 4,014 shares; 2025Q4: 3,666 shares; 2026Q1: 3,743 shares 3,743 $290K 0.03% +77 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: 4,511 shares; 2024Q4: 4,946 shares; 2025Q1: 6,843 shares; 2025Q2: 7,022 shares; 2025Q3: 6,408 shares; 2025Q4: 6,408 shares; 2026Q1: 8,577 shares 8,577 $288K 0.03% +2,169 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 2,578 shares 2,578 $287K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 4,870 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares; 2026Q1: 3,887 shares 3,887 $283K 0.03% -370 Timeline SUSB 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: 9,326 shares; 2025Q2: 9,326 shares; 2025Q3: 10,374 shares; 2025Q4: 10,447 shares; 2026Q1: 11,268 shares 11,268 $282K 0.03% +821 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: 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 $279K 0.02% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 5,276 shares; 2025Q2: 5,276 shares; 2025Q3: 5,303 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares 4,170 $279K 0.02% 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: 2,978 shares; 2026Q1: 2,978 shares 2,978 $276K 0.02% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,375 shares 1,375 $273K 0.02% +575 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: 9,338 shares; 2024Q4: 6,939 shares; 2025Q1: 6,745 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 7,184 shares; 2026Q1: 9,667 shares 9,667 $271K 0.02% +2,483 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $268K 0.02% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,660 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,056 shares; 2025Q4: 1,606 shares; 2026Q1: 747 shares 747 $267K 0.02% -859 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,599 shares; 2025Q3: 2,540 shares; 2025Q4: 2,558 shares; 2026Q1: 2,697 shares 2,697 $267K 0.02% +139 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647 $259K 0.02% 0 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: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 3,027 shares; 2025Q2: 3,093 shares; 2025Q3: 3,103 shares; 2025Q4: 2,422 shares; 2026Q1: 891 shares 891 $259K 0.02% -1,531 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: 402 shares; 2024Q4: 352 shares; 2025Q1: 409 shares; 2025Q2: 192 shares; 2025Q3: 107 shares; 2025Q4: 135 shares; 2026Q1: 875 shares 875 $258K 0.02% +740 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: 1,428 shares; 2024Q4: 1,712 shares; 2025Q1: 2,185 shares; 2025Q2: 2,287 shares; 2025Q3: 2,209 shares; 2025Q4: 2,065 shares; 2026Q1: 2,052 shares 2,052 $257K 0.02% -13 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,025 shares; 2025Q2: 4,010 shares; 2025Q3: 4,480 shares; 2025Q4: 3,592 shares; 2026Q1: 3,382 shares 3,382 $252K 0.02% -210 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: 248 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 3,773 shares; 2025Q3: 3,773 shares; 2025Q4: 2,649 shares; 2026Q1: 2,719 shares 2,719 $251K 0.02% +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: 8,040 shares; 2024Q4: 7,466 shares; 2025Q1: 4,735 shares; 2025Q2: 4,803 shares; 2025Q3: 4,900 shares; 2025Q4: 4,803 shares; 2026Q1: 4,731 shares 4,731 $246K 0.02% -72 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 58 shares 58 $246K 0.02% -42 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 849 shares; 2025Q2: 1,230 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $245K 0.02% 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: 1,601 shares; 2024Q4: 1,566 shares; 2025Q1: 1,155 shares; 2025Q2: 1,052 shares; 2025Q3: 1,149 shares; 2025Q4: 1,244 shares; 2026Q1: 1,939 shares 1,939 $245K 0.02% +695 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,636 shares; 2025Q3: 1,250 shares; 2025Q4: 2,105 shares; 2026Q1: 1,717 shares 1,717 $245K 0.02% -388 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,096 shares 2,096 $242K 0.02% +54 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: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 365 shares; 2025Q3: 623 shares; 2025Q4: 365 shares; 2026Q1: 1,843 shares 1,843 $242K 0.02% +1,478 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares 4,450 $240K 0.02% 0 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: 3,676 shares; 2024Q4: 3,817 shares; 2025Q1: 3,064 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $239K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,107 shares; 2026Q1: 1,176 shares 1,176 $239K 0.02% +69 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 498 shares; 2025Q2: 559 shares; 2025Q3: 607 shares; 2025Q4: 593 shares; 2026Q1: 394 shares 394 $238K 0.02% -199 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,290 shares; 2025Q3: 12,290 shares; 2025Q4: 12,290 shares; 2026Q1: 12,290 shares 12,290 $237K 0.02% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 553 shares; 2025Q1: 728 shares; 2025Q2: 771 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,080 shares 1,080 $235K 0.02% -12 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 331 shares 331 $232K 0.02% +138 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: 10,346 shares; 2024Q4: 10,288 shares; 2025Q1: 7,634 shares; 2025Q2: 7,645 shares; 2025Q3: 7,697 shares; 2025Q4: 5,968 shares; 2026Q1: 7,965 shares 7,965 $229K 0.02% +1,997 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: 1,592 shares; 2024Q4: 1,423 shares; 2025Q1: 1,513 shares; 2025Q2: 1,484 shares; 2025Q3: 1,276 shares; 2025Q4: 1,374 shares; 2026Q1: 2,534 shares 2,534 $224K 0.02% +1,160 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 908 shares; 2025Q1: 1,236 shares; 2025Q2: 1,605 shares; 2025Q3: 1,495 shares; 2025Q4: 1,077 shares; 2026Q1: 917 shares 917 $224K 0.02% -160 Timeline IGPT 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: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares 3,855 $224K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 4,848 shares; 2026Q1: 4,848 shares 4,848 $222K 0.02% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares; 2025Q4: 11,270 shares; 2026Q1: 11,270 shares 11,270 $222K 0.02% 0 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares 3,735 $220K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 197 shares 197 $215K 0.02% +9 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: 995 shares; 2024Q4: 383 shares; 2025Q1: 389 shares; 2025Q2: 410 shares; 2025Q3: 162 shares; 2025Q4: 107 shares; 2026Q1: 432 shares 432 $214K 0.02% +325 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,621 shares; 2025Q1: 3,049 shares; 2025Q2: 3,354 shares; 2025Q3: 2,756 shares; 2025Q4: 2,529 shares; 2026Q1: 2,831 shares 2,831 $213K 0.02% +302 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: 19,232 shares; 2024Q4: 17,881 shares; 2025Q1: 17,093 shares; 2025Q2: 12,648 shares; 2025Q3: 13,054 shares; 2025Q4: 11,892 shares; 2026Q1: 12,330 shares 12,330 $213K 0.02% +438 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,033 shares; 2024Q4: 23,033 shares; 2025Q1: 23,033 shares; 2025Q2: 22,855 shares; 2025Q3: 22,855 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares 3,033 $211K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $209K 0.02% 0 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: 499 shares; 2024Q4: 499 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 639 shares 639 $209K 0.02% +300 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,111 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,281 shares; 2026Q1: 2,364 shares 2,364 $205K 0.02% +83 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 2,451 shares; 2025Q2: 2,441 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares; 2026Q1: 2,334 shares 2,334 $202K 0.02% -73 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: 5,006 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,461 shares; 2025Q4: 5,511 shares; 2026Q1: 4,369 shares 4,369 $201K 0.02% -1,142 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: 5,375 shares; 2025Q1: 2,724 shares; 2025Q2: 2,430 shares; 2025Q3: 2,431 shares; 2025Q4: 190 shares; 2026Q1: 1,622 shares 1,622 $199K 0.02% +1,432 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: 8,454 shares; 2024Q4: 9,910 shares; 2025Q1: 8,331 shares; 2025Q2: 10,890 shares; 2025Q3: 10,890 shares; 2025Q4: 11,009 shares; 2026Q1: 10,836 shares 10,836 $199K 0.02% -173 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: 2,903 shares; 2024Q4: 2,993 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 987 shares; 2025Q4: 1,892 shares; 2026Q1: 2,597 shares 2,597 $196K 0.02% +705 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares 3,383 $191K 0.02% 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 268 shares; 2025Q3: 277 shares; 2025Q4: 738 shares; 2026Q1: 1,407 shares 1,407 $190K 0.02% +669 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: 810 shares; 2024Q4: 889 shares; 2025Q1: 1,185 shares; 2025Q2: 3,016 shares; 2025Q3: 3,866 shares; 2025Q4: 3,798 shares; 2026Q1: 1,603 shares 1,603 $190K 0.02% -2,195 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares 1,255 $190K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,234 shares; 2024Q4: 6,836 shares; 2025Q1: 7,287 shares; 2025Q2: 7,108 shares; 2025Q3: 7,016 shares; 2025Q4: 5,180 shares; 2026Q1: 5,288 shares 5,288 $189K 0.02% +108 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,005 shares; 2025Q1: 1,058 shares; 2025Q2: 1,067 shares; 2025Q3: 1,112 shares; 2025Q4: 1,123 shares; 2026Q1: 1,215 shares 1,215 $188K 0.02% +92 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 480 shares; 2025Q1: 327 shares; 2025Q2: 339 shares; 2025Q3: 344 shares; 2025Q4: 337 shares; 2026Q1: 315 shares 315 $185K 0.02% -22 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares 2,522 $183K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 1,903 shares; 2025Q2: 2,068 shares; 2025Q3: 2,259 shares; 2025Q4: 2,068 shares; 2026Q1: 2,278 shares 2,278 $181K 0.02% +210 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,750 shares; 2025Q1: 1,218 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,228 shares 1,228 $181K 0.02% -33 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 742 shares; 2026Q1: 688 shares 688 $179K 0.02% -54 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,960 shares; 2025Q1: 4,298 shares; 2025Q2: 4,236 shares; 2025Q3: 4,210 shares; 2025Q4: 4,593 shares; 2026Q1: 3,589 shares 3,589 $179K 0.02% -1,004 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: 486 shares; 2024Q4: 866 shares; 2025Q1: 465 shares; 2025Q2: 1,172 shares; 2025Q3: 1,260 shares; 2025Q4: 1,306 shares; 2026Q1: 1,380 shares 1,380 $174K 0.02% +74 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares 1,866 $174K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,752 shares; 2026Q1: 1,730 shares 1,730 $172K 0.02% -22 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: 835 shares; 2024Q4: 397 shares; 2025Q1: 732 shares; 2025Q2: 562 shares; 2025Q3: 369 shares; 2025Q4: 374 shares; 2026Q1: 385 shares 385 $172K 0.02% +11 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: 23,823 shares; 2024Q4: 24,072 shares; 2025Q1: 23,710 shares; 2025Q2: 24,071 shares; 2025Q3: 23,811 shares; 2025Q4: 23,811 shares; 2026Q1: 24,262 shares 24,262 $172K 0.02% +451 Timeline INSM INSMED INC More: the full row for INSMED 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: 582 shares; 2025Q3: 1,070 shares; 2025Q4: 1,073 shares; 2026Q1: 1,048 shares 1,048 $171K 0.02% -25 Timeline IHAK 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $170K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,070 shares; 2025Q3: 1,429 shares; 2025Q4: 4,579 shares; 2026Q1: 4,165 shares 4,165 $170K 0.02% -414 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 114 shares; 2025Q1: 100 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 391 shares 391 $170K 0.02% +308 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 1,110 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $169K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,866 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 571 shares 571 $169K 0.01% -8 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 25,135 shares; 2025Q2: 25,135 shares; 2025Q3: 25,135 shares; 2025Q4: 25,292 shares; 2026Q1: 25,292 shares 25,292 $168K 0.01% 0 Timeline DBEF 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: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $167K 0.01% 0 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: 1,837 shares; 2024Q4: 2,043 shares; 2025Q1: 1,306 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,356 shares; 2026Q1: 1,286 shares 1,286 $166K 0.01% -70 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: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 564 shares 564 $164K 0.01% +8 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 331 shares; 2026Q1: 421 shares 421 $164K 0.01% +90 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: 384 shares; 2024Q4: 336 shares; 2025Q1: 331 shares; 2025Q2: 355 shares; 2025Q3: 370 shares; 2025Q4: 432 shares; 2026Q1: 410 shares 410 $163K 0.01% -22 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: 748 shares; 2024Q4: 748 shares; 2025Q1: 773 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 786 shares; 2026Q1: 769 shares 769 $162K 0.01% -17 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: 1,664 shares; 2024Q4: 1,423 shares; 2025Q1: 1,800 shares; 2025Q2: 1,993 shares; 2025Q3: 2,169 shares; 2025Q4: 2,185 shares; 2026Q1: 2,184 shares 2,184 $159K 0.01% -1 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: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,230 shares; 2025Q2: 1,201 shares; 2025Q3: 1,062 shares; 2025Q4: 975 shares; 2026Q1: 572 shares 572 $159K 0.01% -403 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares 3,387 $159K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 846 shares; 2025Q1: 1,094 shares; 2025Q2: 1,538 shares; 2025Q3: 1,605 shares; 2025Q4: 1,908 shares; 2026Q1: 1,754 shares 1,754 $159K 0.01% -154 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $158K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,655 shares; 2024Q4: 12,655 shares; 2025Q1: 7,789 shares; 2025Q2: 8,429 shares; 2025Q3: 8,308 shares; 2025Q4: 9,060 shares; 2026Q1: 7,640 shares 7,640 $158K 0.01% -1,420 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: 24,584 shares; 2024Q4: 24,584 shares; 2025Q1: 24,584 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 24,584 shares; 2026Q1: 24,626 shares 24,626 $157K 0.01% +42 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: 17,488 shares; 2024Q4: 17,488 shares; 2025Q1: 17,517 shares; 2025Q2: 17,538 shares; 2025Q3: 17,534 shares; 2025Q4: 17,537 shares; 2026Q1: 17,777 shares 17,777 $156K 0.01% +240 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $156K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 2,789 shares; 2025Q1: 3,050 shares; 2025Q2: 3,194 shares; 2025Q3: 3,029 shares; 2025Q4: 2,891 shares; 2026Q1: 2,658 shares 2,658 $156K 0.01% -233 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: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 836 shares; 2025Q2: 1,097 shares; 2025Q3: 1,169 shares; 2025Q4: 953 shares; 2026Q1: 1,139 shares 1,139 $155K 0.01% +186 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares; 2025Q4: 4,536 shares; 2026Q1: 4,536 shares 4,536 $154K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 479 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 347 shares 347 $154K 0.01% -33 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 393 shares 393 $154K 0.01% +326 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: 2,835 shares; 2024Q4: 3,753 shares; 2025Q1: 2,960 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,758 shares; 2026Q1: 2,379 shares 2,379 $154K 0.01% -379 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 15,156 shares; 2025Q1: 8,459 shares; 2025Q2: 9,677 shares; 2025Q3: 9,764 shares; 2025Q4: 9,764 shares; 2026Q1: 9,029 shares 9,029 $153K 0.01% -735 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: 502 shares; 2024Q4: 702 shares; 2025Q1: 528 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 402 shares; 2026Q1: 886 shares 886 $153K 0.01% +484 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,108 shares; 2025Q2: 1,181 shares; 2025Q3: 1,222 shares; 2025Q4: 1,097 shares; 2026Q1: 820 shares 820 $151K 0.01% -277 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,174 shares; 2025Q4: 2,330 shares; 2026Q1: 3,306 shares 3,306 $151K 0.01% +976 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 624 shares; 2025Q1: 56 shares; 2025Q2: 485 shares; 2025Q3: 516 shares; 2025Q4: 898 shares; 2026Q1: 1,314 shares 1,314 $151K 0.01% +416 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,635 shares; 2025Q1: 3,784 shares; 2025Q2: 4,481 shares; 2025Q3: 7,188 shares; 2025Q4: 9,103 shares; 2026Q1: 9,183 shares 9,183 $151K 0.01% +80 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: 5,852 shares; 2024Q4: 5,852 shares; 2025Q1: 6,403 shares; 2025Q2: 6,436 shares; 2025Q3: 6,466 shares; 2025Q4: 4,837 shares; 2026Q1: 2,355 shares 2,355 $148K 0.01% -2,482 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 2,710 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 3,153 shares 3,153 $146K 0.01% +398 Timeline DFSU 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: 3,041 shares; 2024Q4: 3,419 shares; 2025Q1: 3,419 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares 3,514 $144K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 12,816 shares; 2025Q4: 12,816 shares; 2026Q1: 17,816 shares 17,816 $143K 0.01% +5,000 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 457 shares; 2025Q3: 647 shares; 2025Q4: 855 shares; 2026Q1: 866 shares 866 $143K 0.01% +11 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: 147 shares; 2024Q4: 400 shares; 2025Q1: 640 shares; 2025Q2: 200 shares; 2025Q3: 495 shares; 2025Q4: 676 shares; 2026Q1: 568 shares 568 $142K 0.01% -108 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: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 2,260 shares; 2026Q1: 1,460 shares 1,460 $142K 0.01% -800 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares 2,085 $142K 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 841 shares; 2026Q1: 902 shares 902 $140K 0.01% +61 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,009 shares; 2025Q3: 1,320 shares; 2025Q4: 1,327 shares; 2026Q1: 1,280 shares 1,280 $140K 0.01% -47 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,745 shares; 2025Q1: 1,974 shares; 2025Q2: 3,032 shares; 2025Q3: 3,352 shares; 2025Q4: 3,226 shares; 2026Q1: 3,558 shares 3,558 $140K 0.01% +332 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,366 shares; 2025Q1: 2,302 shares; 2025Q2: 2,044 shares; 2025Q3: 2,713 shares; 2025Q4: 2,630 shares; 2026Q1: 2,190 shares 2,190 $139K 0.01% -440 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 2,896 shares 2,896 $139K 0.01% new 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: 80 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 94 shares 94 $138K 0.01% +6 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: 17,193 shares; 2024Q4: 17,498 shares; 2025Q1: 18,923 shares; 2025Q2: 17,544 shares; 2025Q3: 17,643 shares; 2025Q4: 17,682 shares; 2026Q1: 17,403 shares 17,403 $138K 0.01% -279 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,011 shares 1,011 $137K 0.01% new Timeline DFIS 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: 2,192 shares; 2024Q4: 2,204 shares; 2025Q1: 2,206 shares; 2025Q2: 3,228 shares; 2025Q3: 3,736 shares; 2025Q4: 3,833 shares; 2026Q1: 4,002 shares 4,002 $135K 0.01% +169 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: 819 shares; 2024Q4: 829 shares; 2025Q1: 817 shares; 2025Q2: 1,038 shares; 2025Q3: 951 shares; 2025Q4: 770 shares; 2026Q1: 644 shares 644 $135K 0.01% -126 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 34 shares; 2025Q2: 381 shares; 2025Q3: 248 shares; 2025Q4: 201 shares; 2026Q1: 271 shares 271 $133K 0.01% +70 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: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 638 shares; 2026Q1: 669 shares 669 $133K 0.01% +31 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: 455 shares; 2024Q4: 496 shares; 2025Q1: 306 shares; 2025Q2: 367 shares; 2025Q3: 357 shares; 2025Q4: 288 shares; 2026Q1: 477 shares 477 $133K 0.01% +189 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,529 shares; 2025Q2: 1,669 shares; 2025Q3: 2,207 shares; 2025Q4: 1,327 shares; 2026Q1: 1,257 shares 1,257 $132K 0.01% -70 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 646 shares; 2025Q1: 660 shares; 2025Q2: 729 shares; 2025Q3: 732 shares; 2025Q4: 735 shares; 2026Q1: 945 shares 945 $131K 0.01% +210 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: 205 shares; 2024Q4: 256 shares; 2025Q1: 229 shares; 2025Q2: 235 shares; 2025Q3: 99 shares; 2025Q4: 111 shares; 2026Q1: 151 shares 151 $131K 0.01% +40 Timeline DFSI 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: 1,527 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares 3,077 $130K 0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 186 shares; 2025Q2: 181 shares; 2025Q3: 170 shares; 2025Q4: 164 shares; 2026Q1: 69 shares 69 $130K 0.01% -95 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: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,562 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 2,062 shares; 2026Q1: 2,350 shares 2,350 $130K 0.01% +288 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 678 shares; 2026Q1: 678 shares 678 $129K 0.01% 0 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 879 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 944 shares; 2026Q1: 1,057 shares 1,057 $128K 0.01% +113 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: 12,884 shares; 2024Q4: 13,060 shares; 2025Q1: 13,548 shares; 2025Q2: 11,638 shares; 2025Q3: 5,390 shares; 2025Q4: 3,194 shares; 2026Q1: 3,484 shares 3,484 $128K 0.01% +290 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $128K 0.01% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 88 shares; 2025Q2: 501 shares; 2025Q3: 578 shares; 2025Q4: 683 shares; 2026Q1: 638 shares 638 $128K 0.01% -45 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 322 shares 322 $127K 0.01% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,441 shares; 2026Q1: 1,444 shares 1,444 $127K 0.01% +3 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: 3,593 shares; 2024Q4: 3,593 shares; 2025Q1: 3,593 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares; 2025Q4: 3,393 shares; 2026Q1: 3,393 shares 3,393 $126K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 500 shares; 2025Q1: 2,290 shares; 2025Q2: 2,942 shares; 2025Q3: 2,735 shares; 2025Q4: 2,206 shares; 2026Q1: 500 shares 500 $124K 0.01% -1,706 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: 378 shares; 2024Q4: 343 shares; 2025Q1: 319 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 225 shares 225 $124K 0.01% +21 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,363 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 899 shares 899 $123K 0.01% -99 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 455 shares; 2025Q1: 753 shares; 2025Q2: 849 shares; 2025Q3: 766 shares; 2025Q4: 826 shares; 2026Q1: 314 shares 314 $123K 0.01% -512 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: 1,068 shares; 2026Q1: 1,058 shares 1,058 $122K 0.01% -10 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: 591 shares; 2024Q4: 591 shares; 2025Q1: 25 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 1,711 shares 1,711 $122K 0.01% +1,574 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: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 2,418 shares 2,418 $122K 0.01% +2,167 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $121K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,230 shares; 2025Q1: 3,292 shares; 2025Q2: 3,123 shares; 2025Q3: 2,645 shares; 2025Q4: 1,800 shares; 2026Q1: 2,017 shares 2,017 $121K 0.01% +217 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: 4,014 shares; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 4,659 shares; 2025Q3: 1,844 shares; 2025Q4: 2,258 shares; 2026Q1: 2,904 shares 2,904 $121K 0.01% +646 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548 $120K 0.01% new 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: 462 shares; 2024Q4: 472 shares; 2025Q1: 597 shares; 2025Q2: 614 shares; 2025Q3: 669 shares; 2025Q4: 631 shares; 2026Q1: 370 shares 370 $120K 0.01% -261 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,984 shares; 2026Q1: 1,874 shares 1,874 $117K 0.01% -110 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 89 shares; 2025Q4: 369 shares; 2026Q1: 560 shares 560 $117K 0.01% +191 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: 13,956 shares; 2024Q4: 14,528 shares; 2025Q1: 14,824 shares; 2025Q2: 14,971 shares; 2025Q3: 14,721 shares; 2025Q4: 14,421 shares; 2026Q1: 14,904 shares 14,904 $117K 0.01% +483 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: 24,968 shares; 2024Q4: 24,480 shares; 2025Q1: 24,791 shares; 2025Q2: 24,413 shares; 2025Q3: 24,588 shares; 2025Q4: 24,893 shares; 2026Q1: 23,786 shares 23,786 $116K 0.01% -1,107 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: 520 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 523 shares 523 $113K 0.01% -76 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 998 shares 998 $113K 0.01% +176 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 262 shares; 2026Q1: 531 shares 531 $113K 0.01% +269 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $112K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,678 shares; 2024Q4: 9,148 shares; 2025Q1: 9,100 shares; 2025Q2: 8,263 shares; 2025Q3: 8,124 shares; 2025Q4: 6,294 shares; 2026Q1: 4,939 shares 4,939 $111K 0.01% -1,355 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 531 shares 531 $109K 0.01% +500 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $108K 0.01% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $108K 0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,365 shares; 2024Q4: 11,365 shares; 2025Q1: 11,365 shares; 2025Q2: 11,365 shares; 2025Q3: 11,365 shares; 2025Q4: 11,365 shares; 2026Q1: 10,465 shares 10,465 $107K 0.01% -900 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: 184 shares; 2024Q4: 923 shares; 2025Q1: 188 shares; 2025Q2: 1,402 shares; 2025Q3: 1,375 shares; 2025Q4: 1,437 shares; 2026Q1: 695 shares 695 $105K 0.01% -742 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: 217 shares; 2024Q4: 219 shares; 2025Q1: 710 shares; 2025Q2: 711 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 840 shares 840 $104K 0.01% +128 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: 825 shares; 2024Q4: 645 shares; 2025Q1: 834 shares; 2025Q2: 812 shares; 2025Q3: 1,041 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $104K 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: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 284 shares; 2026Q1: 1,580 shares 1,580 $103K 0.01% +1,296 Timeline POWR 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: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares 3,883 $102K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 576 shares; 2025Q2: 1,241 shares; 2025Q3: 2,488 shares; 2025Q4: 3,290 shares; 2026Q1: 1,453 shares 1,453 $101K 0.01% -1,837 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 1,005 shares; 2025Q1: 1,002 shares; 2025Q2: 712 shares; 2025Q3: 726 shares; 2025Q4: 648 shares; 2026Q1: 434 shares 434 $100K 0.01% -214 Timeline SLQD 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 2,003 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares 1,960 $99K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $98.6K 0.01% 0 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $98K 0.01% 0 Timeline HDV 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $97.7K 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: 41 shares; 2025Q2: 320 shares; 2025Q3: 445 shares; 2025Q4: 1,375 shares; 2026Q1: 472 shares 472 $97.3K 0.01% -903 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: 5,460 shares; 2024Q4: 9,079 shares; 2025Q1: 5,378 shares; 2025Q2: 9,454 shares; 2025Q3: 8,715 shares; 2025Q4: 4,770 shares; 2026Q1: 3,510 shares 3,510 $96.4K 0.01% -1,260 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 494 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 288 shares 288 $94.8K 0.01% -220 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,321 shares 2,321 $94.8K 0.01% +11 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: 1,032 shares; 2024Q4: 935 shares; 2025Q1: 1,004 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 980 shares 980 $94.6K 0.01% +45 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 882 shares; 2025Q4: 723 shares; 2026Q1: 716 shares 716 $93.8K 0.01% -7 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 147 shares 147 $93.4K 0.01% +135 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: 995 shares; 2024Q4: 1,009 shares; 2025Q1: 898 shares; 2025Q2: 763 shares; 2025Q3: 781 shares; 2025Q4: 400 shares; 2026Q1: 641 shares 641 $92.7K 0.01% +241 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 1,313 shares; 2025Q2: 1,445 shares; 2025Q3: 1,009 shares; 2025Q4: 1,456 shares; 2026Q1: 1,475 shares 1,475 $92.1K 0.01% +19 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: 2,725 shares; 2024Q4: 2,484 shares; 2025Q1: 1,655 shares; 2025Q2: 1,452 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares; 2026Q1: 2,032 shares 2,032 $91.9K 0.01% +580 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,347 shares; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 16,347 shares; 2025Q3: 16,347 shares; 2025Q4: 16,347 shares; 2026Q1: 16,347 shares 16,347 $91.5K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 464 shares 464 $90.9K 0.01% +355 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: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,028 shares; 2025Q4: 735 shares; 2026Q1: 714 shares 714 $90.4K 0.01% -21 Timeline VXF 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $89.9K 0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 1,801 shares; 2026Q1: 1,801 shares 1,801 $89.8K 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: 38 shares; 2025Q2: 38 shares; 2025Q3: 202 shares; 2025Q4: 728 shares; 2026Q1: 654 shares 654 $89.7K 0.01% -74 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: 296 shares; 2024Q4: 274 shares; 2025Q1: 298 shares; 2025Q2: 338 shares; 2025Q3: 457 shares; 2025Q4: 320 shares; 2026Q1: 452 shares 452 $89.7K 0.01% +132 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $88.4K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 671 shares; 2025Q2: 735 shares; 2025Q3: 638 shares; 2025Q4: 314 shares; 2026Q1: 263 shares 263 $88.3K 0.01% -51 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 4,163 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,846 shares 3,846 $87.5K 0.01% -54 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 8,267 shares; 2026Q1: 2,194 shares 2,194 $87.2K 0.01% -6,073 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 137 shares; 2026Q1: 147 shares 147 $87.2K 0.01% +10 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: 40,487 shares; 2024Q4: 40,390 shares; 2025Q1: 40,282 shares; 2025Q2: 40,285 shares; 2025Q3: 40,242 shares; 2025Q4: 40,248 shares; 2026Q1: 40,226 shares 40,226 $86.9K 0.01% -22 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,516 shares; 2025Q1: 1,254 shares; 2025Q2: 3,311 shares; 2025Q3: 2,172 shares; 2025Q4: 1,335 shares; 2026Q1: 3,257 shares 3,257 $86.3K 0.01% +1,922 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: 879 shares; 2024Q4: 720 shares; 2025Q1: 424 shares; 2025Q2: 466 shares; 2025Q3: 372 shares; 2025Q4: 292 shares; 2026Q1: 344 shares 344 $86.2K 0.01% +52 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $86.2K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 730 shares 730 $85.9K 0.01% +509 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,349 shares; 2024Q4: 9,947 shares; 2025Q1: 6,963 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,140 shares; 2026Q1: 2,420 shares 2,420 $85K 0.01% -4,720 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: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,997 shares; 2025Q3: 8,116 shares; 2025Q4: 7,321 shares; 2026Q1: 1,470 shares 1,470 $84.7K 0.01% -5,851 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: 922 shares; 2024Q4: 1,527 shares; 2025Q1: 1,660 shares; 2025Q2: 1,949 shares; 2025Q3: not reported; 2025Q4: 3,213 shares; 2026Q1: 3,213 shares 3,213 $84.6K 0.01% 0 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: 470 shares; 2024Q4: 513 shares; 2025Q1: 496 shares; 2025Q2: 485 shares; 2025Q3: 448 shares; 2025Q4: 227 shares; 2026Q1: 196 shares 196 $84.5K 0.01% -31 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 443 shares 443 $84.1K 0.01% +402 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 3,409 shares; 2025Q1: 1,673 shares; 2025Q2: 1,650 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares 1,375 $83.6K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 835 shares; 2025Q3: 778 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $83.2K 0.01% 0 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 912 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 765 shares 765 $83.1K 0.01% -69 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: 1,741 shares; 2024Q4: 1,608 shares; 2025Q1: 1,840 shares; 2025Q2: 779 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 923 shares 923 $82.7K 0.01% +125 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $82.7K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $82.6K 0.01% 0 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: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 889 shares 889 $80.4K 0.01% +6 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares 427 $80K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares 2,250 $79.9K 0.01% new 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 676 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $78.7K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares; 2026Q1: 140 shares 140 $78.7K 0.01% +9 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 648 shares; 2025Q2: 1,032 shares; 2025Q3: 1,154 shares; 2025Q4: 1,032 shares; 2026Q1: 1,287 shares 1,287 $78.6K 0.01% +255 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 1,080 shares; 2025Q1: 1,194 shares; 2025Q2: 769 shares; 2025Q3: 1,241 shares; 2025Q4: 234 shares; 2026Q1: 1,296 shares 1,296 $77.9K 0.01% +1,062 Timeline SIL 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $76.6K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 874 shares; 2025Q2: 4,153 shares; 2025Q3: 3,260 shares; 2025Q4: 3,496 shares; 2026Q1: 1,134 shares 1,134 $76.1K 0.01% -2,362 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: 288 shares; 2025Q2: 410 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 321 shares 321 $74.8K 0.01% +54 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: 106 shares; 2024Q4: 235 shares; 2025Q1: 246 shares; 2025Q2: 254 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 431 shares 431 $74.8K 0.01% +306 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: 123 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 304 shares; 2025Q3: 367 shares; 2025Q4: 326 shares; 2026Q1: 355 shares 355 $73.9K 0.01% +29 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: 6,381 shares; 2024Q4: 4,881 shares; 2025Q1: 4,881 shares; 2025Q2: 5,007 shares; 2025Q3: 5,644 shares; 2025Q4: 6,030 shares; 2026Q1: 5,818 shares 5,818 $72.1K 0.01% -212 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,371 shares; 2024Q4: 6,371 shares; 2025Q1: 6,371 shares; 2025Q2: 2,343 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,093 shares 2,093 $72.1K 0.01% -310 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: 6,158 shares; 2024Q4: 5,929 shares; 2025Q1: 5,765 shares; 2025Q2: 6,287 shares; 2025Q3: 6,376 shares; 2025Q4: 6,323 shares; 2026Q1: 1,349 shares 1,349 $71.3K 0.01% -4,974 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares 963 $70.5K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 240 shares; 2025Q2: 268 shares; 2025Q3: 295 shares; 2025Q4: 297 shares; 2026Q1: 241 shares 241 $70.1K 0.01% -56 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 1,238 shares; 2025Q2: 420 shares; 2025Q3: 899 shares; 2025Q4: 209 shares; 2026Q1: 682 shares 682 $68.7K 0.01% +473 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 2,865 shares; 2025Q2: 2,929 shares; 2025Q3: 2,989 shares; 2025Q4: 3,049 shares; 2026Q1: 3,110 shares 3,110 $68.1K 0.01% +61 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares 1,613 $67.8K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 775 shares 775 $67.5K 0.01% +94 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 438 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 700 shares 700 $67.2K 0.01% +150 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: 17,388 shares; 2024Q4: 17,242 shares; 2025Q1: 17,044 shares; 2025Q2: 17,044 shares; 2025Q3: 17,190 shares; 2025Q4: 17,099 shares; 2026Q1: 13,266 shares 13,266 $67.1K 0.01% -3,833 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 27 shares; 2026Q1: 199 shares 199 $66.4K 0.01% +172 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: 867 shares; 2026Q1: 867 shares 867 $66K 0.01% 0 Timeline FLOT 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: 1,615 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares 1,285 $65.5K 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: 449 shares; 2024Q4: 449 shares; 2025Q1: 506 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 636 shares; 2026Q1: 831 shares 831 $65.3K 0.01% +195 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 221 shares; 2026Q1: 341 shares 341 $64.4K 0.01% +120 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 121 shares; 2025Q4: 80 shares; 2026Q1: 228 shares 228 $64.4K 0.01% +148 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 712 shares; 2025Q2: 654 shares; 2025Q3: 331 shares; 2025Q4: 373 shares; 2026Q1: 1,537 shares 1,537 $64.1K 0.01% +1,164 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: 4,245 shares; 2024Q4: 1,020 shares; 2025Q1: 4,245 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,522 shares; 2026Q1: 5,526 shares 5,526 $63.8K 0.01% +4 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,295 shares 1,295 $62.4K 0.01% +21 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: 1,468 shares; 2024Q4: 2,214 shares; 2025Q1: 2,007 shares; 2025Q2: 2,812 shares; 2025Q3: 5,657 shares; 2025Q4: 5,663 shares; 2026Q1: 2,498 shares 2,498 $62.1K 0.01% -3,165 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 564 shares 564 $61.9K 0.01% +558 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: 25 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 52 shares; 2026Q1: 333 shares 333 $61.1K 0.01% +281 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $61K 0.01% 0 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: 2,070 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,624 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,070 shares 1,070 $60.8K 0.01% -88 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 92 shares; 2026Q1: 545 shares 545 $60.7K 0.01% +453 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 242 shares 242 $60.7K 0.01% +24 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 226 shares 226 $60K 0.01% +26 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $60K 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 724 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares 1,276 $60K 0.01% 0 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: 875 shares; 2026Q1: 1,052 shares 1,052 $59.9K 0.01% +177 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 151 shares; 2025Q3: 170 shares; 2025Q4: 223 shares; 2026Q1: 194 shares 194 $59K 0.01% -29 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 125 shares; 2025Q2: 136 shares; 2025Q3: 275 shares; 2025Q4: 106 shares; 2026Q1: 109 shares 109 $58.6K 0.01% +3 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: 7,113 shares; 2024Q4: 7,887 shares; 2025Q1: 8,255 shares; 2025Q2: 613 shares; 2025Q3: 656 shares; 2025Q4: 655 shares; 2026Q1: 946 shares 946 $58.5K 0.01% +291 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 84 shares; 2025Q2: 76 shares; 2025Q3: 24 shares; 2025Q4: not reported; 2026Q1: 50 shares 50 $57.9K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 187 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 282 shares 282 $57.6K 0.01% +18 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,217 shares; 2025Q1: 2,181 shares; 2025Q2: 2,155 shares; 2025Q3: 2,228 shares; 2025Q4: 2,228 shares; 2026Q1: 2,582 shares 2,582 $57.1K 0.01% +354 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $56.6K 0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $55.7K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 3,927 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,496 shares; 2026Q1: 5,496 shares 5,496 $55.1K <0.01% 0 Timeline