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: 629,649 shares; 2024Q4: 749,682 shares; 2025Q1: 723,422 shares; 2025Q2: 578,619 shares; 2025Q3: 570,409 shares; 2025Q4: 574,417 shares; 2026Q1: 737,551 shares 737,551 $187M 8.55% +163,134 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: 134,117 shares; 2024Q4: 196,439 shares; 2025Q1: 195,067 shares; 2025Q2: 132,882 shares; 2025Q3: 129,957 shares; 2025Q4: 129,947 shares; 2026Q1: 199,775 shares 199,775 $74M 3.38% +69,828 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,384 shares; 2024Q4: 503,452 shares; 2025Q1: 503,969 shares; 2025Q2: 503,969 shares; 2025Q3: 503,942 shares; 2025Q4: 503,927 shares; 2026Q1: 506,192 shares 506,192 $73.5M 3.36% +2,265 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: 142,653 shares; 2024Q4: 243,016 shares; 2025Q1: 241,442 shares; 2025Q2: 140,314 shares; 2025Q3: 137,546 shares; 2025Q4: 138,644 shares; 2026Q1: 247,562 shares 247,562 $72.8M 3.33% +108,918 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: 137,564 shares; 2024Q4: 146,074 shares; 2025Q1: 144,619 shares; 2025Q2: 132,611 shares; 2025Q3: 129,625 shares; 2025Q4: 129,671 shares; 2026Q1: 141,998 shares 141,998 $68M 3.11% +12,327 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: 233,265 shares; 2024Q4: 288,451 shares; 2025Q1: 285,108 shares; 2025Q2: 224,487 shares; 2025Q3: 223,082 shares; 2025Q4: 222,255 shares; 2026Q1: 286,462 shares 286,462 $59.7M 2.73% +64,207 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: 155,395 shares; 2024Q4: 184,746 shares; 2025Q1: 183,510 shares; 2025Q2: 144,570 shares; 2025Q3: 141,755 shares; 2025Q4: 141,635 shares; 2026Q1: 189,441 shares 189,441 $54.5M 2.49% +47,806 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: 166,104 shares; 2024Q4: 273,831 shares; 2025Q1: 265,160 shares; 2025Q2: 139,560 shares; 2025Q3: 141,639 shares; 2025Q4: 137,525 shares; 2026Q1: 278,794 shares 278,794 $48.6M 2.22% +141,269 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: 250,490 shares; 2024Q4: 251,216 shares; 2025Q1: 251,130 shares; 2025Q2: 249,368 shares; 2025Q3: 248,449 shares; 2025Q4: 260,766 shares; 2026Q1: 267,579 shares 267,579 $45.4M 2.07% +6,813 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: 51,206 shares; 2024Q4: 51,378 shares; 2025Q1: 52,464 shares; 2025Q2: 51,640 shares; 2025Q3: 51,739 shares; 2025Q4: 51,860 shares; 2026Q1: 67,951 shares 67,951 $40.6M 1.86% +16,091 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: 86,811 shares; 2024Q4: 338,104 shares; 2025Q1: 337,046 shares; 2025Q2: 85,776 shares; 2025Q3: 84,591 shares; 2025Q4: 84,391 shares; 2026Q1: 341,074 shares 341,074 $31.7M 1.45% +256,683 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: 25,220 shares; 2024Q4: 27,280 shares; 2025Q1: 26,154 shares; 2025Q2: 23,695 shares; 2025Q3: 24,104 shares; 2025Q4: 24,234 shares; 2026Q1: 29,978 shares 29,978 $27.6M 1.26% +5,744 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: 40,478 shares; 2024Q4: 40,252 shares; 2025Q1: 39,832 shares; 2025Q2: 39,217 shares; 2025Q3: 38,833 shares; 2025Q4: 38,411 shares; 2026Q1: 37,655 shares 37,655 $26.7M 1.22% -756 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $25.9M 1.18% 0 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: 53,009 shares; 2024Q4: 85,497 shares; 2025Q1: 84,007 shares; 2025Q2: 52,493 shares; 2025Q3: 51,643 shares; 2025Q4: 51,096 shares; 2026Q1: 88,457 shares 88,457 $25.4M 1.16% +37,361 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: 113,379 shares; 2024Q4: 112,280 shares; 2025Q1: 104,839 shares; 2025Q2: 103,721 shares; 2025Q3: 103,212 shares; 2025Q4: 99,500 shares; 2026Q1: 102,218 shares 102,218 $24.8M 1.13% +2,718 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: 92,525 shares; 2024Q4: 111,390 shares; 2025Q1: 107,159 shares; 2025Q2: 83,243 shares; 2025Q3: 83,820 shares; 2025Q4: 85,891 shares; 2026Q1: 109,987 shares 109,987 $23.9M 1.09% +24,096 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: 100,660 shares; 2024Q4: 99,662 shares; 2025Q1: 96,961 shares; 2025Q2: 96,560 shares; 2025Q3: 95,606 shares; 2025Q4: 95,758 shares; 2026Q1: 97,744 shares 97,744 $23.9M 1.09% +1,986 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: 53,113 shares; 2024Q4: 122,082 shares; 2025Q1: 121,520 shares; 2025Q2: 51,513 shares; 2025Q3: 49,709 shares; 2025Q4: 49,388 shares; 2026Q1: 122,702 shares 122,702 $23.7M 1.08% +73,314 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: 97,999 shares; 2024Q4: 114,122 shares; 2025Q1: 107,290 shares; 2025Q2: 91,628 shares; 2025Q3: 89,793 shares; 2025Q4: 87,695 shares; 2026Q1: 105,038 shares 105,038 $21.7M 0.99% +17,343 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,425 shares; 2024Q4: 175,391 shares; 2025Q1: 173,801 shares; 2025Q2: 30,442 shares; 2025Q3: 30,357 shares; 2025Q4: 33,396 shares; 2026Q1: 165,146 shares 165,146 $21.6M 0.99% +131,750 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: 25,807 shares; 2024Q4: 24,974 shares; 2025Q1: 24,626 shares; 2025Q2: 24,534 shares; 2025Q3: 23,887 shares; 2025Q4: 24,724 shares; 2026Q1: 27,104 shares 27,104 $17.7M 0.81% +2,380 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: 46,086 shares; 2024Q4: 52,597 shares; 2025Q1: 51,742 shares; 2025Q2: 45,304 shares; 2025Q3: 44,744 shares; 2025Q4: 44,827 shares; 2026Q1: 52,427 shares 52,427 $17.2M 0.79% +7,600 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: 67,089 shares; 2024Q4: 64,300 shares; 2025Q1: 63,949 shares; 2025Q2: 63,489 shares; 2025Q3: 62,835 shares; 2025Q4: 61,350 shares; 2026Q1: 52,748 shares 52,748 $16.3M 0.75% -8,602 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776,746 shares; 2024Q4: 782,246 shares; 2025Q1: 782,146 shares; 2025Q2: 815,646 shares; 2025Q3: 830,646 shares; 2025Q4: 815,646 shares; 2026Q1: 841,146 shares 841,146 $16.2M 0.74% +25,500 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,144 shares; 2024Q4: 36,289 shares; 2025Q1: 37,202 shares; 2025Q2: 37,003 shares; 2025Q3: 37,453 shares; 2025Q4: 36,861 shares; 2026Q1: 36,762 shares 36,762 $15.8M 0.72% -99 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: 121,701 shares; 2024Q4: 130,061 shares; 2025Q1: 128,278 shares; 2025Q2: 116,079 shares; 2025Q3: 113,785 shares; 2025Q4: 108,124 shares; 2026Q1: 104,600 shares 104,600 $15.4M 0.7% -3,524 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: 111,450 shares; 2024Q4: 177,534 shares; 2025Q1: 183,955 shares; 2025Q2: 114,615 shares; 2025Q3: 112,173 shares; 2025Q4: 113,037 shares; 2026Q1: 197,537 shares 197,537 $15.3M 0.7% +84,500 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: 41,591 shares; 2024Q4: 49,868 shares; 2025Q1: 48,665 shares; 2025Q2: 40,115 shares; 2025Q3: 39,400 shares; 2025Q4: 39,075 shares; 2026Q1: 50,696 shares 50,696 $15.3M 0.7% +11,621 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: 98,327 shares; 2024Q4: 97,346 shares; 2025Q1: 97,188 shares; 2025Q2: 95,756 shares; 2025Q3: 91,592 shares; 2025Q4: 90,445 shares; 2026Q1: 95,419 shares 95,419 $13.8M 0.63% +4,974 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: 30,547 shares; 2024Q4: 36,190 shares; 2025Q1: 34,198 shares; 2025Q2: 21,818 shares; 2025Q3: 21,324 shares; 2025Q4: 21,386 shares; 2026Q1: 27,683 shares 27,683 $13.6M 0.62% +6,297 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: 55,659 shares; 2024Q4: 55,945 shares; 2025Q1: 55,048 shares; 2025Q2: 54,943 shares; 2025Q3: 54,283 shares; 2025Q4: 55,333 shares; 2026Q1: 60,144 shares 60,144 $13.6M 0.62% +4,811 Timeline GDX 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: 83,268 shares; 2024Q4: 83,216 shares; 2025Q1: 83,132 shares; 2025Q2: 83,432 shares; 2025Q3: 138,898 shares; 2025Q4: 141,171 shares; 2026Q1: 144,736 shares 144,736 $13.3M 0.61% +3,565 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: 343,280 shares; 2024Q4: 343,110 shares; 2025Q1: 343,110 shares; 2025Q2: 343,110 shares; 2025Q3: 345,010 shares; 2025Q4: 346,080 shares; 2026Q1: 347,843 shares 347,843 $13.2M 0.6% +1,763 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: 177,379 shares; 2024Q4: 175,880 shares; 2025Q1: 191,393 shares; 2025Q2: 191,847 shares; 2025Q3: 186,441 shares; 2025Q4: 187,076 shares; 2026Q1: 200,251 shares 200,251 $12.8M 0.59% +13,175 Timeline FLTR 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: 254,121 shares; 2025Q1: 365,661 shares; 2025Q2: 374,591 shares; 2025Q3: 417,575 shares; 2025Q4: 469,311 shares; 2026Q1: 501,143 shares 501,143 $12.8M 0.58% +31,832 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,652 shares; 2024Q4: 113,398 shares; 2025Q1: 171,208 shares; 2025Q2: 177,234 shares; 2025Q3: 203,199 shares; 2025Q4: 229,117 shares; 2026Q1: 243,564 shares 243,564 $12.4M 0.57% +14,447 Timeline FLRN 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: 125,364 shares; 2024Q4: 251,034 shares; 2025Q1: 321,475 shares; 2025Q2: 329,491 shares; 2025Q3: 342,384 shares; 2025Q4: 376,430 shares; 2026Q1: 397,659 shares 397,659 $12.2M 0.56% +21,229 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: 113,563 shares; 2024Q4: 112,693 shares; 2025Q1: 107,872 shares; 2025Q2: 107,725 shares; 2025Q3: 106,143 shares; 2025Q4: 102,766 shares; 2026Q1: 105,029 shares 105,029 $12.1M 0.55% +2,263 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: 53,702 shares; 2024Q4: 74,130 shares; 2025Q1: 74,165 shares; 2025Q2: 51,615 shares; 2025Q3: 53,855 shares; 2025Q4: 53,852 shares; 2026Q1: 74,413 shares 74,413 $11.9M 0.54% +20,561 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 16,139 shares; 2025Q1: 16,229 shares; 2025Q2: 1,229 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 16,234 shares 16,234 $11.1M 0.51% +15,020 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: 119,169 shares; 2024Q4: 198,916 shares; 2025Q1: 200,111 shares; 2025Q2: 120,065 shares; 2025Q3: 124,444 shares; 2025Q4: 124,918 shares; 2026Q1: 221,652 shares 221,652 $10.8M 0.49% +96,734 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,886 shares; 2025Q1: 281,249 shares; 2025Q2: 294,116 shares; 2025Q3: 314,350 shares; 2025Q4: 396,518 shares; 2026Q1: 429,364 shares 429,364 $10.7M 0.49% +32,846 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: 125,510 shares; 2024Q4: 174,172 shares; 2025Q1: 171,177 shares; 2025Q2: 103,352 shares; 2025Q3: 98,058 shares; 2025Q4: 83,581 shares; 2026Q1: 87,092 shares 87,092 $10.5M 0.48% +3,511 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: 9,607 shares; 2024Q4: 9,569 shares; 2025Q1: 9,493 shares; 2025Q2: 9,493 shares; 2025Q3: 9,796 shares; 2025Q4: 9,814 shares; 2026Q1: 9,903 shares 9,903 $9.87M 0.45% +89 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: 13,918 shares; 2024Q4: 82,784 shares; 2025Q1: 80,548 shares; 2025Q2: 10,251 shares; 2025Q3: 10,251 shares; 2025Q4: 9,865 shares; 2026Q1: 80,962 shares 80,962 $9.37M 0.43% +71,097 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,742 shares; 2025Q1: 9,755 shares; 2025Q2: 8,730 shares; 2025Q3: 8,497 shares; 2025Q4: 8,497 shares; 2026Q1: 9,729 shares 9,729 $9.36M 0.43% +1,232 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: 24,102 shares; 2024Q4: 118,162 shares; 2025Q1: 118,508 shares; 2025Q2: 23,842 shares; 2025Q3: 23,992 shares; 2025Q4: 23,762 shares; 2026Q1: 122,285 shares 122,285 $9.3M 0.42% +98,523 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: 6,996 shares; 2024Q4: 7,030 shares; 2025Q1: 7,765 shares; 2025Q2: 10,019 shares; 2025Q3: 10,853 shares; 2025Q4: 11,129 shares; 2026Q1: 15,082 shares 15,082 $8.63M 0.39% +3,953 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: 71,595 shares; 2024Q4: 89,311 shares; 2025Q1: 81,901 shares; 2025Q2: 60,667 shares; 2025Q3: 60,178 shares; 2025Q4: 62,283 shares; 2026Q1: 82,696 shares 82,696 $8.49M 0.39% +20,413 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: 42,614 shares; 2024Q4: 43,148 shares; 2025Q1: 42,987 shares; 2025Q2: 41,695 shares; 2025Q3: 37,292 shares; 2025Q4: 35,265 shares; 2026Q1: 43,979 shares 43,979 $8.44M 0.39% +8,714 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: 16,167 shares; 2024Q4: 16,107 shares; 2025Q1: 15,957 shares; 2025Q2: 15,990 shares; 2025Q3: 15,627 shares; 2025Q4: 15,622 shares; 2026Q1: 15,447 shares 15,447 $8.31M 0.38% -175 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 131,000 shares; 2025Q2: 470,404 shares; 2025Q3: 521,511 shares; 2025Q4: 533,778 shares; 2026Q1: 570,165 shares 570,165 $8.24M 0.38% +36,387 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,589 shares; 2024Q4: 125,481 shares; 2025Q1: 125,355 shares; 2025Q2: 125,144 shares; 2025Q3: 125,129 shares; 2025Q4: 125,042 shares; 2026Q1: 125,212 shares 125,212 $8.18M 0.37% +170 Timeline DGRO 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: 90,109 shares; 2024Q4: 88,940 shares; 2025Q1: 93,024 shares; 2025Q2: 96,951 shares; 2025Q3: 98,988 shares; 2025Q4: 99,445 shares; 2026Q1: 116,427 shares 116,427 $8.17M 0.37% +16,982 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,167 shares; 2024Q4: 307,949 shares; 2025Q1: 320,959 shares; 2025Q2: 320,407 shares; 2025Q3: 323,038 shares; 2025Q4: 329,503 shares; 2026Q1: 227,131 shares 227,131 $8.08M 0.37% -102,372 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: 10,167 shares; 2024Q4: 10,707 shares; 2025Q1: 9,979 shares; 2025Q2: 9,789 shares; 2025Q3: 10,835 shares; 2025Q4: 13,707 shares; 2026Q1: 22,383 shares 22,383 $8.01M 0.37% +8,676 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: 21,650 shares; 2024Q4: 21,538 shares; 2025Q1: 21,350 shares; 2025Q2: 21,565 shares; 2025Q3: 21,235 shares; 2025Q4: 21,394 shares; 2026Q1: 22,610 shares 22,610 $7.96M 0.36% +1,216 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,421 shares; 2024Q4: 40,419 shares; 2025Q1: 40,445 shares; 2025Q2: 41,003 shares; 2025Q3: 67,257 shares; 2025Q4: 89,544 shares; 2026Q1: 99,053 shares 99,053 $7.85M 0.36% +9,509 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: 45,398 shares; 2024Q4: 62,807 shares; 2025Q1: 44,913 shares; 2025Q2: 27,450 shares; 2025Q3: 26,095 shares; 2025Q4: 25,903 shares; 2026Q1: 40,946 shares 40,946 $7.76M 0.35% +15,043 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,148 shares; 2024Q4: 352,598 shares; 2025Q1: 352,218 shares; 2025Q2: 322,218 shares; 2025Q3: 319,808 shares; 2025Q4: 320,618 shares; 2026Q1: 318,118 shares 318,118 $7.76M 0.35% -2,500 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: 5,588 shares; 2024Q4: 55,094 shares; 2025Q1: 55,094 shares; 2025Q2: 8,428 shares; 2025Q3: 8,428 shares; 2025Q4: 8,428 shares; 2026Q1: 57,825 shares 57,825 $7.57M 0.35% +49,397 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: 30,975 shares; 2024Q4: 70,975 shares; 2025Q1: 70,575 shares; 2025Q2: 30,650 shares; 2025Q3: 30,650 shares; 2025Q4: 30,650 shares; 2026Q1: 70,725 shares 70,725 $7.55M 0.35% +40,075 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: 20,818 shares; 2024Q4: 20,118 shares; 2025Q1: 31,447 shares; 2025Q2: 39,401 shares; 2025Q3: 42,018 shares; 2025Q4: 45,205 shares; 2026Q1: 108,337 shares 108,337 $7.42M 0.34% +63,132 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: 68,373 shares; 2024Q4: 61,377 shares; 2025Q1: 60,822 shares; 2025Q2: 60,197 shares; 2025Q3: 59,918 shares; 2025Q4: 118,286 shares; 2026Q1: 120,449 shares 120,449 $7.38M 0.34% +2,163 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: 24,804 shares; 2024Q4: 25,562 shares; 2025Q1: 25,679 shares; 2025Q2: 25,184 shares; 2025Q3: 24,687 shares; 2025Q4: 25,136 shares; 2026Q1: 25,351 shares 25,351 $7.28M 0.33% +215 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: 7,046 shares; 2024Q4: 7,054 shares; 2025Q1: 7,296 shares; 2025Q2: 7,255 shares; 2025Q3: 7,485 shares; 2025Q4: 7,494 shares; 2026Q1: 8,546 shares 8,546 $7.23M 0.33% +1,052 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: 6,730 shares; 2024Q4: 6,655 shares; 2025Q1: 7,239 shares; 2025Q2: 7,363 shares; 2025Q3: 7,620 shares; 2025Q4: 7,694 shares; 2026Q1: 8,012 shares 8,012 $7.17M 0.33% +318 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: 28,567 shares; 2024Q4: 28,086 shares; 2025Q1: 27,882 shares; 2025Q2: 27,121 shares; 2025Q3: 26,992 shares; 2025Q4: 52,662 shares; 2026Q1: 53,142 shares 53,142 $7.06M 0.32% +480 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: 50,842 shares; 2024Q4: 64,727 shares; 2025Q1: 43,584 shares; 2025Q2: 40,887 shares; 2025Q3: 40,230 shares; 2025Q4: 40,142 shares; 2026Q1: 45,133 shares 45,133 $7.01M 0.32% +4,991 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: 134,780 shares; 2024Q4: 294,764 shares; 2025Q1: 257,951 shares; 2025Q2: 152,855 shares; 2025Q3: 153,331 shares; 2025Q4: 136,241 shares; 2026Q1: 243,066 shares 243,066 $6.83M 0.31% +106,825 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: 28,099 shares; 2024Q4: 37,511 shares; 2025Q1: 36,718 shares; 2025Q2: 26,368 shares; 2025Q3: 26,370 shares; 2025Q4: 25,970 shares; 2026Q1: 37,324 shares 37,324 $6.8M 0.31% +11,354 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,026 shares; 2024Q4: 55,526 shares; 2025Q1: 51,926 shares; 2025Q2: 53,509 shares; 2025Q3: 51,864 shares; 2025Q4: 51,474 shares; 2026Q1: 51,459 shares 51,459 $6.74M 0.31% -15 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: 10,873 shares; 2024Q4: 30,835 shares; 2025Q1: 30,774 shares; 2025Q2: 10,774 shares; 2025Q3: 10,961 shares; 2025Q4: 10,106 shares; 2026Q1: 19,028 shares 19,028 $6.73M 0.31% +8,922 Timeline SPSB 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: 117,498 shares; 2024Q4: 108,966 shares; 2025Q1: 110,031 shares; 2025Q2: 110,756 shares; 2025Q3: 153,327 shares; 2025Q4: 199,232 shares; 2026Q1: 216,610 shares 216,610 $6.51M 0.3% +17,378 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,792 shares; 2024Q4: 75,792 shares; 2025Q1: 75,792 shares; 2025Q2: 75,792 shares; 2025Q3: 75,792 shares; 2025Q4: 75,942 shares; 2026Q1: 75,792 shares 75,792 $6.42M 0.29% -150 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: 13,999 shares; 2024Q4: 13,447 shares; 2025Q1: 12,321 shares; 2025Q2: 11,984 shares; 2025Q3: 11,913 shares; 2025Q4: 11,714 shares; 2026Q1: 12,731 shares 12,731 $6.36M 0.29% +1,017 Timeline GDXJ 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: 33,427 shares; 2024Q4: 33,904 shares; 2025Q1: 34,004 shares; 2025Q2: 39,848 shares; 2025Q3: 50,023 shares; 2025Q4: 49,393 shares; 2026Q1: 49,693 shares 49,693 $5.97M 0.27% +300 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: 47,980 shares; 2024Q4: 45,741 shares; 2025Q1: 45,876 shares; 2025Q2: 45,347 shares; 2025Q3: 42,148 shares; 2025Q4: 41,981 shares; 2026Q1: 44,006 shares 44,006 $5.81M 0.27% +2,025 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,928 shares; 2024Q4: 32,928 shares; 2025Q1: 32,828 shares; 2025Q2: 29,660 shares; 2025Q3: 29,660 shares; 2025Q4: 29,010 shares; 2026Q1: 28,510 shares 28,510 $5.79M 0.26% -500 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: 32,502 shares; 2024Q4: 32,114 shares; 2025Q1: 34,526 shares; 2025Q2: 34,363 shares; 2025Q3: 34,303 shares; 2025Q4: 35,497 shares; 2026Q1: 37,307 shares 37,307 $5.79M 0.26% +1,810 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: 33,833 shares; 2024Q4: 33,830 shares; 2025Q1: 33,517 shares; 2025Q2: 33,404 shares; 2025Q3: 33,108 shares; 2025Q4: 32,322 shares; 2026Q1: 32,026 shares 32,026 $5.53M 0.25% -296 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: 107,577 shares; 2024Q4: 105,212 shares; 2025Q1: 107,958 shares; 2025Q2: 107,644 shares; 2025Q3: 101,307 shares; 2025Q4: 98,693 shares; 2026Q1: 101,787 shares 101,787 $5.5M 0.25% +3,094 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: 25,769 shares; 2024Q4: 24,228 shares; 2025Q1: 24,065 shares; 2025Q2: 24,496 shares; 2025Q3: 30,349 shares; 2025Q4: 34,652 shares; 2026Q1: 36,291 shares 36,291 $5.37M 0.25% +1,639 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: 42,551 shares; 2024Q4: 41,125 shares; 2025Q1: 41,516 shares; 2025Q2: 41,555 shares; 2025Q3: 39,489 shares; 2025Q4: 39,739 shares; 2026Q1: 42,112 shares 42,112 $5.23M 0.24% +2,373 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,710 shares; 2024Q4: 50,112 shares; 2025Q1: 50,114 shares; 2025Q2: 49,959 shares; 2025Q3: 50,191 shares; 2025Q4: 54,117 shares; 2026Q1: 69,468 shares 69,468 $5.22M 0.24% +15,351 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: 18,429 shares; 2024Q4: 17,395 shares; 2025Q1: 17,137 shares; 2025Q2: 16,942 shares; 2025Q3: 16,922 shares; 2025Q4: 16,968 shares; 2026Q1: 21,724 shares 21,724 $5.13M 0.23% +4,756 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: 16,578 shares; 2024Q4: 15,644 shares; 2025Q1: 15,659 shares; 2025Q2: 15,482 shares; 2025Q3: 15,457 shares; 2025Q4: 15,439 shares; 2026Q1: 16,511 shares 16,511 $5.13M 0.23% +1,072 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: 20,332 shares; 2024Q4: 22,065 shares; 2025Q1: 22,596 shares; 2025Q2: 23,912 shares; 2025Q3: 56,698 shares; 2025Q4: 83,409 shares; 2026Q1: 96,460 shares 96,460 $5.07M 0.23% +13,051 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: 30,955 shares; 2024Q4: 27,869 shares; 2025Q1: 27,289 shares; 2025Q2: 26,014 shares; 2025Q3: 25,715 shares; 2025Q4: 25,740 shares; 2026Q1: 25,522 shares 25,522 $5.06M 0.23% -218 Timeline QUS 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: 21,934 shares; 2024Q4: 21,922 shares; 2025Q1: 24,609 shares; 2025Q2: 28,061 shares; 2025Q3: 28,554 shares; 2025Q4: 27,624 shares; 2026Q1: 29,260 shares 29,260 $5.02M 0.23% +1,636 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: 988 shares; 2024Q4: 1,049 shares; 2025Q1: 1,136 shares; 2025Q2: 1,297 shares; 2025Q3: 1,734 shares; 2025Q4: 19,885 shares; 2026Q1: 51,680 shares 51,680 $4.97M 0.23% +31,795 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: 25,173 shares; 2024Q4: 25,767 shares; 2025Q1: 25,849 shares; 2025Q2: 26,259 shares; 2025Q3: 22,559 shares; 2025Q4: 21,416 shares; 2026Q1: 23,096 shares 23,096 $4.97M 0.23% +1,680 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: 10,342 shares; 2024Q4: 9,560 shares; 2025Q1: 7,538 shares; 2025Q2: 7,344 shares; 2025Q3: 7,264 shares; 2025Q4: 7,021 shares; 2026Q1: 8,159 shares 8,159 $4.93M 0.23% +1,138 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: 24,120 shares; 2024Q4: 23,495 shares; 2025Q1: 23,455 shares; 2025Q2: 67,127 shares; 2025Q3: 67,548 shares; 2025Q4: 68,547 shares; 2026Q1: 68,379 shares 68,379 $4.88M 0.22% -168 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,937 shares; 2025Q2: 94,027 shares; 2025Q3: 89,810 shares; 2025Q4: 97,033 shares; 2026Q1: 95,524 shares 95,524 $4.88M 0.22% -1,509 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: 84,168 shares; 2024Q4: 79,503 shares; 2025Q1: 77,881 shares; 2025Q2: 78,105 shares; 2025Q3: 73,014 shares; 2025Q4: 73,457 shares; 2026Q1: 80,285 shares 80,285 $4.87M 0.22% +6,828 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: 4,524 shares; 2024Q4: 4,424 shares; 2025Q1: 12,654 shares; 2025Q2: 12,144 shares; 2025Q3: 13,418 shares; 2025Q4: 14,004 shares; 2026Q1: 14,243 shares 14,243 $4.81M 0.22% +239 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,490 shares; 2024Q4: 24,323 shares; 2025Q1: 26,930 shares; 2025Q2: 27,880 shares; 2025Q3: 29,973 shares; 2025Q4: 37,259 shares; 2026Q1: 56,454 shares 56,454 $4.78M 0.22% +19,195 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: 31,935 shares; 2024Q4: 25,276 shares; 2025Q1: 20,070 shares; 2025Q2: 18,598 shares; 2025Q3: 19,093 shares; 2025Q4: 18,773 shares; 2026Q1: 23,281 shares 23,281 $4.74M 0.22% +4,508 Timeline SILJ 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: 144,243 shares; 2024Q4: 142,505 shares; 2025Q1: 142,787 shares; 2025Q2: 143,387 shares; 2025Q3: 171,423 shares; 2025Q4: 154,363 shares; 2026Q1: 155,569 shares 155,569 $4.62M 0.21% +1,206 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,783 shares; 2025Q1: 11,128 shares; 2025Q2: 11,376 shares; 2025Q3: 11,673 shares; 2025Q4: 12,350 shares; 2026Q1: 12,945 shares 12,945 $4.62M 0.21% +595 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,824 shares; 2024Q4: 92,041 shares; 2025Q1: 89,122 shares; 2025Q2: 68,822 shares; 2025Q3: 64,567 shares; 2025Q4: 63,021 shares; 2026Q1: 81,527 shares 81,527 $4.59M 0.21% +18,506 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: 9,198 shares; 2024Q4: 9,128 shares; 2025Q1: 8,692 shares; 2025Q2: 8,751 shares; 2025Q3: 9,156 shares; 2025Q4: 9,022 shares; 2026Q1: 10,843 shares 10,843 $4.52M 0.21% +1,821 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: 92,647 shares; 2024Q4: 89,768 shares; 2025Q1: 77,379 shares; 2025Q2: 76,084 shares; 2025Q3: 67,462 shares; 2025Q4: 63,541 shares; 2026Q1: 65,342 shares 65,342 $4.41M 0.2% +1,801 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,583 shares; 2024Q4: 28,574 shares; 2025Q1: 31,498 shares; 2025Q2: 31,244 shares; 2025Q3: 30,534 shares; 2025Q4: 32,113 shares; 2026Q1: 35,121 shares 35,121 $4.39M 0.2% +3,008 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: 5,512 shares; 2024Q4: 7,033 shares; 2025Q1: 7,768 shares; 2025Q2: 10,428 shares; 2025Q3: 9,886 shares; 2025Q4: 9,491 shares; 2026Q1: 9,641 shares 9,641 $4.31M 0.2% +150 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: 10,371 shares; 2024Q4: 10,520 shares; 2025Q1: 10,032 shares; 2025Q2: 8,959 shares; 2025Q3: 8,818 shares; 2025Q4: 9,930 shares; 2026Q1: 9,788 shares 9,788 $4.28M 0.2% -142 Timeline DXJ 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: 19,185 shares; 2024Q4: 19,065 shares; 2025Q1: 23,000 shares; 2025Q2: 22,850 shares; 2025Q3: 25,840 shares; 2025Q4: 25,840 shares; 2026Q1: 26,817 shares 26,817 $4.25M 0.19% +977 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,806 shares; 2024Q4: 66,268 shares; 2025Q1: 63,873 shares; 2025Q2: 63,352 shares; 2025Q3: 60,554 shares; 2025Q4: 59,870 shares; 2026Q1: 51,854 shares 51,854 $4.24M 0.19% -8,016 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,549 shares; 2024Q4: 68,156 shares; 2025Q1: 68,372 shares; 2025Q2: 64,895 shares; 2025Q3: 52,845 shares; 2025Q4: 44,152 shares; 2026Q1: 41,779 shares 41,779 $4.2M 0.19% -2,373 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,900 shares; 2024Q4: 104,650 shares; 2025Q1: 116,100 shares; 2025Q2: 126,500 shares; 2025Q3: 126,500 shares; 2025Q4: 119,800 shares; 2026Q1: 92,838 shares 92,838 $4.19M 0.19% -26,962 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,523 shares; 2025Q1: 1,508 shares; 2025Q2: 1,892 shares; 2025Q3: 1,882 shares; 2025Q4: 1,872 shares; 2026Q1: 1,888 shares 1,888 $4.15M 0.19% +16 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,037 shares; 2024Q4: 28,781 shares; 2025Q1: 27,534 shares; 2025Q2: 27,006 shares; 2025Q3: 35,125 shares; 2025Q4: 46,504 shares; 2026Q1: 49,668 shares 49,668 $4.11M 0.19% +3,164 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,064 shares; 2025Q1: 1,072 shares; 2025Q2: 1,033 shares; 2025Q3: 991 shares; 2025Q4: 981 shares; 2026Q1: 974 shares 974 $4.1M 0.19% -7 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: 83,758 shares; 2024Q4: 100,669 shares; 2025Q1: 99,511 shares; 2025Q2: 84,511 shares; 2025Q3: 84,511 shares; 2025Q4: 83,701 shares; 2026Q1: 99,087 shares 99,087 $4.07M 0.19% +15,386 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: 4,094 shares; 2024Q4: 3,997 shares; 2025Q1: 3,997 shares; 2025Q2: 3,997 shares; 2025Q3: 3,997 shares; 2025Q4: 3,997 shares; 2026Q1: 24,584 shares 24,584 $4.06M 0.19% +20,587 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: 16,123 shares; 2024Q4: 15,603 shares; 2025Q1: 15,656 shares; 2025Q2: 14,091 shares; 2025Q3: 11,913 shares; 2025Q4: 9,813 shares; 2026Q1: 10,873 shares 10,873 $4.04M 0.18% +1,060 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: 16,320 shares; 2025Q1: 16,211 shares; 2025Q2: 16,070 shares; 2025Q3: 16,656 shares; 2025Q4: 19,091 shares; 2026Q1: 20,560 shares 20,560 $4.03M 0.18% +1,469 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: 43,604 shares; 2024Q4: 39,984 shares; 2025Q1: 39,404 shares; 2025Q2: 37,662 shares; 2025Q3: 37,567 shares; 2025Q4: 37,342 shares; 2026Q1: 36,608 shares 36,608 $4.02M 0.18% -734 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: 4,831 shares; 2024Q4: 15,144 shares; 2025Q1: 15,234 shares; 2025Q2: 5,034 shares; 2025Q3: 5,512 shares; 2025Q4: 5,512 shares; 2026Q1: 19,260 shares 19,260 $4.01M 0.18% +13,748 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,126 shares; 2024Q4: 25,865 shares; 2025Q1: 26,017 shares; 2025Q2: 26,244 shares; 2025Q3: 23,785 shares; 2025Q4: 23,588 shares; 2026Q1: 23,196 shares 23,196 $3.99M 0.18% -392 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: 42,260 shares; 2024Q4: 41,187 shares; 2025Q1: 35,794 shares; 2025Q2: 35,221 shares; 2025Q3: 33,430 shares; 2025Q4: 31,213 shares; 2026Q1: 31,943 shares 31,943 $3.97M 0.18% +730 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: 23,549 shares; 2024Q4: 18,926 shares; 2025Q1: 25,736 shares; 2025Q2: 18,016 shares; 2025Q3: 16,958 shares; 2025Q4: 17,583 shares; 2026Q1: 15,803 shares 15,803 $3.96M 0.18% -1,780 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: not reported; 2024Q4: 29,929 shares; 2025Q1: 31,329 shares; 2025Q2: 31,329 shares; 2025Q3: 33,439 shares; 2025Q4: 33,342 shares; 2026Q1: 36,220 shares 36,220 $3.93M 0.18% +2,878 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,434 shares; 2025Q1: 5,437 shares; 2025Q2: 5,641 shares; 2025Q3: 5,660 shares; 2025Q4: 5,544 shares; 2026Q1: 5,966 shares 5,966 $3.88M 0.18% +422 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: 6,552 shares; 2024Q4: 6,367 shares; 2025Q1: 6,072 shares; 2025Q2: 5,967 shares; 2025Q3: 6,067 shares; 2025Q4: 6,252 shares; 2026Q1: 6,739 shares 6,739 $3.8M 0.17% +487 Timeline XNTK 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: 17,880 shares; 2024Q4: 17,270 shares; 2025Q1: 15,470 shares; 2025Q2: 14,580 shares; 2025Q3: 14,905 shares; 2025Q4: 14,705 shares; 2026Q1: 14,705 shares 14,705 $3.75M 0.17% 0 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: 22,025 shares; 2024Q4: 36,290 shares; 2025Q1: 35,843 shares; 2025Q2: 19,243 shares; 2025Q3: 20,748 shares; 2025Q4: 19,413 shares; 2026Q1: 38,605 shares 38,605 $3.72M 0.17% +19,192 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: 19,060 shares; 2024Q4: 18,860 shares; 2025Q1: 72,063 shares; 2025Q2: 73,697 shares; 2025Q3: 69,258 shares; 2025Q4: 67,013 shares; 2026Q1: 65,567 shares 65,567 $3.72M 0.17% -1,446 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: 21,562 shares; 2024Q4: 20,837 shares; 2025Q1: 20,061 shares; 2025Q2: 20,011 shares; 2025Q3: 19,386 shares; 2025Q4: 17,295 shares; 2026Q1: 17,615 shares 17,615 $3.58M 0.16% +320 Timeline JHML 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: 45,477 shares; 2024Q4: 44,921 shares; 2025Q1: 44,527 shares; 2025Q2: 44,251 shares; 2025Q3: 43,776 shares; 2025Q4: 43,163 shares; 2026Q1: 45,322 shares 45,322 $3.55M 0.16% +2,159 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,824 shares; 2024Q4: 12,824 shares; 2025Q1: 12,899 shares; 2025Q2: 12,899 shares; 2025Q3: 12,899 shares; 2025Q4: 12,899 shares; 2026Q1: 12,932 shares 12,932 $3.44M 0.16% +33 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,684 shares; 2024Q4: 13,194 shares; 2025Q1: 12,864 shares; 2025Q2: 12,579 shares; 2025Q3: 11,439 shares; 2025Q4: 11,435 shares; 2026Q1: 11,374 shares 11,374 $3.4M 0.16% -61 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: 30,206 shares; 2024Q4: 29,940 shares; 2025Q1: 30,622 shares; 2025Q2: 32,567 shares; 2025Q3: 31,328 shares; 2025Q4: 34,177 shares; 2026Q1: 37,126 shares 37,126 $3.36M 0.15% +2,949 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: 11,638 shares; 2024Q4: 19,953 shares; 2025Q1: 20,990 shares; 2025Q2: 18,905 shares; 2025Q3: 20,148 shares; 2025Q4: 20,512 shares; 2026Q1: 20,336 shares 20,336 $3.34M 0.15% -176 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,561 shares; 2025Q2: 2,501 shares; 2025Q3: 2,501 shares; 2025Q4: 2,516 shares; 2026Q1: 2,582 shares 2,582 $3.26M 0.15% +66 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: 20,539 shares; 2024Q4: 19,531 shares; 2025Q1: 19,123 shares; 2025Q2: 18,834 shares; 2025Q3: 16,749 shares; 2025Q4: 16,438 shares; 2026Q1: 16,143 shares 16,143 $3.2M 0.15% -295 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,198 shares; 2025Q1: 48,174 shares; 2025Q2: 56,661 shares; 2025Q3: 63,877 shares; 2025Q4: 63,774 shares; 2026Q1: 65,416 shares 65,416 $3.2M 0.15% +1,642 Timeline VAW 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: 15,024 shares; 2024Q4: 14,704 shares; 2025Q1: 14,290 shares; 2025Q2: 14,268 shares; 2025Q3: 14,208 shares; 2025Q4: 14,190 shares; 2026Q1: 14,043 shares 14,043 $3.16M 0.14% -147 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: 67,514 shares; 2024Q4: 53,075 shares; 2025Q1: 51,805 shares; 2025Q2: 51,705 shares; 2025Q3: 51,705 shares; 2025Q4: 46,556 shares; 2026Q1: 54,734 shares 54,734 $3.16M 0.14% +8,178 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: 18,047 shares; 2024Q4: 18,047 shares; 2025Q1: 17,747 shares; 2025Q2: 17,152 shares; 2025Q3: 17,602 shares; 2025Q4: 17,267 shares; 2026Q1: 17,279 shares 17,279 $3.13M 0.14% +12 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: not reported; 2025Q3: 25,711 shares; 2025Q4: 60,435 shares; 2026Q1: 60,435 shares 60,435 $3.08M 0.14% 0 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: 7,867 shares; 2024Q4: 22,962 shares; 2025Q1: 22,867 shares; 2025Q2: 7,842 shares; 2025Q3: 8,042 shares; 2025Q4: 7,642 shares; 2026Q1: 27,019 shares 27,019 $3.06M 0.14% +19,377 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,057 shares; 2025Q1: 21,262 shares; 2025Q2: 21,262 shares; 2025Q3: 20,562 shares; 2025Q4: 20,207 shares; 2026Q1: 20,154 shares 20,154 $3.02M 0.14% -53 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 20,604 shares; 2025Q1: 20,576 shares; 2025Q2: 20,370 shares; 2025Q3: 20,342 shares; 2025Q4: 20,143 shares; 2026Q1: 20,517 shares 20,517 $2.86M 0.13% +374 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: 9,360 shares; 2024Q4: 10,514 shares; 2025Q1: 10,327 shares; 2025Q2: 10,522 shares; 2025Q3: 10,424 shares; 2025Q4: 11,488 shares; 2026Q1: 12,420 shares 12,420 $2.85M 0.13% +932 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: 21,805 shares; 2024Q4: 19,509 shares; 2025Q1: 18,156 shares; 2025Q2: 17,488 shares; 2025Q3: 17,053 shares; 2025Q4: 17,351 shares; 2026Q1: 17,563 shares 17,563 $2.85M 0.13% +212 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: 19,197 shares; 2024Q4: 58,068 shares; 2025Q1: 57,389 shares; 2025Q2: 14,345 shares; 2025Q3: 14,345 shares; 2025Q4: 13,230 shares; 2026Q1: 52,675 shares 52,675 $2.85M 0.13% +39,445 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,579 shares; 2024Q4: 22,902 shares; 2025Q1: 23,181 shares; 2025Q2: 23,987 shares; 2025Q3: 34,273 shares; 2025Q4: 47,208 shares; 2026Q1: 51,965 shares 51,965 $2.77M 0.13% +4,757 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: 9,586 shares; 2024Q4: 9,586 shares; 2025Q1: 9,586 shares; 2025Q2: 9,586 shares; 2025Q3: 9,586 shares; 2025Q4: 9,653 shares; 2026Q1: 9,453 shares 9,453 $2.76M 0.13% -200 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,367 shares; 2024Q4: 85,841 shares; 2025Q1: 87,665 shares; 2025Q2: 88,444 shares; 2025Q3: 91,927 shares; 2025Q4: 98,113 shares; 2026Q1: 107,355 shares 107,355 $2.75M 0.13% +9,242 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: 6,605 shares; 2024Q4: 9,765 shares; 2025Q1: 8,482 shares; 2025Q2: 8,262 shares; 2025Q3: 8,788 shares; 2025Q4: 8,663 shares; 2026Q1: 8,322 shares 8,322 $2.73M 0.12% -341 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: 8,177 shares; 2024Q4: 8,274 shares; 2025Q1: 9,035 shares; 2025Q2: 8,820 shares; 2025Q3: 8,635 shares; 2025Q4: 8,729 shares; 2026Q1: 8,586 shares 8,586 $2.73M 0.12% -143 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,030 shares; 2024Q4: 16,962 shares; 2025Q1: 16,699 shares; 2025Q2: 16,557 shares; 2025Q3: 15,259 shares; 2025Q4: 15,127 shares; 2026Q1: 14,977 shares 14,977 $2.73M 0.12% -150 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: 3,206 shares; 2024Q4: 6,674 shares; 2025Q1: 6,285 shares; 2025Q2: 6,238 shares; 2025Q3: 6,918 shares; 2025Q4: 6,938 shares; 2026Q1: 16,939 shares 16,939 $2.72M 0.12% +10,001 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: 3,925 shares; 2024Q4: 43,925 shares; 2025Q1: 41,475 shares; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 22,745 shares 22,745 $2.7M 0.12% +21,270 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: 7,567 shares; 2024Q4: 6,731 shares; 2025Q1: 6,691 shares; 2025Q2: 6,457 shares; 2025Q3: 6,401 shares; 2025Q4: 6,401 shares; 2026Q1: 6,218 shares 6,218 $2.69M 0.12% -183 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,138 shares; 2024Q4: 149,744 shares; 2025Q1: 146,333 shares; 2025Q2: 143,933 shares; 2025Q3: 148,103 shares; 2025Q4: 147,372 shares; 2026Q1: 141,516 shares 141,516 $2.67M 0.12% -5,856 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: 8,213 shares; 2024Q4: 8,216 shares; 2025Q1: 8,133 shares; 2025Q2: 8,335 shares; 2025Q3: 8,838 shares; 2025Q4: 9,481 shares; 2026Q1: 12,240 shares 12,240 $2.66M 0.12% +2,759 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,183 shares; 2024Q4: 12,326 shares; 2025Q1: 13,297 shares; 2025Q2: 12,422 shares; 2025Q3: 10,605 shares; 2025Q4: 9,652 shares; 2026Q1: 10,123 shares 10,123 $2.65M 0.12% +471 Timeline SPIB 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: 26,127 shares; 2024Q4: 30,636 shares; 2025Q1: 32,334 shares; 2025Q2: 34,046 shares; 2025Q3: 48,774 shares; 2025Q4: 67,920 shares; 2026Q1: 76,923 shares 76,923 $2.58M 0.12% +9,003 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 7,986 shares; 2025Q1: 7,793 shares; 2025Q2: 7,708 shares; 2025Q3: 7,660 shares; 2025Q4: 7,655 shares; 2026Q1: 7,662 shares 7,662 $2.56M 0.12% +7 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: 10,282 shares; 2024Q4: 10,050 shares; 2025Q1: 10,357 shares; 2025Q2: 10,324 shares; 2025Q3: 10,324 shares; 2025Q4: 10,274 shares; 2026Q1: 10,350 shares 10,350 $2.51M 0.11% +76 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,354 shares; 2025Q1: 30,354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,856 shares 30,856 $2.5M 0.11% new Timeline IBB 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: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,616 shares 14,616 $2.47M 0.11% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,608 shares; 2024Q4: 40,333 shares; 2025Q1: 37,233 shares; 2025Q2: 17,198 shares; 2025Q3: 16,223 shares; 2025Q4: 15,773 shares; 2026Q1: 32,708 shares 32,708 $2.46M 0.11% +16,935 Timeline SPHQ 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: 7,803 shares; 2024Q4: 6,285 shares; 2025Q1: 5,692 shares; 2025Q2: 6,079 shares; 2025Q3: 21,299 shares; 2025Q4: 28,148 shares; 2026Q1: 32,668 shares 32,668 $2.46M 0.11% +4,520 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002,695 shares; 2024Q4: 163,336 shares; 2025Q1: 163,336 shares; 2025Q2: 163,336 shares; 2025Q3: 163,336 shares; 2025Q4: 263,000 shares; 2026Q1: 352,500 shares 352,500 $2.45M 0.11% +89,500 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,072 shares; 2024Q4: 6,662 shares; 2025Q1: 6,462 shares; 2025Q2: 20,888 shares; 2025Q3: 65,440 shares; 2025Q4: 48,988 shares; 2026Q1: 48,373 shares 48,373 $2.42M 0.11% -615 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 24,518 shares; 2025Q1: 23,848 shares; 2025Q2: 13,849 shares; 2025Q3: 14,749 shares; 2025Q4: 14,731 shares; 2026Q1: 42,061 shares 42,061 $2.39M 0.11% +27,330 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: 27,920 shares; 2024Q4: 28,842 shares; 2025Q1: 27,660 shares; 2025Q2: 27,175 shares; 2025Q3: 27,154 shares; 2025Q4: 27,039 shares; 2026Q1: 27,421 shares 27,421 $2.38M 0.11% +382 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,904 shares; 2026Q1: 3,904 shares 3,904 $2.36M 0.11% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,518 shares; 2024Q4: 15,819 shares; 2025Q1: 16,513 shares; 2025Q2: 16,499 shares; 2025Q3: 16,459 shares; 2025Q4: 16,389 shares; 2026Q1: 15,690 shares 15,690 $2.28M 0.1% -699 Timeline DFUS 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: 16,752 shares; 2025Q4: 26,445 shares; 2026Q1: 31,888 shares 31,888 $2.26M 0.1% +5,443 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,000 shares; 2025Q1: 24,000 shares; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares 24,000 $2.24M 0.1% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 12,474 shares; 2025Q1: 12,581 shares; 2025Q2: 12,581 shares; 2025Q3: 12,531 shares; 2025Q4: 12,523 shares; 2026Q1: 12,475 shares 12,475 $2.23M 0.1% -48 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: 16,794 shares; 2024Q4: 16,673 shares; 2025Q1: 16,324 shares; 2025Q2: 16,249 shares; 2025Q3: 16,700 shares; 2025Q4: 16,361 shares; 2026Q1: 11,952 shares 11,952 $2.23M 0.1% -4,409 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: 6,462 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,759 shares; 2025Q3: 6,759 shares; 2025Q4: 6,637 shares; 2026Q1: 7,666 shares 7,666 $2.18M 0.1% +1,029 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: 33,915 shares; 2024Q4: 37,110 shares; 2025Q1: 38,048 shares; 2025Q2: 37,343 shares; 2025Q3: 36,320 shares; 2025Q4: 35,618 shares; 2026Q1: 42,615 shares 42,615 $2.14M 0.1% +6,997 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: 3,187 shares; 2024Q4: 3,187 shares; 2025Q1: 3,187 shares; 2025Q2: 3,087 shares; 2025Q3: 3,187 shares; 2025Q4: 3,557 shares; 2026Q1: 3,671 shares 3,671 $2.12M 0.1% +114 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: 3,159 shares; 2024Q4: 1,459 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares; 2025Q3: 1,579 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares 1,599 $2.11M 0.1% 0 Timeline JHMM 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: 44,643 shares; 2024Q4: 37,964 shares; 2025Q1: 32,687 shares; 2025Q2: 32,150 shares; 2025Q3: 29,387 shares; 2025Q4: 28,091 shares; 2026Q1: 31,153 shares 31,153 $2.09M 0.1% +3,062 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 5,950 shares; 2025Q1: 6,050 shares; 2025Q2: 5,250 shares; 2025Q3: 5,500 shares; 2025Q4: 5,252 shares; 2026Q1: 7,252 shares 7,252 $2.06M 0.09% +2,000 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,525 shares; 2024Q4: 27,525 shares; 2025Q1: 27,525 shares; 2025Q2: 28,371 shares; 2025Q3: 30,261 shares; 2025Q4: 30,261 shares; 2026Q1: 29,945 shares 29,945 $2.04M 0.09% -316 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: 11,633 shares; 2024Q4: 11,654 shares; 2025Q1: 12,042 shares; 2025Q2: 12,671 shares; 2025Q3: 11,696 shares; 2025Q4: 11,911 shares; 2026Q1: 12,330 shares 12,330 $2.03M 0.09% +419 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: 20,653 shares; 2024Q4: 20,440 shares; 2025Q1: 19,824 shares; 2025Q2: 20,324 shares; 2025Q3: 20,019 shares; 2025Q4: 20,024 shares; 2026Q1: 20,792 shares 20,792 $2.01M 0.09% +768 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,624 shares; 2024Q4: 28,975 shares; 2025Q1: 28,921 shares; 2025Q2: 28,980 shares; 2025Q3: 28,919 shares; 2025Q4: 28,494 shares; 2026Q1: 26,633 shares 26,633 $2.01M 0.09% -1,861 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,155 shares; 2024Q4: 159,069 shares; 2025Q1: 159,215 shares; 2025Q2: 150,136 shares; 2025Q3: 148,326 shares; 2025Q4: 146,124 shares; 2026Q1: 144,952 shares 144,952 $2M 0.09% -1,172 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,359 shares; 2025Q1: 8,944 shares; 2025Q2: 18,498 shares; 2025Q3: 17,320 shares; 2025Q4: 16,655 shares; 2026Q1: 40,238 shares 40,238 $1.99M 0.09% +23,583 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,059 shares; 2024Q4: 7,921 shares; 2025Q1: 7,921 shares; 2025Q2: 7,821 shares; 2025Q3: 7,821 shares; 2025Q4: 7,736 shares; 2026Q1: 8,076 shares 8,076 $1.97M 0.09% +340 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: 129,915 shares; 2024Q4: 116,921 shares; 2025Q1: 62,218 shares; 2025Q2: 74,275 shares; 2025Q3: 72,775 shares; 2025Q4: 67,818 shares; 2026Q1: 68,148 shares 68,148 $1.96M 0.09% +330 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 8,733 shares; 2026Q1: 9,410 shares 9,410 $1.95M 0.09% +677 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,090 shares; 2024Q4: 20,257 shares; 2025Q1: 21,183 shares; 2025Q2: 21,411 shares; 2025Q3: 21,326 shares; 2025Q4: 21,253 shares; 2026Q1: 21,413 shares 21,413 $1.95M 0.09% +160 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: 25,343 shares; 2024Q4: 21,993 shares; 2025Q1: 21,042 shares; 2025Q2: 21,282 shares; 2025Q3: 20,754 shares; 2025Q4: 20,479 shares; 2026Q1: 19,609 shares 19,609 $1.9M 0.09% -870 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,274 shares; 2025Q4: not reported; 2026Q1: 28,780 shares 28,780 $1.9M 0.09% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 7,444 shares; 2025Q1: 7,279 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 7,079 shares; 2026Q1: 7,228 shares 7,228 $1.88M 0.09% +149 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,801 shares; 2024Q4: 21,316 shares; 2025Q1: 21,274 shares; 2025Q2: 21,152 shares; 2025Q3: 21,117 shares; 2025Q4: 20,910 shares; 2026Q1: 19,751 shares 19,751 $1.87M 0.09% -1,159 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: 9,183 shares; 2024Q4: 9,504 shares; 2025Q1: 9,585 shares; 2025Q2: 9,449 shares; 2025Q3: 9,449 shares; 2025Q4: 9,418 shares; 2026Q1: 9,574 shares 9,574 $1.86M 0.08% +156 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: 46,755 shares; 2024Q4: 22,629 shares; 2025Q1: 19,417 shares; 2025Q2: 16,713 shares; 2025Q3: 17,713 shares; 2025Q4: 18,438 shares; 2026Q1: 41,950 shares 41,950 $1.85M 0.08% +23,512 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: 11,973 shares; 2024Q4: 11,923 shares; 2025Q1: 11,913 shares; 2025Q2: 11,614 shares; 2025Q3: 10,883 shares; 2025Q4: 10,823 shares; 2026Q1: 11,423 shares 11,423 $1.85M 0.08% +600 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,997 shares; 2024Q4: 15,472 shares; 2025Q1: 15,427 shares; 2025Q2: 14,961 shares; 2025Q3: 13,681 shares; 2025Q4: 14,037 shares; 2026Q1: 15,451 shares 15,451 $1.83M 0.08% +1,414 Timeline PHO 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: 33,059 shares; 2024Q4: 33,059 shares; 2025Q1: 27,559 shares; 2025Q2: 27,359 shares; 2025Q3: 27,359 shares; 2025Q4: 27,259 shares; 2026Q1: 27,259 shares 27,259 $1.82M 0.08% 0 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: 14,816 shares; 2024Q4: 13,738 shares; 2025Q1: 13,860 shares; 2025Q2: 13,833 shares; 2025Q3: 13,767 shares; 2025Q4: 13,767 shares; 2026Q1: 11,800 shares 11,800 $1.8M 0.08% -1,967 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: 41,359 shares; 2024Q4: 36,821 shares; 2025Q1: 36,821 shares; 2025Q2: 36,821 shares; 2025Q3: 35,836 shares; 2025Q4: 35,901 shares; 2026Q1: 34,461 shares 34,461 $1.79M 0.08% -1,440 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,522 shares; 2025Q1: 5,272 shares; 2025Q2: 5,272 shares; 2025Q3: 5,272 shares; 2025Q4: 5,327 shares; 2026Q1: 5,882 shares 5,882 $1.75M 0.08% +555 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,691 shares; 2025Q1: 1,741 shares; 2025Q2: 1,710 shares; 2025Q3: 1,742 shares; 2025Q4: 1,768 shares; 2026Q1: 1,985 shares 1,985 $1.73M 0.08% +217 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 10,692 shares; 2025Q1: 15,142 shares; 2025Q2: 15,142 shares; 2025Q3: 14,902 shares; 2025Q4: 17,402 shares; 2026Q1: 17,818 shares 17,818 $1.73M 0.08% +416 Timeline SPYG 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: not reported; 2025Q3: 9,502 shares; 2025Q4: 14,369 shares; 2026Q1: 17,595 shares 17,595 $1.72M 0.08% +3,226 Timeline SIL 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: not reported; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $1.71M 0.08% 0 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: 6,466 shares; 2026Q1: 29,744 shares 29,744 $1.69M 0.08% +23,278 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: 4,697 shares; 2024Q4: 4,837 shares; 2025Q1: 4,777 shares; 2025Q2: 4,602 shares; 2025Q3: 4,602 shares; 2025Q4: 4,562 shares; 2026Q1: 5,182 shares 5,182 $1.69M 0.08% +620 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: 26,910 shares; 2024Q4: 26,910 shares; 2025Q1: 26,910 shares; 2025Q2: 26,910 shares; 2025Q3: 26,785 shares; 2025Q4: 40,400 shares; 2026Q1: 41,423 shares 41,423 $1.68M 0.08% +1,023 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: 4,110 shares; 2024Q4: 4,101 shares; 2025Q1: 4,075 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 3,954 shares; 2026Q1: 3,921 shares 3,921 $1.67M 0.08% -33 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,799 shares; 2025Q2: 46,720 shares; 2025Q3: 41,765 shares; 2025Q4: 37,051 shares; 2026Q1: 32,070 shares 32,070 $1.66M 0.08% -4,981 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: 17,733 shares; 2024Q4: 33,439 shares; 2025Q1: 33,234 shares; 2025Q2: 33,164 shares; 2025Q3: 32,514 shares; 2025Q4: 32,314 shares; 2026Q1: 32,314 shares 32,314 $1.66M 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,604 shares; 2025Q1: 4,614 shares; 2025Q2: 4,514 shares; 2025Q3: 4,495 shares; 2025Q4: 4,358 shares; 2026Q1: 4,841 shares 4,841 $1.65M 0.08% +483 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 726 shares; 2025Q3: 826 shares; 2025Q4: 961 shares; 2026Q1: 5,427 shares 5,427 $1.64M 0.08% +4,466 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,832 shares; 2024Q4: 12,339 shares; 2025Q1: 12,428 shares; 2025Q2: 12,438 shares; 2025Q3: 12,533 shares; 2025Q4: 12,401 shares; 2026Q1: 12,503 shares 12,503 $1.62M 0.07% +102 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 23,247 shares; 2025Q1: 24,251 shares; 2025Q2: 24,221 shares; 2025Q3: 24,176 shares; 2025Q4: 24,303 shares; 2026Q1: 24,342 shares 24,342 $1.61M 0.07% +39 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,670 shares; 2025Q1: 7,548 shares; 2025Q2: 7,497 shares; 2025Q3: 7,317 shares; 2025Q4: 8,119 shares; 2026Q1: 8,727 shares 8,727 $1.61M 0.07% +608 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,169 shares; 2024Q4: 16,014 shares; 2025Q1: 15,998 shares; 2025Q2: 15,570 shares; 2025Q3: 13,897 shares; 2025Q4: 13,707 shares; 2026Q1: 13,334 shares 13,334 $1.59M 0.07% -373 Timeline ITB 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: 18,336 shares; 2024Q4: 17,801 shares; 2025Q1: 17,801 shares; 2025Q2: 17,584 shares; 2025Q3: 17,584 shares; 2025Q4: 17,544 shares; 2026Q1: 17,544 shares 17,544 $1.59M 0.07% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,254 shares; 2025Q2: 7,325 shares; 2025Q3: 11,196 shares; 2025Q4: 16,686 shares; 2026Q1: 26,326 shares 26,326 $1.57M 0.07% +9,640 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: 15,518 shares; 2024Q4: 16,220 shares; 2025Q1: 15,561 shares; 2025Q2: 15,637 shares; 2025Q3: 14,527 shares; 2025Q4: 16,387 shares; 2026Q1: 17,482 shares 17,482 $1.55M 0.07% +1,095 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: 9,743 shares; 2024Q4: 9,708 shares; 2025Q1: 9,723 shares; 2025Q2: 9,723 shares; 2025Q3: 9,373 shares; 2025Q4: 9,391 shares; 2026Q1: 11,686 shares 11,686 $1.5M 0.07% +2,295 Timeline VHT 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: 5,486 shares; 2024Q4: 5,682 shares; 2025Q1: 5,571 shares; 2025Q2: 5,419 shares; 2025Q3: 5,735 shares; 2025Q4: 5,334 shares; 2026Q1: 5,489 shares 5,489 $1.49M 0.07% +155 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 9,398 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 7,973 shares; 2025Q4: 7,973 shares; 2026Q1: 7,585 shares 7,585 $1.49M 0.07% -388 Timeline IMCB 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: 19,138 shares; 2024Q4: 18,988 shares; 2025Q1: 17,818 shares; 2025Q2: 17,498 shares; 2025Q3: 17,498 shares; 2025Q4: 17,198 shares; 2026Q1: 17,198 shares 17,198 $1.43M 0.07% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,145 shares; 2024Q4: 16,900 shares; 2025Q1: 17,327 shares; 2025Q2: 15,595 shares; 2025Q3: 14,605 shares; 2025Q4: 14,744 shares; 2026Q1: 14,219 shares 14,219 $1.41M 0.06% -525 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,488 shares; 2024Q4: 42,754 shares; 2025Q1: 41,754 shares; 2025Q2: 40,532 shares; 2025Q3: 40,552 shares; 2025Q4: 39,162 shares; 2026Q1: 37,708 shares 37,708 $1.4M 0.06% -1,454 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,973 shares; 2024Q4: 141,573 shares; 2025Q1: 142,536 shares; 2025Q2: 143,486 shares; 2025Q3: 142,736 shares; 2025Q4: 147,186 shares; 2026Q1: 149,170 shares 149,170 $1.36M 0.06% +1,984 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,007 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 1,822 shares; 2025Q4: 4,723 shares; 2026Q1: 5,458 shares 5,458 $1.35M 0.06% +735 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,064 shares; 2024Q4: 7,864 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 9,250 shares; 2025Q4: 9,560 shares; 2026Q1: 10,281 shares 10,281 $1.35M 0.06% +721 Timeline FENY 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: 41,057 shares; 2024Q4: 40,572 shares; 2025Q1: 40,678 shares; 2025Q2: 40,774 shares; 2025Q3: 40,349 shares; 2025Q4: 40,249 shares; 2026Q1: 39,350 shares 39,350 $1.34M 0.06% -899 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: 2,644 shares; 2024Q4: 2,640 shares; 2025Q1: 2,690 shares; 2025Q2: 3,030 shares; 2025Q3: 3,030 shares; 2025Q4: 3,030 shares; 2026Q1: 3,390 shares 3,390 $1.32M 0.06% +360 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: 16,580 shares; 2024Q4: 24,014 shares; 2025Q1: 26,004 shares; 2025Q2: 26,565 shares; 2025Q3: 24,553 shares; 2025Q4: 23,487 shares; 2026Q1: 25,882 shares 25,882 $1.31M 0.06% +2,395 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: 7,899 shares; 2024Q4: 7,899 shares; 2025Q1: 7,384 shares; 2025Q2: 7,074 shares; 2025Q3: 6,894 shares; 2025Q4: 6,753 shares; 2026Q1: 6,730 shares 6,730 $1.29M 0.06% -23 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 7,115 shares; 2025Q1: 7,163 shares; 2025Q2: 7,163 shares; 2025Q3: 9,984 shares; 2025Q4: 9,229 shares; 2026Q1: 9,445 shares 9,445 $1.28M 0.06% +216 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,925 shares; 2025Q1: 5,925 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares; 2025Q4: 5,925 shares; 2026Q1: 16,503 shares 16,503 $1.27M 0.06% +10,578 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 1,407 shares; 2025Q1: 1,809 shares; 2025Q2: 1,839 shares; 2025Q3: 1,968 shares; 2025Q4: 2,475 shares; 2026Q1: 3,093 shares 3,093 $1.26M 0.06% +618 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: 3,468 shares; 2024Q4: 3,755 shares; 2025Q1: 3,901 shares; 2025Q2: 3,911 shares; 2025Q3: 3,890 shares; 2025Q4: 3,901 shares; 2026Q1: 3,919 shares 3,919 $1.26M 0.06% +18 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,579 shares; 2024Q4: 29,892 shares; 2025Q1: 30,546 shares; 2025Q2: 30,716 shares; 2025Q3: 32,422 shares; 2025Q4: 41,288 shares; 2026Q1: 47,744 shares 47,744 $1.25M 0.06% +6,456 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: 15,367 shares; 2024Q4: 15,521 shares; 2025Q1: 14,905 shares; 2025Q2: 14,905 shares; 2025Q3: 14,705 shares; 2025Q4: 13,897 shares; 2026Q1: 14,671 shares 14,671 $1.25M 0.06% +774 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: 5,913 shares; 2024Q4: 5,385 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,054 shares 5,054 $1.25M 0.06% +39 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,290 shares; 2024Q4: 10,165 shares; 2025Q1: 10,165 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 9,965 shares; 2026Q1: 10,265 shares 10,265 $1.24M 0.06% +300 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,090 shares; 2025Q1: 4,026 shares; 2025Q2: 3,596 shares; 2025Q3: 3,857 shares; 2025Q4: 3,967 shares; 2026Q1: 4,200 shares 4,200 $1.24M 0.06% +233 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,160 shares; 2024Q4: 11,130 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 9,110 shares; 2026Q1: 9,110 shares 9,110 $1.24M 0.06% 0 Timeline HEDJ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,100 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares; 2026Q1: 23,250 shares 23,250 $1.22M 0.06% +450 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,570 shares 16,570 $1.2M 0.06% new Timeline SLVR SPROTT FDS TR More: the full row for SPROTT 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 18,564 shares; 2026Q1: 19,547 shares 19,547 $1.16M 0.05% +983 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,203 shares; 2024Q4: 13,403 shares; 2025Q1: 15,015 shares; 2025Q2: 15,611 shares; 2025Q3: 15,561 shares; 2025Q4: 15,756 shares; 2026Q1: 15,903 shares 15,903 $1.15M 0.05% +147 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,159 shares; 2024Q4: 7,159 shares; 2025Q1: 6,559 shares; 2025Q2: 6,559 shares; 2025Q3: 6,427 shares; 2025Q4: 6,327 shares; 2026Q1: 6,802 shares 6,802 $1.15M 0.05% +475 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: 40,094 shares; 2024Q4: 21,554 shares; 2025Q1: 19,617 shares; 2025Q2: 17,411 shares; 2025Q3: 17,121 shares; 2025Q4: 15,921 shares; 2026Q1: 21,733 shares 21,733 $1.15M 0.05% +5,812 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,208 shares; 2024Q4: 13,208 shares; 2025Q1: 13,208 shares; 2025Q2: 13,208 shares; 2025Q3: 11,508 shares; 2025Q4: 22,916 shares; 2026Q1: 22,916 shares 22,916 $1.15M 0.05% 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: 20,222 shares; 2024Q4: 17,864 shares; 2025Q1: 15,574 shares; 2025Q2: 13,407 shares; 2025Q3: 13,407 shares; 2025Q4: 10,703 shares; 2026Q1: 11,033 shares 11,033 $1.13M 0.05% +330 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,290 shares; 2025Q1: 51,067 shares; 2025Q2: 45,572 shares; 2025Q3: 37,259 shares; 2025Q4: 28,891 shares; 2026Q1: 22,499 shares 22,499 $1.13M 0.05% -6,392 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: 24,629 shares; 2024Q4: 23,469 shares; 2025Q1: 17,790 shares; 2025Q2: 16,525 shares; 2025Q3: 16,465 shares; 2025Q4: 14,428 shares; 2026Q1: 12,260 shares 12,260 $1.13M 0.05% -2,168 Timeline KBWB 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: 14,616 shares; 2024Q4: 14,291 shares; 2025Q1: 14,291 shares; 2025Q2: 14,291 shares; 2025Q3: 14,291 shares; 2025Q4: 14,041 shares; 2026Q1: 14,041 shares 14,041 $1.11M 0.05% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 27,829 shares; 2025Q1: 27,714 shares; 2025Q2: 27,040 shares; 2025Q3: 26,995 shares; 2025Q4: 26,795 shares; 2026Q1: 24,369 shares 24,369 $1.1M 0.05% -2,426 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,740 shares; 2025Q1: 1,753 shares; 2025Q2: 1,757 shares; 2025Q3: 1,759 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares 1,768 $1.09M 0.05% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,862 shares; 2026Q1: 14,229 shares 14,229 $1.08M 0.05% +1,367 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: 4,943 shares; 2024Q4: 4,338 shares; 2025Q1: 4,366 shares; 2025Q2: 4,402 shares; 2025Q3: 4,344 shares; 2025Q4: 4,382 shares; 2026Q1: 12,366 shares 12,366 $1.07M 0.05% +7,984 Timeline AVDE 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: not reported; 2025Q3: 4,994 shares; 2025Q4: 10,854 shares; 2026Q1: 12,588 shares 12,588 $1.07M 0.05% +1,734 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: 2,653 shares; 2024Q4: 2,653 shares; 2025Q1: 2,653 shares; 2025Q2: 2,653 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 3,292 shares 3,292 $1.06M 0.05% +652 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: 9,806 shares; 2024Q4: 8,916 shares; 2025Q1: 7,374 shares; 2025Q2: 7,249 shares; 2025Q3: 7,061 shares; 2025Q4: 6,947 shares; 2026Q1: 6,183 shares 6,183 $1.05M 0.05% -764 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: 1,650 shares; 2024Q4: 1,664 shares; 2025Q1: 1,750 shares; 2025Q2: 1,895 shares; 2025Q3: 2,103 shares; 2025Q4: 2,133 shares; 2026Q1: 2,267 shares 2,267 $1.05M 0.05% +134 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,079 shares; 2024Q4: 13,841 shares; 2025Q1: 13,005 shares; 2025Q2: 5,558 shares; 2025Q3: 5,531 shares; 2025Q4: 5,332 shares; 2026Q1: 11,816 shares 11,816 $1.04M 0.05% +6,484 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: 10,702 shares; 2024Q4: 10,860 shares; 2025Q1: 11,490 shares; 2025Q2: 10,749 shares; 2025Q3: 9,654 shares; 2025Q4: 9,949 shares; 2026Q1: 11,377 shares 11,377 $999K 0.05% +1,428 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,934 shares; 2024Q4: 66,936 shares; 2025Q1: 38,136 shares; 2025Q2: 13,444 shares; 2025Q3: 13,444 shares; 2025Q4: 13,548 shares; 2026Q1: 16,988 shares 16,988 $999K 0.05% +3,440 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: 58,189 shares; 2024Q4: 54,815 shares; 2025Q1: 58,549 shares; 2025Q2: 53,955 shares; 2025Q3: 53,988 shares; 2025Q4: 51,614 shares; 2026Q1: 51,930 shares 51,930 $998K 0.05% +316 Timeline VDE 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: 6,030 shares; 2024Q4: 6,023 shares; 2025Q1: 6,023 shares; 2025Q2: 5,998 shares; 2025Q3: 5,698 shares; 2025Q4: 5,698 shares; 2026Q1: 5,698 shares 5,698 $986K 0.05% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,468 shares; 2025Q3: 12,468 shares; 2025Q4: 12,468 shares; 2026Q1: 12,300 shares 12,300 $985K 0.04% -168 Timeline SCHA 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: 14,822 shares; 2024Q4: 30,385 shares; 2025Q1: 35,501 shares; 2025Q2: 34,094 shares; 2025Q3: 35,734 shares; 2025Q4: 36,588 shares; 2026Q1: 33,661 shares 33,661 $979K 0.04% -2,927 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: 7,404 shares; 2024Q4: 7,404 shares; 2025Q1: 7,404 shares; 2025Q2: 7,387 shares; 2025Q3: 7,387 shares; 2025Q4: 7,387 shares; 2026Q1: 7,375 shares 7,375 $975K 0.04% -12 Timeline AVEM 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: not reported; 2025Q3: 4,772 shares; 2025Q4: 10,343 shares; 2026Q1: 11,939 shares 11,939 $962K 0.04% +1,596 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: 2,134 shares; 2024Q4: 2,134 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 1,976 shares; 2026Q1: 2,252 shares 2,252 $960K 0.04% +276 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: 2,791 shares; 2024Q4: 2,591 shares; 2025Q1: 2,416 shares; 2025Q2: 2,396 shares; 2025Q3: 2,341 shares; 2025Q4: 2,189 shares; 2026Q1: 1,877 shares 1,877 $931K 0.04% -312 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: 1,580 shares; 2024Q4: 1,650 shares; 2025Q1: 1,635 shares; 2025Q2: 1,430 shares; 2025Q3: 1,180 shares; 2025Q4: 1,369 shares; 2026Q1: 1,316 shares 1,316 $918K 0.04% -53 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: 49,159 shares; 2024Q4: 29,382 shares; 2025Q1: 28,882 shares; 2025Q2: 28,882 shares; 2025Q3: 28,431 shares; 2025Q4: 31,164 shares; 2026Q1: 31,387 shares 31,387 $910K 0.04% +223 Timeline WTV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 8,219 shares; 2026Q1: 9,534 shares 9,534 $903K 0.04% +1,315 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 27,904 shares; 2025Q4: 27,904 shares; 2026Q1: 29,860 shares 29,860 $896K 0.04% +1,956 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: 3,520 shares; 2025Q1: 3,545 shares; 2025Q2: 3,045 shares; 2025Q3: 4,495 shares; 2025Q4: 4,200 shares; 2026Q1: 4,174 shares 4,174 $892K 0.04% -26 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: 17,890 shares; 2024Q4: 15,637 shares; 2025Q1: 14,919 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,777 shares; 2026Q1: 2,767 shares 2,767 $869K 0.04% -10 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: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 2,440 shares 2,440 $869K 0.04% +450 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: not reported; 2025Q3: 6,308 shares; 2025Q4: 9,937 shares; 2026Q1: 11,466 shares 11,466 $866K 0.04% +1,529 Timeline NRXS NEURAXIS INC More: the full row for NEURAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 116,726 shares; 2025Q1: 116,726 shares; 2025Q2: 116,726 shares; 2025Q3: 116,726 shares; 2025Q4: 116,726 shares; 2026Q1: 116,726 shares 116,726 $864K 0.04% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,965 shares; 2026Q1: 17,246 shares 17,246 $863K 0.04% +11,281 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 4,961 shares; 2025Q4: 5,881 shares; 2026Q1: 6,830 shares 6,830 $863K 0.04% +949 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: 4,801 shares; 2024Q4: 4,352 shares; 2025Q1: 3,823 shares; 2025Q2: 3,845 shares; 2025Q3: 3,348 shares; 2025Q4: 3,178 shares; 2026Q1: 3,186 shares 3,186 $862K 0.04% +8 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: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,019 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,912 shares; 2026Q1: 6,000 shares 6,000 $855K 0.04% +4,088 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: 3,774 shares; 2024Q4: 4,269 shares; 2025Q1: 4,604 shares; 2025Q2: 4,581 shares; 2025Q3: 4,113 shares; 2025Q4: 4,150 shares; 2026Q1: 3,600 shares 3,600 $851K 0.04% -550 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430 shares; 2024Q4: 3,330 shares; 2025Q1: 2,890 shares; 2025Q2: 2,625 shares; 2025Q3: 2,606 shares; 2025Q4: 2,616 shares; 2026Q1: 2,301 shares 2,301 $845K 0.04% -315 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: 35,997 shares; 2024Q4: 24,431 shares; 2025Q1: 23,344 shares; 2025Q2: 23,348 shares; 2025Q3: 23,302 shares; 2025Q4: 17,865 shares; 2026Q1: 17,869 shares 17,869 $840K 0.04% +4 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,976 shares; 2024Q4: 5,976 shares; 2025Q1: 5,976 shares; 2025Q2: 5,976 shares; 2025Q3: 5,676 shares; 2025Q4: 5,676 shares; 2026Q1: 5,366 shares 5,366 $834K 0.04% -310 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: not reported; 2025Q3: not reported; 2025Q4: 16,571 shares; 2026Q1: 16,690 shares 16,690 $833K 0.04% +119 Timeline FMDE 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: 12,567 shares; 2025Q4: 19,319 shares; 2026Q1: 23,144 shares 23,144 $832K 0.04% +3,825 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,132 shares 18,132 $832K 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 5,082 shares; 2025Q1: 5,087 shares; 2025Q2: 5,192 shares; 2025Q3: 5,519 shares; 2025Q4: 4,568 shares; 2026Q1: 3,808 shares 3,808 $825K 0.04% -760 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,845 shares; 2026Q1: 5,920 shares 5,920 $819K 0.04% +75 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,845 shares; 2026Q1: 5,796 shares 5,796 $808K 0.04% -49 Timeline DFIV 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: 8,221 shares; 2025Q4: 13,165 shares; 2026Q1: 15,204 shares 15,204 $802K 0.04% +2,039 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: 5,754 shares; 2024Q4: 5,931 shares; 2025Q1: 5,754 shares; 2025Q2: 5,354 shares; 2025Q3: 5,454 shares; 2025Q4: 5,454 shares; 2026Q1: 10,004 shares 10,004 $796K 0.04% +4,550 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,507 shares; 2025Q4: 9,846 shares; 2026Q1: 10,951 shares 10,951 $788K 0.04% +1,105 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 11,288 shares; 2025Q1: 12,506 shares; 2025Q2: 12,618 shares; 2025Q3: 12,578 shares; 2025Q4: 12,688 shares; 2026Q1: 12,727 shares 12,727 $781K 0.04% +39 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: 32,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares; 2026Q1: 10,853 shares 10,853 $779K 0.04% +5,027 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,461 shares; 2025Q1: 12,361 shares; 2025Q2: 11,408 shares; 2025Q3: 9,977 shares; 2025Q4: 9,817 shares; 2026Q1: 9,817 shares 9,817 $776K 0.04% 0 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: 13,602 shares; 2024Q4: 18,296 shares; 2025Q1: 18,004 shares; 2025Q2: 16,154 shares; 2025Q3: 14,999 shares; 2025Q4: 6,416 shares; 2026Q1: 8,654 shares 8,654 $775K 0.04% +2,238 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares 3,669 $730K 0.03% new Timeline ILF 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: 7,657 shares; 2026Q1: 20,227 shares 20,227 $718K 0.03% +12,570 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: 2,843 shares; 2024Q4: 6,343 shares; 2025Q1: 6,343 shares; 2025Q2: 6,343 shares; 2025Q3: 6,149 shares; 2025Q4: 6,149 shares; 2026Q1: 6,224 shares 6,224 $704K 0.03% +75 Timeline INFL LISTED FDS TR More: the full row for LISTED 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: 13,437 shares 13,437 $700K 0.03% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 5,941 shares; 2025Q1: 5,646 shares; 2025Q2: 5,481 shares; 2025Q3: 5,448 shares; 2025Q4: 5,423 shares; 2026Q1: 5,241 shares 5,241 $692K 0.03% -182 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 3,261 shares; 2026Q1: 3,261 shares 3,261 $689K 0.03% 0 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: 7,121 shares; 2024Q4: 5,283 shares; 2025Q1: 5,283 shares; 2025Q2: 3,655 shares; 2025Q3: 3,635 shares; 2025Q4: 3,585 shares; 2026Q1: 7,257 shares 7,257 $675K 0.03% +3,672 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,939 shares; 2025Q4: 9,373 shares; 2026Q1: 10,874 shares 10,874 $657K 0.03% +1,501 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,506 shares; 2024Q4: 53,506 shares; 2025Q1: 53,506 shares; 2025Q2: 53,506 shares; 2025Q3: 53,506 shares; 2025Q4: 52,806 shares; 2026Q1: 52,806 shares 52,806 $648K 0.03% 0 Timeline QXO QXO INC More: the full row for QXO 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: 12,715 shares; 2025Q3: 23,282 shares; 2025Q4: 34,339 shares; 2026Q1: 33,363 shares 33,363 $648K 0.03% -976 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,516 shares 4,516 $647K 0.03% +341 Timeline INTF 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: 7,658 shares; 2025Q4: 13,581 shares; 2026Q1: 16,531 shares 16,531 $644K 0.03% +2,950 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: 3,243 shares; 2024Q4: 3,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,805 shares; 2026Q1: 1,905 shares 1,905 $644K 0.03% +100 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 20,400 shares; 2026Q1: 15,400 shares 15,400 $635K 0.03% -5,000 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: 7,447 shares; 2024Q4: 7,447 shares; 2025Q1: 7,447 shares; 2025Q2: 7,447 shares; 2025Q3: 7,447 shares; 2025Q4: 7,447 shares; 2026Q1: 7,904 shares 7,904 $628K 0.03% +457 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: 2,549 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 2,349 shares 2,349 $627K 0.03% +75 Timeline XME 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: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 3,168 shares; 2026Q1: 5,718 shares 5,718 $618K 0.03% +2,550 Timeline EPS 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: 10,415 shares; 2024Q4: 10,120 shares; 2025Q1: 9,932 shares; 2025Q2: 9,437 shares; 2025Q3: 9,113 shares; 2025Q4: 9,028 shares; 2026Q1: 8,958 shares 8,958 $610K 0.03% -70 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 4,255 shares; 2025Q1: 3,692 shares; 2025Q2: 4,212 shares; 2025Q3: 4,038 shares; 2025Q4: 4,253 shares; 2026Q1: 4,471 shares 4,471 $608K 0.03% +218 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: 1,953 shares; 2024Q4: 2,191 shares; 2025Q1: 2,076 shares; 2025Q2: 1,776 shares; 2025Q3: 1,610 shares; 2025Q4: 1,700 shares; 2026Q1: 2,087 shares 2,087 $599K 0.03% +387 Timeline WCMI 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: 31,205 shares; 2025Q2: 31,685 shares; 2025Q3: 34,164 shares; 2025Q4: 35,338 shares; 2026Q1: 35,638 shares 35,638 $598K 0.03% +300 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,306 shares; 2024Q4: 28,863 shares; 2025Q1: 28,863 shares; 2025Q2: 18,863 shares; 2025Q3: 14,579 shares; 2025Q4: 11,346 shares; 2026Q1: 10,691 shares 10,691 $591K 0.03% -655 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 6,687 shares; 2025Q1: 6,369 shares; 2025Q2: 6,357 shares; 2025Q3: 7,677 shares; 2025Q4: 8,561 shares; 2026Q1: 11,182 shares 11,182 $568K 0.03% +2,621 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: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,318 shares; 2026Q1: 2,659 shares 2,659 $568K 0.03% +341 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: 4,847 shares; 2024Q4: 4,943 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 6,015 shares; 2025Q4: 6,040 shares; 2026Q1: 4,791 shares 4,791 $566K 0.03% -1,249 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: 5,190 shares; 2024Q4: 5,620 shares; 2025Q1: 5,520 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 5,180 shares; 2026Q1: 5,765 shares 5,765 $556K 0.03% +585 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: 13,165 shares; 2024Q4: 13,165 shares; 2025Q1: 14,715 shares; 2025Q2: 14,715 shares; 2025Q3: 12,665 shares; 2025Q4: 12,665 shares; 2026Q1: 11,541 shares 11,541 $556K 0.03% -1,124 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 2,686 shares 2,686 $555K 0.03% +1,651 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,609 shares; 2024Q4: 29,292 shares; 2025Q1: 27,109 shares; 2025Q2: 26,539 shares; 2025Q3: 23,620 shares; 2025Q4: 16,829 shares; 2026Q1: 13,819 shares 13,819 $555K 0.03% -3,010 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,762 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 6,328 shares; 2025Q4: 5,996 shares; 2026Q1: 6,864 shares 6,864 $550K 0.03% +868 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899 $546K 0.02% 0 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: 3,280 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,767 shares; 2026Q1: 2,742 shares 2,742 $542K 0.02% -25 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: 7,050 shares; 2024Q4: 7,570 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares; 2026Q1: 7,355 shares 7,355 $535K 0.02% 0 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: 83,891 shares; 2024Q4: 37,904 shares; 2025Q1: 35,824 shares; 2025Q2: 25,824 shares; 2025Q3: 25,739 shares; 2025Q4: 10,739 shares; 2026Q1: 10,549 shares 10,549 $531K 0.02% -190 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,826 shares; 2025Q3: 4,327 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares 4,327 $524K 0.02% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares 21,000 $523K 0.02% new 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: 7,129 shares; 2024Q4: 5,702 shares; 2025Q1: 5,241 shares; 2025Q2: 4,951 shares; 2025Q3: 4,708 shares; 2025Q4: 4,489 shares; 2026Q1: 5,289 shares 5,289 $520K 0.02% +800 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: 3,112 shares; 2024Q4: 3,112 shares; 2025Q1: 3,112 shares; 2025Q2: 3,112 shares; 2025Q3: 2,512 shares; 2025Q4: 3,058 shares; 2026Q1: 3,004 shares 3,004 $508K 0.02% -54 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: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,372 shares; 2025Q2: 1,355 shares; 2025Q3: 1,443 shares; 2025Q4: 6,155 shares; 2026Q1: 4,810 shares 4,810 $503K 0.02% -1,345 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,030 shares; 2026Q1: 17,000 shares 17,000 $503K 0.02% -30 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,477 shares 8,477 $502K 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,755 shares; 2025Q1: 12,257 shares; 2025Q2: 5,593 shares; 2025Q3: 5,236 shares; 2025Q4: 6,475 shares; 2026Q1: 6,475 shares 6,475 $499K 0.02% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 6,073 shares; 2025Q1: 6,027 shares; 2025Q2: 5,629 shares; 2025Q3: 4,864 shares; 2025Q4: 5,137 shares; 2026Q1: 5,217 shares 5,217 $492K 0.02% +80 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,721 shares 9,721 $488K 0.02% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 14,700 shares; 2025Q4: 14,550 shares; 2026Q1: 14,550 shares 14,550 $481K 0.02% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $477K 0.02% 0 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: 210 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 231 shares; 2026Q1: 243 shares 243 $465K 0.02% +12 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,950 shares 14,950 $459K 0.02% new 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: not reported; 2024Q4: 2,772 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,772 shares; 2025Q4: 2,772 shares; 2026Q1: 4,284 shares 4,284 $455K 0.02% +1,512 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: 3,223 shares; 2024Q4: 3,137 shares; 2025Q1: 3,137 shares; 2025Q2: 3,387 shares; 2025Q3: 3,042 shares; 2025Q4: 2,867 shares; 2026Q1: 2,967 shares 2,967 $449K 0.02% +100 Timeline JHMD 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: 11,423 shares; 2024Q4: 11,338 shares; 2025Q1: 10,666 shares; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,516 shares; 2026Q1: 10,516 shares 10,516 $446K 0.02% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 46,980 shares; 2026Q1: 49,480 shares 49,480 $432K 0.02% +2,500 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,970 shares; 2024Q4: 26,625 shares; 2025Q1: 12,075 shares; 2025Q2: 8,575 shares; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares; 2026Q1: 4,625 shares 4,625 $431K 0.02% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,833 shares; 2024Q4: 24,833 shares; 2025Q1: 24,833 shares; 2025Q2: 24,833 shares; 2025Q3: 23,044 shares; 2025Q4: 17,370 shares; 2026Q1: 17,645 shares 17,645 $431K 0.02% +275 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,053 shares 6,053 $428K 0.02% new 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: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 2,309 shares 2,309 $421K 0.02% -105 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $420K 0.02% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,667 shares 6,667 $417K 0.02% 0 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: 2,376 shares; 2024Q4: 1,374 shares; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: not reported; 2026Q1: 1,306 shares 1,306 $415K 0.02% new 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: 1,967 shares; 2024Q4: 1,973 shares; 2025Q1: 1,931 shares; 2025Q2: 1,907 shares; 2025Q3: 1,698 shares; 2025Q4: 1,113 shares; 2026Q1: 1,136 shares 1,136 $413K 0.02% +23 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,743 shares; 2024Q4: 24,743 shares; 2025Q1: 24,743 shares; 2025Q2: 24,743 shares; 2025Q3: 24,743 shares; 2025Q4: 20,000 shares; 2026Q1: 10,000 shares 10,000 $413K 0.02% -10,000 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,959 shares 45,959 $412K 0.02% new 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: 12,655 shares; 2024Q4: 7,423 shares; 2025Q1: 5,048 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 4,568 shares; 2026Q1: 4,368 shares 4,368 $408K 0.02% -200 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: 12,662 shares; 2024Q4: 13,915 shares; 2025Q1: 12,926 shares; 2025Q2: 12,737 shares; 2025Q3: 6,865 shares; 2025Q4: 4,515 shares; 2026Q1: 5,828 shares 5,828 $406K 0.02% +1,313 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 6,480 shares; 2025Q4: 6,180 shares; 2026Q1: 6,180 shares 6,180 $402K 0.02% 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: 1,629 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,021 shares; 2026Q1: 1,896 shares 1,896 $395K 0.02% -125 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 2,994 shares; 2025Q1: 2,389 shares; 2025Q2: 2,389 shares; 2025Q3: 2,492 shares; 2025Q4: 2,217 shares; 2026Q1: 2,017 shares 2,017 $394K 0.02% -200 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,710 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,155 shares; 2025Q4: 3,294 shares; 2026Q1: 3,432 shares 3,432 $385K 0.02% +138 Timeline MTUM 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: 1,341 shares; 2024Q4: 1,341 shares; 2025Q1: 1,303 shares; 2025Q2: 1,583 shares; 2025Q3: 1,633 shares; 2025Q4: 1,610 shares; 2026Q1: 1,601 shares 1,601 $384K 0.02% -9 Timeline SCHM 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: 7,092 shares; 2024Q4: 18,514 shares; 2025Q1: 17,049 shares; 2025Q2: 16,554 shares; 2025Q3: 15,357 shares; 2025Q4: 12,365 shares; 2026Q1: 12,364 shares 12,364 $383K 0.02% -1 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,549 shares; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,215 shares; 2026Q1: 3,010 shares 3,010 $381K 0.02% +795 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: not reported; 2025Q4: not reported; 2026Q1: 1,829 shares 1,829 $380K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,271 shares 6,271 $376K 0.02% new Timeline GBUG SPROTT FDS TR More: the full row for SPROTT 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: 5,000 shares; 2026Q1: 8,197 shares 8,197 $372K 0.02% +3,197 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $372K 0.02% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,680 shares; 2025Q2: 6,280 shares; 2025Q3: 6,281 shares; 2025Q4: 7,311 shares; 2026Q1: 7,386 shares 7,386 $370K 0.02% +75 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,022 shares; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares 1,022 $367K 0.02% 0 Timeline XZO EXZEO GROUP INC More: the full row for EXZEO 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: 17,500 shares; 2026Q1: 25,000 shares 25,000 $367K 0.02% +7,500 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: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 981 shares; 2026Q1: 1,063 shares 1,063 $365K 0.02% +82 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: 3,960 shares; 2024Q4: 3,922 shares; 2025Q1: 4,722 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares; 2026Q1: 5,622 shares 5,622 $364K 0.02% +900 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 4,204 shares; 2025Q1: 4,204 shares; 2025Q2: 4,104 shares; 2025Q3: 4,104 shares; 2025Q4: 4,065 shares; 2026Q1: 4,089 shares 4,089 $360K 0.02% +24 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: 6,852 shares; 2024Q4: 6,852 shares; 2025Q1: 6,852 shares; 2025Q2: 6,852 shares; 2025Q3: 6,852 shares; 2025Q4: 6,852 shares; 2026Q1: 6,852 shares 6,852 $358K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 3,900 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,931 shares 3,931 $355K 0.02% +56 Timeline XBI 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: 2,680 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,755 shares 2,755 $352K 0.02% 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: 2,131 shares; 2024Q4: 2,166 shares; 2025Q1: 2,173 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,495 shares; 2026Q1: 2,010 shares 2,010 $349K 0.02% -485 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: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,915 shares; 2025Q2: 3,915 shares; 2025Q3: 3,801 shares; 2025Q4: 4,187 shares; 2026Q1: 4,156 shares 4,156 $348K 0.02% -31 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: 12,880 shares; 2024Q4: 13,022 shares; 2025Q1: 11,598 shares; 2025Q2: 10,930 shares; 2025Q3: 10,480 shares; 2025Q4: 8,280 shares; 2026Q1: 10,830 shares 10,830 $347K 0.02% +2,550 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $346K 0.02% 0 Timeline FNDE 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: 10,001 shares; 2024Q4: 10,001 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,525 shares; 2025Q4: 9,291 shares; 2026Q1: 9,041 shares 9,041 $346K 0.02% -250 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 6,233 shares 6,233 $341K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,275 shares; 2024Q4: 18,270 shares; 2025Q1: 18,270 shares; 2025Q2: 18,270 shares; 2025Q3: 18,270 shares; 2025Q4: 18,270 shares; 2026Q1: 18,270 shares 18,270 $340K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,939 shares; 2024Q4: 6,939 shares; 2025Q1: 6,939 shares; 2025Q2: 6,939 shares; 2025Q3: 6,939 shares; 2025Q4: 5,859 shares; 2026Q1: 5,503 shares 5,503 $340K 0.02% -356 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $331K 0.02% 0 Timeline COPX 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: 31,756 shares; 2024Q4: 23,250 shares; 2025Q1: 20,857 shares; 2025Q2: 20,702 shares; 2025Q3: 4,502 shares; 2025Q4: 4,572 shares; 2026Q1: 4,254 shares 4,254 $325K 0.01% -318 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,720 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $325K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $322K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $319K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $319K 0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,075 shares; 2025Q1: 5,075 shares; 2025Q2: 5,075 shares; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares; 2026Q1: 5,075 shares 5,075 $318K 0.01% 0 Timeline RWL 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $317K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,565 shares; 2025Q1: 2,660 shares; 2025Q2: 2,517 shares; 2025Q3: 2,389 shares; 2025Q4: 2,354 shares; 2026Q1: 2,016 shares 2,016 $317K 0.01% -338 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,077 shares; 2024Q4: 3,223 shares; 2025Q1: 3,397 shares; 2025Q2: 2,905 shares; 2025Q3: 2,143 shares; 2025Q4: 2,133 shares; 2026Q1: 2,150 shares 2,150 $315K 0.01% +17 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,067 shares; 2025Q2: 8,067 shares; 2025Q3: 8,261 shares; 2025Q4: 7,581 shares; 2026Q1: 6,139 shares 6,139 $314K 0.01% -1,442 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $311K 0.01% 0 Timeline QGRW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,890 shares; 2026Q1: 5,725 shares 5,725 $306K 0.01% +1,835 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,105 shares; 2025Q1: 1,917 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares 2,131 $304K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,327 shares; 2025Q2: 5,327 shares; 2025Q3: 5,327 shares; 2025Q4: 5,327 shares; 2026Q1: 5,327 shares 5,327 $304K 0.01% 0 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,945 shares; 2024Q4: 21,645 shares; 2025Q1: 21,645 shares; 2025Q2: 21,645 shares; 2025Q3: 21,645 shares; 2025Q4: 21,645 shares; 2026Q1: 21,645 shares 21,645 $301K 0.01% 0 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: 1,129 shares; 2024Q4: 1,126 shares; 2025Q1: 1,126 shares; 2025Q2: 1,116 shares; 2025Q3: 1,311 shares; 2025Q4: 1,316 shares; 2026Q1: 1,169 shares 1,169 $301K 0.01% -147 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: 3,583 shares; 2024Q4: 3,583 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 2,909 shares; 2025Q4: 2,909 shares; 2026Q1: 2,909 shares 2,909 $297K 0.01% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 5,850 shares 5,850 $295K 0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,486 shares 5,486 $295K 0.01% new 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: 11,250 shares; 2024Q4: 12,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,045 shares; 2025Q4: 5,035 shares; 2026Q1: 5,264 shares 5,264 $292K 0.01% +229 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,594 shares; 2025Q1: 8,094 shares; 2025Q2: 7,994 shares; 2025Q3: 7,994 shares; 2025Q4: 7,894 shares; 2026Q1: 7,494 shares 7,494 $292K 0.01% -400 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 6,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,985 shares 6,985 $291K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 3,300 shares; 2026Q1: 3,300 shares 3,300 $289K 0.01% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,646 shares; 2024Q4: 167,149 shares; 2025Q1: 146,649 shares; 2025Q2: 141,774 shares; 2025Q3: 96,774 shares; 2025Q4: 75,274 shares; 2026Q1: 72,692 shares 72,692 $287K 0.01% -2,582 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,018 shares 1,018 $284K 0.01% +52 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,288 shares; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares; 2025Q4: 3,363 shares; 2026Q1: 3,213 shares 3,213 $284K 0.01% -150 Timeline RWK 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: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares 2,175 $279K 0.01% 0 Timeline VIS 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: 887 shares; 2025Q4: 887 shares; 2026Q1: 887 shares 887 $277K 0.01% 0 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,448 shares 2,448 $277K 0.01% +48 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares 689 $270K 0.01% new 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 246 shares 246 $268K 0.01% +9 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $267K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares 1,825 $266K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 818 shares; 2025Q1: 980 shares; 2025Q2: 931 shares; 2025Q3: 980 shares; 2025Q4: 993 shares; 2026Q1: 989 shares 989 $264K 0.01% -4 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,359 shares; 2025Q1: 3,371 shares; 2025Q2: 3,371 shares; 2025Q3: 3,216 shares; 2025Q4: 2,807 shares; 2026Q1: 2,807 shares 2,807 $260K 0.01% 0 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: not reported; 2025Q3: 4,297 shares; 2025Q4: 5,778 shares; 2026Q1: 5,133 shares 5,133 $260K 0.01% -645 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares 2,955 $259K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,842 shares; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares; 2026Q1: 3,982 shares 3,982 $257K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,819 shares; 2025Q4: not reported; 2026Q1: 3,711 shares 3,711 $257K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 905 shares; 2025Q1: 855 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares 842 $254K 0.01% 0 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 9,844 shares; 2026Q1: 9,298 shares 9,298 $252K 0.01% -546 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,283 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,120 shares 3,120 $250K 0.01% -49 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: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 1,657 shares; 2026Q1: 2,192 shares 2,192 $250K 0.01% +535 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,505 shares 9,505 $250K 0.01% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $248K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,088 shares; 2025Q1: 6,938 shares; 2025Q2: 6,938 shares; 2025Q3: 7,238 shares; 2025Q4: 7,238 shares; 2026Q1: 7,238 shares 7,238 $246K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $245K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 1,652 shares; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares; 2025Q3: 1,814 shares; 2025Q4: not reported; 2026Q1: 1,691 shares 1,691 $244K 0.01% new Timeline JPEF 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: 4,100 shares; 2024Q4: 5,715 shares; 2025Q1: 4,173 shares; 2025Q2: 4,200 shares; 2025Q3: 4,198 shares; 2025Q4: 4,469 shares; 2026Q1: 3,334 shares 3,334 $239K 0.01% -1,135 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,393 shares 6,393 $239K 0.01% new 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: 3,494 shares; 2024Q4: 3,454 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,154 shares; 2025Q4: 1,107 shares; 2026Q1: 1,120 shares 1,120 $236K 0.01% +13 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: 4,268 shares; 2024Q4: 4,177 shares; 2025Q1: 3,067 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 1,836 shares; 2026Q1: 2,219 shares 2,219 $235K 0.01% +383 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,555 shares 2,555 $234K 0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,793 shares; 2024Q4: 24,135 shares; 2025Q1: 24,290 shares; 2025Q2: 23,241 shares; 2025Q3: 11,303 shares; 2025Q4: 5,582 shares; 2026Q1: 5,420 shares 5,420 $234K 0.01% -162 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares 3,218 $233K 0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares 1,667 $233K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,995 shares 2,995 $229K 0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,275 shares 2,275 $229K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: not reported; 2026Q1: 310 shares 310 $229K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,122 shares; 2025Q1: 5,122 shares; 2025Q2: 5,122 shares; 2025Q3: 5,122 shares; 2025Q4: 5,122 shares; 2026Q1: 5,130 shares 5,130 $228K 0.01% +8 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: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,770 shares 3,770 $228K 0.01% +400 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,218 shares; 2024Q4: 40,233 shares; 2025Q1: 40,233 shares; 2025Q2: 40,233 shares; 2025Q3: 40,233 shares; 2025Q4: 10,233 shares; 2026Q1: 10,117 shares 10,117 $228K 0.01% -116 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $227K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,455 shares; 2025Q2: 5,435 shares; 2025Q3: 5,410 shares; 2025Q4: 5,385 shares; 2026Q1: 4,020 shares 4,020 $224K 0.01% -1,365 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 750 shares 750 $224K 0.01% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 4,264 shares; 2025Q1: 4,114 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,419 shares; 2026Q1: 2,418 shares 2,418 $222K 0.01% -1,001 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: 10,778 shares; 2024Q4: 11,666 shares; 2025Q1: 11,160 shares; 2025Q2: 11,147 shares; 2025Q3: 5,990 shares; 2025Q4: 2,469 shares; 2026Q1: 2,030 shares 2,030 $221K 0.01% -439 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 2,999 shares; 2025Q2: 1,731 shares; 2025Q3: 1,781 shares; 2025Q4: 1,724 shares; 2026Q1: 1,724 shares 1,724 $221K 0.01% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,125 shares; 2026Q1: 4,150 shares 4,150 $221K 0.01% +25 Timeline SPTI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $215K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,765 shares; 2025Q1: 1,668 shares; 2025Q2: 1,558 shares; 2025Q3: 1,148 shares; 2025Q4: 1,976 shares; 2026Q1: 1,971 shares 1,971 $215K 0.01% -5 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: 1,626 shares 1,626 $213K 0.01% -51 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $211K 0.01% 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: 7,179 shares; 2024Q4: 7,254 shares; 2025Q1: 7,393 shares; 2025Q2: 6,862 shares; 2025Q3: 5,218 shares; 2025Q4: 5,620 shares; 2026Q1: 4,266 shares 4,266 $211K 0.01% -1,354 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares 2,136 $208K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares 1,838 $201K 0.01% 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: 1,307 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares 1,457 $200K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT 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: 15,025 shares; 2026Q1: 15,025 shares 15,025 $200K 0.01% 0 Timeline CLNN CLENE INC More: the full row for CLENE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,500 shares; 2025Q1: 36,500 shares; 2025Q2: 36,500 shares; 2025Q3: 37,243 shares; 2025Q4: 37,243 shares; 2026Q1: 37,243 shares 37,243 $184K 0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 15,932 shares; 2025Q1: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares; 2025Q4: 14,100 shares; 2026Q1: 17,100 shares 17,100 $156K 0.01% +3,000 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,997 shares; 2024Q4: 17,377 shares; 2025Q1: 13,695 shares; 2025Q2: 13,695 shares; 2025Q3: 14,193 shares; 2025Q4: 14,193 shares; 2026Q1: 14,193 shares 14,193 $107K <0.01% 0 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,770 shares; 2024Q4: 295,770 shares; 2025Q1: 225,270 shares; 2025Q2: 225,270 shares; 2025Q3: 205,270 shares; 2025Q4: 75,270 shares; 2026Q1: 50,270 shares 50,270 $101K <0.01% -25,000 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares; 2025Q4: 10,350 shares; 2026Q1: 10,350 shares 10,350 $92.9K <0.01% 0 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,058 shares; 2024Q4: 11,058 shares; 2025Q1: 11,058 shares; 2025Q2: 11,058 shares; 2025Q3: 11,058 shares; 2025Q4: 11,058 shares; 2026Q1: 11,058 shares 11,058 $88.8K <0.01% 0 Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000 $30.5K <0.01% new Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA 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: 10,900 shares; 2026Q1: 10,900 shares 10,900 $4.45K <0.01% 0 Timeline CXAI CXAPP INC More: the full row for CXAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $1.8K <0.01% new Timeline