BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,596 shares; 2025Q1: 422,569 shares; 2025Q2: 430,686 shares; 2025Q3: 464,996 shares; 2025Q4: 666,551 shares; 2026Q1: 746,729 shares 746,729 $38.8M 10.63% +80,178 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,553 shares; 2024Q4: 769,412 shares; 2025Q1: 762,538 shares; 2025Q2: 693,828 shares; 2025Q3: 685,737 shares; 2025Q4: 635,714 shares; 2026Q1: 619,238 shares 619,238 $28.9M 7.93% -16,476 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: 84,899 shares; 2024Q4: 84,441 shares; 2025Q1: 84,603 shares; 2025Q2: 84,307 shares; 2025Q3: 84,263 shares; 2025Q4: 84,179 shares; 2026Q1: 84,583 shares 84,583 $27.1M 7.44% +404 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,333 shares; 2026Q1: 802,351 shares 802,351 $21.1M 5.78% +801,018 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,627 shares; 2024Q4: 38,483 shares; 2025Q1: 38,607 shares; 2025Q2: 33,254 shares; 2025Q3: 33,447 shares; 2025Q4: 31,213 shares; 2026Q1: 29,256 shares 29,256 $17.5M 4.79% -1,957 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: 756 shares; 2024Q4: 706 shares; 2025Q1: 607 shares; 2025Q2: 214,949 shares; 2025Q3: 214,971 shares; 2025Q4: 209,170 shares; 2026Q1: 213,651 shares 213,651 $16.5M 4.51% +4,481 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: 1,233 shares; 2024Q4: 275,066 shares; 2025Q1: 278,164 shares; 2025Q2: 192,331 shares; 2025Q3: 192,577 shares; 2025Q4: 193,760 shares; 2026Q1: 194,111 shares 194,111 $15.5M 4.26% +351 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,856 shares; 2024Q4: 948,434 shares; 2025Q1: 908,303 shares; 2025Q2: 604,777 shares; 2025Q3: 585,318 shares; 2025Q4: 560,792 shares; 2026Q1: 544,064 shares 544,064 $13.7M 3.74% -16,728 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,553 shares; 2025Q1: 309,983 shares; 2025Q2: 307,088 shares; 2025Q3: 303,524 shares; 2025Q4: 301,238 shares; 2026Q1: 286,176 shares 286,176 $12.4M 3.41% -15,062 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: 103,891 shares; 2024Q4: 53,422 shares; 2025Q1: 53,776 shares; 2025Q2: 153,683 shares; 2025Q3: 154,829 shares; 2025Q4: 156,677 shares; 2026Q1: 157,609 shares 157,609 $11.3M 3.1% +932 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 17,190 shares; 2025Q1: 10,056 shares; 2025Q2: 8,250 shares; 2025Q3: 7,992 shares; 2025Q4: 168,976 shares; 2026Q1: 467,609 shares 467,609 $10.6M 2.91% +298,633 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: 2,581 shares; 2024Q4: 104,210 shares; 2025Q1: 104,210 shares; 2025Q2: 104,210 shares; 2025Q3: 104,216 shares; 2025Q4: 104,216 shares; 2026Q1: 104,515 shares 104,515 $9.06M 2.48% +299 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: 11,164 shares; 2024Q4: 11,291 shares; 2025Q1: 11,344 shares; 2025Q2: 11,346 shares; 2025Q3: 12,455 shares; 2025Q4: 12,084 shares; 2026Q1: 9,711 shares 9,711 $8.93M 2.45% -2,373 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,907 shares; 2024Q4: 174,860 shares; 2025Q1: 177,051 shares; 2025Q2: 173,570 shares; 2025Q3: 173,191 shares; 2025Q4: 186,416 shares; 2026Q1: 185,895 shares 185,895 $8.9M 2.44% -521 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,195 shares; 2024Q4: 291,455 shares; 2025Q1: 283,732 shares; 2025Q2: 233,737 shares; 2025Q3: 230,453 shares; 2025Q4: 175,925 shares; 2026Q1: 168,318 shares 168,318 $8.55M 2.34% -7,607 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: 23,857 shares; 2024Q4: 19,408 shares; 2025Q1: 19,228 shares; 2025Q2: 19,174 shares; 2025Q3: 19,090 shares; 2025Q4: 18,937 shares; 2026Q1: 18,550 shares 18,550 $8.1M 2.22% -387 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,541 shares; 2024Q4: 12,562 shares; 2025Q1: 12,778 shares; 2025Q2: 12,801 shares; 2025Q3: 13,134 shares; 2025Q4: 12,835 shares; 2026Q1: 10,660 shares 10,660 $7.55M 2.07% -2,175 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,645 shares 73,645 $7.41M 2.03% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,715 shares; 2024Q4: 32,861 shares; 2025Q1: 32,801 shares; 2025Q2: 32,546 shares; 2025Q3: 32,886 shares; 2025Q4: 33,036 shares; 2026Q1: 30,119 shares 30,119 $6.48M 1.77% -2,917 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,170 shares 79,170 $6.44M 1.77% new 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: 2,038 shares; 2024Q4: 2,177 shares; 2025Q1: 13,519 shares; 2025Q2: 13,534 shares; 2025Q3: 13,552 shares; 2025Q4: 13,221 shares; 2026Q1: 13,138 shares 13,138 $6.29M 1.73% -83 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,455 shares; 2024Q4: 22,135 shares; 2025Q1: 24,296 shares; 2025Q2: 23,359 shares; 2025Q3: 23,320 shares; 2025Q4: 22,795 shares; 2026Q1: 21,357 shares 21,357 $5.42M 1.49% -1,438 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514,857 shares; 2025Q3: 514,857 shares; 2025Q4: 465,381 shares; 2026Q1: 154,267 shares 154,267 $4.22M 1.16% -311,114 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,486 shares; 2024Q4: 117,486 shares; 2025Q1: 116,636 shares; 2025Q2: 108,333 shares; 2025Q3: 106,560 shares; 2025Q4: 103,645 shares; 2026Q1: 75,858 shares 75,858 $3.41M 0.93% -27,787 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,722 shares; 2024Q4: 70,981 shares; 2025Q1: 70,981 shares; 2025Q2: 70,981 shares; 2025Q3: 76,807 shares; 2025Q4: 78,104 shares; 2026Q1: 74,812 shares 74,812 $3.29M 0.9% -3,292 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: 14,847 shares; 2024Q4: 14,771 shares; 2025Q1: 15,142 shares; 2025Q2: 15,022 shares; 2025Q3: 14,946 shares; 2025Q4: 14,629 shares; 2026Q1: 9,898 shares 9,898 $3.06M 0.84% -4,731 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,836 shares 68,836 $2.88M 0.79% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,589 shares; 2025Q3: 19,620 shares; 2025Q4: 24,147 shares; 2026Q1: 34,717 shares 34,717 $2.86M 0.78% +10,570 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: 7,638 shares; 2024Q4: 7,644 shares; 2025Q1: 9,467 shares; 2025Q2: 9,398 shares; 2025Q3: 9,513 shares; 2025Q4: 9,112 shares; 2026Q1: 9,060 shares 9,060 $2.6M 0.71% -52 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: 9,276 shares; 2024Q4: 9,278 shares; 2025Q1: 9,336 shares; 2025Q2: 9,439 shares; 2025Q3: 9,441 shares; 2025Q4: 8,992 shares; 2026Q1: 8,753 shares 8,753 $2.51M 0.69% -239 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: 9,703 shares; 2024Q4: 9,818 shares; 2025Q1: 10,356 shares; 2025Q2: 10,303 shares; 2025Q3: 10,388 shares; 2025Q4: 9,773 shares; 2026Q1: 9,806 shares 9,806 $2.04M 0.56% +33 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 15,032 shares; 2025Q1: 7,835 shares; 2025Q2: 8,255 shares; 2025Q3: 8,637 shares; 2025Q4: 10,323 shares; 2026Q1: 13,342 shares 13,342 $1.58M 0.43% +3,019 Timeline MLN 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: 338,588 shares; 2024Q4: 197,170 shares; 2025Q1: 189,446 shares; 2025Q2: 114,643 shares; 2025Q3: 107,839 shares; 2025Q4: 86,521 shares; 2026Q1: 85,712 shares 85,712 $1.49M 0.41% -809 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,643 shares; 2024Q4: 591,903 shares; 2025Q1: 42,936 shares; 2025Q2: 47,836 shares; 2025Q3: 47,563 shares; 2025Q4: 37,794 shares; 2026Q1: 32,998 shares 32,998 $1.48M 0.41% -4,796 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 reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.39% 0 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: 5,600 shares; 2024Q4: 5,661 shares; 2025Q1: 3,988 shares; 2025Q2: 4,039 shares; 2025Q3: 3,905 shares; 2025Q4: 3,608 shares; 2026Q1: 3,577 shares 3,577 $1.32M 0.36% -31 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 13,673 shares; 2025Q1: 13,694 shares; 2025Q2: 13,410 shares; 2025Q3: 13,138 shares; 2025Q4: 13,208 shares; 2026Q1: 8,641 shares 8,641 $1.25M 0.34% -4,567 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,648 shares; 2024Q4: 27,719 shares; 2025Q1: 23,810 shares; 2025Q2: 23,419 shares; 2025Q3: 23,280 shares; 2025Q4: 23,500 shares; 2026Q1: 23,613 shares 23,613 $1.18M 0.32% +113 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: 4,242 shares; 2024Q4: 8,484 shares; 2025Q1: 8,528 shares; 2025Q2: 8,573 shares; 2025Q3: 8,576 shares; 2025Q4: 8,591 shares; 2026Q1: 7,342 shares 7,342 $1.18M 0.32% -1,249 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,901 shares; 2025Q2: 5,947 shares; 2025Q3: 6,067 shares; 2025Q4: 5,884 shares; 2026Q1: 5,920 shares 5,920 $1.03M 0.28% +36 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: 3,888 shares; 2024Q4: 3,866 shares; 2025Q1: 3,978 shares; 2025Q2: 3,997 shares; 2025Q3: 4,014 shares; 2025Q4: 4,040 shares; 2026Q1: 4,060 shares 4,060 $825K 0.23% +20 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 24,838 shares; 2025Q1: 29,114 shares; 2025Q2: 28,985 shares; 2025Q3: 28,207 shares; 2025Q4: 27,978 shares; 2026Q1: 27,709 shares 27,709 $807K 0.22% -269 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: 1,242 shares; 2024Q4: 1,247 shares; 2025Q1: 1,807 shares; 2025Q2: 1,695 shares; 2025Q3: 2,725 shares; 2025Q4: 2,597 shares; 2026Q1: 2,575 shares 2,575 $757K 0.21% -22 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: 688 shares; 2024Q4: 688 shares; 2025Q1: 3,701 shares; 2025Q2: 3,781 shares; 2025Q3: 6,432 shares; 2025Q4: 5,712 shares; 2026Q1: 5,718 shares 5,718 $710K 0.19% +6 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: 20,966 shares; 2024Q4: 20,690 shares; 2025Q1: 20,771 shares; 2025Q2: 20,722 shares; 2025Q3: 20,635 shares; 2025Q4: 20,344 shares; 2026Q1: 4,300 shares 4,300 $705K 0.19% -16,044 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 reported; 2024Q4: not reported; 2025Q1: 5,415 shares; 2025Q2: 5,480 shares; 2025Q3: 5,487 shares; 2025Q4: 5,451 shares; 2026Q1: 5,426 shares 5,426 $685K 0.19% -25 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 15,264 shares; 2025Q1: 14,301 shares; 2025Q2: 12,084 shares; 2025Q3: 11,750 shares; 2025Q4: 11,759 shares; 2026Q1: 11,763 shares 11,763 $627K 0.17% +4 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 48 shares; 2025Q2: 49 shares; 2025Q3: 51 shares; 2025Q4: 448 shares; 2026Q1: 5,960 shares 5,960 $573K 0.16% +5,512 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,196 shares; 2024Q4: 31,857 shares; 2025Q1: 32,108 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 14,621 shares; 2026Q1: 12,616 shares 12,616 $558K 0.15% -2,005 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,739 shares; 2025Q1: 4,386 shares; 2025Q2: 4,215 shares; 2025Q3: 4,209 shares; 2025Q4: 5,663 shares; 2026Q1: 5,341 shares 5,341 $537K 0.15% -322 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,143 shares; 2024Q4: 158,068 shares; 2025Q1: 157,764 shares; 2025Q2: 9,764 shares; 2025Q3: 9,764 shares; 2025Q4: 9,715 shares; 2026Q1: 9,715 shares 9,715 $518K 0.14% 0 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: 5,764 shares; 2024Q4: 5,888 shares; 2025Q1: 6,128 shares; 2025Q2: 5,829 shares; 2025Q3: 5,953 shares; 2025Q4: 5,935 shares; 2026Q1: 6,029 shares 6,029 $513K 0.14% +94 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares 4,879 $499K 0.14% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 7,546 shares; 2025Q1: 7,546 shares; 2025Q2: 7,595 shares; 2025Q3: 17,602 shares; 2025Q4: 18,244 shares; 2026Q1: 19,420 shares 19,420 $480K 0.13% +1,176 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: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,574 shares; 2025Q2: 1,595 shares; 2025Q3: 1,939 shares; 2025Q4: 1,886 shares; 2026Q1: 1,882 shares 1,882 $409K 0.11% -4 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,752 shares; 2024Q4: 29,821 shares; 2025Q1: 30,015 shares; 2025Q2: 30,260 shares; 2025Q3: 30,186 shares; 2025Q4: 7,663 shares; 2026Q1: 7,890 shares 7,890 $399K 0.11% +227 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,126 shares 10,126 $374K 0.1% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 640 shares; 2025Q1: 292 shares; 2025Q2: 293 shares; 2025Q3: 1,153 shares; 2025Q4: 2,306 shares; 2026Q1: 2,307 shares 2,307 $306K 0.08% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 678 shares; 2025Q1: 1,038 shares; 2025Q2: 979 shares; 2025Q3: 995 shares; 2025Q4: 922 shares; 2026Q1: 872 shares 872 $294K 0.08% -50 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: 3,086 shares; 2024Q4: 3,095 shares; 2025Q1: 3,226 shares; 2025Q2: 3,209 shares; 2025Q3: 3,212 shares; 2025Q4: 3,156 shares; 2026Q1: 3,158 shares 3,158 $293K 0.08% +2 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 1,715 shares; 2025Q1: 1,814 shares; 2025Q2: 1,816 shares; 2025Q3: 1,573 shares; 2025Q4: 1,575 shares; 2026Q1: 1,486 shares 1,486 $285K 0.08% -89 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: 1,972 shares; 2024Q4: 1,975 shares; 2025Q1: 2,412 shares; 2025Q2: 2,393 shares; 2025Q3: 2,884 shares; 2025Q4: 2,815 shares; 2026Q1: 2,758 shares 2,758 $283K 0.08% -57 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: 699 shares; 2024Q4: 704 shares; 2025Q1: 1,459 shares; 2025Q2: 1,265 shares; 2025Q3: 1,342 shares; 2025Q4: 1,212 shares; 2026Q1: 1,158 shares 1,158 $283K 0.08% -54 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,266 shares; 2025Q1: 86,266 shares; 2025Q2: 86,266 shares; 2025Q3: 86,266 shares; 2025Q4: 12,643 shares; 2026Q1: 12,643 shares 12,643 $278K 0.08% 0 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: 201 shares; 2024Q4: 201 shares; 2025Q1: 272 shares; 2025Q2: 271 shares; 2025Q3: 267 shares; 2025Q4: 266 shares; 2026Q1: 273 shares 273 $272K 0.07% +7 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 6,532 shares; 2025Q4: 6,532 shares; 2026Q1: 6,532 shares 6,532 $264K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 377 shares 377 $263K 0.07% -3 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,665 shares; 2026Q1: 5,127 shares 5,127 $244K 0.07% -2,538 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: 63 shares; 2024Q4: 73 shares; 2025Q1: 515 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 415 shares 415 $239K 0.07% +23 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 3,228 shares; 2025Q1: 2,169 shares; 2025Q2: 2,190 shares; 2025Q3: 7,774 shares; 2025Q4: 7,792 shares; 2026Q1: 7,807 shares 7,807 $239K 0.07% +15 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,371 shares 2,371 $235K 0.06% -344 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 reported; 2024Q4: 513 shares; 2025Q1: 536 shares; 2025Q2: 355 shares; 2025Q3: 333 shares; 2025Q4: 334 shares; 2026Q1: 335 shares 335 $218K 0.06% +1 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,499 shares; 2024Q4: 11,499 shares; 2025Q1: 12,712 shares; 2025Q2: 10,115 shares; 2025Q3: 5,220 shares; 2025Q4: 5,133 shares; 2026Q1: 5,133 shares 5,133 $218K 0.06% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 2,826 shares; 2025Q1: 2,821 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,711 shares 2,711 $217K 0.06% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 182 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 1,297 shares 1,297 $192K 0.05% +1,113 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: 293 shares; 2024Q4: 313 shares; 2025Q1: 602 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 493 shares; 2026Q1: 333 shares 333 $190K 0.05% -160 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 423 shares; 2025Q2: 356 shares; 2025Q3: 818 shares; 2025Q4: 663 shares; 2026Q1: 870 shares 870 $180K 0.05% +207 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: 504 shares; 2024Q4: 506 shares; 2025Q1: 624 shares; 2025Q2: 608 shares; 2025Q3: 610 shares; 2025Q4: 609 shares; 2026Q1: 555 shares 555 $176K 0.05% -54 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,743 shares; 2025Q1: 1,747 shares; 2025Q2: 1,750 shares; 2025Q3: 1,755 shares; 2025Q4: 1,759 shares; 2026Q1: 1,549 shares 1,549 $171K 0.05% -210 Timeline BIL 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: 873 shares; 2024Q4: 1,140 shares; 2025Q1: 966 shares; 2025Q2: 970 shares; 2025Q3: 976 shares; 2025Q4: 1,080 shares; 2026Q1: 1,851 shares 1,851 $169K 0.05% +771 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: 225 shares; 2024Q4: 426 shares; 2025Q1: 627 shares; 2025Q2: 636 shares; 2025Q3: 611 shares; 2025Q4: 593 shares; 2026Q1: 556 shares 556 $168K 0.05% -37 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,485 shares; 2025Q4: 22,892 shares; 2026Q1: 6,168 shares 6,168 $158K 0.04% -16,724 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 919 shares; 2025Q2: 1,103 shares; 2025Q3: 1,211 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879 $149K 0.04% 0 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: 205 shares; 2024Q4: 225 shares; 2025Q1: 279 shares; 2025Q2: 270 shares; 2025Q3: 471 shares; 2025Q4: 479 shares; 2026Q1: 479 shares 479 $148K 0.04% 0 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: 800 shares; 2024Q4: 951 shares; 2025Q1: 3,509 shares; 2025Q2: 3,509 shares; 2025Q3: 3,529 shares; 2025Q4: 2,998 shares; 2026Q1: 2,953 shares 2,953 $148K 0.04% -45 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,610 shares; 2025Q1: 1,412 shares; 2025Q2: 1,400 shares; 2025Q3: 1,568 shares; 2025Q4: 1,403 shares; 2026Q1: 1,595 shares 1,595 $147K 0.04% +192 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: 50 shares; 2024Q4: 140 shares; 2025Q1: 4,547 shares; 2025Q2: 4,317 shares; 2025Q3: 4,835 shares; 2025Q4: 3,873 shares; 2026Q1: 3,318 shares 3,318 $146K 0.04% -555 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 886 shares 886 $145K 0.04% +725 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,638 shares; 2026Q1: 2,638 shares 2,638 $144K 0.04% 0 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: 637 shares; 2024Q4: 547 shares; 2025Q1: 761 shares; 2025Q2: 936 shares; 2025Q3: 945 shares; 2025Q4: 886 shares; 2026Q1: 873 shares 873 $143K 0.04% -13 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 444 shares; 2025Q3: 484 shares; 2025Q4: 437 shares; 2026Q1: 563 shares 563 $139K 0.04% +126 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: 361 shares; 2024Q4: 402 shares; 2025Q1: 570 shares; 2025Q2: 593 shares; 2025Q3: 591 shares; 2025Q4: 563 shares; 2026Q1: 581 shares 581 $137K 0.04% +18 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: 221 shares; 2024Q4: 222 shares; 2025Q1: 388 shares; 2025Q2: 404 shares; 2025Q3: 391 shares; 2025Q4: 371 shares; 2026Q1: 373 shares 373 $131K 0.04% +2 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: 555 shares; 2024Q4: 556 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 871 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $131K 0.04% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,796 shares 1,796 $131K 0.04% new 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: 50 shares; 2024Q4: 51 shares; 2025Q1: 3,139 shares; 2025Q2: 3,322 shares; 2025Q3: 3,171 shares; 2025Q4: 2,661 shares; 2026Q1: 2,572 shares 2,572 $125K 0.03% -89 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: 370 shares; 2024Q4: 395 shares; 2025Q1: 2,045 shares; 2025Q2: 2,238 shares; 2025Q3: 2,168 shares; 2025Q4: 1,643 shares; 2026Q1: 1,613 shares 1,613 $125K 0.03% -30 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: 377 shares; 2024Q4: 378 shares; 2025Q1: 1,074 shares; 2025Q2: 942 shares; 2025Q3: 967 shares; 2025Q4: 843 shares; 2026Q1: 850 shares 850 $122K 0.03% +7 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $120K 0.03% 0 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: 390 shares; 2024Q4: 382 shares; 2025Q1: 670 shares; 2025Q2: 651 shares; 2025Q3: 550 shares; 2025Q4: 494 shares; 2026Q1: 489 shares 489 $118K 0.03% -5 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: 261 shares; 2024Q4: 196 shares; 2025Q1: 985 shares; 2025Q2: 849 shares; 2025Q3: 1,032 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $117K 0.03% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 192 shares; 2025Q1: 253 shares; 2025Q2: 358 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 564 shares 564 $116K 0.03% -19 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: 188 shares; 2024Q4: 202 shares; 2025Q1: 450 shares; 2025Q2: 467 shares; 2025Q3: 425 shares; 2025Q4: 347 shares; 2026Q1: 349 shares 349 $115K 0.03% +2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 378 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $115K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 516 shares; 2025Q1: 844 shares; 2025Q2: 815 shares; 2025Q3: 790 shares; 2025Q4: 729 shares; 2026Q1: 764 shares 764 $112K 0.03% +35 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,477 shares; 2025Q2: 1,744 shares; 2025Q3: 1,740 shares; 2025Q4: 1,627 shares; 2026Q1: 2,467 shares 2,467 $111K 0.03% +840 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $106K 0.03% 0 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: 322 shares; 2024Q4: 323 shares; 2025Q1: 442 shares; 2025Q2: 422 shares; 2025Q3: 433 shares; 2025Q4: 428 shares; 2026Q1: 538 shares 538 $100K 0.03% +110 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: 460 shares; 2025Q3: 491 shares; 2025Q4: 456 shares; 2026Q1: 402 shares 402 $98K 0.03% -54 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 1,786 shares; 2025Q2: 1,391 shares; 2025Q3: 1,293 shares; 2025Q4: 949 shares; 2026Q1: 850 shares 850 $96K 0.03% -99 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,932 shares 1,932 $96K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 393 shares; 2025Q2: 512 shares; 2025Q3: 563 shares; 2025Q4: 548 shares; 2026Q1: 516 shares 516 $94K 0.03% -32 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $93K 0.03% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,464 shares; 2024Q4: 2,471 shares; 2025Q1: 2,478 shares; 2025Q2: 2,485 shares; 2025Q3: 2,490 shares; 2025Q4: 2,496 shares; 2026Q1: 2,496 shares 2,496 $90K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 104 shares; 2026Q1: 101 shares 101 $85K 0.02% -3 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 1,419 shares; 2025Q2: 1,386 shares; 2025Q3: 1,091 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares 1,392 $84K 0.02% 0 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares 709 $84K 0.02% 0 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: 6,036 shares; 2024Q4: 5,923 shares; 2025Q1: 727 shares; 2025Q2: 661 shares; 2025Q3: 667 shares; 2025Q4: 645 shares; 2026Q1: 617 shares 617 $84K 0.02% -28 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 75 shares; 2025Q1: 98 shares; 2025Q2: 93 shares; 2025Q3: 105 shares; 2025Q4: 102 shares; 2026Q1: 107 shares 107 $83K 0.02% +5 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 520,533 shares; 2025Q2: 520,411 shares; 2025Q3: 520,411 shares; 2025Q4: 515,023 shares; 2026Q1: 3,183 shares 3,183 $83K 0.02% -511,840 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $80K 0.02% 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: 878 shares; 2024Q4: 900 shares; 2025Q1: 907 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 109 shares; 2026Q1: 108 shares 108 $79K 0.02% -1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 259 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 292 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $79K 0.02% 0 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 2,051 shares; 2025Q2: 1,617 shares; 2025Q3: 1,558 shares; 2025Q4: 1,209 shares; 2026Q1: 985 shares 985 $78K 0.02% -224 Timeline BOND 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares 839 $77K 0.02% 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 693 shares; 2025Q2: 665 shares; 2025Q3: 717 shares; 2025Q4: 585 shares; 2026Q1: 582 shares 582 $76K 0.02% -3 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 662 shares; 2026Q1: 662 shares 662 $75K 0.02% 0 Timeline LIBERTY LIBERTY More: the full row for LIBERTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,761 shares 1,761 $75K 0.02% new 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: 131 shares; 2024Q4: 131 shares; 2025Q1: 230 shares; 2025Q2: 225 shares; 2025Q3: 164 shares; 2025Q4: 151 shares; 2026Q1: 147 shares 147 $73K 0.02% -4 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 72 shares; 2025Q1: 1,283 shares; 2025Q2: 1,322 shares; 2025Q3: 1,292 shares; 2025Q4: 1,091 shares; 2026Q1: 997 shares 997 $71K 0.02% -94 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,277 shares; 2025Q2: 1,060 shares; 2025Q3: 1,048 shares; 2025Q4: 1,053 shares; 2026Q1: 1,055 shares 1,055 $71K 0.02% +2 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $71K 0.02% 0 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: 481 shares; 2024Q4: 467 shares; 2025Q1: 789 shares; 2025Q2: 432 shares; 2025Q3: 493 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $70K 0.02% 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 266 shares; 2025Q2: 254 shares; 2025Q3: 272 shares; 2025Q4: 241 shares; 2026Q1: 188 shares 188 $69K 0.02% -53 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $69K 0.02% 0 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: 255 shares; 2024Q4: 255 shares; 2025Q1: 308 shares; 2025Q2: 349 shares; 2025Q3: 371 shares; 2025Q4: 357 shares; 2026Q1: 360 shares 360 $68K 0.02% +3 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $68K 0.02% 0 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: 199 shares; 2024Q4: 182 shares; 2025Q1: 265 shares; 2025Q2: 240 shares; 2025Q3: 256 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $67K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,759 shares; 2025Q1: 1,025 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 804 shares; 2026Q1: 804 shares 804 $67K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 328 shares; 2025Q3: 211 shares; 2025Q4: 76 shares; 2026Q1: 1,287 shares 1,287 $66K 0.02% +1,211 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,017 shares; 2025Q3: 1,124 shares; 2025Q4: 948 shares; 2026Q1: 895 shares 895 $66K 0.02% -53 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: 175 shares; 2024Q4: 146 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 195 shares; 2025Q4: 133 shares; 2026Q1: 133 shares 133 $65K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 880 shares; 2025Q1: 883 shares; 2025Q2: 892 shares; 2025Q3: 868 shares; 2025Q4: 879 shares; 2026Q1: 885 shares 885 $65K 0.02% +6 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: 25 shares; 2024Q4: 65 shares; 2025Q1: 191 shares; 2025Q2: 231 shares; 2025Q3: 234 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $64K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 317 shares; 2025Q1: 547 shares; 2025Q2: 541 shares; 2025Q3: 547 shares; 2025Q4: 462 shares; 2026Q1: 463 shares 463 $64K 0.02% +1 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: 435 shares; 2025Q3: 469 shares; 2025Q4: 465 shares; 2026Q1: 570 shares 570 $64K 0.02% +105 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 360 shares; 2025Q3: 485 shares; 2025Q4: 577 shares; 2026Q1: 705 shares 705 $63K 0.02% +128 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 197 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $63K 0.02% 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: 141 shares; 2024Q4: 141 shares; 2025Q1: 239 shares; 2025Q2: 222 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 313 shares 313 $62K 0.02% +65 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 657 shares 657 $61K 0.02% +517 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $60K 0.02% 0 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $60K 0.02% new COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181 shares; 2025Q2: 199 shares; 2025Q3: 196 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $59K 0.02% 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 199 shares; 2025Q2: 186 shares; 2025Q3: 209 shares; 2025Q4: 202 shares; 2026Q1: 198 shares 198 $58K 0.02% -4 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: 121 shares; 2024Q4: 121 shares; 2025Q1: 207 shares; 2025Q2: 115 shares; 2025Q3: 193 shares; 2025Q4: 159 shares; 2026Q1: 211 shares 211 $57K 0.02% +52 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 282 shares; 2025Q1: 295 shares; 2025Q2: 438 shares; 2025Q3: 388 shares; 2025Q4: 420 shares; 2026Q1: 470 shares 470 $57K 0.02% +50 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 reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 131 shares; 2025Q3: 126 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $56K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 1,213 shares; 2025Q1: 1,343 shares; 2025Q2: 1,260 shares; 2025Q3: 1,264 shares; 2025Q4: 1,266 shares; 2026Q1: 1,252 shares 1,252 $56K 0.02% -14 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 164 shares; 2026Q1: 164 shares 164 $53K 0.01% 0 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 163 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 159 shares; 2026Q1: 158 shares 158 $52K 0.01% -1 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 848 shares; 2025Q1: 937 shares; 2025Q2: 978 shares; 2025Q3: 1,058 shares; 2025Q4: 866 shares; 2026Q1: 1,003 shares 1,003 $50K 0.01% +137 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 89 shares; 2025Q2: 98 shares; 2025Q3: 92 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $49K 0.01% 0 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: 479 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares 2,395 $49K 0.01% 0 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: 60 shares; 2024Q4: 61 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 196 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $49K 0.01% 0 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: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $48K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 990 shares; 2025Q4: 981 shares; 2026Q1: 981 shares 981 $48K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 253 shares 253 $48K 0.01% -57 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 439 shares; 2025Q3: 385 shares; 2025Q4: 293 shares; 2026Q1: 262 shares 262 $47K 0.01% -31 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: 128 shares; 2024Q4: 129 shares; 2025Q1: 301 shares; 2025Q2: 279 shares; 2025Q3: 253 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $47K 0.01% 0 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: 213 shares; 2024Q4: 193 shares; 2025Q1: 444 shares; 2025Q2: 397 shares; 2025Q3: 400 shares; 2025Q4: 356 shares; 2026Q1: 328 shares 328 $47K 0.01% -28 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 255 shares; 2025Q4: 257 shares; 2026Q1: 258 shares 258 $46K 0.01% +1 Timeline NTDOY NINTENDO CO LTD-UNSPONS ADR More: the full row for NINTENDO CO LTD-UNSPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,946 shares; 2026Q1: 3,245 shares 3,245 $46K 0.01% +299 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: 113 shares; 2025Q4: 107 shares; 2026Q1: 104 shares 104 $45K 0.01% -3 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 118 shares; 2025Q3: 147 shares; 2025Q4: 133 shares; 2026Q1: 181 shares 181 $45K 0.01% +48 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $45K 0.01% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,786 shares; 2024Q4: 5,443 shares; 2025Q1: 4,763 shares; 2025Q2: 2,660 shares; 2025Q3: 2,105 shares; 2025Q4: 1,352 shares; 2026Q1: 812 shares 812 $45K 0.01% -540 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,062 shares; 2026Q1: 1,064 shares 1,064 $44K 0.01% +2 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: 114 shares; 2024Q4: 115 shares; 2025Q1: 191 shares; 2025Q2: 211 shares; 2025Q3: 193 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $44K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $43K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 288 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $43K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 560 shares; 2025Q3: 666 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $43K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 292 shares; 2025Q1: 369 shares; 2025Q2: 378 shares; 2025Q3: 354 shares; 2025Q4: 356 shares; 2026Q1: 462 shares 462 $42K 0.01% +106 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 128 shares; 2025Q2: 133 shares; 2025Q3: 134 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $41K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 208 shares 208 $41K 0.01% -209 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 270 shares; 2025Q3: 276 shares; 2025Q4: 233 shares; 2026Q1: 196 shares 196 $41K 0.01% -37 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 139 shares; 2025Q2: 213 shares; 2025Q3: 227 shares; 2025Q4: 211 shares; 2026Q1: 197 shares 197 $40K 0.01% -14 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 295 shares 295 $40K 0.01% +295 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $40K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 165 shares 165 $40K 0.01% +165 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 296 shares; 2025Q2: 314 shares; 2025Q3: 315 shares; 2025Q4: 130 shares; 2026Q1: 153 shares 153 $40K 0.01% +23 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 reported; 2024Q4: 0 shares; 2025Q1: 172 shares; 2025Q2: 224 shares; 2025Q3: 197 shares; 2025Q4: 183 shares; 2026Q1: 163 shares 163 $39K 0.01% -20 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 448 shares; 2025Q3: 408 shares; 2025Q4: 352 shares; 2026Q1: 332 shares 332 $39K 0.01% -20 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 76 shares; 2025Q3: 86 shares; 2025Q4: 134 shares; 2026Q1: 140 shares 140 $39K 0.01% +6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 425 shares; 2025Q1: 612 shares; 2025Q2: 619 shares; 2025Q3: 635 shares; 2025Q4: 538 shares; 2026Q1: 587 shares 587 $38K 0.01% +49 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 reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 185 shares; 2025Q3: 178 shares; 2025Q4: 154 shares; 2026Q1: 144 shares 144 $38K 0.01% -10 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 378 shares; 2025Q2: 393 shares; 2025Q3: 405 shares; 2025Q4: 351 shares; 2026Q1: 301 shares 301 $38K 0.01% -50 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 619 shares; 2025Q1: 784 shares; 2025Q2: 855 shares; 2025Q3: 824 shares; 2025Q4: 552 shares; 2026Q1: 404 shares 404 $38K 0.01% -148 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 494 shares; 2025Q1: 589 shares; 2025Q2: 660 shares; 2025Q3: 610 shares; 2025Q4: 574 shares; 2026Q1: 575 shares 575 $38K 0.01% +1 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: 164 shares; 2024Q4: 164 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 386 shares; 2025Q4: 348 shares; 2026Q1: 354 shares 354 $38K 0.01% +6 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 328 shares 328 $37K 0.01% -28 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: 557 shares; 2024Q4: 559 shares; 2025Q1: 614 shares; 2025Q2: 633 shares; 2025Q3: 636 shares; 2025Q4: 637 shares; 2026Q1: 404 shares 404 $37K 0.01% -233 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 1,021 shares; 2025Q3: 776 shares; 2025Q4: 638 shares; 2026Q1: 893 shares 893 $37K 0.01% +255 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 333 shares; 2025Q2: 481 shares; 2025Q3: 497 shares; 2025Q4: 473 shares; 2026Q1: 511 shares 511 $36K 0.01% +38 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: 456 shares; 2024Q4: 133 shares; 2025Q1: 1,641 shares; 2025Q2: 1,962 shares; 2025Q3: 985 shares; 2025Q4: 1,274 shares; 2026Q1: 1,266 shares 1,266 $35K 0.01% -8 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 827 shares; 2025Q3: 967 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $35K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 410 shares; 2025Q3: 397 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $35K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769 $35K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 110 shares; 2025Q3: 102 shares; 2025Q4: 118 shares; 2026Q1: 102 shares 102 $34K 0.01% -16 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 reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 25 shares; 2025Q3: 34 shares; 2025Q4: 25 shares; 2026Q1: 71 shares 71 $34K 0.01% +46 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 208 shares; 2025Q1: 148 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $34K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 70 shares; 2025Q2: 68 shares; 2025Q3: 70 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $34K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 301 shares; 2025Q2: 290 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 293 shares 293 $34K 0.01% +1 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 158 shares; 2025Q2: 152 shares; 2025Q3: 144 shares; 2025Q4: 127 shares; 2026Q1: 158 shares 158 $34K 0.01% +31 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 reported; 2024Q4: 100 shares; 2025Q1: 2,256 shares; 2025Q2: 2,256 shares; 2025Q3: 2,289 shares; 2025Q4: 1,254 shares; 2026Q1: 1,149 shares 1,149 $33K 0.01% -105 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 102 shares; 2025Q3: 99 shares; 2025Q4: 103 shares; 2026Q1: 94 shares 94 $33K 0.01% -9 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 506 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 517 shares; 2025Q4: 515 shares; 2026Q1: 506 shares 506 $33K 0.01% -9 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 556 shares; 2025Q1: 561 shares; 2025Q2: 565 shares; 2025Q3: 570 shares; 2025Q4: 574 shares; 2026Q1: 579 shares 579 $33K 0.01% +5 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 171 shares; 2025Q4: 151 shares; 2026Q1: 177 shares 177 $32K 0.01% +26 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 207 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 270 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $31K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 41 shares; 2025Q3: 59 shares; 2025Q4: 78 shares; 2026Q1: 127 shares 127 $30K 0.01% +49 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 reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 241 shares; 2025Q3: 293 shares; 2025Q4: 307 shares; 2026Q1: 307 shares 307 $30K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 223 shares; 2025Q2: 181 shares; 2025Q3: 215 shares; 2025Q4: 189 shares; 2026Q1: 193 shares 193 $30K 0.01% +4 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 143 shares; 2025Q3: 145 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $30K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 433 shares; 2025Q2: 398 shares; 2025Q3: 384 shares; 2025Q4: 332 shares; 2026Q1: 332 shares 332 $30K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 71 shares 71 $30K 0.01% +7 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $29K 0.01% new 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: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $29K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 447 shares; 2025Q3: 624 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $29K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 265 shares; 2025Q1: 370 shares; 2025Q2: 372 shares; 2025Q3: 375 shares; 2025Q4: 353 shares; 2026Q1: 167 shares 167 $28K 0.01% -186 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: 127 shares; 2024Q4: 192 shares; 2025Q1: 616 shares; 2025Q2: 645 shares; 2025Q3: 429 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $28K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 135 shares; 2026Q1: 131 shares 131 $28K 0.01% -4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248 shares; 2025Q2: 233 shares; 2025Q3: 212 shares; 2025Q4: 287 shares; 2026Q1: 351 shares 351 $28K 0.01% +64 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 289 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441 $28K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 516 shares; 2026Q1: 437 shares 437 $27K 0.01% -79 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $27K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 157 shares; 2025Q4: 158 shares; 2026Q1: 159 shares 159 $27K 0.01% +1 Timeline EWJV 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: 165,523 shares; 2024Q4: 168,807 shares; 2025Q1: 676 shares; 2025Q2: 682 shares; 2025Q3: 623 shares; 2025Q4: 645 shares; 2026Q1: 642 shares 642 $27K 0.01% -3 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 346 shares; 2025Q1: 490 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 512 shares; 2026Q1: 361 shares 361 $26K 0.01% -151 Timeline EFAV 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: 273 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 286 shares; 2026Q1: 286 shares 286 $26K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 183 shares; 2025Q3: 185 shares; 2025Q4: 177 shares; 2026Q1: 185 shares 185 $26K 0.01% +8 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 131 shares; 2025Q4: 119 shares; 2026Q1: 135 shares 135 $26K 0.01% +16 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $26K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 356 shares; 2025Q2: 387 shares; 2025Q3: 684 shares; 2025Q4: 692 shares; 2026Q1: 821 shares 821 $26K 0.01% +129 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 1,436 shares; 2025Q3: 1,446 shares; 2025Q4: 1,121 shares; 2026Q1: 1,111 shares 1,111 $26K 0.01% -10 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $26K 0.01% 0 Timeline NLR 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 reported; 2024Q4: 163 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 225 shares; 2026Q1: 197 shares 197 $26K 0.01% -28 Timeline URA 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 reported; 2024Q4: 808 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 699 shares; 2026Q1: 555 shares 555 $26K 0.01% -144 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 reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 121 shares; 2025Q3: 112 shares; 2025Q4: 113 shares; 2026Q1: 129 shares 129 $25K 0.01% +16 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: 202 shares; 2024Q4: 203 shares; 2025Q1: 307 shares; 2025Q2: 309 shares; 2025Q3: 229 shares; 2025Q4: 279 shares; 2026Q1: 280 shares 280 $25K 0.01% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 113 shares 113 $25K 0.01% +3 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 reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 128 shares; 2025Q3: 165 shares; 2025Q4: 121 shares; 2026Q1: 120 shares 120 $25K 0.01% -1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 157 shares; 2025Q4: 156 shares; 2026Q1: 157 shares 157 $25K 0.01% +1 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 reported; 2024Q4: 118 shares; 2025Q1: 1,048 shares; 2025Q2: 789 shares; 2025Q3: 431 shares; 2025Q4: 557 shares; 2026Q1: 849 shares 849 $24K 0.01% +292 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $24K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 271 shares; 2025Q2: 175 shares; 2025Q3: 174 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $24K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 206 shares; 2025Q3: 208 shares; 2025Q4: 167 shares; 2026Q1: 90 shares 90 $24K 0.01% -77 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: 154 shares; 2024Q4: 20 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 121 shares; 2026Q1: 119 shares 119 $24K 0.01% -2 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 438 shares; 2025Q2: 476 shares; 2025Q3: 480 shares; 2025Q4: 351 shares; 2026Q1: 347 shares 347 $24K 0.01% -4 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 183 shares; 2025Q3: 323 shares; 2025Q4: 266 shares; 2026Q1: 329 shares 329 $24K 0.01% +63 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: 165 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 207 shares; 2025Q4: 208 shares; 2026Q1: 207 shares 207 $24K 0.01% -1 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 402 shares; 2025Q4: 341 shares; 2026Q1: 323 shares 323 $24K 0.01% -18 Timeline SPLV 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: 322 shares; 2024Q4: 324 shares; 2025Q1: 325 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 330 shares; 2026Q1: 332 shares 332 $24K 0.01% +2 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 71 shares; 2025Q3: 91 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $24K 0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 1 shares; 2025Q1: 38 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 25 shares 25 $24K 0.01% -3 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 reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 47 shares; 2026Q1: 55 shares 55 $23K 0.01% +8 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 84 shares; 2025Q2: 88 shares; 2025Q3: 89 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $23K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 106 shares; 2025Q4: 94 shares; 2026Q1: 173 shares 173 $23K 0.01% +79 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,019 shares; 2025Q3: 1,345 shares; 2025Q4: 1,376 shares; 2026Q1: 1,038 shares 1,038 $23K 0.01% -338 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $22K 0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 350 shares; 2025Q3: 249 shares; 2025Q4: 201 shares; 2026Q1: 363 shares 363 $22K 0.01% +162 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 822 shares; 2025Q2: 854 shares; 2025Q3: 693 shares; 2025Q4: 661 shares; 2026Q1: 661 shares 661 $22K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 413 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 430 shares; 2025Q4: 431 shares; 2026Q1: 349 shares 349 $22K 0.01% -82 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 235 shares; 2025Q3: 316 shares; 2025Q4: 278 shares; 2026Q1: 284 shares 284 $22K 0.01% +6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 323 shares; 2026Q1: 323 shares 323 $22K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 63 shares 63 $22K 0.01% +10 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 276 shares; 2025Q3: 279 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $22K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 72 shares; 2026Q1: 92 shares 92 $22K 0.01% +20 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 248 shares; 2025Q2: 242 shares; 2025Q3: 233 shares; 2025Q4: 218 shares; 2026Q1: 229 shares 229 $22K 0.01% +11 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $22K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 262 shares; 2025Q1: 983 shares; 2025Q2: 1,281 shares; 2025Q3: 1,429 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $22K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $22K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 56 shares; 2026Q1: 55 shares 55 $21K 0.01% -1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 33 shares; 2025Q1: 37 shares; 2025Q2: 54 shares; 2025Q3: 32 shares; 2025Q4: 29 shares; 2026Q1: 35 shares 35 $21K 0.01% +6 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 437 shares; 2025Q3: 138 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $21K 0.01% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $21K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 162 shares; 2025Q3: 142 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $21K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 94 shares; 2025Q2: 245 shares; 2025Q3: 235 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $21K 0.01% 0 Timeline RWJ 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: 416 shares; 2024Q4: 417 shares; 2025Q1: 419 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 422 shares; 2026Q1: 424 shares 424 $21K 0.01% +2 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 reported; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 203 shares; 2025Q3: 159 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $20K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: 595 shares; 2025Q3: 560 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $20K 0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $20K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares 1,486 $20K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 220 shares; 2025Q3: 195 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $20K 0.01% 0 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $19K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 117 shares; 2025Q4: 107 shares; 2026Q1: 92 shares 92 $19K 0.01% -15 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 218 shares; 2025Q3: 241 shares; 2025Q4: 207 shares; 2026Q1: 264 shares 264 $19K 0.01% +57 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 194 shares; 2025Q3: 196 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $19K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 89 shares; 2025Q3: 99 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $19K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 138 shares; 2025Q3: 94 shares; 2025Q4: 95 shares; 2026Q1: 117 shares 117 $19K 0.01% +22 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 187 shares 187 $19K 0.01% +51 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 225 shares; 2025Q4: 191 shares; 2026Q1: 192 shares 192 $18K <0.01% +1 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 407 shares; 2025Q4: 539 shares; 2026Q1: 567 shares 567 $18K <0.01% +28 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 reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $18K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 598 shares; 2025Q2: 485 shares; 2025Q3: 546 shares; 2025Q4: 481 shares; 2026Q1: 396 shares 396 $18K <0.01% -85 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: 663 shares; 2024Q4: 496 shares; 2025Q1: 523 shares; 2025Q2: 362 shares; 2025Q3: 371 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $18K <0.01% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,017 shares; 2024Q4: 16,493 shares; 2025Q1: 15,995 shares; 2025Q2: 10,807 shares; 2025Q3: 10,741 shares; 2025Q4: 10,721 shares; 2026Q1: 389 shares 389 $18K <0.01% -10,332 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 612 shares; 2025Q4: 413 shares; 2026Q1: 798 shares 798 $18K <0.01% +385 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 361 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 282 shares; 2026Q1: 284 shares 284 $17K <0.01% +2 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 119 shares; 2025Q4: 46 shares; 2026Q1: 105 shares 105 $17K <0.01% +59 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $17K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 377 shares; 2025Q2: 330 shares; 2025Q3: 355 shares; 2025Q4: 296 shares; 2026Q1: 297 shares 297 $17K <0.01% +1 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares 182 $17K <0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $17K <0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 10,757 shares; 2025Q1: 10,757 shares; 2025Q2: 6,173 shares; 2025Q3: 6,813 shares; 2025Q4: 6,813 shares; 2026Q1: 363 shares 363 $17K <0.01% -6,450 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 reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 5 shares; 2026Q1: 4 shares 4 $16K <0.01% -1 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $16K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 100 shares; 2025Q3: 84 shares; 2025Q4: 110 shares; 2026Q1: 296 shares 296 $16K <0.01% +186 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $16K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $16K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 574 shares; 2025Q1: 2,677 shares; 2025Q2: 4,881 shares; 2025Q3: 2,280 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares 1,471 $16K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 80 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $16K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 85 shares; 2025Q4: 65 shares; 2026Q1: 60 shares 60 $16K <0.01% -5 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 47 shares; 2025Q3: 41 shares; 2025Q4: 42 shares; 2026Q1: 61 shares 61 $16K <0.01% +19 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 33 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $16K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 122 shares; 2026Q1: 122 shares 122 $16K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 69 shares; 2026Q1: 94 shares 94 $16K <0.01% +25 Timeline BANK AMER CORP DEP SHS REPS… BANK AMER CORP DEP SHS REPSTG More: the full row for BANK AMER CORP DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $16K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 99 shares; 2025Q3: 93 shares; 2025Q4: 79 shares; 2026Q1: 89 shares 89 $15K <0.01% +10 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 reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 55 shares; 2025Q3: 57 shares; 2025Q4: 45 shares; 2026Q1: 36 shares 36 $15K <0.01% -9 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 reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 80 shares; 2026Q1: 149 shares 149 $15K <0.01% +69 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 351 shares; 2025Q3: 354 shares; 2025Q4: 231 shares; 2026Q1: 228 shares 228 $15K <0.01% -3 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $15K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 64 shares; 2026Q1: 40 shares 40 $15K <0.01% -24 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 332 shares; 2025Q2: 407 shares; 2025Q3: 565 shares; 2025Q4: 499 shares; 2026Q1: 412 shares 412 $15K <0.01% -87 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 141 shares 141 $15K <0.01% -9 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 117 shares 117 $15K <0.01% -283 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 65 shares; 2025Q3: 163 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $14K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 65 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $14K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $14K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 101 shares; 2025Q3: 60 shares; 2025Q4: 76 shares; 2026Q1: 149 shares 149 $14K <0.01% +73 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 140 shares; 2026Q1: 107 shares 107 $14K <0.01% -33 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 66 shares 66 $14K <0.01% +1 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $14K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 65 shares; 2025Q3: 67 shares; 2025Q4: 46 shares; 2026Q1: 79 shares 79 $14K <0.01% +33 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 165 shares; 2025Q3: 169 shares; 2025Q4: 150 shares; 2026Q1: 156 shares 156 $14K <0.01% +6 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 696 shares; 2025Q2: 586 shares; 2025Q3: 618 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $14K <0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $14K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 81 shares; 2025Q3: 104 shares; 2025Q4: 139 shares; 2026Q1: 177 shares 177 $14K <0.01% +38 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 110 shares; 2025Q3: 138 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $14K <0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $13K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 49 shares; 2025Q3: 45 shares; 2025Q4: 58 shares; 2026Q1: 104 shares 104 $13K <0.01% +46 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 67 shares; 2025Q3: 93 shares; 2025Q4: 97 shares; 2026Q1: 65 shares 65 $13K <0.01% -32 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 182 shares; 2025Q3: 101 shares; 2025Q4: 109 shares; 2026Q1: 290 shares 290 $13K <0.01% +181 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $13K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $13K <0.01% 0 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $13K <0.01% 0 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 258 shares; 2026Q1: 263 shares 263 $13K <0.01% +5 Timeline CRH PLC ADS CRH PLC ADS More: the full row for CRH PLC ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 239 shares; 2025Q2: 129 shares; 2025Q3: 162 shares; 2025Q4: 129 shares; 2026Q1: 133 shares 133 $13K <0.01% +4 PACIFIC G&E 5% RED 1ST PFD PACIFIC G&E 5% RED 1ST PFD More: the full row for PACIFIC G&E 5% RED 1ST PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $13K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 247 shares; 2025Q3: 253 shares; 2025Q4: 192 shares; 2026Q1: 193 shares 193 $12K <0.01% +1 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 159 shares; 2025Q2: 182 shares; 2025Q3: 82 shares; 2025Q4: 53 shares; 2026Q1: 53 shares 53 $12K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 283 shares; 2025Q2: 282 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 77 shares 77 $12K <0.01% -71 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 147 shares; 2025Q3: 174 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $12K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $12K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 356 shares; 2026Q1: 681 shares 681 $12K <0.01% +325 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 51 shares; 2026Q1: 43 shares 43 $12K <0.01% -8 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 343 shares; 2025Q2: 344 shares; 2025Q3: 377 shares; 2025Q4: 263 shares; 2026Q1: 247 shares 247 $12K <0.01% -16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $12K <0.01% 0 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $12K <0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 867 shares; 2025Q3: 645 shares; 2025Q4: 1,773 shares; 2026Q1: 326 shares 326 $12K <0.01% -1,447 CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $12K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $11K <0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: 318 shares; 2025Q3: 325 shares; 2025Q4: 293 shares; 2026Q1: 222 shares 222 $11K <0.01% -71 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 159 shares; 2025Q4: 132 shares; 2026Q1: 160 shares 160 $11K <0.01% +28 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 29 shares 29 $11K <0.01% -13 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $11K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 86 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $11K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 21 shares; 2025Q4: 17 shares; 2026Q1: 28 shares 28 $11K <0.01% +11 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 79 shares; 2025Q4: 112 shares; 2026Q1: 135 shares 135 $11K <0.01% +23 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 reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 47 shares; 2025Q3: 40 shares; 2025Q4: 38 shares; 2026Q1: 37 shares 37 $11K <0.01% -1 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 75 shares; 2025Q3: 106 shares; 2025Q4: 86 shares; 2026Q1: 102 shares 102 $11K <0.01% +16 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 318 shares; 2025Q3: 322 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $11K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 307 shares; 2025Q2: 585 shares; 2025Q3: 473 shares; 2025Q4: 452 shares; 2026Q1: 90 shares 90 $10K <0.01% -362 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,305 shares; 2025Q1: 472 shares; 2025Q2: 447 shares; 2025Q3: 452 shares; 2025Q4: 450 shares; 2026Q1: 453 shares 453 $10K <0.01% +3 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 137 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $10K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 60 shares; 2025Q3: 56 shares; 2025Q4: 49 shares; 2026Q1: 39 shares 39 $10K <0.01% -10 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 75 shares 75 $10K <0.01% -11 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 103 shares; 2026Q1: 82 shares 82 $10K <0.01% -21 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 344 shares; 2025Q3: 270 shares; 2025Q4: 167 shares; 2026Q1: 217 shares 217 $10K <0.01% +50 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 119 shares; 2025Q3: 109 shares; 2025Q4: 98 shares; 2026Q1: 130 shares 130 $10K <0.01% +32 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $10K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 79 shares 79 $10K <0.01% +52 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 107 shares; 2025Q4: 215 shares; 2026Q1: 216 shares 216 $10K <0.01% +1 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 38 shares 38 $9K <0.01% +18 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $9K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 81 shares 81 $9K <0.01% +64 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 698 shares; 2025Q3: 641 shares; 2025Q4: 469 shares; 2026Q1: 399 shares 399 $9K <0.01% -70 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 24 shares; 2025Q1: 38 shares; 2025Q2: 29 shares; 2025Q3: 42 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $9K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 99 shares; 2025Q3: 79 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $9K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $9K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 81 shares; 2026Q1: 71 shares 71 $8K <0.01% -10 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $8K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 148 shares; 2025Q3: 126 shares; 2025Q4: 54 shares; 2026Q1: 145 shares 145 $8K <0.01% +91 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $8K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 217 shares; 2026Q1: 153 shares 153 $8K <0.01% -64 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763 shares; 2025Q2: 420 shares; 2025Q3: 606 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $8K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 188 shares; 2025Q3: 244 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $8K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 33 shares; 2026Q1: 32 shares 32 $8K <0.01% -1 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 67 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 103 shares 103 $8K <0.01% +5 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 9 shares 9 $8K <0.01% +1 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $8K <0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 40 shares; 2025Q4: 72 shares; 2026Q1: 121 shares 121 $8K <0.01% +49 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 56 shares; 2026Q1: 41 shares 41 $8K <0.01% -15 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 133 shares; 2025Q3: 113 shares; 2025Q4: 84 shares; 2026Q1: 62 shares 62 $8K <0.01% -22 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 240 shares; 2025Q3: 232 shares; 2025Q4: 333 shares; 2026Q1: 326 shares 326 $8K <0.01% -7 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: 106 shares; 2025Q3: 142 shares; 2025Q4: 195 shares; 2026Q1: 300 shares 300 $8K <0.01% +105 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 reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 57 shares; 2026Q1: 54 shares 54 $8K <0.01% -3 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 74 shares; 2026Q1: 53 shares 53 $8K <0.01% -21 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 reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 28 shares 28 $8K <0.01% +24 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $8K <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 175 shares; 2025Q3: 221 shares; 2025Q4: 296 shares; 2026Q1: 357 shares 357 $8K <0.01% +61 FCNCB FIRST CITIZENS BKCSHARES CL-B More: the full row for FIRST CITIZENS BKCSHARES CL-B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $8K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 778 shares; 2025Q3: 298 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $7K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 19 shares; 2026Q1: 20 shares 20 $7K <0.01% +1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 49 shares; 2025Q4: 50 shares; 2026Q1: 51 shares 51 $7K <0.01% +1 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 82 shares 82 $7K <0.01% +1 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 435 shares; 2025Q3: 341 shares; 2025Q4: 683 shares; 2026Q1: 505 shares 505 $7K <0.01% -178 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 reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 108 shares; 2026Q1: 118 shares 118 $7K <0.01% +10 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 reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 112 shares; 2025Q3: 115 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $7K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 21 shares; 2025Q3: 41 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $7K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 47 shares 47 $7K <0.01% +38 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 130 shares; 2026Q1: 107 shares 107 $7K <0.01% -23 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 77 shares; 2026Q1: 67 shares 67 $7K <0.01% -10 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 reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $7K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 236 shares; 2026Q1: 286 shares 286 $7K <0.01% +50 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 reported; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 58 shares; 2025Q3: 98 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $7K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $7K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 625 shares; 2025Q3: 537 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $7K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $7K <0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $7K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 116 shares; 2025Q3: 57 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $7K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 122 shares; 2025Q3: 126 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $7K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 510 shares; 2025Q3: 689 shares; 2025Q4: 505 shares; 2026Q1: 371 shares 371 $7K <0.01% -134 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41 $7K <0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 63 shares; 2025Q3: 67 shares; 2025Q4: 20 shares; 2026Q1: 167 shares 167 $7K <0.01% +147 Timeline MOAT 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: 123,791 shares; 2024Q4: 115,061 shares; 2025Q1: 33,976 shares; 2025Q2: 175 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7K <0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 636 shares; 2025Q3: 689 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $7K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 18 shares; 2025Q4: 24 shares; 2026Q1: 53 shares 53 $7K <0.01% +29 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $7K <0.01% 0 ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $7K <0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 92 shares; 2025Q4: 45 shares; 2026Q1: 52 shares 52 $6K <0.01% +7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 56 shares; 2026Q1: 65 shares 65 $6K <0.01% +9 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 reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 30 shares; 2025Q3: 39 shares; 2025Q4: 17 shares; 2026Q1: 30 shares 30 $6K <0.01% +13 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $6K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 15 shares; 2025Q3: 35 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $6K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 12 shares; 2026Q1: 11 shares 11 $6K <0.01% -1 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $6K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 46 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $6K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 155 shares; 2025Q4: 82 shares; 2026Q1: 92 shares 92 $6K <0.01% +10 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $6K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 184 shares; 2025Q2: 215 shares; 2025Q3: 157 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $6K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $6K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15 $6K <0.01% +1 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 63 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $6K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 29 shares; 2026Q1: 28 shares 28 $6K <0.01% -1 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 203 shares; 2025Q3: 387 shares; 2025Q4: 262 shares; 2026Q1: 273 shares 273 $6K <0.01% +11 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $6K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $6K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 230 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares 231 $6K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares 420 $6K <0.01% new Timeline RDVY 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 99 shares 99 $6K <0.01% +1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 37 shares; 2025Q3: 45 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $6K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 91 shares; 2025Q3: 108 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $6K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 113 shares; 2025Q4: 64 shares; 2026Q1: 72 shares 72 $6K <0.01% +8 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $6K <0.01% new Timeline XMLV 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 reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $5K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $5K <0.01% 0 Timeline QQQM 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $5K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 223 shares; 2025Q1: 6,206 shares; 2025Q2: 6,206 shares; 2025Q3: 6,207 shares; 2025Q4: 6,208 shares; 2026Q1: 226 shares 226 $5K <0.01% -5,982 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $5K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69 $5K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 9 shares; 2026Q1: 18 shares 18 $5K <0.01% +9 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $5K <0.01% 0 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $5K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $5K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 99 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $5K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 52 shares; 2025Q4: 55 shares; 2026Q1: 53 shares 53 $5K <0.01% -2 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 325 shares; 2026Q1: 334 shares 334 $5K <0.01% +9 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $5K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 37 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 37 shares 37 $5K <0.01% -1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $5K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77 $5K <0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 90 shares; 2025Q3: 120 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $5K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 108 shares; 2026Q1: 88 shares 88 $5K <0.01% -20 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 109 shares; 2025Q3: 84 shares; 2025Q4: 68 shares; 2026Q1: 77 shares 77 $5K <0.01% +9 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $5K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $5K <0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $5K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $5K <0.01% 0 Timeline