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: 375,840 shares; 2024Q4: 379,988 shares; 2025Q1: 384,195 shares; 2025Q2: 366,772 shares; 2025Q3: 365,039 shares; 2025Q4: 362,323 shares; 2026Q1: 340,930 shares 340,930 $72.8M 7.15% -21,393 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: 207,116 shares; 2024Q4: 197,363 shares; 2025Q1: 183,661 shares; 2025Q2: 174,992 shares; 2025Q3: 170,216 shares; 2025Q4: 167,323 shares; 2026Q1: 153,799 shares 153,799 $65.6M 6.43% -13,524 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: 135,247 shares; 2024Q4: 134,678 shares; 2025Q1: 117,097 shares; 2025Q2: 110,306 shares; 2025Q3: 106,512 shares; 2025Q4: 103,402 shares; 2026Q1: 98,557 shares 98,557 $64.4M 6.32% -4,845 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: 266,603 shares; 2024Q4: 266,684 shares; 2025Q1: 271,023 shares; 2025Q2: 270,609 shares; 2025Q3: 270,515 shares; 2025Q4: 270,741 shares; 2026Q1: 270,562 shares 270,562 $58.8M 5.77% -179 Timeline IEUR 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: 247,898 shares; 2025Q2: 355,120 shares; 2025Q3: 438,326 shares; 2025Q4: 466,488 shares; 2026Q1: 606,247 shares 606,247 $42.6M 4.18% +139,759 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: 347,405 shares; 2024Q4: 342,386 shares; 2025Q1: 315,234 shares; 2025Q2: 302,048 shares; 2025Q3: 297,725 shares; 2025Q4: 291,360 shares; 2026Q1: 266,271 shares 266,271 $30.1M 2.95% -25,089 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: 284,603 shares; 2024Q4: 284,685 shares; 2025Q1: 282,380 shares; 2025Q2: 281,438 shares; 2025Q3: 281,368 shares; 2025Q4: 281,969 shares; 2026Q1: 282,498 shares 282,498 $29M 2.85% +529 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: 12,903 shares; 2024Q4: 9,500 shares; 2025Q1: 13,532 shares; 2025Q2: 57,187 shares; 2025Q3: 96,407 shares; 2025Q4: 137,140 shares; 2026Q1: 286,978 shares 286,978 $26M 2.55% +149,838 Timeline IBDY 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: 588,976 shares; 2024Q4: 752,395 shares; 2025Q1: 801,952 shares; 2025Q2: 793,721 shares; 2025Q3: 806,357 shares; 2025Q4: 817,300 shares; 2026Q1: 937,221 shares 937,221 $24.2M 2.38% +119,921 Timeline IBDS 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: 548,800 shares; 2024Q4: 595,317 shares; 2025Q1: 664,201 shares; 2025Q2: 675,836 shares; 2025Q3: 721,350 shares; 2025Q4: 803,482 shares; 2026Q1: 857,584 shares 857,584 $20.8M 2.04% +54,102 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: 119,598 shares; 2024Q4: 115,408 shares; 2025Q1: 111,806 shares; 2025Q2: 107,285 shares; 2025Q3: 105,385 shares; 2025Q4: 104,391 shares; 2026Q1: 97,684 shares 97,684 $20.6M 2.02% -6,707 Timeline IBDU 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: 561,568 shares; 2024Q4: 624,403 shares; 2025Q1: 697,590 shares; 2025Q2: 707,197 shares; 2025Q3: 756,483 shares; 2025Q4: 794,637 shares; 2026Q1: 871,158 shares 871,158 $20.3M 1.99% +76,521 Timeline IBDV 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: 589,097 shares; 2024Q4: 674,793 shares; 2025Q1: 733,627 shares; 2025Q2: 744,116 shares; 2025Q3: 798,071 shares; 2025Q4: 835,858 shares; 2026Q1: 920,078 shares 920,078 $20.1M 1.98% +84,220 Timeline IBDT 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: 524,008 shares; 2024Q4: 572,370 shares; 2025Q1: 640,398 shares; 2025Q2: 651,849 shares; 2025Q3: 694,713 shares; 2025Q4: 730,627 shares; 2026Q1: 794,471 shares 794,471 $20.1M 1.97% +63,844 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: 89,615 shares; 2024Q4: 88,344 shares; 2025Q1: 85,077 shares; 2025Q2: 84,533 shares; 2025Q3: 81,796 shares; 2025Q4: 81,424 shares; 2026Q1: 78,935 shares 78,935 $20M 1.97% -2,489 Timeline IBDX 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: 623,601 shares; 2024Q4: 771,047 shares; 2025Q1: 817,522 shares; 2025Q2: 812,405 shares; 2025Q3: 826,114 shares; 2025Q4: 831,287 shares; 2026Q1: 773,344 shares 773,344 $19.5M 1.92% -57,943 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: 120,898 shares; 2024Q4: 121,221 shares; 2025Q1: 122,953 shares; 2025Q2: 120,746 shares; 2025Q3: 107,997 shares; 2025Q4: 109,750 shares; 2026Q1: 110,258 shares 110,258 $19.2M 1.89% +508 Timeline IBDW 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: 555,274 shares; 2024Q4: 657,393 shares; 2025Q1: 703,969 shares; 2025Q2: 703,640 shares; 2025Q3: 752,252 shares; 2025Q4: 781,212 shares; 2026Q1: 912,123 shares 912,123 $19.1M 1.87% +130,911 Timeline IBDZ 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: 166,861 shares; 2024Q4: 846,494 shares; 2025Q1: 593,662 shares; 2025Q2: 566,737 shares; 2025Q3: 540,082 shares; 2025Q4: 557,365 shares; 2026Q1: 730,868 shares 730,868 $19M 1.87% +173,503 Timeline IBDR 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: 583,717 shares; 2024Q4: 618,176 shares; 2025Q1: 654,981 shares; 2025Q2: 652,213 shares; 2025Q3: 654,500 shares; 2025Q4: 721,664 shares; 2026Q1: 751,427 shares 751,427 $18.2M 1.79% +29,763 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,488 shares; 2024Q4: 577,301 shares; 2025Q1: 598,546 shares; 2025Q2: 590,467 shares; 2025Q3: 594,883 shares; 2025Q4: 659,601 shares; 2026Q1: 695,613 shares 695,613 $15.9M 1.56% +36,012 Timeline USMV 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: 250,757 shares; 2024Q4: 241,510 shares; 2025Q1: 219,895 shares; 2025Q2: 215,522 shares; 2025Q3: 211,972 shares; 2025Q4: 211,341 shares; 2026Q1: 157,477 shares 157,477 $14.6M 1.43% -53,864 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,519 shares; 2024Q4: 526,495 shares; 2025Q1: 589,546 shares; 2025Q2: 604,366 shares; 2025Q3: 624,823 shares; 2025Q4: 659,422 shares; 2026Q1: 605,306 shares 605,306 $13.6M 1.33% -54,116 Timeline IBCA 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: 36,188 shares; 2026Q1: 459,201 shares 459,201 $11.8M 1.16% +423,013 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: 59,094 shares; 2024Q4: 75,609 shares; 2025Q1: 99,594 shares; 2025Q2: 98,182 shares; 2025Q3: 100,628 shares; 2025Q4: 103,245 shares; 2026Q1: 113,017 shares 113,017 $11M 1.08% +9,772 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: 28,923 shares; 2024Q4: 28,980 shares; 2025Q1: 31,218 shares; 2025Q2: 30,616 shares; 2025Q3: 28,433 shares; 2025Q4: 28,925 shares; 2026Q1: 29,461 shares 29,461 $10.9M 1.07% +536 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: 56,833 shares; 2024Q4: 56,413 shares; 2025Q1: 43,053 shares; 2025Q2: 39,011 shares; 2025Q3: 38,966 shares; 2025Q4: 76,933 shares; 2026Q1: 73,952 shares 73,952 $9.83M 0.96% -2,981 Timeline IBTI 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: 108,453 shares; 2024Q4: 142,057 shares; 2025Q1: 210,142 shares; 2025Q2: 251,720 shares; 2025Q3: 278,332 shares; 2025Q4: 297,073 shares; 2026Q1: 417,856 shares 417,856 $9.31M 0.91% +120,783 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,581 shares; 2024Q4: 235,327 shares; 2025Q1: 222,186 shares; 2025Q2: 220,412 shares; 2025Q3: 214,029 shares; 2025Q4: 204,323 shares; 2026Q1: 184,137 shares 184,137 $9.23M 0.91% -20,186 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: 30,262 shares; 2024Q4: 30,837 shares; 2025Q1: 26,477 shares; 2025Q2: 25,816 shares; 2025Q3: 29,049 shares; 2025Q4: 28,965 shares; 2026Q1: 27,176 shares 27,176 $9.18M 0.9% -1,789 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: 28,974 shares; 2024Q4: 28,720 shares; 2025Q1: 28,663 shares; 2025Q2: 28,141 shares; 2025Q3: 28,421 shares; 2025Q4: 28,786 shares; 2026Q1: 28,912 shares 28,912 $8.5M 0.83% +126 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: 26,322 shares; 2024Q4: 26,307 shares; 2025Q1: 24,300 shares; 2025Q2: 23,973 shares; 2025Q3: 23,795 shares; 2025Q4: 23,480 shares; 2026Q1: 23,409 shares 23,409 $8.35M 0.82% -71 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: 27,542 shares; 2024Q4: 27,514 shares; 2025Q1: 27,256 shares; 2025Q2: 26,850 shares; 2025Q3: 28,342 shares; 2025Q4: 28,504 shares; 2026Q1: 27,399 shares 27,399 $7.88M 0.77% -1,105 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: 58,144 shares; 2024Q4: 57,968 shares; 2025Q1: 59,117 shares; 2025Q2: 57,781 shares; 2025Q3: 59,658 shares; 2025Q4: 60,497 shares; 2026Q1: 59,714 shares 59,714 $7.42M 0.73% -783 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: 10,713 shares; 2024Q4: 10,990 shares; 2025Q1: 11,703 shares; 2025Q2: 11,470 shares; 2025Q3: 10,531 shares; 2025Q4: 10,417 shares; 2026Q1: 9,757 shares 9,757 $6.91M 0.68% -660 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: 32,612 shares; 2025Q1: 34,320 shares; 2025Q2: 33,373 shares; 2025Q3: 33,196 shares; 2025Q4: 33,354 shares; 2026Q1: 31,319 shares 31,319 $6.69M 0.66% -2,035 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: 18,260 shares; 2024Q4: 13,713 shares; 2025Q1: 29,716 shares; 2025Q2: 29,716 shares; 2025Q3: 36,348 shares; 2025Q4: 40,361 shares; 2026Q1: 83,587 shares 83,587 $5.83M 0.57% +43,226 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: 34,029 shares; 2024Q4: 33,882 shares; 2025Q1: 33,772 shares; 2025Q2: 33,360 shares; 2025Q3: 33,307 shares; 2025Q4: 33,307 shares; 2026Q1: 32,822 shares 32,822 $4.97M 0.49% -485 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,964 shares; 2024Q4: 83,302 shares; 2025Q1: 107,870 shares; 2025Q2: 108,489 shares; 2025Q3: 111,252 shares; 2025Q4: 100,655 shares; 2026Q1: 92,365 shares 92,365 $4.92M 0.48% -8,290 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: 14,731 shares; 2024Q4: 14,636 shares; 2025Q1: 15,640 shares; 2025Q2: 15,276 shares; 2025Q3: 17,613 shares; 2025Q4: 17,702 shares; 2026Q1: 17,119 shares 17,119 $4.91M 0.48% -583 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: 263,145 shares; 2024Q4: 267,241 shares; 2025Q1: 257,049 shares; 2025Q2: 253,204 shares; 2025Q3: 263,670 shares; 2025Q4: 251,485 shares; 2026Q1: 48,920 shares 48,920 $4.86M 0.48% -202,565 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: 31,099 shares; 2024Q4: 31,208 shares; 2025Q1: 28,814 shares; 2025Q2: 28,030 shares; 2025Q3: 29,485 shares; 2025Q4: 29,870 shares; 2026Q1: 29,465 shares 29,465 $4.71M 0.46% -405 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: 17,210 shares; 2024Q4: 17,081 shares; 2025Q1: 15,859 shares; 2025Q2: 15,457 shares; 2025Q3: 14,816 shares; 2025Q4: 15,115 shares; 2026Q1: 15,306 shares 15,306 $4.63M 0.45% +191 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: 4,296 shares; 2024Q4: 4,284 shares; 2025Q1: 4,460 shares; 2025Q2: 4,304 shares; 2025Q3: 4,407 shares; 2025Q4: 4,501 shares; 2026Q1: 4,560 shares 4,560 $4.54M 0.45% +59 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,101 shares; 2024Q4: 25,200 shares; 2025Q1: 26,517 shares; 2025Q2: 25,962 shares; 2025Q3: 28,100 shares; 2025Q4: 28,292 shares; 2026Q1: 28,531 shares 28,531 $4.12M 0.4% +239 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: 24,166 shares; 2025Q2: 57,335 shares; 2025Q3: 61,699 shares; 2025Q4: 64,445 shares; 2026Q1: 64,445 shares 64,445 $4.04M 0.4% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,159 shares; 2024Q4: 16,134 shares; 2025Q1: 14,737 shares; 2025Q2: 14,738 shares; 2025Q3: 15,238 shares; 2025Q4: 15,240 shares; 2026Q1: 14,992 shares 14,992 $3.99M 0.39% -248 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,427 shares; 2024Q4: 16,427 shares; 2025Q1: 20,208 shares; 2025Q2: 20,208 shares; 2025Q3: 20,208 shares; 2025Q4: 20,236 shares; 2026Q1: 20,159 shares 20,159 $3.96M 0.39% -77 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: 39 shares; 2024Q4: 34 shares; 2025Q1: 37 shares; 2025Q2: 39 shares; 2025Q3: 3,636 shares; 2025Q4: 3,671 shares; 2026Q1: 3,567 shares 3,567 $3.9M 0.38% -104 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: 14,518 shares; 2024Q4: 14,511 shares; 2025Q1: 15,007 shares; 2025Q2: 14,715 shares; 2025Q3: 15,843 shares; 2025Q4: 16,254 shares; 2026Q1: 16,654 shares 16,654 $3.86M 0.38% +400 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: 10,154 shares; 2024Q4: 10,182 shares; 2025Q1: 10,508 shares; 2025Q2: 10,205 shares; 2025Q3: 11,452 shares; 2025Q4: 11,665 shares; 2026Q1: 11,621 shares 11,621 $3.79M 0.37% -44 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: 6,772 shares; 2024Q4: 6,734 shares; 2025Q1: 6,950 shares; 2025Q2: 6,763 shares; 2025Q3: 7,303 shares; 2025Q4: 7,436 shares; 2026Q1: 7,545 shares 7,545 $3.77M 0.37% +109 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: 30,057 shares; 2024Q4: 30,301 shares; 2025Q1: 30,015 shares; 2025Q2: 29,541 shares; 2025Q3: 29,506 shares; 2025Q4: 27,536 shares; 2026Q1: 28,855 shares 28,855 $3.7M 0.36% +1,319 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,013 shares; 2024Q4: 67,915 shares; 2025Q1: 66,216 shares; 2025Q2: 63,538 shares; 2025Q3: 59,995 shares; 2025Q4: 61,041 shares; 2026Q1: 59,910 shares 59,910 $3.59M 0.35% -1,131 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: 20,239 shares; 2024Q4: 20,097 shares; 2025Q1: 19,203 shares; 2025Q2: 18,433 shares; 2025Q3: 14,853 shares; 2025Q4: 14,663 shares; 2026Q1: 14,419 shares 14,419 $3.52M 0.35% -244 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: 9,114 shares; 2024Q4: 9,104 shares; 2025Q1: 8,827 shares; 2025Q2: 8,651 shares; 2025Q3: 9,655 shares; 2025Q4: 9,844 shares; 2026Q1: 9,936 shares 9,936 $3.27M 0.32% +92 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,236 shares; 2025Q1: 8,141 shares; 2025Q2: 7,938 shares; 2025Q3: 9,281 shares; 2025Q4: 9,513 shares; 2026Q1: 9,669 shares 9,669 $3.12M 0.31% +156 Timeline IBTJ 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: 71,130 shares; 2024Q4: 87,386 shares; 2025Q1: 104,108 shares; 2025Q2: 120,955 shares; 2025Q3: 137,406 shares; 2025Q4: 141,276 shares; 2026Q1: 142,758 shares 142,758 $3.12M 0.31% +1,482 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: 8,571 shares; 2024Q4: 8,595 shares; 2025Q1: 8,053 shares; 2025Q2: 7,918 shares; 2025Q3: 8,753 shares; 2025Q4: 8,882 shares; 2026Q1: 8,857 shares 8,857 $3.12M 0.31% -25 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,982 shares; 2024Q4: 11,910 shares; 2025Q1: 10,671 shares; 2025Q2: 10,076 shares; 2025Q3: 10,055 shares; 2025Q4: 9,119 shares; 2026Q1: 9,771 shares 9,771 $3.07M 0.3% +652 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: 38,749 shares; 2024Q4: 36,102 shares; 2025Q1: 33,824 shares; 2025Q2: 32,991 shares; 2025Q3: 32,991 shares; 2025Q4: 65,982 shares; 2026Q1: 66,228 shares 66,228 $3.04M 0.3% +246 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: 5,125 shares; 2024Q4: 5,125 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 6,988 shares; 2026Q1: 6,957 shares 6,957 $3.04M 0.3% -31 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: 13,466 shares; 2024Q4: 13,614 shares; 2025Q1: 14,289 shares; 2025Q2: 14,064 shares; 2025Q3: 14,078 shares; 2025Q4: 14,618 shares; 2026Q1: 14,340 shares 14,340 $2.99M 0.29% -278 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,428 shares; 2024Q4: 21,583 shares; 2025Q1: 24,499 shares; 2025Q2: 23,051 shares; 2025Q3: 20,823 shares; 2025Q4: 21,114 shares; 2026Q1: 20,484 shares 20,484 $2.93M 0.29% -630 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: 9,272 shares; 2024Q4: 9,276 shares; 2025Q1: 8,363 shares; 2025Q2: 8,072 shares; 2025Q3: 9,592 shares; 2025Q4: 9,825 shares; 2026Q1: 9,862 shares 9,862 $2.91M 0.29% +37 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.28% 0 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: 27,757 shares; 2024Q4: 27,672 shares; 2025Q1: 30,384 shares; 2025Q2: 28,595 shares; 2025Q3: 22,939 shares; 2025Q4: 23,249 shares; 2026Q1: 23,151 shares 23,151 $2.78M 0.27% -98 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,570 shares; 2024Q4: 18,813 shares; 2025Q1: 22,106 shares; 2025Q2: 21,625 shares; 2025Q3: 20,974 shares; 2025Q4: 21,280 shares; 2026Q1: 21,454 shares 21,454 $2.76M 0.27% +174 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,186 shares; 2024Q4: 34,330 shares; 2025Q1: 37,786 shares; 2025Q2: 36,913 shares; 2025Q3: 37,267 shares; 2025Q4: 38,211 shares; 2026Q1: 38,675 shares 38,675 $2.76M 0.27% +464 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,559 shares; 2024Q4: 10,539 shares; 2025Q1: 9,730 shares; 2025Q2: 9,532 shares; 2025Q3: 9,012 shares; 2025Q4: 9,265 shares; 2026Q1: 9,442 shares 9,442 $2.74M 0.27% +177 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: 10,270 shares; 2024Q4: 10,205 shares; 2025Q1: 10,747 shares; 2025Q2: 10,381 shares; 2025Q3: 13,186 shares; 2025Q4: 13,392 shares; 2026Q1: 13,707 shares 13,707 $2.56M 0.25% +315 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: 5,620 shares; 2024Q4: 5,317 shares; 2025Q1: 4,596 shares; 2025Q2: 4,596 shares; 2025Q3: 4,547 shares; 2025Q4: 4,473 shares; 2026Q1: 3,846 shares 3,846 $2.5M 0.25% -627 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,845 shares; 2025Q1: 12,326 shares; 2025Q2: 12,122 shares; 2025Q3: 11,189 shares; 2025Q4: 11,461 shares; 2026Q1: 11,477 shares 11,477 $2.44M 0.24% +16 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: 2,295 shares; 2024Q4: 2,289 shares; 2025Q1: 2,466 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,468 shares; 2026Q1: 2,472 shares 2,472 $2.27M 0.22% +4 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: 11,743 shares; 2024Q4: 11,918 shares; 2025Q1: 12,012 shares; 2025Q2: 12,108 shares; 2025Q3: 12,174 shares; 2025Q4: 12,749 shares; 2026Q1: 13,359 shares 13,359 $2.27M 0.22% +610 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: 4,394 shares; 2025Q1: 4,366 shares; 2025Q2: 4,265 shares; 2025Q3: 4,011 shares; 2025Q4: 4,105 shares; 2026Q1: 4,199 shares 4,199 $2.26M 0.22% +94 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,262 shares; 2024Q4: 35,445 shares; 2025Q1: 26,620 shares; 2025Q2: 24,696 shares; 2025Q3: 15,983 shares; 2025Q4: 15,163 shares; 2026Q1: 14,525 shares 14,525 $2.13M 0.21% -638 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: 4,388 shares; 2024Q4: 4,391 shares; 2025Q1: 4,229 shares; 2025Q2: 4,095 shares; 2025Q3: 4,432 shares; 2025Q4: 4,567 shares; 2026Q1: 4,836 shares 4,836 $2.09M 0.21% +269 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,765 shares; 2024Q4: 22,387 shares; 2025Q1: 25,571 shares; 2025Q2: 25,526 shares; 2025Q3: 26,076 shares; 2025Q4: 23,634 shares; 2026Q1: 25,270 shares 25,270 $2.09M 0.2% +1,636 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 9,560 shares; 2025Q1: 9,850 shares; 2025Q2: 9,542 shares; 2025Q3: 9,537 shares; 2025Q4: 9,912 shares; 2026Q1: 9,901 shares 9,901 $1.96M 0.19% -11 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,525 shares; 2024Q4: 3,439 shares; 2025Q1: 3,877 shares; 2025Q2: 3,858 shares; 2025Q3: 3,861 shares; 2025Q4: 3,826 shares; 2026Q1: 3,613 shares 3,613 $1.73M 0.17% -213 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,799 shares; 2024Q4: 11,901 shares; 2025Q1: 10,429 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 8,104 shares; 2026Q1: 9,131 shares 9,131 $1.73M 0.17% +1,027 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,736 shares; 2024Q4: 17,503 shares; 2025Q1: 8,374 shares; 2025Q2: 6,343 shares; 2025Q3: 6,196 shares; 2025Q4: 5,826 shares; 2026Q1: 6,314 shares 6,314 $1.57M 0.15% +488 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: 2,811 shares; 2024Q4: 2,811 shares; 2025Q1: 2,804 shares; 2025Q2: 2,392 shares; 2025Q3: 2,798 shares; 2025Q4: 2,878 shares; 2026Q1: 2,443 shares 2,443 $1.46M 0.14% -435 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 11,798 shares; 2025Q1: 12,073 shares; 2025Q2: 10,390 shares; 2025Q3: 10,390 shares; 2025Q4: 8,814 shares; 2026Q1: 9,641 shares 9,641 $1.41M 0.14% +827 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: 2,853 shares; 2024Q4: 3,010 shares; 2025Q1: 3,682 shares; 2025Q2: 3,841 shares; 2025Q3: 3,844 shares; 2025Q4: 3,864 shares; 2026Q1: 4,431 shares 4,431 $1.37M 0.13% +567 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: 23,419 shares; 2024Q4: 23,408 shares; 2025Q1: 18,783 shares; 2025Q2: 17,529 shares; 2025Q3: 17,198 shares; 2025Q4: 17,486 shares; 2026Q1: 15,806 shares 15,806 $1.37M 0.13% -1,680 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: 17,865 shares; 2024Q4: 18,220 shares; 2025Q1: 18,311 shares; 2025Q2: 18,358 shares; 2025Q3: 18,041 shares; 2025Q4: 17,181 shares; 2026Q1: 16,588 shares 16,588 $1.32M 0.13% -593 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 10,719 shares; 2025Q1: 10,698 shares; 2025Q2: 10,526 shares; 2025Q3: 10,511 shares; 2025Q4: 10,183 shares; 2026Q1: 8,893 shares 8,893 $1.21M 0.12% -1,290 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: 1,994 shares; 2024Q4: 1,938 shares; 2025Q1: 2,276 shares; 2025Q2: 2,205 shares; 2025Q3: 2,204 shares; 2025Q4: 2,191 shares; 2026Q1: 2,103 shares 2,103 $1.2M 0.12% -88 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: 3,985 shares; 2024Q4: 3,921 shares; 2025Q1: 3,789 shares; 2025Q2: 3,782 shares; 2025Q3: 3,783 shares; 2025Q4: 3,792 shares; 2026Q1: 3,727 shares 3,727 $1.16M 0.11% -65 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,235 shares; 2024Q4: 31,007 shares; 2025Q1: 18,832 shares; 2025Q2: 18,399 shares; 2025Q3: 16,537 shares; 2025Q4: 14,658 shares; 2026Q1: 13,997 shares 13,997 $1.15M 0.11% -661 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: 6,292 shares; 2024Q4: 6,266 shares; 2025Q1: 7,563 shares; 2025Q2: 7,561 shares; 2025Q3: 7,561 shares; 2025Q4: 7,568 shares; 2026Q1: 7,581 shares 7,581 $1.06M 0.1% +13 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: 14,842 shares; 2024Q4: 14,847 shares; 2025Q1: 13,395 shares; 2025Q2: 13,353 shares; 2025Q3: 13,296 shares; 2025Q4: 13,203 shares; 2026Q1: 13,048 shares 13,048 $992K 0.1% -155 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,320 shares 11,320 $975K 0.1% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 15,636 shares; 2025Q1: 16,544 shares; 2025Q2: 14,020 shares; 2025Q3: 14,020 shares; 2025Q4: 14,020 shares; 2026Q1: 14,145 shares 14,145 $955K 0.09% +125 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 3,391 shares; 2025Q1: 3,389 shares; 2025Q2: 3,357 shares; 2025Q3: 3,242 shares; 2025Q4: 3,226 shares; 2026Q1: 2,914 shares 2,914 $953K 0.09% -312 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: 5,274 shares; 2024Q4: 5,298 shares; 2025Q1: 6,373 shares; 2025Q2: 6,072 shares; 2025Q3: 5,837 shares; 2025Q4: 5,528 shares; 2026Q1: 4,891 shares 4,891 $943K 0.09% -637 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,470 shares; 2024Q4: 38,176 shares; 2025Q1: 38,176 shares; 2025Q2: 43,300 shares; 2025Q3: 43,300 shares; 2025Q4: 43,300 shares; 2026Q1: 43,300 shares 43,300 $854K 0.08% 0 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: 12,729 shares; 2024Q4: 12,706 shares; 2025Q1: 15,611 shares; 2025Q2: 15,339 shares; 2025Q3: 15,581 shares; 2025Q4: 16,892 shares; 2026Q1: 17,392 shares 17,392 $848K 0.08% +500 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 4,514 shares; 2025Q1: 4,468 shares; 2025Q2: 8,863 shares; 2025Q3: 5,917 shares; 2025Q4: 11,892 shares; 2026Q1: 13,415 shares 13,415 $822K 0.08% +1,523 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,362 shares; 2025Q2: 2,376 shares; 2025Q3: 2,378 shares; 2025Q4: 2,382 shares; 2026Q1: 2,387 shares 2,387 $816K 0.08% +5 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: 3,136 shares; 2024Q4: 3,137 shares; 2025Q1: 3,138 shares; 2025Q2: 3,116 shares; 2025Q3: 3,116 shares; 2025Q4: 3,116 shares; 2026Q1: 3,097 shares 3,097 $806K 0.08% -19 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,857 shares; 2024Q4: 18,857 shares; 2025Q1: 16,829 shares; 2025Q2: 16,732 shares; 2025Q3: 16,587 shares; 2025Q4: 16,587 shares; 2026Q1: 16,105 shares 16,105 $795K 0.08% -482 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: 4,176 shares; 2024Q4: 3,410 shares; 2025Q1: 2,080 shares; 2025Q2: 2,053 shares; 2025Q3: 2,092 shares; 2025Q4: 2,104 shares; 2026Q1: 2,085 shares 2,085 $775K 0.08% -19 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: 3,133 shares; 2024Q4: 3,132 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 3,148 shares; 2025Q4: 3,156 shares; 2026Q1: 3,119 shares 3,119 $756K 0.07% -37 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,912 shares; 2025Q2: 4,912 shares; 2025Q3: 4,912 shares; 2025Q4: 4,912 shares; 2026Q1: 4,912 shares 4,912 $727K 0.07% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 927 shares; 2025Q1: 870 shares; 2025Q2: 862 shares; 2025Q3: 771 shares; 2025Q4: 795 shares; 2026Q1: 794 shares 794 $672K 0.07% -1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,626 shares; 2025Q1: 5,138 shares; 2025Q2: 4,136 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares; 2026Q1: 4,136 shares 4,136 $669K 0.07% 0 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: 7,872 shares; 2024Q4: 8,264 shares; 2025Q1: 7,657 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares; 2025Q4: 4,414 shares; 2026Q1: 4,666 shares 4,666 $580K 0.06% +252 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: 1,137 shares; 2024Q4: 1,390 shares; 2025Q1: 2,487 shares; 2025Q2: 2,384 shares; 2025Q3: 2,628 shares; 2025Q4: 3,022 shares; 2026Q1: 2,729 shares 2,729 $565K 0.06% -293 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: 819 shares; 2024Q4: 820 shares; 2025Q1: 830 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 819 shares; 2026Q1: 821 shares 821 $560K 0.05% +2 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: 6,299 shares; 2024Q4: 6,295 shares; 2025Q1: 5,693 shares; 2025Q2: 5,452 shares; 2025Q3: 1,172 shares; 2025Q4: 1,009 shares; 2026Q1: 925 shares 925 $559K 0.05% -84 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,492 shares; 2024Q4: 10,632 shares; 2025Q1: 14,632 shares; 2025Q2: 14,632 shares; 2025Q3: 14,632 shares; 2025Q4: 14,666 shares; 2026Q1: 14,698 shares 14,698 $556K 0.05% +32 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,955 shares; 2024Q4: 25,424 shares; 2025Q1: 25,830 shares; 2025Q2: 26,301 shares; 2025Q3: 27,603 shares; 2025Q4: 28,145 shares; 2026Q1: 28,640 shares 28,640 $553K 0.05% +495 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: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 1,816 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,684 shares; 2026Q1: 1,689 shares 1,689 $537K 0.05% +5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,848 shares; 2025Q1: 1,862 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,872 shares; 2026Q1: 1,881 shares 1,881 $534K 0.05% +9 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 4,833 shares; 2025Q2: 4,027 shares; 2025Q3: 4,027 shares; 2025Q4: 4,027 shares; 2026Q1: 3,951 shares 3,951 $524K 0.05% -76 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: 2,860 shares; 2024Q4: 2,839 shares; 2025Q1: 2,895 shares; 2025Q2: 2,702 shares; 2025Q3: 2,725 shares; 2025Q4: 2,634 shares; 2026Q1: 2,573 shares 2,573 $500K 0.05% -61 Timeline CWB 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: 6,511 shares; 2024Q4: 6,511 shares; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares; 2025Q4: 5,401 shares; 2026Q1: 5,401 shares 5,401 $494K 0.05% 0 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: 6,237 shares; 2024Q4: 5,241 shares; 2025Q1: 6,245 shares; 2025Q2: 6,201 shares; 2025Q3: 6,309 shares; 2025Q4: 6,326 shares; 2026Q1: 6,365 shares 6,365 $494K 0.05% +39 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 4,823 shares; 2025Q1: 4,662 shares; 2025Q2: 4,663 shares; 2025Q3: 4,266 shares; 2025Q4: 4,261 shares; 2026Q1: 4,270 shares 4,270 $468K 0.05% +9 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: 1,521 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,515 shares; 2026Q1: 1,510 shares 1,510 $457K 0.04% -5 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,381 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,638 shares; 2025Q4: 1,634 shares; 2026Q1: 1,395 shares 1,395 $447K 0.04% -239 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: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 5,043 shares; 2025Q2: 4,750 shares; 2025Q3: 4,727 shares; 2025Q4: 4,734 shares; 2026Q1: 4,769 shares 4,769 $443K 0.04% +35 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: 359 shares; 2024Q4: 358 shares; 2025Q1: 533 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 5,320 shares; 2026Q1: 4,606 shares 4,606 $443K 0.04% -714 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 988 shares 988 $439K 0.04% -4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 4,028 shares; 2025Q1: 5,045 shares; 2025Q2: 5,543 shares; 2025Q3: 6,170 shares; 2025Q4: 6,165 shares; 2026Q1: 6,200 shares 6,200 $438K 0.04% +35 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: 6,349 shares; 2024Q4: 6,357 shares; 2025Q1: 6,298 shares; 2025Q2: 6,179 shares; 2025Q3: 6,197 shares; 2025Q4: 6,202 shares; 2026Q1: 6,513 shares 6,513 $430K 0.04% +311 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: 152 shares; 2024Q4: 151 shares; 2025Q1: 199 shares; 2025Q2: 475 shares; 2025Q3: 703 shares; 2025Q4: 809 shares; 2026Q1: 899 shares 899 $425K 0.04% +90 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: 3,471 shares; 2024Q4: 3,462 shares; 2025Q1: 3,458 shares; 2025Q2: 3,448 shares; 2025Q3: 3,461 shares; 2025Q4: 2,992 shares; 2026Q1: 2,837 shares 2,837 $417K 0.04% -155 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: 1,729 shares; 2024Q4: 1,672 shares; 2025Q1: 1,717 shares; 2025Q2: 1,478 shares; 2025Q3: 1,681 shares; 2025Q4: 1,648 shares; 2026Q1: 1,542 shares 1,542 $417K 0.04% -106 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: 775 shares; 2024Q4: 956 shares; 2025Q1: 1,999 shares; 2025Q2: 2,012 shares; 2025Q3: 2,112 shares; 2025Q4: 2,220 shares; 2026Q1: 2,225 shares 2,225 $405K 0.04% +5 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 361 shares; 2025Q1: 1,265 shares; 2025Q2: 2,059 shares; 2025Q3: 2,859 shares; 2025Q4: 3,311 shares; 2026Q1: 2,862 shares 2,862 $404K 0.04% -449 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: 407 shares; 2024Q4: 404 shares; 2025Q1: 829 shares; 2025Q2: 827 shares; 2025Q3: 834 shares; 2025Q4: 822 shares; 2026Q1: 800 shares 800 $397K 0.04% -22 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: 440 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 442 shares; 2025Q3: 443 shares; 2025Q4: 444 shares; 2026Q1: 448 shares 448 $391K 0.04% +4 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,925 shares; 2024Q4: 3,927 shares; 2025Q1: 3,925 shares; 2025Q2: 3,904 shares; 2025Q3: 3,903 shares; 2025Q4: 3,919 shares; 2026Q1: 3,682 shares 3,682 $382K 0.04% -237 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: 2,563 shares; 2024Q4: 2,584 shares; 2025Q1: 2,451 shares; 2025Q2: 2,446 shares; 2025Q3: 2,448 shares; 2025Q4: 2,723 shares; 2026Q1: 3,271 shares 3,271 $371K 0.04% +548 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,457 shares; 2026Q1: 14,457 shares 14,457 $368K 0.04% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,375 shares; 2026Q1: 14,375 shares 14,375 $367K 0.04% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,305 shares; 2026Q1: 14,305 shares 14,305 $367K 0.04% 0 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: 1,552 shares; 2024Q4: 2,513 shares; 2025Q1: 2,886 shares; 2025Q2: 3,907 shares; 2025Q3: 5,068 shares; 2025Q4: 5,072 shares; 2026Q1: 4,878 shares 4,878 $363K 0.04% -194 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: 1,361 shares; 2024Q4: 1,358 shares; 2025Q1: 1,033 shares; 2025Q2: 1,004 shares; 2025Q3: 1,053 shares; 2025Q4: 1,064 shares; 2026Q1: 1,019 shares 1,019 $363K 0.04% -45 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $363K 0.04% 0 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: 1,760 shares; 2024Q4: 1,734 shares; 2025Q1: 1,742 shares; 2025Q2: 1,732 shares; 2025Q3: 1,735 shares; 2025Q4: 1,765 shares; 2026Q1: 1,783 shares 1,783 $363K 0.04% +18 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares 1,132 $360K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 3,574 shares; 2025Q1: 3,632 shares; 2025Q2: 3,629 shares; 2025Q3: 3,636 shares; 2025Q4: 3,613 shares; 2026Q1: 3,593 shares 3,593 $346K 0.03% -20 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: 8,224 shares; 2024Q4: 8,066 shares; 2025Q1: 7,906 shares; 2025Q2: 8,164 shares; 2025Q3: 9,698 shares; 2025Q4: 8,676 shares; 2026Q1: 11,707 shares 11,707 $336K 0.03% +3,031 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,430 shares; 2025Q1: 4,607 shares; 2025Q2: 3,816 shares; 2025Q3: 3,816 shares; 2025Q4: 6,712 shares; 2026Q1: 6,712 shares 6,712 $335K 0.03% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,221 shares; 2024Q4: 4,222 shares; 2025Q1: 4,101 shares; 2025Q2: 4,094 shares; 2025Q3: 4,094 shares; 2025Q4: 4,239 shares; 2026Q1: 4,914 shares 4,914 $334K 0.03% +675 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: 7,444 shares; 2024Q4: 6,547 shares; 2025Q1: 6,627 shares; 2025Q2: 6,628 shares; 2025Q3: 6,253 shares; 2025Q4: 6,066 shares; 2026Q1: 6,568 shares 6,568 $330K 0.03% +502 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 3,776 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares; 2025Q4: 3,236 shares; 2026Q1: 3,236 shares 3,236 $326K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,963 shares; 2025Q1: 1,965 shares; 2025Q2: 2,348 shares; 2025Q3: 2,843 shares; 2025Q4: 2,923 shares; 2026Q1: 3,569 shares 3,569 $325K 0.03% +646 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: 3,160 shares; 2024Q4: 2,768 shares; 2025Q1: 2,095 shares; 2025Q2: 1,972 shares; 2025Q3: 2,252 shares; 2025Q4: 2,333 shares; 2026Q1: 2,091 shares 2,091 $325K 0.03% -242 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: 7,254 shares; 2024Q4: 6,689 shares; 2025Q1: 4,903 shares; 2025Q2: 8,656 shares; 2025Q3: 10,010 shares; 2025Q4: 11,513 shares; 2026Q1: 11,510 shares 11,510 $323K 0.03% -3 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: 2,715 shares; 2024Q4: 2,209 shares; 2025Q1: 2,209 shares; 2025Q2: 2,214 shares; 2025Q3: 2,216 shares; 2025Q4: 2,217 shares; 2026Q1: 2,215 shares 2,215 $322K 0.03% -2 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: 195 shares; 2024Q4: 203 shares; 2025Q1: 224 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 215 shares 215 $317K 0.03% +2 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares 4,209 $306K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416 $305K 0.03% 0 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: 5,614 shares; 2024Q4: 5,930 shares; 2025Q1: 5,592 shares; 2025Q2: 5,897 shares; 2025Q3: 5,924 shares; 2025Q4: 5,878 shares; 2026Q1: 5,627 shares 5,627 $297K 0.03% -251 Timeline EMLP 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: 6,775 shares; 2024Q4: 6,775 shares; 2025Q1: 6,775 shares; 2025Q2: 6,775 shares; 2025Q3: 6,775 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares 6,775 $296K 0.03% 0 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: 576 shares; 2024Q4: 570 shares; 2025Q1: 521 shares; 2025Q2: 524 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 523 shares 523 $295K 0.03% +1 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: 131 shares; 2025Q1: 293 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 291 shares; 2026Q1: 302 shares 302 $290K 0.03% +11 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 436 shares; 2025Q1: 433 shares; 2025Q2: 1,735 shares; 2025Q3: 5,275 shares; 2025Q4: 8,346 shares; 2026Q1: 12,437 shares 12,437 $280K 0.03% +4,091 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: 1,304 shares; 2024Q4: 1,288 shares; 2025Q1: 1,269 shares; 2025Q2: 1,253 shares; 2025Q3: 1,239 shares; 2025Q4: 1,196 shares; 2026Q1: 1,140 shares 1,140 $277K 0.03% -56 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: 1,385 shares; 2024Q4: 1,379 shares; 2025Q1: 1,388 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 1,399 shares 1,399 $277K 0.03% +15 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: 1,768 shares; 2024Q4: 1,760 shares; 2025Q1: 1,480 shares; 2025Q2: 1,243 shares; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,083 shares 1,083 $264K 0.03% -19 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: 1,913 shares; 2024Q4: 1,880 shares; 2025Q1: 1,896 shares; 2025Q2: 1,878 shares; 2025Q3: 1,941 shares; 2025Q4: 1,947 shares; 2026Q1: 1,975 shares 1,975 $259K 0.03% +28 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,279 shares; 2025Q1: 3,416 shares; 2025Q2: 3,912 shares; 2025Q3: 4,522 shares; 2025Q4: 4,956 shares; 2026Q1: 5,412 shares 5,412 $249K 0.02% +456 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares; 2026Q1: 1,797 shares 1,797 $249K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,910 shares 4,910 $248K 0.02% new 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: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 192 shares; 2026Q1: 430 shares 430 $248K 0.02% +238 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: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,087 shares; 2025Q2: 1,036 shares; 2025Q3: 1,037 shares; 2025Q4: 1,038 shares; 2026Q1: 1,048 shares 1,048 $241K 0.02% +10 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: 229 shares; 2024Q4: 220 shares; 2025Q1: 280 shares; 2025Q2: 227 shares; 2025Q3: 347 shares; 2025Q4: 1,305 shares; 2026Q1: 1,751 shares 1,751 $240K 0.02% +446 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 411 shares; 2025Q1: 487 shares; 2025Q2: 821 shares; 2025Q3: 981 shares; 2025Q4: 1,174 shares; 2026Q1: 1,587 shares 1,587 $229K 0.02% +413 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 24 shares; 2025Q1: 521 shares; 2025Q2: 527 shares; 2025Q3: 1,035 shares; 2025Q4: 1,036 shares; 2026Q1: 860 shares 860 $228K 0.02% -176 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: 93 shares; 2024Q4: 95 shares; 2025Q1: 252 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 252 shares; 2026Q1: 253 shares 253 $226K 0.02% +1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 204 shares; 2025Q1: 883 shares; 2025Q2: 1,303 shares; 2025Q3: 1,544 shares; 2025Q4: 1,700 shares; 2026Q1: 1,571 shares 1,571 $219K 0.02% -129 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 385 shares; 2025Q1: 413 shares; 2025Q2: 476 shares; 2025Q3: 539 shares; 2025Q4: 647 shares; 2026Q1: 815 shares 815 $217K 0.02% +168 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: 911 shares; 2024Q4: 1,304 shares; 2025Q1: 1,388 shares; 2025Q2: 1,402 shares; 2025Q3: 1,415 shares; 2025Q4: 1,452 shares; 2026Q1: 1,465 shares 1,465 $214K 0.02% +13 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 123 shares; 2025Q3: 328 shares; 2025Q4: 442 shares; 2026Q1: 1,026 shares 1,026 $212K 0.02% +584 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,098 shares; 2026Q1: 1,041 shares 1,041 $212K 0.02% -57 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,550 shares; 2025Q1: 1,515 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,599 shares 1,599 $202K 0.02% +4 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,322 shares; 2025Q1: 2,308 shares; 2025Q2: 2,172 shares; 2025Q3: 2,166 shares; 2025Q4: 2,157 shares; 2026Q1: 3,555 shares 3,555 $200K 0.02% +1,398 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,824 shares; 2025Q1: 2,669 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,797 shares; 2026Q1: 1,684 shares 1,684 $199K 0.02% -113 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: 55 shares; 2024Q4: 54 shares; 2025Q1: 149 shares; 2025Q2: 2,148 shares; 2025Q3: 2,151 shares; 2025Q4: 2,150 shares; 2026Q1: 2,148 shares 2,148 $198K 0.02% -2 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,245 shares; 2025Q1: 2,281 shares; 2025Q2: 2,272 shares; 2025Q3: 2,239 shares; 2025Q4: 2,030 shares; 2026Q1: 2,034 shares 2,034 $196K 0.02% +4 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: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,583 shares; 2025Q4: 1,036 shares; 2026Q1: 450 shares 450 $194K 0.02% -586 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: 4,511 shares; 2024Q4: 3,227 shares; 2025Q1: 4,492 shares; 2025Q2: 4,129 shares; 2025Q3: 4,117 shares; 2025Q4: 4,298 shares; 2026Q1: 4,308 shares 4,308 $190K 0.02% +10 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,131 shares; 2025Q1: 1,071 shares; 2025Q2: 1,048 shares; 2025Q3: 1,051 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares 1,051 $189K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,359 shares; 2025Q1: 2,346 shares; 2025Q2: 2,351 shares; 2025Q3: 2,342 shares; 2025Q4: 2,354 shares; 2026Q1: 2,282 shares 2,282 $186K 0.02% -72 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: 1,960 shares; 2024Q4: 2,095 shares; 2025Q1: 2,126 shares; 2025Q2: 2,101 shares; 2025Q3: 2,093 shares; 2025Q4: 1,919 shares; 2026Q1: 1,390 shares 1,390 $183K 0.02% -529 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 446 shares; 2025Q1: 1,046 shares; 2025Q2: 1,039 shares; 2025Q3: 1,020 shares; 2025Q4: 1,023 shares; 2026Q1: 1,029 shares 1,029 $178K 0.02% +6 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 816 shares; 2025Q1: 847 shares; 2025Q2: 834 shares; 2025Q3: 848 shares; 2025Q4: 836 shares; 2026Q1: 846 shares 846 $176K 0.02% +10 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,832 shares; 2025Q1: 1,821 shares; 2025Q2: 1,810 shares; 2025Q3: 1,793 shares; 2025Q4: 1,932 shares; 2026Q1: 1,918 shares 1,918 $173K 0.02% -14 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: 916 shares; 2024Q4: 914 shares; 2025Q1: 663 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 660 shares; 2026Q1: 591 shares 591 $172K 0.02% -69 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 212 shares; 2025Q1: 206 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 852 shares; 2026Q1: 1,900 shares 1,900 $171K 0.02% +1,048 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: 5,629 shares; 2024Q4: 5,594 shares; 2025Q1: 5,597 shares; 2025Q2: 5,504 shares; 2025Q3: 5,608 shares; 2025Q4: 5,641 shares; 2026Q1: 5,778 shares 5,778 $167K 0.02% +137 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: 1,527 shares; 2024Q4: 1,546 shares; 2025Q1: 1,559 shares; 2025Q2: 1,556 shares; 2025Q3: 1,302 shares; 2025Q4: 1,161 shares; 2026Q1: 670 shares 670 $166K 0.02% -491 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,641 shares; 2025Q1: 1,666 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,654 shares; 2026Q1: 1,691 shares 1,691 $163K 0.02% +37 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: 105 shares; 2024Q4: 116 shares; 2025Q1: 416 shares; 2025Q2: 404 shares; 2025Q3: 400 shares; 2025Q4: 401 shares; 2026Q1: 415 shares 415 $162K 0.02% +14 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: 956 shares; 2024Q4: 963 shares; 2025Q1: 942 shares; 2025Q2: 938 shares; 2025Q3: 944 shares; 2025Q4: 955 shares; 2026Q1: 975 shares 975 $161K 0.02% +20 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: 1,070 shares; 2024Q4: 919 shares; 2025Q1: 922 shares; 2025Q2: 921 shares; 2025Q3: 971 shares; 2025Q4: 977 shares; 2026Q1: 970 shares 970 $160K 0.02% -7 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,587 shares; 2025Q1: 2,594 shares; 2025Q2: 2,596 shares; 2025Q3: 2,060 shares; 2025Q4: 2,057 shares; 2026Q1: 2,119 shares 2,119 $159K 0.02% +62 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,013 shares; 2025Q1: 1,009 shares; 2025Q2: 1,019 shares; 2025Q3: 1,014 shares; 2025Q4: 1,366 shares; 2026Q1: 1,616 shares 1,616 $158K 0.02% +250 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: 969 shares; 2024Q4: 719 shares; 2025Q1: 678 shares; 2025Q2: 657 shares; 2025Q3: 666 shares; 2025Q4: 674 shares; 2026Q1: 665 shares 665 $157K 0.02% -9 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: 594 shares; 2024Q4: 361 shares; 2025Q1: 547 shares; 2025Q2: 270 shares; 2025Q3: 225 shares; 2025Q4: 629 shares; 2026Q1: 1,595 shares 1,595 $157K 0.02% +966 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: 413 shares; 2024Q4: 414 shares; 2025Q1: 413 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 412 shares; 2026Q1: 2,161 shares 2,161 $156K 0.02% +1,749 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: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares 1,386 $154K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 196 shares; 2025Q1: 157 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 172 shares; 2026Q1: 392 shares 392 $154K 0.02% +220 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: 712 shares; 2024Q4: 781 shares; 2025Q1: 745 shares; 2025Q2: 806 shares; 2025Q3: 807 shares; 2025Q4: 806 shares; 2026Q1: 764 shares 764 $152K 0.01% -42 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: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 600 shares; 2026Q1: 541 shares 541 $151K 0.01% -59 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: 474 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 449 shares; 2025Q3: 450 shares; 2025Q4: 451 shares; 2026Q1: 452 shares 452 $149K 0.01% +1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares 1,948 $146K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 255 shares; 2025Q1: 506 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 916 shares; 2026Q1: 1,152 shares 1,152 $146K 0.01% +236 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 630 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 633 shares; 2026Q1: 656 shares 656 $144K 0.01% +23 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,443 shares; 2025Q1: 1,453 shares; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,500 shares; 2026Q1: 1,503 shares 1,503 $141K 0.01% +3 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: 1,396 shares; 2025Q1: 1,128 shares; 2025Q2: 1,119 shares; 2025Q3: 1,129 shares; 2025Q4: 1,130 shares; 2026Q1: 1,141 shares 1,141 $140K 0.01% +11 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares 633 $138K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,512 shares; 2025Q1: 4,187 shares; 2025Q2: 4,107 shares; 2025Q3: 4,201 shares; 2025Q4: 4,334 shares; 2026Q1: 3,668 shares 3,668 $137K 0.01% -666 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares 928 $135K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,172 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 928 shares; 2026Q1: 928 shares 928 $134K 0.01% 0 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: 150 shares; 2024Q4: 152 shares; 2025Q1: 154 shares; 2025Q2: 157 shares; 2025Q3: 153 shares; 2025Q4: 154 shares; 2026Q1: 155 shares 155 $134K 0.01% +1 Timeline TFLO 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: 9,999 shares; 2024Q4: 2,679 shares; 2025Q1: 2,503 shares; 2025Q2: 1,823 shares; 2025Q3: 2,671 shares; 2025Q4: 2,380 shares; 2026Q1: 2,636 shares 2,636 $133K 0.01% +256 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 699 shares; 2025Q1: 627 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 676 shares 676 $133K 0.01% -53 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: 277 shares; 2024Q4: 276 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 523 shares; 2025Q4: 529 shares; 2026Q1: 275 shares 275 $127K 0.01% -254 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,725 shares; 2025Q1: 1,415 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,199 shares; 2026Q1: 1,197 shares 1,197 $123K 0.01% -2 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: 475 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 469 shares; 2025Q3: 468 shares; 2025Q4: 471 shares; 2026Q1: 935 shares 935 $122K 0.01% +464 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $121K 0.01% 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: 192 shares; 2024Q4: 196 shares; 2025Q1: 406 shares; 2025Q2: 196 shares; 2025Q3: 186 shares; 2025Q4: 189 shares; 2026Q1: 257 shares 257 $115K 0.01% +68 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: 356 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 363 shares; 2025Q3: 361 shares; 2025Q4: 362 shares; 2026Q1: 364 shares 364 $114K 0.01% +2 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 77 shares; 2025Q1: 98 shares; 2025Q2: 104 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 1,037 shares 1,037 $114K 0.01% +933 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $114K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 316 shares; 2026Q1: 317 shares 317 $113K 0.01% +1 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: 895 shares; 2024Q4: 784 shares; 2025Q1: 504 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 475 shares; 2026Q1: 539 shares 539 $113K 0.01% +64 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 2,959 shares; 2025Q1: 3,122 shares; 2025Q2: 2,904 shares; 2025Q3: 1,676 shares; 2025Q4: 789 shares; 2026Q1: 2,237 shares 2,237 $113K 0.01% +1,448 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 1,372 shares; 2025Q1: 2,554 shares; 2025Q2: 3,547 shares; 2025Q3: 3,778 shares; 2025Q4: 3,697 shares; 2026Q1: 2,479 shares 2,479 $112K 0.01% -1,218 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: 390 shares; 2024Q4: 385 shares; 2025Q1: 505 shares; 2025Q2: 496 shares; 2025Q3: 495 shares; 2025Q4: 501 shares; 2026Q1: 563 shares 563 $112K 0.01% +62 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: 306 shares; 2024Q4: 378 shares; 2025Q1: 327 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 393 shares; 2026Q1: 404 shares 404 $109K 0.01% +11 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: 192 shares; 2024Q4: 400 shares; 2025Q1: 692 shares; 2025Q2: 658 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 677 shares 677 $109K 0.01% +15 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: 2,217 shares; 2024Q4: 2,052 shares; 2025Q1: 1,732 shares; 2025Q2: 1,669 shares; 2025Q3: 1,497 shares; 2025Q4: 1,441 shares; 2026Q1: 1,205 shares 1,205 $108K 0.01% -236 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 251 shares; 2025Q1: 321 shares; 2025Q2: 468 shares; 2025Q3: 469 shares; 2025Q4: 466 shares; 2026Q1: 323 shares 323 $108K 0.01% -143 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: 231 shares; 2024Q4: 224 shares; 2025Q1: 205 shares; 2025Q2: 118 shares; 2025Q3: 184 shares; 2025Q4: 209 shares; 2026Q1: 219 shares 219 $108K 0.01% +10 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: 503 shares; 2024Q4: 513 shares; 2025Q1: 921 shares; 2025Q2: 475 shares; 2025Q3: 432 shares; 2025Q4: 434 shares; 2026Q1: 437 shares 437 $106K 0.01% +3 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,428 shares; 2025Q1: 3,492 shares; 2025Q2: 3,570 shares; 2025Q3: 3,648 shares; 2025Q4: 3,728 shares; 2026Q1: 3,804 shares 3,804 $103K 0.01% +76 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 9 shares; 2026Q1: 15 shares 15 $98.8K 0.01% +6 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: 602 shares; 2024Q4: 610 shares; 2025Q1: 511 shares; 2025Q2: 489 shares; 2025Q3: 487 shares; 2025Q4: 465 shares; 2026Q1: 430 shares 430 $97.2K 0.01% -35 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: 2,615 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,238 shares; 2025Q3: 2,904 shares; 2025Q4: 2,150 shares; 2026Q1: 818 shares 818 $97K 0.01% -1,332 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 3,782 shares; 2025Q1: 4,263 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 4,223 shares; 2026Q1: 3,650 shares 3,650 $95.3K 0.01% -573 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: 674 shares; 2024Q4: 686 shares; 2025Q1: 680 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 692 shares; 2026Q1: 700 shares 700 $95.2K 0.01% +8 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $93.2K 0.01% 0 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: 176 shares; 2024Q4: 175 shares; 2025Q1: 290 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 1,420 shares; 2026Q1: 876 shares 876 $91.6K 0.01% -544 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares 1,867 $90.5K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,407 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,399 shares 1,399 $89K 0.01% +6 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 348 shares; 2025Q1: 327 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 321 shares; 2026Q1: 321 shares 321 $88.3K 0.01% 0 Timeline SCKT SOCKET MOBILE INC More: the full row for SOCKET MOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 21,542 shares; 2025Q1: 21,542 shares; 2025Q2: 21,542 shares; 2025Q3: 30,542 shares; 2025Q4: 96,917 shares; 2026Q1: 101,560 shares 101,560 $88.2K 0.01% +4,643 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: 672 shares; 2025Q1: 669 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 674 shares 674 $87.5K 0.01% +1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 303 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 305 shares; 2026Q1: 312 shares 312 $86.7K 0.01% +7 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $86.6K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 737 shares; 2025Q1: 2,130 shares; 2025Q2: 1,891 shares; 2025Q3: 3,107 shares; 2025Q4: 4,355 shares; 2026Q1: 4,439 shares 4,439 $85.3K 0.01% +84 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: 80 shares; 2024Q4: 81 shares; 2025Q1: 77 shares; 2025Q2: 78 shares; 2025Q3: 82 shares; 2025Q4: 72 shares; 2026Q1: 86 shares 86 $84.3K 0.01% +14 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 133 shares; 2025Q4: 134 shares; 2026Q1: 131 shares 131 $84K 0.01% -3 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 162 shares; 2025Q1: 281 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 493 shares; 2026Q1: 494 shares 494 $83.5K 0.01% +1 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: 994 shares; 2024Q4: 438 shares; 2025Q1: 1,013 shares; 2025Q2: 1,246 shares; 2025Q3: 1,250 shares; 2025Q4: 1,245 shares; 2026Q1: 1,144 shares 1,144 $82.3K 0.01% -101 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 194 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 197 shares; 2026Q1: 196 shares 196 $81.7K 0.01% -1 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $81.5K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 990 shares; 2025Q1: 973 shares; 2025Q2: 981 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,092 shares 1,092 $79.5K 0.01% +15 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: 190 shares; 2024Q4: 191 shares; 2025Q1: 192 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 192 shares; 2026Q1: 186 shares 186 $79.1K 0.01% -6 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,069 shares; 2025Q1: 789 shares; 2025Q2: 803 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 809 shares 809 $78.6K 0.01% +12 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: 143 shares; 2024Q4: 143 shares; 2025Q1: 142 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $78.6K 0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 268 shares 268 $77K 0.01% +250 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: 1,389 shares; 2024Q4: 1,305 shares; 2025Q1: 747 shares; 2025Q2: 142 shares; 2025Q3: 161 shares; 2025Q4: 202 shares; 2026Q1: 192 shares 192 $76.4K 0.01% -10 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: 244 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 398 shares; 2025Q3: 408 shares; 2025Q4: 411 shares; 2026Q1: 418 shares 418 $76.3K 0.01% +7 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $76K 0.01% 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: 579 shares; 2024Q4: 441 shares; 2025Q1: 376 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 359 shares; 2026Q1: 364 shares 364 $75.7K 0.01% +5 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: 221 shares; 2024Q4: 220 shares; 2025Q1: 212 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 220 shares; 2026Q1: 263 shares 263 $75.5K 0.01% +43 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 283 shares; 2025Q1: 300 shares; 2025Q2: 291 shares; 2025Q3: 295 shares; 2025Q4: 305 shares; 2026Q1: 257 shares 257 $75.2K 0.01% -48 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: 735 shares; 2024Q4: 586 shares; 2025Q1: 621 shares; 2025Q2: 664 shares; 2025Q3: 667 shares; 2025Q4: 670 shares; 2026Q1: 678 shares 678 $73.4K 0.01% +8 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 217 shares; 2025Q1: 727 shares; 2025Q2: 1,046 shares; 2025Q3: 1,263 shares; 2025Q4: 1,224 shares; 2026Q1: 583 shares 583 $73.4K 0.01% -641 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: 198 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 306 shares 306 $73.3K 0.01% +109 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $72.3K 0.01% 0 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: 2,699 shares; 2024Q4: 3,155 shares; 2025Q1: 2,643 shares; 2025Q2: 1,021 shares; 2025Q3: 1,171 shares; 2025Q4: 1,124 shares; 2026Q1: 1,185 shares 1,185 $71.9K 0.01% +61 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: 2,731 shares; 2024Q4: 2,756 shares; 2025Q1: 2,431 shares; 2025Q2: 1,832 shares; 2025Q3: 1,875 shares; 2025Q4: 1,895 shares; 2026Q1: 1,740 shares 1,740 $71.4K 0.01% -155 Timeline PSI 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $70.8K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 215 shares; 2025Q2: 113 shares; 2025Q3: 92 shares; 2025Q4: 189 shares; 2026Q1: 469 shares 469 $70.3K 0.01% +280 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 172 shares; 2025Q1: 173 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 182 shares; 2026Q1: 332 shares 332 $69.4K 0.01% +150 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: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $69.3K 0.01% 0 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: 819 shares; 2024Q4: 817 shares; 2025Q1: 763 shares; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 666 shares; 2026Q1: 602 shares 602 $69.2K 0.01% -64 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 314 shares; 2025Q1: 281 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 407 shares; 2026Q1: 421 shares 421 $69.1K 0.01% +14 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 959 shares; 2025Q1: 970 shares; 2025Q2: 971 shares; 2025Q3: 903 shares; 2025Q4: 905 shares; 2026Q1: 895 shares 895 $69K 0.01% -10 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: 438 shares; 2024Q4: 433 shares; 2025Q1: 501 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 425 shares; 2026Q1: 437 shares 437 $68.7K 0.01% +12 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 1,758 shares; 2025Q1: 1,766 shares; 2025Q2: 1,760 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,747 shares 1,747 $68.5K 0.01% +19 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 564 shares; 2025Q1: 755 shares; 2025Q2: 850 shares; 2025Q3: 826 shares; 2025Q4: 827 shares; 2026Q1: 295 shares 295 $68.1K 0.01% -532 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: 73 shares; 2024Q4: 64 shares; 2025Q1: 60 shares; 2025Q2: 50 shares; 2025Q3: 28 shares; 2025Q4: 16 shares; 2026Q1: 15 shares 15 $63.2K 0.01% -1 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: 700 shares; 2024Q4: 835 shares; 2025Q1: 720 shares; 2025Q2: 678 shares; 2025Q3: 663 shares; 2025Q4: 686 shares; 2026Q1: 635 shares 635 $62.9K 0.01% -51 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 2,522 shares; 2025Q1: 3,383 shares; 2025Q2: 3,774 shares; 2025Q3: 3,258 shares; 2025Q4: 2,404 shares; 2026Q1: 1,337 shares 1,337 $62.7K 0.01% -1,067 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: 175 shares; 2024Q4: 174 shares; 2025Q1: 183 shares; 2025Q2: 179 shares; 2025Q3: 180 shares; 2025Q4: 181 shares; 2026Q1: 182 shares 182 $62.5K 0.01% +1 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 912 shares 912 $62.3K 0.01% -78 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 788 shares; 2025Q1: 632 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 289 shares; 2026Q1: 290 shares 290 $61.3K 0.01% +1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 401 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 300 shares 300 $59.5K 0.01% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 72 shares; 2025Q1: 75 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 92 shares; 2026Q1: 166 shares 166 $58.7K 0.01% +74 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: 87 shares; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 40 shares; 2025Q3: 62 shares; 2025Q4: 78 shares; 2026Q1: 76 shares 76 $58.7K 0.01% -2 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 715 shares; 2026Q1: 714 shares 714 $58.5K 0.01% -1 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: 147 shares; 2024Q4: 144 shares; 2025Q1: 142 shares; 2025Q2: 146 shares; 2025Q3: 150 shares; 2025Q4: 155 shares; 2026Q1: 147 shares 147 $58.3K 0.01% -8 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $56.6K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 297 shares; 2026Q1: 347 shares 347 $56.4K 0.01% +50 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 128 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 128 shares 128 $55.5K 0.01% +3 Timeline MGK 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: 835 shares; 2024Q4: 835 shares; 2025Q1: 398 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 150 shares 150 $55.1K 0.01% -42 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 271 shares; 2025Q1: 261 shares; 2025Q2: 280 shares; 2025Q3: 295 shares; 2025Q4: 302 shares; 2026Q1: 321 shares 321 $54.7K 0.01% +19 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: 101 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 86 shares 86 $54.6K 0.01% +5 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: 2,263 shares; 2024Q4: 2,224 shares; 2025Q1: 1,565 shares; 2025Q2: 1,550 shares; 2025Q3: 1,593 shares; 2025Q4: 1,594 shares; 2026Q1: 1,613 shares 1,613 $54.1K 0.01% +19 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 440 shares; 2025Q1: 395 shares; 2025Q2: 239 shares; 2025Q3: 266 shares; 2025Q4: 1,159 shares; 2026Q1: 1,378 shares 1,378 $53.7K 0.01% +219 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: 334 shares; 2024Q4: 331 shares; 2025Q1: 337 shares; 2025Q2: 354 shares; 2025Q3: 404 shares; 2025Q4: 407 shares; 2026Q1: 403 shares 403 $52.8K 0.01% -4 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 26 shares; 2025Q1: 24 shares; 2025Q2: 36 shares; 2025Q3: 41 shares; 2025Q4: 44 shares; 2026Q1: 41 shares 41 $51.7K 0.01% -3 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: 402 shares; 2024Q4: 413 shares; 2025Q1: 375 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 391 shares 391 $51.3K 0.01% +14 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: 548 shares; 2024Q4: 516 shares; 2025Q1: 559 shares; 2025Q2: 307 shares; 2025Q3: 256 shares; 2025Q4: 295 shares; 2026Q1: 268 shares 268 $50.8K <0.01% -27 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: 818 shares; 2024Q4: 824 shares; 2025Q1: 831 shares; 2025Q2: 884 shares; 2025Q3: 860 shares; 2025Q4: 842 shares; 2026Q1: 805 shares 805 $50.5K <0.01% -37 Timeline NIO NIO INC More: the full row for NIO 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: 8,303 shares; 2026Q1: 8,303 shares 8,303 $50.1K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 238 shares; 2026Q1: 237 shares 237 $50K <0.01% -1 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: 822 shares; 2024Q4: 752 shares; 2025Q1: 746 shares; 2025Q2: 699 shares; 2025Q3: 706 shares; 2025Q4: 670 shares; 2026Q1: 850 shares 850 $50K <0.01% +180 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: 282 shares; 2024Q4: 280 shares; 2025Q1: 306 shares; 2025Q2: 315 shares; 2025Q3: 297 shares; 2025Q4: 257 shares; 2026Q1: 289 shares 289 $49.9K <0.01% +32 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 109 shares; 2025Q1: 133 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 128 shares 128 $48.6K <0.01% -1 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: 679 shares; 2024Q4: 604 shares; 2025Q1: 590 shares; 2025Q2: 583 shares; 2025Q3: 576 shares; 2025Q4: 591 shares; 2026Q1: 569 shares 569 $48.5K <0.01% -22 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: 101 shares; 2024Q4: 100 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 101 shares; 2026Q1: 111 shares 111 $48.4K <0.01% +10 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 244 shares; 2025Q3: 248 shares; 2025Q4: 250 shares; 2026Q1: 259 shares 259 $48.3K <0.01% +9 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: 219 shares; 2024Q4: 215 shares; 2025Q1: 216 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $48.3K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 343 shares; 2025Q1: 351 shares; 2025Q2: 310 shares; 2025Q3: 115 shares; 2025Q4: 58 shares; 2026Q1: 407 shares 407 $48.1K <0.01% +349 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 587 shares; 2025Q1: 588 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 586 shares; 2026Q1: 587 shares 587 $48K <0.01% +1 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: 136 shares; 2024Q4: 134 shares; 2025Q1: 130 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 137 shares 137 $47.3K <0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 785 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 761 shares; 2026Q1: 763 shares 763 $47.2K <0.01% +2 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 208 shares; 2025Q1: 237 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 259 shares 259 $46.7K <0.01% +11 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: 358 shares; 2024Q4: 357 shares; 2025Q1: 363 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 718 shares; 2026Q1: 1,003 shares 1,003 $46.5K <0.01% +285 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: 155 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 150 shares; 2026Q1: 153 shares 153 $46.5K <0.01% +3 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: 684 shares; 2024Q4: 436 shares; 2025Q1: 454 shares; 2025Q2: 307 shares; 2025Q3: 318 shares; 2025Q4: 334 shares; 2026Q1: 348 shares 348 $46K <0.01% +14 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: 749 shares; 2024Q4: 743 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 750 shares 750 $45.8K <0.01% +4 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 524 shares; 2025Q1: 418 shares; 2025Q2: 425 shares; 2025Q3: 423 shares; 2025Q4: 421 shares; 2026Q1: 404 shares 404 $45.7K <0.01% -17 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: 210 shares; 2024Q4: 452 shares; 2025Q1: 741 shares; 2025Q2: 703 shares; 2025Q3: 615 shares; 2025Q4: 630 shares; 2026Q1: 636 shares 636 $45.7K <0.01% +6 Timeline XT 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667 $45.5K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 79 shares; 2026Q1: 77 shares 77 $45.3K <0.01% -2 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: 392 shares; 2024Q4: 397 shares; 2025Q1: 406 shares; 2025Q2: 388 shares; 2025Q3: 389 shares; 2025Q4: 391 shares; 2026Q1: 392 shares 392 $45.3K <0.01% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,129 shares; 2025Q1: 1,133 shares; 2025Q2: 666 shares; 2025Q3: 667 shares; 2025Q4: 669 shares; 2026Q1: 677 shares 677 $45K <0.01% +8 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 617 shares; 2025Q1: 615 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 641 shares; 2026Q1: 530 shares 530 $44.4K <0.01% -111 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 395 shares; 2026Q1: 393 shares 393 $44.2K <0.01% -2 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: 694 shares; 2024Q4: 552 shares; 2025Q1: 577 shares; 2025Q2: 608 shares; 2025Q3: 708 shares; 2025Q4: 709 shares; 2026Q1: 719 shares 719 $44K <0.01% +10 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,047 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 893 shares; 2026Q1: 896 shares 896 $43.9K <0.01% +3 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 302 shares; 2025Q1: 299 shares; 2025Q2: 295 shares; 2025Q3: 297 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $43.1K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,116 shares; 2025Q1: 2,108 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,015 shares; 2026Q1: 2,120 shares 2,120 $42.5K <0.01% +105 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: 1,098 shares; 2024Q4: 951 shares; 2025Q1: 843 shares; 2025Q2: 806 shares; 2025Q3: 808 shares; 2025Q4: 814 shares; 2026Q1: 808 shares 808 $42K <0.01% -6 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares 1,037 $41.2K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $41.1K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 808 shares; 2025Q1: 939 shares; 2025Q2: 926 shares; 2025Q3: 748 shares; 2025Q4: 568 shares; 2026Q1: 712 shares 712 $41K <0.01% +144 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 73 shares 73 $40.1K <0.01% +3 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 742 shares; 2025Q1: 1,089 shares; 2025Q2: 1,121 shares; 2025Q3: 1,052 shares; 2025Q4: 542 shares; 2026Q1: 377 shares 377 $39.6K <0.01% -165 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,180 shares; 2025Q1: 1,199 shares; 2025Q2: 1,021 shares; 2025Q3: 1,108 shares; 2025Q4: 1,028 shares; 2026Q1: 1,442 shares 1,442 $39.6K <0.01% +414 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,227 shares; 2025Q3: 1,214 shares; 2025Q4: 1,261 shares; 2026Q1: 1,182 shares 1,182 $39.2K <0.01% -79 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 729 shares; 2026Q1: 479 shares 479 $38.8K <0.01% -250 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382 shares; 2024Q4: 381 shares; 2025Q1: 355 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 375 shares; 2026Q1: 832 shares 832 $38.7K <0.01% +457 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 775 shares; 2025Q3: 718 shares; 2025Q4: 728 shares; 2026Q1: 742 shares 742 $38.1K <0.01% +14 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 623 shares; 2025Q1: 626 shares; 2025Q2: 597 shares; 2025Q3: 583 shares; 2025Q4: 282 shares; 2026Q1: 683 shares 683 $38.1K <0.01% +401 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $38K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 160 shares; 2026Q1: 164 shares 164 $37.8K <0.01% +4 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: 59 shares; 2024Q4: 65 shares; 2025Q1: 67 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 68 shares; 2026Q1: 67 shares 67 $37.6K <0.01% -1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 224 shares; 2025Q1: 207 shares; 2025Q2: 211 shares; 2025Q3: 199 shares; 2025Q4: 223 shares; 2026Q1: 276 shares 276 $37.6K <0.01% +53 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 560 shares; 2025Q1: 566 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 534 shares; 2026Q1: 533 shares 533 $36.9K <0.01% -1 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: 74 shares; 2024Q4: 77 shares; 2025Q1: 97 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 145 shares 145 $36.3K <0.01% +20 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $36.2K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: 259 shares; 2025Q1: 276 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 262 shares; 2026Q1: 265 shares 265 $35.9K <0.01% +3 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 229 shares; 2025Q1: 227 shares; 2025Q2: 228 shares; 2025Q3: 225 shares; 2025Q4: 194 shares; 2026Q1: 376 shares 376 $34.6K <0.01% +182 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: 3,546 shares; 2025Q3: 1,000 shares; 2025Q4: 1,016 shares; 2026Q1: 1,000 shares 1,000 $34.4K <0.01% -16 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 333 shares; 2025Q1: 337 shares; 2025Q2: 333 shares; 2025Q3: 332 shares; 2025Q4: 323 shares; 2026Q1: 174 shares 174 $34.1K <0.01% -149 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 63 shares; 2025Q1: 69 shares; 2025Q2: 180 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 185 shares 185 $33.9K <0.01% -9 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 199 shares; 2025Q3: 201 shares; 2025Q4: 196 shares; 2026Q1: 199 shares 199 $33.7K <0.01% +3 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,181 shares; 2025Q1: 1,364 shares; 2025Q2: 1,357 shares; 2025Q3: 859 shares; 2025Q4: 1,625 shares; 2026Q1: 1,907 shares 1,907 $32.9K <0.01% +282 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 577 shares; 2025Q1: 308 shares; 2025Q2: 96 shares; 2025Q3: 90 shares; 2025Q4: 108 shares; 2026Q1: 172 shares 172 $32.6K <0.01% +64 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 123 shares; 2025Q1: 132 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 164 shares 164 $32.4K <0.01% +33 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 26 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 28 shares; 2026Q1: 29 shares 29 $31.6K <0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 245 shares; 2025Q1: 244 shares; 2025Q2: 251 shares; 2025Q3: 149 shares; 2025Q4: 150 shares; 2026Q1: 151 shares 151 $31.5K <0.01% +1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 121 shares; 2025Q1: 127 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 113 shares; 2026Q1: 106 shares 106 $31.4K <0.01% -7 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 130 shares; 2025Q1: 125 shares; 2025Q2: 124 shares; 2025Q3: 132 shares; 2025Q4: 136 shares; 2026Q1: 153 shares 153 $31.2K <0.01% +17 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,254 shares; 2025Q1: 1,228 shares; 2025Q2: 1,211 shares; 2025Q3: 1,201 shares; 2025Q4: 1,206 shares; 2026Q1: 1,201 shares 1,201 $31.1K <0.01% -5 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548 shares; 2024Q4: 541 shares; 2025Q1: 548 shares; 2025Q2: 544 shares; 2025Q3: 533 shares; 2025Q4: 507 shares; 2026Q1: 505 shares 505 $31K <0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares 317 $30.8K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 193 shares; 2025Q1: 161 shares; 2025Q2: 143 shares; 2025Q3: 136 shares; 2025Q4: 151 shares; 2026Q1: 156 shares 156 $30.5K <0.01% +5 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 414 shares; 2026Q1: 240 shares 240 $30.2K <0.01% -174 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 85 shares; 2025Q4: 84 shares; 2026Q1: 121 shares 121 $30.1K <0.01% +37 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 136 shares; 2026Q1: 140 shares 140 $30K <0.01% +4 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: 438 shares; 2024Q4: 415 shares; 2025Q1: 350 shares; 2025Q2: 604 shares; 2025Q3: 696 shares; 2025Q4: 693 shares; 2026Q1: 720 shares 720 $30K <0.01% +27 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 420 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $29.7K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 138 shares; 2025Q1: 142 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 132 shares; 2026Q1: 137 shares 137 $29.7K <0.01% +5 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 352 shares; 2025Q1: 226 shares; 2025Q2: 229 shares; 2025Q3: 233 shares; 2025Q4: 182 shares; 2026Q1: 190 shares 190 $29.5K <0.01% +8 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: 321 shares; 2024Q4: 417 shares; 2025Q1: 405 shares; 2025Q2: 522 shares; 2025Q3: 506 shares; 2025Q4: 455 shares; 2026Q1: 450 shares 450 $29.2K <0.01% -5 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 351 shares; 2025Q1: 377 shares; 2025Q2: 421 shares; 2025Q3: 392 shares; 2025Q4: 395 shares; 2026Q1: 396 shares 396 $28.7K <0.01% +1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 105 shares; 2025Q1: 117 shares; 2025Q2: 119 shares; 2025Q3: 125 shares; 2025Q4: 127 shares; 2026Q1: 132 shares 132 $28.6K <0.01% +5 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 584 shares; 2025Q1: 637 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 558 shares 558 $28.5K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 466 shares; 2025Q1: 463 shares; 2025Q2: 393 shares; 2025Q3: 397 shares; 2025Q4: 398 shares; 2026Q1: 400 shares 400 $28.5K <0.01% +2 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: 113 shares; 2024Q4: 109 shares; 2025Q1: 108 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 113 shares 113 $28.2K <0.01% +2 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262 shares; 2026Q1: 243 shares 243 $28K <0.01% -19 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 149 shares; 2025Q3: 150 shares; 2025Q4: 143 shares; 2026Q1: 155 shares 155 $27.9K <0.01% +12 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 424 shares; 2026Q1: 426 shares 426 $27.8K <0.01% +2 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 284 shares; 2026Q1: 285 shares 285 $27.3K <0.01% +1 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 360 shares; 2025Q1: 298 shares; 2025Q2: 290 shares; 2025Q3: 296 shares; 2025Q4: 295 shares; 2026Q1: 312 shares 312 $27.1K <0.01% +17 Timeline BRBS BLUE RIDGE BANKSHARES INC VA More: the full row for BLUE RIDGE BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 6,451 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares 6,451 $27.1K <0.01% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 172 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $27.1K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 18 shares; 2026Q1: 8 shares 8 $27K <0.01% -10 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 10 shares; 2026Q1: 20 shares 20 $26.4K <0.01% +10 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 56 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 81 shares; 2025Q4: 82 shares; 2026Q1: 77 shares 77 $26.4K <0.01% -5 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 123 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 136 shares; 2026Q1: 150 shares 150 $26.3K <0.01% +14 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 141 shares 141 $26K <0.01% +3 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: 87 shares; 2024Q4: 89 shares; 2025Q1: 94 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 72 shares 72 $25.8K <0.01% -1 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: 120 shares; 2024Q4: 122 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 124 shares 124 $25.7K <0.01% +3 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 90 shares; 2025Q1: 91 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $25.3K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 274 shares; 2025Q1: 254 shares; 2025Q2: 305 shares; 2025Q3: 306 shares; 2025Q4: 308 shares; 2026Q1: 315 shares 315 $25.2K <0.01% +7 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 285 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 285 shares; 2026Q1: 296 shares 296 $25.1K <0.01% +11 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 88 shares; 2026Q1: 163 shares 163 $24.9K <0.01% +75 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: 31 shares; 2024Q4: 28 shares; 2025Q1: 40 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $24.8K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 320 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 319 shares 319 $24.7K <0.01% +1 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 80 shares; 2025Q3: 79 shares; 2025Q4: 82 shares; 2026Q1: 84 shares 84 $24.4K <0.01% +2 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 243 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 210 shares 210 $23.9K <0.01% +4 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 334 shares; 2026Q1: 333 shares 333 $23.9K <0.01% -1 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578 shares; 2024Q4: 357 shares; 2025Q1: 441 shares; 2025Q2: 430 shares; 2025Q3: 413 shares; 2025Q4: 384 shares; 2026Q1: 290 shares 290 $23.6K <0.01% -94 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619 shares; 2024Q4: 751 shares; 2025Q1: 617 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 957 shares; 2026Q1: 986 shares 986 $23.5K <0.01% +29 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 193 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 196 shares; 2026Q1: 202 shares 202 $23.4K <0.01% +6 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $23.2K <0.01% 0 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: 1,356 shares; 2024Q4: 530 shares; 2025Q1: 1,278 shares; 2025Q2: 1,898 shares; 2025Q3: 1,914 shares; 2025Q4: 1,930 shares; 2026Q1: 2,001 shares 2,001 $23.1K <0.01% +71 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $23.1K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 135 shares; 2025Q1: 131 shares; 2025Q2: 141 shares; 2025Q3: 145 shares; 2025Q4: 147 shares; 2026Q1: 152 shares 152 $22.9K <0.01% +5 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 629 shares; 2025Q1: 630 shares; 2025Q2: 622 shares; 2025Q3: 619 shares; 2025Q4: 647 shares; 2026Q1: 640 shares 640 $22.8K <0.01% -7 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,307 shares; 2025Q1: 2,297 shares; 2025Q2: 1,958 shares; 2025Q3: 1,151 shares; 2025Q4: 535 shares; 2026Q1: 497 shares 497 $22.8K <0.01% -38 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 107 shares; 2025Q1: 71 shares; 2025Q2: 112 shares; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $22.7K <0.01% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $22.6K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,687 shares; 2024Q4: 31,889 shares; 2025Q1: 29,782 shares; 2025Q2: 30,458 shares; 2025Q3: 693 shares; 2025Q4: 824 shares; 2026Q1: 690 shares 690 $22.6K <0.01% -134 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 171 shares; 2025Q2: 168 shares; 2025Q3: 166 shares; 2025Q4: 172 shares; 2026Q1: 154 shares 154 $22.5K <0.01% -18 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,498 shares; 2025Q1: 1,519 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,449 shares; 2026Q1: 1,431 shares 1,431 $22.4K <0.01% -18 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 57 shares; 2025Q1: 61 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 83 shares; 2026Q1: 108 shares 108 $22.3K <0.01% +25 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 84 shares; 2025Q1: 85 shares; 2025Q2: 86 shares; 2025Q3: 91 shares; 2025Q4: 75 shares; 2026Q1: 108 shares 108 $21.9K <0.01% +33 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: 2,590 shares; 2024Q4: 2,481 shares; 2025Q1: 291 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $21.8K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $21.6K <0.01% 0 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: 172 shares; 2024Q4: 112 shares; 2025Q1: 117 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $21.6K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $21.4K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 76 shares; 2025Q3: 70 shares; 2025Q4: 47 shares; 2026Q1: 75 shares 75 $21.3K <0.01% +28 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 50 shares; 2025Q1: 60 shares; 2025Q2: 63 shares; 2025Q3: 64 shares; 2025Q4: 63 shares; 2026Q1: 64 shares 64 $21.2K <0.01% +1 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 96 shares; 2025Q4: 45 shares; 2026Q1: 133 shares 133 $21.1K <0.01% +88 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 20 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 18 shares; 2025Q4: 26 shares; 2026Q1: 18 shares 18 $20.9K <0.01% -8 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,562 shares; 2025Q1: 576 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 148 shares; 2026Q1: 153 shares 153 $20.7K <0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $20.5K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 675 shares; 2025Q1: 503 shares; 2025Q2: 690 shares; 2025Q3: 634 shares; 2025Q4: 714 shares; 2026Q1: 637 shares 637 $20.4K <0.01% -77 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 48 shares; 2025Q1: 58 shares; 2025Q2: 24 shares; 2025Q3: 8 shares; 2025Q4: 612 shares; 2026Q1: 1,132 shares 1,132 $19.5K <0.01% +520 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 94 shares; 2025Q1: 92 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 72 shares; 2026Q1: 70 shares 70 $19K <0.01% -2 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 200 shares; 2025Q1: 190 shares; 2025Q2: 292 shares; 2025Q3: 294 shares; 2025Q4: 292 shares; 2026Q1: 293 shares 293 $18.9K <0.01% +1 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 55 shares 55 $18.9K <0.01% +1 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $18.8K <0.01% 0 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: 70 shares; 2024Q4: 73 shares; 2025Q1: 76 shares; 2025Q2: 73 shares; 2025Q3: 72 shares; 2025Q4: 68 shares; 2026Q1: 70 shares 70 $18.7K <0.01% +2 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 63 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 63 shares; 2026Q1: 65 shares 65 $18.3K <0.01% +2 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,148 shares; 2025Q1: 625 shares; 2025Q2: 613 shares; 2025Q3: 377 shares; 2025Q4: 371 shares; 2026Q1: 283 shares 283 $18.2K <0.01% -88 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 115 shares; 2025Q1: 106 shares; 2025Q2: 108 shares; 2025Q3: 115 shares; 2025Q4: 110 shares; 2026Q1: 120 shares 120 $18K <0.01% +10 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 311 shares; 2025Q1: 308 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 311 shares 311 $17.9K <0.01% +6 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 349 shares; 2025Q1: 350 shares; 2025Q2: 344 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $17.9K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 30 shares; 2025Q1: 35 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $17.8K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 101 shares; 2025Q1: 103 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 113 shares 113 $17.6K <0.01% +2 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 55 shares; 2025Q1: 54 shares; 2025Q2: 66 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 59 shares 59 $17.6K <0.01% +11 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 59 shares; 2025Q1: 72 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 62 shares 62 $17.5K <0.01% +3 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 234 shares; 2025Q1: 220 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 220 shares 220 $17.5K <0.01% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 79 shares; 2025Q1: 137 shares; 2025Q2: 153 shares; 2025Q3: 151 shares; 2025Q4: 148 shares; 2026Q1: 147 shares 147 $17.5K <0.01% -1 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 164 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 121 shares; 2025Q4: 158 shares; 2026Q1: 184 shares 184 $17.2K <0.01% +26 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 54 shares; 2025Q1: 53 shares; 2025Q2: 48 shares; 2025Q3: 24 shares; 2025Q4: 35 shares; 2026Q1: 79 shares 79 $17.1K <0.01% +44 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 37 shares; 2025Q1: 34 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 62 shares 62 $16.9K <0.01% +21 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 183 shares; 2025Q1: 107 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 270 shares 270 $16.7K <0.01% -22 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 73 shares; 2025Q1: 88 shares; 2025Q2: 101 shares; 2025Q3: 92 shares; 2025Q4: 87 shares; 2026Q1: 131 shares 131 $16.3K <0.01% +44 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 102 shares; 2025Q1: 118 shares; 2025Q2: 131 shares; 2025Q3: 183 shares; 2025Q4: 155 shares; 2026Q1: 160 shares 160 $16.3K <0.01% +5 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 162 shares; 2025Q3: 177 shares; 2025Q4: 237 shares; 2026Q1: 235 shares 235 $16.3K <0.01% -2 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 387 shares; 2025Q1: 150 shares; 2025Q2: 142 shares; 2025Q3: 37 shares; 2025Q4: 103 shares; 2026Q1: 131 shares 131 $15.9K <0.01% +28 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $15.8K <0.01% +1 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 474 shares; 2025Q1: 466 shares; 2025Q2: 420 shares; 2025Q3: 418 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $15.8K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 25 shares; 2025Q1: 27 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 26 shares 26 $15.7K <0.01% +2 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 33 shares; 2025Q1: 46 shares; 2025Q2: 63 shares; 2025Q3: 76 shares; 2025Q4: 91 shares; 2026Q1: 130 shares 130 $15.3K <0.01% +39 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,418 shares; 2025Q2: 1,360 shares; 2025Q3: 1,368 shares; 2025Q4: 1,125 shares; 2026Q1: 931 shares 931 $15.3K <0.01% -194 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 292 shares; 2025Q1: 291 shares; 2025Q2: 277 shares; 2025Q3: 275 shares; 2025Q4: 276 shares; 2026Q1: 275 shares 275 $15.2K <0.01% -1 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77 $15.2K <0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 141 shares; 2025Q1: 139 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 142 shares 142 $15.2K <0.01% +5 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 67 shares; 2025Q1: 1,028 shares; 2025Q2: 1,043 shares; 2025Q3: 1,117 shares; 2025Q4: 1,190 shares; 2026Q1: 186 shares 186 $15K <0.01% -1,004 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 364 shares; 2025Q1: 306 shares; 2025Q2: 299 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 295 shares 295 $14.9K <0.01% -7 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,577 shares; 2025Q1: 871 shares; 2025Q2: 1,066 shares; 2025Q3: 1,100 shares; 2025Q4: 1,092 shares; 2026Q1: 1,096 shares 1,096 $14.8K <0.01% +4 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 340 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 346 shares 346 $14.3K <0.01% +3 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: 60 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 79 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $14.3K <0.01% 0 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: 73 shares; 2024Q4: 76 shares; 2025Q1: 84 shares; 2025Q2: 94 shares; 2025Q3: 97 shares; 2025Q4: 113 shares; 2026Q1: 95 shares 95 $14.3K <0.01% -18 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 107 shares; 2026Q1: 135 shares 135 $13.9K <0.01% +28 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 159 shares; 2025Q1: 209 shares; 2025Q2: 272 shares; 2025Q3: 322 shares; 2025Q4: 324 shares; 2026Q1: 322 shares 322 $13.7K <0.01% -2 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: 80 shares; 2024Q4: 118 shares; 2025Q1: 82 shares; 2025Q2: 104 shares; 2025Q3: 106 shares; 2025Q4: 132 shares; 2026Q1: 122 shares 122 $13.6K <0.01% -10 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 21 shares; 2025Q1: 38 shares; 2025Q2: 73 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 78 shares 78 $13.5K <0.01% +1 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 627 shares; 2025Q1: 635 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 145 shares; 2026Q1: 146 shares 146 $13.4K <0.01% +1 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 813 shares; 2025Q1: 804 shares; 2025Q2: 738 shares; 2025Q3: 306 shares; 2025Q4: 538 shares; 2026Q1: 507 shares 507 $13.3K <0.01% -31 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: 217 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 103 shares; 2025Q3: 113 shares; 2025Q4: 108 shares; 2026Q1: 116 shares 116 $13.3K <0.01% +8 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 24 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $13.2K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 148 shares; 2025Q1: 146 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 163 shares; 2026Q1: 165 shares 165 $13.2K <0.01% +2 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 158 shares 158 $13K <0.01% +122 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 171 shares; 2025Q1: 137 shares; 2025Q2: 123 shares; 2025Q3: 120 shares; 2025Q4: 68 shares; 2026Q1: 101 shares 101 $12.8K <0.01% +33 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 551 shares; 2025Q1: 376 shares; 2025Q2: 404 shares; 2025Q3: 385 shares; 2025Q4: 359 shares; 2026Q1: 362 shares 362 $12.7K <0.01% +3 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 305 shares; 2025Q1: 287 shares; 2025Q2: 293 shares; 2025Q3: 213 shares; 2025Q4: 166 shares; 2026Q1: 173 shares 173 $12.6K <0.01% +7 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: 288 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 176 shares; 2026Q1: 264 shares 264 $12.4K <0.01% +88 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 78 shares; 2025Q1: 32 shares; 2025Q2: 101 shares; 2025Q3: 116 shares; 2025Q4: 121 shares; 2026Q1: 71 shares 71 $12.4K <0.01% -50 Timeline