ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,190 shares; 2024Q4: 685,536 shares; 2025Q1: 762,096 shares; 2025Q2: 852,039 shares; 2025Q3: 1,018,213 shares; 2025Q4: 1,082,349 shares; 2026Q1: 1,032,980 shares 1,032,980 $43.3M 8.69% -49,369 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,987 shares; 2024Q4: 531,717 shares; 2025Q1: 898,319 shares; 2025Q2: 978,518 shares; 2025Q3: 1,002,076 shares; 2025Q4: 1,038,418 shares; 2026Q1: 1,094,649 shares 1,094,649 $27M 5.41% +56,231 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,277 shares; 2024Q4: 20,946 shares; 2025Q1: 9,699 shares; 2025Q2: 33,783 shares; 2025Q3: 38,377 shares; 2025Q4: 35,148 shares; 2026Q1: 39,589 shares 39,589 $25.9M 5.19% +4,441 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,252 shares; 2024Q4: 96,944 shares; 2025Q1: 313,782 shares; 2025Q2: 329,595 shares; 2025Q3: 329,374 shares; 2025Q4: 340,615 shares; 2026Q1: 359,988 shares 359,988 $23.1M 4.63% +19,373 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,250 shares; 2024Q4: 494,580 shares; 2025Q1: 528,572 shares; 2025Q2: 567,477 shares; 2025Q3: 604,699 shares; 2025Q4: 657,299 shares; 2026Q1: 757,078 shares 757,078 $20.7M 4.15% +99,779 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,502 shares; 2024Q4: 288,169 shares; 2025Q1: 435,496 shares; 2025Q2: 467,230 shares; 2025Q3: 476,452 shares; 2025Q4: 486,401 shares; 2026Q1: 501,951 shares 501,951 $19.8M 3.97% +15,550 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,581 shares; 2024Q4: 121,192 shares; 2025Q1: 193,172 shares; 2025Q2: 186,149 shares; 2025Q3: 191,254 shares; 2025Q4: 202,430 shares; 2026Q1: 458,785 shares 458,785 $16.5M 3.32% +256,355 Timeline SPYM 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: 20,973 shares; 2024Q4: 42,530 shares; 2025Q1: 148,755 shares; 2025Q2: 144,192 shares; 2025Q3: 145,733 shares; 2025Q4: 157,833 shares; 2026Q1: 199,458 shares 199,458 $15.3M 3.06% +41,625 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 373,096 shares; 2025Q2: 491,641 shares; 2025Q3: 500,246 shares; 2025Q4: 528,350 shares; 2026Q1: 573,958 shares 573,958 $14.6M 2.93% +45,608 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,109 shares; 2024Q4: 166,592 shares; 2025Q1: 248,425 shares; 2025Q2: 258,829 shares; 2025Q3: 270,528 shares; 2025Q4: 284,527 shares; 2026Q1: 293,423 shares 293,423 $14.5M 2.91% +8,896 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: 58,626 shares; 2024Q4: 65,147 shares; 2025Q1: 68,421 shares; 2025Q2: 76,417 shares; 2025Q3: 78,504 shares; 2025Q4: 78,147 shares; 2026Q1: 78,057 shares 78,057 $13.6M 2.73% -90 Timeline VWO 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: 30,217 shares; 2024Q4: 64,437 shares; 2025Q1: 188,919 shares; 2025Q2: 198,599 shares; 2025Q3: 198,266 shares; 2025Q4: 199,871 shares; 2026Q1: 214,478 shares 214,478 $11.6M 2.32% +14,607 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,355 shares; 2024Q4: 146,801 shares; 2025Q1: 47,435 shares; 2025Q2: 50,709 shares; 2025Q3: 68,874 shares; 2025Q4: 77,020 shares; 2026Q1: 109,189 shares 109,189 $9.88M 1.98% +32,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 219 shares; 2025Q4: 847 shares; 2026Q1: 30,478 shares 30,478 $7.24M 1.45% +29,631 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,675 shares; 2025Q3: 218,343 shares; 2025Q4: 245,294 shares; 2026Q1: 260,689 shares 260,689 $6.93M 1.39% +15,395 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: 32,627 shares; 2024Q4: 30,472 shares; 2025Q1: 30,129 shares; 2025Q2: 102,380 shares; 2025Q3: 111,973 shares; 2025Q4: 101,469 shares; 2026Q1: 99,862 shares 99,862 $6.74M 1.35% -1,607 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: 16,604 shares; 2024Q4: 17,060 shares; 2025Q1: 17,318 shares; 2025Q2: 17,422 shares; 2025Q3: 16,499 shares; 2025Q4: 16,023 shares; 2026Q1: 17,370 shares 17,370 $6.43M 1.29% +1,347 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: 54,286 shares; 2024Q4: 59,715 shares; 2025Q1: 67,074 shares; 2025Q2: 72,839 shares; 2025Q3: 73,989 shares; 2025Q4: 78,504 shares; 2026Q1: 32,725 shares 32,725 $6.28M 1.26% -45,779 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: 28,476 shares; 2024Q4: 27,135 shares; 2025Q1: 22,915 shares; 2025Q2: 25,440 shares; 2025Q3: 25,090 shares; 2025Q4: 23,059 shares; 2026Q1: 24,743 shares 24,743 $6.28M 1.26% +1,684 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: 21,966 shares; 2024Q4: 26,607 shares; 2025Q1: 27,948 shares; 2025Q2: 29,330 shares; 2025Q3: 29,046 shares; 2025Q4: 28,888 shares; 2026Q1: 29,390 shares 29,390 $6.12M 1.23% +502 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: 10,734 shares; 2024Q4: 11,963 shares; 2025Q1: 14,928 shares; 2025Q2: 16,981 shares; 2025Q3: 16,597 shares; 2025Q4: 15,838 shares; 2026Q1: 17,018 shares 17,018 $5.01M 1% +1,180 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,795 shares; 2024Q4: 208,210 shares; 2025Q1: 242,306 shares; 2025Q2: 179,976 shares; 2025Q3: 187,855 shares; 2025Q4: 189,046 shares; 2026Q1: 224,037 shares 224,037 $4.96M 1% +34,991 Timeline IUSB 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: 84,037 shares; 2024Q4: 52,043 shares; 2025Q1: 13,740 shares; 2025Q2: 6,413 shares; 2025Q3: 54,024 shares; 2025Q4: 93,826 shares; 2026Q1: 104,054 shares 104,054 $4.81M 0.96% +10,228 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 1,320 shares; 2025Q1: 985 shares; 2025Q2: 44,045 shares; 2025Q3: 53,424 shares; 2025Q4: 46,399 shares; 2026Q1: 45,661 shares 45,661 $4.53M 0.91% -738 Timeline IXUS 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: 11,312 shares; 2025Q1: not reported; 2025Q2: 47,720 shares; 2025Q3: 54,712 shares; 2025Q4: 52,264 shares; 2026Q1: 51,756 shares 51,756 $4.48M 0.9% -508 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,432 shares; 2024Q4: 84,777 shares; 2025Q1: 28,231 shares; 2025Q2: 30,430 shares; 2025Q3: 40,444 shares; 2025Q4: 47,460 shares; 2026Q1: 64,156 shares 64,156 $4.47M 0.9% +16,696 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: 19,291 shares; 2024Q4: 18,504 shares; 2025Q1: 14,182 shares; 2025Q2: 15,979 shares; 2025Q3: 15,885 shares; 2025Q4: 14,788 shares; 2026Q1: 15,026 shares 15,026 $4.32M 0.87% +238 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,752 shares; 2024Q4: 99,999 shares; 2025Q1: 100,857 shares; 2025Q2: 103,498 shares; 2025Q3: 113,572 shares; 2025Q4: 113,482 shares; 2026Q1: 113,643 shares 113,643 $4.11M 0.82% +161 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: 11,236 shares; 2024Q4: 8,091 shares; 2025Q1: 6,509 shares; 2025Q2: 6,277 shares; 2025Q3: 6,275 shares; 2025Q4: 6,115 shares; 2026Q1: 11,201 shares 11,201 $3.47M 0.7% +5,086 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: 27,592 shares; 2024Q4: 28,118 shares; 2025Q1: 32,771 shares; 2025Q2: 24,000 shares; 2025Q3: 23,287 shares; 2025Q4: 23,452 shares; 2026Q1: 26,521 shares 26,521 $3.3M 0.66% +3,069 Timeline HELO 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: 92,284 shares; 2024Q4: 43,949 shares; 2025Q1: 43,785 shares; 2025Q2: 76,084 shares; 2025Q3: 76,148 shares; 2025Q4: 43,940 shares; 2026Q1: 51,148 shares 51,148 $3.27M 0.66% +7,208 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: 3,669 shares; 2024Q4: 4,456 shares; 2025Q1: 6,656 shares; 2025Q2: 6,286 shares; 2025Q3: 6,240 shares; 2025Q4: 5,988 shares; 2026Q1: 5,935 shares 5,935 $3.26M 0.65% -53 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: 58,163 shares; 2024Q4: 44,105 shares; 2025Q1: 20,009 shares; 2025Q2: 28,053 shares; 2025Q3: 28,397 shares; 2025Q4: 26,554 shares; 2026Q1: 26,099 shares 26,099 $3.24M 0.65% -455 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: 9,655 shares; 2024Q4: 9,976 shares; 2025Q1: 11,800 shares; 2025Q2: 11,189 shares; 2025Q3: 10,822 shares; 2025Q4: 10,649 shares; 2026Q1: 10,454 shares 10,454 $3.16M 0.63% -195 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: 3,748 shares; 2024Q4: 3,673 shares; 2025Q1: 2,946 shares; 2025Q2: 3,264 shares; 2025Q3: 3,230 shares; 2025Q4: 4,964 shares; 2026Q1: 5,024 shares 5,024 $2.87M 0.58% +60 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 6,581 shares; 2025Q1: 11,345 shares; 2025Q2: 11,443 shares; 2025Q3: 11,622 shares; 2025Q4: 10,986 shares; 2026Q1: 13,331 shares 13,331 $2.64M 0.53% +2,345 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: 4,891 shares; 2024Q4: 6,164 shares; 2025Q1: 10,494 shares; 2025Q2: 9,694 shares; 2025Q3: 9,463 shares; 2025Q4: 8,991 shares; 2026Q1: 13,845 shares 13,845 $2.39M 0.48% +4,854 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: 1,834 shares; 2024Q4: 2,124 shares; 2025Q1: 2,084 shares; 2025Q2: 3,730 shares; 2025Q3: 3,400 shares; 2025Q4: 3,404 shares; 2026Q1: 3,439 shares 3,439 $2.24M 0.45% +35 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: 10,609 shares; 2024Q4: 11,214 shares; 2025Q1: 9,300 shares; 2025Q2: 5,993 shares; 2025Q3: 6,003 shares; 2025Q4: 5,419 shares; 2026Q1: 10,274 shares 10,274 $2.23M 0.45% +4,855 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: 2,816 shares; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 2,661 shares; 2025Q3: 2,619 shares; 2025Q4: 15,821 shares; 2026Q1: 17,265 shares 17,265 $2.18M 0.44% +1,444 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: 10,068 shares; 2024Q4: 9,134 shares; 2025Q1: 8,636 shares; 2025Q2: 7,324 shares; 2025Q3: 6,888 shares; 2025Q4: 7,217 shares; 2026Q1: 4,855 shares 4,855 $2.07M 0.42% -2,362 Timeline ISTB 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: 39,970 shares; 2025Q3: 52,509 shares; 2025Q4: 42,030 shares; 2026Q1: 42,013 shares 42,013 $2.04M 0.41% -17 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: 4,706 shares; 2024Q4: 5,813 shares; 2025Q1: 8,587 shares; 2025Q2: 8,155 shares; 2025Q3: 8,212 shares; 2025Q4: 7,872 shares; 2026Q1: 9,989 shares 9,989 $1.98M 0.4% +2,117 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: 77,921 shares; 2024Q4: 246,148 shares; 2025Q1: 75,998 shares; 2025Q2: 63,981 shares; 2025Q3: 64,754 shares; 2025Q4: 65,028 shares; 2026Q1: 63,321 shares 63,321 $1.84M 0.37% -1,707 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: 4,090 shares; 2024Q4: 4,087 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,062 shares; 2025Q4: 4,063 shares; 2026Q1: 4,063 shares 4,063 $1.77M 0.36% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 958 shares; 2025Q1: 1,077 shares; 2025Q2: 2,537 shares; 2025Q3: 2,488 shares; 2025Q4: 12,094 shares; 2026Q1: 16,863 shares 16,863 $1.76M 0.35% +4,769 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 2,086 shares; 2025Q1: 3,572 shares; 2025Q2: 3,500 shares; 2025Q3: 3,614 shares; 2025Q4: 3,277 shares; 2026Q1: 4,450 shares 4,450 $1.68M 0.34% +1,173 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: 4,440 shares; 2024Q4: 5,831 shares; 2025Q1: 8,829 shares; 2025Q2: 8,538 shares; 2025Q3: 8,426 shares; 2025Q4: 8,105 shares; 2026Q1: 10,330 shares 10,330 $1.68M 0.34% +2,225 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: 52,487 shares; 2024Q4: 50,139 shares; 2025Q1: 45,011 shares; 2025Q2: 27,829 shares; 2025Q3: 24,552 shares; 2025Q4: 23,048 shares; 2026Q1: 14,615 shares 14,615 $1.65M 0.33% -8,433 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,068 shares; 2024Q4: 26,074 shares; 2025Q1: 38,756 shares; 2025Q2: 37,231 shares; 2025Q3: 36,915 shares; 2025Q4: 36,171 shares; 2026Q1: 47,877 shares 47,877 $1.59M 0.32% +11,706 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: 19,330 shares; 2024Q4: 20,060 shares; 2025Q1: 15,154 shares; 2025Q2: 20,163 shares; 2025Q3: 20,734 shares; 2025Q4: 18,455 shares; 2026Q1: 15,743 shares 15,743 $1.46M 0.29% -2,712 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: 5,877 shares; 2024Q4: 5,877 shares; 2025Q1: 5,938 shares; 2025Q2: 5,912 shares; 2025Q3: 5,904 shares; 2025Q4: 5,895 shares; 2026Q1: 5,034 shares 5,034 $1.44M 0.29% -861 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: 15,129 shares; 2024Q4: 13,182 shares; 2025Q1: 13,279 shares; 2025Q2: 15,025 shares; 2025Q3: 21,159 shares; 2025Q4: 20,879 shares; 2026Q1: 18,269 shares 18,269 $1.39M 0.28% -2,610 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: 5,670 shares; 2024Q4: 5,139 shares; 2025Q1: 6,116 shares; 2025Q2: 5,904 shares; 2025Q3: 6,217 shares; 2025Q4: 5,820 shares; 2026Q1: 6,625 shares 6,625 $1.37M 0.27% +805 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: 2,126 shares; 2024Q4: 2,684 shares; 2025Q1: 2,730 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 3,985 shares; 2026Q1: 3,850 shares 3,850 $1.32M 0.26% -135 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: 2,687 shares; 2024Q4: 2,676 shares; 2025Q1: 2,061 shares; 2025Q2: 3,135 shares; 2025Q3: 3,228 shares; 2025Q4: 2,696 shares; 2026Q1: 2,634 shares 2,634 $1.29M 0.26% -62 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: 8,829 shares; 2024Q4: 8,829 shares; 2025Q1: 12,139 shares; 2025Q2: 26,617 shares; 2025Q3: 26,647 shares; 2025Q4: 23,706 shares; 2026Q1: 26,152 shares 26,152 $1.27M 0.26% +2,446 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: 500 shares; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 27,325 shares; 2025Q3: 30,882 shares; 2025Q4: 29,495 shares; 2026Q1: 24,604 shares 24,604 $1.26M 0.25% -4,891 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: 1,021 shares; 2024Q4: 4,714 shares; 2025Q1: 4,663 shares; 2025Q2: 8,144 shares; 2025Q3: 7,710 shares; 2025Q4: 7,336 shares; 2026Q1: 7,640 shares 7,640 $1.22M 0.25% +304 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: 33,072 shares; 2024Q4: 33,072 shares; 2025Q1: 24,184 shares; 2025Q2: 24,184 shares; 2025Q3: 24,184 shares; 2025Q4: 24,184 shares; 2026Q1: 24,261 shares 24,261 $1.22M 0.25% +77 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: 1,599 shares; 2024Q4: 1,577 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: 5,383 shares; 2025Q4: 5,681 shares; 2026Q1: 5,400 shares 5,400 $1.22M 0.24% -281 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: 65 shares; 2024Q4: 56 shares; 2025Q1: 181 shares; 2025Q2: 6,929 shares; 2025Q3: 7,922 shares; 2025Q4: 8,401 shares; 2026Q1: 8,216 shares 8,216 $1.19M 0.24% -185 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,126 shares; 2025Q1: 2,049 shares; 2025Q2: 2,069 shares; 2025Q3: 2,032 shares; 2025Q4: 1,985 shares; 2026Q1: 1,987 shares 1,987 $1.19M 0.24% +2 Timeline IAGG 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: 19,116 shares; 2025Q3: 22,709 shares; 2025Q4: 23,463 shares; 2026Q1: 23,463 shares 23,463 $1.17M 0.24% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 934 shares; 2025Q1: 935 shares; 2025Q2: 936 shares; 2025Q3: 938 shares; 2025Q4: 939 shares; 2026Q1: 7,540 shares 7,540 $1.17M 0.23% +6,601 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,900 shares; 2026Q1: 15,900 shares 15,900 $1.16M 0.23% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,003 shares; 2025Q3: 21,041 shares; 2025Q4: 22,345 shares; 2026Q1: 22,310 shares 22,310 $1.13M 0.23% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,393 shares; 2025Q3: 23,359 shares; 2025Q4: 23,623 shares; 2026Q1: 22,582 shares 22,582 $1.13M 0.23% -1,041 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: 2,100 shares; 2025Q2: 26,112 shares; 2025Q3: 27,312 shares; 2025Q4: 24,229 shares; 2026Q1: 23,392 shares 23,392 $1.09M 0.22% -837 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,763 shares 11,763 $1.07M 0.21% new Timeline NOBL 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: 10,075 shares; 2024Q4: 10,161 shares; 2025Q1: 10,123 shares; 2025Q2: 10,087 shares; 2025Q3: 10,109 shares; 2025Q4: 10,088 shares; 2026Q1: 10,091 shares 10,091 $1.07M 0.21% +3 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 3,666 shares 3,666 $1.05M 0.21% -2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,396 shares; 2024Q4: 3,944 shares; 2025Q1: 3,818 shares; 2025Q2: 3,204 shares; 2025Q3: 3,171 shares; 2025Q4: 3,152 shares; 2026Q1: 5,364 shares 5,364 $1.03M 0.21% +2,212 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: 9,129 shares; 2024Q4: 19,426 shares; 2025Q1: 8,589 shares; 2025Q2: 7,440 shares; 2025Q3: 7,023 shares; 2025Q4: 9,836 shares; 2026Q1: 4,806 shares 4,806 $1.03M 0.21% -5,030 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: 2,879 shares; 2024Q4: 2,855 shares; 2025Q1: 1,748 shares; 2025Q2: 5,263 shares; 2025Q3: 4,993 shares; 2025Q4: 4,635 shares; 2026Q1: 5,126 shares 5,126 $1.02M 0.2% +491 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: 7,450 shares; 2024Q4: 6,578 shares; 2025Q1: 6,435 shares; 2025Q2: 6,104 shares; 2025Q3: 6,039 shares; 2025Q4: 5,502 shares; 2026Q1: 5,430 shares 5,430 $1.01M 0.2% -72 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,025 shares; 2024Q4: 22,264 shares; 2025Q1: 20,160 shares; 2025Q2: 12,914 shares; 2025Q3: 9,651 shares; 2025Q4: 9,361 shares; 2026Q1: 4,777 shares 4,777 $1.01M 0.2% -4,584 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: 15,825 shares; 2024Q4: 16,133 shares; 2025Q1: 13,916 shares; 2025Q2: 19,409 shares; 2025Q3: 18,865 shares; 2025Q4: 16,532 shares; 2026Q1: 5,812 shares 5,812 $986K 0.2% -10,720 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 7,441 shares; 2025Q1: 7,441 shares; 2025Q2: 7,441 shares; 2025Q3: 6,896 shares; 2025Q4: 6,847 shares; 2026Q1: 6,422 shares 6,422 $972K 0.19% -425 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 9,267 shares; 2025Q3: 9,511 shares; 2025Q4: 9,025 shares; 2026Q1: 9,064 shares 9,064 $967K 0.19% +39 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: 7,444 shares; 2024Q4: 6,765 shares; 2025Q1: 6,783 shares; 2025Q2: 4,911 shares; 2025Q3: 4,907 shares; 2025Q4: 5,831 shares; 2026Q1: 5,800 shares 5,800 $959K 0.19% -31 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: 394 shares; 2024Q4: 339 shares; 2025Q1: 398 shares; 2025Q2: 7,095 shares; 2025Q3: 7,390 shares; 2025Q4: 6,823 shares; 2026Q1: 7,238 shares 7,238 $932K 0.19% +415 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 29,633 shares; 2025Q3: 31,522 shares; 2025Q4: 32,805 shares; 2026Q1: 23,815 shares 23,815 $901K 0.18% -8,990 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: 7,449 shares; 2024Q4: 6,161 shares; 2025Q1: 6,011 shares; 2025Q2: 5,977 shares; 2025Q3: 8,398 shares; 2025Q4: 8,095 shares; 2026Q1: 8,077 shares 8,077 $900K 0.18% -18 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: 5,408 shares; 2024Q4: 4,854 shares; 2025Q1: 3,420 shares; 2025Q2: 3,739 shares; 2025Q3: 4,496 shares; 2025Q4: 4,149 shares; 2026Q1: 5,434 shares 5,434 $844K 0.17% +1,285 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,502 shares; 2024Q4: 5,163 shares; 2025Q1: 2,929 shares; 2025Q2: 13,315 shares; 2025Q3: 14,829 shares; 2025Q4: 14,214 shares; 2026Q1: 6,935 shares 6,935 $834K 0.17% -7,279 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,009 shares; 2025Q3: 13,241 shares; 2025Q4: 13,290 shares; 2026Q1: 13,331 shares 13,331 $789K 0.16% +41 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: 1,882 shares; 2024Q4: 1,826 shares; 2025Q1: 1,787 shares; 2025Q2: 833 shares; 2025Q3: 677 shares; 2025Q4: 684 shares; 2026Q1: 846 shares 846 $778K 0.16% +162 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: 3,062 shares; 2024Q4: 2,928 shares; 2025Q1: 2,545 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 3,487 shares; 2026Q1: 8,271 shares 8,271 $762K 0.15% +4,784 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 25 shares; 2025Q2: 20 shares; 2025Q3: 4,452 shares; 2025Q4: 4,205 shares; 2026Q1: 4,934 shares 4,934 $755K 0.15% +729 Timeline ICSH 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: 15,983 shares; 2025Q3: 16,635 shares; 2025Q4: 14,482 shares; 2026Q1: 14,578 shares 14,578 $738K 0.15% +96 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 791 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 857 shares; 2026Q1: 11,683 shares 11,683 $733K 0.15% +10,826 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: 1,605 shares; 2024Q4: 2,948 shares; 2025Q1: 2,907 shares; 2025Q2: 2,949 shares; 2025Q3: 1,697 shares; 2025Q4: 1,924 shares; 2026Q1: 2,112 shares 2,112 $695K 0.14% +188 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: 19,176 shares; 2024Q4: 14,551 shares; 2025Q1: 16,280 shares; 2025Q2: 15,113 shares; 2025Q3: 17,865 shares; 2025Q4: 13,337 shares; 2026Q1: 13,741 shares 13,741 $690K 0.14% +404 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: 8,219 shares; 2024Q4: 8,219 shares; 2025Q1: 7,931 shares; 2025Q2: 7,655 shares; 2025Q3: 7,463 shares; 2025Q4: 7,001 shares; 2026Q1: 8,738 shares 8,738 $678K 0.14% +1,737 Timeline SMLF 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: 8,852 shares; 2025Q3: 8,881 shares; 2025Q4: 8,909 shares; 2026Q1: 8,932 shares 8,932 $674K 0.14% +23 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: 938 shares; 2024Q4: 1,056 shares; 2025Q1: 1,045 shares; 2025Q2: 672 shares; 2025Q3: 667 shares; 2025Q4: 665 shares; 2026Q1: 658 shares 658 $656K 0.13% -7 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,413 shares; 2025Q1: 5,824 shares; 2025Q2: 3,152 shares; 2025Q3: 2,603 shares; 2025Q4: 2,318 shares; 2026Q1: 2,412 shares 2,412 $653K 0.13% +94 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: 12,804 shares; 2024Q4: 11,443 shares; 2025Q1: 11,973 shares; 2025Q2: 11,036 shares; 2025Q3: 12,714 shares; 2025Q4: 12,607 shares; 2026Q1: 12,500 shares 12,500 $650K 0.13% -107 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: 1,181 shares; 2024Q4: 1,089 shares; 2025Q1: 1,208 shares; 2025Q2: 1,102 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares 1,105 $638K 0.13% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,297 shares; 2025Q1: 2,254 shares; 2025Q2: 2,075 shares; 2025Q3: 2,151 shares; 2025Q4: 2,209 shares; 2026Q1: 5,463 shares 5,463 $632K 0.13% +3,254 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: 10,480 shares; 2024Q4: 7,477 shares; 2025Q1: 9,587 shares; 2025Q2: 9,029 shares; 2025Q3: 10,606 shares; 2025Q4: 10,889 shares; 2026Q1: 13,742 shares 13,742 $632K 0.13% +2,853 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: 634 shares; 2024Q4: 540 shares; 2025Q1: 488 shares; 2025Q2: 511 shares; 2025Q3: 543 shares; 2025Q4: 5,444 shares; 2026Q1: 6,454 shares 6,454 $621K 0.12% +1,010 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,920 shares; 2024Q4: 20,948 shares; 2025Q1: 19,744 shares; 2025Q2: 14,347 shares; 2025Q3: 12,819 shares; 2025Q4: 10,187 shares; 2026Q1: 6,162 shares 6,162 $620K 0.12% -4,025 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: 12,018 shares; 2024Q4: 7,588 shares; 2025Q1: 13,204 shares; 2025Q2: 56,683 shares; 2025Q3: 64,446 shares; 2025Q4: 26,713 shares; 2026Q1: 22,001 shares 22,001 $618K 0.12% -4,712 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: 5,251 shares; 2024Q4: 5,027 shares; 2025Q1: 3,980 shares; 2025Q2: 4,672 shares; 2025Q3: 7,297 shares; 2025Q4: 6,501 shares; 2026Q1: 6,355 shares 6,355 $613K 0.12% -146 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: 8,675 shares; 2024Q4: 5,156 shares; 2025Q1: 6,122 shares; 2025Q2: 4,048 shares; 2025Q3: 5,080 shares; 2025Q4: 5,053 shares; 2026Q1: 4,636 shares 4,636 $613K 0.12% -417 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: 510 shares; 2024Q4: 2,025 shares; 2025Q1: 1,588 shares; 2025Q2: 1,789 shares; 2025Q3: 1,783 shares; 2025Q4: 1,712 shares; 2026Q1: 1,645 shares 1,645 $612K 0.12% -67 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,584 shares; 2024Q4: 6,584 shares; 2025Q1: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares; 2025Q4: 12,331 shares; 2026Q1: 10,769 shares 10,769 $610K 0.12% -1,562 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 12,902 shares; 2025Q1: 13,057 shares; 2025Q2: 11,212 shares; 2025Q3: 11,328 shares; 2025Q4: 11,315 shares; 2026Q1: 11,249 shares 11,249 $609K 0.12% -66 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,463 shares; 2024Q4: 6,241 shares; 2025Q1: 9,863 shares; 2025Q2: 9,780 shares; 2025Q3: 9,811 shares; 2025Q4: 8,257 shares; 2026Q1: 12,523 shares 12,523 $603K 0.12% +4,266 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: 2,672 shares; 2024Q4: 2,477 shares; 2025Q1: 2,338 shares; 2025Q2: 2,900 shares; 2025Q3: 2,910 shares; 2025Q4: 2,901 shares; 2026Q1: 2,870 shares 2,870 $597K 0.12% -31 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 738 shares; 2025Q1: 65 shares; 2025Q2: 8,357 shares; 2025Q3: 9,060 shares; 2025Q4: 9,182 shares; 2026Q1: 9,923 shares 9,923 $580K 0.12% +741 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,192 shares; 2025Q2: 7,360 shares; 2025Q3: 8,495 shares; 2025Q4: 8,382 shares; 2026Q1: 11,171 shares 11,171 $566K 0.11% +2,789 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 48 shares; 2025Q3: 689 shares; 2025Q4: 1,357 shares; 2026Q1: 1,903 shares 1,903 $562K 0.11% +546 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 1,216 shares; 2026Q1: 1,138 shares 1,138 $539K 0.11% -78 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: 4,467 shares; 2024Q4: 4,027 shares; 2025Q1: 3,957 shares; 2025Q2: 3,813 shares; 2025Q3: 3,871 shares; 2025Q4: 3,833 shares; 2026Q1: 4,077 shares 4,077 $534K 0.11% +244 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 544 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 531 shares; 2025Q4: 528 shares; 2026Q1: 548 shares 548 $527K 0.11% +20 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 14,871 shares; 2025Q1: 14,017 shares; 2025Q2: 9,767 shares; 2025Q3: 8,568 shares; 2025Q4: 7,273 shares; 2026Q1: 3,833 shares 3,833 $508K 0.1% -3,440 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: 5,976 shares; 2024Q4: 6,939 shares; 2025Q1: 4,775 shares; 2025Q2: 4,291 shares; 2025Q3: 4,910 shares; 2025Q4: 3,654 shares; 2026Q1: 2,077 shares 2,077 $508K 0.1% -1,577 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 2,001 shares; 2026Q1: 2,596 shares 2,596 $504K 0.1% +595 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,049 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 992 shares; 2026Q1: 1,362 shares 1,362 $495K 0.1% +370 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: 4,057 shares; 2024Q4: 4,098 shares; 2025Q1: 4,055 shares; 2025Q2: 1,402 shares; 2025Q3: 900 shares; 2025Q4: 948 shares; 2026Q1: 1,360 shares 1,360 $486K 0.1% +412 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: 3,660 shares; 2024Q4: 3,248 shares; 2025Q1: 2,963 shares; 2025Q2: 2,989 shares; 2025Q3: 1,745 shares; 2025Q4: 1,714 shares; 2026Q1: 2,919 shares 2,919 $480K 0.1% +1,205 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: 2,050 shares; 2024Q4: 1,925 shares; 2025Q1: 1,929 shares; 2025Q2: 2,064 shares; 2025Q3: 2,077 shares; 2025Q4: 1,850 shares; 2026Q1: 1,354 shares 1,354 $477K 0.1% -496 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 10,419 shares; 2025Q1: 9,795 shares; 2025Q2: 9,411 shares; 2025Q3: 5,987 shares; 2025Q4: 4,775 shares; 2026Q1: 3,289 shares 3,289 $476K 0.1% -1,486 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: 301 shares; 2024Q4: 311 shares; 2025Q1: 464 shares; 2025Q2: 302 shares; 2025Q3: 291 shares; 2025Q4: 261 shares; 2026Q1: 1,358 shares 1,358 $464K 0.09% +1,097 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,896 shares; 2024Q4: 5,467 shares; 2025Q1: 7,466 shares; 2025Q2: 7,331 shares; 2025Q3: 7,426 shares; 2025Q4: 7,464 shares; 2026Q1: 5,113 shares 5,113 $433K 0.09% -2,351 Timeline JGRO 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: 5,107 shares; 2024Q4: 5,107 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,107 shares; 2026Q1: 5,107 shares 5,107 $432K 0.09% 0 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: 26,019 shares; 2024Q4: 22,680 shares; 2025Q1: 21,265 shares; 2025Q2: 20,041 shares; 2025Q3: 20,046 shares; 2025Q4: 11,733 shares; 2026Q1: 27,520 shares 27,520 $431K 0.09% +15,787 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 4,000 shares 4,000 $427K 0.09% -3,500 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 13,175 shares; 2025Q1: 12,419 shares; 2025Q2: 11,947 shares; 2025Q3: 7,797 shares; 2025Q4: 6,429 shares; 2026Q1: 3,588 shares 3,588 $425K 0.09% -2,841 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,513 shares; 2025Q1: 2,521 shares; 2025Q2: 2,530 shares; 2025Q3: 2,537 shares; 2025Q4: 2,546 shares; 2026Q1: 4,798 shares 4,798 $421K 0.08% +2,252 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,350 shares 10,350 $411K 0.08% new Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 9,181 shares; 2025Q3: 10,359 shares; 2025Q4: 9,589 shares; 2026Q1: 9,589 shares 9,589 $411K 0.08% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 15,342 shares; 2025Q1: 15,417 shares; 2025Q2: 3,707 shares; 2025Q3: 4,820 shares; 2025Q4: 3,850 shares; 2026Q1: 3,865 shares 3,865 $410K 0.08% +15 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: 880 shares; 2024Q4: 804 shares; 2025Q1: 786 shares; 2025Q2: 1,069 shares; 2025Q3: 1,019 shares; 2025Q4: 1,087 shares; 2026Q1: 1,211 shares 1,211 $409K 0.08% +124 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 8,233 shares; 2025Q1: 6,953 shares; 2025Q2: 6,663 shares; 2025Q3: 6,665 shares; 2025Q4: 6,590 shares; 2026Q1: 6,465 shares 6,465 $405K 0.08% -125 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,333 shares; 2024Q4: 20,291 shares; 2025Q1: 4,360 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,431 shares; 2026Q1: 4,075 shares 4,075 $396K 0.08% -356 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,345 shares; 2026Q1: 6,826 shares 6,826 $389K 0.08% +2,481 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,055 shares; 2025Q3: 3,414 shares; 2025Q4: 3,443 shares; 2026Q1: 3,458 shares 3,458 $368K 0.07% +15 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: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 124 shares; 2025Q3: 67 shares; 2025Q4: not reported; 2026Q1: 3,307 shares 3,307 $367K 0.07% new 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: 10,291 shares; 2024Q4: 11,548 shares; 2025Q1: 9,611 shares; 2025Q2: 4,413 shares; 2025Q3: 4,556 shares; 2025Q4: 3,492 shares; 2026Q1: 3,817 shares 3,817 $342K 0.07% +325 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: 712 shares; 2024Q4: 716 shares; 2025Q1: 721 shares; 2025Q2: 618 shares; 2025Q3: 607 shares; 2025Q4: 592 shares; 2026Q1: 589 shares 589 $332K 0.07% -3 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: 227 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $330K 0.07% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,192 shares; 2025Q1: 6,029 shares; 2025Q2: 6,007 shares; 2025Q3: 5,988 shares; 2025Q4: 5,469 shares; 2026Q1: 4,097 shares 4,097 $325K 0.07% -1,372 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: 1,938 shares; 2024Q4: 2,212 shares; 2025Q1: 1,479 shares; 2025Q2: 1,454 shares; 2025Q3: 1,451 shares; 2025Q4: 701 shares; 2026Q1: 690 shares 690 $318K 0.06% -11 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: 291 shares; 2024Q4: 291 shares; 2025Q1: 340 shares; 2025Q2: 108 shares; 2025Q3: 47 shares; 2025Q4: 92 shares; 2026Q1: 1,011 shares 1,011 $314K 0.06% +919 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: 1,111 shares; 2024Q4: 824 shares; 2025Q1: 1,051 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 383 shares; 2026Q1: 3,546 shares 3,546 $307K 0.06% +3,163 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: 1,167 shares; 2024Q4: 1,193 shares; 2025Q1: 1,283 shares; 2025Q2: 1,181 shares; 2025Q3: 1,701 shares; 2025Q4: 1,909 shares; 2026Q1: 2,056 shares 2,056 $302K 0.06% +147 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 397 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 415 shares 415 $302K 0.06% +48 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: 329 shares; 2024Q4: 365 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 555 shares; 2025Q4: 625 shares; 2026Q1: 675 shares 675 $301K 0.06% +50 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,519 shares; 2024Q4: 85,519 shares; 2025Q1: 84,719 shares; 2025Q2: 64,484 shares; 2025Q3: 34,751 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $292K 0.06% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,040 shares; 2025Q1: 1,053 shares; 2025Q2: 1,000 shares; 2025Q3: 972 shares; 2025Q4: 899 shares; 2026Q1: 908 shares 908 $291K 0.06% +9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 912 shares; 2026Q1: 910 shares 910 $290K 0.06% -2 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: 234 shares; 2024Q4: 228 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 214 shares; 2025Q4: 217 shares; 2026Q1: 213 shares 213 $281K 0.06% -4 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: 1,477 shares; 2024Q4: 1,410 shares; 2025Q1: 507 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 405 shares; 2026Q1: 464 shares 464 $280K 0.06% +59 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,503 shares; 2025Q1: 1,568 shares; 2025Q2: 542 shares; 2025Q3: 461 shares; 2025Q4: 481 shares; 2026Q1: 559 shares 559 $279K 0.06% +78 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 12,233 shares 12,233 $275K 0.06% new 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: 864 shares; 2024Q4: 837 shares; 2025Q1: 808 shares; 2025Q2: 805 shares; 2025Q3: 712 shares; 2025Q4: 691 shares; 2026Q1: 606 shares 606 $269K 0.05% -85 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,228 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,230 shares; 2025Q4: 1,232 shares; 2026Q1: 1,233 shares 1,233 $268K 0.05% +1 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: 198 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 2,895 shares; 2025Q3: 2,895 shares; 2025Q4: 2,895 shares; 2026Q1: 2,895 shares 2,895 $267K 0.05% 0 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: 2,482 shares; 2024Q4: 2,482 shares; 2025Q1: 2,532 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 2,870 shares; 2026Q1: 4,047 shares 4,047 $267K 0.05% +1,177 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: 4,458 shares; 2024Q4: 4,327 shares; 2025Q1: 2,065 shares; 2025Q2: 1,894 shares; 2025Q3: 1,810 shares; 2025Q4: 2,183 shares; 2026Q1: 1,843 shares 1,843 $266K 0.05% -340 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: 718 shares; 2024Q4: 718 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 699 shares; 2026Q1: 916 shares 916 $266K 0.05% +217 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $265K 0.05% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,213 shares; 2025Q1: 3,045 shares; 2025Q2: 3,029 shares; 2025Q3: 2,569 shares; 2025Q4: 2,429 shares; 2026Q1: 2,429 shares 2,429 $264K 0.05% 0 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: 230 shares; 2024Q4: 226 shares; 2025Q1: 232 shares; 2025Q2: 226 shares; 2025Q3: 228 shares; 2025Q4: 227 shares; 2026Q1: 239 shares 239 $261K 0.05% +12 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: 811 shares; 2024Q4: 811 shares; 2025Q1: 1,911 shares; 2025Q2: 811 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 7,724 shares 7,724 $259K 0.05% +7,340 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: 782 shares 782 $257K 0.05% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,644 shares; 2024Q4: 11,179 shares; 2025Q1: 11,147 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $257K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 2,206 shares; 2025Q1: 1,473 shares; 2025Q2: 1,646 shares; 2025Q3: 1,602 shares; 2025Q4: 736 shares; 2026Q1: 500 shares 500 $248K 0.05% -236 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 595 shares; 2026Q1: 2,185 shares 2,185 $248K 0.05% +1,590 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: 3,447 shares; 2024Q4: 1,762 shares; 2025Q1: 1,672 shares; 2025Q2: 37 shares; 2025Q3: 104 shares; 2025Q4: 27 shares; 2026Q1: 4,273 shares 4,273 $246K 0.05% +4,246 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: 3,043 shares; 2024Q4: 2,494 shares; 2025Q1: 2,890 shares; 2025Q2: 2,943 shares; 2025Q3: 2,898 shares; 2025Q4: 2,864 shares; 2026Q1: 3,418 shares 3,418 $246K 0.05% +554 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: 6,230 shares; 2024Q4: 4,423 shares; 2025Q1: 5,527 shares; 2025Q2: 6,145 shares; 2025Q3: 6,175 shares; 2025Q4: 6,177 shares; 2026Q1: 4,016 shares 4,016 $246K 0.05% -2,161 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,065 shares 2,065 $245K 0.05% +57 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: 629 shares; 2024Q4: 440 shares; 2025Q1: 145 shares; 2025Q2: 1,702 shares; 2025Q3: 2,555 shares; 2025Q4: 2,001 shares; 2026Q1: 2,487 shares 2,487 $240K 0.05% +486 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 6,574 shares; 2025Q1: 6,456 shares; 2025Q2: 6,411 shares; 2025Q3: 6,386 shares; 2025Q4: 6,336 shares; 2026Q1: 6,262 shares 6,262 $239K 0.05% -74 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: 13,362 shares; 2024Q4: 12,763 shares; 2025Q1: 11,372 shares; 2025Q2: 1,520 shares; 2025Q3: 1,339 shares; 2025Q4: 1,350 shares; 2026Q1: 3,929 shares 3,929 $238K 0.05% +2,579 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: 233 shares; 2024Q4: 233 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 272 shares; 2026Q1: 261 shares 261 $234K 0.05% -11 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 82 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 59 shares; 2026Q1: 269 shares 269 $228K 0.05% +210 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,813 shares; 2024Q4: 10,311 shares; 2025Q1: 9,829 shares; 2025Q2: 9,780 shares; 2025Q3: 8,598 shares; 2025Q4: 8,733 shares; 2026Q1: 8,733 shares 8,733 $227K 0.05% 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: 639 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 1,532 shares; 2025Q3: 1,240 shares; 2025Q4: 1,257 shares; 2026Q1: 4,879 shares 4,879 $226K 0.05% +3,622 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: 1,643 shares; 2024Q4: 1,648 shares; 2025Q1: 1,643 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,659 shares; 2026Q1: 1,905 shares 1,905 $219K 0.04% +246 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: 1,209 shares; 2024Q4: 1,210 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,249 shares; 2025Q4: 1,197 shares; 2026Q1: 1,010 shares 1,010 $219K 0.04% -187 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,445 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 815 shares; 2025Q4: 817 shares; 2026Q1: 890 shares 890 $216K 0.04% +73 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 699 shares; 2026Q1: 630 shares 630 $214K 0.04% -69 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,833 shares; 2025Q3: 4,602 shares; 2025Q4: 4,620 shares; 2026Q1: 4,432 shares 4,432 $211K 0.04% -188 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: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 803 shares; 2026Q1: 804 shares 804 $207K 0.04% +1 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,027 shares 4,027 $205K 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 737 shares; 2025Q2: 663 shares; 2025Q3: 624 shares; 2025Q4: 844 shares; 2026Q1: 1,637 shares 1,637 $201K 0.04% +793 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 2,756 shares; 2025Q2: 2,750 shares; 2025Q3: 2,737 shares; 2025Q4: 2,103 shares; 2026Q1: 1,482 shares 1,482 $201K 0.04% -621 Timeline SCZ 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: 1,783 shares; 2024Q4: 1,816 shares; 2025Q1: 1,877 shares; 2025Q2: 1,858 shares; 2025Q3: 1,851 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares 2,523 $198K 0.04% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 291 shares; 2025Q1: 288 shares; 2025Q2: 308 shares; 2025Q3: 260 shares; 2025Q4: 302 shares; 2026Q1: 260 shares 260 $192K 0.04% -42 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,027 shares; 2025Q1: 3,128 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $190K 0.04% 0 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: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 2,054 shares 2,054 $185K 0.04% +2,038 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 624 shares; 2026Q1: 644 shares 644 $185K 0.04% +20 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 1,576 shares 1,576 $182K 0.04% +1,479 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 330 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: 1,808 shares 1,808 $177K 0.04% new 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: 466 shares; 2024Q4: 485 shares; 2025Q1: 480 shares; 2025Q2: 488 shares; 2025Q3: 486 shares; 2025Q4: 480 shares; 2026Q1: 476 shares 476 $173K 0.03% -4 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: 1,814 shares; 2024Q4: 8,862 shares; 2025Q1: 8,158 shares; 2025Q2: 8,222 shares; 2025Q3: 8,058 shares; 2025Q4: 8,240 shares; 2026Q1: 8,238 shares 8,238 $171K 0.03% -2 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: 618 shares; 2024Q4: 100 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 30 shares; 2025Q4: 59 shares; 2026Q1: 2,781 shares 2,781 $170K 0.03% +2,722 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC 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: 780 shares 780 $170K 0.03% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 3,485 shares; 2026Q1: 3,485 shares 3,485 $167K 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: 136 shares; 2024Q4: 136 shares; 2025Q1: 194 shares; 2025Q2: 136 shares; 2025Q3: 126 shares; 2025Q4: 119 shares; 2026Q1: 688 shares 688 $167K 0.03% +569 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: 1,728 shares; 2024Q4: 1,695 shares; 2025Q1: 678 shares; 2025Q2: 653 shares; 2025Q3: 543 shares; 2025Q4: 510 shares; 2026Q1: 504 shares 504 $166K 0.03% -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: 100 shares; 2024Q4: 100 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 541 shares; 2025Q4: 546 shares; 2026Q1: 540 shares 540 $163K 0.03% -6 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: 158 shares; 2024Q4: 383 shares; 2025Q1: 628 shares; 2025Q2: 614 shares; 2025Q3: 448 shares; 2025Q4: 449 shares; 2026Q1: 407 shares 407 $161K 0.03% -42 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: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,405 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 2,968 shares; 2026Q1: 3,049 shares 3,049 $161K 0.03% +81 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 310 shares; 2025Q1: 332 shares; 2025Q2: 345 shares; 2025Q3: 370 shares; 2025Q4: 350 shares; 2026Q1: 372 shares 372 $161K 0.03% +22 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: 76 shares; 2024Q4: 86 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 250 shares; 2026Q1: 298 shares 298 $160K 0.03% +48 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,732 shares 1,732 $156K 0.03% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,221 shares; 2025Q1: 1,180 shares; 2025Q2: 1,015 shares; 2025Q3: 1,111 shares; 2025Q4: 1,107 shares; 2026Q1: 3,099 shares 3,099 $153K 0.03% +1,992 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: 223 shares; 2024Q4: 223 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 219 shares 219 $153K 0.03% -5 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 184 shares; 2025Q3: 137 shares; 2025Q4: 140 shares; 2026Q1: 138 shares 138 $151K 0.03% -2 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: 1,362 shares; 2024Q4: 1,327 shares; 2025Q1: 567 shares; 2025Q2: 456 shares; 2025Q3: 401 shares; 2025Q4: 360 shares; 2026Q1: 354 shares 354 $151K 0.03% -6 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,073 shares; 2024Q4: 5,534 shares; 2025Q1: 4,916 shares; 2025Q2: 4,593 shares; 2025Q3: 4,549 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065 $150K 0.03% 0 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 673 shares; 2025Q3: 1,604 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares 1,429 $150K 0.03% 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: 1,098 shares; 2024Q4: 1,046 shares; 2025Q1: 776 shares; 2025Q2: 756 shares; 2025Q3: 742 shares; 2025Q4: 777 shares; 2026Q1: 791 shares 791 $150K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,190 shares 2,190 $150K 0.03% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: 1,671 shares; 2025Q3: 1,671 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares 1,640 $149K 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,182 shares; 2025Q1: 736 shares; 2025Q2: 608 shares; 2025Q3: 597 shares; 2025Q4: 745 shares; 2026Q1: 847 shares 847 $147K 0.03% +102 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares 953 $141K 0.03% new 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: 5,692 shares; 2024Q4: 6,557 shares; 2025Q1: 6,601 shares; 2025Q2: 6,453 shares; 2025Q3: 12 shares; 2025Q4: 15 shares; 2026Q1: 821 shares 821 $135K 0.03% +806 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: 26,309 shares; 2024Q4: 19,688 shares; 2025Q1: 14,067 shares; 2025Q2: 11,122 shares; 2025Q3: 4,348 shares; 2025Q4: 4,211 shares; 2026Q1: 4,630 shares 4,630 $134K 0.03% +419 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: 355 shares; 2024Q4: 357 shares; 2025Q1: 359 shares; 2025Q2: 667 shares; 2025Q3: 670 shares; 2025Q4: 677 shares; 2026Q1: 681 shares 681 $134K 0.03% +4 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: 1,087 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 944 shares; 2025Q4: 913 shares; 2026Q1: 920 shares 920 $133K 0.03% +7 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: 584 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 996 shares; 2025Q4: 1,035 shares; 2026Q1: 1,045 shares 1,045 $132K 0.03% +10 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 98 shares; 2026Q1: 420 shares 420 $132K 0.03% +322 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: 1,752 shares; 2024Q4: 1,149 shares; 2025Q1: 772 shares; 2025Q2: 673 shares; 2025Q3: 523 shares; 2025Q4: 527 shares; 2026Q1: 722 shares 722 $132K 0.03% +195 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 108 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 28 shares; 2026Q1: 369 shares 369 $131K 0.03% +341 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: 469 shares; 2024Q4: 469 shares; 2025Q1: 349 shares; 2025Q2: 298 shares; 2025Q3: 227 shares; 2025Q4: 589 shares; 2026Q1: 593 shares 593 $128K 0.03% +4 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,960 shares; 2025Q4: 5,179 shares; 2026Q1: 5,258 shares 5,258 $128K 0.03% +79 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 3,349 shares; 2025Q4: 3,365 shares; 2026Q1: 2,607 shares 2,607 $126K 0.03% -758 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: 4,034 shares; 2024Q4: 2,145 shares; 2025Q1: 2,026 shares; 2025Q2: 242 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 572 shares 572 $125K 0.03% +349 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: 437 shares; 2024Q4: 193 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 165 shares; 2026Q1: 434 shares 434 $123K 0.02% +269 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,752 shares; 2025Q1: 2,096 shares; 2025Q2: 10,240 shares; 2025Q3: 10,324 shares; 2025Q4: 8,797 shares; 2026Q1: 2,185 shares 2,185 $121K 0.02% -6,612 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 619 shares; 2025Q3: 580 shares; 2025Q4: 601 shares; 2026Q1: 634 shares 634 $120K 0.02% +33 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $120K 0.02% new 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: 94 shares; 2024Q4: 456 shares; 2025Q1: 467 shares; 2025Q2: 445 shares; 2025Q3: 433 shares; 2025Q4: 429 shares; 2026Q1: 426 shares 426 $119K 0.02% -3 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 194 shares; 2025Q3: 167 shares; 2025Q4: 164 shares; 2026Q1: 173 shares 173 $118K 0.02% +9 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462 $116K 0.02% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS 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: 812 shares; 2026Q1: 981 shares 981 $115K 0.02% +169 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: 2,065 shares; 2024Q4: 1,866 shares; 2025Q1: 932 shares; 2025Q2: 769 shares; 2025Q3: 763 shares; 2025Q4: 732 shares; 2026Q1: 474 shares 474 $115K 0.02% -258 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: 4,100 shares; 2024Q4: 2,140 shares; 2025Q1: 2,070 shares; 2025Q2: 378 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $111K 0.02% 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: 631 shares; 2024Q4: 638 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 618 shares; 2026Q1: 615 shares 615 $111K 0.02% -3 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 774 shares; 2025Q1: 732 shares; 2025Q2: 709 shares; 2025Q3: 939 shares; 2025Q4: 924 shares; 2026Q1: 943 shares 943 $111K 0.02% +19 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,524 shares; 2025Q4: 4,572 shares; 2026Q1: 4,466 shares 4,466 $110K 0.02% -106 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 890 shares; 2025Q1: 1,030 shares; 2025Q2: 1,065 shares; 2025Q3: 1,078 shares; 2025Q4: 1,005 shares; 2026Q1: 1,089 shares 1,089 $110K 0.02% +84 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: 810 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,623 shares 4,623 $109K 0.02% 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: 1,204 shares; 2024Q4: 1,186 shares; 2025Q1: 330 shares; 2025Q2: 301 shares; 2025Q3: 257 shares; 2025Q4: 250 shares; 2026Q1: 224 shares 224 $107K 0.02% -26 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: 269 shares; 2024Q4: 269 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 1,008 shares; 2025Q4: 3,165 shares; 2026Q1: 3,350 shares 3,350 $107K 0.02% +185 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: 2,529 shares; 2024Q4: 2,348 shares; 2025Q1: 390 shares; 2025Q2: 375 shares; 2025Q3: 263 shares; 2025Q4: 244 shares; 2026Q1: 633 shares 633 $107K 0.02% +389 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,409 shares 1,409 $106K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,467 shares; 2024Q4: 13,015 shares; 2025Q1: 10,869 shares; 2025Q2: 10,869 shares; 2025Q3: 10,869 shares; 2025Q4: 10,562 shares; 2026Q1: 10,562 shares 10,562 $106K 0.02% 0 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: 815 shares; 2024Q4: 796 shares; 2025Q1: 785 shares; 2025Q2: 726 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares 621 $106K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 485 shares 485 $104K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,681 shares; 2025Q1: 2,636 shares; 2025Q2: 2,605 shares; 2025Q3: 1,907 shares; 2025Q4: 1,624 shares; 2026Q1: 1,435 shares 1,435 $104K 0.02% -189 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 279 shares; 2025Q1: 255 shares; 2025Q2: 445 shares; 2025Q3: 380 shares; 2025Q4: 395 shares; 2026Q1: 379 shares 379 $104K 0.02% -16 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 703 shares; 2025Q1: 687 shares; 2025Q2: 675 shares; 2025Q3: 602 shares; 2025Q4: 614 shares; 2026Q1: 599 shares 599 $102K 0.02% -15 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,430 shares 4,430 $102K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 312 shares; 2025Q1: 344 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 417 shares; 2026Q1: 413 shares 413 $102K 0.02% -4 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,708 shares; 2025Q1: 1,605 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $101K 0.02% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,659 shares 3,659 $100K 0.02% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 215 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $99.9K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,572 shares; 2025Q1: 1,075 shares; 2025Q2: 710 shares; 2025Q3: 176 shares; 2025Q4: 148 shares; 2026Q1: 841 shares 841 $99.4K 0.02% +693 Timeline IUSV 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: 941 shares; 2024Q4: 946 shares; 2025Q1: 950 shares; 2025Q2: 955 shares; 2025Q3: 959 shares; 2025Q4: 964 shares; 2026Q1: 968 shares 968 $99K 0.02% +4 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares 1,111 $98.5K 0.02% 0 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares 2,023 $97.9K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 290 shares 290 $96K 0.02% +164 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: not reported; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 795 shares 795 $93.8K 0.02% +153 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 4,165 shares; 2025Q4: 4,196 shares; 2026Q1: 4,232 shares 4,232 $92.2K 0.02% +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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 426 shares; 2025Q3: 441 shares; 2025Q4: 371 shares; 2026Q1: 450 shares 450 $91.4K 0.02% +79 Timeline TFI 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: 2,299 shares; 2024Q4: 1,004 shares; 2025Q1: 2,305 shares; 2025Q2: 2,306 shares; 2025Q3: 2,250 shares; 2025Q4: 2,256 shares; 2026Q1: 2,005 shares 2,005 $90.9K 0.02% -251 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 48 shares; 2026Q1: 394 shares 394 $90.5K 0.02% +346 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: 8,431 shares; 2024Q4: 6,941 shares; 2025Q1: 5,529 shares; 2025Q2: 3,445 shares; 2025Q3: 2,724 shares; 2025Q4: 2,190 shares; 2026Q1: 649 shares 649 $90.4K 0.02% -1,541 Timeline JMST 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: 801 shares; 2025Q3: 805 shares; 2025Q4: 1,757 shares; 2026Q1: 1,768 shares 1,768 $90.2K 0.02% +11 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 509 shares 509 $89.4K 0.02% +9 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: 872 shares; 2024Q4: 913 shares; 2025Q1: 698 shares; 2025Q2: 637 shares; 2025Q3: 507 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $89K 0.02% 0 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: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 627 shares; 2025Q4: 592 shares; 2026Q1: 646 shares 646 $88.6K 0.02% +54 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,417 shares; 2025Q4: 1,194 shares; 2026Q1: 1,201 shares 1,201 $88.5K 0.02% +7 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares 635 $86K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 538 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares 421 $84.8K 0.02% 0 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: 1,805 shares; 2024Q4: 1,036 shares; 2025Q1: 1,662 shares; 2025Q2: 11,203 shares; 2025Q3: 11,456 shares; 2025Q4: 8,344 shares; 2026Q1: 858 shares 858 $84.4K 0.02% -7,486 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,009 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $84.1K 0.02% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 242 shares; 2026Q1: 259 shares 259 $83.6K 0.02% +17 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 856 shares 856 $83.2K 0.02% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares 634 $81.4K 0.02% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 470 shares; 2025Q1: 628 shares; 2025Q2: 583 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 543 shares 543 $81.2K 0.02% +35 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,433 shares 1,433 $81K 0.02% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420 shares 1,420 $80.5K 0.02% new 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: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,897 shares; 2025Q2: 2,655 shares; 2025Q3: 2,554 shares; 2025Q4: 2,334 shares; 2026Q1: 2,799 shares 2,799 $80.4K 0.02% +465 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 749 shares; 2025Q2: 734 shares; 2025Q3: 547 shares; 2025Q4: 556 shares; 2026Q1: 553 shares 553 $79.4K 0.02% -3 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,012 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 671 shares 671 $79.4K 0.02% -23 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $79.2K 0.02% 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: 642 shares; 2024Q4: 642 shares; 2025Q1: 591 shares; 2025Q2: 568 shares; 2025Q3: 548 shares; 2025Q4: 585 shares; 2026Q1: 583 shares 583 $79K 0.02% -2 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 84 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 120 shares; 2026Q1: 111 shares 111 $78.6K 0.02% -9 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: 43 shares; 2024Q4: 43 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 556 shares 556 $78.5K 0.02% -16 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 1,925 shares; 2025Q1: 1,663 shares; 2025Q2: 1,594 shares; 2025Q3: 589 shares; 2025Q4: 518 shares; 2026Q1: 592 shares 592 $78.1K 0.02% +74 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: 132 shares; 2024Q4: 154 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 137 shares; 2026Q1: 231 shares 231 $78K 0.02% +94 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 1,011 shares; 2025Q3: 1,947 shares; 2025Q4: 2,026 shares; 2026Q1: 2,932 shares 2,932 $77.7K 0.02% +906 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: 2,298 shares; 2024Q4: 2,214 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 815 shares; 2026Q1: 738 shares 738 $75.8K 0.02% -77 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 271 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $75.4K 0.02% 0 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: 351 shares; 2024Q4: 304 shares; 2025Q1: 434 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 1,055 shares 1,055 $75.3K 0.02% +751 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 422 shares; 2025Q3: 425 shares; 2025Q4: 411 shares; 2026Q1: 407 shares 407 $74.2K 0.01% -4 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: 345 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 215 shares; 2026Q1: 284 shares 284 $73.9K 0.01% +69 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G 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: 2,310 shares 2,310 $72.7K 0.01% new 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: 1,315 shares; 2024Q4: 1,268 shares; 2025Q1: 319 shares; 2025Q2: 228 shares; 2025Q3: 207 shares; 2025Q4: 195 shares; 2026Q1: 184 shares 184 $71.8K 0.01% -11 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $71.6K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares 557 $70.5K 0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,970 shares; 2025Q1: 2,000 shares; 2025Q2: 826 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 729 shares 729 $70.3K 0.01% -26 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 199 shares; 2025Q4: 217 shares; 2026Q1: 213 shares 213 $69.4K 0.01% -4 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: 926 shares; 2025Q4: 959 shares; 2026Q1: 938 shares 938 $68.9K 0.01% -21 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 27 shares; 2025Q2: 430 shares; 2025Q3: 358 shares; 2025Q4: 361 shares; 2026Q1: 333 shares 333 $68.7K 0.01% -28 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: not reported; 2026Q1: 591 shares 591 $68.2K 0.01% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 685 shares; 2025Q3: 713 shares; 2025Q4: 731 shares; 2026Q1: 838 shares 838 $67.8K 0.01% +107 Timeline IGSB 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: 3,627 shares; 2024Q4: 6,052 shares; 2025Q1: 4,802 shares; 2025Q2: 4,634 shares; 2025Q3: 4,634 shares; 2025Q4: 4,627 shares; 2026Q1: 1,280 shares 1,280 $67.3K 0.01% -3,347 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 16 shares; 2025Q1: 50 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186 shares 186 $66.7K 0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,569 shares 1,569 $66.3K 0.01% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares 2,085 $65.6K 0.01% 0 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 150 shares 150 $65.4K 0.01% +124 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,938 shares; 2024Q4: 24,704 shares; 2025Q1: 25,952 shares; 2025Q2: 8,633 shares; 2025Q3: 5,682 shares; 2025Q4: 1,403 shares; 2026Q1: 681 shares 681 $64.7K 0.01% -722 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 336 shares; 2025Q4: 391 shares; 2026Q1: 403 shares 403 $64.4K 0.01% +12 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 344 shares; 2026Q1: 186 shares 186 $63.7K 0.01% -158 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 375 shares; 2025Q3: 360 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $63.1K 0.01% 0 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: 1,953 shares; 2024Q4: 1,504 shares; 2025Q1: 1,496 shares; 2025Q2: 813 shares; 2025Q3: 828 shares; 2025Q4: 886 shares; 2026Q1: 878 shares 878 $63.1K 0.01% -8 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: 488 shares; 2024Q4: 34 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 479 shares; 2025Q4: 452 shares; 2026Q1: 1,420 shares 1,420 $62.7K 0.01% +968 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,610 shares; 2026Q1: 1,535 shares 1,535 $62.2K 0.01% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404 shares; 2025Q3: 3,236 shares; 2025Q4: 3,464 shares; 2026Q1: 3,535 shares 3,535 $61.6K 0.01% +71 Timeline AIQ 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: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: 1,356 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $60.5K 0.01% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 300 shares; 2025Q3: 245 shares; 2025Q4: 248 shares; 2026Q1: 180 shares 180 $59.1K 0.01% -68 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: 2,202 shares; 2024Q4: 2,117 shares; 2025Q1: 675 shares; 2025Q2: 379 shares; 2025Q3: 270 shares; 2025Q4: 259 shares; 2026Q1: 248 shares 248 $58.6K 0.01% -11 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $57.7K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 369 shares; 2025Q2: 370 shares; 2025Q3: 312 shares; 2025Q4: 341 shares; 2026Q1: 349 shares 349 $57.6K 0.01% +8 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 249 shares 249 $56.9K 0.01% -12 Timeline CUBE CUBESMART More: the full row for CUBESMART 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: 1,542 shares 1,542 $56.5K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 142 shares; 2025Q2: 138 shares; 2025Q3: 84 shares; 2025Q4: 34 shares; 2026Q1: 130 shares 130 $56.4K 0.01% +96 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $55.7K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 482 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 454 shares; 2025Q4: 440 shares; 2026Q1: 439 shares 439 $55.1K 0.01% -1 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 4,046 shares; 2025Q1: 3,346 shares; 2025Q2: 689 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 483 shares 483 $54.2K 0.01% +10 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: 1,088 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 413 shares; 2025Q3: 442 shares; 2025Q4: 451 shares; 2026Q1: 410 shares 410 $53.7K 0.01% -41 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares 771 $52.7K 0.01% new 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: 11 shares; 2025Q2: 35 shares; 2025Q3: 79 shares; 2025Q4: 11 shares; 2026Q1: 177 shares 177 $52.5K 0.01% +166 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 1,360 shares 1,360 $52.3K 0.01% +469 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 30 shares 30 $51.9K 0.01% +23 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254 shares 254 $51.2K 0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 698 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 545 shares 545 $50.2K 0.01% -33 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 183 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 171 shares 171 $50K 0.01% +30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $49.5K 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 214 shares 214 $49.4K 0.01% +202 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 44 shares; 2025Q3: 53 shares; 2025Q4: 36 shares; 2026Q1: 123 shares 123 $49K 0.01% +87 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 500 shares; 2025Q2: 521 shares; 2025Q3: 540 shares; 2025Q4: 604 shares; 2026Q1: 614 shares 614 $48.9K 0.01% +10 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 399 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $48.9K 0.01% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 439 shares; 2026Q1: 658 shares 658 $48.6K 0.01% +219 Timeline LQD 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: 9,675 shares; 2024Q4: 4,825 shares; 2025Q1: 4,452 shares; 2025Q2: 3,473 shares; 2025Q3: 2,041 shares; 2025Q4: 498 shares; 2026Q1: 446 shares 446 $48.6K 0.01% -52 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,851 shares; 2025Q2: 1,943 shares; 2025Q3: 1,834 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares 1,834 $47.5K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares 996 $47.2K 0.01% new 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 124 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 162 shares; 2026Q1: 160 shares 160 $46.7K 0.01% -2 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 496 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $46.6K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 25 shares; 2025Q4: 181 shares; 2026Q1: 185 shares 185 $46.4K 0.01% +4 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: 8,784 shares; 2024Q4: 8,449 shares; 2025Q1: 1,738 shares; 2025Q2: 1,819 shares; 2025Q3: 1,102 shares; 2025Q4: 1,095 shares; 2026Q1: 907 shares 907 $45.6K 0.01% -188 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $45.2K 0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $44.8K 0.01% 0 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: 1,068 shares; 2024Q4: 835 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 548 shares 548 $44.6K 0.01% -5 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 607 shares 607 $44.1K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,127 shares; 2025Q1: 2,641 shares; 2025Q2: 2,570 shares; 2025Q3: 2,552 shares; 2025Q4: 2,187 shares; 2026Q1: 584 shares 584 $43.5K 0.01% -1,603 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: 399 shares; 2024Q4: 336 shares; 2025Q1: 208 shares; 2025Q2: 308 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 294 shares 294 $43K 0.01% -4 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $42.4K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,783 shares; 2024Q4: 3,348 shares; 2025Q1: 612 shares; 2025Q2: 632 shares; 2025Q3: 410 shares; 2025Q4: 394 shares; 2026Q1: 358 shares 358 $42.1K 0.01% -36 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: 869 shares; 2024Q4: 869 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 451 shares 451 $42.1K 0.01% +194 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,559 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,224 shares; 2025Q4: 661 shares; 2026Q1: 581 shares 581 $41.6K 0.01% -80 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517 shares 517 $41.4K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 10,572 shares; 2025Q1: 8,386 shares; 2025Q2: 7,465 shares; 2025Q3: 5,172 shares; 2025Q4: 2,561 shares; 2026Q1: 500 shares 500 $41.3K 0.01% -2,061 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: 655 shares; 2024Q4: 632 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 265 shares; 2026Q1: 261 shares 261 $41K 0.01% -4 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 608 shares 608 $40.8K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares 762 $40.7K 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 226 shares; 2026Q1: 226 shares 226 $40.6K 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244 shares; 2026Q1: 244 shares 244 $40.5K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 465 shares; 2025Q1: 397 shares; 2025Q2: 227 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $40.4K 0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares 133 $40K 0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 1,426 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $39.8K 0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073 $39.5K 0.01% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 2,047 shares; 2025Q2: 1,998 shares; 2025Q3: 1,804 shares; 2025Q4: 1,837 shares; 2026Q1: 1,825 shares 1,825 $39.1K 0.01% -12 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $39.1K 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: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 968 shares; 2026Q1: 952 shares 952 $39.1K 0.01% -16 Timeline JEPQ 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: 3,000 shares; 2026Q1: 700 shares 700 $38.9K 0.01% -2,300 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355 shares; 2024Q4: 904 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 600 shares 600 $38.8K 0.01% -20 Timeline MGC 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: 162 shares 162 $38.3K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $38.3K 0.01% new 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $38.2K 0.01% 0 Timeline CXE MFS HIGH INCOME MUN TR More: the full row for MFS HIGH INCOME MUN TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,262 shares; 2025Q4: 10,262 shares; 2026Q1: 10,262 shares 10,262 $38.1K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 188 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 177 shares 177 $37.6K 0.01% -11 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares 412 $37.4K 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 315 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: not reported; 2026Q1: 1,919 shares 1,919 $36.9K 0.01% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares 617 $36.8K 0.01% 0 Timeline INMU 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: 558 shares; 2025Q3: 1,683 shares; 2025Q4: 1,526 shares; 2026Q1: 1,510 shares 1,510 $36.1K 0.01% -16 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: 448 shares; 2024Q4: 423 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 341 shares 341 $36.1K 0.01% +218 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 64 shares 64 $36K 0.01% +21 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 482 shares 482 $35.6K 0.01% new 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: 508 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $35.5K 0.01% 0 Timeline ACWX 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: 519 shares 519 $35.5K 0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $35.4K 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 179 shares 179 $35.1K 0.01% -2 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716 $34.9K 0.01% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $34.7K 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: 2,237 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $34.6K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 1,510 shares 1,510 $34.6K 0.01% +1,059 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $34.2K 0.01% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 755 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 522 shares 522 $34.1K 0.01% +120 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 705 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 681 shares; 2025Q4: 623 shares; 2026Q1: 561 shares 561 $33.9K 0.01% -62 Timeline SPYV 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: 597 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $33.8K 0.01% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 591 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 571 shares 571 $33.7K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $33.6K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $33.6K 0.01% 0 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 146 shares; 2026Q1: 161 shares 161 $33.6K 0.01% +15 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 955 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 955 shares; 2026Q1: 954 shares 954 $33.5K 0.01% -1 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 158 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 196 shares 196 $33.4K 0.01% +13 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,816 shares; 2024Q4: 1,752 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $33.3K 0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 387 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 305 shares 305 $33K 0.01% -14 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: 326 shares; 2024Q4: 326 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $32.7K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $32.2K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 30 shares 30 $32K 0.01% +1 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,298 shares 1,298 $31.6K 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 7 shares; 2025Q4: 137 shares; 2026Q1: 128 shares 128 $31.3K 0.01% -9 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: 846 shares; 2024Q4: 767 shares; 2025Q1: 182 shares; 2025Q2: 150 shares; 2025Q3: 96 shares; 2025Q4: 57 shares; 2026Q1: 107 shares 107 $31.3K 0.01% +50 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 278 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $31.3K 0.01% 0 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: 388 shares; 2024Q4: 388 shares; 2025Q1: 359 shares; 2025Q2: 382 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $30.7K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 14,213 shares; 2025Q1: 9,554 shares; 2025Q2: 4,449 shares; 2025Q3: 3,381 shares; 2025Q4: 4,572 shares; 2026Q1: 239 shares 239 $30.6K 0.01% -4,333 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $30.3K 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: 1,605 shares; 2024Q4: 2,155 shares; 2025Q1: 3,615 shares; 2025Q2: 3,546 shares; 2025Q3: 3,579 shares; 2025Q4: 68 shares; 2026Q1: 85 shares 85 $30.1K 0.01% +17 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares 152 $30.1K 0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $29.8K 0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $29.7K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $29.2K 0.01% 0 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 83 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 73 shares; 2026Q1: 105 shares 105 $29.2K 0.01% +32 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 503 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $28.8K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 53 shares 53 $28.8K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $28.6K 0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,398 shares; 2024Q4: 2,989 shares; 2025Q1: 2,803 shares; 2025Q2: 2,589 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $28.5K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 253 shares; 2025Q1: 192 shares; 2025Q2: 307 shares; 2025Q3: 360 shares; 2025Q4: 321 shares; 2026Q1: 268 shares 268 $28.2K 0.01% -53 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: 666 shares; 2024Q4: 238 shares; 2025Q1: 204 shares; 2025Q2: 76 shares; 2025Q3: 96 shares; 2025Q4: 230 shares; 2026Q1: 211 shares 211 $28K 0.01% -19 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV 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: 690 shares 690 $27.6K 0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares 453 $27.5K 0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $27.5K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares 193 $27.5K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 2,003 shares; 2025Q2: 2,003 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares; 2026Q1: 2,003 shares 2,003 $27.4K 0.01% 0 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 43 shares; 2025Q4: 68 shares; 2026Q1: 78 shares 78 $26.9K 0.01% +10 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: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 218 shares; 2026Q1: 285 shares 285 $26.8K 0.01% +67 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 229 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 223 shares; 2025Q4: 205 shares; 2026Q1: 233 shares 233 $26.6K 0.01% +28 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $26.3K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 144 shares; 2025Q4: 138 shares; 2026Q1: 133 shares 133 $26.2K 0.01% -5 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 283 shares; 2025Q4: 268 shares; 2026Q1: 276 shares 276 $25.9K 0.01% +8 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: 58 shares; 2024Q4: 48 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 43 shares; 2026Q1: 44 shares 44 $25.9K 0.01% +1 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 648 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 602 shares; 2025Q4: 294 shares; 2026Q1: 311 shares 311 $25.7K 0.01% +17 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 771 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $25.2K 0.01% 0 Timeline FTLS 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $25.1K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 220 shares; 2025Q1: 287 shares; 2025Q2: 180 shares; 2025Q3: 216 shares; 2025Q4: 189 shares; 2026Q1: 152 shares 152 $24.6K <0.01% -37 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 612 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $24.5K <0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 61 shares; 2026Q1: 69 shares 69 $24.2K <0.01% +8 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $24K <0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 106 shares 106 $23.5K <0.01% -4 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares 2,861 $23.3K <0.01% 0 Timeline FVD 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: 500 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares 489 $23K <0.01% new Timeline GCOW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares 497 $23K <0.01% new Timeline IEF 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: 3,998 shares; 2024Q4: 2,566 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 1,388 shares; 2025Q4: 345 shares; 2026Q1: 239 shares 239 $22.8K <0.01% -106 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 130 shares; 2025Q4: 228 shares; 2026Q1: 245 shares 245 $22.8K <0.01% +17 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 464 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $22.7K <0.01% 0 Timeline VDC 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $22.5K <0.01% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $22.4K <0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 154 shares; 2025Q1: 349 shares; 2025Q2: 260 shares; 2025Q3: 328 shares; 2025Q4: 412 shares; 2026Q1: 319 shares 319 $22.4K <0.01% -93 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 447 shares 447 $22.3K <0.01% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 519 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $22.2K <0.01% 0 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $22.1K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $22K <0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127 $21.8K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 943 shares; 2025Q1: 928 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $21.7K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares 108 $21.6K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 120 shares; 2026Q1: 114 shares 114 $21.3K <0.01% -6 Timeline SLYG 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $21.3K <0.01% 0 Timeline 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: 829 shares; 2024Q4: 919 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 543 shares; 2025Q4: 471 shares; 2026Q1: 407 shares 407 $21.1K <0.01% -64 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $21K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $21K <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: 456 shares; 2024Q4: 256 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 251 shares 251 $21K <0.01% -12 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 272 shares; 2025Q3: 282 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $20.8K <0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $20.6K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $20.3K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $20K <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: 263 shares; 2024Q4: 470 shares; 2025Q1: 302 shares; 2025Q2: 395 shares; 2025Q3: 318 shares; 2025Q4: 335 shares; 2026Q1: 305 shares 305 $20K <0.01% -30 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 286 shares 286 $19.8K <0.01% -138 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL 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: 609 shares 609 $19.7K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares 368 $19.7K <0.01% 0 Timeline EEMV 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: 1,265 shares; 2024Q4: 1,045 shares; 2025Q1: 1,025 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 302 shares 302 $19.5K <0.01% -78 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares 229 $19.5K <0.01% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 283 shares; 2025Q1: 403 shares; 2025Q2: 513 shares; 2025Q3: 393 shares; 2025Q4: 308 shares; 2026Q1: 260 shares 260 $19.5K <0.01% -48 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: 387 shares; 2024Q4: 457 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 457 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $19.4K <0.01% 0 Timeline EFG 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: 297 shares; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 173 shares; 2025Q3: 197 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $19.3K <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: 445 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 80 shares; 2026Q1: 71 shares 71 $19.2K <0.01% -9 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 49 shares; 2025Q4: 53 shares; 2026Q1: 87 shares 87 $18.6K <0.01% +34 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: 167 shares; 2024Q4: 139 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 163 shares 163 $18.4K <0.01% -7 Timeline