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: 190,421 shares; 2024Q4: 190,821 shares; 2025Q1: 190,021 shares; 2025Q2: 179,026 shares; 2025Q3: 164,720 shares; 2025Q4: 164,117 shares; 2026Q1: 163,771 shares 163,771 $107M 15.34% -346 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: 258,952 shares; 2024Q4: 258,068 shares; 2025Q1: 259,381 shares; 2025Q2: 258,516 shares; 2025Q3: 237,466 shares; 2025Q4: 240,521 shares; 2026Q1: 248,356 shares 248,356 $63M 9.08% +7,835 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: 500,464 shares; 2024Q4: 493,830 shares; 2025Q1: 494,620 shares; 2025Q2: 381,483 shares; 2025Q3: 381,658 shares; 2025Q4: 341,236 shares; 2026Q1: 339,277 shares 339,277 $33.4M 4.81% -1,959 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,888 shares; 2024Q4: 112,913 shares; 2025Q1: 112,913 shares; 2025Q2: 112,915 shares; 2025Q3: 107,040 shares; 2025Q4: 100,950 shares; 2026Q1: 95,494 shares 95,494 $23.4M 3.37% -5,456 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: 140,676 shares; 2024Q4: 108,944 shares; 2025Q1: 109,725 shares; 2025Q2: 109,955 shares; 2025Q3: 104,702 shares; 2025Q4: 109,804 shares; 2026Q1: 108,613 shares 108,613 $22.6M 3.26% -1,191 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: 45,716 shares; 2024Q4: 44,529 shares; 2025Q1: 44,000 shares; 2025Q2: 41,101 shares; 2025Q3: 38,669 shares; 2025Q4: 36,571 shares; 2026Q1: 36,974 shares 36,974 $22.1M 3.18% +403 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: 102,402 shares; 2024Q4: 100,407 shares; 2025Q1: 101,048 shares; 2025Q2: 100,163 shares; 2025Q3: 81,777 shares; 2025Q4: 98,272 shares; 2026Q1: 97,788 shares 97,788 $17.1M 2.46% -484 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,859 shares; 2024Q4: 131,871 shares; 2025Q1: 167,092 shares; 2025Q2: 144,040 shares; 2025Q3: 134,953 shares; 2025Q4: 138,607 shares; 2026Q1: 135,121 shares 135,121 $16.4M 2.36% -3,486 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: 53,519 shares; 2024Q4: 52,743 shares; 2025Q1: 55,026 shares; 2025Q2: 54,044 shares; 2025Q3: 52,903 shares; 2025Q4: 57,606 shares; 2026Q1: 56,069 shares 56,069 $16.1M 2.32% -1,537 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: 41,658 shares; 2024Q4: 41,600 shares; 2025Q1: 42,634 shares; 2025Q2: 41,679 shares; 2025Q3: 36,044 shares; 2025Q4: 39,341 shares; 2026Q1: 39,014 shares 39,014 $14.4M 2.08% -327 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: 58,758 shares; 2024Q4: 53,721 shares; 2025Q1: 55,703 shares; 2025Q2: 55,570 shares; 2025Q3: 48,684 shares; 2025Q4: 49,770 shares; 2026Q1: 48,750 shares 48,750 $14M 2.02% -1,020 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 27,803 shares; 2025Q4: 27,658 shares; 2026Q1: 27,191 shares 27,191 $13M 1.88% -467 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,233 shares; 2024Q4: 46,991 shares; 2025Q1: 46,984 shares; 2025Q2: 40,761 shares; 2025Q3: 33,695 shares; 2025Q4: 33,295 shares; 2026Q1: 31,987 shares 31,987 $9.19M 1.32% -1,308 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: 81,695 shares; 2024Q4: 78,822 shares; 2025Q1: 84,817 shares; 2025Q2: 55,616 shares; 2025Q3: 50,397 shares; 2025Q4: 50,035 shares; 2026Q1: 46,812 shares 46,812 $9.18M 1.32% -3,223 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,742 shares; 2024Q4: 23,308 shares; 2025Q1: 26,760 shares; 2025Q2: 26,783 shares; 2025Q3: 26,927 shares; 2025Q4: 51,920 shares; 2026Q1: 51,837 shares 51,837 $6.89M 0.99% -83 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: 12,535 shares; 2024Q4: 12,283 shares; 2025Q1: 14,152 shares; 2025Q2: 12,959 shares; 2025Q3: 12,088 shares; 2025Q4: 18,449 shares; 2026Q1: 18,271 shares 18,271 $6.79M 0.98% -178 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,754 shares; 2024Q4: 21,754 shares; 2025Q1: 19,929 shares; 2025Q2: 21,264 shares; 2025Q3: 21,264 shares; 2025Q4: 21,264 shares; 2026Q1: 21,264 shares 21,264 $6.76M 0.97% 0 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: 5,440 shares; 2024Q4: 12,479 shares; 2025Q1: 4,426 shares; 2025Q2: 9,548 shares; 2025Q3: 8,843 shares; 2025Q4: 8,471 shares; 2026Q1: 8,462 shares 8,462 $5.9M 0.85% -9 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: 35,027 shares; 2024Q4: 34,078 shares; 2025Q1: 34,729 shares; 2025Q2: 25,918 shares; 2025Q3: 21,566 shares; 2025Q4: 22,386 shares; 2026Q1: 21,891 shares 21,891 $5.35M 0.77% -495 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: 38,194 shares; 2024Q4: 38,987 shares; 2025Q1: 38,349 shares; 2025Q2: 37,417 shares; 2025Q3: 36,105 shares; 2025Q4: 36,230 shares; 2026Q1: 36,158 shares 36,158 $5.32M 0.77% -72 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,780 shares; 2024Q4: 23,780 shares; 2025Q1: 24,500 shares; 2025Q2: 32,210 shares; 2025Q3: 32,210 shares; 2025Q4: 33,260 shares; 2026Q1: 33,947 shares 33,947 $5.03M 0.72% +687 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.72% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,958 shares; 2024Q4: 86,373 shares; 2025Q1: 79,993 shares; 2025Q2: 55,867 shares; 2025Q3: 36,866 shares; 2025Q4: 35,979 shares; 2026Q1: 34,434 shares 34,434 $4.76M 0.69% -1,545 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: 30,141 shares; 2024Q4: 30,891 shares; 2025Q1: 31,077 shares; 2025Q2: 25,001 shares; 2025Q3: 19,425 shares; 2025Q4: 18,899 shares; 2026Q1: 18,087 shares 18,087 $4.74M 0.68% -812 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: 44,236 shares; 2024Q4: 42,663 shares; 2025Q1: 42,031 shares; 2025Q2: 38,851 shares; 2025Q3: 36,352 shares; 2025Q4: 36,590 shares; 2026Q1: 36,254 shares 36,254 $4.36M 0.63% -336 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: 22,248 shares; 2024Q4: 22,003 shares; 2025Q1: 21,921 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 18,990 shares; 2026Q1: 18,973 shares 18,973 $4.13M 0.59% -17 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: 31,630 shares; 2024Q4: 31,583 shares; 2025Q1: 32,664 shares; 2025Q2: 32,758 shares; 2025Q3: 32,700 shares; 2025Q4: 32,847 shares; 2026Q1: 31,734 shares 31,734 $3.94M 0.57% -1,113 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: 20,202 shares; 2024Q4: 16,665 shares; 2025Q1: 17,466 shares; 2025Q2: 16,907 shares; 2025Q3: 11,935 shares; 2025Q4: 13,851 shares; 2026Q1: 13,160 shares 13,160 $3.87M 0.56% -691 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: 118,900 shares; 2024Q4: 139,476 shares; 2025Q1: 128,333 shares; 2025Q2: 101,488 shares; 2025Q3: 52,644 shares; 2025Q4: 53,766 shares; 2026Q1: 58,103 shares 58,103 $3.72M 0.54% +4,337 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: 78,884 shares; 2024Q4: 80,113 shares; 2025Q1: 71,987 shares; 2025Q2: 55,284 shares; 2025Q3: 42,242 shares; 2025Q4: 45,105 shares; 2026Q1: 41,803 shares 41,803 $3.71M 0.53% -3,302 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: 4,704 shares; 2024Q4: 5,516 shares; 2025Q1: 5,025 shares; 2025Q2: 5,011 shares; 2025Q3: 3,566 shares; 2025Q4: 3,840 shares; 2026Q1: 3,864 shares 3,864 $3.55M 0.51% +24 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: 16,256 shares; 2024Q4: 16,621 shares; 2025Q1: 18,724 shares; 2025Q2: 17,962 shares; 2025Q3: 20,313 shares; 2025Q4: 21,821 shares; 2026Q1: 14,224 shares 14,224 $3.53M 0.51% -7,597 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: 13,328 shares; 2024Q4: 13,316 shares; 2025Q1: 13,652 shares; 2025Q2: 11,568 shares; 2025Q3: 10,619 shares; 2025Q4: 10,529 shares; 2026Q1: 10,420 shares 10,420 $3.43M 0.49% -109 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: 2,570 shares; 2024Q4: 27,434 shares; 2025Q1: 37,339 shares; 2025Q2: 92,529 shares; 2025Q3: 53,909 shares; 2025Q4: 64,344 shares; 2026Q1: 56,416 shares 56,416 $3.3M 0.48% -7,928 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,125 shares; 2025Q1: 3,251 shares; 2025Q2: 3,440 shares; 2025Q3: 3,053 shares; 2025Q4: 3,673 shares; 2026Q1: 3,248 shares 3,248 $3.24M 0.47% -425 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: 146,080 shares; 2024Q4: 144,217 shares; 2025Q1: 122,589 shares; 2025Q2: 89,563 shares; 2025Q3: 59,213 shares; 2025Q4: 58,269 shares; 2026Q1: 59,050 shares 59,050 $3.19M 0.46% +781 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: 35,658 shares; 2024Q4: 36,052 shares; 2025Q1: 39,059 shares; 2025Q2: 33,812 shares; 2025Q3: 24,735 shares; 2025Q4: 25,117 shares; 2026Q1: 25,027 shares 25,027 $3.16M 0.46% -90 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: 13,483 shares; 2024Q4: 12,593 shares; 2025Q1: 13,178 shares; 2025Q2: 13,350 shares; 2025Q3: 9,795 shares; 2025Q4: 9,760 shares; 2026Q1: 9,817 shares 9,817 $3.04M 0.44% +57 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,228 shares; 2024Q4: 19,524 shares; 2025Q1: 19,729 shares; 2025Q2: 19,367 shares; 2025Q3: 18,368 shares; 2025Q4: 19,092 shares; 2026Q1: 19,201 shares 19,201 $3.02M 0.43% +109 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: 17,936 shares; 2024Q4: 17,790 shares; 2025Q1: 17,387 shares; 2025Q2: 9,585 shares; 2025Q3: 9,475 shares; 2025Q4: 9,226 shares; 2026Q1: 9,160 shares 9,160 $2.94M 0.42% -66 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: 18,669 shares; 2024Q4: 18,629 shares; 2025Q1: 18,654 shares; 2025Q2: 18,683 shares; 2025Q3: 18,705 shares; 2025Q4: 18,641 shares; 2026Q1: 19,842 shares 19,842 $2.87M 0.41% +1,201 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: 8,194 shares; 2024Q4: 8,194 shares; 2025Q1: 3,772 shares; 2025Q2: 4,672 shares; 2025Q3: 4,517 shares; 2025Q4: 3,585 shares; 2026Q1: 3,771 shares 3,771 $2.46M 0.35% +186 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: 23,952 shares; 2024Q4: 24,040 shares; 2025Q1: 24,169 shares; 2025Q2: 23,335 shares; 2025Q3: 21,447 shares; 2025Q4: 18,952 shares; 2026Q1: 19,027 shares 19,027 $2.45M 0.35% +75 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,325 shares; 2024Q4: 25,299 shares; 2025Q1: 25,649 shares; 2025Q2: 20,917 shares; 2025Q3: 16,193 shares; 2025Q4: 17,507 shares; 2026Q1: 16,823 shares 16,823 $2.43M 0.35% -684 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: 9,410 shares; 2024Q4: 9,468 shares; 2025Q1: 9,599 shares; 2025Q2: 9,024 shares; 2025Q3: 7,746 shares; 2025Q4: 8,083 shares; 2026Q1: 7,815 shares 7,815 $2.43M 0.35% -268 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: 6,511 shares; 2024Q4: 6,764 shares; 2025Q1: 7,252 shares; 2025Q2: 7,110 shares; 2025Q3: 6,232 shares; 2025Q4: 7,514 shares; 2026Q1: 7,453 shares 7,453 $2.25M 0.32% -61 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: 25,944 shares; 2024Q4: 25,966 shares; 2025Q1: 30,583 shares; 2025Q2: 10,885 shares; 2025Q3: 10,885 shares; 2025Q4: 10,455 shares; 2026Q1: 10,455 shares 10,455 $2.23M 0.32% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,405 shares; 2024Q4: 142,647 shares; 2025Q1: 136,448 shares; 2025Q2: 28,436 shares; 2025Q3: 28,390 shares; 2025Q4: 28,424 shares; 2026Q1: 28,424 shares 28,424 $2.13M 0.31% 0 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: 8,567 shares; 2024Q4: 8,572 shares; 2025Q1: 8,767 shares; 2025Q2: 8,750 shares; 2025Q3: 8,549 shares; 2025Q4: 8,999 shares; 2026Q1: 8,663 shares 8,663 $2.1M 0.3% -336 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8,854 shares; 2025Q1: 5,662 shares; 2025Q2: 5,662 shares; 2025Q3: 5,662 shares; 2025Q4: 5,774 shares; 2026Q1: 5,780 shares 5,780 $2.06M 0.3% +6 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,914 shares; 2025Q2: 22,914 shares; 2025Q3: 22,914 shares; 2025Q4: 22,731 shares; 2026Q1: 22,731 shares 22,731 $2.06M 0.3% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 8,891 shares; 2025Q1: 22,058 shares; 2025Q2: 22,058 shares; 2025Q3: 21,068 shares; 2025Q4: 21,068 shares; 2026Q1: 21,068 shares 21,068 $2.05M 0.3% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 6,072 shares; 2025Q1: 6,323 shares; 2025Q2: 6,343 shares; 2025Q3: 11,391 shares; 2025Q4: 10,509 shares; 2026Q1: 9,866 shares 9,866 $2.04M 0.29% -643 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: 30,561 shares; 2024Q4: 29,606 shares; 2025Q1: 30,061 shares; 2025Q2: 29,742 shares; 2025Q3: 24,425 shares; 2025Q4: 26,508 shares; 2026Q1: 25,708 shares 25,708 $1.99M 0.29% -800 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: 4,853 shares; 2024Q4: 4,809 shares; 2025Q1: 4,506 shares; 2025Q2: 5,894 shares; 2025Q3: 6,706 shares; 2025Q4: 6,582 shares; 2026Q1: 4,608 shares 4,608 $1.98M 0.29% -1,974 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: 22,578 shares; 2024Q4: 14,999 shares; 2025Q1: 14,979 shares; 2025Q2: 14,494 shares; 2025Q3: 13,560 shares; 2025Q4: 13,133 shares; 2026Q1: 13,270 shares 13,270 $1.85M 0.27% +137 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: 10,901 shares; 2024Q4: 10,924 shares; 2025Q1: 10,881 shares; 2025Q2: 7,954 shares; 2025Q3: 7,411 shares; 2025Q4: 7,838 shares; 2026Q1: 7,753 shares 7,753 $1.83M 0.26% -85 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: 46,740 shares; 2024Q4: 45,386 shares; 2025Q1: 45,329 shares; 2025Q2: 4,039 shares; 2025Q3: 3,476 shares; 2025Q4: 3,391 shares; 2026Q1: 4,146 shares 4,146 $1.81M 0.26% +755 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: 4,795 shares; 2024Q4: 4,856 shares; 2025Q1: 4,902 shares; 2025Q2: 4,516 shares; 2025Q3: 3,521 shares; 2025Q4: 3,863 shares; 2026Q1: 3,592 shares 3,592 $1.79M 0.26% -271 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: 21,773 shares; 2024Q4: 22,225 shares; 2025Q1: 22,647 shares; 2025Q2: 22,219 shares; 2025Q3: 19,610 shares; 2025Q4: 18,057 shares; 2026Q1: 17,449 shares 17,449 $1.79M 0.26% -608 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: 3,076 shares; 2024Q4: 3,298 shares; 2025Q1: 5,417 shares; 2025Q2: 5,468 shares; 2025Q3: 5,260 shares; 2025Q4: 3,285 shares; 2026Q1: 2,986 shares 2,986 $1.72M 0.25% -299 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 352 shares; 2025Q3: 357 shares; 2025Q4: 392 shares; 2026Q1: 409 shares 409 $1.72M 0.25% +17 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,295 shares; 2025Q1: 6,359 shares; 2025Q2: 6,012 shares; 2025Q3: 6,019 shares; 2025Q4: 5,899 shares; 2026Q1: 5,978 shares 5,978 $1.68M 0.24% +79 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 115,848 shares; 2025Q4: 116,466 shares; 2026Q1: 115,848 shares 115,848 $1.65M 0.24% -618 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,421 shares; 2024Q4: 19,211 shares; 2025Q1: 18,929 shares; 2025Q2: 18,056 shares; 2025Q3: 17,492 shares; 2025Q4: 17,492 shares; 2026Q1: 14,574 shares 14,574 $1.65M 0.24% -2,918 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: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,715 shares; 2025Q2: 8,703 shares; 2025Q3: 9,870 shares; 2025Q4: 10,352 shares; 2026Q1: 10,051 shares 10,051 $1.61M 0.23% -301 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 5,874 shares; 2025Q1: 5,872 shares; 2025Q2: 4,069 shares; 2025Q3: 4,026 shares; 2025Q4: 3,746 shares; 2026Q1: 3,731 shares 3,731 $1.59M 0.23% -15 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,381 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 12,268 shares; 2025Q3: 12,168 shares; 2025Q4: 12,162 shares; 2026Q1: 12,162 shares 12,162 $1.47M 0.21% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,361 shares; 2024Q4: 5,321 shares; 2025Q1: 5,674 shares; 2025Q2: 5,036 shares; 2025Q3: 5,500 shares; 2025Q4: 5,399 shares; 2026Q1: 5,282 shares 5,282 $1.43M 0.21% -117 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: 6,406 shares; 2024Q4: 6,406 shares; 2025Q1: 6,501 shares; 2025Q2: 5,661 shares; 2025Q3: 3,979 shares; 2025Q4: 3,906 shares; 2026Q1: 4,034 shares 4,034 $1.42M 0.2% +128 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 19,205 shares; 2025Q1: 19,205 shares; 2025Q2: 5,506 shares; 2025Q3: 4,780 shares; 2025Q4: 4,787 shares; 2026Q1: 4,687 shares 4,687 $1.42M 0.2% -100 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,558 shares; 2025Q1: 5,722 shares; 2025Q2: 5,067 shares; 2025Q3: 4,161 shares; 2025Q4: 4,492 shares; 2026Q1: 4,340 shares 4,340 $1.31M 0.19% -152 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: 13,654 shares; 2024Q4: 13,969 shares; 2025Q1: 14,118 shares; 2025Q2: 8,936 shares; 2025Q3: 7,602 shares; 2025Q4: 9,087 shares; 2026Q1: 8,299 shares 8,299 $1.29M 0.19% -788 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: 6,647 shares; 2024Q4: 6,648 shares; 2025Q1: 6,900 shares; 2025Q2: 6,391 shares; 2025Q3: 5,215 shares; 2025Q4: 4,973 shares; 2026Q1: 5,103 shares 5,103 $1.24M 0.18% +130 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,773 shares; 2024Q4: 9,773 shares; 2025Q1: not reported; 2025Q2: 22,120 shares; 2025Q3: 30,919 shares; 2025Q4: 30,919 shares; 2026Q1: 30,919 shares 30,919 $1.18M 0.17% 0 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: 7,880 shares; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 9,105 shares; 2025Q3: 9,085 shares; 2025Q4: 9,846 shares; 2026Q1: 9,752 shares 9,752 $1.16M 0.17% -94 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,407 shares; 2026Q1: 13,957 shares 13,957 $1.15M 0.17% -3,450 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: 6,895 shares; 2024Q4: 6,669 shares; 2025Q1: 6,912 shares; 2025Q2: 6,873 shares; 2025Q3: 6,206 shares; 2025Q4: 6,149 shares; 2026Q1: 5,978 shares 5,978 $1.15M 0.17% -171 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,691 shares; 2024Q4: 43,392 shares; 2025Q1: 43,392 shares; 2025Q2: 43,123 shares; 2025Q3: 43,123 shares; 2025Q4: 43,123 shares; 2026Q1: 44,934 shares 44,934 $1.15M 0.17% +1,811 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,653 shares; 2024Q4: 236,653 shares; 2025Q1: 236,653 shares; 2025Q2: 251,790 shares; 2025Q3: 237,443 shares; 2025Q4: 260,484 shares; 2026Q1: 260,484 shares 260,484 $1.12M 0.16% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 611 shares; 2025Q2: 848 shares; 2025Q3: 505 shares; 2025Q4: 10,052 shares; 2026Q1: 11,571 shares 11,571 $1.11M 0.16% +1,519 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 4,195 shares; 2025Q1: 4,161 shares; 2025Q2: 4,161 shares; 2025Q3: 4,161 shares; 2025Q4: 4,170 shares; 2026Q1: 4,160 shares 4,160 $1.11M 0.16% -10 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,078 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares 1,799 $1.11M 0.16% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 4,510 shares; 2025Q1: 4,941 shares; 2025Q2: 4,352 shares; 2025Q3: 4,800 shares; 2025Q4: 2,797 shares; 2026Q1: 3,236 shares 3,236 $1.09M 0.16% +439 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: 12,493 shares; 2024Q4: 12,493 shares; 2025Q1: 13,947 shares; 2025Q2: 4,407 shares; 2025Q3: 4,431 shares; 2025Q4: 4,337 shares; 2026Q1: 4,240 shares 4,240 $1.09M 0.16% -97 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: 21,769 shares; 2024Q4: 21,769 shares; 2025Q1: 21,769 shares; 2025Q2: 20,630 shares; 2025Q3: 20,630 shares; 2025Q4: 21,710 shares; 2026Q1: 21,710 shares 21,710 $1.07M 0.15% 0 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: 2,764 shares; 2024Q4: 3,320 shares; 2025Q1: 3,948 shares; 2025Q2: 3,937 shares; 2025Q3: 3,560 shares; 2025Q4: 3,810 shares; 2026Q1: 3,323 shares 3,323 $1.06M 0.15% -487 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,830 shares; 2024Q4: 22,830 shares; 2025Q1: 21,030 shares; 2025Q2: 21,030 shares; 2025Q3: 20,922 shares; 2025Q4: 20,922 shares; 2026Q1: 20,922 shares 20,922 $1.04M 0.15% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 1,170 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 984 shares; 2025Q4: 1,180 shares; 2026Q1: 930 shares 930 $1.01M 0.15% -250 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,505 shares; 2025Q1: 4,118 shares; 2025Q2: 4,275 shares; 2025Q3: 2,464 shares; 2025Q4: 2,293 shares; 2026Q1: 1,771 shares 1,771 $1.01M 0.15% -522 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,773 shares; 2024Q4: 10,476 shares; 2025Q1: 11,245 shares; 2025Q2: 11,303 shares; 2025Q3: 7,982 shares; 2025Q4: 7,811 shares; 2026Q1: 8,412 shares 8,412 $998K 0.14% +601 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,436 shares; 2025Q1: 2,355 shares; 2025Q2: 2,056 shares; 2025Q3: 1,298 shares; 2025Q4: 1,110 shares; 2026Q1: 1,103 shares 1,103 $987K 0.14% -7 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: 6,985 shares; 2024Q4: 6,876 shares; 2025Q1: 7,944 shares; 2025Q2: 6,843 shares; 2025Q3: 6,632 shares; 2025Q4: 5,927 shares; 2026Q1: 5,803 shares 5,803 $985K 0.14% -124 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,558 shares; 2025Q1: 4,498 shares; 2025Q2: 4,400 shares; 2025Q3: 4,392 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473 $980K 0.14% 0 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: 3,155 shares; 2024Q4: 2,235 shares; 2025Q1: 2,267 shares; 2025Q2: 2,308 shares; 2025Q3: 1,911 shares; 2025Q4: 2,012 shares; 2026Q1: 1,984 shares 1,984 $975K 0.14% -28 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: 12,466 shares; 2024Q4: 12,466 shares; 2025Q1: 12,752 shares; 2025Q2: 12,745 shares; 2025Q3: 9,016 shares; 2025Q4: 9,035 shares; 2026Q1: 8,567 shares 8,567 $972K 0.14% -468 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: 4,837 shares; 2024Q4: 4,830 shares; 2025Q1: 5,238 shares; 2025Q2: 4,414 shares; 2025Q3: 3,473 shares; 2025Q4: 3,389 shares; 2026Q1: 3,429 shares 3,429 $958K 0.14% +40 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,018 shares; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 13,647 shares; 2026Q1: 13,647 shares 13,647 $952K 0.14% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,741 shares; 2025Q4: 4,398 shares; 2026Q1: 4,397 shares 4,397 $943K 0.14% -1 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: 2,494 shares; 2024Q4: 2,612 shares; 2025Q1: 2,625 shares; 2025Q2: 2,525 shares; 2025Q3: 2,545 shares; 2025Q4: 3,727 shares; 2026Q1: 2,852 shares 2,852 $937K 0.13% -875 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,783 shares; 2025Q1: 1,852 shares; 2025Q2: 1,850 shares; 2025Q3: 1,108 shares; 2025Q4: 1,694 shares; 2026Q1: 1,658 shares 1,658 $934K 0.13% -36 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: 43,811 shares; 2024Q4: 47,137 shares; 2025Q1: 47,644 shares; 2025Q2: 50,005 shares; 2025Q3: 47,689 shares; 2025Q4: 30,243 shares; 2026Q1: 32,827 shares 32,827 $922K 0.13% +2,584 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: 4,754 shares; 2024Q4: 4,762 shares; 2025Q1: 4,671 shares; 2025Q2: 4,685 shares; 2025Q3: 3,979 shares; 2025Q4: 4,660 shares; 2026Q1: 4,419 shares 4,419 $920K 0.13% -241 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: 6,476 shares; 2024Q4: 6,479 shares; 2025Q1: 6,725 shares; 2025Q2: 6,825 shares; 2025Q3: 6,799 shares; 2025Q4: 6,872 shares; 2026Q1: 6,872 shares 6,872 $900K 0.13% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 391 shares; 2025Q1: 306 shares; 2025Q2: 307 shares; 2025Q3: 309 shares; 2025Q4: 700 shares; 2026Q1: 3,004 shares 3,004 $895K 0.13% +2,304 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: 3,942 shares; 2024Q4: 3,992 shares; 2025Q1: 3,985 shares; 2025Q2: 3,879 shares; 2025Q3: 2,197 shares; 2025Q4: 2,016 shares; 2026Q1: 2,008 shares 2,008 $892K 0.13% -8 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: 32,167 shares; 2024Q4: 26,112 shares; 2025Q1: 25,733 shares; 2025Q2: 18,717 shares; 2025Q3: 15,926 shares; 2025Q4: 11,692 shares; 2026Q1: 11,657 shares 11,657 $887K 0.13% -35 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,114 shares; 2025Q2: 1,036 shares; 2025Q3: 955 shares; 2025Q4: 998 shares; 2026Q1: 1,027 shares 1,027 $869K 0.13% +29 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: 35,431 shares; 2024Q4: 25,941 shares; 2025Q1: 26,997 shares; 2025Q2: 25,132 shares; 2025Q3: 15,326 shares; 2025Q4: 18,303 shares; 2026Q1: 17,797 shares 17,797 $868K 0.12% -506 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,674 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares; 2025Q3: 2,708 shares; 2025Q4: 2,789 shares; 2026Q1: 2,747 shares 2,747 $863K 0.12% -42 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,323 shares; 2025Q2: 1,872 shares; 2025Q3: 1,379 shares; 2025Q4: 2,109 shares; 2026Q1: 1,869 shares 1,869 $862K 0.12% -240 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,346 shares; 2025Q3: 6,355 shares; 2025Q4: 6,358 shares; 2026Q1: 6,359 shares 6,359 $856K 0.12% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,574 shares; 2024Q4: 13,700 shares; 2025Q1: 13,806 shares; 2025Q2: 13,809 shares; 2025Q3: 14,041 shares; 2025Q4: 13,405 shares; 2026Q1: 13,214 shares 13,214 $801K 0.12% -191 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: 9,159 shares; 2024Q4: 9,065 shares; 2025Q1: 9,328 shares; 2025Q2: 9,008 shares; 2025Q3: 9,969 shares; 2025Q4: 10,914 shares; 2026Q1: 8,903 shares 8,903 $798K 0.11% -2,011 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: 3,166 shares; 2024Q4: 3,238 shares; 2025Q1: 3,384 shares; 2025Q2: 3,311 shares; 2025Q3: 3,291 shares; 2025Q4: 4,019 shares; 2026Q1: 3,915 shares 3,915 $795K 0.11% -104 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 173 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 186 shares; 2025Q4: 227 shares; 2026Q1: 231 shares 231 $780K 0.11% +4 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: 13,485 shares; 2026Q1: 13,429 shares 13,429 $765K 0.11% -56 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: 1,079 shares; 2024Q4: 963 shares; 2025Q1: 1,027 shares; 2025Q2: 9,646 shares; 2025Q3: 9,666 shares; 2025Q4: 9,911 shares; 2026Q1: 10,172 shares 10,172 $749K 0.11% +261 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: 3,721 shares; 2024Q4: 3,977 shares; 2025Q1: 4,973 shares; 2025Q2: 5,127 shares; 2025Q3: 5,274 shares; 2025Q4: 4,502 shares; 2026Q1: 4,537 shares 4,537 $745K 0.11% +35 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: 65 shares; 2024Q4: 99 shares; 2025Q1: 114 shares; 2025Q2: 150 shares; 2025Q3: 65 shares; 2025Q4: 585 shares; 2026Q1: 562 shares 562 $742K 0.11% -23 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,488 shares; 2025Q1: 6,488 shares; 2025Q2: 6,488 shares; 2025Q3: 6,488 shares; 2025Q4: 6,488 shares; 2026Q1: 6,488 shares 6,488 $742K 0.11% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,725 shares; 2025Q1: 3,975 shares; 2025Q2: 4,022 shares; 2025Q3: 4,075 shares; 2025Q4: 3,893 shares; 2026Q1: 3,819 shares 3,819 $741K 0.11% -74 Timeline VOE 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: 50,426 shares; 2024Q4: 50,600 shares; 2025Q1: 52,214 shares; 2025Q2: 20,539 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares; 2026Q1: 3,907 shares 3,907 $720K 0.1% -212 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: 20,405 shares; 2024Q4: 20,405 shares; 2025Q1: 20,405 shares; 2025Q2: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 15,590 shares; 2026Q1: 15,590 shares 15,590 $715K 0.1% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,851 shares; 2026Q1: 13,347 shares 13,347 $710K 0.1% -7,504 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 873 shares; 2025Q1: 874 shares; 2025Q2: 844 shares; 2025Q3: 710 shares; 2025Q4: 741 shares; 2026Q1: 736 shares 736 $708K 0.1% -5 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: 3,305 shares; 2024Q4: 1,005 shares; 2025Q1: 1,216 shares; 2025Q2: 988 shares; 2025Q3: 965 shares; 2025Q4: 1,061 shares; 2026Q1: 985 shares 985 $698K 0.1% -76 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,597 shares; 2024Q4: 42,597 shares; 2025Q1: 41,347 shares; 2025Q2: 41,347 shares; 2025Q3: 26,597 shares; 2025Q4: 26,597 shares; 2026Q1: 26,597 shares 26,597 $697K 0.1% 0 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: 8,778 shares; 2024Q4: 8,953 shares; 2025Q1: 9,349 shares; 2025Q2: 12,899 shares; 2025Q3: 9,462 shares; 2025Q4: 8,428 shares; 2026Q1: 8,672 shares 8,672 $690K 0.1% +244 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,285 shares; 2024Q4: 16,053 shares; 2025Q1: 16,053 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $688K 0.1% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,941 shares; 2025Q1: 2,056 shares; 2025Q2: 2,052 shares; 2025Q3: 2,042 shares; 2025Q4: 2,701 shares; 2026Q1: 2,644 shares 2,644 $688K 0.1% -57 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,465 shares; 2025Q1: 4,490 shares; 2025Q2: 4,454 shares; 2025Q3: 3,725 shares; 2025Q4: 3,959 shares; 2026Q1: 3,945 shares 3,945 $681K 0.1% -14 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,623 shares; 2025Q1: 5,946 shares; 2025Q2: 5,593 shares; 2025Q3: 4,181 shares; 2025Q4: 3,079 shares; 2026Q1: 3,161 shares 3,161 $675K 0.1% +82 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,153 shares; 2024Q4: 2,713 shares; 2025Q1: 2,938 shares; 2025Q2: 2,958 shares; 2025Q3: 1,819 shares; 2025Q4: 2,027 shares; 2026Q1: 1,886 shares 1,886 $675K 0.1% -141 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: 22,151 shares; 2024Q4: 17,840 shares; 2025Q1: 17,751 shares; 2025Q2: 19,105 shares; 2025Q3: 15,630 shares; 2025Q4: 14,737 shares; 2026Q1: 14,951 shares 14,951 $660K 0.1% +214 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,208 shares; 2026Q1: 15,919 shares 15,919 $659K 0.09% +10,711 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: 5,693 shares; 2024Q4: 5,693 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares 5,016 $643K 0.09% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,859 shares; 2025Q1: 4,881 shares; 2025Q2: 4,871 shares; 2025Q3: 3,657 shares; 2025Q4: 3,702 shares; 2026Q1: 3,639 shares 3,639 $631K 0.09% -63 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: 10,073 shares; 2024Q4: 10,099 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 5,591 shares; 2025Q4: 7,169 shares; 2026Q1: 6,759 shares 6,759 $628K 0.09% -410 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,688 shares; 2025Q2: 3,687 shares; 2025Q3: 3,705 shares; 2025Q4: 3,716 shares; 2026Q1: 3,711 shares 3,711 $628K 0.09% -5 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: 4,402 shares; 2024Q4: 4,515 shares; 2025Q1: 4,314 shares; 2025Q2: 3,800 shares; 2025Q3: 3,255 shares; 2025Q4: 3,319 shares; 2026Q1: 3,241 shares 3,241 $614K 0.09% -78 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 8,414 shares; 2025Q3: 6,593 shares; 2025Q4: 6,686 shares; 2026Q1: 6,638 shares 6,638 $613K 0.09% -48 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: 2,990 shares; 2024Q4: 3,058 shares; 2025Q1: 2,896 shares; 2025Q2: 2,934 shares; 2025Q3: 2,378 shares; 2025Q4: 2,642 shares; 2026Q1: 2,516 shares 2,516 $612K 0.09% -126 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: 2,671 shares; 2024Q4: 2,663 shares; 2025Q1: 2,753 shares; 2025Q2: 2,728 shares; 2025Q3: 2,718 shares; 2025Q4: 3,036 shares; 2026Q1: 3,013 shares 3,013 $597K 0.09% -23 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: 6,434 shares; 2024Q4: 6,434 shares; 2025Q1: 6,497 shares; 2025Q2: 4,640 shares; 2025Q3: 4,062 shares; 2025Q4: 4,115 shares; 2026Q1: 4,085 shares 4,085 $593K 0.09% -30 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE 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: 119,888 shares; 2025Q4: 119,888 shares; 2026Q1: 119,888 shares 119,888 $592K 0.09% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,376 shares; 2025Q1: 4,376 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares; 2025Q4: 4,275 shares; 2026Q1: 3,975 shares 3,975 $579K 0.08% -300 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,519 shares; 2025Q2: 9,536 shares; 2025Q3: 8,361 shares; 2025Q4: 9,020 shares; 2026Q1: 9,216 shares 9,216 $578K 0.08% +196 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 22,983 shares; 2025Q1: 4,921 shares; 2025Q2: 1,467 shares; 2025Q3: 2,506 shares; 2025Q4: 2,215 shares; 2026Q1: 2,122 shares 2,122 $578K 0.08% -93 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,887 shares; 2025Q1: 2,014 shares; 2025Q2: 2,147 shares; 2025Q3: 1,566 shares; 2025Q4: 1,822 shares; 2026Q1: 1,760 shares 1,760 $576K 0.08% -62 Timeline XSD 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $571K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6,914 shares; 2025Q1: 6,824 shares; 2025Q2: 7,015 shares; 2025Q3: 4,859 shares; 2025Q4: 2,582 shares; 2026Q1: 2,490 shares 2,490 $563K 0.08% -92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 919 shares; 2025Q4: 1,552 shares; 2026Q1: 1,634 shares 1,634 $558K 0.08% +82 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: 4,172 shares; 2024Q4: 4,180 shares; 2025Q1: 4,350 shares; 2025Q2: 3,317 shares; 2025Q3: 3,312 shares; 2025Q4: 3,307 shares; 2026Q1: 3,268 shares 3,268 $553K 0.08% -39 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: 9,179 shares; 2024Q4: 9,521 shares; 2025Q1: 9,613 shares; 2025Q2: 9,304 shares; 2025Q3: 7,542 shares; 2025Q4: 4,948 shares; 2026Q1: 5,661 shares 5,661 $546K 0.08% +713 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 1,127 shares; 2026Q1: 1,095 shares 1,095 $543K 0.08% -32 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: 9,479 shares; 2024Q4: 10,207 shares; 2025Q1: 10,613 shares; 2025Q2: 10,970 shares; 2025Q3: 10,177 shares; 2025Q4: 2,865 shares; 2026Q1: 2,659 shares 2,659 $541K 0.08% -206 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 6,798 shares 6,798 $539K 0.08% +4,895 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: 3,000 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares 2,968 $538K 0.08% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,330 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,593 shares; 2025Q4: 4,733 shares; 2026Q1: 4,733 shares 4,733 $525K 0.08% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,882 shares; 2024Q4: 8,958 shares; 2025Q1: 8,967 shares; 2025Q2: 8,967 shares; 2025Q3: 5,515 shares; 2025Q4: 5,767 shares; 2026Q1: 6,066 shares 6,066 $515K 0.07% +299 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: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,303 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,300 shares; 2026Q1: 2,927 shares 2,927 $506K 0.07% -373 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: 988 shares; 2024Q4: 987 shares; 2025Q1: 1,002 shares; 2025Q2: 1,001 shares; 2025Q3: 990 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $506K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 7,971 shares; 2025Q1: 7,742 shares; 2025Q2: 7,744 shares; 2025Q3: 7,777 shares; 2025Q4: 7,918 shares; 2026Q1: 7,634 shares 7,634 $504K 0.07% -284 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares; 2026Q1: 5,044 shares 5,044 $502K 0.07% -287 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: 3,995 shares; 2024Q4: 4,114 shares; 2025Q1: 4,189 shares; 2025Q2: 3,658 shares; 2025Q3: 2,244 shares; 2025Q4: 3,203 shares; 2026Q1: 2,487 shares 2,487 $493K 0.07% -716 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,108 shares; 2025Q1: 2,092 shares; 2025Q2: 1,984 shares; 2025Q3: 1,999 shares; 2025Q4: 2,248 shares; 2026Q1: 2,238 shares 2,238 $486K 0.07% -10 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: 15,876 shares; 2024Q4: 17,880 shares; 2025Q1: 18,169 shares; 2025Q2: 16,952 shares; 2025Q3: 15,658 shares; 2025Q4: 10,605 shares; 2026Q1: 9,123 shares 9,123 $482K 0.07% -1,482 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,589 shares; 2024Q4: 19,589 shares; 2025Q1: 19,807 shares; 2025Q2: 19,756 shares; 2025Q3: 19,777 shares; 2025Q4: 19,719 shares; 2026Q1: 19,719 shares 19,719 $482K 0.07% 0 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: 7,825 shares; 2024Q4: 7,829 shares; 2025Q1: 7,620 shares; 2025Q2: 8,086 shares; 2025Q3: 8,732 shares; 2025Q4: 7,757 shares; 2026Q1: 7,736 shares 7,736 $478K 0.07% -21 Timeline FALN 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: 18,957 shares; 2024Q4: 18,957 shares; 2025Q1: 18,957 shares; 2025Q2: 18,957 shares; 2025Q3: 17,757 shares; 2025Q4: 17,757 shares; 2026Q1: 17,757 shares 17,757 $474K 0.07% 0 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: 1,767 shares; 2024Q4: 1,765 shares; 2025Q1: 1,754 shares; 2025Q2: 2,019 shares; 2025Q3: 1,103 shares; 2025Q4: 1,477 shares; 2026Q1: 1,434 shares 1,434 $467K 0.07% -43 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,186 shares; 2025Q1: 2,227 shares; 2025Q2: 2,232 shares; 2025Q3: 2,231 shares; 2025Q4: 2,352 shares; 2026Q1: 2,279 shares 2,279 $465K 0.07% -73 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 4,248 shares; 2025Q1: 4,248 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares 3,843 $455K 0.07% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,498 shares; 2025Q2: 1,352 shares; 2025Q3: 1,345 shares; 2025Q4: 1,272 shares; 2026Q1: 1,528 shares 1,528 $451K 0.07% +256 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: 2,319 shares; 2024Q4: 2,323 shares; 2025Q1: 2,368 shares; 2025Q2: 2,365 shares; 2025Q3: 2,351 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares 2,412 $450K 0.06% 0 Timeline TLG TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 19,243 shares 19,243 $449K 0.06% 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: 344 shares; 2024Q4: 87 shares; 2025Q1: 189 shares; 2025Q2: 184 shares; 2025Q3: 172 shares; 2025Q4: 373 shares; 2026Q1: 305 shares 305 $449K 0.06% -68 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: 982 shares; 2024Q4: 1,499 shares; 2025Q1: 2,013 shares; 2025Q2: 1,953 shares; 2025Q3: 1,589 shares; 2025Q4: 4,649 shares; 2026Q1: 3,375 shares 3,375 $446K 0.06% -1,274 Timeline GPIQ 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: 4,100 shares; 2025Q2: 4,157 shares; 2025Q3: 4,214 shares; 2025Q4: 4,836 shares; 2026Q1: 8,913 shares 8,913 $441K 0.06% +4,077 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 8,110 shares 8,110 $433K 0.06% +610 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: 6,532 shares; 2024Q4: 6,532 shares; 2025Q1: 6,958 shares; 2025Q2: 6,954 shares; 2025Q3: 3,850 shares; 2025Q4: 4,721 shares; 2026Q1: 2,612 shares 2,612 $432K 0.06% -2,109 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,605 shares; 2025Q1: 5,688 shares; 2025Q2: 5,689 shares; 2025Q3: 5,650 shares; 2025Q4: 6,031 shares; 2026Q1: 5,906 shares 5,906 $427K 0.06% -125 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: 8,711 shares; 2024Q4: 5,451 shares; 2025Q1: 5,450 shares; 2025Q2: 5,548 shares; 2025Q3: 7,185 shares; 2025Q4: 4,914 shares; 2026Q1: 11,611 shares 11,611 $427K 0.06% +6,697 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 3,032 shares; 2025Q1: 3,185 shares; 2025Q2: 3,011 shares; 2025Q3: 3,605 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares 2,971 $426K 0.06% 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: 15,679 shares; 2024Q4: 16,233 shares; 2025Q1: 15,795 shares; 2025Q2: 16,943 shares; 2025Q3: 12,906 shares; 2025Q4: 7,894 shares; 2026Q1: 8,472 shares 8,472 $425K 0.06% +578 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,779 shares; 2025Q2: 6,779 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares; 2026Q1: 6,779 shares 6,779 $418K 0.06% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,628 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,016 shares; 2025Q4: 978 shares; 2026Q1: 960 shares 960 $417K 0.06% -18 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: 2,109 shares; 2024Q4: 2,118 shares; 2025Q1: 2,786 shares; 2025Q2: 2,936 shares; 2025Q3: 1,735 shares; 2025Q4: 1,417 shares; 2026Q1: 1,407 shares 1,407 $409K 0.06% -10 Timeline IYR 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: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: 4,286 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,286 shares 4,286 $405K 0.06% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,580 shares; 2025Q1: 2,347 shares; 2025Q2: 2,540 shares; 2025Q3: 2,340 shares; 2025Q4: 1,886 shares; 2026Q1: 1,870 shares 1,870 $402K 0.06% -16 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,139 shares; 2025Q1: 1,240 shares; 2025Q2: 1,201 shares; 2025Q3: 1,185 shares; 2025Q4: 1,115 shares; 2026Q1: 1,136 shares 1,136 $402K 0.06% +21 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: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,550 shares; 2025Q2: 1,581 shares; 2025Q3: 1,536 shares; 2025Q4: 1,690 shares; 2026Q1: 1,697 shares 1,697 $390K 0.06% +7 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: 7,840 shares; 2024Q4: 8,035 shares; 2025Q1: 8,361 shares; 2025Q2: 8,353 shares; 2025Q3: 8,297 shares; 2025Q4: 6,467 shares; 2026Q1: 6,594 shares 6,594 $380K 0.05% +127 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: 13,930 shares; 2024Q4: 14,077 shares; 2025Q1: 13,883 shares; 2025Q2: 14,082 shares; 2025Q3: 8,715 shares; 2025Q4: 7,378 shares; 2026Q1: 7,155 shares 7,155 $372K 0.05% -223 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $371K 0.05% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 5,624 shares; 2025Q1: 5,644 shares; 2025Q2: 5,824 shares; 2025Q3: 4,786 shares; 2025Q4: 4,081 shares; 2026Q1: 4,273 shares 4,273 $370K 0.05% +192 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: 890 shares; 2024Q4: 339 shares; 2025Q1: 414 shares; 2025Q2: 444 shares; 2025Q3: 433 shares; 2025Q4: 455 shares; 2026Q1: 424 shares 424 $367K 0.05% -31 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,197 shares; 2025Q1: 5,197 shares; 2025Q2: 5,200 shares; 2025Q3: 5,199 shares; 2025Q4: 4,624 shares; 2026Q1: 4,628 shares 4,628 $361K 0.05% +4 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,175 shares; 2024Q4: 9,143 shares; 2025Q1: 9,211 shares; 2025Q2: 9,611 shares; 2025Q3: 6,371 shares; 2025Q4: 2,178 shares; 2026Q1: 2,651 shares 2,651 $361K 0.05% +473 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: 3,105 shares; 2024Q4: 3,203 shares; 2025Q1: 3,275 shares; 2025Q2: 1,779 shares; 2025Q3: 1,977 shares; 2025Q4: 1,864 shares; 2026Q1: 1,807 shares 1,807 $360K 0.05% -57 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares 1,693 $357K 0.05% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $350K 0.05% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $344K 0.05% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,912 shares; 2025Q1: 1,926 shares; 2025Q2: 1,925 shares; 2025Q3: 1,935 shares; 2025Q4: 1,968 shares; 2026Q1: 1,906 shares 1,906 $343K 0.05% -62 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: 733 shares; 2024Q4: 732 shares; 2025Q1: 853 shares; 2025Q2: 863 shares; 2025Q3: 841 shares; 2025Q4: 827 shares; 2026Q1: 802 shares 802 $341K 0.05% -25 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: 8,039 shares; 2024Q4: 8,039 shares; 2025Q1: 8,039 shares; 2025Q2: 8,039 shares; 2025Q3: 7,589 shares; 2025Q4: 6,857 shares; 2026Q1: 6,857 shares 6,857 $339K 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,318 shares; 2024Q4: 8,183 shares; 2025Q1: 8,417 shares; 2025Q2: 4,546 shares; 2025Q3: 3,109 shares; 2025Q4: 2,636 shares; 2026Q1: 2,581 shares 2,581 $338K 0.05% -55 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,576 shares; 2025Q1: 9,024 shares; 2025Q2: 8,941 shares; 2025Q3: 1,883 shares; 2025Q4: 2,374 shares; 2026Q1: 2,268 shares 2,268 $332K 0.05% -106 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: 550 shares; 2024Q4: 522 shares; 2025Q1: 613 shares; 2025Q2: 927 shares; 2025Q3: 603 shares; 2025Q4: 830 shares; 2026Q1: 765 shares 765 $331K 0.05% -65 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 4,092 shares; 2026Q1: 3,981 shares 3,981 $328K 0.05% -111 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: 4,253 shares; 2024Q4: 4,457 shares; 2025Q1: 4,836 shares; 2025Q2: 4,638 shares; 2025Q3: 4,665 shares; 2025Q4: 4,733 shares; 2026Q1: 4,559 shares 4,559 $327K 0.05% -174 Timeline ALMU AELUMA INC More: the full row for AELUMA 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: 24,967 shares; 2025Q3: 24,967 shares; 2025Q4: 24,967 shares; 2026Q1: 24,967 shares 24,967 $327K 0.05% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 1,844 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,861 shares; 2025Q4: 1,660 shares; 2026Q1: 1,658 shares 1,658 $324K 0.05% -2 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: 2,331 shares; 2025Q1: 3,265 shares; 2025Q2: 3,554 shares; 2025Q3: 3,439 shares; 2025Q4: 2,556 shares; 2026Q1: 2,612 shares 2,612 $321K 0.05% +56 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: 10,127 shares; 2024Q4: 10,127 shares; 2025Q1: 10,294 shares; 2025Q2: 10,289 shares; 2025Q3: 10,042 shares; 2025Q4: 10,697 shares; 2026Q1: 11,014 shares 11,014 $319K 0.05% +317 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,107 shares; 2024Q4: 25,107 shares; 2025Q1: 25,107 shares; 2025Q2: 25,107 shares; 2025Q3: 25,107 shares; 2025Q4: 25,107 shares; 2026Q1: 25,107 shares 25,107 $317K 0.05% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 666 shares; 2026Q1: 812 shares 812 $315K 0.05% +146 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,667 shares; 2025Q1: 1,754 shares; 2025Q2: 1,808 shares; 2025Q3: 1,734 shares; 2025Q4: 1,828 shares; 2026Q1: 1,808 shares 1,808 $312K 0.04% -20 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 4,522 shares; 2025Q1: 4,626 shares; 2025Q2: 3,446 shares; 2025Q3: 3,555 shares; 2025Q4: 3,455 shares; 2026Q1: 3,327 shares 3,327 $308K 0.04% -128 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,006 shares; 2025Q1: 3,572 shares; 2025Q2: 3,649 shares; 2025Q3: 3,640 shares; 2025Q4: 5,276 shares; 2026Q1: 6,491 shares 6,491 $302K 0.04% +1,215 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: 1,490 shares; 2024Q4: 1,465 shares; 2025Q1: 1,544 shares; 2025Q2: 1,547 shares; 2025Q3: 873 shares; 2025Q4: 1,026 shares; 2026Q1: 1,015 shares 1,015 $296K 0.04% -11 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: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 7,125 shares; 2025Q3: 7,175 shares; 2025Q4: 5,325 shares; 2026Q1: 3,325 shares 3,325 $293K 0.04% -2,000 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 438 shares; 2025Q3: 447 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $292K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,047 shares; 2025Q1: 1,043 shares; 2025Q2: 1,075 shares; 2025Q3: 1,054 shares; 2025Q4: 2,233 shares; 2026Q1: 1,343 shares 1,343 $291K 0.04% -890 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,047 shares; 2025Q1: 1,126 shares; 2025Q2: 1,146 shares; 2025Q3: 767 shares; 2025Q4: 627 shares; 2026Q1: 481 shares 481 $291K 0.04% -146 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $289K 0.04% 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: 2,387 shares; 2024Q4: 2,387 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares 2,427 $285K 0.04% 0 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: 1,127 shares; 2024Q4: 1,135 shares; 2025Q1: 1,146 shares; 2025Q2: 1,119 shares; 2025Q3: 1,131 shares; 2025Q4: 1,143 shares; 2026Q1: 1,131 shares 1,131 $283K 0.04% -12 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,978 shares; 2026Q1: 3,978 shares 3,978 $282K 0.04% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares 1,415 $279K 0.04% new 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: 5,093 shares; 2024Q4: 5,107 shares; 2025Q1: 5,105 shares; 2025Q2: 5,120 shares; 2025Q3: 5,086 shares; 2025Q4: 5,634 shares; 2026Q1: 5,527 shares 5,527 $279K 0.04% -107 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 5,550 shares; 2026Q1: 5,937 shares 5,937 $271K 0.04% +387 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: 2,391 shares; 2024Q4: 2,775 shares; 2025Q1: 2,803 shares; 2025Q2: 2,440 shares; 2025Q3: 1,179 shares; 2025Q4: 1,851 shares; 2026Q1: 1,719 shares 1,719 $270K 0.04% -132 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,069 shares; 2026Q1: 9,050 shares 9,050 $270K 0.04% -19 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,184 shares; 2025Q1: 2,186 shares; 2025Q2: 2,185 shares; 2025Q3: 2,151 shares; 2025Q4: 1,482 shares; 2026Q1: 1,272 shares 1,272 $266K 0.04% -210 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,063 shares; 2026Q1: 1,068 shares 1,068 $265K 0.04% +5 Timeline IHE 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $260K 0.04% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $255K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares; 2026Q1: 2,528 shares 2,528 $254K 0.04% +13 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares; 2026Q1: 1,229 shares 1,229 $253K 0.04% -15 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: 11,731 shares; 2024Q4: 11,739 shares; 2025Q1: 12,148 shares; 2025Q2: 11,595 shares; 2025Q3: 11,206 shares; 2025Q4: 11,967 shares; 2026Q1: 12,435 shares 12,435 $249K 0.04% +468 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: 1,963 shares; 2024Q4: 2,017 shares; 2025Q1: 2,078 shares; 2025Q2: 2,077 shares; 2025Q3: 1,887 shares; 2025Q4: 1,958 shares; 2026Q1: 1,863 shares 1,863 $244K 0.04% -95 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 817 shares; 2025Q1: 921 shares; 2025Q2: 922 shares; 2025Q3: 495 shares; 2025Q4: 553 shares; 2026Q1: 559 shares 559 $244K 0.04% +6 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: 1,864 shares; 2024Q4: 1,865 shares; 2025Q1: 1,872 shares; 2025Q2: 1,928 shares; 2025Q3: 1,979 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares 2,086 $241K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 3,413 shares; 2025Q1: 3,605 shares; 2025Q2: 3,564 shares; 2025Q3: 1,346 shares; 2025Q4: 1,429 shares; 2026Q1: 1,435 shares 1,435 $236K 0.03% +6 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: 4,866 shares; 2024Q4: 4,967 shares; 2025Q1: 1,872 shares; 2025Q2: 1,766 shares; 2025Q3: 1,903 shares; 2025Q4: 3,301 shares; 2026Q1: 3,282 shares 3,282 $234K 0.03% -19 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $234K 0.03% 0 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: 1,726 shares; 2024Q4: 2,753 shares; 2025Q1: 3,029 shares; 2025Q2: 3,324 shares; 2025Q3: 3,310 shares; 2025Q4: 2,364 shares; 2026Q1: 2,481 shares 2,481 $233K 0.03% +117 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: 989 shares; 2024Q4: 989 shares; 2025Q1: 991 shares; 2025Q2: 999 shares; 2025Q3: 330 shares; 2025Q4: 320 shares; 2026Q1: 473 shares 473 $232K 0.03% +153 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: 753 shares; 2024Q4: 731 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 789 shares; 2025Q4: 881 shares; 2026Q1: 788 shares 788 $231K 0.03% -93 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: 3,696 shares; 2024Q4: 3,697 shares; 2025Q1: 3,560 shares; 2025Q2: 3,448 shares; 2025Q3: 2,555 shares; 2025Q4: 2,105 shares; 2026Q1: 2,000 shares 2,000 $230K 0.03% -105 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: 1,836 shares; 2024Q4: 1,823 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,129 shares; 2025Q4: 2,401 shares; 2026Q1: 2,364 shares 2,364 $228K 0.03% -37 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 718 shares; 2024Q4: 619 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $224K 0.03% 0 Timeline IDGT 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: 1,700 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 2,250 shares 2,250 $220K 0.03% +400 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,294 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,305 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $218K 0.03% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 2,321 shares; 2026Q1: 1,371 shares 1,371 $216K 0.03% -950 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: 1,649 shares; 2024Q4: 1,649 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,658 shares; 2025Q4: 1,648 shares; 2026Q1: 1,703 shares 1,703 $216K 0.03% +55 Timeline ITB 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: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares 2,360 $214K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,663 shares; 2025Q4: 1,843 shares; 2026Q1: 2,321 shares 2,321 $211K 0.03% +478 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 2,555 shares; 2026Q1: 2,455 shares 2,455 $208K 0.03% -100 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,026 shares 4,026 $204K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,325 shares; 2025Q2: 992 shares; 2025Q3: 481 shares; 2025Q4: 231 shares; 2026Q1: 232 shares 232 $203K 0.03% +1 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 206 shares; 2025Q2: 190 shares; 2025Q3: 180 shares; 2025Q4: 287 shares; 2026Q1: 275 shares 275 $200K 0.03% -12 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: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,615 shares; 2025Q2: 1,617 shares; 2025Q3: 234 shares; 2025Q4: 486 shares; 2026Q1: 476 shares 476 $198K 0.03% -10 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: 828 shares; 2024Q4: 1,153 shares; 2025Q1: 1,301 shares; 2025Q2: 1,282 shares; 2025Q3: 972 shares; 2025Q4: 685 shares; 2026Q1: 697 shares 697 $198K 0.03% +12 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: 3,979 shares 3,979 $197K 0.03% 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: 1,742 shares; 2026Q1: 2,457 shares 2,457 $193K 0.03% +715 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: 2,664 shares; 2024Q4: 2,694 shares; 2025Q1: 2,475 shares; 2025Q2: 2,562 shares; 2025Q3: 1,189 shares; 2025Q4: 1,076 shares; 2026Q1: 1,047 shares 1,047 $191K 0.03% -29 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,473 shares; 2025Q2: 2,360 shares; 2025Q3: 2,405 shares; 2025Q4: 2,298 shares; 2026Q1: 2,348 shares 2,348 $190K 0.03% +50 Timeline ITA 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: 270 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 300 shares; 2025Q4: 500 shares; 2026Q1: 860 shares 860 $188K 0.03% +360 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 689 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 629 shares; 2026Q1: 599 shares 599 $188K 0.03% -30 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares 1,387 $188K 0.03% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 3,895 shares; 2025Q1: 4,643 shares; 2025Q2: 4,643 shares; 2025Q3: 4,643 shares; 2025Q4: 8,659 shares; 2026Q1: 8,653 shares 8,653 $187K 0.03% -6 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $187K 0.03% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,678 shares 1,678 $186K 0.03% +488 Timeline JPIE 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 4,000 shares 4,000 $184K 0.03% -2,200 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 103 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 100 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $184K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 454 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 523 shares; 2025Q4: 563 shares; 2026Q1: 925 shares 925 $183K 0.03% +362 Timeline KIE 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $182K 0.03% 0 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: 1,742 shares; 2024Q4: 1,660 shares; 2025Q1: 1,514 shares; 2025Q2: 1,512 shares; 2025Q3: 1,537 shares; 2025Q4: 1,556 shares; 2026Q1: 1,579 shares 1,579 $181K 0.03% +23 Timeline RSPT 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $181K 0.03% 0 Timeline ROBO 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $181K 0.03% 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: 1,084 shares; 2024Q4: 1,041 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,271 shares; 2025Q4: 1,383 shares; 2026Q1: 1,325 shares 1,325 $179K 0.03% -58 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares 1,402 $179K 0.03% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 2,528 shares; 2026Q1: 2,556 shares 2,556 $177K 0.03% +28 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: 731 shares; 2024Q4: 700 shares; 2025Q1: 526 shares; 2025Q2: 506 shares; 2025Q3: 264 shares; 2025Q4: 405 shares; 2026Q1: 396 shares 396 $177K 0.03% -9 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,414 shares; 2025Q1: 2,391 shares; 2025Q2: 1,535 shares; 2025Q3: 1,430 shares; 2025Q4: 1,652 shares; 2026Q1: 1,474 shares 1,474 $174K 0.03% -178 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,807 shares; 2024Q4: 269,843 shares; 2025Q1: 270,085 shares; 2025Q2: 98,889 shares; 2025Q3: 1,738 shares; 2025Q4: 2,204 shares; 2026Q1: 1,929 shares 1,929 $174K 0.03% -275 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: 911 shares; 2024Q4: 911 shares; 2025Q1: 929 shares; 2025Q2: 979 shares; 2025Q3: 995 shares; 2025Q4: 1,135 shares; 2026Q1: 823 shares 823 $173K 0.02% -312 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: 5,776 shares; 2024Q4: 5,713 shares; 2025Q1: 5,780 shares; 2025Q2: 5,807 shares; 2025Q3: 3,722 shares; 2025Q4: 1,327 shares; 2026Q1: 1,424 shares 1,424 $173K 0.02% +97 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares 1,664 $167K 0.02% 0 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: 1,004 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,017 shares 1,017 $166K 0.02% -3 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: 908 shares; 2024Q4: 886 shares; 2025Q1: 898 shares; 2025Q2: 874 shares; 2025Q3: 878 shares; 2025Q4: 904 shares; 2026Q1: 901 shares 901 $165K 0.02% -3 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,087 shares; 2025Q1: 955 shares; 2025Q2: 1,190 shares; 2025Q3: 1,168 shares; 2025Q4: 2,480 shares; 2026Q1: 2,370 shares 2,370 $164K 0.02% -110 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: 5,390 shares; 2024Q4: 5,169 shares; 2025Q1: 5,208 shares; 2025Q2: 4,854 shares; 2025Q3: 3,032 shares; 2025Q4: 3,145 shares; 2026Q1: 2,909 shares 2,909 $164K 0.02% -236 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: 3,013 shares; 2024Q4: 3,015 shares; 2025Q1: 3,120 shares; 2025Q2: 2,730 shares; 2025Q3: 2,277 shares; 2025Q4: 2,031 shares; 2026Q1: 1,920 shares 1,920 $164K 0.02% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 288 shares; 2026Q1: 298 shares 298 $164K 0.02% +10 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 1,289 shares; 2026Q1: 1,281 shares 1,281 $161K 0.02% -8 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 613 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 625 shares; 2025Q4: 685 shares; 2026Q1: 666 shares 666 $159K 0.02% -19 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: 853 shares; 2024Q4: 1,706 shares; 2025Q1: 2,169 shares; 2025Q2: 2,240 shares; 2025Q3: 1,356 shares; 2025Q4: 817 shares; 2026Q1: 993 shares 993 $159K 0.02% +176 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares 1,166 $158K 0.02% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares 1,933 $158K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,610 shares; 2025Q1: 3,898 shares; 2025Q2: 3,869 shares; 2025Q3: 3,641 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares 3,417 $157K 0.02% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 954 shares 954 $156K 0.02% +246 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: 1,140 shares; 2024Q4: 1,290 shares; 2025Q1: 1,330 shares; 2025Q2: 1,431 shares; 2025Q3: 911 shares; 2025Q4: 930 shares; 2026Q1: 828 shares 828 $155K 0.02% -102 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,931 shares 2,931 $153K 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,225 shares; 2025Q1: 1,270 shares; 2025Q2: 1,273 shares; 2025Q3: 1,375 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares 1,680 $151K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,302 shares; 2025Q2: 1,404 shares; 2025Q3: 1,443 shares; 2025Q4: 949 shares; 2026Q1: 840 shares 840 $151K 0.02% -109 Timeline XHB 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $148K 0.02% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 894 shares; 2025Q1: 957 shares; 2025Q2: 965 shares; 2025Q3: 937 shares; 2025Q4: 1,125 shares; 2026Q1: 1,563 shares 1,563 $146K 0.02% +438 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: 182 shares; 2024Q4: 139 shares; 2025Q1: 197 shares; 2025Q2: 209 shares; 2025Q3: 196 shares; 2025Q4: 465 shares; 2026Q1: 520 shares 520 $144K 0.02% +55 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares 3,203 $144K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 9,782 shares; 2025Q1: 9,592 shares; 2025Q2: 8,064 shares; 2025Q3: 6,205 shares; 2025Q4: 2,502 shares; 2026Q1: 2,586 shares 2,586 $144K 0.02% +84 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $144K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,425 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $143K 0.02% 0 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 439 shares; 2025Q2: 442 shares; 2025Q3: 432 shares; 2025Q4: 468 shares; 2026Q1: 441 shares 441 $142K 0.02% -27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares; 2026Q1: 5,153 shares 5,153 $141K 0.02% +4,000 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,258 shares; 2025Q2: 1,263 shares; 2025Q3: 1,243 shares; 2025Q4: 1,666 shares; 2026Q1: 1,966 shares 1,966 $141K 0.02% +300 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $140K 0.02% 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: 244 shares; 2024Q4: 394 shares; 2025Q1: 494 shares; 2025Q2: 649 shares; 2025Q3: 832 shares; 2025Q4: 392 shares; 2026Q1: 404 shares 404 $137K 0.02% +12 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,303 shares; 2025Q1: 1,302 shares; 2025Q2: 1,334 shares; 2025Q3: 1,293 shares; 2025Q4: 1,328 shares; 2026Q1: 1,276 shares 1,276 $136K 0.02% -52 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 492 shares; 2025Q2: 391 shares; 2025Q3: 188 shares; 2025Q4: 1,710 shares; 2026Q1: 1,291 shares 1,291 $135K 0.02% -419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 1,862 shares; 2026Q1: 1,845 shares 1,845 $134K 0.02% -17 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $133K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 48 shares; 2025Q4: 279 shares; 2026Q1: 272 shares 272 $132K 0.02% -7 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,453 shares; 2025Q1: 1,785 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 5,373 shares; 2026Q1: 5,046 shares 5,046 $131K 0.02% -327 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $131K 0.02% 0 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: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $130K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 1,087 shares; 2026Q1: 981 shares 981 $130K 0.02% -106 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 47 shares; 2025Q2: 92 shares; 2025Q3: 96 shares; 2025Q4: 144 shares; 2026Q1: 131 shares 131 $128K 0.02% -13 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: 12,429 shares; 2024Q4: 12,483 shares; 2025Q1: 10,730 shares; 2025Q2: 9,147 shares; 2025Q3: 8,472 shares; 2025Q4: 738 shares; 2026Q1: 1,069 shares 1,069 $128K 0.02% +331 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 29 shares; 2025Q3: 27 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $126K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 305 shares; 2025Q1: 323 shares; 2025Q2: 358 shares; 2025Q3: 258 shares; 2025Q4: 569 shares; 2026Q1: 517 shares 517 $126K 0.02% -52 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: 813 shares; 2024Q4: 884 shares; 2025Q1: 1,217 shares; 2025Q2: 1,187 shares; 2025Q3: 1,074 shares; 2025Q4: 877 shares; 2026Q1: 963 shares 963 $126K 0.02% +86 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 2,152 shares; 2026Q1: 2,152 shares 2,152 $126K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,386 shares; 2025Q1: 1,401 shares; 2025Q2: 1,382 shares; 2025Q3: 1,399 shares; 2025Q4: 1,076 shares; 2026Q1: 1,302 shares 1,302 $126K 0.02% +226 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,270 shares; 2024Q4: 10,668 shares; 2025Q1: 20,037 shares; 2025Q2: 19,186 shares; 2025Q3: 19,209 shares; 2025Q4: 3,099 shares; 2026Q1: 3,104 shares 3,104 $125K 0.02% +5 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: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $125K 0.02% 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: 1,113 shares; 2024Q4: 1,115 shares; 2025Q1: 1,038 shares; 2025Q2: 1,036 shares; 2025Q3: 379 shares; 2025Q4: 544 shares; 2026Q1: 463 shares 463 $123K 0.02% -81 Timeline BOTZ 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $123K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: 1,763 shares; 2025Q2: 1,760 shares; 2025Q3: 472 shares; 2025Q4: 600 shares; 2026Q1: 590 shares 590 $122K 0.02% -10 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: 8,622 shares; 2024Q4: 8,825 shares; 2025Q1: 9,400 shares; 2025Q2: 5,276 shares; 2025Q3: 4,630 shares; 2025Q4: 5,933 shares; 2026Q1: 4,246 shares 4,246 $122K 0.02% -1,687 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 717 shares; 2025Q1: 745 shares; 2025Q2: 533 shares; 2025Q3: 521 shares; 2025Q4: 527 shares; 2026Q1: 543 shares 543 $122K 0.02% +16 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: 1,116 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,874 shares; 2025Q3: 994 shares; 2025Q4: 100 shares; 2026Q1: 800 shares 800 $121K 0.02% +700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 585 shares; 2026Q1: 450 shares 450 $120K 0.02% -135 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 700 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $119K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 115 shares; 2025Q1: 243 shares; 2025Q2: 248 shares; 2025Q3: 229 shares; 2025Q4: 280 shares; 2026Q1: 248 shares 248 $117K 0.02% -32 Timeline SOCL 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $117K 0.02% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 4,045 shares 4,045 $115K 0.02% +3,110 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 291 shares; 2025Q1: 448 shares; 2025Q2: 437 shares; 2025Q3: 452 shares; 2025Q4: 569 shares; 2026Q1: 465 shares 465 $115K 0.02% -104 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,596 shares; 2024Q4: 35,170 shares; 2025Q1: 35,622 shares; 2025Q2: 1,852 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $115K 0.02% 0 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: 10,216 shares; 2024Q4: 9,794 shares; 2025Q1: 8,233 shares; 2025Q2: 2,238 shares; 2025Q3: 1,663 shares; 2025Q4: 1,491 shares; 2026Q1: 1,485 shares 1,485 $114K 0.02% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $114K 0.02% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $113K 0.02% 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: 2 shares; 2024Q4: 1,010 shares; 2025Q1: 900 shares; 2025Q2: 565 shares; 2025Q3: 1,465 shares; 2025Q4: 1,298 shares; 2026Q1: 1,217 shares 1,217 $113K 0.02% -81 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: 2,041 shares; 2024Q4: 2,050 shares; 2025Q1: 2,018 shares; 2025Q2: 1,866 shares; 2025Q3: 1,470 shares; 2025Q4: 1,450 shares; 2026Q1: 1,452 shares 1,452 $112K 0.02% +2 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: 26,800 shares; 2024Q4: 26,800 shares; 2025Q1: 26,800 shares; 2025Q2: 39,980 shares; 2025Q3: 39,930 shares; 2025Q4: 8,830 shares; 2026Q1: 8,830 shares 8,830 $112K 0.02% 0 Timeline EWY 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $111K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,186 shares 1,186 $111K 0.02% +66 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $109K 0.02% 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: 132 shares; 2024Q4: 180 shares; 2025Q1: 311 shares; 2025Q2: 356 shares; 2025Q3: 360 shares; 2025Q4: 167 shares; 2026Q1: 158 shares 158 $108K 0.02% -9 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,789 shares; 2025Q4: 219 shares; 2026Q1: 226 shares 226 $107K 0.02% +7 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 558 shares 558 $107K 0.02% +128 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: 580 shares; 2024Q4: 320 shares; 2025Q1: 306 shares; 2025Q2: 304 shares; 2025Q3: 380 shares; 2025Q4: 1,213 shares; 2026Q1: 1,146 shares 1,146 $107K 0.02% -67 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,345 shares; 2025Q1: 1,344 shares; 2025Q2: 1,352 shares; 2025Q3: 1,311 shares; 2025Q4: 3,343 shares; 2026Q1: 3,307 shares 3,307 $106K 0.02% -36 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: 2,307 shares; 2024Q4: 2,355 shares; 2025Q1: 2,397 shares; 2025Q2: 2,196 shares; 2025Q3: 2,194 shares; 2025Q4: 2,531 shares; 2026Q1: 2,522 shares 2,522 $105K 0.02% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 2,225 shares 2,225 $104K 0.01% new 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 800 shares; 2025Q4: 875 shares; 2026Q1: 832 shares 832 $103K 0.01% -43 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,357 shares; 2025Q1: 2,364 shares; 2025Q2: 2,334 shares; 2025Q3: 2,351 shares; 2025Q4: 2,279 shares; 2026Q1: 2,183 shares 2,183 $102K 0.01% -96 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: 74 shares; 2024Q4: 74 shares; 2025Q1: 81 shares; 2025Q2: 84 shares; 2025Q3: 80 shares; 2025Q4: 561 shares; 2026Q1: 724 shares 724 $101K 0.01% +163 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: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,810 shares; 2026Q1: 2,010 shares 2,010 $100K 0.01% +200 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $99.2K 0.01% 0 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $98.6K 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: 2,644 shares; 2024Q4: 2,642 shares; 2025Q1: 2,924 shares; 2025Q2: 941 shares; 2025Q3: 772 shares; 2025Q4: 1,088 shares; 2026Q1: 1,078 shares 1,078 $97.4K 0.01% -10 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares 2,279 $96.8K 0.01% 0 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: 233 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 174 shares; 2025Q3: 191 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $96.8K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 2,729 shares; 2025Q1: 2,751 shares; 2025Q2: 2,396 shares; 2025Q3: 584 shares; 2025Q4: 314 shares; 2026Q1: 279 shares 279 $95.8K 0.01% -35 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: 15 shares; 2024Q4: 24 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 669 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $95K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 271 shares; 2025Q4: 1,021 shares; 2026Q1: 860 shares 860 $94.4K 0.01% -161 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares 529 $91K 0.01% new 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: 5,089 shares; 2024Q4: 5,070 shares; 2025Q1: 4,724 shares; 2025Q2: 4,483 shares; 2025Q3: 2,304 shares; 2025Q4: 1,413 shares; 2026Q1: 1,137 shares 1,137 $90.3K 0.01% -276 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 12 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $89.8K 0.01% 0 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: 15 shares; 2024Q4: 151 shares; 2025Q1: 167 shares; 2025Q2: 175 shares; 2025Q3: 233 shares; 2025Q4: 406 shares; 2026Q1: 383 shares 383 $89.3K 0.01% -23 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 624 shares; 2025Q1: 777 shares; 2025Q2: 892 shares; 2025Q3: 902 shares; 2025Q4: 630 shares; 2026Q1: 626 shares 626 $89.2K 0.01% -4 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: 26,442 shares; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 9,101 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $86.9K 0.01% 0 Timeline GGME 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: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $86.7K 0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,192 shares; 2025Q1: 2,238 shares; 2025Q2: 2,427 shares; 2025Q3: 2,429 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares 4,649 $86.1K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,416 shares; 2025Q2: 3,605 shares; 2025Q3: 3,540 shares; 2025Q4: 3,397 shares; 2026Q1: 4,489 shares 4,489 $86K 0.01% +1,092 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 921 shares; 2026Q1: 954 shares 954 $85.8K 0.01% +33 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,403 shares; 2025Q1: 1,203 shares; 2025Q2: 1,024 shares; 2025Q3: 1,016 shares; 2025Q4: 1,125 shares; 2026Q1: 1,136 shares 1,136 $85.6K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,403 shares; 2026Q1: 1,173 shares 1,173 $85.3K 0.01% -230 Timeline 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: 4 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 135 shares; 2025Q4: 616 shares; 2026Q1: 777 shares 777 $84.8K 0.01% +161 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 1,039 shares; 2025Q1: 888 shares; 2025Q2: 116 shares; 2025Q3: 1,067 shares; 2025Q4: 3,282 shares; 2026Q1: 5,599 shares 5,599 $84.1K 0.01% +2,317 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 1,407 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,835 shares; 2026Q1: 1,988 shares 1,988 $83.9K 0.01% +153 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares 945 $83.5K 0.01% new 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: 310 shares; 2024Q4: 389 shares; 2025Q1: 446 shares; 2025Q2: 531 shares; 2025Q3: 549 shares; 2025Q4: 444 shares; 2026Q1: 424 shares 424 $83.5K 0.01% -20 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 420 shares; 2026Q1: 411 shares 411 $83.4K 0.01% -9 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares 702 $82.3K 0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 127 shares; 2025Q4: 3,450 shares; 2026Q1: 3,443 shares 3,443 $82.2K 0.01% -7 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $82K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 552 shares; 2025Q1: 516 shares; 2025Q2: 513 shares; 2025Q3: 504 shares; 2025Q4: 1,086 shares; 2026Q1: 1,057 shares 1,057 $82K 0.01% -29 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 222 shares; 2025Q2: 192 shares; 2025Q3: 227 shares; 2025Q4: 669 shares; 2026Q1: 598 shares 598 $81.3K 0.01% -71 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,744 shares; 2025Q3: 1,297 shares; 2025Q4: 10,243 shares; 2026Q1: 10,235 shares 10,235 $81.3K 0.01% -8 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 515 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $80.7K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 777 shares 777 $79.9K 0.01% +77 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $79K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,370 shares; 2026Q1: 1,291 shares 1,291 $78.8K 0.01% -79 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: 788 shares; 2024Q4: 809 shares; 2025Q1: 837 shares; 2025Q2: 788 shares; 2025Q3: 797 shares; 2025Q4: 850 shares; 2026Q1: 868 shares 868 $78.5K 0.01% +18 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: 914 shares; 2024Q4: 914 shares; 2025Q1: 1,021 shares; 2025Q2: 1,474 shares; 2025Q3: 1,589 shares; 2025Q4: 1,288 shares; 2026Q1: 1,071 shares 1,071 $78.4K 0.01% -217 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $78.3K 0.01% 0 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: 598 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 350 shares; 2025Q3: 320 shares; 2025Q4: 1,243 shares; 2026Q1: 1,607 shares 1,607 $77.4K 0.01% +364 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 6,760 shares; 2025Q2: 6,738 shares; 2025Q3: 6,728 shares; 2025Q4: 1,037 shares; 2026Q1: 873 shares 873 $77.2K 0.01% -164 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: 15,870 shares; 2024Q4: 15,738 shares; 2025Q1: 15,807 shares; 2025Q2: 16,078 shares; 2025Q3: 6,805 shares; 2025Q4: 2,269 shares; 2026Q1: 1,880 shares 1,880 $77.2K 0.01% -389 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: 5,534 shares; 2025Q3: 5,115 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares 5,160 $75.4K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 1,030 shares; 2025Q2: 3,507 shares; 2025Q3: 968 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares 1,027 $75K 0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 3,752 shares; 2026Q1: 3,752 shares 3,752 $74.1K 0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $73.9K 0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,304 shares; 2025Q2: 1,295 shares; 2025Q3: 1,243 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $73.9K 0.01% 0 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 156 shares; 2025Q2: 154 shares; 2025Q3: 148 shares; 2025Q4: 236 shares; 2026Q1: 230 shares 230 $73.7K 0.01% -6 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 599 shares; 2025Q1: 659 shares; 2025Q2: 871 shares; 2025Q3: 308 shares; 2025Q4: 97 shares; 2026Q1: 99 shares 99 $73.1K 0.01% +2 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: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,230 shares; 2025Q2: 1,236 shares; 2025Q3: 1,196 shares; 2025Q4: 1,389 shares; 2026Q1: 1,213 shares 1,213 $72.7K 0.01% -176 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 707 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $72.3K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 775 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $72.1K 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: 858 shares; 2024Q4: 859 shares; 2025Q1: 1,278 shares; 2025Q2: 1,160 shares; 2025Q3: 958 shares; 2025Q4: 1,478 shares; 2026Q1: 1,227 shares 1,227 $72.1K 0.01% -251 Timeline DTCR 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: 2,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $71.9K 0.01% new 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: 2,370 shares; 2024Q4: 12,309 shares; 2025Q1: 10,764 shares; 2025Q2: 11,066 shares; 2025Q3: 3,454 shares; 2025Q4: 3,646 shares; 2026Q1: 3,445 shares 3,445 $71.3K 0.01% -201 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,417 shares; 2025Q1: 1,443 shares; 2025Q2: 1,421 shares; 2025Q3: 1,419 shares; 2025Q4: 1,335 shares; 2026Q1: 1,157 shares 1,157 $71K 0.01% -178 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 678 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $70.7K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 189 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 114 shares; 2025Q4: 139 shares; 2026Q1: 300 shares 300 $69.6K 0.01% +161 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to 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: 1,480 shares; 2026Q1: 1,500 shares 1,500 $69.5K 0.01% +20 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 883 shares; 2025Q2: 1,496 shares; 2025Q3: 306 shares; 2025Q4: 491 shares; 2026Q1: 848 shares 848 $69.3K 0.01% +357 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,160 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 395 shares; 2025Q4: 334 shares; 2026Q1: 320 shares 320 $69.3K 0.01% -14 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares 832 $68.9K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 516 shares; 2025Q2: 642 shares; 2025Q3: 719 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $68.9K 0.01% 0 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 604 shares; 2025Q2: 574 shares; 2025Q3: 95 shares; 2025Q4: 196 shares; 2026Q1: 193 shares 193 $68.7K 0.01% -3 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: 9 shares; 2024Q4: 1,313 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,606 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares 2,593 $68.7K 0.01% 0 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: 2,827 shares; 2024Q4: 2,886 shares; 2025Q1: 2,672 shares; 2025Q2: 2,673 shares; 2025Q3: 1,722 shares; 2025Q4: 793 shares; 2026Q1: 789 shares 789 $68.5K 0.01% -4 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 739 shares; 2025Q1: 563 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares 1,206 $68.3K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 651 shares; 2025Q1: 744 shares; 2025Q2: 742 shares; 2025Q3: 736 shares; 2025Q4: 621 shares; 2026Q1: 584 shares 584 $67.6K 0.01% -37 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $67.5K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 411 shares; 2025Q1: 448 shares; 2025Q2: 438 shares; 2025Q3: 454 shares; 2025Q4: 540 shares; 2026Q1: 514 shares 514 $67.4K 0.01% -26 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 204 shares; 2025Q1: 419 shares; 2025Q2: 428 shares; 2025Q3: 425 shares; 2025Q4: 375 shares; 2026Q1: 636 shares 636 $67.3K 0.01% +261 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 73 shares; 2025Q2: 68 shares; 2025Q3: 83 shares; 2025Q4: 476 shares; 2026Q1: 479 shares 479 $65.7K 0.01% +3 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 286 shares; 2025Q1: 203 shares; 2025Q2: 244 shares; 2025Q3: 254 shares; 2025Q4: 337 shares; 2026Q1: 332 shares 332 $65.5K 0.01% -5 Timeline PSL 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $65.1K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 779 shares; 2025Q2: 820 shares; 2025Q3: 706 shares; 2025Q4: 516 shares; 2026Q1: 663 shares 663 $64.8K 0.01% +147 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: 206 shares; 2024Q4: 200 shares; 2025Q1: 242 shares; 2025Q2: 132 shares; 2025Q3: 105 shares; 2025Q4: 113 shares; 2026Q1: 115 shares 115 $64.6K 0.01% +2 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: 3,328 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328 $64.2K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 175 shares; 2026Q1: 169 shares 169 $64.2K 0.01% -6 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: 16 shares; 2024Q4: 91 shares; 2025Q1: 88 shares; 2025Q2: 27 shares; 2025Q3: 18 shares; 2025Q4: 395 shares; 2026Q1: 333 shares 333 $63.2K 0.01% -62 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 10,710 shares; 2025Q3: 10,710 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $62.3K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 372 shares; 2025Q1: 503 shares; 2025Q2: 468 shares; 2025Q3: 284 shares; 2025Q4: 405 shares; 2026Q1: 341 shares 341 $62.1K 0.01% -64 Timeline ICF 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $61.9K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 276 shares; 2025Q2: 76 shares; 2025Q3: 374 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $61.3K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,776 shares; 2025Q2: 1,789 shares; 2025Q3: 1,716 shares; 2025Q4: 2,637 shares; 2026Q1: 2,330 shares 2,330 $60.9K 0.01% -307 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: 867 shares; 2024Q4: 497 shares; 2025Q1: 567 shares; 2025Q2: 460 shares; 2025Q3: 735 shares; 2025Q4: 691 shares; 2026Q1: 1,096 shares 1,096 $60.5K 0.01% +405 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,858 shares; 2025Q1: 4,785 shares; 2025Q2: 5,034 shares; 2025Q3: 4,669 shares; 2025Q4: 4,462 shares; 2026Q1: 4,471 shares 4,471 $60.4K 0.01% +9 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,080 shares; 2025Q1: 1,939 shares; 2025Q2: 2,164 shares; 2025Q3: 2,214 shares; 2025Q4: 1,254 shares; 2026Q1: 1,231 shares 1,231 $60.3K 0.01% -23 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: 614 shares; 2026Q1: 649 shares 649 $59K 0.01% +35 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,430 shares; 2025Q1: 1,331 shares; 2025Q2: 1,287 shares; 2025Q3: 1,568 shares; 2025Q4: 1,529 shares; 2026Q1: 3,071 shares 3,071 $59K 0.01% +1,542 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: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,027 shares; 2025Q3: 126 shares; 2025Q4: 195 shares; 2026Q1: 148 shares 148 $58.9K 0.01% -47 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 1,791 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,160 shares 2,160 $57.1K 0.01% new 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: 1,438 shares; 2024Q4: 728 shares; 2025Q1: 688 shares; 2025Q2: 664 shares; 2025Q3: 285 shares; 2025Q4: 415 shares; 2026Q1: 286 shares 286 $56.6K 0.01% -129 Timeline BBH 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $56.4K 0.01% 0 Timeline XRT 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $56.3K 0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 155 shares; 2025Q2: 139 shares; 2025Q3: 280 shares; 2025Q4: 228 shares; 2026Q1: 807 shares 807 $56K 0.01% +579 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: 1,356 shares; 2024Q4: 1,427 shares; 2025Q1: 1,605 shares; 2025Q2: 1,534 shares; 2025Q3: 1,001 shares; 2025Q4: 931 shares; 2026Q1: 515 shares 515 $55.7K 0.01% -416 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,864 shares; 2025Q1: 2,016 shares; 2025Q2: 1,994 shares; 2025Q3: 586 shares; 2025Q4: 209 shares; 2026Q1: 201 shares 201 $55.3K 0.01% -8 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 77 shares; 2025Q3: 73 shares; 2025Q4: 349 shares; 2026Q1: 257 shares 257 $54.5K 0.01% -92 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 400 shares; 2025Q1: 652 shares; 2025Q2: 605 shares; 2025Q3: 830 shares; 2025Q4: 773 shares; 2026Q1: 674 shares 674 $54.3K 0.01% -99 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,064 shares; 2025Q4: 1,070 shares; 2026Q1: 919 shares 919 $54.3K 0.01% -151 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: 3,197 shares; 2024Q4: 3,197 shares; 2025Q1: 3,773 shares; 2025Q2: 3,273 shares; 2025Q3: 818 shares; 2025Q4: 789 shares; 2026Q1: 725 shares 725 $54K 0.01% -64 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 32 shares; 2026Q1: 31 shares 31 $53.6K 0.01% -1 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 1,607 shares; 2025Q1: 1,594 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares 3,546 $52.8K 0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 700 shares; 2026Q1: 650 shares 650 $52.8K 0.01% -50 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: 2,308 shares; 2024Q4: 2,321 shares; 2025Q1: 2,047 shares; 2025Q2: 2,040 shares; 2025Q3: 579 shares; 2025Q4: 755 shares; 2026Q1: 698 shares 698 $52.6K 0.01% -57 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 856 shares; 2025Q1: 726 shares; 2025Q2: 798 shares; 2025Q3: 704 shares; 2025Q4: 559 shares; 2026Q1: 465 shares 465 $52.2K 0.01% -94 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $52.1K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 843 shares; 2025Q1: 996 shares; 2025Q2: 905 shares; 2025Q3: 900 shares; 2025Q4: 656 shares; 2026Q1: 634 shares 634 $51.8K 0.01% -22 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: 3,134 shares; 2024Q4: 3,568 shares; 2025Q1: 3,739 shares; 2025Q2: 3,333 shares; 2025Q3: 4,039 shares; 2025Q4: 1,058 shares; 2026Q1: 1,876 shares 1,876 $51.5K 0.01% +818 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 1,699 shares; 2025Q2: 1,914 shares; 2025Q3: 1,699 shares; 2025Q4: 1,761 shares; 2026Q1: 1,528 shares 1,528 $51.2K 0.01% -233 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 974 shares; 2025Q1: 1,034 shares; 2025Q2: 1,036 shares; 2025Q3: 425 shares; 2025Q4: 1,082 shares; 2026Q1: 1,000 shares 1,000 $50.3K 0.01% -82 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 929 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 171 shares; 2026Q1: 164 shares 164 $49.9K 0.01% -7 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $49.7K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 184 shares; 2025Q2: 183 shares; 2025Q3: 171 shares; 2025Q4: 211 shares; 2026Q1: 180 shares 180 $49K 0.01% -31 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 782 shares; 2026Q1: 782 shares 782 $48.9K 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: 80 shares; 2024Q4: 91 shares; 2025Q1: 162 shares; 2025Q2: 153 shares; 2025Q3: 134 shares; 2025Q4: 365 shares; 2026Q1: 314 shares 314 $48.8K 0.01% -51 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: 149 shares; 2024Q4: 149 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: 42 shares 42 $48.7K 0.01% -6 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $48K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,220 shares; 2025Q1: 858 shares; 2025Q2: 852 shares; 2025Q3: 132 shares; 2025Q4: 194 shares; 2026Q1: 164 shares 164 $47.1K 0.01% -30 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: 1,061 shares; 2024Q4: 1,463 shares; 2025Q1: 1,499 shares; 2025Q2: 842 shares; 2025Q3: 1,958 shares; 2025Q4: 1,083 shares; 2026Q1: 1,262 shares 1,262 $47K 0.01% +179 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,034 shares; 2025Q1: 1,047 shares; 2025Q2: 1,063 shares; 2025Q3: 1,079 shares; 2025Q4: 1,097 shares; 2026Q1: 1,114 shares 1,114 $46.9K 0.01% +17 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: 274 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 253 shares; 2025Q3: 256 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $46.8K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 1,459 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,464 shares; 2025Q4: 763 shares; 2026Q1: 763 shares 763 $46.7K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,407 shares; 2025Q1: 1,399 shares; 2025Q2: 1,423 shares; 2025Q3: 1,494 shares; 2025Q4: 2,720 shares; 2026Q1: 1,914 shares 1,914 $46.5K 0.01% -806 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 161 shares; 2025Q1: 267 shares; 2025Q2: 262 shares; 2025Q3: 211 shares; 2025Q4: 661 shares; 2026Q1: 637 shares 637 $46.2K 0.01% -24 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: 1,521 shares; 2024Q4: 1,867 shares; 2025Q1: 2,612 shares; 2025Q2: 2,262 shares; 2025Q3: 731 shares; 2025Q4: 339 shares; 2026Q1: 307 shares 307 $46.2K 0.01% -32 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: 2,346 shares; 2024Q4: 1,639 shares; 2025Q1: 6,911 shares; 2025Q2: 5,319 shares; 2025Q3: 5,268 shares; 2025Q4: 5,205 shares; 2026Q1: 3,980 shares 3,980 $45.9K 0.01% -1,225 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: 630 shares; 2026Q1: 603 shares 603 $45.9K 0.01% -27 Timeline