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: 197,245 shares; 2024Q4: 216,979 shares; 2025Q1: 227,933 shares; 2025Q2: 235,233 shares; 2025Q3: 236,431 shares; 2025Q4: 256,014 shares; 2026Q1: 242,549 shares 242,549 $158M 7.36% -13,465 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,828 shares; 2024Q4: 183,652 shares; 2025Q1: 180,278 shares; 2025Q2: 174,824 shares; 2025Q3: 176,468 shares; 2025Q4: 179,157 shares; 2026Q1: 178,647 shares 178,647 $117M 5.41% -510 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: 315,325 shares; 2024Q4: 312,984 shares; 2025Q1: 310,595 shares; 2025Q2: 297,203 shares; 2025Q3: 299,970 shares; 2025Q4: 300,764 shares; 2026Q1: 295,181 shares 295,181 $74.9M 3.48% -5,583 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: 110,433 shares; 2024Q4: 108,391 shares; 2025Q1: 107,443 shares; 2025Q2: 105,494 shares; 2025Q3: 105,201 shares; 2025Q4: 103,466 shares; 2026Q1: 104,126 shares 104,126 $64.4M 2.99% +660 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: 281,439 shares; 2024Q4: 277,130 shares; 2025Q1: 260,799 shares; 2025Q2: 219,969 shares; 2025Q3: 218,963 shares; 2025Q4: 206,510 shares; 2026Q1: 199,972 shares 199,972 $57.4M 2.67% -6,538 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: 144,284 shares; 2024Q4: 144,747 shares; 2025Q1: 144,017 shares; 2025Q2: 136,230 shares; 2025Q3: 141,335 shares; 2025Q4: 138,575 shares; 2026Q1: 138,391 shares 138,391 $51.2M 2.38% -184 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: 184,903 shares; 2024Q4: 184,233 shares; 2025Q1: 197,706 shares; 2025Q2: 195,059 shares; 2025Q3: 197,109 shares; 2025Q4: 191,934 shares; 2026Q1: 187,786 shares 187,786 $39.1M 1.82% -4,148 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: 109,155 shares; 2024Q4: 109,763 shares; 2025Q1: 107,001 shares; 2025Q2: 106,381 shares; 2025Q3: 107,845 shares; 2025Q4: 107,439 shares; 2026Q1: 107,418 shares 107,418 $38.3M 1.78% -21 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517,814 shares; 2024Q4: 250,808 shares; 2025Q1: 248,817 shares; 2025Q2: 303,951 shares; 2025Q3: 364,188 shares; 2025Q4: 464,161 shares; 2026Q1: 544,581 shares 544,581 $32.4M 1.51% +80,420 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,010 shares; 2024Q4: 164,543 shares; 2025Q1: 162,003 shares; 2025Q2: 151,011 shares; 2025Q3: 154,298 shares; 2025Q4: 148,712 shares; 2026Q1: 168,962 shares 168,962 $32.4M 1.51% +20,250 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: 170,784 shares; 2024Q4: 180,551 shares; 2025Q1: 189,404 shares; 2025Q2: 187,055 shares; 2025Q3: 187,284 shares; 2025Q4: 185,061 shares; 2026Q1: 174,890 shares 174,890 $30.5M 1.42% -10,171 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: 255,227 shares; 2024Q4: 252,758 shares; 2025Q1: 249,211 shares; 2025Q2: 242,169 shares; 2025Q3: 239,833 shares; 2025Q4: 233,092 shares; 2026Q1: 233,554 shares 233,554 $29.1M 1.35% +462 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: 504,055 shares; 2024Q4: 490,492 shares; 2025Q1: 477,629 shares; 2025Q2: 355,702 shares; 2025Q3: 361,526 shares; 2025Q4: 373,359 shares; 2026Q1: 374,870 shares 374,870 $28.7M 1.33% +1,511 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: 28,614 shares; 2024Q4: 23,495 shares; 2025Q1: 22,922 shares; 2025Q2: 22,638 shares; 2025Q3: 22,303 shares; 2025Q4: 28,209 shares; 2026Q1: 28,752 shares 28,752 $26.4M 1.23% +543 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,092 shares; 2024Q4: 338,369 shares; 2025Q1: 330,201 shares; 2025Q2: 293,843 shares; 2025Q3: 275,590 shares; 2025Q4: 315,450 shares; 2026Q1: 385,979 shares 385,979 $26.1M 1.21% +70,529 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: 117,646 shares; 2024Q4: 116,506 shares; 2025Q1: 117,943 shares; 2025Q2: 115,425 shares; 2025Q3: 115,515 shares; 2025Q4: 115,251 shares; 2026Q1: 114,665 shares 114,665 $24.7M 1.15% -586 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: 126,334 shares; 2024Q4: 124,793 shares; 2025Q1: 123,934 shares; 2025Q2: 95,053 shares; 2025Q3: 93,224 shares; 2025Q4: 87,669 shares; 2026Q1: 85,167 shares 85,167 $24.5M 1.14% -2,502 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: 87,371 shares; 2024Q4: 85,927 shares; 2025Q1: 85,953 shares; 2025Q2: 84,638 shares; 2025Q3: 83,147 shares; 2025Q4: 79,481 shares; 2026Q1: 82,267 shares 82,267 $24.2M 1.12% +2,786 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: 252,263 shares; 2024Q4: 237,044 shares; 2025Q1: 280,486 shares; 2025Q2: 285,639 shares; 2025Q3: 270,854 shares; 2025Q4: 309,545 shares; 2026Q1: 408,628 shares 408,628 $23.9M 1.11% +99,083 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: 99,906 shares; 2024Q4: 128,179 shares; 2025Q1: 125,684 shares; 2025Q2: 96,875 shares; 2025Q3: 91,827 shares; 2025Q4: 86,859 shares; 2026Q1: 88,378 shares 88,378 $23.1M 1.08% +1,519 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: 51,873 shares; 2024Q4: 55,444 shares; 2025Q1: 56,191 shares; 2025Q2: 55,940 shares; 2025Q3: 54,905 shares; 2025Q4: 54,707 shares; 2026Q1: 52,125 shares 52,125 $22.2M 1.03% -2,582 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: 36,786 shares; 2024Q4: 36,306 shares; 2025Q1: 37,683 shares; 2025Q2: 38,830 shares; 2025Q3: 34,861 shares; 2025Q4: 34,311 shares; 2026Q1: 36,953 shares 36,953 $22.1M 1.03% +2,642 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: 107,553 shares; 2024Q4: 97,990 shares; 2025Q1: 94,860 shares; 2025Q2: 88,227 shares; 2025Q3: 84,820 shares; 2025Q4: 88,062 shares; 2026Q1: 90,103 shares 90,103 $22M 1.02% +2,041 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: 77,154 shares; 2024Q4: 75,989 shares; 2025Q1: 77,021 shares; 2025Q2: 67,555 shares; 2025Q3: 65,574 shares; 2025Q4: 64,583 shares; 2026Q1: 66,525 shares 66,525 $21.9M 1.02% +1,942 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: 60,812 shares; 2024Q4: 82,275 shares; 2025Q1: 70,432 shares; 2025Q2: 71,124 shares; 2025Q3: 70,435 shares; 2025Q4: 70,837 shares; 2026Q1: 73,732 shares 73,732 $21.2M 0.98% +2,895 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: 66,658 shares; 2024Q4: 74,330 shares; 2025Q1: 76,549 shares; 2025Q2: 76,422 shares; 2025Q3: 74,501 shares; 2025Q4: 70,710 shares; 2026Q1: 67,341 shares 67,341 $20.8M 0.97% -3,369 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: 29,950 shares; 2024Q4: 31,765 shares; 2025Q1: 29,176 shares; 2025Q2: 29,098 shares; 2025Q3: 25,042 shares; 2025Q4: 23,770 shares; 2026Q1: 24,599 shares 24,599 $20.8M 0.97% +829 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: 76,094 shares; 2024Q4: 75,262 shares; 2025Q1: 75,667 shares; 2025Q2: 72,852 shares; 2025Q3: 72,161 shares; 2025Q4: 67,927 shares; 2026Q1: 68,769 shares 68,769 $20.8M 0.97% +842 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: 43,874 shares; 2024Q4: 45,496 shares; 2025Q1: 52,391 shares; 2025Q2: 52,938 shares; 2025Q3: 51,238 shares; 2025Q4: 60,234 shares; 2026Q1: 55,316 shares 55,316 $18.8M 0.87% -4,918 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: 178,614 shares; 2024Q4: 164,700 shares; 2025Q1: 160,313 shares; 2025Q2: 150,003 shares; 2025Q3: 143,680 shares; 2025Q4: 141,706 shares; 2026Q1: 137,790 shares 137,790 $16.7M 0.78% -3,916 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: 68,681 shares; 2024Q4: 79,060 shares; 2025Q1: 81,051 shares; 2025Q2: 82,174 shares; 2025Q3: 79,802 shares; 2025Q4: 76,844 shares; 2026Q1: 77,240 shares 77,240 $16.5M 0.77% +396 Timeline SHY 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: 117,832 shares; 2024Q4: 184,124 shares; 2025Q1: 172,758 shares; 2025Q2: 169,652 shares; 2025Q3: 169,579 shares; 2025Q4: 180,155 shares; 2026Q1: 199,863 shares 199,863 $16.5M 0.77% +19,708 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: 85,000 shares; 2024Q4: 47,767 shares; 2025Q1: 46,964 shares; 2025Q2: 46,200 shares; 2025Q3: 44,956 shares; 2025Q4: 42,851 shares; 2026Q1: 47,672 shares 47,672 $16.3M 0.76% +4,821 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: 74,035 shares; 2024Q4: 72,092 shares; 2025Q1: 77,394 shares; 2025Q2: 75,776 shares; 2025Q3: 75,973 shares; 2025Q4: 74,990 shares; 2026Q1: 72,244 shares 72,244 $15.7M 0.73% -2,746 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: 19,348 shares; 2024Q4: 17,429 shares; 2025Q1: 16,934 shares; 2025Q2: 15,649 shares; 2025Q3: 14,106 shares; 2025Q4: 14,389 shares; 2026Q1: 15,029 shares 15,029 $15M 0.7% +640 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: 42,177 shares; 2024Q4: 42,233 shares; 2025Q1: 42,337 shares; 2025Q2: 42,359 shares; 2025Q3: 41,848 shares; 2025Q4: 39,608 shares; 2026Q1: 46,329 shares 46,329 $14.7M 0.68% +6,721 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: 47,858 shares; 2024Q4: 47,054 shares; 2025Q1: 45,803 shares; 2025Q2: 43,508 shares; 2025Q3: 44,453 shares; 2025Q4: 44,143 shares; 2026Q1: 43,716 shares 43,716 $14.3M 0.66% -427 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: 62,144 shares; 2024Q4: 62,033 shares; 2025Q1: 61,742 shares; 2025Q2: 61,179 shares; 2025Q3: 61,110 shares; 2025Q4: 114,982 shares; 2026Q1: 107,569 shares 107,569 $14.3M 0.66% -7,413 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: 85,029 shares; 2024Q4: 82,622 shares; 2025Q1: 83,030 shares; 2025Q2: 84,428 shares; 2025Q3: 85,893 shares; 2025Q4: 88,082 shares; 2026Q1: 87,470 shares 87,470 $13.6M 0.63% -612 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: 85,292 shares; 2024Q4: 85,126 shares; 2025Q1: 83,514 shares; 2025Q2: 83,244 shares; 2025Q3: 83,185 shares; 2025Q4: 81,375 shares; 2026Q1: 81,032 shares 81,032 $12.9M 0.6% -343 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: 19,131 shares; 2024Q4: 18,637 shares; 2025Q1: 18,141 shares; 2025Q2: 15,660 shares; 2025Q3: 15,513 shares; 2025Q4: 14,631 shares; 2026Q1: 14,351 shares 14,351 $12.8M 0.6% -280 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: 97,731 shares; 2024Q4: 96,056 shares; 2025Q1: 94,956 shares; 2025Q2: 91,326 shares; 2025Q3: 88,679 shares; 2025Q4: 81,651 shares; 2026Q1: 75,160 shares 75,160 $12.8M 0.59% -6,491 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: 27,425 shares; 2024Q4: 27,773 shares; 2025Q1: 26,915 shares; 2025Q2: 21,814 shares; 2025Q3: 21,971 shares; 2025Q4: 22,790 shares; 2026Q1: 25,895 shares 25,895 $12.4M 0.58% +3,105 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: 232,593 shares; 2024Q4: 223,623 shares; 2025Q1: 166,937 shares; 2025Q2: 165,468 shares; 2025Q3: 157,029 shares; 2025Q4: 153,517 shares; 2026Q1: 153,041 shares 153,041 $12.1M 0.56% -476 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,340 shares; 2024Q4: 148,847 shares; 2025Q1: 264,382 shares; 2025Q2: 346,500 shares; 2025Q3: 305,722 shares; 2025Q4: 276,303 shares; 2026Q1: 235,144 shares 235,144 $11.9M 0.55% -41,159 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: 49,332 shares; 2024Q4: 48,073 shares; 2025Q1: 46,935 shares; 2025Q2: 48,825 shares; 2025Q3: 49,218 shares; 2025Q4: 51,018 shares; 2026Q1: 51,361 shares 51,361 $11M 0.51% +343 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: 37,331 shares; 2024Q4: 37,207 shares; 2025Q1: 37,512 shares; 2025Q2: 36,991 shares; 2025Q3: 36,204 shares; 2025Q4: 35,874 shares; 2026Q1: 33,112 shares 33,112 $10.9M 0.51% -2,762 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: 25,182 shares; 2024Q4: 25,045 shares; 2025Q1: 25,254 shares; 2025Q2: 21,561 shares; 2025Q3: 21,115 shares; 2025Q4: 20,902 shares; 2026Q1: 20,949 shares 20,949 $10.5M 0.49% +47 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: 104,587 shares; 2024Q4: 102,643 shares; 2025Q1: 104,841 shares; 2025Q2: 108,834 shares; 2025Q3: 108,428 shares; 2025Q4: 99,857 shares; 2026Q1: 99,308 shares 99,308 $10.2M 0.47% -549 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: 12,315 shares; 2024Q4: 12,102 shares; 2025Q1: 12,179 shares; 2025Q2: 12,036 shares; 2025Q3: 18,376 shares; 2025Q4: 20,295 shares; 2026Q1: 13,603 shares 13,603 $9.91M 0.46% -6,692 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: 68,096 shares; 2024Q4: 67,550 shares; 2025Q1: 67,874 shares; 2025Q2: 66,718 shares; 2025Q3: 66,524 shares; 2025Q4: 62,177 shares; 2026Q1: 59,539 shares 59,539 $9.8M 0.46% -2,638 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: 75,979 shares; 2024Q4: 75,450 shares; 2025Q1: 75,305 shares; 2025Q2: 60,616 shares; 2025Q3: 58,688 shares; 2025Q4: 61,594 shares; 2026Q1: 67,594 shares 67,594 $9.76M 0.45% +6,000 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: 129,331 shares; 2024Q4: 119,559 shares; 2025Q1: 115,782 shares; 2025Q2: 128,467 shares; 2025Q3: 129,061 shares; 2025Q4: 121,101 shares; 2026Q1: 119,300 shares 119,300 $9.26M 0.43% -1,801 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: 48,306 shares; 2024Q4: 45,447 shares; 2025Q1: 45,629 shares; 2025Q2: 47,043 shares; 2025Q3: 46,019 shares; 2025Q4: 42,916 shares; 2026Q1: 43,641 shares 43,641 $9.03M 0.42% +725 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: 54,358 shares; 2024Q4: 54,258 shares; 2025Q1: 53,365 shares; 2025Q2: 50,158 shares; 2025Q3: 50,427 shares; 2025Q4: 49,589 shares; 2026Q1: 49,589 shares 49,589 $8.93M 0.41% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,842 shares; 2024Q4: 35,846 shares; 2025Q1: 34,350 shares; 2025Q2: 33,704 shares; 2025Q3: 33,198 shares; 2025Q4: 24,257 shares; 2026Q1: 51,473 shares 51,473 $8.91M 0.41% +27,216 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,611 shares; 2024Q4: 52,412 shares; 2025Q1: 51,012 shares; 2025Q2: 50,907 shares; 2025Q3: 59,167 shares; 2025Q4: 62,082 shares; 2026Q1: 65,133 shares 65,133 $8.82M 0.41% +3,051 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: 16,394 shares; 2024Q4: 16,433 shares; 2025Q1: 16,470 shares; 2025Q2: 15,552 shares; 2025Q3: 16,047 shares; 2025Q4: 15,475 shares; 2026Q1: 12,368 shares 12,368 $8.76M 0.41% -3,107 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: 18,127 shares; 2024Q4: 17,460 shares; 2025Q1: 17,660 shares; 2025Q2: 17,183 shares; 2025Q3: 17,583 shares; 2025Q4: 17,555 shares; 2026Q1: 20,274 shares 20,274 $8.72M 0.41% +2,719 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: 41,409 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,147 shares; 2026Q1: 68,236 shares 68,236 $8.72M 0.4% +12,089 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: 25,903 shares; 2024Q4: 24,626 shares; 2025Q1: 24,568 shares; 2025Q2: 23,769 shares; 2025Q3: 23,139 shares; 2025Q4: 23,699 shares; 2026Q1: 26,506 shares 26,506 $8.24M 0.38% +2,807 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $7.9M 0.37% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,248 shares; 2024Q4: 233,628 shares; 2025Q1: 231,489 shares; 2025Q2: 231,786 shares; 2025Q3: 231,238 shares; 2025Q4: 225,588 shares; 2026Q1: 232,244 shares 232,244 $7.71M 0.36% +6,656 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: 44,118 shares; 2024Q4: 41,623 shares; 2025Q1: 38,481 shares; 2025Q2: 38,532 shares; 2025Q3: 40,899 shares; 2025Q4: 34,833 shares; 2026Q1: 92,730 shares 92,730 $7.67M 0.36% +57,897 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: 63,156 shares; 2024Q4: 169,851 shares; 2025Q1: 156,917 shares; 2025Q2: 52,877 shares; 2025Q3: 43,990 shares; 2025Q4: 43,338 shares; 2026Q1: 61,295 shares 61,295 $7.62M 0.35% +17,957 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: 54,164 shares; 2024Q4: 53,595 shares; 2025Q1: 53,141 shares; 2025Q2: 53,408 shares; 2025Q3: 51,998 shares; 2025Q4: 48,947 shares; 2026Q1: 48,347 shares 48,347 $7.6M 0.35% -600 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: 36,116 shares; 2024Q4: 34,970 shares; 2025Q1: 32,834 shares; 2025Q2: 32,672 shares; 2025Q3: 32,280 shares; 2025Q4: 32,613 shares; 2026Q1: 30,381 shares 30,381 $7.39M 0.34% -2,232 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: 61,762 shares; 2024Q4: 60,591 shares; 2025Q1: 59,737 shares; 2025Q2: 53,201 shares; 2025Q3: 51,442 shares; 2025Q4: 54,233 shares; 2026Q1: 64,855 shares 64,855 $6.92M 0.32% +10,622 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: 19,664 shares; 2024Q4: 16,429 shares; 2025Q1: 16,039 shares; 2025Q2: 15,728 shares; 2025Q3: 13,441 shares; 2025Q4: 15,650 shares; 2026Q1: 14,533 shares 14,533 $6.7M 0.31% -1,117 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: 498,170 shares; 2024Q4: 498,830 shares; 2025Q1: 497,581 shares; 2025Q2: 136,434 shares; 2025Q3: 136,525 shares; 2025Q4: 142,406 shares; 2026Q1: 135,829 shares 135,829 $6.62M 0.31% -6,577 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: 65,654 shares; 2024Q4: 69,204 shares; 2025Q1: 65,005 shares; 2025Q2: 92,917 shares; 2025Q3: 69,159 shares; 2025Q4: 71,044 shares; 2026Q1: 70,934 shares 70,934 $6.59M 0.31% -110 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 9,960 shares; 2025Q1: 10,062 shares; 2025Q2: 8,989 shares; 2025Q3: 8,950 shares; 2025Q4: 8,755 shares; 2026Q1: 9,031 shares 9,031 $6.57M 0.31% +276 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: 17,798 shares; 2025Q1: 40,833 shares; 2025Q2: 50,801 shares; 2025Q3: 51,644 shares; 2025Q4: 29,178 shares; 2026Q1: 30,402 shares 30,402 $6.5M 0.3% +1,224 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: 32,362 shares; 2024Q4: 15,574 shares; 2025Q1: 14,958 shares; 2025Q2: 12,046 shares; 2025Q3: 24,032 shares; 2025Q4: 24,691 shares; 2026Q1: 67,117 shares 67,117 $6.08M 0.28% +42,426 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: 65,478 shares; 2024Q4: 63,868 shares; 2025Q1: 63,868 shares; 2025Q2: 63,476 shares; 2025Q3: 63,498 shares; 2025Q4: 63,476 shares; 2026Q1: 62,935 shares 62,935 $6.03M 0.28% -541 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 3,626 shares; 2025Q3: 5,201 shares; 2025Q4: 8,427 shares; 2026Q1: 11,153 shares 11,153 $5.83M 0.27% +2,726 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: 20,508 shares; 2024Q4: 20,296 shares; 2025Q1: 20,296 shares; 2025Q2: 20,296 shares; 2025Q3: 20,296 shares; 2025Q4: 19,036 shares; 2026Q1: 21,159 shares 21,159 $5.76M 0.27% +2,123 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 12,245 shares; 2025Q1: 12,245 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,375 shares; 2026Q1: 12,375 shares 12,375 $5.74M 0.27% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 5,802 shares; 2025Q1: 6,343 shares; 2025Q2: 7,452 shares; 2025Q3: 8,469 shares; 2025Q4: 8,556 shares; 2026Q1: 9,639 shares 9,639 $5.56M 0.26% +1,083 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 3,499 shares; 2025Q1: 3,484 shares; 2025Q2: 3,402 shares; 2025Q3: 3,386 shares; 2025Q4: 3,076 shares; 2026Q1: 2,876 shares 2,876 $5.5M 0.26% -200 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: 22,594 shares; 2024Q4: 22,946 shares; 2025Q1: 22,702 shares; 2025Q2: 19,950 shares; 2025Q3: 19,797 shares; 2025Q4: 18,060 shares; 2026Q1: 18,059 shares 18,059 $5.46M 0.25% -1 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,960 shares; 2025Q1: 23,203 shares; 2025Q2: 22,960 shares; 2025Q3: 22,960 shares; 2025Q4: 22,960 shares; 2026Q1: 22,960 shares 22,960 $5.43M 0.25% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 13,435 shares; 2025Q1: 14,203 shares; 2025Q2: 18,286 shares; 2025Q3: 19,867 shares; 2025Q4: 15,584 shares; 2026Q1: 12,143 shares 12,143 $5.25M 0.24% -3,441 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,989 shares; 2024Q4: 52,623 shares; 2025Q1: 50,129 shares; 2025Q2: 50,129 shares; 2025Q3: 54,521 shares; 2025Q4: 52,815 shares; 2026Q1: 52,837 shares 52,837 $5.23M 0.24% +22 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: 645 shares; 2024Q4: 1,208 shares; 2025Q1: 1,945 shares; 2025Q2: 1,875 shares; 2025Q3: 1,550 shares; 2025Q4: 1,769 shares; 2026Q1: 3,942 shares 3,942 $5.21M 0.24% +2,173 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,898 shares; 2024Q4: 118,160 shares; 2025Q1: 116,974 shares; 2025Q2: 112,238 shares; 2025Q3: 110,030 shares; 2025Q4: 103,337 shares; 2026Q1: 102,051 shares 102,051 $5.19M 0.24% -1,286 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: 4,783 shares; 2024Q4: 5,404 shares; 2025Q1: 5,346 shares; 2025Q2: 5,545 shares; 2025Q3: 5,252 shares; 2025Q4: 5,154 shares; 2026Q1: 6,925 shares 6,925 $5.11M 0.24% +1,771 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: 36,500 shares; 2024Q4: 36,549 shares; 2025Q1: 34,195 shares; 2025Q2: 34,115 shares; 2025Q3: 34,081 shares; 2025Q4: 40,068 shares; 2026Q1: 43,040 shares 43,040 $5.07M 0.24% +2,972 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: 42,700 shares; 2024Q4: 41,034 shares; 2025Q1: 38,897 shares; 2025Q2: 30,085 shares; 2025Q3: 27,131 shares; 2025Q4: 21,288 shares; 2026Q1: 20,369 shares 20,369 $5.05M 0.23% -919 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: 28,849 shares; 2024Q4: 28,099 shares; 2025Q1: 20,062 shares; 2025Q2: 19,712 shares; 2025Q3: 19,712 shares; 2025Q4: 25,653 shares; 2026Q1: 25,990 shares 25,990 $4.94M 0.23% +337 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: 28,372 shares; 2024Q4: 28,325 shares; 2025Q1: 24,868 shares; 2025Q2: 23,888 shares; 2025Q3: 35,560 shares; 2025Q4: 24,626 shares; 2026Q1: 24,196 shares 24,196 $4.92M 0.23% -430 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: 49,916 shares; 2024Q4: 50,363 shares; 2025Q1: 50,363 shares; 2025Q2: 49,499 shares; 2025Q3: 47,539 shares; 2025Q4: 47,151 shares; 2026Q1: 50,692 shares 50,692 $4.89M 0.23% +3,541 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: 102,695 shares; 2024Q4: 38,121 shares; 2025Q1: 37,595 shares; 2025Q2: 25,465 shares; 2025Q3: 33,187 shares; 2025Q4: 17,071 shares; 2026Q1: 14,201 shares 14,201 $4.8M 0.22% -2,870 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,875 shares; 2024Q4: 88,025 shares; 2025Q1: 87,705 shares; 2025Q2: 82,542 shares; 2025Q3: 80,687 shares; 2025Q4: 76,649 shares; 2026Q1: 71,648 shares 71,648 $4.75M 0.22% -5,001 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: 13,332 shares; 2024Q4: 13,132 shares; 2025Q1: 12,997 shares; 2025Q2: 12,732 shares; 2025Q3: 8,731 shares; 2025Q4: 9,053 shares; 2026Q1: 9,619 shares 9,619 $4.73M 0.22% +566 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: 9,777 shares; 2024Q4: 28,791 shares; 2025Q1: 10,506 shares; 2025Q2: 9,506 shares; 2025Q3: 10,501 shares; 2025Q4: 37,481 shares; 2026Q1: 72,661 shares 72,661 $4.66M 0.22% +35,180 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,075 shares; 2024Q4: 69,773 shares; 2025Q1: 70,866 shares; 2025Q2: 67,660 shares; 2025Q3: 69,910 shares; 2025Q4: 66,482 shares; 2026Q1: 60,428 shares 60,428 $4.54M 0.21% -6,054 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: 8,599 shares; 2024Q4: 6,735 shares; 2025Q1: 9,268 shares; 2025Q2: 7,881 shares; 2025Q3: 7,694 shares; 2025Q4: 47,079 shares; 2026Q1: 46,582 shares 46,582 $4.48M 0.21% -497 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: 36,885 shares; 2024Q4: 36,096 shares; 2025Q1: 35,496 shares; 2025Q2: 33,304 shares; 2025Q3: 31,706 shares; 2025Q4: 31,091 shares; 2026Q1: 33,377 shares 33,377 $4.37M 0.2% +2,286 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,597 shares; 2025Q1: 2,410 shares; 2025Q2: 2,459 shares; 2025Q3: 2,459 shares; 2025Q4: 5,032 shares; 2026Q1: 29,733 shares 29,733 $4.36M 0.2% +24,701 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: 8,046 shares; 2024Q4: 7,896 shares; 2025Q1: 7,976 shares; 2025Q2: 7,064 shares; 2025Q3: 7,189 shares; 2025Q4: 7,301 shares; 2026Q1: 7,205 shares 7,205 $4.35M 0.2% -96 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: 20,822 shares; 2024Q4: 21,360 shares; 2025Q1: 21,134 shares; 2025Q2: 18,703 shares; 2025Q3: 18,574 shares; 2025Q4: 17,574 shares; 2026Q1: 18,074 shares 18,074 $4.27M 0.2% +500 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 92,898 shares; 2025Q3: 107,840 shares; 2025Q4: 62,413 shares; 2026Q1: 58,478 shares 58,478 $4.21M 0.2% -3,935 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: 10,457 shares; 2024Q4: 10,161 shares; 2025Q1: 10,178 shares; 2025Q2: 10,262 shares; 2025Q3: 10,363 shares; 2025Q4: 12,055 shares; 2026Q1: 9,561 shares 9,561 $4.18M 0.19% -2,494 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: 53,745 shares; 2024Q4: 53,156 shares; 2025Q1: 55,899 shares; 2025Q2: 54,341 shares; 2025Q3: 48,616 shares; 2025Q4: 44,653 shares; 2026Q1: 43,980 shares 43,980 $4.13M 0.19% -673 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: 36,483 shares; 2024Q4: 36,668 shares; 2025Q1: 32,138 shares; 2025Q2: 32,134 shares; 2025Q3: 31,222 shares; 2025Q4: 63,170 shares; 2026Q1: 89,880 shares 89,880 $4.12M 0.19% +26,710 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: 4,882 shares; 2024Q4: 4,763 shares; 2025Q1: 4,729 shares; 2025Q2: 4,661 shares; 2025Q3: 4,627 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares 4,725 $4.09M 0.19% 0 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: 25,271 shares; 2024Q4: 24,888 shares; 2025Q1: 24,846 shares; 2025Q2: 24,226 shares; 2025Q3: 24,042 shares; 2025Q4: 23,302 shares; 2026Q1: 24,035 shares 24,035 $4.07M 0.19% +733 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: 18,364 shares; 2024Q4: 18,464 shares; 2025Q1: 18,401 shares; 2025Q2: 17,767 shares; 2025Q3: 17,738 shares; 2025Q4: 16,582 shares; 2026Q1: 16,686 shares 16,686 $4.04M 0.19% +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: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,181 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,187 shares; 2026Q1: 1,180 shares 1,180 $3.99M 0.19% -7 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: 4,535 shares; 2026Q1: 50,500 shares 50,500 $3.97M 0.18% +45,965 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: 15,616 shares; 2024Q4: 13,752 shares; 2025Q1: 13,561 shares; 2025Q2: 13,556 shares; 2025Q3: 13,189 shares; 2025Q4: 12,798 shares; 2026Q1: 12,618 shares 12,618 $3.96M 0.18% -180 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: 28,993 shares; 2024Q4: 28,514 shares; 2025Q1: 28,511 shares; 2025Q2: 26,747 shares; 2025Q3: 25,209 shares; 2025Q4: 21,854 shares; 2026Q1: 19,915 shares 19,915 $3.91M 0.18% -1,939 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: 30,228 shares; 2024Q4: 28,899 shares; 2025Q1: 27,615 shares; 2025Q2: 27,515 shares; 2025Q3: 26,473 shares; 2025Q4: 27,503 shares; 2026Q1: 29,779 shares 29,779 $3.9M 0.18% +2,276 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: 22,404 shares; 2024Q4: 20,973 shares; 2025Q1: 21,373 shares; 2025Q2: 20,453 shares; 2025Q3: 21,554 shares; 2025Q4: 19,259 shares; 2026Q1: 20,061 shares 20,061 $3.87M 0.18% +802 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: 17,954 shares; 2024Q4: 17,044 shares; 2025Q1: 16,524 shares; 2025Q2: 15,824 shares; 2025Q3: 16,066 shares; 2025Q4: 16,992 shares; 2026Q1: 17,092 shares 17,092 $3.86M 0.18% +100 Timeline EWP 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: 25,729 shares; 2025Q3: 56,351 shares; 2025Q4: 69,676 shares; 2026Q1: 70,976 shares 70,976 $3.85M 0.18% +1,300 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: 10,665 shares; 2024Q4: 2,344 shares; 2025Q1: 871 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 4,455 shares; 2026Q1: 42,121 shares 42,121 $3.81M 0.18% +37,666 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,754 shares; 2025Q4: 17,012 shares; 2026Q1: 27,758 shares 27,758 $3.79M 0.18% +10,746 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,911 shares; 2024Q4: 267,411 shares; 2025Q1: 265,811 shares; 2025Q2: 265,811 shares; 2025Q3: 265,811 shares; 2025Q4: 261,651 shares; 2026Q1: 261,651 shares 261,651 $3.78M 0.18% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,953 shares; 2024Q4: 50,067 shares; 2025Q1: 50,007 shares; 2025Q2: 50,007 shares; 2025Q3: 50,007 shares; 2025Q4: 45,996 shares; 2026Q1: 45,996 shares 45,996 $3.68M 0.17% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,542 shares; 2024Q4: 27,331 shares; 2025Q1: 27,158 shares; 2025Q2: 25,310 shares; 2025Q3: 27,582 shares; 2025Q4: 25,559 shares; 2026Q1: 25,014 shares 25,014 $3.68M 0.17% -545 Timeline EWU 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: 27,870 shares; 2025Q3: 62,733 shares; 2025Q4: 77,515 shares; 2026Q1: 79,120 shares 79,120 $3.6M 0.17% +1,605 Timeline EWI 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: 1,988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,668 shares; 2025Q3: 51,960 shares; 2025Q4: 65,301 shares; 2026Q1: 66,713 shares 66,713 $3.56M 0.17% +1,412 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: 57,963 shares; 2024Q4: 62,582 shares; 2025Q1: 63,184 shares; 2025Q2: 62,474 shares; 2025Q3: 64,131 shares; 2025Q4: 62,215 shares; 2026Q1: 41,947 shares 41,947 $3.56M 0.17% -20,268 Timeline RPV 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: 29,870 shares; 2024Q4: 29,870 shares; 2025Q1: 29,870 shares; 2025Q2: 29,391 shares; 2025Q3: 29,391 shares; 2025Q4: 34,787 shares; 2026Q1: 33,103 shares 33,103 $3.55M 0.17% -1,684 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,514 shares 17,514 $3.42M 0.16% new 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: 20,947 shares; 2024Q4: 12,010 shares; 2025Q1: 11,870 shares; 2025Q2: 34,824 shares; 2025Q3: 37,587 shares; 2025Q4: 35,339 shares; 2026Q1: 17,110 shares 17,110 $3.41M 0.16% -18,229 Timeline MINT 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: 81,778 shares; 2024Q4: 57,302 shares; 2025Q1: 46,669 shares; 2025Q2: 173,426 shares; 2025Q3: 148,816 shares; 2025Q4: 107,173 shares; 2026Q1: 33,297 shares 33,297 $3.35M 0.16% -73,876 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: 14,963 shares; 2024Q4: 14,483 shares; 2025Q1: 14,361 shares; 2025Q2: 14,111 shares; 2025Q3: 15,396 shares; 2025Q4: 14,856 shares; 2026Q1: 15,056 shares 15,056 $3.3M 0.15% +200 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: 7,105 shares; 2024Q4: 7,101 shares; 2025Q1: 7,101 shares; 2025Q2: 6,661 shares; 2025Q3: 8,961 shares; 2025Q4: 10,208 shares; 2026Q1: 10,208 shares 10,208 $3.25M 0.15% 0 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: 5,530 shares; 2024Q4: 6,318 shares; 2025Q1: 12,367 shares; 2025Q2: 13,320 shares; 2025Q3: 13,225 shares; 2025Q4: 7,268 shares; 2026Q1: 5,604 shares 5,604 $3.21M 0.15% -1,664 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: 69,625 shares; 2024Q4: 16,395 shares; 2025Q1: 8,970 shares; 2025Q2: 8,209 shares; 2025Q3: 8,413 shares; 2025Q4: 10,500 shares; 2026Q1: 54,513 shares 54,513 $3.2M 0.15% +44,013 Timeline DAN DANA INC More: the full row for DANA 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: 215,437 shares; 2026Q1: 94,802 shares 94,802 $3.19M 0.15% -120,635 Timeline GVI 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: 18,268 shares; 2024Q4: 18,383 shares; 2025Q1: 18,368 shares; 2025Q2: 19,529 shares; 2025Q3: 20,985 shares; 2025Q4: 29,616 shares; 2026Q1: 28,994 shares 28,994 $3.09M 0.14% -622 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,481 shares; 2024Q4: 64,293 shares; 2025Q1: 62,430 shares; 2025Q2: 61,256 shares; 2025Q3: 60,825 shares; 2025Q4: 50,056 shares; 2026Q1: 49,830 shares 49,830 $3.01M 0.14% -226 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: 154,838 shares; 2024Q4: 152,113 shares; 2025Q1: 151,466 shares; 2025Q2: 65,940 shares; 2025Q3: 68,342 shares; 2025Q4: 66,718 shares; 2026Q1: 65,170 shares 65,170 $3M 0.14% -1,548 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: 656 shares; 2024Q4: 656 shares; 2025Q1: 657 shares; 2025Q2: 871 shares; 2025Q3: 1,163 shares; 2025Q4: 713 shares; 2026Q1: 710 shares 710 $2.99M 0.14% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,895 shares; 2025Q4: 8,246 shares; 2026Q1: 21,726 shares 21,726 $2.98M 0.14% +13,480 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: 69,743 shares; 2024Q4: 67,587 shares; 2025Q1: 64,096 shares; 2025Q2: 62,780 shares; 2025Q3: 64,000 shares; 2025Q4: 58,999 shares; 2026Q1: 122,009 shares 122,009 $2.98M 0.14% +63,010 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 132 shares; 2025Q2: 215 shares; 2025Q3: 150 shares; 2025Q4: 840 shares; 2026Q1: 28,259 shares 28,259 $2.95M 0.14% +27,419 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: 4,806 shares; 2024Q4: 9,818 shares; 2025Q1: 13,767 shares; 2025Q2: 14,190 shares; 2025Q3: 13,422 shares; 2025Q4: 5,186 shares; 2026Q1: 5,188 shares 5,188 $2.93M 0.14% +2 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 415 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $2.83M 0.13% 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: 12,323 shares; 2024Q4: 12,223 shares; 2025Q1: 11,639 shares; 2025Q2: 10,492 shares; 2025Q3: 10,501 shares; 2025Q4: 11,270 shares; 2026Q1: 11,470 shares 11,470 $2.78M 0.13% +200 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: 10,119 shares; 2024Q4: 10,119 shares; 2025Q1: 9,833 shares; 2025Q2: 9,833 shares; 2025Q3: 9,844 shares; 2025Q4: 10,170 shares; 2026Q1: 9,508 shares 9,508 $2.77M 0.13% -662 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,232 shares; 2024Q4: 20,237 shares; 2025Q1: 20,240 shares; 2025Q2: 18,977 shares; 2025Q3: 18,977 shares; 2025Q4: 18,477 shares; 2026Q1: 18,777 shares 18,777 $2.74M 0.13% +300 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: 3,301 shares; 2025Q1: 7,173 shares; 2025Q2: 19,349 shares; 2025Q3: 20,593 shares; 2025Q4: 21,580 shares; 2026Q1: 22,230 shares 22,230 $2.73M 0.13% +650 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,674 shares; 2024Q4: 19,814 shares; 2025Q1: 19,814 shares; 2025Q2: 23,165 shares; 2025Q3: 27,714 shares; 2025Q4: 31,442 shares; 2026Q1: 31,794 shares 31,794 $2.69M 0.13% +352 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,660 shares 35,660 $2.68M 0.12% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,579 shares; 2024Q4: 7,522 shares; 2025Q1: 7,505 shares; 2025Q2: 5,898 shares; 2025Q3: 5,248 shares; 2025Q4: 4,906 shares; 2026Q1: 4,889 shares 4,889 $2.63M 0.12% -17 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: 6,029 shares; 2024Q4: 6,245 shares; 2025Q1: 7,376 shares; 2025Q2: 7,798 shares; 2025Q3: 7,846 shares; 2025Q4: 8,107 shares; 2026Q1: 8,107 shares 8,107 $2.6M 0.12% 0 Timeline BANK OF AMER CORP 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: 2,965 shares; 2024Q4: 3,005 shares; 2025Q1: 2,829 shares; 2025Q2: 2,759 shares; 2025Q3: 2,590 shares; 2025Q4: 2,514 shares; 2026Q1: 2,157 shares 2,157 $2.57M 0.12% -357 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: 5,294 shares; 2024Q4: 5,293 shares; 2025Q1: 5,291 shares; 2025Q2: 5,291 shares; 2025Q3: 5,505 shares; 2025Q4: 6,041 shares; 2026Q1: 6,041 shares 6,041 $2.52M 0.12% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,959 shares; 2024Q4: 70,734 shares; 2025Q1: 88,833 shares; 2025Q2: 80,992 shares; 2025Q3: 42,452 shares; 2025Q4: 39,765 shares; 2026Q1: 19,801 shares 19,801 $2.51M 0.12% -19,964 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: 8,704 shares; 2024Q4: 8,704 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 8,604 shares; 2025Q4: 8,604 shares; 2026Q1: 8,604 shares 8,604 $2.47M 0.11% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,351 shares; 2024Q4: 11,968 shares; 2025Q1: 15,549 shares; 2025Q2: 5,840 shares; 2025Q3: 11,210 shares; 2025Q4: 12,037 shares; 2026Q1: 6,683 shares 6,683 $2.39M 0.11% -5,354 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: 21,292 shares; 2024Q4: 89,258 shares; 2025Q1: 45,529 shares; 2025Q2: 45,458 shares; 2025Q3: 45,298 shares; 2025Q4: 42,428 shares; 2026Q1: 39,348 shares 39,348 $2.39M 0.11% -3,080 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: 11,399 shares; 2024Q4: 11,396 shares; 2025Q1: 10,230 shares; 2025Q2: 10,888 shares; 2025Q3: 10,256 shares; 2025Q4: 9,047 shares; 2026Q1: 8,792 shares 8,792 $2.38M 0.11% -255 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: 135,680 shares; 2024Q4: 139,127 shares; 2025Q1: 112,205 shares; 2025Q2: 135,852 shares; 2025Q3: 135,598 shares; 2025Q4: 44,978 shares; 2026Q1: 42,021 shares 42,021 $2.34M 0.11% -2,957 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 10,997 shares; 2025Q1: 11,435 shares; 2025Q2: 10,570 shares; 2025Q3: 10,930 shares; 2025Q4: 11,177 shares; 2026Q1: 11,553 shares 11,553 $2.29M 0.11% +376 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: 9,089 shares; 2024Q4: 9,089 shares; 2025Q1: 9,089 shares; 2025Q2: 9,161 shares; 2025Q3: 9,161 shares; 2025Q4: 9,314 shares; 2026Q1: 9,314 shares 9,314 $2.27M 0.11% 0 Timeline SMLF 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: 29,500 shares; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares; 2025Q3: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 29,500 shares 29,500 $2.23M 0.1% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,988 shares; 2024Q4: 8,988 shares; 2025Q1: 8,988 shares; 2025Q2: 8,536 shares; 2025Q3: 8,812 shares; 2025Q4: 8,536 shares; 2026Q1: 7,606 shares 7,606 $2.22M 0.1% -930 Timeline XCNY SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,393 shares 76,393 $2.2M 0.1% new 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: 742 shares; 2025Q1: 742 shares; 2025Q2: 752 shares; 2025Q3: 927 shares; 2025Q4: 1,044 shares; 2026Q1: 2,280 shares 2,280 $2.19M 0.1% +1,236 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,949 shares; 2024Q4: 21,670 shares; 2025Q1: 22,301 shares; 2025Q2: 28,525 shares; 2025Q3: 27,767 shares; 2025Q4: 26,925 shares; 2026Q1: 21,362 shares 21,362 $2.18M 0.1% -5,563 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: 35,347 shares; 2024Q4: 38,558 shares; 2025Q1: 38,531 shares; 2025Q2: 39,913 shares; 2025Q3: 36,324 shares; 2025Q4: 35,665 shares; 2026Q1: 44,007 shares 44,007 $2.17M 0.1% +8,342 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: 1,442 shares; 2024Q4: 3,508 shares; 2025Q1: 11,447 shares; 2025Q2: 19,680 shares; 2025Q3: 18,742 shares; 2025Q4: 16,463 shares; 2026Q1: 11,898 shares 11,898 $2.17M 0.1% -4,565 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: 28,568 shares; 2024Q4: 26,548 shares; 2025Q1: 26,623 shares; 2025Q2: 25,377 shares; 2025Q3: 24,613 shares; 2025Q4: 23,561 shares; 2026Q1: 23,166 shares 23,166 $2.15M 0.1% -395 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: 16,137 shares; 2024Q4: 16,017 shares; 2025Q1: 15,041 shares; 2025Q2: 13,182 shares; 2025Q3: 13,000 shares; 2025Q4: 13,040 shares; 2026Q1: 12,890 shares 12,890 $2.15M 0.1% -150 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: 52,683 shares; 2024Q4: 52,683 shares; 2025Q1: 50,375 shares; 2025Q2: 64,057 shares; 2025Q3: 64,153 shares; 2025Q4: 43,990 shares; 2026Q1: 26,573 shares 26,573 $2.12M 0.1% -17,417 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: 6,744 shares; 2024Q4: 6,694 shares; 2025Q1: 6,304 shares; 2025Q2: 6,562 shares; 2025Q3: 6,605 shares; 2025Q4: 6,511 shares; 2026Q1: 8,030 shares 8,030 $2.1M 0.1% +1,519 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: 29,771 shares; 2024Q4: 27,337 shares; 2025Q1: 24,385 shares; 2025Q2: 23,607 shares; 2025Q3: 22,447 shares; 2025Q4: 23,411 shares; 2026Q1: 23,704 shares 23,704 $2.1M 0.1% +293 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,403 shares; 2024Q4: 30,001 shares; 2025Q1: 30,001 shares; 2025Q2: 30,003 shares; 2025Q3: 30,009 shares; 2025Q4: 26,665 shares; 2026Q1: 26,665 shares 26,665 $2.08M 0.1% 0 Timeline KRE 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: 182,920 shares; 2024Q4: 181,685 shares; 2025Q1: 173,829 shares; 2025Q2: 103,232 shares; 2025Q3: 102,749 shares; 2025Q4: 32,609 shares; 2026Q1: 31,599 shares 31,599 $2.06M 0.1% -1,010 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: 17,863 shares; 2024Q4: 17,868 shares; 2025Q1: 17,868 shares; 2025Q2: 17,105 shares; 2025Q3: 17,344 shares; 2025Q4: 17,758 shares; 2026Q1: 17,078 shares 17,078 $2.03M 0.09% -680 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,285 shares; 2025Q1: 11,653 shares; 2025Q2: 11,636 shares; 2025Q3: 11,636 shares; 2025Q4: 31,492 shares; 2026Q1: 32,897 shares 32,897 $2.02M 0.09% +1,405 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: 1,452 shares; 2024Q4: 1,410 shares; 2025Q1: 1,381 shares; 2025Q2: 20,843 shares; 2025Q3: 20,666 shares; 2025Q4: 20,816 shares; 2026Q1: 21,820 shares 21,820 $2.01M 0.09% +1,004 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: 8,121 shares; 2024Q4: 7,921 shares; 2025Q1: 7,921 shares; 2025Q2: 8,116 shares; 2025Q3: 8,460 shares; 2025Q4: 9,967 shares; 2026Q1: 9,967 shares 9,967 $1.94M 0.09% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,988 shares; 2024Q4: 26,765 shares; 2025Q1: 22,693 shares; 2025Q2: 16,761 shares; 2025Q3: 16,776 shares; 2025Q4: 16,314 shares; 2026Q1: 15,604 shares 15,604 $1.89M 0.09% -710 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: 5,904 shares; 2024Q4: 5,367 shares; 2025Q1: 5,367 shares; 2025Q2: 5,225 shares; 2025Q3: 5,292 shares; 2025Q4: 4,661 shares; 2026Q1: 5,281 shares 5,281 $1.87M 0.09% +620 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,932 shares; 2025Q1: 4,813 shares; 2025Q2: 4,763 shares; 2025Q3: 4,733 shares; 2025Q4: 3,040 shares; 2026Q1: 3,069 shares 3,069 $1.81M 0.08% +29 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: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,498 shares 2,498 $1.7M 0.08% +23 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,780 shares; 2025Q4: 1,335 shares; 2026Q1: 4,841 shares 4,841 $1.7M 0.08% +3,506 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 18,321 shares; 2025Q4: 18,321 shares; 2026Q1: 18,319 shares 18,319 $1.69M 0.08% -2 Timeline WELLS FARGO & CO 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: 1,859 shares; 2024Q4: 1,944 shares; 2025Q1: 1,894 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,454 shares 1,454 $1.68M 0.08% -400 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: 28,712 shares; 2024Q4: 25,227 shares; 2025Q1: 24,865 shares; 2025Q2: 24,090 shares; 2025Q3: 24,107 shares; 2025Q4: 30,309 shares; 2026Q1: 30,950 shares 30,950 $1.65M 0.08% +641 Timeline STIP 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: 14,498 shares; 2026Q1: 15,613 shares 15,613 $1.61M 0.08% +1,115 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,440 shares; 2026Q1: 32,935 shares 32,935 $1.61M 0.07% -505 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,849 shares; 2024Q4: 29,849 shares; 2025Q1: 29,849 shares; 2025Q2: 8,103 shares; 2025Q3: 8,103 shares; 2025Q4: 25,083 shares; 2026Q1: 25,353 shares 25,353 $1.58M 0.07% +270 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,979 shares; 2025Q1: 10,122 shares; 2025Q2: 10,812 shares; 2025Q3: 11,292 shares; 2025Q4: 20,144 shares; 2026Q1: 19,927 shares 19,927 $1.56M 0.07% -217 Timeline IBTG 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: 7,079 shares; 2024Q4: 126,105 shares; 2025Q1: 81,549 shares; 2025Q2: 68,965 shares; 2025Q3: 75,485 shares; 2025Q4: 73,277 shares; 2026Q1: 68,089 shares 68,089 $1.56M 0.07% -5,188 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: 3,085 shares; 2024Q4: 3,820 shares; 2025Q1: 3,728 shares; 2025Q2: 3,728 shares; 2025Q3: 7,037 shares; 2025Q4: 6,955 shares; 2026Q1: 12,899 shares 12,899 $1.56M 0.07% +5,944 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: 63,792 shares; 2024Q4: 49,817 shares; 2025Q1: 28,320 shares; 2025Q2: 26,758 shares; 2025Q3: 27,782 shares; 2025Q4: 28,287 shares; 2026Q1: 30,861 shares 30,861 $1.55M 0.07% +2,574 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: 14,101 shares; 2024Q4: 14,111 shares; 2025Q1: 14,101 shares; 2025Q2: 14,101 shares; 2025Q3: 14,136 shares; 2025Q4: 14,111 shares; 2026Q1: 14,101 shares 14,101 $1.55M 0.07% -10 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: 30,136 shares; 2024Q4: 29,667 shares; 2025Q1: 28,556 shares; 2025Q2: 25,839 shares; 2025Q3: 25,839 shares; 2025Q4: 26,854 shares; 2026Q1: 26,629 shares 26,629 $1.55M 0.07% -225 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: 7,962 shares; 2024Q4: 7,956 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 7,816 shares; 2026Q1: 7,816 shares 7,816 $1.55M 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: 4,437 shares; 2024Q4: 4,177 shares; 2025Q1: 4,177 shares; 2025Q2: 4,201 shares; 2025Q3: 3,980 shares; 2025Q4: 4,125 shares; 2026Q1: 4,725 shares 4,725 $1.54M 0.07% +600 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: 4,064 shares; 2024Q4: 4,064 shares; 2025Q1: 4,064 shares; 2025Q2: 4,193 shares; 2025Q3: 4,252 shares; 2025Q4: 4,031 shares; 2026Q1: 4,031 shares 4,031 $1.53M 0.07% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 5,476 shares; 2025Q3: 5,476 shares; 2025Q4: 1,986 shares; 2026Q1: 15,174 shares 15,174 $1.52M 0.07% +13,188 Timeline SAIA SAIA INC More: the full row for SAIA INC 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: 4,283 shares 4,283 $1.5M 0.07% new 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: 18,280 shares; 2024Q4: 13,103 shares; 2025Q1: 12,320 shares; 2025Q2: 11,234 shares; 2025Q3: 10,271 shares; 2025Q4: 10,717 shares; 2026Q1: 11,617 shares 11,617 $1.5M 0.07% +900 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: 4,484 shares; 2024Q4: 4,140 shares; 2025Q1: 3,993 shares; 2025Q2: 3,506 shares; 2025Q3: 3,845 shares; 2025Q4: 3,466 shares; 2026Q1: 3,466 shares 3,466 $1.47M 0.07% 0 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 2,209 shares; 2026Q1: 20,847 shares 20,847 $1.45M 0.07% +18,638 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: 13,532 shares; 2024Q4: 13,532 shares; 2025Q1: 13,532 shares; 2025Q2: 12,798 shares; 2025Q3: 12,725 shares; 2025Q4: 11,225 shares; 2026Q1: 11,225 shares 11,225 $1.42M 0.07% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,113 shares; 2025Q2: 3,830 shares; 2025Q3: 3,230 shares; 2025Q4: 4,109 shares; 2026Q1: 4,104 shares 4,104 $1.42M 0.07% -5 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: 80,472 shares; 2024Q4: 75,662 shares; 2025Q1: 67,194 shares; 2025Q2: 62,310 shares; 2025Q3: 53,151 shares; 2025Q4: 52,681 shares; 2026Q1: 50,279 shares 50,279 $1.41M 0.07% -2,402 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: 6,812 shares; 2024Q4: 6,764 shares; 2025Q1: 6,770 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares; 2025Q4: 13,631 shares; 2026Q1: 14,131 shares 14,131 $1.37M 0.06% +500 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: 4,259 shares; 2024Q4: 4,259 shares; 2025Q1: 4,259 shares; 2025Q2: 4,257 shares; 2025Q3: 4,266 shares; 2025Q4: 4,256 shares; 2026Q1: 4,460 shares 4,460 $1.36M 0.06% +204 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: 44,002 shares; 2024Q4: 19,768 shares; 2025Q1: 19,768 shares; 2025Q2: 3,928 shares; 2025Q3: 4,109 shares; 2025Q4: 4,109 shares; 2026Q1: 4,109 shares 4,109 $1.35M 0.06% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,212 shares; 2024Q4: 45,504 shares; 2025Q1: 45,504 shares; 2025Q2: 45,504 shares; 2025Q3: 45,224 shares; 2025Q4: 41,415 shares; 2026Q1: 45,636 shares 45,636 $1.34M 0.06% +4,221 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 14,178 shares; 2025Q1: 14,178 shares; 2025Q2: 14,178 shares; 2025Q3: 14,178 shares; 2025Q4: 14,178 shares; 2026Q1: 14,178 shares 14,178 $1.34M 0.06% 0 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: 21,809 shares; 2024Q4: 18,163 shares; 2025Q1: 16,500 shares; 2025Q2: 14,306 shares; 2025Q3: 13,525 shares; 2025Q4: 14,858 shares; 2026Q1: 13,543 shares 13,543 $1.31M 0.06% -1,315 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: 17,058 shares; 2024Q4: 17,411 shares; 2025Q1: 17,141 shares; 2025Q2: 17,018 shares; 2025Q3: 15,829 shares; 2025Q4: 15,654 shares; 2026Q1: 15,063 shares 15,063 $1.28M 0.06% -591 Timeline XME 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: 12,900 shares; 2024Q4: 12,755 shares; 2025Q1: 12,755 shares; 2025Q2: 12,185 shares; 2025Q3: 11,951 shares; 2025Q4: 11,951 shares; 2026Q1: 11,796 shares 11,796 $1.27M 0.06% -155 Timeline IVOG 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: 11,330 shares; 2024Q4: 12,875 shares; 2025Q1: 12,875 shares; 2025Q2: 12,790 shares; 2025Q3: 11,305 shares; 2025Q4: 11,305 shares; 2026Q1: 10,116 shares 10,116 $1.26M 0.06% -1,189 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: 19,982 shares; 2024Q4: 16,525 shares; 2025Q1: 15,560 shares; 2025Q2: 12,999 shares; 2025Q3: 14,484 shares; 2025Q4: 11,806 shares; 2026Q1: 11,806 shares 11,806 $1.26M 0.06% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,345 shares; 2024Q4: 132,113 shares; 2025Q1: 125,409 shares; 2025Q2: 102,320 shares; 2025Q3: 94,781 shares; 2025Q4: 76,974 shares; 2026Q1: 64,259 shares 64,259 $1.26M 0.06% -12,715 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,590 shares; 2024Q4: 17,734 shares; 2025Q1: 17,595 shares; 2025Q2: 17,081 shares; 2025Q3: 16,818 shares; 2025Q4: 16,924 shares; 2026Q1: 16,726 shares 16,726 $1.25M 0.06% -198 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,878 shares; 2024Q4: 6,878 shares; 2025Q1: 6,878 shares; 2025Q2: 6,878 shares; 2025Q3: 6,386 shares; 2025Q4: 6,552 shares; 2026Q1: 6,552 shares 6,552 $1.24M 0.06% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,053 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,121 shares; 2025Q4: 3,239 shares; 2026Q1: 3,117 shares 3,117 $1.24M 0.06% -122 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,171 shares; 2025Q2: 4,186 shares; 2025Q3: 4,186 shares; 2025Q4: 4,236 shares; 2026Q1: 4,231 shares 4,231 $1.23M 0.06% -5 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: 10,919 shares; 2024Q4: 10,904 shares; 2025Q1: 10,278 shares; 2025Q2: 10,263 shares; 2025Q3: 10,287 shares; 2025Q4: 10,703 shares; 2026Q1: 13,603 shares 13,603 $1.22M 0.06% +2,900 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 7,650 shares; 2025Q4: 7,646 shares; 2026Q1: 7,861 shares 7,861 $1.2M 0.06% +215 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,958 shares; 2024Q4: 11,020 shares; 2025Q1: 11,141 shares; 2025Q2: 11,434 shares; 2025Q3: 13,572 shares; 2025Q4: 12,223 shares; 2026Q1: 13,876 shares 13,876 $1.2M 0.06% +1,653 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $1.2M 0.06% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 6,990 shares; 2025Q1: 6,990 shares; 2025Q2: 5,815 shares; 2025Q3: 7,009 shares; 2025Q4: 6,987 shares; 2026Q1: 6,984 shares 6,984 $1.19M 0.06% -3 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,658 shares; 2024Q4: 17,658 shares; 2025Q1: 17,788 shares; 2025Q2: 17,188 shares; 2025Q3: 17,199 shares; 2025Q4: 16,486 shares; 2026Q1: 15,721 shares 15,721 $1.18M 0.05% -765 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: 6,085 shares; 2024Q4: 6,085 shares; 2025Q1: 6,040 shares; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 5,987 shares; 2026Q1: 5,940 shares 5,940 $1.18M 0.05% -47 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,235 shares; 2025Q1: 30,235 shares; 2025Q2: 30,235 shares; 2025Q3: 30,235 shares; 2025Q4: 30,235 shares; 2026Q1: 30,235 shares 30,235 $1.17M 0.05% 0 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: 15,921 shares; 2024Q4: 15,951 shares; 2025Q1: 15,367 shares; 2025Q2: 21,381 shares; 2025Q3: 20,682 shares; 2025Q4: 22,317 shares; 2026Q1: 22,337 shares 22,337 $1.17M 0.05% +20 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,369 shares; 2025Q1: 30,369 shares; 2025Q2: 29,370 shares; 2025Q3: 29,370 shares; 2025Q4: 29,370 shares; 2026Q1: 29,056 shares 29,056 $1.16M 0.05% -314 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,535 shares; 2024Q4: 85,023 shares; 2025Q1: 96,479 shares; 2025Q2: 88,934 shares; 2025Q3: 90,617 shares; 2025Q4: 72,315 shares; 2026Q1: 58,918 shares 58,918 $1.15M 0.05% -13,397 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: 901 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $1.14M 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 6,810 shares; 2025Q1: 6,909 shares; 2025Q2: 7,161 shares; 2025Q3: 6,655 shares; 2025Q4: 6,621 shares; 2026Q1: 6,881 shares 6,881 $1.11M 0.05% +260 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: 2,408 shares; 2024Q4: 2,318 shares; 2025Q1: 2,261 shares; 2025Q2: 3,389 shares; 2025Q3: 3,046 shares; 2025Q4: 2,978 shares; 2026Q1: 2,976 shares 2,976 $1.11M 0.05% -2 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: 377 shares; 2024Q4: 385 shares; 2025Q1: 573 shares; 2025Q2: 744 shares; 2025Q3: 735 shares; 2025Q4: 642 shares; 2026Q1: 637 shares 637 $1.1M 0.05% -5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,794 shares; 2024Q4: 6,690 shares; 2025Q1: 7,718 shares; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 8,497 shares; 2026Q1: 11,126 shares 11,126 $1.08M 0.05% +2,629 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,991 shares; 2024Q4: 12,715 shares; 2025Q1: 11,038 shares; 2025Q2: 11,040 shares; 2025Q3: 11,042 shares; 2025Q4: 11,042 shares; 2026Q1: 11,641 shares 11,641 $1.07M 0.05% +599 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: 4,952 shares; 2024Q4: 4,952 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 4,975 shares; 2025Q4: 5,112 shares; 2026Q1: 5,112 shares 5,112 $1.05M 0.05% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,835 shares; 2024Q4: 9,053 shares; 2025Q1: 9,705 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 9,258 shares; 2026Q1: 9,258 shares 9,258 $1.05M 0.05% 0 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: 16,192 shares; 2024Q4: 16,192 shares; 2025Q1: 16,192 shares; 2025Q2: 14,065 shares; 2025Q3: 14,065 shares; 2025Q4: 11,750 shares; 2026Q1: 11,512 shares 11,512 $1.04M 0.05% -238 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: 3,701 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,018 shares; 2025Q3: 2,868 shares; 2025Q4: 2,976 shares; 2026Q1: 2,944 shares 2,944 $1.04M 0.05% -32 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: 5,838 shares; 2024Q4: 5,838 shares; 2025Q1: 5,838 shares; 2025Q2: 5,898 shares; 2025Q3: 5,655 shares; 2025Q4: 5,767 shares; 2026Q1: 5,690 shares 5,690 $1.03M 0.05% -77 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 9,637 shares; 2025Q1: 9,637 shares; 2025Q2: 9,555 shares; 2025Q3: 9,597 shares; 2025Q4: 9,597 shares; 2026Q1: 9,597 shares 9,597 $1.02M 0.05% 0 Timeline SUB 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: 18,129 shares; 2024Q4: 14,890 shares; 2025Q1: 12,541 shares; 2025Q2: 11,480 shares; 2025Q3: 11,485 shares; 2025Q4: 8,779 shares; 2026Q1: 9,526 shares 9,526 $1.01M 0.05% +747 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: 9,454 shares; 2024Q4: 9,463 shares; 2025Q1: 9,471 shares; 2025Q2: 8,000 shares; 2025Q3: 7,749 shares; 2025Q4: 7,214 shares; 2026Q1: 7,179 shares 7,179 $976K 0.05% -35 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: 8,414 shares; 2024Q4: 8,414 shares; 2025Q1: 8,414 shares; 2025Q2: 8,414 shares; 2025Q3: 8,995 shares; 2025Q4: 8,414 shares; 2026Q1: 8,414 shares 8,414 $974K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 12,147 shares; 2025Q3: 11,051 shares; 2025Q4: 9,899 shares; 2026Q1: 9,899 shares 9,899 $974K 0.05% 0 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: 5,701 shares; 2024Q4: 5,602 shares; 2025Q1: 5,627 shares; 2025Q2: 5,567 shares; 2025Q3: 5,567 shares; 2025Q4: 5,525 shares; 2026Q1: 6,150 shares 6,150 $967K 0.04% +625 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: 7,200 shares; 2024Q4: 7,165 shares; 2025Q1: 7,167 shares; 2025Q2: 6,753 shares; 2025Q3: 6,651 shares; 2025Q4: 6,639 shares; 2026Q1: 6,639 shares 6,639 $964K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 3,775 shares; 2025Q1: 8,289 shares; 2025Q2: 10,706 shares; 2025Q3: 10,764 shares; 2025Q4: 10,123 shares; 2026Q1: 5,901 shares 5,901 $946K 0.04% -4,222 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,186 shares; 2025Q2: 12,587 shares; 2025Q3: 42,350 shares; 2025Q4: 48,517 shares; 2026Q1: 43,660 shares 43,660 $892K 0.04% -4,857 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 1,425 shares; 2025Q3: 8,907 shares; 2025Q4: 5,191 shares; 2026Q1: 3,206 shares 3,206 $891K 0.04% -1,985 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,503 shares; 2024Q4: 7,503 shares; 2025Q1: 7,503 shares; 2025Q2: 6,953 shares; 2025Q3: 6,953 shares; 2025Q4: 12,177 shares; 2026Q1: 15,621 shares 15,621 $864K 0.04% +3,444 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,817 shares; 2024Q4: 50,956 shares; 2025Q1: 51,042 shares; 2025Q2: 12,139 shares; 2025Q3: 12,139 shares; 2025Q4: 12,139 shares; 2026Q1: 12,139 shares 12,139 $861K 0.04% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 17 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 2,314 shares; 2026Q1: 5,039 shares 5,039 $843K 0.04% +2,725 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,742 shares; 2025Q1: 3,199 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares; 2025Q4: 2,567 shares; 2026Q1: 2,401 shares 2,401 $828K 0.04% -166 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: 1,604 shares; 2024Q4: 1,602 shares; 2025Q1: 1,600 shares; 2025Q2: 1,630 shares; 2025Q3: 1,600 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685 $827K 0.04% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,475 shares; 2024Q4: 11,640 shares; 2025Q1: 11,640 shares; 2025Q2: 11,340 shares; 2025Q3: 11,352 shares; 2025Q4: 11,340 shares; 2026Q1: 11,340 shares 11,340 $814K 0.04% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,332 shares; 2025Q1: 3,464 shares; 2025Q2: 3,524 shares; 2025Q3: 3,850 shares; 2025Q4: 3,677 shares; 2026Q1: 2,172 shares 2,172 $780K 0.04% -1,505 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,574 shares; 2024Q4: 23,574 shares; 2025Q1: 23,574 shares; 2025Q2: 23,574 shares; 2025Q3: 23,574 shares; 2025Q4: 22,393 shares; 2026Q1: 22,279 shares 22,279 $767K 0.04% -114 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: 14,991 shares; 2024Q4: 13,055 shares; 2025Q1: 12,755 shares; 2025Q2: 12,755 shares; 2025Q3: 12,697 shares; 2025Q4: 13,578 shares; 2026Q1: 13,578 shares 13,578 $765K 0.04% 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: 4,992 shares; 2024Q4: 4,892 shares; 2025Q1: 4,892 shares; 2025Q2: 4,892 shares; 2025Q3: 4,908 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares 4,885 $759K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,937 shares; 2024Q4: 10,737 shares; 2025Q1: 10,737 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,797 shares; 2026Q1: 10,737 shares 10,737 $759K 0.04% -60 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: 1,073 shares; 2024Q4: 1,076 shares; 2025Q1: 1,073 shares; 2025Q2: 419 shares; 2025Q3: 429 shares; 2025Q4: 433 shares; 2026Q1: 861 shares 861 $752K 0.03% +428 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: 61,965 shares; 2024Q4: 58,197 shares; 2025Q1: 43,477 shares; 2025Q2: 27,491 shares; 2025Q3: 27,635 shares; 2025Q4: 27,466 shares; 2026Q1: 25,659 shares 25,659 $744K 0.03% -1,807 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: 9,916 shares; 2024Q4: 44,475 shares; 2025Q1: 11,127 shares; 2025Q2: 10,152 shares; 2025Q3: 10,152 shares; 2025Q4: 14,052 shares; 2026Q1: 13,738 shares 13,738 $743K 0.03% -314 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,826 shares; 2024Q4: 29,767 shares; 2025Q1: 7,941 shares; 2025Q2: 7,941 shares; 2025Q3: 7,941 shares; 2025Q4: 7,650 shares; 2026Q1: 7,650 shares 7,650 $734K 0.03% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,050 shares; 2026Q1: 26,350 shares 26,350 $734K 0.03% +2,300 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 11,999 shares; 2025Q1: 12,449 shares; 2025Q2: 12,449 shares; 2025Q3: 12,468 shares; 2025Q4: 12,659 shares; 2026Q1: 10,346 shares 10,346 $729K 0.03% -2,313 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: 4,904 shares; 2024Q4: 4,802 shares; 2025Q1: 4,849 shares; 2025Q2: 1,375 shares; 2025Q3: 1,396 shares; 2025Q4: 1,289 shares; 2026Q1: 2,559 shares 2,559 $728K 0.03% +1,270 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,419 shares; 2024Q4: 20,335 shares; 2025Q1: 19,158 shares; 2025Q2: 17,850 shares; 2025Q3: 13,341 shares; 2025Q4: 9,205 shares; 2026Q1: 8,090 shares 8,090 $709K 0.03% -1,115 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $702K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,669 shares; 2024Q4: 17,031 shares; 2025Q1: 7,212 shares; 2025Q2: 4,437 shares; 2025Q3: 4,451 shares; 2025Q4: 4,375 shares; 2026Q1: 4,086 shares 4,086 $697K 0.03% -289 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: 7,554 shares; 2024Q4: 7,525 shares; 2025Q1: 8,005 shares; 2025Q2: 7,244 shares; 2025Q3: 7,863 shares; 2025Q4: 7,688 shares; 2026Q1: 7,778 shares 7,778 $679K 0.03% +90 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: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 10,150 shares; 2025Q3: 10,150 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $677K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,609 shares; 2025Q3: 1,579 shares; 2025Q4: 1,579 shares; 2026Q1: 1,879 shares 1,879 $674K 0.03% +300 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: 1,293 shares; 2024Q4: 1,082 shares; 2025Q1: 993 shares; 2025Q2: 663 shares; 2025Q3: 621 shares; 2025Q4: 612 shares; 2026Q1: 581 shares 581 $673K 0.03% -31 Timeline MUNI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,025 shares; 2026Q1: 12,567 shares 12,567 $656K 0.03% +542 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,985 shares; 2025Q1: 1,985 shares; 2025Q2: 1,985 shares; 2025Q3: 1,998 shares; 2025Q4: 1,985 shares; 2026Q1: 1,985 shares 1,985 $636K 0.03% 0 Timeline IWY 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: 3,110 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,610 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares 2,548 $634K 0.03% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,026 shares; 2024Q4: 26,354 shares; 2025Q1: 17,793 shares; 2025Q2: 17,712 shares; 2025Q3: 17,881 shares; 2025Q4: 17,138 shares; 2026Q1: 4,201 shares 4,201 $632K 0.03% -12,937 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: 8,593 shares; 2024Q4: 8,593 shares; 2025Q1: 8,593 shares; 2025Q2: 8,593 shares; 2025Q3: 8,620 shares; 2025Q4: 8,743 shares; 2026Q1: 8,743 shares 8,743 $624K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,158 shares; 2024Q4: 3,652 shares; 2025Q1: 3,652 shares; 2025Q2: 3,347 shares; 2025Q3: 3,345 shares; 2025Q4: 5,849 shares; 2026Q1: 5,849 shares 5,849 $620K 0.03% 0 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $616K 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 6,031 shares; 2025Q1: 6,031 shares; 2025Q2: 6,031 shares; 2025Q3: 4,891 shares; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares 2,911 $607K 0.03% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,212 shares; 2024Q4: 5,131 shares; 2025Q1: 5,131 shares; 2025Q2: 5,131 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares 5,070 $597K 0.03% 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: 30,494 shares; 2024Q4: 30,494 shares; 2025Q1: 30,494 shares; 2025Q2: 30,494 shares; 2025Q3: 30,494 shares; 2025Q4: 22,778 shares; 2026Q1: 22,398 shares 22,398 $591K 0.03% -380 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,376 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares 2,356 $591K 0.03% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,021 shares; 2025Q1: 14,341 shares; 2025Q2: 14,093 shares; 2025Q3: 14,662 shares; 2025Q4: 8,772 shares; 2026Q1: 8,772 shares 8,772 $590K 0.03% 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: 4,199 shares; 2024Q4: 4,376 shares; 2025Q1: 4,589 shares; 2025Q2: 5,226 shares; 2025Q3: 6,260 shares; 2025Q4: 6,167 shares; 2026Q1: 5,287 shares 5,287 $586K 0.03% -880 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 29,758 shares; 2025Q1: 26,952 shares; 2025Q2: 20,853 shares; 2025Q3: 16,536 shares; 2025Q4: 13,496 shares; 2026Q1: 11,631 shares 11,631 $583K 0.03% -1,865 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 4,361 shares; 2025Q3: 32,407 shares; 2025Q4: 38,974 shares; 2026Q1: 31,108 shares 31,108 $580K 0.03% -7,866 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: 3,326 shares; 2024Q4: 3,327 shares; 2025Q1: 3,328 shares; 2025Q2: 2,904 shares; 2025Q3: 1,504 shares; 2025Q4: 904 shares; 2026Q1: 5,743 shares 5,743 $567K 0.03% +4,839 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares 2,663 $550K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,759 shares; 2024Q4: 10,603 shares; 2025Q1: 13,533 shares; 2025Q2: 14,190 shares; 2025Q3: 14,190 shares; 2025Q4: 12,527 shares; 2026Q1: 10,294 shares 10,294 $532K 0.02% -2,233 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,562 shares; 2024Q4: 9,137 shares; 2025Q1: 9,137 shares; 2025Q2: 9,137 shares; 2025Q3: 8,695 shares; 2025Q4: 6,825 shares; 2026Q1: 6,825 shares 6,825 $527K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,145 shares; 2024Q4: 10,145 shares; 2025Q1: 7,145 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 5,700 shares 5,700 $523K 0.02% -1,000 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: 8,551 shares; 2024Q4: 8,431 shares; 2025Q1: 8,625 shares; 2025Q2: 7,709 shares; 2025Q3: 7,742 shares; 2025Q4: 7,733 shares; 2026Q1: 7,733 shares 7,733 $518K 0.02% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,575 shares; 2025Q1: 11,575 shares; 2025Q2: 11,575 shares; 2025Q3: 11,575 shares; 2025Q4: 11,575 shares; 2026Q1: 11,575 shares 11,575 $518K 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,376 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,688 shares; 2025Q4: 2,284 shares; 2026Q1: 2,148 shares 2,148 $514K 0.02% -136 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: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,833 shares; 2025Q4: 10,525 shares; 2026Q1: 12,525 shares 12,525 $514K 0.02% +2,000 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: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 3,455 shares; 2025Q4: 3,455 shares; 2026Q1: 3,455 shares 3,455 $512K 0.02% 0 Timeline STPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,385 shares; 2026Q1: 9,385 shares 9,385 $508K 0.02% 0 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: 4,961 shares; 2024Q4: 4,964 shares; 2025Q1: 3,563 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,311 shares; 2026Q1: 2,311 shares 2,311 $503K 0.02% 0 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: 4,634 shares; 2024Q4: 4,389 shares; 2025Q1: 4,389 shares; 2025Q2: 4,350 shares; 2025Q3: 4,365 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $502K 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: 5,945 shares; 2024Q4: 5,095 shares; 2025Q1: 5,093 shares; 2025Q2: 5,093 shares; 2025Q3: 4,769 shares; 2025Q4: 4,793 shares; 2026Q1: 5,135 shares 5,135 $502K 0.02% +342 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $498K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 10,365 shares; 2025Q1: 9,412 shares; 2025Q2: 9,416 shares; 2025Q3: 9,422 shares; 2025Q4: 7,214 shares; 2026Q1: 6,836 shares 6,836 $498K 0.02% -378 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,409 shares; 2025Q1: 2,409 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,696 shares; 2026Q1: 2,696 shares 2,696 $491K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,469 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $490K 0.02% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 4,935 shares; 2025Q2: 4,677 shares; 2025Q3: 3,878 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares 4,228 $489K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,542 shares; 2025Q3: 3,179 shares; 2025Q4: 3,170 shares; 2026Q1: 3,471 shares 3,471 $484K 0.02% +301 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: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,309 shares; 2026Q1: 1,809 shares 1,809 $483K 0.02% +500 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,720 shares; 2026Q1: 6,016 shares 6,016 $466K 0.02% +1,296 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,176 shares; 2026Q1: 4,176 shares 4,176 $457K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,739 shares; 2024Q4: 24,639 shares; 2025Q1: 2,863 shares; 2025Q2: 2,674 shares; 2025Q3: 2,783 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $451K 0.02% 0 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: 4,858 shares; 2024Q4: 3,620 shares; 2025Q1: 3,374 shares; 2025Q2: 3,333 shares; 2025Q3: 3,317 shares; 2025Q4: 4,704 shares; 2026Q1: 5,054 shares 5,054 $448K 0.02% +350 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: 10,003 shares; 2024Q4: 8,608 shares; 2025Q1: 7,989 shares; 2025Q2: 7,802 shares; 2025Q3: 4,323 shares; 2025Q4: 3,750 shares; 2026Q1: 3,690 shares 3,690 $447K 0.02% -60 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares 2,611 $441K 0.02% 0 Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,786 shares; 2024Q4: 45,667 shares; 2025Q1: 37,987 shares; 2025Q2: 37,987 shares; 2025Q3: 35,487 shares; 2025Q4: 30,713 shares; 2026Q1: 30,713 shares 30,713 $440K 0.02% 0 Timeline JMST 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: 8,620 shares; 2026Q1: 8,620 shares 8,620 $439K 0.02% 0 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $437K 0.02% 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares 2,475 $429K 0.02% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,345 shares; 2026Q1: 3,345 shares 3,345 $419K 0.02% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 577 shares; 2026Q1: 826 shares 826 $408K 0.02% +249 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,240 shares; 2026Q1: 12,025 shares 12,025 $407K 0.02% +785 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 958 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares 1,942 $406K 0.02% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC 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: 1,500 shares; 2025Q3: 1,504 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $398K 0.02% 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: 66,215 shares; 2024Q4: 67,643 shares; 2025Q1: 67,100 shares; 2025Q2: 66,035 shares; 2025Q3: 44,803 shares; 2025Q4: 45,101 shares; 2026Q1: 4,350 shares 4,350 $396K 0.02% -40,751 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 7,445 shares; 2025Q1: 7,445 shares; 2025Q2: 7,445 shares; 2025Q3: 7,445 shares; 2025Q4: 7,445 shares; 2026Q1: 7,329 shares 7,329 $392K 0.02% -116 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: 2,173 shares; 2024Q4: 2,248 shares; 2025Q1: 11,138 shares; 2025Q2: 21,506 shares; 2025Q3: 2,636 shares; 2025Q4: 3,605 shares; 2026Q1: 2,070 shares 2,070 $386K 0.02% -1,535 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: 6,611 shares; 2024Q4: 6,611 shares; 2025Q1: 6,316 shares; 2025Q2: 6,316 shares; 2025Q3: 5,915 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245 $386K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 3,485 shares; 2026Q1: 3,232 shares 3,232 $383K 0.02% -253 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: 2,031 shares; 2024Q4: 2,043 shares; 2025Q1: 2,057 shares; 2025Q2: 2,077 shares; 2025Q3: 2,097 shares; 2025Q4: 2,114 shares; 2026Q1: 2,209 shares 2,209 $380K 0.02% +95 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,233 shares; 2025Q3: 3,830 shares; 2025Q4: 4,030 shares; 2026Q1: 4,030 shares 4,030 $376K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $371K 0.02% 0 Timeline EPP 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $367K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 4,949 shares; 2025Q1: 4,949 shares; 2025Q2: 4,749 shares; 2025Q3: 4,749 shares; 2025Q4: 4,954 shares; 2026Q1: 4,749 shares 4,749 $366K 0.02% -205 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,279 shares; 2025Q1: 6,279 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 3,679 shares; 2026Q1: 3,679 shares 3,679 $365K 0.02% 0 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: 947 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 510 shares; 2025Q3: 210 shares; 2025Q4: 797 shares; 2026Q1: 817 shares 817 $365K 0.02% +20 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: 299 shares; 2024Q4: 299 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 209 shares; 2026Q1: 243 shares 243 $358K 0.02% +34 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: 3,099 shares; 2024Q4: 3,100 shares; 2025Q1: 3,104 shares; 2025Q2: 18,654 shares; 2025Q3: 19,573 shares; 2025Q4: 5,839 shares; 2026Q1: 3,081 shares 3,081 $354K 0.02% -2,758 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 13,584 shares; 2025Q1: 13,584 shares; 2025Q2: 13,584 shares; 2025Q3: 13,584 shares; 2025Q4: 13,584 shares; 2026Q1: 13,584 shares 13,584 $348K 0.02% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,548 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 2,014 shares; 2026Q1: 2,301 shares 2,301 $345K 0.02% +287 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,804 shares; 2025Q1: 3,864 shares; 2025Q2: 3,804 shares; 2025Q3: 3,522 shares; 2025Q4: 2,764 shares; 2026Q1: 2,602 shares 2,602 $343K 0.02% -162 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,398 shares; 2024Q4: 4,398 shares; 2025Q1: 4,398 shares; 2025Q2: 4,186 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares; 2026Q1: 2,027 shares 2,027 $342K 0.02% -659 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: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,023 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares 2,015 $342K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 14,482 shares; 2025Q1: 14,983 shares; 2025Q2: 13,481 shares; 2025Q3: 13,495 shares; 2025Q4: 7,565 shares; 2026Q1: 6,350 shares 6,350 $335K 0.02% -1,215 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 5,888 shares; 2025Q2: 5,888 shares; 2025Q3: 6,021 shares; 2025Q4: 6,521 shares; 2026Q1: 6,149 shares 6,149 $333K 0.02% -372 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 1,122 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares 4,594 $333K 0.02% 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: 9,902 shares; 2024Q4: 3,740 shares; 2025Q1: 3,742 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 2,263 shares; 2026Q1: 2,390 shares 2,390 $331K 0.02% +127 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,022 shares; 2025Q2: 4,099 shares; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares 4,099 $328K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,652 shares; 2026Q1: 1,647 shares 1,647 $326K 0.02% -5 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $325K 0.02% 0 Timeline IYE 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: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares 4,925 $319K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,335 shares; 2024Q4: 11,870 shares; 2025Q1: 11,770 shares; 2025Q2: 11,292 shares; 2025Q3: 10,194 shares; 2025Q4: 8,677 shares; 2026Q1: 4,522 shares 4,522 $318K 0.01% -4,155 Timeline IEI 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: 764 shares; 2024Q4: 365 shares; 2025Q1: 1,042 shares; 2025Q2: 829 shares; 2025Q3: 528 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $317K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,820 shares; 2024Q4: 4,520 shares; 2025Q1: 3,670 shares; 2025Q2: 3,488 shares; 2025Q3: 3,796 shares; 2025Q4: 10,908 shares; 2026Q1: 10,908 shares 10,908 $313K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,999 shares; 2024Q4: 16,467 shares; 2025Q1: 12,699 shares; 2025Q2: 11,819 shares; 2025Q3: 10,027 shares; 2025Q4: 7,526 shares; 2026Q1: 7,526 shares 7,526 $313K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 4,173 shares; 2025Q1: 4,173 shares; 2025Q2: 4,247 shares; 2025Q3: 4,312 shares; 2025Q4: 4,305 shares; 2026Q1: 4,305 shares 4,305 $312K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 9,878 shares; 2025Q1: 9,878 shares; 2025Q2: 9,878 shares; 2025Q3: 8,588 shares; 2025Q4: 3,019 shares; 2026Q1: 3,019 shares 3,019 $311K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695 $310K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares 1,103 $309K 0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,536 shares 3,536 $305K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $301K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,548 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,617 shares; 2026Q1: 2,215 shares 2,215 $301K 0.01% +598 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,260 shares; 2026Q1: 3,805 shares 3,805 $295K 0.01% +545 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,685 shares; 2025Q4: 4,571 shares; 2026Q1: 4,152 shares 4,152 $292K 0.01% -419 Timeline PFF 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: 32,346 shares; 2024Q4: 35,807 shares; 2025Q1: 25,264 shares; 2025Q2: 16,203 shares; 2025Q3: 13,943 shares; 2025Q4: 9,716 shares; 2026Q1: 9,576 shares 9,576 $290K 0.01% -140 Timeline IOO 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: 6,256 shares; 2024Q4: 6,256 shares; 2025Q1: 6,256 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $290K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,708 shares; 2025Q3: 1,598 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares 1,507 $289K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,634 shares 3,634 $287K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,329 shares; 2024Q4: 36,329 shares; 2025Q1: 36,329 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares 2,338 $286K 0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 6,999 shares; 2025Q1: 6,994 shares; 2025Q2: 5,822 shares; 2025Q3: 7,001 shares; 2025Q4: 6,999 shares; 2026Q1: 6,999 shares 6,999 $284K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,340 shares; 2026Q1: 3,715 shares 3,715 $279K 0.01% +375 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 565 shares; 2025Q3: 343 shares; 2025Q4: 334 shares; 2026Q1: 407 shares 407 $277K 0.01% +73 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,645 shares; 2026Q1: 4,819 shares 4,819 $274K 0.01% +2,174 Timeline STE STERIS PLC More: the full row for STERIS PLC 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: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $265K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares 1,275 $265K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 3,514 shares; 2025Q3: 3,538 shares; 2025Q4: 2,728 shares; 2026Q1: 2,732 shares 2,732 $264K 0.01% +4 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 433 shares; 2026Q1: 434 shares 434 $262K 0.01% +1 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,756 shares 6,756 $259K 0.01% new Timeline MUB 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $255K 0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,900 shares; 2026Q1: 7,100 shares 7,100 $254K 0.01% +1,200 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,199 shares; 2025Q2: 4,699 shares; 2025Q3: 13,667 shares; 2025Q4: 15,167 shares; 2026Q1: 15,167 shares 15,167 $254K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 168 shares; 2025Q2: 218 shares; 2025Q3: 375 shares; 2025Q4: 603 shares; 2026Q1: 647 shares 647 $253K 0.01% +44 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,222 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,253 shares; 2025Q4: 2,222 shares; 2026Q1: 2,222 shares 2,222 $251K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3,011 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,527 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $249K 0.01% 0 Timeline SDVY 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: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,184 shares; 2026Q1: 6,184 shares 6,184 $244K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,302 shares; 2026Q1: 3,201 shares 3,201 $244K 0.01% -101 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: 20,324 shares; 2024Q4: 12,444 shares; 2025Q1: 5,849 shares; 2025Q2: 1,599 shares; 2025Q3: 1,266 shares; 2025Q4: 923 shares; 2026Q1: 848 shares 848 $237K 0.01% -75 Timeline QXO QXO INC More: the full row for QXO 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: 14,035 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $233K 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,000 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $232K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,009 shares; 2024Q4: 3,959 shares; 2025Q1: 4,400 shares; 2025Q2: 3,871 shares; 2025Q3: 3,452 shares; 2025Q4: 2,218 shares; 2026Q1: 1,568 shares 1,568 $229K 0.01% -650 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,589 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 4,230 shares 4,230 $228K 0.01% +2,000 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,585 shares; 2025Q1: 7,804 shares; 2025Q2: 10,037 shares; 2025Q3: 9,612 shares; 2025Q4: 6,698 shares; 2026Q1: 7,543 shares 7,543 $226K 0.01% +845 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,881 shares; 2026Q1: 5,568 shares 5,568 $225K 0.01% -313 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 3,310 shares 3,310 $224K 0.01% +100 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,182 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 1,932 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares 1,892 $224K 0.01% 0 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $224K 0.01% 0 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD 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: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $223K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $222K 0.01% new Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $221K 0.01% 0 Timeline SPTM 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: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares 2,750 $217K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 184 shares; 2025Q2: 19,500 shares; 2025Q3: not reported; 2025Q4: 1,555 shares; 2026Q1: 4,575 shares 4,575 $217K 0.01% +3,020 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: 2,219 shares; 2024Q4: 2,082 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 643 shares; 2025Q4: 876 shares; 2026Q1: 876 shares 876 $216K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,398 shares; 2025Q1: 5,398 shares; 2025Q2: 6,998 shares; 2025Q3: 6,998 shares; 2025Q4: 4,190 shares; 2026Q1: 4,190 shares 4,190 $212K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,238 shares; 2025Q2: 851 shares; 2025Q3: 861 shares; 2025Q4: 774 shares; 2026Q1: 774 shares 774 $212K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,434 shares; 2025Q2: 2,934 shares; 2025Q3: 2,934 shares; 2025Q4: 3,334 shares; 2026Q1: 3,334 shares 3,334 $212K 0.01% 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: 3,197 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares; 2026Q1: 1,397 shares 1,397 $212K 0.01% -629 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: 634 shares; 2024Q4: 634 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 1,009 shares; 2026Q1: 920 shares 920 $211K 0.01% -89 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,940 shares 1,940 $211K 0.01% +140 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 152 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $210K 0.01% 0 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: 2,840 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares 1,130 $209K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,447 shares; 2025Q4: 1,432 shares; 2026Q1: 1,432 shares 1,432 $207K 0.01% 0 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: 15,800 shares; 2024Q4: 2,500 shares; 2025Q1: 3,286 shares; 2025Q2: 17,795 shares; 2025Q3: 17,539 shares; 2025Q4: 17,144 shares; 2026Q1: 3,280 shares 3,280 $206K 0.01% -13,864 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 6,642 shares; 2025Q1: 6,642 shares; 2025Q2: 6,642 shares; 2025Q3: 6,642 shares; 2025Q4: 6,642 shares; 2026Q1: 6,642 shares 6,642 $206K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $205K 0.01% 0 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: not reported; 2026Q1: 3,214 shares 3,214 $200K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,626 shares; 2025Q1: 2,626 shares; 2025Q2: 2,476 shares; 2025Q3: 2,459 shares; 2025Q4: 2,459 shares; 2026Q1: 2,459 shares 2,459 $197K 0.01% 0 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: 1,820 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 3,370 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares 3,680 $196K 0.01% 0 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: 195 shares; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 282 shares; 2025Q3: 815 shares; 2025Q4: 1,519 shares; 2026Q1: 1,495 shares 1,495 $196K 0.01% -24 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: 411 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 249 shares; 2025Q3: 232 shares; 2025Q4: 245 shares; 2026Q1: 178 shares 178 $194K 0.01% -67 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,748 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $194K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,944 shares; 2024Q4: 15,253 shares; 2025Q1: 15,267 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 3,679 shares; 2026Q1: 3,679 shares 3,679 $193K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,450 shares; 2026Q1: 4,685 shares 4,685 $191K 0.01% +235 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: 986 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 561 shares; 2025Q4: 1,836 shares; 2026Q1: 1,751 shares 1,751 $190K 0.01% -85 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: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,880 shares; 2026Q1: 4,985 shares 4,985 $189K 0.01% -895 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $186K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 443 shares; 2025Q1: 448 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 873 shares; 2026Q1: 1,069 shares 1,069 $184K 0.01% +196 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 968 shares; 2025Q3: 990 shares; 2025Q4: 936 shares; 2026Q1: 936 shares 936 $183K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 1,868 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares 1,768 $183K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 4,860 shares; 2025Q1: 4,860 shares; 2025Q2: 5,285 shares; 2025Q3: 6,303 shares; 2025Q4: 5,685 shares; 2026Q1: 5,685 shares 5,685 $182K 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: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $180K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 2,823 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $178K 0.01% 0 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: 801 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares 1,578 $177K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 15,154 shares; 2025Q1: 15,154 shares; 2025Q2: 15,154 shares; 2025Q3: 13,237 shares; 2025Q4: 11,737 shares; 2026Q1: 11,737 shares 11,737 $177K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $176K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,938 shares; 2024Q4: 16,220 shares; 2025Q1: 14,551 shares; 2025Q2: 11,605 shares; 2025Q3: 9,953 shares; 2025Q4: 9,556 shares; 2026Q1: 10,156 shares 10,156 $175K 0.01% +600 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 362 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares 456 $175K 0.01% 0 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: 752 shares; 2024Q4: 752 shares; 2025Q1: 715 shares; 2025Q2: 629 shares; 2025Q3: 657 shares; 2025Q4: 690 shares; 2026Q1: 654 shares 654 $174K 0.01% -36 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: 10,912 shares; 2024Q4: 11,212 shares; 2025Q1: 8,924 shares; 2025Q2: 3,920 shares; 2025Q3: 3,985 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares 3,910 $173K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,829 shares; 2025Q1: 2,384 shares; 2025Q2: 1,950 shares; 2025Q3: 1,965 shares; 2025Q4: 2,150 shares; 2026Q1: 2,550 shares 2,550 $170K 0.01% +400 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: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,666 shares; 2025Q2: 1,730 shares; 2025Q3: 777 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares 3,424 $168K 0.01% 0 Timeline IJS 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: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares 1,417 $168K 0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 8,053 shares; 2026Q1: 8,053 shares 8,053 $166K 0.01% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 10,901 shares; 2025Q1: 5,862 shares; 2025Q2: 6,220 shares; 2025Q3: 6,620 shares; 2025Q4: 5,013 shares; 2026Q1: 5,013 shares 5,013 $163K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $160K 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: 3,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580 $158K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $158K 0.01% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 3,254 shares; 2025Q4: 9,254 shares; 2026Q1: 9,254 shares 9,254 $152K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,613 shares; 2025Q2: 3,613 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares 3,613 $152K 0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,560 shares; 2025Q1: 3,560 shares; 2025Q2: 3,560 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares 3,510 $150K 0.01% 0 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,691 shares; 2024Q4: 4,092 shares; 2025Q1: 5,285 shares; 2025Q2: 28,953 shares; 2025Q3: 18,803 shares; 2025Q4: 13,015 shares; 2026Q1: 13,015 shares 13,015 $149K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 1,300 shares; 2025Q3: 1,314 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $149K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $147K 0.01% 0 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,994 shares; 2024Q4: 14,092 shares; 2025Q1: 14,190 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 8,500 shares 8,500 $146K 0.01% -1,000 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,820 shares; 2025Q1: 6,622 shares; 2025Q2: 6,622 shares; 2025Q3: 6,622 shares; 2025Q4: 6,622 shares; 2026Q1: 6,622 shares 6,622 $145K 0.01% 0 Timeline INDA 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: 13,995 shares; 2024Q4: 13,995 shares; 2025Q1: 7,185 shares; 2025Q2: 7,185 shares; 2025Q3: 4,098 shares; 2025Q4: 3,911 shares; 2026Q1: 3,061 shares 3,061 $143K 0.01% -850 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 1,346 shares; 2025Q1: 1,101 shares; 2025Q2: 350 shares; 2025Q3: 189 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $142K 0.01% 0 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 13,609 shares; 2025Q1: 13,692 shares; 2025Q2: 9,217 shares; 2025Q3: 9,217 shares; 2025Q4: 9,217 shares; 2026Q1: 8,217 shares 8,217 $142K 0.01% -1,000 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 282 shares; 2025Q2: 232 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $139K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,972 shares; 2025Q1: 3,019 shares; 2025Q2: 1,500 shares; 2025Q3: 1,511 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $139K 0.01% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 13,809 shares; 2025Q1: 15,559 shares; 2025Q2: 18,359 shares; 2025Q3: 18,359 shares; 2025Q4: 16,559 shares; 2026Q1: 27,500 shares 27,500 $136K 0.01% +10,941 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,628 shares; 2025Q1: 4,935 shares; 2025Q2: 4,781 shares; 2025Q3: 4,698 shares; 2025Q4: 1,415 shares; 2026Q1: 1,037 shares 1,037 $135K 0.01% -378 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,867 shares; 2025Q1: 5,502 shares; 2025Q2: 7,155 shares; 2025Q3: 6,880 shares; 2025Q4: 4,214 shares; 2026Q1: 2,696 shares 2,696 $134K 0.01% -1,518 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: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,285 shares; 2025Q2: 1,250 shares; 2025Q3: 1,233 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $134K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares 3,530 $133K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $133K 0.01% 0 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: 8,077 shares; 2024Q4: 8,747 shares; 2025Q1: 8,756 shares; 2025Q2: 8,780 shares; 2025Q3: 8,870 shares; 2025Q4: 7,908 shares; 2026Q1: 1,603 shares 1,603 $131K 0.01% -6,305 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: 702 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 720 shares; 2025Q4: 702 shares; 2026Q1: 702 shares 702 $131K 0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,350 shares 2,350 $130K 0.01% new 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: 950 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $129K 0.01% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares 690 $129K 0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: not reported; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158 $128K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,392 shares; 2025Q4: 1,473 shares; 2026Q1: 1,515 shares 1,515 $128K 0.01% +42 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,954 shares; 2024Q4: 4,209 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,555 shares; 2026Q1: 2,555 shares 2,555 $127K 0.01% 0 Timeline IBTH 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: 11,691 shares; 2025Q1: 12,865 shares; 2025Q2: 12,865 shares; 2025Q3: 5,638 shares; 2025Q4: 5,638 shares; 2026Q1: 5,638 shares 5,638 $126K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 533 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 596 shares; 2026Q1: 600 shares 600 $125K 0.01% +4 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,368 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,445 shares; 2025Q4: 2,334 shares; 2026Q1: 2,232 shares 2,232 $124K 0.01% -102 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: 972 shares; 2024Q4: 972 shares; 2025Q1: 984 shares; 2025Q2: 986 shares; 2025Q3: 1,002 shares; 2025Q4: 979 shares; 2026Q1: 979 shares 979 $123K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 3,776 shares; 2025Q1: 3,787 shares; 2025Q2: 3,847 shares; 2025Q3: 3,858 shares; 2025Q4: 3,869 shares; 2026Q1: 4,883 shares 4,883 $123K 0.01% +1,014 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,833 shares; 2026Q1: 1,555 shares 1,555 $122K 0.01% -278 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 2,062 shares; 2025Q2: 953 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,039 shares 2,039 $119K 0.01% new Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,937 shares; 2025Q1: 5,937 shares; 2025Q2: 5,937 shares; 2025Q3: 5,937 shares; 2025Q4: 5,937 shares; 2026Q1: 5,937 shares 5,937 $119K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $118K 0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 2,624 shares; 2025Q1: 2,624 shares; 2025Q2: 1,535 shares; 2025Q3: 1,340 shares; 2025Q4: 2,835 shares; 2026Q1: 1,871 shares 1,871 $116K 0.01% -964 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 193 shares; 2025Q4: 169 shares; 2026Q1: 132 shares 132 $112K 0.01% -37 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: 221 shares; 2024Q4: 230 shares; 2025Q1: 709 shares; 2025Q2: 473 shares; 2025Q3: 327 shares; 2025Q4: 420 shares; 2026Q1: 411 shares 411 $112K 0.01% -9 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,478 shares 1,478 $110K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 3,709 shares; 2025Q3: 2,909 shares; 2025Q4: 2,930 shares; 2026Q1: 2,800 shares 2,800 $108K 0.01% -130 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,061 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 2,061 shares; 2026Q1: 2,061 shares 2,061 $107K <0.01% 0 Timeline IYC 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares 1,096 $106K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 139 shares; 2025Q1: 137 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $106K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,206 shares; 2025Q4: 460 shares; 2026Q1: 1,606 shares 1,606 $105K <0.01% +1,146 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 1,614 shares; 2026Q1: 493 shares 493 $102K <0.01% -1,121 Timeline IEV 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: 1,500 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 $102K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $102K <0.01% 0 Timeline