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: not loaded; 2024Q4: 94,798 shares; 2025Q1: 94,258 shares; 2025Q2: 92,648 shares; 2025Q3: 92,408 shares; 2025Q4: 96,528 shares; 2026Q1: 115,627 shares 115,627 $29.3M 7.24% +19,099 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: not loaded; 2024Q4: 110,611 shares; 2025Q1: 110,073 shares; 2025Q2: 120,006 shares; 2025Q3: 119,998 shares; 2025Q4: 108,541 shares; 2026Q1: 110,913 shares 110,913 $19.3M 4.77% +2,372 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: not loaded; 2024Q4: 50,589 shares; 2025Q1: 51,548 shares; 2025Q2: 50,369 shares; 2025Q3: 49,914 shares; 2025Q4: 47,049 shares; 2026Q1: 47,681 shares 47,681 $17.6M 4.35% +632 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,269 shares; 2025Q1: 94,028 shares; 2025Q2: 99,643 shares; 2025Q3: not reported; 2025Q4: 98,774 shares; 2026Q1: 97,849 shares 97,849 $11.9M 2.92% -925 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319,680 shares; 2025Q1: 348,869 shares; 2025Q2: 516,504 shares; 2025Q3: not reported; 2025Q4: 541,900 shares; 2026Q1: 579,447 shares 579,447 $11.3M 2.79% +37,547 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,355 shares; 2025Q1: 109,567 shares; 2025Q2: 130,899 shares; 2025Q3: not reported; 2025Q4: 162,029 shares; 2026Q1: 199,265 shares 199,265 $11.3M 2.78% +37,236 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: not loaded; 2024Q4: 33,341 shares; 2025Q1: 33,136 shares; 2025Q2: 36,166 shares; 2025Q3: not reported; 2025Q4: 36,910 shares; 2026Q1: 35,741 shares 35,741 $10.3M 2.53% -1,169 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,098 shares; 2025Q3: not reported; 2025Q4: 303,029 shares; 2026Q1: 314,876 shares 314,876 $8.44M 2.08% +11,847 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218,868 shares; 2025Q1: 232,125 shares; 2025Q2: 226,836 shares; 2025Q3: not reported; 2025Q4: 715,779 shares; 2026Q1: 812,243 shares 812,243 $8.39M 2.07% +96,464 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236,745 shares; 2025Q1: 232,292 shares; 2025Q2: 231,353 shares; 2025Q3: 231,200 shares; 2025Q4: 209,221 shares; 2026Q1: 202,089 shares 202,089 $7.43M 1.83% -7,132 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: not loaded; 2024Q4: 27,071 shares; 2025Q1: 27,144 shares; 2025Q2: 26,655 shares; 2025Q3: 24,139 shares; 2025Q4: 21,694 shares; 2026Q1: 21,026 shares 21,026 $7.11M 1.75% -668 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,675 shares; 2025Q1: 60,014 shares; 2025Q2: 62,688 shares; 2025Q3: not reported; 2025Q4: 63,969 shares; 2026Q1: 296,565 shares 296,565 $7.11M 1.75% +232,596 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: not loaded; 2024Q4: 42,395 shares; 2025Q1: 42,234 shares; 2025Q2: 38,859 shares; 2025Q3: 38,853 shares; 2025Q4: 28,305 shares; 2026Q1: 32,427 shares 32,427 $7.05M 1.74% +4,122 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469,470 shares; 2025Q1: 477,247 shares; 2025Q2: 476,210 shares; 2025Q3: not reported; 2025Q4: 205,017 shares; 2026Q1: 156,551 shares 156,551 $6.13M 1.51% -48,466 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: not loaded; 2024Q4: 19,490 shares; 2025Q1: 18,789 shares; 2025Q2: 17,595 shares; 2025Q3: 17,467 shares; 2025Q4: 17,773 shares; 2026Q1: 17,783 shares 17,783 $5.85M 1.44% +10 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: not loaded; 2024Q4: 5,422 shares; 2025Q1: 5,399 shares; 2025Q2: 5,538 shares; 2025Q3: 5,375 shares; 2025Q4: 5,414 shares; 2026Q1: 5,498 shares 5,498 $5.06M 1.25% +84 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: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2,378 shares; 2025Q4: 2 shares; 2026Q1: 7 shares 7 $5.03M 1.24% +5 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: not loaded; 2024Q4: 15,734 shares; 2025Q1: 15,765 shares; 2025Q2: 15,358 shares; 2025Q3: 15,326 shares; 2025Q4: 16,508 shares; 2026Q1: 16,546 shares 16,546 $4.87M 1.2% +38 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,251 shares; 2025Q1: 89,885 shares; 2025Q2: 112,989 shares; 2025Q3: not reported; 2025Q4: 165,205 shares; 2026Q1: 256,409 shares 256,409 $4.45M 1.1% +91,204 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: not loaded; 2024Q4: 4,752 shares; 2025Q1: 4,768 shares; 2025Q2: 20,477 shares; 2025Q3: 20,789 shares; 2025Q4: 21,260 shares; 2026Q1: 21,266 shares 21,266 $4.43M 1.09% +6 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: not loaded; 2024Q4: 4,600 shares; 2025Q1: 4,601 shares; 2025Q2: 4,136 shares; 2025Q3: 4,572 shares; 2025Q4: 3,399 shares; 2026Q1: 3,036 shares 3,036 $4.01M 0.99% -363 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: not loaded; 2024Q4: 10,906 shares; 2025Q1: 12,422 shares; 2025Q2: 10,653 shares; 2025Q3: 10,462 shares; 2025Q4: 8,067 shares; 2026Q1: 7,937 shares 7,937 $3.96M 0.98% -130 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: not loaded; 2024Q4: 41,835 shares; 2025Q1: 41,827 shares; 2025Q2: 38,102 shares; 2025Q3: 38,116 shares; 2025Q4: 30,998 shares; 2026Q1: 35,470 shares 35,470 $3.64M 0.9% +4,472 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: not loaded; 2024Q4: 10,665 shares; 2025Q1: 10,685 shares; 2025Q2: 10,109 shares; 2025Q3: 45,629 shares; 2025Q4: 10,768 shares; 2026Q1: 11,682 shares 11,682 $3.35M 0.83% +914 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: not loaded; 2024Q4: 3,077 shares; 2025Q1: 3,127 shares; 2025Q2: 3,184 shares; 2025Q3: 3,180 shares; 2025Q4: 3,320 shares; 2026Q1: 3,341 shares 3,341 $3.33M 0.82% +21 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: not loaded; 2024Q4: 12,652 shares; 2025Q1: 12,745 shares; 2025Q2: 16,936 shares; 2025Q3: 16,881 shares; 2025Q4: 18,251 shares; 2026Q1: 22,699 shares 22,699 $3.28M 0.81% +4,448 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,234 shares; 2025Q1: 9,201 shares; 2025Q2: 7,808 shares; 2025Q3: 7,818 shares; 2025Q4: 6,684 shares; 2026Q1: 6,554 shares 6,554 $3.25M 0.8% -130 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,578 shares; 2025Q1: 94,897 shares; 2025Q2: 92,137 shares; 2025Q3: 90,664 shares; 2025Q4: 85,066 shares; 2026Q1: 79,816 shares 79,816 $3.18M 0.78% -5,250 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,527 shares; 2025Q1: 38,415 shares; 2025Q2: 38,708 shares; 2025Q3: not reported; 2025Q4: 36,934 shares; 2026Q1: 45,282 shares 45,282 $2.99M 0.74% +8,348 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: not loaded; 2024Q4: 25,454 shares; 2025Q1: 22,292 shares; 2025Q2: 20,772 shares; 2025Q3: not reported; 2025Q4: 16,728 shares; 2026Q1: 17,386 shares 17,386 $2.79M 0.69% +658 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: not loaded; 2024Q4: 25,395 shares; 2025Q1: 25,036 shares; 2025Q2: 26,014 shares; 2025Q3: 25,885 shares; 2025Q4: 26,097 shares; 2026Q1: 26,379 shares 26,379 $2.6M 0.64% +282 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: not loaded; 2024Q4: 8,011 shares; 2025Q1: 8,158 shares; 2025Q2: 8,317 shares; 2025Q3: 8,320 shares; 2025Q4: 8,319 shares; 2026Q1: 8,331 shares 8,331 $2.52M 0.62% +12 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,166 shares; 2025Q1: 8,079 shares; 2025Q2: 7,181 shares; 2025Q3: 7,214 shares; 2025Q4: 5,880 shares; 2026Q1: 5,593 shares 5,593 $2.33M 0.57% -287 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,181 shares; 2026Q1: 37,871 shares 37,871 $2.16M 0.53% +1,690 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: not loaded; 2024Q4: 5,146 shares; 2025Q1: 5,362 shares; 2025Q2: 6,306 shares; 2025Q3: 6,324 shares; 2025Q4: 6,892 shares; 2026Q1: 7,127 shares 7,127 $2.15M 0.53% +235 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: not loaded; 2024Q4: 9,805 shares; 2025Q1: 12,503 shares; 2025Q2: 11,746 shares; 2025Q3: 11,768 shares; 2025Q4: 8,798 shares; 2026Q1: 8,007 shares 8,007 $2.13M 0.53% -791 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: not loaded; 2024Q4: 6,823 shares; 2025Q1: 6,519 shares; 2025Q2: 7,342 shares; 2025Q3: 7,294 shares; 2025Q4: 7,424 shares; 2026Q1: 8,606 shares 8,606 $2.1M 0.52% +1,182 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: not loaded; 2024Q4: 8,380 shares; 2025Q1: 9,792 shares; 2025Q2: 8,505 shares; 2025Q3: 8,529 shares; 2025Q4: 6,285 shares; 2026Q1: 5,865 shares 5,865 $2.1M 0.52% -420 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: not loaded; 2024Q4: 13,178 shares; 2025Q1: 12,960 shares; 2025Q2: 13,587 shares; 2025Q3: 13,196 shares; 2025Q4: 13,280 shares; 2026Q1: 13,228 shares 13,228 $2.05M 0.51% -52 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,611 shares; 2025Q1: 6,083 shares; 2025Q2: 6,097 shares; 2025Q3: not reported; 2025Q4: 22,318 shares; 2026Q1: 31,380 shares 31,380 $2.01M 0.5% +9,062 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: not loaded; 2024Q4: 5,041 shares; 2025Q1: 13,915 shares; 2025Q2: 15,662 shares; 2025Q3: 15,725 shares; 2025Q4: 12,993 shares; 2026Q1: 12,725 shares 12,725 $2M 0.49% -268 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: not loaded; 2024Q4: 15,723 shares; 2025Q1: 15,560 shares; 2025Q2: 14,488 shares; 2025Q3: 14,233 shares; 2025Q4: 14,351 shares; 2026Q1: 14,573 shares 14,573 $1.98M 0.49% +222 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,301 shares; 2025Q1: 26,705 shares; 2025Q2: 26,056 shares; 2025Q3: not reported; 2025Q4: 16,197 shares; 2026Q1: 15,931 shares 15,931 $1.89M 0.47% -266 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,965 shares; 2025Q1: 16,905 shares; 2025Q2: 16,703 shares; 2025Q3: 17,387 shares; 2025Q4: 17,492 shares; 2026Q1: 20,115 shares 20,115 $1.82M 0.45% +2,623 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,428 shares; 2025Q1: 14,211 shares; 2025Q2: 14,476 shares; 2025Q3: 14,364 shares; 2025Q4: 12,300 shares; 2026Q1: 15,252 shares 15,252 $1.82M 0.45% +2,952 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,126 shares; 2025Q1: 27,085 shares; 2025Q2: 28,780 shares; 2025Q3: 28,658 shares; 2025Q4: 28,874 shares; 2026Q1: 28,947 shares 28,947 $1.77M 0.44% +73 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: not loaded; 2024Q4: 13,984 shares; 2025Q1: 12,571 shares; 2025Q2: 13,759 shares; 2025Q3: 13,703 shares; 2025Q4: 14,688 shares; 2026Q1: 14,589 shares 14,589 $1.75M 0.43% -99 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,100 shares; 2025Q1: 88,095 shares; 2025Q2: 96,241 shares; 2025Q3: 96,973 shares; 2025Q4: 172,439 shares; 2026Q1: 172,976 shares 172,976 $1.73M 0.43% +537 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,734 shares; 2025Q1: 68,657 shares; 2025Q2: 79,536 shares; 2025Q3: 79,442 shares; 2025Q4: 82,856 shares; 2026Q1: 82,582 shares 82,582 $1.71M 0.42% -274 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,700 shares; 2025Q1: 12,739 shares; 2025Q2: 11,741 shares; 2025Q3: 11,024 shares; 2025Q4: 8,304 shares; 2026Q1: 8,148 shares 8,148 $1.7M 0.42% -156 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: not loaded; 2024Q4: 4,808 shares; 2025Q1: 4,161 shares; 2025Q2: 3,796 shares; 2025Q3: 3,809 shares; 2025Q4: 16,453 shares; 2026Q1: 16,193 shares 16,193 $1.69M 0.42% -260 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,217 shares; 2025Q1: 17,058 shares; 2025Q2: 16,427 shares; 2025Q3: 16,273 shares; 2025Q4: 12,612 shares; 2026Q1: 12,616 shares 12,616 $1.67M 0.41% +4 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: not loaded; 2024Q4: 16,318 shares; 2025Q1: 16,095 shares; 2025Q2: 14,907 shares; 2025Q3: 17,360 shares; 2025Q4: 13,542 shares; 2026Q1: 9,599 shares 9,599 $1.66M 0.41% -3,943 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: not loaded; 2024Q4: 9,929 shares; 2025Q1: 10,293 shares; 2025Q2: 8,249 shares; 2025Q3: 7,702 shares; 2025Q4: 7,033 shares; 2026Q1: 6,760 shares 6,760 $1.64M 0.4% -273 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: not loaded; 2024Q4: 4,791 shares; 2025Q1: 4,737 shares; 2025Q2: 3,752 shares; 2025Q3: 3,784 shares; 2025Q4: 4,366 shares; 2026Q1: 4,510 shares 4,510 $1.59M 0.39% +144 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: not loaded; 2024Q4: 9,279 shares; 2025Q1: 9,194 shares; 2025Q2: 2,870 shares; 2025Q3: 2,883 shares; 2025Q4: 3,831 shares; 2026Q1: 5,102 shares 5,102 $1.58M 0.39% +1,271 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,161 shares; 2025Q1: 1,199 shares; 2025Q2: 1,113 shares; 2025Q3: 1,119 shares; 2025Q4: 926 shares; 2026Q1: 909 shares 909 $1.57M 0.39% -17 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,719 shares; 2025Q3: 7,808 shares; 2025Q4: 11,531 shares; 2026Q1: 16,202 shares 16,202 $1.57M 0.39% +4,671 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,643 shares; 2025Q1: 9,530 shares; 2025Q2: 9,075 shares; 2025Q3: 7,558 shares; 2025Q4: 6,068 shares; 2026Q1: 6,244 shares 6,244 $1.56M 0.38% +176 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,558 shares; 2025Q1: 11,417 shares; 2025Q2: 10,346 shares; 2025Q3: 10,270 shares; 2025Q4: 5,398 shares; 2026Q1: 5,306 shares 5,306 $1.55M 0.38% -92 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,734 shares; 2025Q1: 27,532 shares; 2025Q2: 16,595 shares; 2025Q3: 16,750 shares; 2025Q4: not reported; 2026Q1: 12,277 shares 12,277 $1.48M 0.36% new 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: not loaded; 2024Q4: 4,605 shares; 2025Q1: 4,783 shares; 2025Q2: 4,848 shares; 2025Q3: 4,805 shares; 2025Q4: 5,396 shares; 2026Q1: 5,837 shares 5,837 $1.41M 0.35% +441 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: not loaded; 2024Q4: 2,583 shares; 2025Q1: 2,593 shares; 2025Q2: 2,643 shares; 2025Q3: 2,646 shares; 2025Q4: 2,213 shares; 2026Q1: 2,158 shares 2,158 $1.4M 0.35% -55 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,250 shares; 2025Q1: 19,211 shares; 2025Q2: 19,557 shares; 2025Q3: 38,938 shares; 2025Q4: 41,237 shares; 2026Q1: 56,043 shares 56,043 $1.39M 0.34% +14,806 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: not loaded; 2024Q4: 1,523 shares; 2025Q1: 1,521 shares; 2025Q2: 1,659 shares; 2025Q3: 1,668 shares; 2025Q4: 13,672 shares; 2026Q1: 14,493 shares 14,493 $1.39M 0.34% +821 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,363 shares; 2025Q1: 25,140 shares; 2025Q2: 24,971 shares; 2025Q3: 25,104 shares; 2025Q4: 17,684 shares; 2026Q1: 17,821 shares 17,821 $1.34M 0.33% +137 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,239 shares; 2025Q1: 12,213 shares; 2025Q2: 12,159 shares; 2025Q3: 12,113 shares; 2025Q4: 11,926 shares; 2026Q1: 11,248 shares 11,248 $1.33M 0.33% -678 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: not loaded; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,394 shares; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,740 shares 2,740 $1.31M 0.32% +704 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: not loaded; 2024Q4: 8,797 shares; 2025Q1: 8,488 shares; 2025Q2: 8,512 shares; 2025Q3: 8,518 shares; 2025Q4: 8,472 shares; 2026Q1: 8,859 shares 8,859 $1.29M 0.32% +387 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,431 shares; 2025Q2: 1,555 shares; 2025Q3: 1,490 shares; 2025Q4: 2,282 shares; 2026Q1: 2,272 shares 2,272 $1.28M 0.32% -10 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: not loaded; 2024Q4: 9,921 shares; 2025Q1: 9,827 shares; 2025Q2: 9,778 shares; 2025Q3: 7,999 shares; 2025Q4: 6,526 shares; 2026Q1: 6,474 shares 6,474 $1.28M 0.31% -52 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 2,514 shares; 2025Q4: 2,838 shares; 2026Q1: 2,770 shares 2,770 $1.28M 0.31% -68 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: not loaded; 2024Q4: 6,402 shares; 2025Q1: 6,105 shares; 2025Q2: 6,899 shares; 2025Q3: 6,781 shares; 2025Q4: 7,491 shares; 2026Q1: 7,949 shares 7,949 $1.27M 0.31% +458 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: not loaded; 2024Q4: 7,547 shares; 2025Q1: 7,426 shares; 2025Q2: 6,964 shares; 2025Q3: 7,055 shares; 2025Q4: 5,192 shares; 2026Q1: 5,286 shares 5,286 $1.26M 0.31% +94 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: not loaded; 2024Q4: 5,164 shares; 2025Q1: 5,125 shares; 2025Q2: 5,708 shares; 2025Q3: 5,688 shares; 2025Q4: 5,786 shares; 2026Q1: 5,856 shares 5,856 $1.22M 0.3% +70 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: not loaded; 2024Q4: 13,810 shares; 2025Q1: 14,028 shares; 2025Q2: 15,126 shares; 2025Q3: 15,162 shares; 2025Q4: 15,391 shares; 2026Q1: 15,572 shares 15,572 $1.21M 0.3% +181 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,385 shares; 2025Q1: 31,203 shares; 2025Q2: 27,741 shares; 2025Q3: not reported; 2025Q4: 27,826 shares; 2026Q1: 23,682 shares 23,682 $1.19M 0.29% -4,144 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,931 shares; 2025Q1: 9,620 shares; 2025Q2: 10,001 shares; 2025Q3: not reported; 2025Q4: 10,482 shares; 2026Q1: 15,331 shares 15,331 $1.15M 0.28% +4,849 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: not loaded; 2024Q4: 9,717 shares; 2025Q1: 9,622 shares; 2025Q2: 8,454 shares; 2025Q3: 8,467 shares; 2025Q4: 5,960 shares; 2026Q1: 6,006 shares 6,006 $1.14M 0.28% +46 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,613 shares; 2025Q1: 15,593 shares; 2025Q2: 14,690 shares; 2025Q3: 14,712 shares; 2025Q4: 14,448 shares; 2026Q1: 14,442 shares 14,442 $1.14M 0.28% -6 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,372 shares; 2025Q1: 38,189 shares; 2025Q2: 37,671 shares; 2025Q3: 36,887 shares; 2025Q4: 35,777 shares; 2026Q1: 34,784 shares 34,784 $1.14M 0.28% -993 Timeline RNRG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,895 shares; 2026Q1: 29,819 shares 29,819 $1.1M 0.27% -3,076 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,110 shares; 2025Q1: 9,074 shares; 2025Q2: 7,601 shares; 2025Q3: 7,606 shares; 2025Q4: 7,805 shares; 2026Q1: 6,297 shares 6,297 $1.08M 0.27% -1,508 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,763 shares; 2025Q3: 6,018 shares; 2025Q4: 6,472 shares; 2026Q1: 6,403 shares 6,403 $1.04M 0.26% -69 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: not loaded; 2024Q4: 2,918 shares; 2025Q1: 2,922 shares; 2025Q2: 3,091 shares; 2025Q3: 3,082 shares; 2025Q4: 3,081 shares; 2026Q1: 3,077 shares 3,077 $1M 0.25% -4 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: not loaded; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,899 shares; 2025Q3: 3,924 shares; 2025Q4: 4,036 shares; 2026Q1: 15,861 shares 15,861 $995K 0.25% +11,825 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 3,239 shares; 2025Q3: 3,239 shares; 2025Q4: 3,292 shares; 2026Q1: 2,932 shares 2,932 $994K 0.25% -360 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: not loaded; 2024Q4: 4,987 shares; 2025Q1: 5,066 shares; 2025Q2: 2,865 shares; 2025Q3: 2,941 shares; 2025Q4: 7,102 shares; 2026Q1: 7,072 shares 7,072 $985K 0.24% -30 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,351 shares; 2025Q1: 11,301 shares; 2025Q2: 11,484 shares; 2025Q3: 11,484 shares; 2025Q4: 11,617 shares; 2026Q1: 11,617 shares 11,617 $982K 0.24% 0 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 28,167 shares; 2026Q1: 29,862 shares 29,862 $981K 0.24% +1,695 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,705 shares; 2026Q1: 2,841 shares 2,841 $971K 0.24% +136 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,817 shares; 2025Q1: 19,791 shares; 2025Q2: 22,353 shares; 2025Q3: not reported; 2025Q4: 19,668 shares; 2026Q1: 17,359 shares 17,359 $967K 0.24% -2,309 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,979 shares; 2025Q1: 17,825 shares; 2025Q2: 17,753 shares; 2025Q3: not reported; 2025Q4: 23,563 shares; 2026Q1: 26,489 shares 26,489 $956K 0.24% +2,926 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,480 shares; 2025Q3: 7,488 shares; 2025Q4: 7,488 shares; 2026Q1: 7,557 shares 7,557 $954K 0.24% +69 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: not loaded; 2024Q4: 16,882 shares; 2025Q1: 17,387 shares; 2025Q2: 18,543 shares; 2025Q3: 18,570 shares; 2025Q4: 20,306 shares; 2026Q1: 19,502 shares 19,502 $950K 0.23% -804 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: not loaded; 2024Q4: 7,167 shares; 2025Q1: 7,363 shares; 2025Q2: 7,718 shares; 2025Q3: 8,060 shares; 2025Q4: 12,307 shares; 2026Q1: 12,404 shares 12,404 $943K 0.23% +97 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,075 shares; 2025Q1: 15,855 shares; 2025Q2: 14,799 shares; 2025Q3: 14,836 shares; 2025Q4: 11,001 shares; 2026Q1: 8,778 shares 8,778 $937K 0.23% -2,223 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,744 shares; 2025Q1: 97,936 shares; 2025Q2: 104,216 shares; 2025Q3: 104,087 shares; 2025Q4: 110,305 shares; 2026Q1: 110,004 shares 110,004 $921K 0.23% -301 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,770 shares; 2025Q1: 45,812 shares; 2025Q2: 46,022 shares; 2025Q3: 52,520 shares; 2025Q4: 49,339 shares; 2026Q1: 56,148 shares 56,148 $907K 0.22% +6,809 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: not loaded; 2024Q4: 4,245 shares; 2025Q1: 2,950 shares; 2025Q2: 2,707 shares; 2025Q3: 2,711 shares; 2025Q4: 2,879 shares; 2026Q1: 2,755 shares 2,755 $905K 0.22% -124 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,492 shares 2,492 $894K 0.22% new Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,778 shares; 2025Q1: 68,302 shares; 2025Q2: 67,697 shares; 2025Q3: 62,373 shares; 2025Q4: 62,373 shares; 2026Q1: 57,195 shares 57,195 $881K 0.22% -5,178 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,881 shares; 2025Q1: 19,333 shares; 2025Q2: 17,926 shares; 2025Q3: not reported; 2025Q4: 7,793 shares; 2026Q1: 7,733 shares 7,733 $865K 0.21% -60 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,648 shares; 2025Q1: 20,495 shares; 2025Q2: 21,147 shares; 2025Q3: 19,656 shares; 2025Q4: 22,477 shares; 2026Q1: 22,239 shares 22,239 $864K 0.21% -238 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 loaded; 2024Q4: 2,904 shares; 2025Q1: 2,913 shares; 2025Q2: 3,329 shares; 2025Q3: 3,408 shares; 2025Q4: 3,936 shares; 2026Q1: 4,033 shares 4,033 $861K 0.21% +97 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: not loaded; 2024Q4: 9,750 shares; 2025Q1: 9,239 shares; 2025Q2: 9,305 shares; 2025Q3: 9,322 shares; 2025Q4: 9,321 shares; 2026Q1: 9,277 shares 9,277 $861K 0.21% -44 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: not loaded; 2024Q4: 2,479 shares; 2025Q1: 2,508 shares; 2025Q2: 4,174 shares; 2025Q3: 4,189 shares; 2025Q4: 4,267 shares; 2026Q1: 4,417 shares 4,417 $857K 0.21% +150 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,627 shares; 2025Q3: 3,385 shares; 2025Q4: 3,541 shares; 2026Q1: 5,017 shares 5,017 $811K 0.2% +1,476 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 798 shares; 2026Q1: 908 shares 908 $792K 0.2% +110 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: not loaded; 2024Q4: 3,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares 1,464 $789K 0.19% new 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: not loaded; 2024Q4: 4,981 shares; 2025Q1: 4,995 shares; 2025Q2: 3,816 shares; 2025Q3: 3,525 shares; 2025Q4: 3,759 shares; 2026Q1: 3,773 shares 3,773 $766K 0.19% +14 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: not loaded; 2024Q4: 3,851 shares; 2025Q1: 3,839 shares; 2025Q2: 4,042 shares; 2025Q3: 4,010 shares; 2025Q4: 4,702 shares; 2026Q1: 5,007 shares 5,007 $764K 0.19% +305 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: not loaded; 2024Q4: 16,823 shares; 2025Q1: 16,823 shares; 2025Q2: 14,232 shares; 2025Q3: 14,232 shares; 2025Q4: 14,232 shares; 2026Q1: 14,244 shares 14,244 $740K 0.18% +12 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: not loaded; 2024Q4: 1,328 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,281 shares 1,281 $739K 0.18% -38 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,507 shares; 2026Q1: 3,435 shares 3,435 $733K 0.18% -72 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: not loaded; 2024Q4: 37,374 shares; 2025Q1: 37,258 shares; 2025Q2: 32,965 shares; 2025Q3: 32,923 shares; 2025Q4: 22,194 shares; 2026Q1: 22,452 shares 22,452 $718K 0.18% +258 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,832 shares; 2025Q1: 2,810 shares; 2025Q2: 2,828 shares; 2025Q3: 2,827 shares; 2025Q4: 2,795 shares; 2026Q1: 2,745 shares 2,745 $714K 0.18% -50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares; 2026Q1: 1,585 shares 1,585 $692K 0.17% -635 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,650 shares 8,650 $688K 0.17% new Timeline SUSA 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 loaded; 2024Q4: 2,950 shares; 2025Q1: 3,668 shares; 2025Q2: 3,061 shares; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 5,188 shares 5,188 $685K 0.17% -623 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: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,113 shares; 2025Q2: 11,666 shares; 2025Q3: 11,453 shares; 2025Q4: 12,732 shares; 2026Q1: 13,643 shares 13,643 $684K 0.17% +911 Timeline HYXF 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 loaded; 2024Q4: 6,675 shares; 2025Q1: 7,155 shares; 2025Q2: 8,709 shares; 2025Q3: not reported; 2025Q4: 10,064 shares; 2026Q1: 14,742 shares 14,742 $682K 0.17% +4,678 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,226 shares; 2025Q1: 3,542 shares; 2025Q2: 3,066 shares; 2025Q3: 3,130 shares; 2025Q4: 3,328 shares; 2026Q1: 3,277 shares 3,277 $679K 0.17% -51 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: not loaded; 2024Q4: 14,196 shares; 2025Q1: 8,879 shares; 2025Q2: 8,007 shares; 2025Q3: 7,877 shares; 2025Q4: 7,491 shares; 2026Q1: 7,509 shares 7,509 $672K 0.17% +18 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 3,324 shares; 2025Q3: not reported; 2025Q4: 5,074 shares; 2026Q1: 6,511 shares 6,511 $671K 0.17% +1,437 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,591 shares 21,591 $650K 0.16% new Timeline ICLN 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 loaded; 2024Q4: 36,083 shares; 2025Q1: 39,002 shares; 2025Q2: 37,438 shares; 2025Q3: not reported; 2025Q4: 38,184 shares; 2026Q1: 35,077 shares 35,077 $641K 0.16% -3,107 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: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,515 shares; 2025Q2: 2,772 shares; 2025Q3: 2,766 shares; 2025Q4: 2,760 shares; 2026Q1: 2,717 shares 2,717 $641K 0.16% -43 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: not loaded; 2024Q4: 919 shares; 2025Q1: 894 shares; 2025Q2: 1,133 shares; 2025Q3: 1,201 shares; 2025Q4: 1,350 shares; 2026Q1: 1,454 shares 1,454 $628K 0.15% +104 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,442 shares; 2025Q1: 8,442 shares; 2025Q2: 8,282 shares; 2025Q3: 9,728 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares 10,101 $627K 0.15% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 826 shares; 2025Q3: 1,120 shares; 2025Q4: 845 shares; 2026Q1: 852 shares 852 $620K 0.15% +7 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: not loaded; 2024Q4: 1,488 shares; 2025Q1: 1,408 shares; 2025Q2: 1,594 shares; 2025Q3: 1,619 shares; 2025Q4: 1,786 shares; 2026Q1: 1,923 shares 1,923 $611K 0.15% +137 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 loaded; 2024Q4: 6,760 shares; 2025Q1: 6,461 shares; 2025Q2: 6,457 shares; 2025Q3: 6,446 shares; 2025Q4: 7,372 shares; 2026Q1: 7,290 shares 7,290 $601K 0.15% -82 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: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,299 shares; 2025Q2: 2,514 shares; 2025Q3: 2,497 shares; 2025Q4: 2,323 shares; 2026Q1: 2,212 shares 2,212 $598K 0.15% -111 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: not loaded; 2024Q4: 7,443 shares; 2025Q1: 7,580 shares; 2025Q2: 7,583 shares; 2025Q3: 7,654 shares; 2025Q4: 7,916 shares; 2026Q1: 8,175 shares 8,175 $592K 0.15% +259 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: not loaded; 2024Q4: 4,634 shares; 2025Q1: 4,326 shares; 2025Q2: 2,281 shares; 2025Q3: 2,119 shares; 2025Q4: 2,836 shares; 2026Q1: 2,891 shares 2,891 $588K 0.15% +55 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,467 shares; 2025Q1: 10,544 shares; 2025Q2: 11,100 shares; 2025Q3: 4,679 shares; 2025Q4: 5,073 shares; 2026Q1: 6,246 shares 6,246 $582K 0.14% +1,173 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: not loaded; 2024Q4: 4,351 shares; 2025Q1: 4,221 shares; 2025Q2: 2,682 shares; 2025Q3: 2,661 shares; 2025Q4: 2,926 shares; 2026Q1: 3,062 shares 3,062 $580K 0.14% +136 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: not loaded; 2024Q4: 11,612 shares; 2025Q1: 12,341 shares; 2025Q2: 7,146 shares; 2025Q3: 5,572 shares; 2025Q4: 4,913 shares; 2026Q1: 4,652 shares 4,652 $578K 0.14% -261 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,017 shares; 2025Q3: 3,860 shares; 2025Q4: 4,500 shares; 2026Q1: 4,241 shares 4,241 $576K 0.14% -259 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 979 shares; 2025Q1: 1,013 shares; 2025Q2: 1,315 shares; 2025Q3: 1,391 shares; 2025Q4: 1,844 shares; 2026Q1: 1,949 shares 1,949 $575K 0.14% +105 Timeline FLOT 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 loaded; 2024Q4: not reported; 2025Q1: 10,488 shares; 2025Q2: 10,493 shares; 2025Q3: not reported; 2025Q4: 10,493 shares; 2026Q1: 11,257 shares 11,257 $573K 0.14% +764 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: not loaded; 2024Q4: 630 shares; 2025Q1: 817 shares; 2025Q2: 1,016 shares; 2025Q3: 948 shares; 2025Q4: 1,173 shares; 2026Q1: 1,265 shares 1,265 $565K 0.14% +92 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 11,908 shares; 2025Q3: 11,544 shares; 2025Q4: 13,984 shares; 2026Q1: 12,754 shares 12,754 $562K 0.14% -1,230 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: not loaded; 2024Q4: 63 shares; 2025Q1: 89 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 133 shares 133 $559K 0.14% +19 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 3,351 shares; 2025Q3: 3,421 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares 3,530 $555K 0.14% 0 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: not loaded; 2024Q4: 6,662 shares; 2025Q1: 6,675 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares; 2025Q4: 5,953 shares; 2026Q1: 2,760 shares 2,760 $547K 0.13% -3,193 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,895 shares; 2025Q1: 6,774 shares; 2025Q2: 7,321 shares; 2025Q3: not reported; 2025Q4: 6,492 shares; 2026Q1: 9,200 shares 9,200 $547K 0.13% +2,708 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,063 shares; 2026Q1: 10,844 shares 10,844 $546K 0.13% -3,219 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: not reported; 2025Q4: 4,301 shares; 2026Q1: 4,287 shares 4,287 $537K 0.13% -14 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,637 shares; 2025Q1: 4,648 shares; 2025Q2: 5,133 shares; 2025Q3: 5,208 shares; 2025Q4: 5,283 shares; 2026Q1: 5,202 shares 5,202 $534K 0.13% -81 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: not loaded; 2024Q4: 5,389 shares; 2025Q1: 5,324 shares; 2025Q2: 4,783 shares; 2025Q3: 1,075 shares; 2025Q4: 1,088 shares; 2026Q1: 1,085 shares 1,085 $533K 0.13% -3 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,354 shares; 2025Q3: not reported; 2025Q4: 8,572 shares; 2026Q1: 7,908 shares 7,908 $532K 0.13% -664 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: not loaded; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,644 shares; 2026Q1: 1,846 shares 1,846 $523K 0.13% +202 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: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,336 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,608 shares; 2026Q1: 1,755 shares 1,755 $522K 0.13% +147 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 2,173 shares; 2025Q2: 1,807 shares; 2025Q3: 1,843 shares; 2025Q4: 1,961 shares; 2026Q1: 1,936 shares 1,936 $516K 0.13% -25 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,060 shares; 2025Q1: 9,043 shares; 2025Q2: 9,177 shares; 2025Q3: not reported; 2025Q4: 10,166 shares; 2026Q1: 10,077 shares 10,077 $509K 0.13% -89 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: not loaded; 2024Q4: 842 shares; 2025Q1: 851 shares; 2025Q2: 1,104 shares; 2025Q3: 1,106 shares; 2025Q4: 1,194 shares; 2026Q1: 1,196 shares 1,196 $508K 0.13% +2 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: not loaded; 2024Q4: 15,926 shares; 2025Q1: 12,340 shares; 2025Q2: 15,205 shares; 2025Q3: 15,912 shares; 2025Q4: 15,764 shares; 2026Q1: 17,423 shares 17,423 $505K 0.12% +1,659 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: not loaded; 2024Q4: 3,277 shares; 2025Q1: 3,270 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 1,946 shares; 2026Q1: 2,400 shares 2,400 $504K 0.12% +454 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: not loaded; 2024Q4: 3,644 shares; 2025Q1: 3,659 shares; 2025Q2: 4,057 shares; 2025Q3: 4,139 shares; 2025Q4: 4,901 shares; 2026Q1: 5,810 shares 5,810 $503K 0.12% +909 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: not loaded; 2024Q4: 5,268 shares; 2025Q1: 2,463 shares; 2025Q2: 2,419 shares; 2025Q3: 2,363 shares; 2025Q4: 3,558 shares; 2026Q1: 3,425 shares 3,425 $503K 0.12% -133 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,667 shares; 2025Q1: 4,676 shares; 2025Q2: 5,029 shares; 2025Q3: 4,738 shares; 2025Q4: 5,048 shares; 2026Q1: 5,691 shares 5,691 $485K 0.12% +643 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: not loaded; 2024Q4: 14,421 shares; 2025Q1: 14,630 shares; 2025Q2: 16,173 shares; 2025Q3: 15,833 shares; 2025Q4: 16,672 shares; 2026Q1: 16,826 shares 16,826 $483K 0.12% +154 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: not loaded; 2024Q4: 6,956 shares; 2025Q1: 6,951 shares; 2025Q2: 7,154 shares; 2025Q3: 6,957 shares; 2025Q4: 6,671 shares; 2026Q1: 7,892 shares 7,892 $478K 0.12% +1,221 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644 shares; 2025Q4: 3,879 shares; 2026Q1: 6,070 shares 6,070 $468K 0.12% +2,191 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: not loaded; 2024Q4: 1,756 shares; 2025Q1: 1,783 shares; 2025Q2: 2,177 shares; 2025Q3: 2,165 shares; 2025Q4: 2,350 shares; 2026Q1: 2,489 shares 2,489 $464K 0.11% +139 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 loaded; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 1,070 shares; 2025Q3: not reported; 2025Q4: 1,622 shares; 2026Q1: 1,440 shares 1,440 $461K 0.11% -182 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,081 shares; 2025Q1: 7,958 shares; 2025Q2: 8,545 shares; 2025Q3: not reported; 2025Q4: 9,722 shares; 2026Q1: 10,147 shares 10,147 $457K 0.11% +425 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: not loaded; 2024Q4: 3,735 shares; 2025Q1: 3,713 shares; 2025Q2: 3,836 shares; 2025Q3: 4,121 shares; 2025Q4: 6,561 shares; 2026Q1: 7,838 shares 7,838 $451K 0.11% +1,277 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,366 shares; 2025Q3: 3,365 shares; 2025Q4: 3,452 shares; 2026Q1: 3,200 shares 3,200 $445K 0.11% -252 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: not loaded; 2024Q4: 5,303 shares; 2025Q1: 4,941 shares; 2025Q2: 5,097 shares; 2025Q3: 5,088 shares; 2025Q4: 4,912 shares; 2026Q1: 5,500 shares 5,500 $440K 0.11% +588 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 298 shares; 2025Q4: 301 shares; 2026Q1: 299 shares 299 $439K 0.11% -2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 168,641 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares 1,381 $439K 0.11% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,984 shares 6,984 $438K 0.11% new 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: not loaded; 2024Q4: 1,322 shares; 2025Q1: 1,323 shares; 2025Q2: 1,424 shares; 2025Q3: 1,429 shares; 2025Q4: 1,441 shares; 2026Q1: 1,402 shares 1,402 $435K 0.11% -39 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: not loaded; 2024Q4: 897 shares; 2025Q1: 913 shares; 2025Q2: 2,041 shares; 2025Q3: 1,940 shares; 2025Q4: 2,076 shares; 2026Q1: 2,161 shares 2,161 $428K 0.11% +85 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 655 shares; 2025Q1: 908 shares; 2025Q2: 966 shares; 2025Q3: 963 shares; 2025Q4: 908 shares; 2026Q1: 867 shares 867 $420K 0.1% -41 Timeline CDEI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,492 shares; 2025Q1: 7,574 shares; 2025Q2: 5,782 shares; 2025Q3: not reported; 2025Q4: 5,473 shares; 2026Q1: 5,417 shares 5,417 $420K 0.1% -56 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: not loaded; 2024Q4: 3,439 shares; 2025Q1: 3,450 shares; 2025Q2: 3,474 shares; 2025Q3: 3,581 shares; 2025Q4: 4,053 shares; 2026Q1: 4,109 shares 4,109 $419K 0.1% +56 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,567 shares; 2025Q3: 5,472 shares; 2025Q4: 7,606 shares; 2026Q1: 7,515 shares 7,515 $414K 0.1% -91 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,515 shares; 2026Q1: 1,525 shares 1,525 $405K 0.1% +10 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 932 shares; 2026Q1: 1,026 shares 1,026 $401K 0.1% +94 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 13,876 shares; 2025Q3: not reported; 2025Q4: 14,410 shares; 2026Q1: 14,302 shares 14,302 $395K 0.1% -108 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: not loaded; 2024Q4: 1,363 shares; 2025Q1: 1,360 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,364 shares; 2026Q1: 1,358 shares 1,358 $394K 0.1% -6 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,535 shares; 2025Q1: 15,489 shares; 2025Q2: 12,124 shares; 2025Q3: 12,028 shares; 2025Q4: 12,316 shares; 2026Q1: 11,867 shares 11,867 $393K 0.1% -449 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $391K 0.1% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,132 shares; 2025Q2: 8,136 shares; 2025Q3: not reported; 2025Q4: 10,684 shares; 2026Q1: 10,608 shares 10,608 $389K 0.1% -76 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,288 shares; 2025Q1: 8,288 shares; 2025Q2: 8,288 shares; 2025Q3: not reported; 2025Q4: 8,320 shares; 2026Q1: 8,158 shares 8,158 $386K 0.1% -162 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 2,957 shares; 2026Q1: 2,936 shares 2,936 $384K 0.09% -21 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 572 shares; 2025Q1: 639 shares; 2025Q2: 509 shares; 2025Q3: 435 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441 $381K 0.09% 0 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: not loaded; 2024Q4: 970 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares 1,032 $379K 0.09% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,671 shares; 2025Q1: 8,583 shares; 2025Q2: 8,436 shares; 2025Q3: not reported; 2025Q4: 8,039 shares; 2026Q1: 8,039 shares 8,039 $373K 0.09% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 409 shares; 2025Q2: 315 shares; 2025Q3: 298 shares; 2025Q4: 387 shares; 2026Q1: 380 shares 380 $372K 0.09% -7 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: not loaded; 2024Q4: 1,607 shares; 2025Q1: 1,430 shares; 2025Q2: 1,695 shares; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,487 shares 1,487 $368K 0.09% -208 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: not loaded; 2024Q4: 7,556 shares; 2025Q1: 1,775 shares; 2025Q2: 1,491 shares; 2025Q3: 1,470 shares; 2025Q4: 1,747 shares; 2026Q1: 1,512 shares 1,512 $367K 0.09% -235 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,888 shares; 2025Q1: 31,361 shares; 2025Q2: 35,005 shares; 2025Q3: 32,828 shares; 2025Q4: 32,828 shares; 2026Q1: 32,432 shares 32,432 $365K 0.09% -396 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,962 shares; 2025Q1: 10,614 shares; 2025Q2: 12,146 shares; 2025Q3: 11,814 shares; 2025Q4: 14,108 shares; 2026Q1: 14,040 shares 14,040 $365K 0.09% -68 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: not loaded; 2024Q4: 3,221 shares; 2025Q1: 3,086 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,736 shares; 2026Q1: 3,066 shares 3,066 $362K 0.09% +330 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,434 shares; 2025Q1: 3,495 shares; 2025Q2: 3,582 shares; 2025Q3: not reported; 2025Q4: 3,723 shares; 2026Q1: 3,611 shares 3,611 $357K 0.09% -112 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: not loaded; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 2,791 shares; 2025Q3: 2,866 shares; 2025Q4: 3,841 shares; 2026Q1: 3,813 shares 3,813 $355K 0.09% -28 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares 1,605 $354K 0.09% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,703 shares; 2025Q4: 1,788 shares; 2026Q1: 1,859 shares 1,859 $339K 0.08% +71 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,741 shares; 2025Q1: 25,454 shares; 2025Q2: 20,485 shares; 2025Q3: not reported; 2025Q4: 15,907 shares; 2026Q1: 15,300 shares 15,300 $339K 0.08% -607 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,019 shares; 2026Q1: 2,067 shares 2,067 $338K 0.08% +48 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 624 shares; 2025Q4: 609 shares; 2026Q1: 605 shares 605 $332K 0.08% -4 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: not loaded; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,440 shares; 2025Q3: 1,520 shares; 2025Q4: 1,833 shares; 2026Q1: 1,691 shares 1,691 $332K 0.08% -142 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: not loaded; 2024Q4: 1,485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,290 shares; 2026Q1: 1,535 shares 1,535 $332K 0.08% +245 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,969 shares; 2025Q1: 11,969 shares; 2025Q2: 8,569 shares; 2025Q3: not reported; 2025Q4: 8,569 shares; 2026Q1: 8,569 shares 8,569 $332K 0.08% 0 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,580 shares; 2025Q2: 11,776 shares; 2025Q3: 12,074 shares; 2025Q4: 12,122 shares; 2026Q1: 13,040 shares 13,040 $325K 0.08% +918 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 1,773 shares; 2025Q2: 1,343 shares; 2025Q3: 1,410 shares; 2025Q4: 1,646 shares; 2026Q1: 1,625 shares 1,625 $321K 0.08% -21 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,549 shares 15,549 $320K 0.08% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 431 shares; 2025Q2: 549 shares; 2025Q3: 541 shares; 2025Q4: 546 shares; 2026Q1: 548 shares 548 $313K 0.08% +2 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,109 shares; 2025Q1: 5,434 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: 4,615 shares; 2026Q1: 3,883 shares 3,883 $310K 0.08% -732 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: not loaded; 2024Q4: 3,104 shares; 2025Q1: 3,124 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,723 shares; 2026Q1: 2,720 shares 2,720 $309K 0.08% -3 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,891 shares; 2025Q1: 45,841 shares; 2025Q2: 53,922 shares; 2025Q3: 52,770 shares; 2025Q4: 61,114 shares; 2026Q1: 61,511 shares 61,511 $309K 0.08% +397 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,563 shares; 2025Q3: 13,180 shares; 2025Q4: 16,524 shares; 2026Q1: 16,634 shares 16,634 $308K 0.08% +110 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 572 shares 572 $307K 0.08% +97 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,872 shares 1,872 $307K 0.08% +167 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: not loaded; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 464 shares; 2025Q3: not reported; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $303K 0.07% 0 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: not loaded; 2024Q4: 1,582 shares; 2025Q1: 1,311 shares; 2025Q2: 1,030 shares; 2025Q3: 1,022 shares; 2025Q4: 1,018 shares; 2026Q1: 1,015 shares 1,015 $297K 0.07% -3 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: not loaded; 2024Q4: 70 shares; 2025Q1: 60 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 66 shares; 2026Q1: 87 shares 87 $295K 0.07% +21 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: not loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,223 shares; 2025Q4: 1,462 shares; 2026Q1: 1,618 shares 1,618 $291K 0.07% +156 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: not loaded; 2024Q4: 2,268 shares; 2025Q1: 2,284 shares; 2025Q2: 2,310 shares; 2025Q3: 2,224 shares; 2025Q4: 2,208 shares; 2026Q1: 2,247 shares 2,247 $282K 0.07% +39 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: not loaded; 2024Q4: 8,101 shares; 2025Q1: 6,736 shares; 2025Q2: 6,780 shares; 2025Q3: 6,780 shares; 2025Q4: 6,780 shares; 2026Q1: 6,780 shares 6,780 $280K 0.07% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,925 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 3,560 shares 3,560 $278K 0.07% +17 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,406 shares; 2025Q1: 12,244 shares; 2025Q2: 11,592 shares; 2025Q3: not reported; 2025Q4: 11,592 shares; 2026Q1: 13,053 shares 13,053 $276K 0.07% +1,461 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares 1,606 $272K 0.07% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,646 shares; 2025Q1: 18,208 shares; 2025Q2: 19,454 shares; 2025Q3: 19,392 shares; 2025Q4: 19,432 shares; 2026Q1: 7,412 shares 7,412 $272K 0.07% -12,020 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares 1,077 $269K 0.07% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,971 shares; 2025Q1: 4,269 shares; 2025Q2: 4,153 shares; 2025Q3: not reported; 2025Q4: 3,732 shares; 2026Q1: 3,732 shares 3,732 $267K 0.07% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,994 shares; 2025Q4: 5,438 shares; 2026Q1: 5,533 shares 5,533 $266K 0.07% +95 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,446 shares; 2025Q3: 14,648 shares; 2025Q4: 14,861 shares; 2026Q1: 13,499 shares 13,499 $266K 0.07% -1,362 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,894 shares; 2025Q4: 3,067 shares; 2026Q1: 2,920 shares 2,920 $265K 0.07% -147 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,947 shares; 2025Q1: 18,336 shares; 2025Q2: 17,445 shares; 2025Q3: 11,194 shares; 2025Q4: 13,472 shares; 2026Q1: 18,726 shares 18,726 $264K 0.07% +5,254 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,600 shares 1,600 $263K 0.06% +353 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,813 shares; 2025Q1: 2,393 shares; 2025Q2: 2,541 shares; 2025Q3: not reported; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares 2,344 $263K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares 1,993 $261K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,493 shares; 2026Q1: 1,494 shares 1,494 $259K 0.06% +1 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,174 shares; 2025Q4: 3,822 shares; 2026Q1: 3,556 shares 3,556 $258K 0.06% -266 Timeline ESGD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $257K 0.06% 0 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: not loaded; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 684 shares; 2026Q1: 680 shares 680 $252K 0.06% -4 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,136 shares; 2025Q1: 1,962 shares; 2025Q2: 1,424 shares; 2025Q3: 1,497 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $251K 0.06% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares; 2026Q1: 2,016 shares 2,016 $250K 0.06% +3 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: not loaded; 2024Q4: 20,152 shares; 2025Q1: 19,491 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,845 shares; 2026Q1: 8,596 shares 8,596 $241K 0.06% -249 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256 shares 2,256 $240K 0.06% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $239K 0.06% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,616 shares; 2026Q1: 2,629 shares 2,629 $238K 0.06% +13 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 674 shares 674 $238K 0.06% -13 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,133 shares; 2025Q1: 4,144 shares; 2025Q2: 3,150 shares; 2025Q3: 3,164 shares; 2025Q4: 3,506 shares; 2026Q1: 3,569 shares 3,569 $232K 0.06% +63 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: not loaded; 2024Q4: 2,410 shares; 2025Q1: 1,966 shares; 2025Q2: 2,328 shares; 2025Q3: 1,937 shares; 2025Q4: 2,085 shares; 2026Q1: 2,087 shares 2,087 $228K 0.06% +2 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,396 shares; 2026Q1: 2,396 shares 2,396 $227K 0.06% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 512 shares; 2025Q1: 504 shares; 2025Q2: 498 shares; 2025Q3: 471 shares; 2025Q4: 516 shares; 2026Q1: 509 shares 509 $226K 0.06% -7 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: not loaded; 2024Q4: not reported; 2025Q1: 3,111 shares; 2025Q2: 3,217 shares; 2025Q3: 3,315 shares; 2025Q4: not reported; 2026Q1: 2,753 shares 2,753 $225K 0.06% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 3,229 shares 3,229 $223K 0.06% -1 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares 555 $221K 0.05% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,446 shares; 2025Q3: 5,554 shares; 2025Q4: 5,154 shares; 2026Q1: 4,934 shares 4,934 $220K 0.05% -220 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: not reported; 2025Q4: 3,257 shares; 2026Q1: 3,400 shares 3,400 $219K 0.05% +143 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,017 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,493 shares 7,493 $218K 0.05% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,290 shares 5,290 $217K 0.05% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares; 2026Q1: 2,825 shares 2,825 $217K 0.05% -606 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,081 shares; 2025Q3: 10,069 shares; 2025Q4: 10,289 shares; 2026Q1: 10,046 shares 10,046 $217K 0.05% -243 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: not loaded; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 587 shares; 2025Q4: 630 shares; 2026Q1: 672 shares 672 $216K 0.05% +42 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,399 shares; 2025Q1: 9,595 shares; 2025Q2: 7,273 shares; 2025Q3: not reported; 2025Q4: 5,572 shares; 2026Q1: 2,255 shares 2,255 $214K 0.05% -3,317 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares; 2026Q1: 2,145 shares 2,145 $214K 0.05% +154 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: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,576 shares; 2025Q2: 1,779 shares; 2025Q3: 1,739 shares; 2025Q4: not reported; 2026Q1: 2,201 shares 2,201 $212K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $211K 0.05% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 687 shares 687 $209K 0.05% -45 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares 874 $208K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: 701 shares; 2025Q2: 740 shares; 2025Q3: 970 shares; 2025Q4: 986 shares; 2026Q1: 956 shares 956 $207K 0.05% -30 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: 189 shares 189 $206K 0.05% -30 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,399 shares; 2025Q1: 5,365 shares; 2025Q2: 5,445 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares 883 $205K 0.05% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,628 shares 3,628 $205K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,573 shares 2,573 $204K 0.05% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,084 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,964 shares; 2026Q1: 1,829 shares 1,829 $202K 0.05% -135 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,312 shares 3,312 $202K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,074 shares 2,074 $201K 0.05% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $201K 0.05% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 651 shares; 2025Q1: 647 shares; 2025Q2: 695 shares; 2025Q3: 694 shares; 2025Q4: 727 shares; 2026Q1: 671 shares 671 $201K 0.05% -56 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 482 shares; 2026Q1: 505 shares 505 $200K 0.05% +23 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,178 shares; 2025Q1: 24,217 shares; 2025Q2: 24,260 shares; 2025Q3: 24,275 shares; 2025Q4: 24,275 shares; 2026Q1: 24,275 shares 24,275 $183K 0.05% 0 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,533 shares; 2025Q1: 23,659 shares; 2025Q2: 34,961 shares; 2025Q3: 35,738 shares; 2025Q4: 37,781 shares; 2026Q1: 36,768 shares 36,768 $159K 0.04% -1,013 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,511 shares; 2025Q1: 11,513 shares; 2025Q2: 16,309 shares; 2025Q3: 19,867 shares; 2025Q4: 19,273 shares; 2026Q1: 16,948 shares 16,948 $152K 0.04% -2,325 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,125 shares 14,125 $149K 0.04% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,954 shares; 2025Q1: 23,954 shares; 2025Q2: 23,954 shares; 2025Q3: 20,206 shares; 2025Q4: 20,207 shares; 2026Q1: 20,177 shares 20,177 $123K 0.03% -30 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,567 shares; 2025Q1: 35,008 shares; 2025Q2: 42,464 shares; 2025Q3: 42,856 shares; 2025Q4: 44,916 shares; 2026Q1: 44,504 shares 44,504 $94K 0.02% -412 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,124 shares; 2025Q1: 17,124 shares; 2025Q2: 17,124 shares; 2025Q3: 17,124 shares; 2025Q4: 18,012 shares; 2026Q1: 18,164 shares 18,164 $79K 0.02% +152 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,025 shares; 2025Q3: 15,025 shares; 2025Q4: 15,830 shares; 2026Q1: 17,690 shares 17,690 $64K 0.02% +1,860 Timeline