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: restricted; 2024Q4: 31,421 shares; 2025Q1: 30,932 shares; 2025Q2: 31,121 shares; 2025Q3: 30,895 shares; 2025Q4: 31,005 shares; 2026Q1: 30,529 shares 30,529 $11.3M 2.83% -476 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: restricted; 2024Q4: 14,924 shares; 2025Q1: 15,077 shares; 2025Q2: 15,205 shares; 2025Q3: 14,741 shares; 2025Q4: 14,418 shares; 2026Q1: 13,806 shares 13,806 $9.78M 2.45% -612 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: restricted; 2024Q4: 34,393 shares; 2025Q1: 33,678 shares; 2025Q2: 33,195 shares; 2025Q3: 33,248 shares; 2025Q4: 33,643 shares; 2026Q1: 33,306 shares 33,306 $8.45M 2.12% -337 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,358 shares; 2025Q1: 62,939 shares; 2025Q2: 61,353 shares; 2025Q3: 60,512 shares; 2025Q4: 59,591 shares; 2026Q1: 58,982 shares 58,982 $8.4M 2.1% -609 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,753 shares; 2025Q1: not reported; 2025Q2: 6,767 shares; 2025Q3: 6,518 shares; 2025Q4: 6,294 shares; 2026Q1: 6,032 shares 6,032 $8.32M 2.08% -262 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: restricted; 2024Q4: 11,858 shares; 2025Q1: 11,664 shares; 2025Q2: 11,922 shares; 2025Q3: 11,686 shares; 2025Q4: 11,255 shares; 2026Q1: 10,874 shares 10,874 $8.03M 2.01% -381 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: restricted; 2024Q4: 917 shares; 2025Q1: 17,932 shares; 2025Q2: 18,069 shares; 2025Q3: 16,563 shares; 2025Q4: 17,217 shares; 2026Q1: 17,282 shares 17,282 $7.37M 1.85% +65 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: restricted; 2024Q4: not reported; 2025Q1: 20,142 shares; 2025Q2: 20,347 shares; 2025Q3: 18,881 shares; 2025Q4: 19,829 shares; 2026Q1: 19,833 shares 19,833 $7.07M 1.77% +4 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,930 shares 45,930 $6.69M 1.68% new 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: restricted; 2024Q4: 28,319 shares; 2025Q1: 55,004 shares; 2025Q2: 54,859 shares; 2025Q3: 53,283 shares; 2025Q4: 53,103 shares; 2026Q1: 52,363 shares 52,363 $6.51M 1.63% -740 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: restricted; 2024Q4: 8,910 shares; 2025Q1: 8,246 shares; 2025Q2: 8,661 shares; 2025Q3: 9,617 shares; 2025Q4: 18,485 shares; 2026Q1: 21,590 shares 21,590 $6.21M 1.56% +3,105 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: 1,237 shares; 2025Q2: 8,387 shares; 2025Q3: 8,102 shares; 2025Q4: 7,889 shares; 2026Q1: 7,422 shares 7,422 $5.87M 1.47% -467 Timeline IEZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,934 shares 196,934 $5.7M 1.43% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,047 shares; 2025Q1: 7,869 shares; 2025Q2: 8,107 shares; 2025Q3: 7,955 shares; 2025Q4: 7,773 shares; 2026Q1: 7,650 shares 7,650 $5.57M 1.4% -123 Timeline FXR 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: restricted; 2024Q4: 65,499 shares; 2025Q1: 64,436 shares; 2025Q2: 65,259 shares; 2025Q3: 60,754 shares; 2025Q4: 63,920 shares; 2026Q1: 63,885 shares 63,885 $5.21M 1.31% -35 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: restricted; 2024Q4: 29,647 shares; 2025Q1: 10,350 shares; 2025Q2: 10,053 shares; 2025Q3: 9,601 shares; 2025Q4: 8,981 shares; 2026Q1: 8,960 shares 8,960 $5.17M 1.3% -21 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: restricted; 2024Q4: 47,958 shares; 2025Q1: 47,175 shares; 2025Q2: 47,545 shares; 2025Q3: 44,042 shares; 2025Q4: 45,872 shares; 2026Q1: 46,033 shares 46,033 $5.1M 1.28% +161 Timeline IGE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,801 shares 79,801 $5.02M 1.26% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,983 shares; 2025Q4: 50,616 shares; 2026Q1: 50,957 shares 50,957 $4.96M 1.24% +341 Timeline EMB 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: restricted; 2024Q4: 65,599 shares; 2025Q1: 65,842 shares; 2025Q2: 56,150 shares; 2025Q3: 55,812 shares; 2025Q4: 55,124 shares; 2026Q1: 52,620 shares 52,620 $4.94M 1.24% -2,504 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: restricted; 2024Q4: 70,854 shares; 2025Q1: 72,747 shares; 2025Q2: 62,498 shares; 2025Q3: 62,117 shares; 2025Q4: 61,456 shares; 2026Q1: 58,841 shares 58,841 $4.87M 1.22% -2,615 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,672 shares; 2025Q2: 5,670 shares; 2025Q3: 5,669 shares; 2025Q4: 5,637 shares; 2026Q1: 5,609 shares 5,609 $4.85M 1.22% -28 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: restricted; 2024Q4: 15,139 shares; 2025Q1: 15,122 shares; 2025Q2: 15,081 shares; 2025Q3: 14,828 shares; 2025Q4: 14,470 shares; 2026Q1: 14,047 shares 14,047 $4.83M 1.21% -423 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,667 shares 21,667 $4.74M 1.19% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,542 shares; 2025Q3: 41,321 shares; 2025Q4: 40,903 shares; 2026Q1: 39,048 shares 39,048 $4.63M 1.16% -1,855 Timeline MBB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,220 shares; 2026Q1: 47,809 shares 47,809 $4.54M 1.14% -2,411 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,108 shares; 2025Q3: 37,288 shares; 2025Q4: 36,533 shares; 2026Q1: 35,840 shares 35,840 $4.53M 1.13% -693 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: restricted; 2024Q4: not reported; 2025Q1: 86,669 shares; 2025Q2: 86,998 shares; 2025Q3: 80,419 shares; 2025Q4: 83,457 shares; 2026Q1: 82,362 shares 82,362 $4.47M 1.12% -1,095 Timeline TLT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,521 shares 51,521 $4.47M 1.12% new Timeline EWO 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: restricted; 2024Q4: not reported; 2025Q1: 127,178 shares; 2025Q2: 128,016 shares; 2025Q3: 118,592 shares; 2025Q4: 123,819 shares; 2026Q1: 122,287 shares 122,287 $4.34M 1.09% -1,532 Timeline EIS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,711 shares; 2025Q4: 36,462 shares; 2026Q1: 36,071 shares 36,071 $4.19M 1.05% -391 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: restricted; 2024Q4: 2,123 shares; 2025Q1: 4,165 shares; 2025Q2: 6,012 shares; 2025Q3: 12,566 shares; 2025Q4: 15,720 shares; 2026Q1: 17,109 shares 17,109 $4.18M 1.05% +1,389 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: restricted; 2024Q4: 323,896 shares; 2025Q1: 73,996 shares; 2025Q2: 70,252 shares; 2025Q3: 66,820 shares; 2025Q4: 65,587 shares; 2026Q1: 64,298 shares 64,298 $4.12M 1.03% -1,289 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,341 shares; 2025Q1: 4,341 shares; 2025Q2: 19,793 shares; 2025Q3: 19,730 shares; 2025Q4: 19,662 shares; 2026Q1: 19,428 shares 19,428 $4.11M 1.03% -234 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: 29,226 shares; 2025Q4: 28,959 shares; 2026Q1: 28,392 shares 28,392 $4.01M 1% -567 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: restricted; 2024Q4: not reported; 2025Q1: 76,566 shares; 2025Q2: 77,139 shares; 2025Q3: 71,558 shares; 2025Q4: 74,919 shares; 2026Q1: 74,742 shares 74,742 $3.99M 1% -177 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: restricted; 2024Q4: 7,154 shares; 2025Q1: 8,150 shares; 2025Q2: 9,242 shares; 2025Q3: 9,814 shares; 2025Q4: 13,794 shares; 2026Q1: 27,946 shares 27,946 $3.89M 0.98% +14,152 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,413 shares; 2026Q1: 11,341 shares 11,341 $3.88M 0.97% -72 Timeline EWC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,274 shares 70,274 $3.85M 0.96% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,352 shares 11,352 $3.65M 0.92% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,738 shares; 2025Q4: 13,678 shares; 2026Q1: 13,690 shares 13,690 $3.64M 0.91% +12 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,489 shares; 2025Q1: 143,080 shares; 2025Q2: 142,682 shares; 2025Q3: 141,796 shares; 2025Q4: 138,719 shares; 2026Q1: 137,258 shares 137,258 $3.6M 0.9% -1,461 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 82,533 shares; 2025Q2: 86,522 shares; 2025Q3: 84,996 shares; 2025Q4: 83,627 shares; 2026Q1: 82,857 shares 82,857 $3.55M 0.89% -770 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,778 shares; 2025Q4: 16,403 shares; 2026Q1: 16,549 shares 16,549 $3.54M 0.89% +146 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,265 shares; 2025Q1: 3,954 shares; 2025Q2: 3,110 shares; 2025Q3: 2,601 shares; 2025Q4: 2,593 shares; 2026Q1: 20,996 shares 20,996 $3.45M 0.86% +18,403 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,078 shares; 2025Q1: 20,312 shares; 2025Q2: 20,123 shares; 2025Q3: 18,881 shares; 2025Q4: 19,203 shares; 2026Q1: 19,656 shares 19,656 $3.43M 0.86% +453 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: restricted; 2024Q4: 14,168 shares; 2025Q1: 13,972 shares; 2025Q2: 13,541 shares; 2025Q3: 12,644 shares; 2025Q4: 12,451 shares; 2026Q1: 11,520 shares 11,520 $3.39M 0.85% -931 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,966 shares; 2025Q1: 7,480 shares; 2025Q2: 8,037 shares; 2025Q3: 7,966 shares; 2025Q4: 7,933 shares; 2026Q1: 7,973 shares 7,973 $3.32M 0.83% +40 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,229 shares; 2025Q1: 23,201 shares; 2025Q2: 24,229 shares; 2025Q3: 24,314 shares; 2025Q4: 24,047 shares; 2026Q1: 23,736 shares 23,736 $3.21M 0.8% -311 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,762 shares; 2025Q1: 14,087 shares; 2025Q2: 14,217 shares; 2025Q3: 14,014 shares; 2025Q4: 14,110 shares; 2026Q1: 16,154 shares 16,154 $3.2M 0.8% +2,044 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 6,051 shares; 2025Q3: 5,633 shares; 2025Q4: 5,615 shares; 2026Q1: 5,468 shares 5,468 $3M 0.75% -147 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,418 shares 15,418 $2.9M 0.73% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,434 shares 24,434 $2.86M 0.72% new 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: restricted; 2024Q4: 2,564 shares; 2025Q1: 2,635 shares; 2025Q2: 1,953 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 11,372 shares 11,372 $2.81M 0.7% +9,465 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 32,122 shares; 2025Q2: 30,399 shares; 2025Q3: 30,304 shares; 2025Q4: 30,523 shares; 2026Q1: 30,521 shares 30,521 $2.77M 0.69% -2 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,467 shares 18,467 $2.72M 0.68% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,383 shares; 2026Q1: 28,605 shares 28,605 $2.69M 0.67% +222 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,122 shares 52,122 $2.68M 0.67% new 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: restricted; 2024Q4: 7,554 shares; 2025Q1: 8,343 shares; 2025Q2: 6,083 shares; 2025Q3: 11,878 shares; 2025Q4: 18,690 shares; 2026Q1: 21,955 shares 21,955 $2.64M 0.66% +3,265 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,557 shares 6,557 $2.58M 0.65% new 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: restricted; 2024Q4: 7,904 shares; 2025Q1: 7,921 shares; 2025Q2: 7,921 shares; 2025Q3: 7,922 shares; 2025Q4: 7,924 shares; 2026Q1: 7,961 shares 7,961 $2.55M 0.64% +37 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: restricted; 2024Q4: 21,203 shares; 2025Q1: 18,177 shares; 2025Q2: 10,556 shares; 2025Q3: 9,054 shares; 2025Q4: 8,517 shares; 2026Q1: 8,224 shares 8,224 $2.55M 0.64% -293 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,912 shares; 2026Q1: 34,083 shares 34,083 $2.51M 0.63% +9,171 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: restricted; 2024Q4: 21,035 shares; 2025Q1: 20,659 shares; 2025Q2: 20,224 shares; 2025Q3: 19,009 shares; 2025Q4: 17,162 shares; 2026Q1: 16,999 shares 16,999 $2.46M 0.62% -163 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,222 shares; 2026Q1: 14,580 shares 14,580 $2.42M 0.61% +358 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,219 shares 10,219 $2.38M 0.6% new 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: restricted; 2024Q4: 18,762 shares; 2025Q1: 17,056 shares; 2025Q2: 16,287 shares; 2025Q3: 14,408 shares; 2025Q4: 13,995 shares; 2026Q1: 14,037 shares 14,037 $2.38M 0.6% +42 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: 4,198 shares; 2026Q1: 4,042 shares 4,042 $2.31M 0.58% -156 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: restricted; 2024Q4: 2,718 shares; 2025Q1: 2,697 shares; 2025Q2: 2,590 shares; 2025Q3: 2,416 shares; 2025Q4: 2,428 shares; 2026Q1: 2,418 shares 2,418 $2.22M 0.56% -10 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: restricted; 2024Q4: 10,105 shares; 2025Q1: 10,097 shares; 2025Q2: 10,278 shares; 2025Q3: 10,279 shares; 2025Q4: 10,796 shares; 2026Q1: 10,581 shares 10,581 $2.2M 0.55% -215 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 4,585 shares 4,585 $2.17M 0.54% +4,092 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,049 shares 6,049 $2.15M 0.54% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,474 shares; 2026Q1: 14,476 shares 14,476 $2.14M 0.54% -5,998 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,938 shares; 2025Q4: 7,114 shares; 2026Q1: 7,171 shares 7,171 $2.14M 0.54% +57 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: restricted; 2024Q4: 13,110 shares; 2025Q1: 12,979 shares; 2025Q2: 12,246 shares; 2025Q3: 10,440 shares; 2025Q4: 10,440 shares; 2026Q1: 10,435 shares 10,435 $2M 0.5% -5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,701 shares 47,701 $1.83M 0.46% new Timeline EPOL 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: restricted; 2024Q4: not reported; 2025Q1: 55,002 shares; 2025Q2: 55,392 shares; 2025Q3: 51,539 shares; 2025Q4: not reported; 2026Q1: 49,473 shares 49,473 $1.8M 0.45% new 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: restricted; 2024Q4: 4,902 shares; 2025Q1: 4,950 shares; 2025Q2: 4,931 shares; 2025Q3: 4,880 shares; 2025Q4: 1,559 shares; 2026Q1: 1,544 shares 1,544 $1.68M 0.42% -15 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: restricted; 2024Q4: 6,354 shares; 2025Q1: 6,450 shares; 2025Q2: 6,661 shares; 2025Q3: 6,263 shares; 2025Q4: 6,019 shares; 2026Q1: 5,543 shares 5,543 $1.68M 0.42% -476 Timeline EWT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,713 shares 21,713 $1.54M 0.39% new 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: restricted; 2024Q4: 2,088 shares; 2025Q1: 7,275 shares; 2025Q2: 2,637 shares; 2025Q3: 2,916 shares; 2025Q4: 2,852 shares; 2026Q1: 2,566 shares 2,566 $1.47M 0.37% -286 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,452 shares; 2025Q1: 40,991 shares; 2025Q2: 36,133 shares; 2025Q3: 32,970 shares; 2025Q4: 32,009 shares; 2026Q1: 31,972 shares 31,972 $1.45M 0.36% -37 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: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.36% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,415 shares; 2025Q1: 20,396 shares; 2025Q2: 23,339 shares; 2025Q3: 21,997 shares; 2025Q4: 19,087 shares; 2026Q1: 18,647 shares 18,647 $1.42M 0.36% -440 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: restricted; 2024Q4: 5,106 shares; 2025Q1: 5,057 shares; 2025Q2: 4,599 shares; 2025Q3: 4,300 shares; 2025Q4: 4,436 shares; 2026Q1: 4,248 shares 4,248 $1.4M 0.35% -188 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: restricted; 2024Q4: 6,557 shares; 2025Q1: 6,555 shares; 2025Q2: 6,521 shares; 2025Q3: 6,211 shares; 2025Q4: 6,211 shares; 2026Q1: 6,183 shares 6,183 $1.34M 0.34% -28 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: restricted; 2024Q4: not reported; 2025Q1: 3,908 shares; 2025Q2: 7,032 shares; 2025Q3: 7,686 shares; 2025Q4: 8,694 shares; 2026Q1: 9,919 shares 9,919 $1.3M 0.33% +1,225 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: restricted; 2024Q4: 5,331 shares; 2025Q1: 5,303 shares; 2025Q2: 5,749 shares; 2025Q3: 9,921 shares; 2025Q4: 10,777 shares; 2026Q1: 11,414 shares 11,414 $1.29M 0.32% +637 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: restricted; 2024Q4: 14,056 shares; 2025Q1: 13,954 shares; 2025Q2: 16,468 shares; 2025Q3: 15,831 shares; 2025Q4: 15,807 shares; 2026Q1: 15,218 shares 15,218 $1.18M 0.3% -589 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: restricted; 2024Q4: 3,161 shares; 2025Q1: 5,503 shares; 2025Q2: 4,742 shares; 2025Q3: 6,631 shares; 2025Q4: 5,606 shares; 2026Q1: 5,693 shares 5,693 $1.18M 0.3% +87 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: restricted; 2024Q4: 8,374 shares; 2025Q1: 8,420 shares; 2025Q2: 8,511 shares; 2025Q3: 7,351 shares; 2025Q4: 7,383 shares; 2026Q1: 7,283 shares 7,283 $1.16M 0.29% -100 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: restricted; 2024Q4: 5,574 shares; 2025Q1: 5,448 shares; 2025Q2: 5,593 shares; 2025Q3: 5,159 shares; 2025Q4: 5,129 shares; 2026Q1: 5,006 shares 5,006 $1.15M 0.29% -123 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: restricted; 2024Q4: 3,565 shares; 2025Q1: 3,218 shares; 2025Q2: 3,192 shares; 2025Q3: 3,679 shares; 2025Q4: 3,751 shares; 2026Q1: 3,803 shares 3,803 $1.09M 0.27% +52 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: restricted; 2024Q4: 10,506 shares; 2025Q1: 10,658 shares; 2025Q2: 2,266 shares; 2025Q3: 2,252 shares; 2025Q4: 2,231 shares; 2026Q1: 2,202 shares 2,202 $1.09M 0.27% -29 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: restricted; 2024Q4: 978 shares; 2025Q1: 1,003 shares; 2025Q2: 3,492 shares; 2025Q3: 3,593 shares; 2025Q4: 11,573 shares; 2026Q1: 11,196 shares 11,196 $1.08M 0.27% -377 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: restricted; 2024Q4: 6,419 shares; 2025Q1: 7,435 shares; 2025Q2: 12,522 shares; 2025Q3: 11,918 shares; 2025Q4: 6,502 shares; 2026Q1: 6,495 shares 6,495 $1.07M 0.27% -7 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,076 shares; 2025Q1: 13,061 shares; 2025Q2: 13,061 shares; 2025Q3: 12,694 shares; 2025Q4: 12,671 shares; 2026Q1: 12,465 shares 12,465 $1.03M 0.26% -206 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: restricted; 2024Q4: 22,280 shares; 2025Q1: 22,280 shares; 2025Q2: 22,280 shares; 2025Q3: 22,280 shares; 2025Q4: 22,284 shares; 2026Q1: 22,303 shares 22,303 $1.03M 0.26% +19 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: restricted; 2024Q4: 823 shares; 2025Q1: 850 shares; 2025Q2: 809 shares; 2025Q3: 807 shares; 2025Q4: 801 shares; 2026Q1: 964 shares 964 $961K 0.24% +163 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: restricted; 2024Q4: 1,743 shares; 2025Q1: 1,620 shares; 2025Q2: 1,438 shares; 2025Q3: 1,376 shares; 2025Q4: 2,788 shares; 2026Q1: 2,666 shares 2,666 $938K 0.24% -122 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,853 shares; 2025Q4: 8,085 shares; 2026Q1: 17,417 shares 17,417 $874K 0.22% +9,332 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: restricted; 2024Q4: 1,941 shares; 2025Q1: 1,958 shares; 2025Q2: 2,112 shares; 2025Q3: 1,952 shares; 2025Q4: 1,965 shares; 2026Q1: 1,707 shares 1,707 $853K 0.21% -258 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: restricted; 2024Q4: 611 shares; 2025Q1: 607 shares; 2025Q2: 9,271 shares; 2025Q3: 9,549 shares; 2025Q4: 9,271 shares; 2026Q1: 9,170 shares 9,170 $846K 0.21% -101 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: restricted; 2024Q4: 1,422 shares; 2025Q1: 1,482 shares; 2025Q2: 1,481 shares; 2025Q3: 1,331 shares; 2025Q4: 1,309 shares; 2026Q1: 1,296 shares 1,296 $843K 0.21% -13 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: restricted; 2024Q4: 5,588 shares; 2025Q1: 5,258 shares; 2025Q2: 5,028 shares; 2025Q3: 5,278 shares; 2025Q4: 5,341 shares; 2026Q1: 5,630 shares 5,630 $824K 0.21% +289 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: restricted; 2024Q4: 2,786 shares; 2025Q1: 2,843 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,873 shares 2,873 $815K 0.2% +56 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares; 2025Q4: 4,386 shares; 2026Q1: 5,076 shares 5,076 $775K 0.19% +690 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,293 shares; 2025Q3: 6,293 shares; 2025Q4: 6,460 shares; 2026Q1: 5,852 shares 5,852 $766K 0.19% -608 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: restricted; 2024Q4: 9,962 shares; 2025Q1: 9,962 shares; 2025Q2: 10,099 shares; 2025Q3: 9,178 shares; 2025Q4: 9,178 shares; 2026Q1: 9,087 shares 9,087 $723K 0.18% -91 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,790 shares; 2026Q1: 7,711 shares 7,711 $716K 0.18% +921 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: restricted; 2024Q4: 4,533 shares; 2025Q1: 3,653 shares; 2025Q2: 5,979 shares; 2025Q3: 5,696 shares; 2025Q4: 5,963 shares; 2026Q1: 5,976 shares 5,976 $678K 0.17% +13 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: restricted; 2024Q4: 4,613 shares; 2025Q1: 4,508 shares; 2025Q2: 4,367 shares; 2025Q3: 4,377 shares; 2025Q4: 4,456 shares; 2026Q1: 4,791 shares 4,791 $663K 0.17% +335 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: restricted; 2024Q4: 3,427 shares; 2025Q1: 3,380 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: 2,703 shares 2,703 $660K 0.17% +2 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,423 shares 2,423 $655K 0.16% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,245 shares; 2026Q1: 7,196 shares 7,196 $655K 0.16% -49 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,182 shares; 2025Q1: 24,022 shares; 2025Q2: 23,130 shares; 2025Q3: 39,206 shares; 2025Q4: 36,166 shares; 2026Q1: 35,801 shares 35,801 $645K 0.16% -365 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: restricted; 2024Q4: 1,639 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,583 shares; 2025Q4: 1,600 shares; 2026Q1: 1,598 shares 1,598 $634K 0.16% -2 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares; 2025Q4: 7,520 shares; 2026Q1: 7,601 shares 7,601 $627K 0.16% +81 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: restricted; 2024Q4: 42,416 shares; 2025Q1: 42,352 shares; 2025Q2: 5,339 shares; 2025Q3: 5,339 shares; 2025Q4: 5,339 shares; 2026Q1: 5,316 shares 5,316 $625K 0.16% -23 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: restricted; 2024Q4: 4,577 shares; 2025Q1: 4,526 shares; 2025Q2: 4,244 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,686 shares 3,686 $623K 0.16% -85 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,815 shares; 2026Q1: 5,699 shares 5,699 $617K 0.15% +2,884 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: restricted; 2024Q4: 4,921 shares; 2025Q1: 4,612 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 3,325 shares; 2026Q1: 3,306 shares 3,306 $617K 0.15% -19 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: restricted; 2024Q4: 1,345 shares; 2025Q1: 1,186 shares; 2025Q2: 1,144 shares; 2025Q3: 933 shares; 2025Q4: 924 shares; 2026Q1: 984 shares 984 $595K 0.15% +60 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: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 1,974 shares; 2025Q4: 1,922 shares; 2026Q1: 1,657 shares 1,657 $593K 0.15% -265 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: restricted; 2024Q4: 6,709 shares; 2025Q1: 6,579 shares; 2025Q2: 6,157 shares; 2025Q3: 6,057 shares; 2025Q4: 5,553 shares; 2026Q1: 3,997 shares 3,997 $588K 0.15% -1,556 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: restricted; 2024Q4: 6,299 shares; 2025Q1: 6,299 shares; 2025Q2: 6,255 shares; 2025Q3: 6,198 shares; 2025Q4: 6,035 shares; 2026Q1: 6,035 shares 6,035 $579K 0.15% 0 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: restricted; 2024Q4: 638 shares; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 655 shares; 2026Q1: 657 shares 657 $573K 0.14% +2 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,644 shares; 2025Q1: 16,303 shares; 2025Q2: 15,347 shares; 2025Q3: 13,773 shares; 2025Q4: 10,109 shares; 2026Q1: 9,923 shares 9,923 $562K 0.14% -186 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: restricted; 2024Q4: 3,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,125 shares 9,125 $553K 0.14% new Timeline IUSG 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: restricted; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,311 shares; 2026Q1: 3,551 shares 3,551 $551K 0.14% +240 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,500 shares; 2025Q1: 76,500 shares; 2025Q2: 76,500 shares; 2025Q3: 76,500 shares; 2025Q4: 76,500 shares; 2026Q1: 76,500 shares 76,500 $539K 0.14% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,362 shares 1,362 $534K 0.13% +206 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: restricted; 2024Q4: 1,763 shares; 2025Q1: 1,778 shares; 2025Q2: 1,792 shares; 2025Q3: 1,708 shares; 2025Q4: 1,842 shares; 2026Q1: 1,717 shares 1,717 $533K 0.13% -125 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: restricted; 2024Q4: 856 shares; 2025Q1: 864 shares; 2025Q2: 895 shares; 2025Q3: 890 shares; 2025Q4: 155 shares; 2026Q1: 126 shares 126 $531K 0.13% -29 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares; 2025Q3: 671 shares; 2025Q4: 604 shares; 2026Q1: 599 shares 599 $507K 0.13% -5 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: restricted; 2024Q4: 912 shares; 2025Q1: 965 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,042 shares; 2026Q1: 1,056 shares 1,056 $506K 0.13% +14 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: restricted; 2024Q4: 849 shares; 2025Q1: 833 shares; 2025Q2: 1,082 shares; 2025Q3: 1,315 shares; 2025Q4: 1,439 shares; 2026Q1: 1,352 shares 1,352 $503K 0.13% -87 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: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,599 shares; 2025Q2: 1,637 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,553 shares 1,553 $488K 0.12% +1 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,161 shares; 2025Q1: 16,421 shares; 2025Q2: 15,534 shares; 2025Q3: 34,447 shares; 2025Q4: 30,960 shares; 2026Q1: 30,873 shares 30,873 $456K 0.11% -87 Timeline FTRI 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: restricted; 2024Q4: 53,455 shares; 2025Q1: 47,643 shares; 2025Q2: 40,242 shares; 2025Q3: 35,739 shares; 2025Q4: 26,313 shares; 2026Q1: 25,286 shares 25,286 $451K 0.11% -1,027 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,318 shares 1,318 $445K 0.11% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,112 shares; 2025Q2: 5,645 shares; 2025Q3: 6,499 shares; 2025Q4: 5,606 shares; 2026Q1: 5,415 shares 5,415 $443K 0.11% -191 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,717 shares; 2025Q1: 17,453 shares; 2025Q2: 15,763 shares; 2025Q3: 15,763 shares; 2025Q4: 8,855 shares; 2026Q1: 8,855 shares 8,855 $439K 0.11% 0 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: restricted; 2024Q4: 506 shares; 2025Q1: 504 shares; 2025Q2: 509 shares; 2025Q3: 492 shares; 2025Q4: 497 shares; 2026Q1: 487 shares 487 $436K 0.11% -10 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: restricted; 2024Q4: 11,012 shares; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 11,012 shares; 2026Q1: 11,012 shares 11,012 $428K 0.11% 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: restricted; 2024Q4: 4,692 shares; 2025Q1: 4,898 shares; 2025Q2: 5,513 shares; 2025Q3: 4,196 shares; 2025Q4: 4,236 shares; 2026Q1: 3,849 shares 3,849 $426K 0.11% -387 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 13,433 shares; 2025Q3: 13,287 shares; 2025Q4: 1,540 shares; 2026Q1: 1,524 shares 1,524 $419K 0.11% -16 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,921 shares; 2025Q1: 3,447 shares; 2025Q2: 3,266 shares; 2025Q3: 2,919 shares; 2025Q4: 2,218 shares; 2026Q1: 2,109 shares 2,109 $417K 0.1% -109 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: restricted; 2024Q4: 22,745 shares; 2025Q1: 34,916 shares; 2025Q2: 125,624 shares; 2025Q3: 132,429 shares; 2025Q4: 15,334 shares; 2026Q1: 14,172 shares 14,172 $411K 0.1% -1,162 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: restricted; 2024Q4: 2,018 shares; 2025Q1: 1,951 shares; 2025Q2: 2,018 shares; 2025Q3: 1,877 shares; 2025Q4: 1,620 shares; 2026Q1: 1,575 shares 1,575 $410K 0.1% -45 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: restricted; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 3,418 shares 3,418 $396K 0.1% -1,107 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $380K 0.1% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,909 shares; 2025Q1: not reported; 2025Q2: 11,849 shares; 2025Q3: 9,324 shares; 2025Q4: 10,299 shares; 2026Q1: 11,318 shares 11,318 $379K 0.1% +1,019 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,225 shares; 2025Q4: 2,610 shares; 2026Q1: 2,434 shares 2,434 $378K 0.09% -176 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: restricted; 2024Q4: 3,827 shares; 2025Q1: 4,340 shares; 2025Q2: 3,987 shares; 2025Q3: 3,625 shares; 2025Q4: 3,615 shares; 2026Q1: 3,421 shares 3,421 $375K 0.09% -194 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: restricted; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 793 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 761 shares 761 $374K 0.09% +3 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,792 shares; 2025Q1: 1,788 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,760 shares 1,760 $374K 0.09% -47 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 990 shares; 2025Q4: 1,360 shares; 2026Q1: 1,398 shares 1,398 $371K 0.09% +38 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: restricted; 2024Q4: 1,536 shares; 2025Q1: 1,450 shares; 2025Q2: 1,556 shares; 2025Q3: 1,258 shares; 2025Q4: 1,311 shares; 2026Q1: 1,258 shares 1,258 $367K 0.09% -53 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,543 shares; 2025Q1: 2,543 shares; 2025Q2: 2,575 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,318 shares 2,318 $366K 0.09% -58 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: restricted; 2024Q4: 8,889 shares; 2025Q1: 3,553 shares; 2025Q2: 6,554 shares; 2025Q3: 6,239 shares; 2025Q4: 3,545 shares; 2026Q1: 3,549 shares 3,549 $363K 0.09% +4 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,195 shares; 2025Q1: 1,230 shares; 2025Q2: 1,340 shares; 2025Q3: 1,165 shares; 2025Q4: 1,173 shares; 2026Q1: 1,175 shares 1,175 $355K 0.09% +2 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,004 shares; 2025Q4: 28,004 shares; 2026Q1: 28,004 shares 28,004 $355K 0.09% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,171 shares; 2025Q1: 1,204 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $348K 0.09% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,914 shares; 2025Q1: 10,438 shares; 2025Q2: 9,867 shares; 2025Q3: 23,333 shares; 2025Q4: 21,187 shares; 2026Q1: 14,421 shares 14,421 $342K 0.09% -6,766 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: restricted; 2024Q4: not reported; 2025Q1: 5,408 shares; 2025Q2: 12,533 shares; 2025Q3: 19,236 shares; 2025Q4: 9,967 shares; 2026Q1: 5,113 shares 5,113 $337K 0.08% -4,854 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: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 298 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 229 shares 229 $337K 0.08% +13 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,582 shares; 2025Q4: 18,582 shares; 2026Q1: 18,114 shares 18,114 $333K 0.08% -468 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,039 shares; 2025Q4: 19,039 shares; 2026Q1: 19,039 shares 19,039 $332K 0.08% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 55,171 shares; 2025Q2: 15,348 shares; 2025Q3: 10,082 shares; 2025Q4: 10,618 shares; 2026Q1: 5,677 shares 5,677 $332K 0.08% -4,941 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: restricted; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 707 shares; 2026Q1: 707 shares 707 $327K 0.08% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,352 shares; 2025Q1: 1,228 shares; 2025Q2: 1,525 shares; 2025Q3: 1,518 shares; 2025Q4: 1,587 shares; 2026Q1: 1,381 shares 1,381 $326K 0.08% -206 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221 shares; 2025Q3: 451 shares; 2025Q4: 230 shares; 2026Q1: 339 shares 339 $326K 0.08% +109 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares 1,871 $322K 0.08% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,678 shares 2,678 $318K 0.08% +6 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,430 shares 11,430 $315K 0.08% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,380 shares; 2025Q4: 8,495 shares; 2026Q1: 7,481 shares 7,481 $309K 0.08% -1,014 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,911 shares; 2025Q4: 18,765 shares; 2026Q1: 19,222 shares 19,222 $306K 0.08% +457 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: restricted; 2024Q4: 620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 564 shares 564 $303K 0.08% -5 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: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 89 shares 89 $301K 0.08% -35 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: restricted; 2024Q4: 4,650 shares; 2025Q1: 422 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 416 shares; 2026Q1: 405 shares 405 $295K 0.07% -11 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: 5,105 shares; 2026Q1: 5,257 shares 5,257 $290K 0.07% +152 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,592 shares; 2026Q1: 1,578 shares 1,578 $288K 0.07% -14 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: restricted; 2024Q4: 853 shares; 2025Q1: 851 shares; 2025Q2: 922 shares; 2025Q3: 916 shares; 2025Q4: 893 shares; 2026Q1: 873 shares 873 $286K 0.07% -20 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: restricted; 2024Q4: 1,050 shares; 2025Q1: 997 shares; 2025Q2: 978 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 939 shares 939 $284K 0.07% -29 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,898 shares; 2025Q1: 1,923 shares; 2025Q2: 1,877 shares; 2025Q3: 1,635 shares; 2025Q4: 1,631 shares; 2026Q1: 1,557 shares 1,557 $280K 0.07% -74 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407 shares; 2025Q1: 400 shares; 2025Q2: 394 shares; 2025Q3: 352 shares; 2025Q4: 320 shares; 2026Q1: 253 shares 253 $270K 0.07% -67 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: restricted; 2024Q4: 7,433 shares; 2025Q1: 6,407 shares; 2025Q2: 5,132 shares; 2025Q3: 5,369 shares; 2025Q4: 5,609 shares; 2026Q1: 5,415 shares 5,415 $264K 0.07% -194 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,019 shares; 2025Q1: 12,690 shares; 2025Q2: 16,274 shares; 2025Q3: 14,149 shares; 2025Q4: 13,777 shares; 2026Q1: 12,147 shares 12,147 $259K 0.07% -1,630 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,636 shares 2,636 $246K 0.06% new Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,113 shares; 2025Q2: 17,127 shares; 2025Q3: 14,182 shares; 2025Q4: 13,716 shares; 2026Q1: 13,286 shares 13,286 $243K 0.06% -430 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 1,702 shares; 2025Q4: 1,725 shares; 2026Q1: 1,603 shares 1,603 $233K 0.06% -122 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: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,342 shares; 2025Q2: 1,509 shares; 2025Q3: 1,216 shares; 2025Q4: 1,099 shares; 2026Q1: 953 shares 953 $231K 0.06% -146 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: restricted; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 920 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 948 shares 948 $230K 0.06% +46 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,985 shares; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: 5,870 shares; 2025Q4: 6,055 shares; 2026Q1: 4,559 shares 4,559 $230K 0.06% -1,496 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,945 shares; 2025Q1: 3,955 shares; 2025Q2: 2,302 shares; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,188 shares 1,188 $228K 0.06% -180 Timeline VTIX VIRTUIX HOLDINGS INC. More: the full row for VIRTUIX HOLDINGS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,555 shares 33,555 $227K 0.06% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,684 shares 3,684 $225K 0.06% +7 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: restricted; 2024Q4: 1,759 shares; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,679 shares 1,679 $220K 0.06% -5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,952 shares; 2026Q1: 7,616 shares 7,616 $219K 0.05% +664 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: restricted; 2024Q4: 3,742 shares; 2025Q1: 3,699 shares; 2025Q2: 3,828 shares; 2025Q3: 3,062 shares; 2025Q4: 3,001 shares; 2026Q1: 2,860 shares 2,860 $215K 0.05% -141 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,033 shares; 2026Q1: 3,083 shares 3,083 $214K 0.05% +50 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,489 shares; 2025Q1: 9,332 shares; 2025Q2: 9,290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,076 shares 6,076 $211K 0.05% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 973 shares 973 $211K 0.05% new 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: restricted; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: not reported; 2025Q4: 981 shares; 2026Q1: 981 shares 981 $210K 0.05% 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: restricted; 2024Q4: 1,276 shares; 2025Q1: 1,264 shares; 2025Q2: 1,303 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,239 shares 1,239 $210K 0.05% +3 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: restricted; 2024Q4: 37,701 shares; 2025Q1: not reported; 2025Q2: 3,704 shares; 2025Q3: 3,460 shares; 2025Q4: 3,319 shares; 2026Q1: 2,970 shares 2,970 $209K 0.05% -349 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,521 shares 3,521 $207K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 413 shares 413 $205K 0.05% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,358 shares; 2025Q2: 28,450 shares; 2025Q3: 27,814 shares; 2025Q4: 2,688 shares; 2026Q1: 2,583 shares 2,583 $204K 0.05% -105 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares; 2026Q1: 11,147 shares 11,147 $204K 0.05% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 879 shares 879 $203K 0.05% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 513 shares; 2025Q1: 498 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: not reported; 2026Q1: 466 shares 466 $202K 0.05% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,444 shares; 2025Q4: 16,444 shares; 2026Q1: 16,444 shares 16,444 $189K 0.05% 0 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,688 shares; 2025Q1: not reported; 2025Q2: 20,087 shares; 2025Q3: 16,545 shares; 2025Q4: 15,524 shares; 2026Q1: 20,141 shares 20,141 $143K 0.04% +4,617 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,148 shares; 2026Q1: 11,171 shares 11,171 $32.6K 0.01% +1,023 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,421 shares; 2025Q1: 32,421 shares; 2025Q2: 32,421 shares; 2025Q3: 32,421 shares; 2025Q4: 32,421 shares; 2026Q1: 32,421 shares 32,421 $8.84K <0.01% 0 Timeline