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: 769,007 shares; 2024Q4: 782,458 shares; 2025Q1: 824,580 shares; 2025Q2: 869,024 shares; 2025Q3: 1,050,323 shares; 2025Q4: 1,221,479 shares; 2026Q1: 1,259,916 shares 1,259,916 $404M 29.56% +38,437 Timeline JCPB 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: 1,615,897 shares; 2024Q4: 1,869,799 shares; 2025Q1: 2,016,597 shares; 2025Q2: 2,032,669 shares; 2025Q3: 2,397,225 shares; 2025Q4: 2,566,057 shares; 2026Q1: 2,625,401 shares 2,625,401 $124M 9.04% +59,344 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: 965,642 shares; 2024Q4: 975,698 shares; 2025Q1: 1,025,929 shares; 2025Q2: 1,041,197 shares; 2025Q3: 1,126,103 shares; 2025Q4: 1,764,263 shares; 2026Q1: 1,816,958 shares 1,816,958 $92.3M 6.75% +52,695 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: 694,364 shares; 2024Q4: 721,541 shares; 2025Q1: 722,934 shares; 2025Q2: 727,888 shares; 2025Q3: 790,510 shares; 2025Q4: 1,712,726 shares; 2026Q1: 1,797,461 shares 1,797,461 $82.5M 6.03% +84,735 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: 159,982 shares; 2024Q4: 162,593 shares; 2025Q1: 161,208 shares; 2025Q2: 167,949 shares; 2025Q3: 179,175 shares; 2025Q4: 177,432 shares; 2026Q1: 173,466 shares 173,466 $66.5M 4.86% -3,966 Timeline DFIC 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: 14,650 shares; 2025Q3: 14,650 shares; 2025Q4: 1,791,845 shares; 2026Q1: 1,862,542 shares 1,862,542 $66.2M 4.84% +70,697 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265,158 shares; 2025Q2: 1,313,112 shares; 2025Q3: 1,473,194 shares; 2025Q4: 1,519,555 shares; 2026Q1: 1,589,587 shares 1,589,587 $64.9M 4.75% +70,032 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: 419,969 shares; 2024Q4: 422,002 shares; 2025Q1: 433,517 shares; 2025Q2: 440,017 shares; 2025Q3: 473,414 shares; 2025Q4: 477,887 shares; 2026Q1: 484,524 shares 484,524 $53.7M 3.93% +6,637 Timeline BUG 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: 1,350,101 shares; 2024Q4: 1,357,693 shares; 2025Q1: 1,399,273 shares; 2025Q2: 1,421,225 shares; 2025Q3: 1,524,354 shares; 2025Q4: 1,586,531 shares; 2026Q1: 1,446,480 shares 1,446,480 $36.3M 2.66% -140,051 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: 72,384 shares; 2024Q4: 81,062 shares; 2025Q1: 87,344 shares; 2025Q2: 105,201 shares; 2025Q3: 105,212 shares; 2025Q4: 103,482 shares; 2026Q1: 107,100 shares 107,100 $27.2M 1.99% +3,618 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,552 shares; 2024Q4: 43,462 shares; 2025Q1: 45,074 shares; 2025Q2: 47,068 shares; 2025Q3: 45,323 shares; 2025Q4: 45,589 shares; 2026Q1: 45,171 shares 45,171 $16.7M 1.22% -418 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,343 shares; 2024Q4: 381,865 shares; 2025Q1: 379,185 shares; 2025Q2: 383,847 shares; 2025Q3: 384,170 shares; 2025Q4: 361,379 shares; 2026Q1: 349,628 shares 349,628 $16M 1.17% -11,751 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,243 shares; 2024Q4: 38,327 shares; 2025Q1: 40,438 shares; 2025Q2: 51,225 shares; 2025Q3: 49,470 shares; 2025Q4: 48,986 shares; 2026Q1: 41,931 shares 41,931 $15.5M 1.14% -7,055 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: 57,613 shares; 2024Q4: 59,016 shares; 2025Q1: 67,688 shares; 2025Q2: 75,092 shares; 2025Q3: 77,180 shares; 2025Q4: 75,938 shares; 2026Q1: 82,748 shares 82,748 $14.4M 1.06% +6,810 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,298 shares; 2025Q1: 7,986 shares; 2025Q2: 125,867 shares; 2025Q3: 125,111 shares; 2025Q4: 124,810 shares; 2026Q1: 117,816 shares 117,816 $13.5M 0.99% -6,994 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: 35,534 shares; 2024Q4: 36,970 shares; 2025Q1: 37,804 shares; 2025Q2: 40,676 shares; 2025Q3: 41,168 shares; 2025Q4: 40,502 shares; 2026Q1: 42,392 shares 42,392 $12.2M 0.89% +1,890 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: 33,460 shares; 2024Q4: 39,119 shares; 2025Q1: 43,335 shares; 2025Q2: 47,505 shares; 2025Q3: 48,699 shares; 2025Q4: 48,786 shares; 2026Q1: 50,320 shares 50,320 $10.5M 0.77% +1,534 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,040 shares; 2024Q4: 161,023 shares; 2025Q1: 319,483 shares; 2025Q2: 203,823 shares; 2025Q3: 210,060 shares; 2025Q4: 213,727 shares; 2026Q1: 216,958 shares 216,958 $10.2M 0.74% +3,231 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: 22,948 shares; 2024Q4: 23,370 shares; 2025Q1: 24,350 shares; 2025Q2: 25,851 shares; 2025Q3: 26,321 shares; 2025Q4: 26,588 shares; 2026Q1: 27,872 shares 27,872 $8M 0.58% +1,284 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: 30,799 shares; 2024Q4: 32,943 shares; 2025Q1: 36,110 shares; 2025Q2: 35,898 shares; 2025Q3: 36,208 shares; 2025Q4: 37,526 shares; 2026Q1: 38,547 shares 38,547 $6.54M 0.48% +1,021 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: 7,759 shares; 2024Q4: 8,167 shares; 2025Q1: 9,580 shares; 2025Q2: 10,075 shares; 2025Q3: 10,103 shares; 2025Q4: 10,813 shares; 2026Q1: 11,341 shares 11,341 $6.49M 0.47% +528 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: 15,220 shares; 2024Q4: 15,774 shares; 2025Q1: 15,182 shares; 2025Q2: 17,726 shares; 2025Q3: 18,127 shares; 2025Q4: 18,274 shares; 2026Q1: 19,786 shares 19,786 $6.12M 0.45% +1,512 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: 776,534 shares; 2024Q4: 785,275 shares; 2025Q1: 833,855 shares; 2025Q2: 760,607 shares; 2025Q3: 852,159 shares; 2025Q4: 167,584 shares; 2026Q1: 46,047 shares 46,047 $5.72M 0.42% -121,537 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: 1,716 shares; 2024Q4: 5,947 shares; 2025Q1: 8,084 shares; 2025Q2: 8,167 shares; 2025Q3: 8,685 shares; 2025Q4: 8,859 shares; 2026Q1: 8,886 shares 8,886 $5.31M 0.39% +27 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: not reported; 2024Q4: 1,622 shares; 2025Q1: 20,363 shares; 2025Q2: 25,645 shares; 2025Q3: 25,645 shares; 2025Q4: 25,645 shares; 2026Q1: 25,569 shares 25,569 $5.07M 0.37% -76 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: 4,129 shares; 2024Q4: 4,042 shares; 2025Q1: 4,430 shares; 2025Q2: 4,621 shares; 2025Q3: 4,152 shares; 2025Q4: 4,117 shares; 2026Q1: 4,358 shares 4,358 $4.34M 0.32% +241 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: not reported; 2024Q4: not reported; 2025Q1: 13,820 shares; 2025Q2: 12,923 shares; 2025Q3: 12,811 shares; 2025Q4: 12,479 shares; 2026Q1: 12,475 shares 12,475 $4.1M 0.3% -4 Timeline HYG 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: 9,407 shares; 2024Q4: 10,931 shares; 2025Q1: 12,661 shares; 2025Q2: 53,229 shares; 2025Q3: 39,204 shares; 2025Q4: 44,728 shares; 2026Q1: 49,487 shares 49,487 $3.94M 0.29% +4,759 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,917 shares 60,917 $3.82M 0.28% new 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: 6,408 shares; 2024Q4: 6,668 shares; 2025Q1: 7,133 shares; 2025Q2: 8,576 shares; 2025Q3: 8,991 shares; 2025Q4: 9,306 shares; 2026Q1: 9,940 shares 9,940 $3.7M 0.27% +634 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: 3,872 shares; 2024Q4: 3,865 shares; 2025Q1: 3,883 shares; 2025Q2: 3,972 shares; 2025Q3: 6,355 shares; 2025Q4: 5,831 shares; 2026Q1: 5,654 shares 5,654 $3.69M 0.27% -177 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: 7,771 shares; 2024Q4: 8,408 shares; 2025Q1: 10,038 shares; 2025Q2: 10,973 shares; 2025Q3: 11,130 shares; 2025Q4: 11,466 shares; 2026Q1: 12,259 shares 12,259 $3.61M 0.26% +793 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: 6,998 shares; 2024Q4: 10,293 shares; 2025Q1: 11,123 shares; 2025Q2: 12,008 shares; 2025Q3: 12,106 shares; 2025Q4: 11,836 shares; 2026Q1: 12,452 shares 12,452 $3.04M 0.22% +616 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: 17,836 shares; 2024Q4: 18,882 shares; 2025Q1: 20,900 shares; 2025Q2: 21,623 shares; 2025Q3: 22,181 shares; 2025Q4: 22,887 shares; 2026Q1: 24,177 shares 24,177 $3.01M 0.22% +1,290 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 4,636 shares; 2025Q1: 5,021 shares; 2025Q2: 5,554 shares; 2025Q3: 5,557 shares; 2025Q4: 5,412 shares; 2026Q1: 5,736 shares 5,736 $2.87M 0.21% +324 Timeline JMUB 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: 28,909 shares; 2026Q1: 56,671 shares 56,671 $2.83M 0.21% +27,762 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: 6,897 shares; 2024Q4: 7,027 shares; 2025Q1: 8,112 shares; 2025Q2: 8,255 shares; 2025Q3: 8,145 shares; 2025Q4: 8,045 shares; 2026Q1: 8,296 shares 8,296 $2.73M 0.2% +251 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: 4,378 shares; 2024Q4: 4,374 shares; 2025Q1: 4,423 shares; 2025Q2: 4,564 shares; 2025Q3: 4,766 shares; 2025Q4: 4,776 shares; 2026Q1: 4,711 shares 4,711 $2.72M 0.2% -65 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: 7,424 shares; 2024Q4: 7,403 shares; 2025Q1: 7,388 shares; 2025Q2: 6,294 shares; 2025Q3: 6,261 shares; 2025Q4: 6,232 shares; 2026Q1: 6,232 shares 6,232 $2.66M 0.19% 0 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: 2,509 shares; 2024Q4: 2,534 shares; 2025Q1: 2,810 shares; 2025Q2: 2,949 shares; 2025Q3: 2,459 shares; 2025Q4: 2,617 shares; 2026Q1: 2,856 shares 2,856 $2.63M 0.19% +239 Timeline RWO 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: 45,217 shares; 2024Q4: 46,723 shares; 2025Q1: 74,939 shares; 2025Q2: 59,583 shares; 2025Q3: 59,261 shares; 2025Q4: 63,045 shares; 2026Q1: 56,683 shares 56,683 $2.59M 0.19% -6,362 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: 24,178 shares; 2024Q4: 24,579 shares; 2025Q1: 24,580 shares; 2025Q2: 26,024 shares; 2025Q3: 24,146 shares; 2025Q4: 25,221 shares; 2026Q1: 25,308 shares 25,308 $2.49M 0.18% +87 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: 10,434 shares; 2024Q4: 9,355 shares; 2025Q1: 8,352 shares; 2025Q2: 10,397 shares; 2025Q3: 11,157 shares; 2025Q4: 23,659 shares; 2026Q1: 17,711 shares 17,711 $2.35M 0.17% -5,948 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: not reported; 2024Q4: 5,472 shares; 2025Q1: 5,472 shares; 2025Q2: 5,600 shares; 2025Q3: 5,971 shares; 2025Q4: 5,480 shares; 2026Q1: 5,421 shares 5,421 $2.33M 0.17% -59 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: 51,547 shares; 2024Q4: 49,901 shares; 2025Q1: 48,165 shares; 2025Q2: 48,000 shares; 2025Q3: 47,880 shares; 2025Q4: 47,819 shares; 2026Q1: 11,962 shares 11,962 $2.3M 0.17% -35,857 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: 4,535 shares; 2024Q4: 12,027 shares; 2025Q1: 12,639 shares; 2025Q2: 13,157 shares; 2025Q3: 13,222 shares; 2025Q4: 13,172 shares; 2026Q1: 13,426 shares 13,426 $2.21M 0.16% +254 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601 $2.11M 0.15% 0 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: 23,523 shares; 2024Q4: 21,811 shares; 2025Q1: 22,195 shares; 2025Q2: 21,724 shares; 2025Q3: 21,453 shares; 2025Q4: 21,378 shares; 2026Q1: 20,693 shares 20,693 $2.05M 0.15% -685 Timeline AOA 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: 5,345 shares; 2024Q4: 5,467 shares; 2025Q1: 8,407 shares; 2025Q2: 10,184 shares; 2025Q3: 19,031 shares; 2025Q4: 18,929 shares; 2026Q1: 22,917 shares 22,917 $2.03M 0.15% +3,988 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: 82,504 shares; 2024Q4: 83,735 shares; 2025Q1: 31,294 shares; 2025Q2: 22,749 shares; 2025Q3: 21,255 shares; 2025Q4: 19,952 shares; 2026Q1: 17,909 shares 17,909 $1.9M 0.14% -2,043 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 2,441 shares; 2025Q1: 3,146 shares; 2025Q2: 2,781 shares; 2025Q3: 2,854 shares; 2025Q4: 2,855 shares; 2026Q1: 2,856 shares 2,856 $1.87M 0.14% +1 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: 9,948 shares; 2024Q4: 10,152 shares; 2025Q1: 10,724 shares; 2025Q2: 11,424 shares; 2025Q3: 11,872 shares; 2025Q4: 11,631 shares; 2026Q1: 12,469 shares 12,469 $1.83M 0.13% +838 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: 7,240 shares; 2024Q4: 6,806 shares; 2025Q1: 7,398 shares; 2025Q2: 7,560 shares; 2025Q3: 7,191 shares; 2025Q4: 7,321 shares; 2026Q1: 7,464 shares 7,464 $1.81M 0.13% +143 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: 7,526 shares; 2024Q4: 11,217 shares; 2025Q1: 13,006 shares; 2025Q2: 13,158 shares; 2025Q3: 13,974 shares; 2025Q4: 14,180 shares; 2026Q1: 14,921 shares 14,921 $1.81M 0.13% +741 Timeline VCX FUNDRISE INNOVATION FD LLC More: the full row for FUNDRISE INNOVATION FD LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,426 shares 13,426 $1.76M 0.13% new Timeline AOR 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: 10,998 shares; 2024Q4: 11,156 shares; 2025Q1: 15,817 shares; 2025Q2: 16,453 shares; 2025Q3: 22,170 shares; 2025Q4: 22,809 shares; 2026Q1: 26,339 shares 26,339 $1.69M 0.12% +3,530 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,172 shares; 2025Q1: 1,446 shares; 2025Q2: 1,559 shares; 2025Q3: 1,604 shares; 2025Q4: 15,421 shares; 2026Q1: 16,375 shares 16,375 $1.57M 0.12% +954 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,015 shares; 2025Q1: 6,586 shares; 2025Q2: 6,759 shares; 2025Q3: 8,107 shares; 2025Q4: 6,914 shares; 2026Q1: 7,553 shares 7,553 $1.56M 0.11% +639 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: 4,503 shares; 2024Q4: 4,706 shares; 2025Q1: 6,237 shares; 2025Q2: 6,610 shares; 2025Q3: 6,260 shares; 2025Q4: 6,435 shares; 2026Q1: 6,997 shares 6,997 $1.52M 0.11% +562 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: 3,743 shares; 2024Q4: 3,634 shares; 2025Q1: 4,635 shares; 2025Q2: 5,683 shares; 2025Q3: 5,696 shares; 2025Q4: 5,422 shares; 2026Q1: 4,968 shares 4,968 $1.5M 0.11% -454 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: 2,163 shares; 2024Q4: 3,196 shares; 2025Q1: 3,609 shares; 2025Q2: 3,162 shares; 2025Q3: 3,346 shares; 2025Q4: 3,719 shares; 2026Q1: 4,346 shares 4,346 $1.47M 0.11% +627 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: 10,063 shares; 2024Q4: 11,238 shares; 2025Q1: 15,328 shares; 2025Q2: 17,999 shares; 2025Q3: 17,133 shares; 2025Q4: 17,433 shares; 2026Q1: 18,579 shares 18,579 $1.44M 0.11% +1,146 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,122 shares; 2025Q2: 20,122 shares; 2025Q3: 20,151 shares; 2025Q4: 20,155 shares; 2026Q1: 20,281 shares 20,281 $1.43M 0.1% +126 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: 11,498 shares; 2024Q4: 12,189 shares; 2025Q1: 14,152 shares; 2025Q2: 16,293 shares; 2025Q3: 15,930 shares; 2025Q4: 16,403 shares; 2026Q1: 17,688 shares 17,688 $1.35M 0.1% +1,285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,628 shares; 2025Q3: 3,789 shares; 2025Q4: 3,775 shares; 2026Q1: 4,600 shares 4,600 $1.32M 0.1% +825 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: 3,247 shares; 2024Q4: 3,272 shares; 2025Q1: 3,418 shares; 2025Q2: 3,717 shares; 2025Q3: 3,727 shares; 2025Q4: 3,890 shares; 2026Q1: 4,172 shares 4,172 $1.3M 0.09% +282 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: 1,950 shares; 2024Q4: 1,404 shares; 2025Q1: 1,388 shares; 2025Q2: 3,602 shares; 2025Q3: 3,487 shares; 2025Q4: 3,597 shares; 2026Q1: 3,692 shares 3,692 $1.26M 0.09% +95 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: 11,468 shares; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 11,067 shares 11,067 $1.25M 0.09% -401 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: 3,043 shares; 2024Q4: 2,899 shares; 2025Q1: 3,289 shares; 2025Q2: 3,348 shares; 2025Q3: 3,322 shares; 2025Q4: 3,356 shares; 2026Q1: 3,548 shares 3,548 $1.25M 0.09% +192 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: 3,016 shares; 2024Q4: 3,218 shares; 2025Q1: 2,768 shares; 2025Q2: 5,020 shares; 2025Q3: 5,236 shares; 2025Q4: 6,119 shares; 2026Q1: 6,105 shares 6,105 $1.24M 0.09% -14 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,442 shares; 2025Q1: 6,491 shares; 2025Q2: 7,562 shares; 2025Q3: 7,923 shares; 2025Q4: 8,130 shares; 2026Q1: 8,457 shares 8,457 $1.24M 0.09% +327 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: 6,897 shares; 2024Q4: 6,888 shares; 2025Q1: 7,198 shares; 2025Q2: 7,407 shares; 2025Q3: 7,445 shares; 2025Q4: 7,531 shares; 2026Q1: 7,851 shares 7,851 $1.23M 0.09% +320 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: 23,078 shares; 2024Q4: 23,854 shares; 2025Q1: 25,445 shares; 2025Q2: 22,243 shares; 2025Q3: 21,039 shares; 2025Q4: 23,535 shares; 2026Q1: 24,772 shares 24,772 $1.21M 0.09% +1,237 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: 3,948 shares; 2024Q4: 4,177 shares; 2025Q1: 4,787 shares; 2025Q2: 5,459 shares; 2025Q3: 5,639 shares; 2025Q4: 5,768 shares; 2026Q1: 6,108 shares 6,108 $1.18M 0.09% +340 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: 2,411 shares; 2024Q4: 2,456 shares; 2025Q1: 2,642 shares; 2025Q2: 2,695 shares; 2025Q3: 2,709 shares; 2025Q4: 2,756 shares; 2026Q1: 2,688 shares 2,688 $1.16M 0.09% -68 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: 434 shares; 2024Q4: 1,357 shares; 2025Q1: 1,384 shares; 2025Q2: 1,388 shares; 2025Q3: 1,470 shares; 2025Q4: 1,459 shares; 2026Q1: 1,497 shares 1,497 $1.16M 0.08% +38 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: 6,618 shares; 2024Q4: 6,287 shares; 2025Q1: 7,360 shares; 2025Q2: 7,684 shares; 2025Q3: 7,009 shares; 2025Q4: 6,104 shares; 2026Q1: 7,952 shares 7,952 $1.15M 0.08% +1,848 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: 4,320 shares; 2024Q4: 4,122 shares; 2025Q1: 4,485 shares; 2025Q2: 3,041 shares; 2025Q3: 4,556 shares; 2025Q4: 4,704 shares; 2026Q1: 4,065 shares 4,065 $1.1M 0.08% -639 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: 2,163 shares; 2024Q4: 2,279 shares; 2025Q1: 2,954 shares; 2025Q2: 2,999 shares; 2025Q3: 3,083 shares; 2025Q4: 3,199 shares; 2026Q1: 3,618 shares 3,618 $1.03M 0.08% +419 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,136 shares 5,136 $1.01M 0.07% new 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: 6,261 shares; 2024Q4: 8,938 shares; 2025Q1: 9,116 shares; 2025Q2: 10,720 shares; 2025Q3: 10,402 shares; 2025Q4: 9,789 shares; 2026Q1: 9,744 shares 9,744 $1M 0.07% -45 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: 10,997 shares; 2024Q4: 10,583 shares; 2025Q1: 12,113 shares; 2025Q2: 11,464 shares; 2025Q3: 11,627 shares; 2025Q4: 11,800 shares; 2026Q1: 8,802 shares 8,802 $998K 0.07% -2,998 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: 1,102 shares; 2024Q4: 1,208 shares; 2025Q1: 1,197 shares; 2025Q2: 912 shares; 2025Q3: 1,029 shares; 2025Q4: 1,308 shares; 2026Q1: 1,393 shares 1,393 $987K 0.07% +85 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: 2,775 shares; 2024Q4: 4,077 shares; 2025Q1: 3,955 shares; 2025Q2: 4,599 shares; 2025Q3: 4,555 shares; 2025Q4: 4,289 shares; 2026Q1: 4,346 shares 4,346 $982K 0.07% +57 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: 3,816 shares; 2024Q4: 3,868 shares; 2025Q1: 3,865 shares; 2025Q2: 4,200 shares; 2025Q3: 4,226 shares; 2025Q4: 4,267 shares; 2026Q1: 4,083 shares 4,083 $977K 0.07% -184 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: 722 shares; 2024Q4: 711 shares; 2025Q1: 873 shares; 2025Q2: 875 shares; 2025Q3: 900 shares; 2025Q4: 998 shares; 2026Q1: 1,134 shares 1,134 $960K 0.07% +136 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,525 shares; 2024Q4: 4,525 shares; 2025Q1: 4,526 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,525 shares 4,525 $955K 0.07% 0 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: 3,224 shares; 2024Q4: 3,594 shares; 2025Q1: 4,335 shares; 2025Q2: 5,050 shares; 2025Q3: 5,216 shares; 2025Q4: 5,190 shares; 2026Q1: 5,725 shares 5,725 $955K 0.07% +535 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: 10,708 shares; 2024Q4: 12,400 shares; 2025Q1: 11,726 shares; 2025Q2: 11,589 shares; 2025Q3: 11,931 shares; 2025Q4: 12,048 shares; 2026Q1: 11,778 shares 11,778 $938K 0.07% -270 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: not reported; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 902 shares; 2025Q3: 936 shares; 2025Q4: 975 shares; 2026Q1: 1,045 shares 1,045 $913K 0.07% +70 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 2,610 shares; 2025Q1: 2,708 shares; 2025Q2: 2,988 shares; 2025Q3: 2,513 shares; 2025Q4: 2,559 shares; 2026Q1: 2,526 shares 2,526 $907K 0.07% -33 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: 3,511 shares; 2024Q4: 3,476 shares; 2025Q1: 3,256 shares; 2025Q2: 3,249 shares; 2025Q3: 2,958 shares; 2025Q4: 2,960 shares; 2026Q1: 2,577 shares 2,577 $905K 0.07% -383 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 5,521 shares; 2026Q1: 8,999 shares 8,999 $892K 0.07% +3,478 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: 8,387 shares; 2024Q4: 7,387 shares; 2025Q1: not reported; 2025Q2: 9,351 shares; 2025Q3: 9,892 shares; 2025Q4: 9,833 shares; 2026Q1: 9,833 shares 9,833 $890K 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: 10,127 shares; 2024Q4: 10,127 shares; 2025Q1: not reported; 2025Q2: 13,724 shares; 2025Q3: 13,813 shares; 2025Q4: 13,778 shares; 2026Q1: 12,669 shares 12,669 $884K 0.06% -1,109 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: 22,111 shares; 2024Q4: 21,526 shares; 2025Q1: 27,760 shares; 2025Q2: 26,951 shares; 2025Q3: 28,118 shares; 2025Q4: 27,938 shares; 2026Q1: 31,228 shares 31,228 $877K 0.06% +3,290 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,749 shares; 2024Q4: 2,806 shares; 2025Q1: 3,426 shares; 2025Q2: 4,509 shares; 2025Q3: 4,623 shares; 2025Q4: 5,058 shares; 2026Q1: 5,476 shares 5,476 $875K 0.06% +418 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,020 shares; 2025Q1: 3,283 shares; 2025Q2: 4,273 shares; 2025Q3: 4,126 shares; 2025Q4: 4,846 shares; 2026Q1: 4,575 shares 4,575 $869K 0.06% -271 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: 4,841 shares; 2024Q4: 4,969 shares; 2025Q1: 6,456 shares; 2025Q2: 8,104 shares; 2025Q3: 8,223 shares; 2025Q4: 8,452 shares; 2026Q1: 9,094 shares 9,094 $845K 0.06% +642 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: 2,732 shares; 2024Q4: 2,988 shares; 2025Q1: 3,616 shares; 2025Q2: 4,139 shares; 2025Q3: 4,305 shares; 2025Q4: 4,171 shares; 2026Q1: 4,224 shares 4,224 $841K 0.06% +53 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: 2,922 shares; 2025Q1: 5,368 shares; 2025Q2: 3,089 shares; 2025Q3: 3,189 shares; 2025Q4: 3,299 shares; 2026Q1: 3,863 shares 3,863 $826K 0.06% +564 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,003 shares; 2024Q4: 84,282 shares; 2025Q1: 87,340 shares; 2025Q2: 89,165 shares; 2025Q3: 91,989 shares; 2025Q4: 18,928 shares; 2026Q1: 17,434 shares 17,434 $820K 0.06% -1,494 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: not reported; 2024Q4: 3,203 shares; 2025Q1: 3,345 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares 3,097 $811K 0.06% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,118 shares; 2025Q1: 1,418 shares; 2025Q2: 1,760 shares; 2025Q3: 1,729 shares; 2025Q4: 1,189 shares; 2026Q1: 1,588 shares 1,588 $787K 0.06% +399 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: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 4,961 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares; 2026Q1: 3,567 shares 3,567 $762K 0.06% 0 Timeline IFRA 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: 13,254 shares; 2025Q3: 13,254 shares; 2025Q4: 13,254 shares; 2026Q1: 13,254 shares 13,254 $758K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 496 shares; 2025Q3: 503 shares; 2025Q4: 495 shares; 2026Q1: 505 shares 505 $744K 0.05% +10 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: 15,127 shares; 2024Q4: 16,991 shares; 2025Q1: 20,813 shares; 2025Q2: 24,687 shares; 2025Q3: 25,353 shares; 2025Q4: 21,917 shares; 2026Q1: 25,580 shares 25,580 $742K 0.05% +3,663 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares; 2026Q1: 1,145 shares 1,145 $727K 0.05% +76 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: 13,259 shares; 2024Q4: 10,185 shares; 2025Q1: 9,755 shares; 2025Q2: 10,657 shares; 2025Q3: 10,817 shares; 2025Q4: 10,481 shares; 2026Q1: 10,014 shares 10,014 $720K 0.05% -467 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: 3,754 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,699 shares; 2025Q4: 3,699 shares; 2026Q1: 3,699 shares 3,699 $710K 0.05% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,056 shares; 2025Q1: 3,079 shares; 2025Q2: 3,107 shares; 2025Q3: 3,140 shares; 2025Q4: 3,160 shares; 2026Q1: 3,149 shares 3,149 $707K 0.05% -11 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: 776 shares; 2024Q4: 851 shares; 2025Q1: 822 shares; 2025Q2: 1,701 shares; 2025Q3: 1,681 shares; 2025Q4: 1,675 shares; 2026Q1: 1,939 shares 1,939 $694K 0.05% +264 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: 2,559 shares; 2024Q4: 3,114 shares; 2025Q1: 3,700 shares; 2025Q2: 4,198 shares; 2025Q3: 4,370 shares; 2025Q4: 4,446 shares; 2026Q1: 4,857 shares 4,857 $677K 0.05% +411 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: not reported; 2024Q4: not reported; 2025Q1: 11,712 shares; 2025Q2: 12,474 shares; 2025Q3: 13,073 shares; 2025Q4: 13,302 shares; 2026Q1: 15,298 shares 15,298 $675K 0.05% +1,996 Timeline BNDW 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: 9,844 shares; 2025Q4: 9,844 shares; 2026Q1: 9,844 shares 9,844 $673K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,038 shares; 2024Q4: 7,038 shares; 2025Q1: 6,838 shares; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares; 2026Q1: 6,729 shares 6,729 $654K 0.05% -57 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: 1,922 shares; 2024Q4: 1,988 shares; 2025Q1: 1,902 shares; 2025Q2: 2,066 shares; 2025Q3: 2,118 shares; 2025Q4: 2,197 shares; 2026Q1: 2,154 shares 2,154 $651K 0.05% -43 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: 2,397 shares; 2024Q4: 2,631 shares; 2025Q1: 2,711 shares; 2025Q2: 3,571 shares; 2025Q3: 3,330 shares; 2025Q4: 3,441 shares; 2026Q1: 3,357 shares 3,357 $627K 0.05% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,128 shares; 2026Q1: 18,053 shares 18,053 $622K 0.05% +925 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: 3,352 shares; 2024Q4: 2,223 shares; 2025Q1: 2,658 shares; 2025Q2: 2,639 shares; 2025Q3: 3,360 shares; 2025Q4: 3,788 shares; 2026Q1: 3,979 shares 3,979 $618K 0.05% +191 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: 1,062 shares; 2024Q4: 665 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares 1,711 $610K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 901 shares; 2025Q1: 1,327 shares; 2025Q2: 973 shares; 2025Q3: 1,026 shares; 2025Q4: 1,298 shares; 2026Q1: 1,239 shares 1,239 $610K 0.04% -59 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: 8,410 shares; 2024Q4: 7,846 shares; 2025Q1: 8,416 shares; 2025Q2: 8,435 shares; 2025Q3: 8,469 shares; 2025Q4: 6,357 shares; 2026Q1: 6,767 shares 6,767 $606K 0.04% +410 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: 1,518 shares; 2024Q4: 1,567 shares; 2025Q1: 1,754 shares; 2025Q2: 1,546 shares; 2025Q3: 1,612 shares; 2025Q4: 1,630 shares; 2026Q1: 1,691 shares 1,691 $605K 0.04% +61 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: 8,842 shares; 2024Q4: 8,260 shares; 2025Q1: 10,393 shares; 2025Q2: 10,578 shares; 2025Q3: 10,912 shares; 2025Q4: 9,820 shares; 2026Q1: 11,745 shares 11,745 $590K 0.04% +1,925 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: 341 shares; 2025Q1: 420 shares; 2025Q2: 473 shares; 2025Q3: 486 shares; 2025Q4: 517 shares; 2026Q1: 573 shares 573 $551K 0.04% +56 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 1,982 shares; 2026Q1: 2,036 shares 2,036 $551K 0.04% +54 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: not reported; 2024Q4: not reported; 2025Q1: 10,534 shares; 2025Q2: 8,485 shares; 2025Q3: 8,554 shares; 2025Q4: 8,405 shares; 2026Q1: 8,519 shares 8,519 $546K 0.04% +114 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: 4,295 shares; 2024Q4: 4,209 shares; 2025Q1: 5,324 shares; 2025Q2: 5,401 shares; 2025Q3: 5,398 shares; 2025Q4: 5,268 shares; 2026Q1: 5,610 shares 5,610 $541K 0.04% +342 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,412 shares; 2025Q1: 4,557 shares; 2025Q2: 4,624 shares; 2025Q3: 4,786 shares; 2025Q4: 4,931 shares; 2026Q1: 5,664 shares 5,664 $532K 0.04% +733 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,659 shares; 2025Q1: 2,674 shares; 2025Q2: 2,738 shares; 2025Q3: 2,766 shares; 2025Q4: 2,594 shares; 2026Q1: 2,642 shares 2,642 $528K 0.04% +48 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: 4,929 shares; 2024Q4: 5,204 shares; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 4,133 shares; 2025Q4: 3,685 shares; 2026Q1: 4,112 shares 4,112 $521K 0.04% +427 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: 1,302 shares; 2024Q4: 1,468 shares; 2025Q1: 1,949 shares; 2025Q2: 1,809 shares; 2025Q3: 2,032 shares; 2025Q4: 2,054 shares; 2026Q1: 2,096 shares 2,096 $508K 0.04% +42 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,197 shares; 2025Q1: 4,376 shares; 2025Q2: 4,603 shares; 2025Q3: 4,675 shares; 2025Q4: 1,931 shares; 2026Q1: 2,309 shares 2,309 $485K 0.04% +378 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: 1,499 shares; 2024Q4: 1,677 shares; 2025Q1: 1,885 shares; 2025Q2: 2,229 shares; 2025Q3: 2,175 shares; 2025Q4: 2,127 shares; 2026Q1: 2,445 shares 2,445 $485K 0.04% +318 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: 1,189 shares; 2024Q4: 1,115 shares; 2025Q1: 1,607 shares; 2025Q2: 1,485 shares; 2025Q3: 1,542 shares; 2025Q4: 1,524 shares; 2026Q1: 1,504 shares 1,504 $479K 0.04% -20 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: 1,140,196 shares; 2024Q4: 1,162,512 shares; 2025Q1: 11,186 shares; 2025Q2: 14,723 shares; 2025Q3: 8,023 shares; 2025Q4: 8,023 shares; 2026Q1: 8,023 shares 8,023 $478K 0.03% 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: 846 shares; 2024Q4: 942 shares; 2025Q1: 1,102 shares; 2025Q2: 1,327 shares; 2025Q3: 1,262 shares; 2025Q4: 1,359 shares; 2026Q1: 1,442 shares 1,442 $471K 0.03% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,313 shares 6,313 $465K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 3,373 shares; 2026Q1: 3,401 shares 3,401 $462K 0.03% +28 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: 2,279 shares; 2024Q4: 2,425 shares; 2025Q1: 2,641 shares; 2025Q2: 3,783 shares; 2025Q3: 3,882 shares; 2025Q4: 4,034 shares; 2026Q1: 3,998 shares 3,998 $460K 0.03% -36 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,763 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares 1,533 $458K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,294 shares; 2025Q4: 1,330 shares; 2026Q1: 1,504 shares 1,504 $457K 0.03% +174 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: 2,253 shares; 2024Q4: 3,013 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares 3,013 $456K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 717 shares; 2025Q1: 884 shares; 2025Q2: 916 shares; 2025Q3: 850 shares; 2025Q4: 986 shares; 2026Q1: 989 shares 989 $456K 0.03% +3 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: 8,512 shares; 2024Q4: 8,512 shares; 2025Q1: 8,512 shares; 2025Q2: 7,942 shares; 2025Q3: 7,942 shares; 2025Q4: 7,942 shares; 2026Q1: 7,942 shares 7,942 $451K 0.03% 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: 1,614 shares; 2024Q4: 1,792 shares; 2025Q1: 1,639 shares; 2025Q2: 1,730 shares; 2025Q3: 1,764 shares; 2025Q4: 1,723 shares; 2026Q1: 1,886 shares 1,886 $446K 0.03% +163 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,144 shares; 2025Q2: 9,179 shares; 2025Q3: 9,250 shares; 2025Q4: 9,300 shares; 2026Q1: 9,376 shares 9,376 $444K 0.03% +76 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: 652 shares; 2024Q4: 678 shares; 2025Q1: 578 shares; 2025Q2: 586 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 605 shares 605 $441K 0.03% +12 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,585 shares; 2025Q3: 1,659 shares; 2025Q4: 1,888 shares; 2026Q1: 2,220 shares 2,220 $439K 0.03% +332 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: 2,513 shares; 2024Q4: 2,339 shares; 2025Q1: 2,363 shares; 2025Q2: 2,787 shares; 2025Q3: 2,624 shares; 2025Q4: 2,770 shares; 2026Q1: 3,306 shares 3,306 $436K 0.03% +536 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: 1,607 shares; 2024Q4: 1,704 shares; 2025Q1: 2,014 shares; 2025Q2: 1,819 shares; 2025Q3: 1,635 shares; 2025Q4: 1,820 shares; 2026Q1: 2,236 shares 2,236 $434K 0.03% +416 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares 5,597 $432K 0.03% new 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: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,500 shares; 2025Q3: 3,370 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares 3,340 $428K 0.03% 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: 563 shares; 2024Q4: 531 shares; 2025Q1: 863 shares; 2025Q2: 751 shares; 2025Q3: 628 shares; 2025Q4: 848 shares; 2026Q1: 957 shares 957 $427K 0.03% +109 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: 1,805 shares; 2024Q4: 2,095 shares; 2025Q1: 2,859 shares; 2025Q2: 3,011 shares; 2025Q3: 3,028 shares; 2025Q4: 3,207 shares; 2026Q1: 3,210 shares 3,210 $420K 0.03% +3 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: 614 shares; 2024Q4: 1,297 shares; 2025Q1: 1,578 shares; 2025Q2: 1,639 shares; 2025Q3: 1,625 shares; 2025Q4: 1,716 shares; 2026Q1: 2,609 shares 2,609 $418K 0.03% +893 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 2,868 shares; 2025Q1: 3,058 shares; 2025Q2: 3,048 shares; 2025Q3: 3,132 shares; 2025Q4: 3,554 shares; 2026Q1: 3,609 shares 3,609 $417K 0.03% +55 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,244 shares; 2025Q2: 16,644 shares; 2025Q3: 16,644 shares; 2025Q4: 16,644 shares; 2026Q1: 16,644 shares 16,644 $416K 0.03% 0 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: not reported; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 512 shares; 2025Q4: 536 shares; 2026Q1: 560 shares 560 $413K 0.03% +24 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: 3,418 shares; 2024Q4: 3,382 shares; 2025Q1: 4,782 shares; 2025Q2: 4,284 shares; 2025Q3: 4,431 shares; 2025Q4: 4,117 shares; 2026Q1: 4,714 shares 4,714 $412K 0.03% +597 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 854 shares; 2025Q1: 843 shares; 2025Q2: 966 shares; 2025Q3: 1,018 shares; 2025Q4: 982 shares; 2026Q1: 1,024 shares 1,024 $408K 0.03% +42 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: 4,237 shares; 2024Q4: 4,321 shares; 2025Q1: 4,986 shares; 2025Q2: 4,479 shares; 2025Q3: 4,541 shares; 2025Q4: 3,737 shares; 2026Q1: 4,212 shares 4,212 $406K 0.03% +475 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: not reported; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 599 shares; 2025Q3: 590 shares; 2025Q4: 687 shares; 2026Q1: 717 shares 717 $405K 0.03% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,723 shares; 2026Q1: 3,707 shares 3,707 $401K 0.03% -16 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $401K 0.03% 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: 1,068 shares; 2024Q4: 1,195 shares; 2025Q1: 1,404 shares; 2025Q2: 1,766 shares; 2025Q3: 1,696 shares; 2025Q4: 1,924 shares; 2026Q1: 2,297 shares 2,297 $396K 0.03% +373 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: 58 shares; 2024Q4: 66 shares; 2025Q1: 82 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 98 shares; 2026Q1: 94 shares 94 $396K 0.03% -4 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 1,047 shares; 2025Q3: 1,068 shares; 2025Q4: 1,120 shares; 2026Q1: 1,150 shares 1,150 $395K 0.03% +30 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: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares; 2025Q3: 2,602 shares; 2025Q4: 2,741 shares; 2026Q1: 3,213 shares 3,213 $394K 0.03% +472 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: 552 shares; 2024Q4: 598 shares; 2025Q1: 379 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 432 shares; 2026Q1: 440 shares 440 $394K 0.03% +8 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: 751 shares; 2024Q4: 803 shares; 2025Q1: 1,036 shares; 2025Q2: 1,057 shares; 2025Q3: 1,041 shares; 2025Q4: 931 shares; 2026Q1: 1,188 shares 1,188 $391K 0.03% +257 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 5,295 shares; 2025Q1: 6,492 shares; 2025Q2: 5,538 shares; 2025Q3: 5,085 shares; 2025Q4: 5,577 shares; 2026Q1: 6,426 shares 6,426 $390K 0.03% +849 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: 479 shares; 2024Q4: 531 shares; 2025Q1: 471 shares; 2025Q2: 647 shares; 2025Q3: 520 shares; 2025Q4: 545 shares; 2026Q1: 644 shares 644 $389K 0.03% +99 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: 442 shares; 2024Q4: 474 shares; 2025Q1: 517 shares; 2025Q2: 691 shares; 2025Q3: 675 shares; 2025Q4: 3,356 shares; 2026Q1: 3,684 shares 3,684 $385K 0.03% +328 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,672 shares; 2024Q4: 17,016 shares; 2025Q1: 17,374 shares; 2025Q2: 17,831 shares; 2025Q3: 17,837 shares; 2025Q4: 17,845 shares; 2026Q1: 17,848 shares 17,848 $378K 0.03% +3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,273 shares; 2025Q1: 1,510 shares; 2025Q2: 1,590 shares; 2025Q3: 1,570 shares; 2025Q4: 1,372 shares; 2026Q1: 1,632 shares 1,632 $375K 0.03% +260 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: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 398 shares; 2025Q3: 405 shares; 2025Q4: 403 shares; 2026Q1: 430 shares 430 $372K 0.03% +27 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: not reported; 2024Q4: 844 shares; 2025Q1: 840 shares; 2025Q2: 1,217 shares; 2025Q3: 1,276 shares; 2025Q4: 1,275 shares; 2026Q1: 1,337 shares 1,337 $372K 0.03% +62 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: not reported; 2024Q4: not reported; 2025Q1: 3,780 shares; 2025Q2: 4,827 shares; 2025Q3: 5,011 shares; 2025Q4: 5,051 shares; 2026Q1: 5,537 shares 5,537 $371K 0.03% +486 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 355 shares; 2025Q4: 324 shares; 2026Q1: 378 shares 378 $371K 0.03% +54 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 1,273 shares; 2025Q1: 1,314 shares; 2025Q2: 1,301 shares; 2025Q3: 1,313 shares; 2025Q4: 1,317 shares; 2026Q1: 1,364 shares 1,364 $364K 0.03% +47 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,920 shares; 2025Q3: 1,820 shares; 2025Q4: 1,830 shares; 2026Q1: 1,979 shares 1,979 $361K 0.03% +149 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 6,276 shares; 2026Q1: 6,276 shares 6,276 $358K 0.03% 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: 3,433 shares; 2024Q4: not reported; 2025Q1: 4,012 shares; 2025Q2: 4,964 shares; 2025Q3: 5,113 shares; 2025Q4: 5,128 shares; 2026Q1: 5,786 shares 5,786 $356K 0.03% +658 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 622 shares; 2025Q4: 654 shares; 2026Q1: 732 shares 732 $346K 0.03% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 560 shares; 2026Q1: 643 shares 643 $346K 0.03% +83 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,435 shares 8,435 $342K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,946 shares; 2025Q1: 2,365 shares; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,679 shares; 2026Q1: 1,870 shares 1,870 $341K 0.02% +191 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: 818 shares; 2024Q4: 895 shares; 2025Q1: 833 shares; 2025Q2: 937 shares; 2025Q3: 955 shares; 2025Q4: 999 shares; 2026Q1: 796 shares 796 $339K 0.02% -203 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,367 shares; 2024Q4: 8,233 shares; 2025Q1: 5,744 shares; 2025Q2: 10,660 shares; 2025Q3: 7,592 shares; 2025Q4: 9,821 shares; 2026Q1: 11,787 shares 11,787 $338K 0.02% +1,966 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 881 shares; 2025Q4: 1,026 shares; 2026Q1: 1,132 shares 1,132 $334K 0.02% +106 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 4,548 shares; 2025Q4: 4,364 shares; 2026Q1: 4,534 shares 4,534 $330K 0.02% +170 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 734 shares; 2025Q4: 742 shares; 2026Q1: 785 shares 785 $327K 0.02% +43 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: 1,198 shares; 2024Q4: 2,161 shares; 2025Q1: 2,249 shares; 2025Q2: 2,599 shares; 2025Q3: 2,141 shares; 2025Q4: 1,241 shares; 2026Q1: 1,327 shares 1,327 $323K 0.02% +86 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: 1,285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: not reported; 2026Q1: 1,305 shares 1,305 $319K 0.02% new 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: 2,466 shares; 2024Q4: 2,423 shares; 2025Q1: 2,554 shares; 2025Q2: 2,667 shares; 2025Q3: 2,670 shares; 2025Q4: 2,687 shares; 2026Q1: 2,773 shares 2,773 $318K 0.02% +86 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: 3,657 shares; 2024Q4: 3,626 shares; 2025Q1: 3,796 shares; 2025Q2: 4,412 shares; 2025Q3: 4,396 shares; 2025Q4: 4,693 shares; 2026Q1: 2,453 shares 2,453 $316K 0.02% -2,240 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: not reported; 2024Q4: not reported; 2025Q1: 3,855 shares; 2025Q2: 3,937 shares; 2025Q3: 4,065 shares; 2025Q4: 4,336 shares; 2026Q1: 4,349 shares 4,349 $315K 0.02% +13 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: 1,706 shares; 2024Q4: 1,850 shares; 2025Q1: 2,392 shares; 2025Q2: 2,230 shares; 2025Q3: 1,906 shares; 2025Q4: 2,087 shares; 2026Q1: 2,164 shares 2,164 $314K 0.02% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,022 shares 5,022 $314K 0.02% 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: not reported; 2024Q4: 11,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares 2,113 $313K 0.02% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,508 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,526 shares; 2026Q1: 8,526 shares 8,526 $305K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 528 shares; 2025Q1: 580 shares; 2025Q2: 511 shares; 2025Q3: 528 shares; 2025Q4: 541 shares; 2026Q1: 533 shares 533 $299K 0.02% -8 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: not reported; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 701 shares; 2025Q3: 723 shares; 2025Q4: 788 shares; 2026Q1: 767 shares 767 $299K 0.02% -21 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: 3,058 shares; 2024Q4: 3,395 shares; 2025Q1: 4,565 shares; 2025Q2: 6,091 shares; 2025Q3: 6,136 shares; 2025Q4: 5,702 shares; 2026Q1: 4,722 shares 4,722 $296K 0.02% -980 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: 775 shares; 2024Q4: 775 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 735 shares; 2025Q4: 677 shares; 2026Q1: 677 shares 677 $296K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares 212 $292K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: not reported; 2025Q4: 3,191 shares; 2026Q1: 3,412 shares 3,412 $291K 0.02% +221 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 5,048 shares; 2026Q1: 6,200 shares 6,200 $288K 0.02% +1,152 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,140 shares; 2024Q4: 8,913 shares; 2025Q1: 8,678 shares; 2025Q2: 8,449 shares; 2025Q3: 8,503 shares; 2025Q4: 8,482 shares; 2026Q1: 4,392 shares 4,392 $288K 0.02% -4,090 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 5,180 shares; 2025Q1: 5,656 shares; 2025Q2: 5,394 shares; 2025Q3: 5,559 shares; 2025Q4: 5,488 shares; 2026Q1: 5,393 shares 5,393 $287K 0.02% -95 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 2,308 shares; 2026Q1: 2,149 shares 2,149 $284K 0.02% -159 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: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,757 shares; 2025Q3: 2,895 shares; 2025Q4: 3,004 shares; 2026Q1: 3,073 shares 3,073 $284K 0.02% +69 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: 2,047 shares; 2025Q4: 2,091 shares; 2026Q1: 2,389 shares 2,389 $283K 0.02% +298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 791 shares; 2025Q4: 858 shares; 2026Q1: 996 shares 996 $278K 0.02% +138 Timeline CMF 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: 22,250 shares; 2025Q1: 22,250 shares; 2025Q2: 22,250 shares; 2025Q3: 10,882 shares; 2025Q4: 10,882 shares; 2026Q1: 4,879 shares 4,879 $277K 0.02% -6,003 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,878 shares; 2025Q4: 5,878 shares; 2026Q1: 5,878 shares 5,878 $276K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,049 shares; 2025Q4: 1,059 shares; 2026Q1: 1,096 shares 1,096 $274K 0.02% +37 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: not reported; 2024Q4: 1,621 shares; 2025Q1: 2,031 shares; 2025Q2: 1,889 shares; 2025Q3: 1,927 shares; 2025Q4: 1,956 shares; 2026Q1: 2,064 shares 2,064 $270K 0.02% +108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares 1,076 $270K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 777 shares 777 $268K 0.02% +69 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares 2,460 $268K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 1,276 shares 1,276 $266K 0.02% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,156 shares; 2026Q1: 1,145 shares 1,145 $264K 0.02% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 347 shares; 2025Q4: 351 shares; 2026Q1: 383 shares 383 $261K 0.02% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321 $261K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,156 shares; 2026Q1: 3,494 shares 3,494 $260K 0.02% +338 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,302 shares; 2025Q1: 1,547 shares; 2025Q2: 1,571 shares; 2025Q3: 1,590 shares; 2025Q4: 1,588 shares; 2026Q1: 1,709 shares 1,709 $257K 0.02% +121 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: 1,767 shares; 2025Q3: 1,804 shares; 2025Q4: 1,810 shares; 2026Q1: 1,863 shares 1,863 $256K 0.02% +53 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: not reported; 2024Q4: not reported; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares 2,144 $254K 0.02% 0 Timeline SCHF 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: 11,547 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares; 2026Q1: 10,217 shares 10,217 $253K 0.02% +461 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460 $253K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares 1,916 $251K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,888 shares 1,888 $248K 0.02% +86 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,406 shares; 2025Q1: 2,484 shares; 2025Q2: 3,065 shares; 2025Q3: 3,100 shares; 2025Q4: 2,852 shares; 2026Q1: 2,206 shares 2,206 $246K 0.02% -646 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,996 shares 3,996 $244K 0.02% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $244K 0.02% new Timeline SCHH 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: 11,307 shares; 2025Q3: 11,307 shares; 2025Q4: 11,307 shares; 2026Q1: 11,307 shares 11,307 $243K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,738 shares 5,738 $239K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887 shares; 2025Q4: not reported; 2026Q1: 1,028 shares 1,028 $239K 0.02% new 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: 2,892 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $238K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 791 shares; 2026Q1: 827 shares 827 $237K 0.02% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,465 shares; 2025Q4: 1,411 shares; 2026Q1: 1,493 shares 1,493 $235K 0.02% +82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,881 shares; 2025Q4: 3,016 shares; 2026Q1: 3,250 shares 3,250 $233K 0.02% +234 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,768 shares 6,768 $227K 0.02% new 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: 3,686 shares; 2024Q4: 6,775 shares; 2025Q1: not reported; 2025Q2: 5,211 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,258 shares 2,258 $224K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares; 2026Q1: 2,314 shares 2,314 $222K 0.02% +54 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares 508 $222K 0.02% new Timeline EZU 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: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 3,531 shares 3,531 $221K 0.02% -2,094 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: 1,130 shares; 2024Q4: 1,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,059 shares 1,059 $220K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares; 2026Q1: 841 shares 841 $220K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,341 shares 5,341 $219K 0.02% new 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: 5,475 shares; 2024Q4: 5,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,652 shares 3,652 $215K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares 866 $214K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 8,644 shares; 2025Q1: 9,272 shares; 2025Q2: 7,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,061 shares 4,061 $213K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,556 shares 1,556 $211K 0.02% new 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: not reported; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 820 shares; 2025Q4: 538 shares; 2026Q1: 529 shares 529 $210K 0.02% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 711 shares 711 $207K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 660 shares 660 $207K 0.02% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,227 shares 2,227 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares 185 $203K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: 365 shares; 2025Q4: 356 shares; 2026Q1: 417 shares 417 $202K 0.01% +61 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,328 shares; 2024Q4: 15,185 shares; 2025Q1: 16,160 shares; 2025Q2: 14,070 shares; 2025Q3: 14,280 shares; 2025Q4: 14,292 shares; 2026Q1: 14,609 shares 14,609 $169K 0.01% +317 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,477 shares; 2025Q1: 16,477 shares; 2025Q2: 16,577 shares; 2025Q3: 15,435 shares; 2025Q4: 15,161 shares; 2026Q1: 15,161 shares 15,161 $146K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,522 shares; 2026Q1: 12,522 shares 12,522 $58.6K <0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 20,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $50.8K <0.01% 0 Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 17,000 shares; 2025Q4: 20,000 shares; 2026Q1: 21,500 shares 21,500 $19.6K <0.01% +1,500 Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 25,666 shares; 2025Q1: 25,666 shares; 2025Q2: 25,666 shares; 2025Q3: 25,666 shares; 2025Q4: 25,666 shares; 2026Q1: 25,666 shares 25,666 $13.9K <0.01% 0 Timeline