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: 205,883 shares; 2024Q4: 193,101 shares; 2025Q1: 173,140 shares; 2025Q2: 167,361 shares; 2025Q3: 164,272 shares; 2025Q4: 159,792 shares; 2026Q1: 163,001 shares 163,001 $28.4M 4.94% +3,209 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: 13,570 shares; 2024Q4: 13,550 shares; 2025Q1: 13,413 shares; 2025Q2: 14,381 shares; 2025Q3: 14,356 shares; 2025Q4: 14,447 shares; 2026Q1: 46,311 shares 46,311 $22.2M 3.86% +31,864 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $17.2M 3% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,637 shares; 2024Q4: 76,832 shares; 2025Q1: 73,522 shares; 2025Q2: 69,418 shares; 2025Q3: 67,278 shares; 2025Q4: 65,370 shares; 2026Q1: 66,406 shares 66,406 $16.9M 2.93% +1,036 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: 44,217 shares; 2024Q4: 44,226 shares; 2025Q1: 43,162 shares; 2025Q2: 42,506 shares; 2025Q3: 41,757 shares; 2025Q4: 41,726 shares; 2026Q1: 42,792 shares 42,792 $15.8M 2.75% +1,066 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: 181,297 shares; 2024Q4: 179,695 shares; 2025Q1: 178,962 shares; 2025Q2: 179,075 shares; 2025Q3: 176,941 shares; 2025Q4: 175,129 shares; 2026Q1: 176,135 shares 176,135 $13.4M 2.33% +1,006 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: 42,037 shares; 2024Q4: 41,495 shares; 2025Q1: 40,750 shares; 2025Q2: 40,236 shares; 2025Q3: 39,589 shares; 2025Q4: 38,949 shares; 2026Q1: 38,455 shares 38,455 $11.6M 2.02% -494 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: 35,515 shares; 2024Q4: 38,167 shares; 2025Q1: 35,800 shares; 2025Q2: 35,929 shares; 2025Q3: 35,659 shares; 2025Q4: 33,314 shares; 2026Q1: 34,555 shares 34,555 $10.7M 1.86% +1,241 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: 24,473 shares; 2024Q4: 24,338 shares; 2025Q1: 23,225 shares; 2025Q2: 22,744 shares; 2025Q3: 22,395 shares; 2025Q4: 24,994 shares; 2026Q1: 23,784 shares 23,784 $10.1M 1.76% -1,210 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: 32,718 shares; 2024Q4: 31,644 shares; 2025Q1: 30,894 shares; 2025Q2: 30,358 shares; 2025Q3: 30,098 shares; 2025Q4: 30,203 shares; 2026Q1: 30,342 shares 30,342 $8.93M 1.55% +139 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: 37,420 shares; 2024Q4: 37,863 shares; 2025Q1: 37,545 shares; 2025Q2: 37,582 shares; 2025Q3: 37,583 shares; 2025Q4: 37,597 shares; 2026Q1: 37,765 shares 37,765 $7.28M 1.27% +168 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: 13,365 shares; 2024Q4: 13,513 shares; 2025Q1: 11,413 shares; 2025Q2: 11,075 shares; 2025Q3: 11,014 shares; 2025Q4: 11,348 shares; 2026Q1: 10,928 shares 10,928 $7.14M 1.24% -420 Timeline TIP 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: 2,075 shares; 2025Q1: 13,030 shares; 2025Q2: 22,715 shares; 2025Q3: 50,678 shares; 2025Q4: 57,946 shares; 2026Q1: 62,209 shares 62,209 $6.87M 1.19% +4,263 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: 12,850 shares; 2024Q4: 12,842 shares; 2025Q1: 12,521 shares; 2025Q2: 12,017 shares; 2025Q3: 12,007 shares; 2025Q4: 11,356 shares; 2026Q1: 10,470 shares 10,470 $6.81M 1.18% -886 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: 62,441 shares; 2024Q4: 63,254 shares; 2025Q1: 62,935 shares; 2025Q2: 67,547 shares; 2025Q3: 66,241 shares; 2025Q4: 63,893 shares; 2026Q1: 62,433 shares 62,433 $6.02M 1.05% -1,460 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,089 shares 30,089 $5.88M 1.02% new 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: 23,372 shares; 2024Q4: 22,469 shares; 2025Q1: 22,239 shares; 2025Q2: 22,378 shares; 2025Q3: 22,379 shares; 2025Q4: 22,458 shares; 2026Q1: 22,839 shares 22,839 $5.58M 0.97% +381 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: 22,141 shares; 2024Q4: 19,896 shares; 2025Q1: 18,466 shares; 2025Q2: 17,673 shares; 2025Q3: 17,732 shares; 2025Q4: 17,401 shares; 2026Q1: 18,488 shares 18,488 $5.32M 0.92% +1,087 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: 15,575 shares; 2024Q4: 15,165 shares; 2025Q1: 14,651 shares; 2025Q2: 14,607 shares; 2025Q3: 15,679 shares; 2025Q4: 14,814 shares; 2026Q1: 14,763 shares 14,763 $5.28M 0.92% -51 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,689 shares; 2024Q4: 44,257 shares; 2025Q1: 45,989 shares; 2025Q2: 47,964 shares; 2025Q3: 47,429 shares; 2025Q4: 46,611 shares; 2026Q1: 46,446 shares 46,446 $5.03M 0.87% -165 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: 19,070 shares; 2024Q4: 18,535 shares; 2025Q1: 17,767 shares; 2025Q2: 15,582 shares; 2025Q3: 15,955 shares; 2025Q4: 16,475 shares; 2026Q1: 17,471 shares 17,471 $5.01M 0.87% +996 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: 31,564 shares; 2024Q4: 31,560 shares; 2025Q1: 30,195 shares; 2025Q2: 28,897 shares; 2025Q3: 29,151 shares; 2025Q4: 29,074 shares; 2026Q1: 29,534 shares 29,534 $5.01M 0.87% +460 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: 70,063 shares; 2024Q4: 70,145 shares; 2025Q1: 68,543 shares; 2025Q2: 67,755 shares; 2025Q3: 67,150 shares; 2025Q4: 64,075 shares; 2026Q1: 64,404 shares 64,404 $5M 0.87% +329 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 14,024 shares; 2025Q1: 24,853 shares; 2025Q2: 33,691 shares; 2025Q3: 49,386 shares; 2025Q4: 51,935 shares; 2026Q1: 53,559 shares 53,559 $4.96M 0.86% +1,624 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: 37,610 shares; 2024Q4: 36,354 shares; 2025Q1: 37,594 shares; 2025Q2: 40,533 shares; 2025Q3: 49,172 shares; 2025Q4: 50,677 shares; 2026Q1: 51,413 shares 51,413 $4.65M 0.81% +736 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,774 shares; 2024Q4: 24,963 shares; 2025Q1: 22,184 shares; 2025Q2: 23,508 shares; 2025Q3: 27,622 shares; 2025Q4: 45,038 shares; 2026Q1: 45,516 shares 45,516 $4.52M 0.79% +478 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: 44,774 shares; 2024Q4: 50,311 shares; 2025Q1: 50,566 shares; 2025Q2: 58,734 shares; 2025Q3: 58,262 shares; 2025Q4: 73,055 shares; 2026Q1: 77,789 shares 77,789 $4.41M 0.77% +4,734 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: 24,245 shares; 2024Q4: 24,389 shares; 2025Q1: 23,679 shares; 2025Q2: 22,623 shares; 2025Q3: 22,609 shares; 2025Q4: 20,941 shares; 2026Q1: 20,844 shares 20,844 $4.31M 0.75% -97 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: 40,768 shares; 2024Q4: 49,560 shares; 2025Q1: 62,420 shares; 2025Q2: 63,421 shares; 2025Q3: 59,344 shares; 2025Q4: 56,722 shares; 2026Q1: 54,000 shares 54,000 $4.28M 0.74% -2,722 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,108 shares; 2024Q4: 52,984 shares; 2025Q1: 50,712 shares; 2025Q2: 48,691 shares; 2025Q3: 48,132 shares; 2025Q4: 53,405 shares; 2026Q1: 57,462 shares 57,462 $4.23M 0.74% +4,057 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: 32,053 shares; 2024Q4: 32,033 shares; 2025Q1: 31,094 shares; 2025Q2: 31,142 shares; 2025Q3: 31,074 shares; 2025Q4: 30,659 shares; 2026Q1: 30,408 shares 30,408 $4.13M 0.72% -251 Timeline JCPB 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: 30,552 shares; 2024Q4: 38,530 shares; 2025Q1: 43,294 shares; 2025Q2: 49,922 shares; 2025Q3: 55,252 shares; 2025Q4: 81,177 shares; 2026Q1: 87,025 shares 87,025 $4.1M 0.71% +5,848 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: 61,827 shares; 2024Q4: 72,330 shares; 2025Q1: 75,329 shares; 2025Q2: 86,348 shares; 2025Q3: 85,323 shares; 2025Q4: 82,202 shares; 2026Q1: 76,790 shares 76,790 $3.89M 0.68% -5,412 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: 12,513 shares; 2024Q4: 12,481 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,806 shares; 2025Q4: 11,768 shares; 2026Q1: 11,767 shares 11,767 $3.84M 0.67% -1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,576 shares; 2024Q4: 43,790 shares; 2025Q1: 50,873 shares; 2025Q2: 47,358 shares; 2025Q3: 45,972 shares; 2025Q4: 38,253 shares; 2026Q1: 35,699 shares 35,699 $3.8M 0.66% -2,554 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,807 shares; 2024Q4: 15,723 shares; 2025Q1: 17,772 shares; 2025Q2: 20,045 shares; 2025Q3: 21,565 shares; 2025Q4: 35,285 shares; 2026Q1: 35,585 shares 35,585 $3.8M 0.66% +300 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: 7,995 shares; 2024Q4: 7,937 shares; 2025Q1: 7,722 shares; 2025Q2: 7,678 shares; 2025Q3: 7,686 shares; 2025Q4: 7,593 shares; 2026Q1: 7,522 shares 7,522 $3.73M 0.65% -71 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: 28,022 shares; 2024Q4: 27,366 shares; 2025Q1: 25,431 shares; 2025Q2: 22,913 shares; 2025Q3: 26,632 shares; 2025Q4: 28,501 shares; 2026Q1: 28,752 shares 28,752 $3.57M 0.62% +251 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,587 shares; 2024Q4: 29,484 shares; 2025Q1: 29,992 shares; 2025Q2: 32,800 shares; 2025Q3: 30,611 shares; 2025Q4: 29,078 shares; 2026Q1: 31,598 shares 31,598 $3.52M 0.61% +2,520 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,589 shares; 2025Q1: 13,913 shares; 2025Q2: 13,481 shares; 2025Q3: 14,208 shares; 2025Q4: 14,746 shares; 2026Q1: 16,724 shares 16,724 $3.48M 0.61% +1,978 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: 31,226 shares; 2024Q4: 31,022 shares; 2025Q1: 30,458 shares; 2025Q2: 29,416 shares; 2025Q3: 29,174 shares; 2025Q4: 28,987 shares; 2026Q1: 28,741 shares 28,741 $3.43M 0.6% -246 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: 26,451 shares; 2024Q4: 27,335 shares; 2025Q1: 26,481 shares; 2025Q2: 26,179 shares; 2025Q3: 26,118 shares; 2025Q4: 26,118 shares; 2026Q1: 25,887 shares 25,887 $3.39M 0.59% -231 Timeline DTH 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: 17,894 shares; 2024Q4: 14,108 shares; 2025Q1: 19,426 shares; 2025Q2: 27,321 shares; 2025Q3: 36,051 shares; 2025Q4: 42,743 shares; 2026Q1: 62,210 shares 62,210 $3.36M 0.58% +19,467 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: 28,096 shares; 2024Q4: 28,770 shares; 2025Q1: 31,656 shares; 2025Q2: 36,885 shares; 2025Q3: 39,246 shares; 2025Q4: 42,967 shares; 2026Q1: 44,557 shares 44,557 $3.35M 0.58% +1,590 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 41,856 shares; 2025Q1: 42,582 shares; 2025Q2: 44,449 shares; 2025Q3: 44,157 shares; 2025Q4: 42,912 shares; 2026Q1: 41,957 shares 41,957 $3.29M 0.57% -955 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: 26,736 shares; 2024Q4: 30,377 shares; 2025Q1: 30,773 shares; 2025Q2: 30,913 shares; 2025Q3: 29,784 shares; 2025Q4: 27,267 shares; 2026Q1: 27,316 shares 27,316 $3.29M 0.57% +49 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,879 shares; 2024Q4: 22,193 shares; 2025Q1: 29,295 shares; 2025Q2: 32,739 shares; 2025Q3: 36,662 shares; 2025Q4: 42,136 shares; 2026Q1: 44,176 shares 44,176 $3.28M 0.57% +2,040 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: 43,830 shares; 2024Q4: 50,885 shares; 2025Q1: 54,926 shares; 2025Q2: 60,216 shares; 2025Q3: 58,938 shares; 2025Q4: 63,052 shares; 2026Q1: 63,912 shares 63,912 $3.25M 0.56% +860 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: 66,926 shares; 2024Q4: 66,287 shares; 2025Q1: 64,022 shares; 2025Q2: 62,151 shares; 2025Q3: 64,432 shares; 2025Q4: 60,011 shares; 2026Q1: 57,532 shares 57,532 $3.24M 0.56% -2,479 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: 29,262 shares; 2024Q4: 45,650 shares; 2025Q1: 46,427 shares; 2025Q2: 50,305 shares; 2025Q3: 42,735 shares; 2025Q4: 38,116 shares; 2026Q1: 34,951 shares 34,951 $3.2M 0.56% -3,165 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: 12,066 shares; 2024Q4: 12,476 shares; 2025Q1: 13,141 shares; 2025Q2: 13,361 shares; 2025Q3: 13,801 shares; 2025Q4: 19,727 shares; 2026Q1: 21,324 shares 21,324 $3.16M 0.55% +1,597 Timeline SCHP 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: 42,511 shares; 2025Q1: 41,444 shares; 2025Q2: 75,427 shares; 2025Q3: 86,387 shares; 2025Q4: 94,246 shares; 2026Q1: 112,684 shares 112,684 $3M 0.52% +18,438 Timeline RSPT 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: 38,943 shares; 2024Q4: 43,284 shares; 2025Q1: 46,142 shares; 2025Q2: 44,334 shares; 2025Q3: 50,193 shares; 2025Q4: 60,308 shares; 2026Q1: 65,058 shares 65,058 $2.94M 0.51% +4,750 Timeline BAB 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: 109,784 shares; 2024Q4: 92,774 shares; 2025Q1: 90,372 shares; 2025Q2: 86,140 shares; 2025Q3: 85,755 shares; 2025Q4: 104,654 shares; 2026Q1: 108,548 shares 108,548 $2.93M 0.51% +3,894 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,789 shares; 2025Q3: 29,664 shares; 2025Q4: 41,292 shares; 2026Q1: 57,190 shares 57,190 $2.89M 0.5% +15,898 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: 32,210 shares; 2024Q4: 30,482 shares; 2025Q1: 30,022 shares; 2025Q2: 30,267 shares; 2025Q3: 30,878 shares; 2025Q4: 31,315 shares; 2026Q1: 31,047 shares 31,047 $2.88M 0.5% -268 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 5,804 shares; 2025Q1: 5,299 shares; 2025Q2: 5,314 shares; 2025Q3: 5,295 shares; 2025Q4: 5,080 shares; 2026Q1: 5,074 shares 5,074 $2.85M 0.5% -6 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,281 shares; 2025Q1: 1,306 shares; 2025Q2: 2,242 shares; 2025Q3: 3,116 shares; 2025Q4: 2,524 shares; 2026Q1: 3,183 shares 3,183 $2.78M 0.48% +659 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: 9,413 shares; 2024Q4: 9,386 shares; 2025Q1: 9,337 shares; 2025Q2: 9,340 shares; 2025Q3: 9,360 shares; 2025Q4: 8,384 shares; 2026Q1: 8,293 shares 8,293 $2.72M 0.47% -91 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: 3,320 shares; 2024Q4: 3,413 shares; 2025Q1: 3,159 shares; 2025Q2: 3,644 shares; 2025Q3: 3,644 shares; 2025Q4: 3,853 shares; 2026Q1: 3,896 shares 3,896 $2.66M 0.46% +43 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: 94,316 shares; 2024Q4: 92,764 shares; 2025Q1: 93,084 shares; 2025Q2: 101,760 shares; 2025Q3: 101,730 shares; 2025Q4: 89,571 shares; 2026Q1: 90,022 shares 90,022 $2.61M 0.45% +451 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: 16,387 shares; 2024Q4: 16,341 shares; 2025Q1: 16,970 shares; 2025Q2: 16,853 shares; 2025Q3: 16,813 shares; 2025Q4: 17,134 shares; 2026Q1: 17,026 shares 17,026 $2.6M 0.45% -108 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: 8,195 shares; 2024Q4: 8,170 shares; 2025Q1: 7,827 shares; 2025Q2: 8,484 shares; 2025Q3: 8,567 shares; 2025Q4: 8,952 shares; 2026Q1: 8,913 shares 8,913 $2.56M 0.44% -39 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: 8,216 shares; 2024Q4: 9,277 shares; 2025Q1: 8,193 shares; 2025Q2: 6,998 shares; 2025Q3: 7,159 shares; 2025Q4: 9,471 shares; 2026Q1: 12,366 shares 12,366 $2.52M 0.44% +2,895 Timeline PVAL 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: 16,996 shares; 2025Q2: 20,082 shares; 2025Q3: 26,145 shares; 2025Q4: 48,237 shares; 2026Q1: 53,907 shares 53,907 $2.5M 0.43% +5,670 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: 9,915 shares; 2024Q4: 9,733 shares; 2025Q1: 9,561 shares; 2025Q2: 9,343 shares; 2025Q3: 9,373 shares; 2025Q4: 9,399 shares; 2026Q1: 9,158 shares 9,158 $2.49M 0.43% -241 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: 25,829 shares; 2024Q4: 25,930 shares; 2025Q1: 29,395 shares; 2025Q2: 32,064 shares; 2025Q3: 37,411 shares; 2025Q4: 37,912 shares; 2026Q1: 36,465 shares 36,465 $2.48M 0.43% -1,447 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: 13,359 shares; 2024Q4: 11,260 shares; 2025Q1: 10,098 shares; 2025Q2: 63,782 shares; 2025Q3: 63,587 shares; 2025Q4: 50,473 shares; 2026Q1: 50,797 shares 50,797 $2.48M 0.43% +324 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: 47,280 shares; 2024Q4: 48,794 shares; 2025Q1: 47,468 shares; 2025Q2: 44,520 shares; 2025Q3: 40,368 shares; 2025Q4: 36,707 shares; 2026Q1: 36,543 shares 36,543 $2.47M 0.43% -164 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: 5,595 shares; 2024Q4: 5,580 shares; 2025Q1: 5,563 shares; 2025Q2: 5,563 shares; 2025Q3: 5,592 shares; 2025Q4: 5,660 shares; 2026Q1: 5,674 shares 5,674 $2.44M 0.42% +14 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 18,589 shares; 2025Q3: 22,126 shares; 2025Q4: 41,659 shares; 2026Q1: 49,857 shares 49,857 $2.4M 0.42% +8,198 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: 4,760 shares; 2024Q4: 5,144 shares; 2025Q1: 5,209 shares; 2025Q2: 5,381 shares; 2025Q3: 5,488 shares; 2025Q4: 5,535 shares; 2026Q1: 6,101 shares 6,101 $2.38M 0.41% +566 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,893 shares; 2025Q1: 2,755 shares; 2025Q2: 2,584 shares; 2025Q3: 2,454 shares; 2025Q4: 2,499 shares; 2026Q1: 2,588 shares 2,588 $2.38M 0.41% +89 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: 8,363 shares; 2024Q4: 8,250 shares; 2025Q1: 7,599 shares; 2025Q2: 7,251 shares; 2025Q3: 7,026 shares; 2025Q4: 6,919 shares; 2026Q1: 7,148 shares 7,148 $2.34M 0.41% +229 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,378 shares; 2024Q4: 23,462 shares; 2025Q1: 24,399 shares; 2025Q2: 24,524 shares; 2025Q3: 27,710 shares; 2025Q4: 30,156 shares; 2026Q1: 29,078 shares 29,078 $2.24M 0.39% -1,078 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: 6,190 shares; 2024Q4: 6,086 shares; 2025Q1: 5,893 shares; 2025Q2: 5,688 shares; 2025Q3: 5,601 shares; 2025Q4: 6,048 shares; 2026Q1: 6,461 shares 6,461 $2.21M 0.38% +413 Timeline MUNI 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: 34,883 shares; 2024Q4: 32,877 shares; 2025Q1: 36,466 shares; 2025Q2: 36,891 shares; 2025Q3: 34,710 shares; 2025Q4: 41,976 shares; 2026Q1: 41,833 shares 41,833 $2.18M 0.38% -143 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,040 shares; 2024Q4: 23,317 shares; 2025Q1: 23,177 shares; 2025Q2: 28,584 shares; 2025Q3: 28,517 shares; 2025Q4: 24,972 shares; 2026Q1: 26,215 shares 26,215 $2.16M 0.38% +1,243 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: 7,928 shares; 2024Q4: 7,824 shares; 2025Q1: 7,784 shares; 2025Q2: 7,784 shares; 2025Q3: 7,600 shares; 2025Q4: 7,545 shares; 2026Q1: 7,528 shares 7,528 $2.16M 0.38% -17 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: 18,557 shares; 2024Q4: 17,535 shares; 2025Q1: 17,100 shares; 2025Q2: 16,656 shares; 2025Q3: 15,037 shares; 2025Q4: 14,033 shares; 2026Q1: 13,770 shares 13,770 $2.14M 0.37% -263 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 9,711 shares; 2025Q1: 10,232 shares; 2025Q2: 12,808 shares; 2025Q3: 22,757 shares; 2025Q4: 53,202 shares; 2026Q1: 62,060 shares 62,060 $2.12M 0.37% +8,858 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: not reported; 2024Q4: 9,405 shares; 2025Q1: 9,291 shares; 2025Q2: 12,788 shares; 2025Q3: 11,659 shares; 2025Q4: 21,413 shares; 2026Q1: 20,616 shares 20,616 $2.05M 0.36% -797 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: 19,162 shares; 2024Q4: 18,265 shares; 2025Q1: 23,852 shares; 2025Q2: 24,628 shares; 2025Q3: 21,915 shares; 2025Q4: 19,524 shares; 2026Q1: 19,235 shares 19,235 $2.04M 0.35% -289 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,648 shares; 2024Q4: 8,687 shares; 2025Q1: 8,464 shares; 2025Q2: 8,034 shares; 2025Q3: 10,909 shares; 2025Q4: 9,643 shares; 2026Q1: 10,149 shares 10,149 $2.01M 0.35% +506 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: 8,148 shares; 2024Q4: 7,931 shares; 2025Q1: 7,755 shares; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares; 2025Q4: 7,766 shares; 2026Q1: 7,522 shares 7,522 $2M 0.35% -244 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: 52,597 shares; 2024Q4: 52,405 shares; 2025Q1: 50,624 shares; 2025Q2: 50,575 shares; 2025Q3: 50,540 shares; 2025Q4: 52,391 shares; 2026Q1: 52,647 shares 52,647 $1.99M 0.35% +256 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 20,335 shares; 2025Q1: 20,343 shares; 2025Q2: 19,107 shares; 2025Q3: 19,539 shares; 2025Q4: 19,197 shares; 2026Q1: 17,756 shares 17,756 $1.97M 0.34% -1,441 Timeline LMBS 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: 28,683 shares; 2024Q4: 36,324 shares; 2025Q1: 39,374 shares; 2025Q2: 41,085 shares; 2025Q3: 39,438 shares; 2025Q4: 38,159 shares; 2026Q1: 39,293 shares 39,293 $1.96M 0.34% +1,134 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 3,589 shares; 2026Q1: 4,233 shares 4,233 $1.95M 0.34% +644 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,821 shares; 2025Q3: 33,701 shares; 2025Q4: 39,536 shares; 2026Q1: 39,077 shares 39,077 $1.93M 0.34% -459 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,296 shares; 2024Q4: 89,212 shares; 2025Q1: 87,525 shares; 2025Q2: 79,982 shares; 2025Q3: 77,870 shares; 2025Q4: 109,209 shares; 2026Q1: 107,935 shares 107,935 $1.92M 0.33% -1,274 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: 6,763 shares; 2024Q4: 6,633 shares; 2025Q1: 6,405 shares; 2025Q2: 6,218 shares; 2025Q3: 6,075 shares; 2025Q4: 8,911 shares; 2026Q1: 8,873 shares 8,873 $1.91M 0.33% -38 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,108 shares; 2024Q4: 13,840 shares; 2025Q1: 15,276 shares; 2025Q2: 15,629 shares; 2025Q3: 20,491 shares; 2025Q4: 20,795 shares; 2026Q1: 20,284 shares 20,284 $1.87M 0.33% -511 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: 28,441 shares; 2024Q4: 28,385 shares; 2025Q1: 28,145 shares; 2025Q2: 25,257 shares; 2025Q3: 25,136 shares; 2025Q4: 25,136 shares; 2026Q1: 25,342 shares 25,342 $1.84M 0.32% +206 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,713 shares; 2025Q4: 2,308 shares; 2026Q1: 2,524 shares 2,524 $1.84M 0.32% +216 Timeline IXN 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: 33,397 shares; 2024Q4: 34,033 shares; 2025Q1: 28,072 shares; 2025Q2: 22,790 shares; 2025Q3: 20,871 shares; 2025Q4: 20,063 shares; 2026Q1: 18,151 shares 18,151 $1.81M 0.32% -1,912 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: 9,833 shares; 2024Q4: 9,765 shares; 2025Q1: 9,324 shares; 2025Q2: 9,059 shares; 2025Q3: 7,306 shares; 2025Q4: 7,359 shares; 2026Q1: 7,301 shares 7,301 $1.77M 0.31% -58 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: 857 shares; 2024Q4: 901 shares; 2025Q1: 857 shares; 2025Q2: 902 shares; 2025Q3: 944 shares; 2025Q4: 22,757 shares; 2026Q1: 18,384 shares 18,384 $1.77M 0.31% -4,373 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: 12,276 shares; 2025Q2: 15,484 shares; 2025Q3: 18,157 shares; 2025Q4: 20,254 shares; 2026Q1: 24,430 shares 24,430 $1.76M 0.31% +4,176 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,234 shares; 2024Q4: 8,541 shares; 2025Q1: 12,963 shares; 2025Q2: 12,860 shares; 2025Q3: 13,467 shares; 2025Q4: 24,066 shares; 2026Q1: 22,953 shares 22,953 $1.72M 0.3% -1,113 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,603 shares 19,603 $1.69M 0.29% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,223 shares; 2024Q4: 8,270 shares; 2025Q1: 8,191 shares; 2025Q2: 8,043 shares; 2025Q3: 8,598 shares; 2025Q4: 8,432 shares; 2026Q1: 6,882 shares 6,882 $1.65M 0.29% -1,550 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: 13,345 shares; 2024Q4: 12,919 shares; 2025Q1: 12,179 shares; 2025Q2: 12,333 shares; 2025Q3: 12,357 shares; 2025Q4: 12,361 shares; 2026Q1: 12,492 shares 12,492 $1.64M 0.28% +131 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: 12,087 shares; 2024Q4: 12,118 shares; 2025Q1: 12,416 shares; 2025Q2: 12,202 shares; 2025Q3: 12,761 shares; 2025Q4: 11,148 shares; 2026Q1: 11,295 shares 11,295 $1.63M 0.28% +147 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: 8,185 shares; 2024Q4: 8,133 shares; 2025Q1: 7,722 shares; 2025Q2: 7,956 shares; 2025Q3: 8,925 shares; 2025Q4: 8,307 shares; 2026Q1: 8,171 shares 8,171 $1.57M 0.27% -136 Timeline FNDF 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: 25,549 shares; 2026Q1: 31,983 shares 31,983 $1.56M 0.27% +6,434 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,074 shares; 2024Q4: 68,188 shares; 2025Q1: 60,781 shares; 2025Q2: 60,781 shares; 2025Q3: 60,781 shares; 2025Q4: 59,196 shares; 2026Q1: 59,304 shares 59,304 $1.55M 0.27% +108 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: 26,707 shares; 2024Q4: 27,190 shares; 2025Q1: 27,482 shares; 2025Q2: 27,234 shares; 2025Q3: 27,035 shares; 2025Q4: 27,189 shares; 2026Q1: 28,161 shares 28,161 $1.52M 0.26% +972 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: 12,082 shares; 2024Q4: 12,123 shares; 2025Q1: 12,336 shares; 2025Q2: 12,618 shares; 2025Q3: 15,214 shares; 2025Q4: 14,821 shares; 2026Q1: 15,677 shares 15,677 $1.52M 0.26% +856 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,339 shares; 2026Q1: 27,804 shares 27,804 $1.52M 0.26% +2,465 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: 21,269 shares; 2024Q4: 23,593 shares; 2025Q1: 24,697 shares; 2025Q2: 27,272 shares; 2025Q3: 28,416 shares; 2025Q4: 28,046 shares; 2026Q1: 28,920 shares 28,920 $1.45M 0.25% +874 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: 10,219 shares; 2024Q4: 10,283 shares; 2025Q1: 15,849 shares; 2025Q2: 16,444 shares; 2025Q3: 16,359 shares; 2025Q4: 18,055 shares; 2026Q1: 17,392 shares 17,392 $1.44M 0.25% -663 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: 11,022 shares; 2024Q4: 10,492 shares; 2025Q1: 10,135 shares; 2025Q2: 9,732 shares; 2025Q3: 8,398 shares; 2025Q4: 6,296 shares; 2026Q1: 6,271 shares 6,271 $1.42M 0.25% -25 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: 9,051 shares; 2024Q4: 8,804 shares; 2025Q1: 8,189 shares; 2025Q2: 7,951 shares; 2025Q3: 8,261 shares; 2025Q4: 8,271 shares; 2026Q1: 8,860 shares 8,860 $1.41M 0.25% +589 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: 1,891 shares; 2024Q4: 1,870 shares; 2025Q1: 1,843 shares; 2025Q2: 2,006 shares; 2025Q3: 1,962 shares; 2025Q4: 1,964 shares; 2026Q1: 1,981 shares 1,981 $1.4M 0.24% +17 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: 8,670 shares; 2024Q4: 8,220 shares; 2025Q1: 7,963 shares; 2025Q2: 7,636 shares; 2025Q3: 9,133 shares; 2025Q4: 7,457 shares; 2026Q1: 7,541 shares 7,541 $1.37M 0.24% +84 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: 15,200 shares; 2024Q4: 14,517 shares; 2025Q1: 13,956 shares; 2025Q2: 13,586 shares; 2025Q3: 12,513 shares; 2025Q4: 10,160 shares; 2026Q1: 9,602 shares 9,602 $1.37M 0.24% -558 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,288 shares; 2026Q1: 22,330 shares 22,330 $1.35M 0.24% +3,042 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,523 shares; 2025Q1: 6,407 shares; 2025Q2: 7,010 shares; 2025Q3: 7,686 shares; 2025Q4: 7,397 shares; 2026Q1: 7,483 shares 7,483 $1.31M 0.23% +86 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: 3,070 shares; 2024Q4: 7,262 shares; 2025Q1: 7,211 shares; 2025Q2: 7,198 shares; 2025Q3: 8,494 shares; 2025Q4: 8,079 shares; 2026Q1: 8,148 shares 8,148 $1.31M 0.23% +69 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: 15,179 shares; 2026Q1: 17,043 shares 17,043 $1.3M 0.23% +1,864 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,723 shares; 2025Q1: 2,988 shares; 2025Q2: 2,544 shares; 2025Q3: 6,887 shares; 2025Q4: 12,270 shares; 2026Q1: 13,087 shares 13,087 $1.29M 0.22% +817 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,854 shares; 2025Q1: 30,903 shares; 2025Q2: 29,687 shares; 2025Q3: 23,083 shares; 2025Q4: 22,644 shares; 2026Q1: 18,192 shares 18,192 $1.28M 0.22% -4,452 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: 7,870 shares; 2024Q4: 9,668 shares; 2025Q1: 9,715 shares; 2025Q2: 9,280 shares; 2025Q3: 9,099 shares; 2025Q4: 9,024 shares; 2026Q1: 9,160 shares 9,160 $1.24M 0.22% +136 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 223 shares; 2025Q1: 306 shares; 2025Q2: 341 shares; 2025Q3: 342 shares; 2025Q4: 377 shares; 2026Q1: 366 shares 366 $1.24M 0.21% -11 Timeline SPHD 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: 21,890 shares; 2024Q4: 25,013 shares; 2025Q1: 24,862 shares; 2025Q2: 25,312 shares; 2025Q3: 25,511 shares; 2025Q4: 19,409 shares; 2026Q1: 24,219 shares 24,219 $1.2M 0.21% +4,810 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: 15,800 shares; 2024Q4: 15,439 shares; 2025Q1: 14,899 shares; 2025Q2: 14,909 shares; 2025Q3: 14,919 shares; 2025Q4: 13,614 shares; 2026Q1: 13,808 shares 13,808 $1.18M 0.2% +194 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: 8,092 shares; 2024Q4: 8,057 shares; 2025Q1: 7,429 shares; 2025Q2: 7,100 shares; 2025Q3: 6,613 shares; 2025Q4: 5,003 shares; 2026Q1: 4,963 shares 4,963 $1.17M 0.2% -40 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: 14,172 shares; 2024Q4: 13,077 shares; 2025Q1: 13,122 shares; 2025Q2: 12,218 shares; 2025Q3: 11,582 shares; 2025Q4: 11,487 shares; 2026Q1: 9,093 shares 9,093 $1.17M 0.2% -2,394 Timeline FPX 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: 2,967 shares; 2024Q4: 3,063 shares; 2025Q1: 3,165 shares; 2025Q2: 3,011 shares; 2025Q3: 4,107 shares; 2025Q4: 7,113 shares; 2026Q1: 7,283 shares 7,283 $1.16M 0.2% +170 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,010 shares; 2024Q4: 14,462 shares; 2025Q1: 13,222 shares; 2025Q2: 12,582 shares; 2025Q3: 12,522 shares; 2025Q4: 12,440 shares; 2026Q1: 12,424 shares 12,424 $1.14M 0.2% -16 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,277 shares; 2024Q4: 30,802 shares; 2025Q1: 28,190 shares; 2025Q2: 26,866 shares; 2025Q3: 25,319 shares; 2025Q4: 25,251 shares; 2026Q1: 24,567 shares 24,567 $1.13M 0.2% -684 Timeline VIGI 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: 11,609 shares; 2024Q4: 11,869 shares; 2025Q1: 12,535 shares; 2025Q2: 13,007 shares; 2025Q3: 11,603 shares; 2025Q4: 12,805 shares; 2026Q1: 12,638 shares 12,638 $1.12M 0.19% -167 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: 7,203 shares; 2024Q4: 7,211 shares; 2025Q1: 7,323 shares; 2025Q2: 7,708 shares; 2025Q3: 7,712 shares; 2025Q4: 7,874 shares; 2026Q1: 7,948 shares 7,948 $1.1M 0.19% +74 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 2,929 shares; 2026Q1: 6,282 shares 6,282 $1.1M 0.19% +3,353 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 6,185 shares; 2025Q1: 5,457 shares; 2025Q2: 4,556 shares; 2025Q3: 4,316 shares; 2025Q4: 5,922 shares; 2026Q1: 7,523 shares 7,523 $1.09M 0.19% +1,601 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,134 shares; 2025Q1: 4,178 shares; 2025Q2: 4,184 shares; 2025Q3: 4,398 shares; 2025Q4: 4,572 shares; 2026Q1: 4,969 shares 4,969 $1.09M 0.19% +397 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,450 shares; 2026Q1: 9,011 shares 9,011 $1.07M 0.19% +561 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,614 shares; 2026Q1: 9,472 shares 9,472 $1.06M 0.18% -142 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: 5,036 shares; 2024Q4: 5,543 shares; 2025Q1: 5,638 shares; 2025Q2: 6,154 shares; 2025Q3: 5,536 shares; 2025Q4: 5,000 shares; 2026Q1: 5,070 shares 5,070 $1.06M 0.18% +70 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 17,799 shares; 2025Q1: 17,412 shares; 2025Q2: 14,495 shares; 2025Q3: 13,717 shares; 2025Q4: 10,343 shares; 2026Q1: 10,369 shares 10,369 $1.04M 0.18% +26 Timeline XMMO 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: 6,379 shares; 2024Q4: 6,666 shares; 2025Q1: 6,694 shares; 2025Q2: 6,418 shares; 2025Q3: 6,315 shares; 2025Q4: 6,773 shares; 2026Q1: 6,949 shares 6,949 $1.01M 0.18% +176 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,179 shares; 2024Q4: 16,793 shares; 2025Q1: 16,461 shares; 2025Q2: 16,604 shares; 2025Q3: 16,712 shares; 2025Q4: 14,229 shares; 2026Q1: 13,286 shares 13,286 $1M 0.17% -943 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: 5,608 shares; 2024Q4: 5,007 shares; 2025Q1: 4,995 shares; 2025Q2: 5,023 shares; 2025Q3: 4,860 shares; 2025Q4: 4,754 shares; 2026Q1: 4,620 shares 4,620 $987K 0.17% -134 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: 4,881 shares; 2024Q4: 4,898 shares; 2025Q1: 3,263 shares; 2025Q2: 3,170 shares; 2025Q3: 3,104 shares; 2025Q4: 2,955 shares; 2026Q1: 2,679 shares 2,679 $955K 0.17% -276 Timeline JPUS 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: 3,184 shares; 2024Q4: 3,764 shares; 2025Q1: 3,764 shares; 2025Q2: 4,878 shares; 2025Q3: 5,527 shares; 2025Q4: 4,865 shares; 2026Q1: 7,256 shares 7,256 $945K 0.16% +2,391 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: 18,835 shares; 2024Q4: 15,100 shares; 2025Q1: 15,010 shares; 2025Q2: 15,544 shares; 2025Q3: 15,431 shares; 2025Q4: 15,203 shares; 2026Q1: 15,125 shares 15,125 $935K 0.16% -78 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: 8,104 shares; 2024Q4: 17,650 shares; 2025Q1: 17,137 shares; 2025Q2: 13,980 shares; 2025Q3: 13,390 shares; 2025Q4: 14,841 shares; 2026Q1: 15,555 shares 15,555 $926K 0.16% +714 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: 19,130 shares; 2024Q4: 18,958 shares; 2025Q1: 18,786 shares; 2025Q2: 18,652 shares; 2025Q3: 17,947 shares; 2025Q4: 17,029 shares; 2026Q1: 11,412 shares 11,412 $914K 0.16% -5,617 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: 12,075 shares; 2024Q4: 11,754 shares; 2025Q1: 11,109 shares; 2025Q2: 9,830 shares; 2025Q3: 9,230 shares; 2025Q4: 8,291 shares; 2026Q1: 8,774 shares 8,774 $897K 0.16% +483 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: 2,520 shares; 2024Q4: 2,526 shares; 2025Q1: 4,086 shares; 2025Q2: 4,057 shares; 2025Q3: 4,372 shares; 2025Q4: 4,251 shares; 2026Q1: 4,552 shares 4,552 $893K 0.16% +301 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: 11,644 shares; 2024Q4: 11,046 shares; 2025Q1: 10,057 shares; 2025Q2: 10,059 shares; 2025Q3: 8,212 shares; 2025Q4: 8,326 shares; 2026Q1: 8,307 shares 8,307 $854K 0.15% -19 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 29,542 shares 29,542 $852K 0.15% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 3,628 shares; 2025Q1: 4,133 shares; 2025Q2: 3,740 shares; 2025Q3: 3,991 shares; 2025Q4: 6,591 shares; 2026Q1: 7,072 shares 7,072 $839K 0.15% +481 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 11,744 shares; 2025Q4: 13,785 shares; 2026Q1: 14,664 shares 14,664 $820K 0.14% +879 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: 6,980 shares; 2024Q4: 8,927 shares; 2025Q1: 9,475 shares; 2025Q2: 7,612 shares; 2025Q3: 7,248 shares; 2025Q4: 6,022 shares; 2026Q1: 5,566 shares 5,566 $819K 0.14% -456 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,731 shares; 2025Q1: 1,621 shares; 2025Q2: 1,560 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,400 shares 1,400 $808K 0.14% -109 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 7,394 shares; 2025Q1: 7,394 shares; 2025Q2: 7,409 shares; 2025Q3: 7,468 shares; 2025Q4: 7,918 shares; 2026Q1: 14,890 shares 14,890 $795K 0.14% +6,972 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: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,481 shares; 2025Q2: 1,815 shares; 2025Q3: 1,610 shares; 2025Q4: 2,488 shares; 2026Q1: 2,420 shares 2,420 $776K 0.13% -68 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: 8,753 shares; 2024Q4: 6,339 shares; 2025Q1: 5,947 shares; 2025Q2: 6,109 shares; 2025Q3: 6,125 shares; 2025Q4: 5,600 shares; 2026Q1: 5,592 shares 5,592 $761K 0.13% -8 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: 27,893 shares; 2024Q4: 23,893 shares; 2025Q1: 22,293 shares; 2025Q2: 14,633 shares; 2025Q3: 11,583 shares; 2025Q4: 28,306 shares; 2026Q1: 31,046 shares 31,046 $758K 0.13% +2,740 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: 6,928 shares; 2024Q4: 7,106 shares; 2025Q1: 7,074 shares; 2025Q2: 5,067 shares; 2025Q3: 5,702 shares; 2025Q4: 7,731 shares; 2026Q1: 7,836 shares 7,836 $756K 0.13% +105 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: 7,741 shares; 2024Q4: 7,615 shares; 2025Q1: 7,551 shares; 2025Q2: 7,733 shares; 2025Q3: 7,663 shares; 2025Q4: 7,500 shares; 2026Q1: 7,294 shares 7,294 $749K 0.13% -206 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,692 shares; 2025Q1: 13,232 shares; 2025Q2: 35,565 shares; 2025Q3: 46,504 shares; 2025Q4: 38,139 shares; 2026Q1: 38,793 shares 38,793 $743K 0.13% +654 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: 10,220 shares; 2024Q4: 7,428 shares; 2025Q1: 6,070 shares; 2025Q2: 5,776 shares; 2025Q3: 5,412 shares; 2025Q4: 5,364 shares; 2026Q1: 5,447 shares 5,447 $719K 0.12% +83 Timeline TLT 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: 9,213 shares; 2026Q1: 8,275 shares 8,275 $717K 0.12% -938 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: 2,629 shares; 2024Q4: 2,413 shares; 2025Q1: 2,284 shares; 2025Q2: 2,273 shares; 2025Q3: 2,186 shares; 2025Q4: 2,172 shares; 2026Q1: 2,160 shares 2,160 $710K 0.12% -12 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 9,156 shares; 2026Q1: 14,089 shares 14,089 $696K 0.12% +4,933 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: 4,738 shares; 2024Q4: 5,553 shares; 2025Q1: 5,443 shares; 2025Q2: 4,109 shares; 2025Q3: 3,878 shares; 2025Q4: 4,615 shares; 2026Q1: 4,700 shares 4,700 $689K 0.12% +85 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: 2,593 shares; 2024Q4: 2,642 shares; 2025Q1: 2,268 shares; 2025Q2: 2,225 shares; 2025Q3: 1,752 shares; 2025Q4: 1,455 shares; 2026Q1: 1,134 shares 1,134 $685K 0.12% -321 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: 5,679 shares; 2024Q4: 5,961 shares; 2025Q1: 5,628 shares; 2025Q2: 4,613 shares; 2025Q3: 4,163 shares; 2025Q4: 3,692 shares; 2026Q1: 2,516 shares 2,516 $681K 0.12% -1,176 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,822 shares; 2026Q1: 4,445 shares 4,445 $648K 0.11% +623 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: 3,016 shares; 2024Q4: 3,029 shares; 2025Q1: 2,591 shares; 2025Q2: 2,305 shares; 2025Q3: 2,277 shares; 2025Q4: 1,862 shares; 2026Q1: 1,914 shares 1,914 $647K 0.11% +52 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW 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: 39,918 shares 39,918 $641K 0.11% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,439 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,704 shares; 2026Q1: 2,118 shares 2,118 $641K 0.11% +414 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,683 shares; 2024Q4: 19,365 shares; 2025Q1: 19,365 shares; 2025Q2: 18,396 shares; 2025Q3: 11,718 shares; 2025Q4: 11,518 shares; 2026Q1: 12,522 shares 12,522 $634K 0.11% +1,004 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: 4,841 shares; 2024Q4: 4,391 shares; 2025Q1: 4,390 shares; 2025Q2: 5,921 shares; 2025Q3: 6,326 shares; 2025Q4: 13,066 shares; 2026Q1: 13,796 shares 13,796 $633K 0.11% +730 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: not reported; 2024Q4: 2,981 shares; 2025Q1: 4,334 shares; 2025Q2: 4,736 shares; 2025Q3: 4,988 shares; 2025Q4: 5,374 shares; 2026Q1: 5,427 shares 5,427 $616K 0.11% +53 Timeline IWV 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: 1,070 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 992 shares; 2025Q3: 957 shares; 2025Q4: 1,583 shares; 2026Q1: 1,632 shares 1,632 $605K 0.11% +49 Timeline JQUA 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: 9,014 shares; 2024Q4: 9,088 shares; 2025Q1: 8,663 shares; 2025Q2: 9,684 shares; 2025Q3: 9,927 shares; 2025Q4: 9,864 shares; 2026Q1: 9,853 shares 9,853 $604K 0.11% -11 Timeline BBJP 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: 7,880 shares; 2026Q1: 8,705 shares 8,705 $600K 0.1% +825 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,725 shares 1,725 $583K 0.1% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 824 shares 824 $579K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,099 shares; 2025Q4: 8,555 shares; 2026Q1: 8,942 shares 8,942 $573K 0.1% +387 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 13,015 shares; 2025Q1: 12,918 shares; 2025Q2: 12,118 shares; 2025Q3: 12,009 shares; 2025Q4: 11,838 shares; 2026Q1: 11,658 shares 11,658 $570K 0.1% -180 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 18,112 shares; 2025Q1: 18,371 shares; 2025Q2: 14,254 shares; 2025Q3: 27,303 shares; 2025Q4: 25,152 shares; 2026Q1: 24,763 shares 24,763 $567K 0.1% -389 Timeline JMOM 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: 8,753 shares; 2024Q4: 8,830 shares; 2025Q1: 8,364 shares; 2025Q2: 8,364 shares; 2025Q3: 8,174 shares; 2025Q4: 7,801 shares; 2026Q1: 8,335 shares 8,335 $566K 0.1% +534 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,812 shares; 2025Q3: 1,676 shares; 2025Q4: 1,893 shares; 2026Q1: 1,982 shares 1,982 $562K 0.1% +89 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,024 shares; 2025Q2: 4,144 shares; 2025Q3: 4,220 shares; 2025Q4: 5,001 shares; 2026Q1: 5,920 shares 5,920 $558K 0.1% +919 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 1,872 shares; 2025Q1: 1,662 shares; 2025Q2: 2,307 shares; 2025Q3: 2,380 shares; 2025Q4: 2,944 shares; 2026Q1: 2,949 shares 2,949 $545K 0.09% +5 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,364 shares; 2025Q1: 21,113 shares; 2025Q2: 21,616 shares; 2025Q3: 25,247 shares; 2025Q4: 15,997 shares; 2026Q1: 17,654 shares 17,654 $532K 0.09% +1,657 Timeline SJNK 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: 8,180 shares; 2026Q1: 21,125 shares 21,125 $528K 0.09% +12,945 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS 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: 12,879 shares 12,879 $519K 0.09% new 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: 3,767 shares; 2024Q4: 3,538 shares; 2025Q1: 3,294 shares; 2025Q2: 3,935 shares; 2025Q3: 3,792 shares; 2025Q4: 3,795 shares; 2026Q1: 3,910 shares 3,910 $517K 0.09% +115 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567 shares; 2025Q4: not reported; 2026Q1: 4,175 shares 4,175 $513K 0.09% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 366 shares 366 $505K 0.09% new Timeline SPTM 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: 9,324 shares; 2024Q4: 9,767 shares; 2025Q1: 7,338 shares; 2025Q2: 6,649 shares; 2025Q3: 6,587 shares; 2025Q4: 6,454 shares; 2026Q1: 6,331 shares 6,331 $501K 0.09% -123 Timeline AXTI AXT INC More: the full row for AXT 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: 8,779 shares 8,779 $500K 0.09% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: 281 shares 281 $486K 0.08% +98 Timeline IGM 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: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,069 shares 4,069 $482K 0.08% -41 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 15,469 shares; 2025Q1: 13,725 shares; 2025Q2: 10,447 shares; 2025Q3: 7,788 shares; 2025Q4: 6,372 shares; 2026Q1: 4,968 shares 4,968 $480K 0.08% -1,404 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 6,502 shares; 2025Q1: 6,014 shares; 2025Q2: 6,237 shares; 2025Q3: 5,994 shares; 2025Q4: 5,822 shares; 2026Q1: 5,853 shares 5,853 $479K 0.08% +31 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,578 shares; 2026Q1: 4,026 shares 4,026 $478K 0.08% +448 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: 7,005 shares; 2025Q4: 10,647 shares; 2026Q1: 13,165 shares 13,165 $473K 0.08% +2,518 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: not reported; 2025Q4: 7,814 shares; 2026Q1: 9,177 shares 9,177 $465K 0.08% +1,363 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 778 shares; 2025Q4: not reported; 2026Q1: 854 shares 854 $462K 0.08% new 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: not reported; 2024Q4: 8,589 shares; 2025Q1: 8,129 shares; 2025Q2: 7,769 shares; 2025Q3: 7,715 shares; 2025Q4: 5,175 shares; 2026Q1: 5,235 shares 5,235 $462K 0.08% +60 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 2,408 shares; 2025Q3: 2,248 shares; 2025Q4: 2,269 shares; 2026Q1: 2,190 shares 2,190 $458K 0.08% -79 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,507 shares; 2024Q4: 46,662 shares; 2025Q1: 44,502 shares; 2025Q2: 44,402 shares; 2025Q3: 44,402 shares; 2025Q4: 44,402 shares; 2026Q1: 43,907 shares 43,907 $452K 0.08% -495 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: 4,230 shares; 2025Q4: not reported; 2026Q1: 8,488 shares 8,488 $452K 0.08% new Timeline STIP 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: 8,078 shares; 2025Q1: 12,114 shares; 2025Q2: 12,696 shares; 2025Q3: 20,260 shares; 2025Q4: 6,780 shares; 2026Q1: 4,327 shares 4,327 $448K 0.08% -2,453 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: 2,105 shares; 2024Q4: 2,125 shares; 2025Q1: 2,218 shares; 2025Q2: 2,268 shares; 2025Q3: 2,249 shares; 2025Q4: 2,230 shares; 2026Q1: 2,706 shares 2,706 $447K 0.08% +476 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: 5,498 shares; 2024Q4: 5,041 shares; 2025Q1: 4,947 shares; 2025Q2: 4,828 shares; 2025Q3: 4,838 shares; 2025Q4: 5,280 shares; 2026Q1: 5,134 shares 5,134 $445K 0.08% -146 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,071 shares; 2025Q3: 12,342 shares; 2025Q4: 13,354 shares; 2026Q1: 14,260 shares 14,260 $443K 0.08% +906 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,814 shares 1,814 $440K 0.08% +64 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: 6,439 shares; 2024Q4: 6,579 shares; 2025Q1: 6,093 shares; 2025Q2: 6,111 shares; 2025Q3: 5,886 shares; 2025Q4: 5,353 shares; 2026Q1: 4,744 shares 4,744 $440K 0.08% -609 Timeline IDV 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: 8,640 shares; 2025Q1: 8,789 shares; 2025Q2: 10,225 shares; 2025Q3: 6,400 shares; 2025Q4: 6,508 shares; 2026Q1: 10,317 shares 10,317 $439K 0.08% +3,809 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 6,480 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 5,930 shares; 2025Q4: 5,930 shares; 2026Q1: 5,956 shares 5,956 $435K 0.08% +26 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG 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: 14,697 shares; 2025Q3: 16,496 shares; 2025Q4: 11,553 shares; 2026Q1: 13,322 shares 13,322 $429K 0.07% +1,769 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: 2,796 shares; 2024Q4: 2,650 shares; 2025Q1: 4,525 shares; 2025Q2: 4,603 shares; 2025Q3: 4,506 shares; 2025Q4: 4,356 shares; 2026Q1: 4,399 shares 4,399 $427K 0.07% +43 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: not reported; 2026Q1: 2,843 shares 2,843 $416K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: not reported; 2026Q1: 1,134 shares 1,134 $413K 0.07% new Timeline CRBN 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: 2,476 shares; 2024Q4: 2,201 shares; 2025Q1: 2,135 shares; 2025Q2: 2,076 shares; 2025Q3: 1,945 shares; 2025Q4: 1,897 shares; 2026Q1: 1,812 shares 1,812 $404K 0.07% -85 Timeline EWA 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: 9,081 shares; 2025Q4: 10,022 shares; 2026Q1: 14,428 shares 14,428 $401K 0.07% +4,406 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: 931 shares; 2024Q4: 858 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 670 shares 670 $400K 0.07% -28 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 17,011 shares 17,011 $400K 0.07% new Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC 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: not reported; 2025Q3: 14,216 shares; 2025Q4: not reported; 2026Q1: 26,487 shares 26,487 $396K 0.07% new 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: 4,232 shares; 2024Q4: 4,717 shares; 2025Q1: 4,876 shares; 2025Q2: 5,750 shares; 2025Q3: 5,457 shares; 2025Q4: 5,256 shares; 2026Q1: 5,176 shares 5,176 $396K 0.07% -80 Timeline HDEF DBX ETF TR More: the full row for DBX 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: 15,708 shares; 2025Q3: 10,526 shares; 2025Q4: 12,337 shares; 2026Q1: 12,169 shares 12,169 $394K 0.07% -168 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,087 shares; 2025Q4: 2,942 shares; 2026Q1: 2,895 shares 2,895 $392K 0.07% -47 Timeline EWP 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: 8,028 shares; 2025Q2: 8,328 shares; 2025Q3: 8,014 shares; 2025Q4: 7,629 shares; 2026Q1: 7,185 shares 7,185 $390K 0.07% -444 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,185 shares 8,185 $384K 0.07% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,171 shares; 2025Q1: 5,171 shares; 2025Q2: 5,171 shares; 2025Q3: 5,092 shares; 2025Q4: 5,115 shares; 2026Q1: 5,040 shares 5,040 $382K 0.07% -75 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,945 shares; 2025Q1: 5,421 shares; 2025Q2: 5,106 shares; 2025Q3: 4,794 shares; 2025Q4: 4,097 shares; 2026Q1: 4,356 shares 4,356 $376K 0.07% +259 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 788 shares 788 $373K 0.06% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 2,098 shares; 2025Q4: not reported; 2026Q1: 3,384 shares 3,384 $371K 0.06% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,097 shares; 2025Q1: 6,286 shares; 2025Q2: 6,085 shares; 2025Q3: 5,951 shares; 2025Q4: 4,152 shares; 2026Q1: 3,931 shares 3,931 $367K 0.06% -221 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: 6,071 shares; 2024Q4: 6,243 shares; 2025Q1: 7,301 shares; 2025Q2: 7,683 shares; 2025Q3: 7,066 shares; 2025Q4: 7,010 shares; 2026Q1: 6,932 shares 6,932 $364K 0.06% -78 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,157 shares 15,157 $360K 0.06% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,891 shares 4,891 $359K 0.06% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,581 shares; 2024Q4: 150,227 shares; 2025Q1: 126,305 shares; 2025Q2: 125,899 shares; 2025Q3: 109,260 shares; 2025Q4: 69,949 shares; 2026Q1: 63,774 shares 63,774 $354K 0.06% -6,175 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: 2,292 shares; 2025Q2: 1,550 shares; 2025Q3: 3,089 shares; 2025Q4: 1,417 shares; 2026Q1: 1,428 shares 1,428 $353K 0.06% +11 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,562 shares; 2024Q4: 6,563 shares; 2025Q1: 7,029 shares; 2025Q2: 8,165 shares; 2025Q3: 7,914 shares; 2025Q4: 3,255 shares; 2026Q1: 2,802 shares 2,802 $342K 0.06% -453 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 5,550 shares; 2025Q1: 5,265 shares; 2025Q2: 5,498 shares; 2025Q3: 5,076 shares; 2025Q4: 5,902 shares; 2026Q1: 7,074 shares 7,074 $340K 0.06% +1,172 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,887 shares; 2026Q1: 4,023 shares 4,023 $340K 0.06% +136 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,441 shares; 2025Q1: 1,360 shares; 2025Q2: 1,334 shares; 2025Q3: 1,334 shares; 2025Q4: 1,334 shares; 2026Q1: 1,489 shares 1,489 $324K 0.06% +155 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,897 shares; 2026Q1: 11,377 shares 11,377 $319K 0.06% +480 Timeline AIA 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: 2,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,571 shares; 2026Q1: 3,001 shares 3,001 $319K 0.06% +430 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: 10,279 shares; 2024Q4: 12,291 shares; 2025Q1: 12,025 shares; 2025Q2: 10,824 shares; 2025Q3: 11,119 shares; 2025Q4: 10,879 shares; 2026Q1: 7,843 shares 7,843 $315K 0.05% -3,036 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,078 shares; 2024Q4: 57,253 shares; 2025Q1: 43,243 shares; 2025Q2: 43,243 shares; 2025Q3: 38,403 shares; 2025Q4: 29,246 shares; 2026Q1: 29,246 shares 29,246 $314K 0.05% 0 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: 731 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 702 shares; 2025Q4: 742 shares; 2026Q1: 718 shares 718 $314K 0.05% -24 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 3,511 shares; 2025Q1: 3,307 shares; 2025Q2: 3,257 shares; 2025Q3: 4,182 shares; 2025Q4: 3,668 shares; 2026Q1: 3,218 shares 3,218 $307K 0.05% -450 Timeline TOTL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,365 shares; 2026Q1: 7,494 shares 7,494 $298K 0.05% +129 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: 923 shares; 2024Q4: 952 shares; 2025Q1: 938 shares; 2025Q2: 934 shares; 2025Q3: 929 shares; 2025Q4: 891 shares; 2026Q1: 952 shares 952 $296K 0.05% +61 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,289 shares; 2025Q3: 4,170 shares; 2025Q4: 2,223 shares; 2026Q1: 2,166 shares 2,166 $292K 0.05% -57 Timeline PHDG 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: 106,831 shares; 2024Q4: 116,164 shares; 2025Q1: 115,210 shares; 2025Q2: 86,051 shares; 2025Q3: 26,586 shares; 2025Q4: 9,616 shares; 2026Q1: 7,508 shares 7,508 $284K 0.05% -2,108 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,117 shares; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 1,001 shares; 2026Q1: 1,135 shares 1,135 $281K 0.05% +134 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,983 shares; 2025Q1: 3,725 shares; 2025Q2: 3,069 shares; 2025Q3: 3,382 shares; 2025Q4: 2,392 shares; 2026Q1: 2,392 shares 2,392 $281K 0.05% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 12,904 shares; 2025Q1: 11,681 shares; 2025Q2: 10,530 shares; 2025Q3: 7,969 shares; 2025Q4: 7,029 shares; 2026Q1: 7,041 shares 7,041 $281K 0.05% +12 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: 16,879 shares; 2024Q4: 12,187 shares; 2025Q1: 11,670 shares; 2025Q2: 11,697 shares; 2025Q3: 11,293 shares; 2025Q4: 5,823 shares; 2026Q1: 5,796 shares 5,796 $279K 0.05% -27 Timeline BKV BKV CORP More: the full row for BKV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,783 shares 9,783 $279K 0.05% new 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: 1,016 shares; 2024Q4: 1,022 shares; 2025Q1: 1,011 shares; 2025Q2: 1,019 shares; 2025Q3: 1,013 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $279K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,696 shares; 2024Q4: 3,772 shares; 2025Q1: 3,069 shares; 2025Q2: 1,807 shares; 2025Q3: 1,496 shares; 2025Q4: 1,865 shares; 2026Q1: 1,402 shares 1,402 $278K 0.05% -463 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,403 shares; 2026Q1: 1,397 shares 1,397 $276K 0.05% -6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,608 shares; 2025Q1: 3,945 shares; 2025Q2: 3,965 shares; 2025Q3: 3,986 shares; 2025Q4: 4,005 shares; 2026Q1: 4,165 shares 4,165 $275K 0.05% +160 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,240 shares 3,240 $274K 0.05% new 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: 3,203 shares; 2024Q4: 3,163 shares; 2025Q1: 3,151 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares 2,181 $271K 0.05% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,959 shares; 2024Q4: 60,699 shares; 2025Q1: 73,393 shares; 2025Q2: 71,339 shares; 2025Q3: 66,171 shares; 2025Q4: 30,695 shares; 2026Q1: 29,080 shares 29,080 $266K 0.05% -1,615 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,377 shares; 2026Q1: 10,346 shares 10,346 $260K 0.05% -31 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: not reported; 2026Q1: 453 shares 453 $259K 0.05% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,136 shares; 2026Q1: 4,408 shares 4,408 $250K 0.04% +272 Timeline DON 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: 8,898 shares; 2024Q4: 8,077 shares; 2025Q1: 8,381 shares; 2025Q2: 7,109 shares; 2025Q3: 5,973 shares; 2025Q4: 4,820 shares; 2026Q1: 4,754 shares 4,754 $250K 0.04% -66 Timeline FTMH 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: 21,515 shares; 2026Q1: 21,515 shares 21,515 $248K 0.04% 0 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 19,931 shares; 2026Q1: 21,291 shares 21,291 $244K 0.04% +1,360 Timeline USHY 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: 6,405 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,355 shares; 2025Q4: 6,354 shares; 2026Q1: 6,619 shares 6,619 $244K 0.04% +265 Timeline QYLD 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: 74,588 shares; 2024Q4: 85,381 shares; 2025Q1: 57,894 shares; 2025Q2: 38,563 shares; 2025Q3: 43,453 shares; 2025Q4: 17,500 shares; 2026Q1: 14,037 shares 14,037 $241K 0.04% -3,463 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 779 shares 779 $237K 0.04% +29 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,510 shares; 2025Q4: 1,300 shares; 2026Q1: 920 shares 920 $237K 0.04% -380 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 16,023 shares; 2025Q1: 13,868 shares; 2025Q2: 12,048 shares; 2025Q3: 12,048 shares; 2025Q4: 12,048 shares; 2026Q1: 12,115 shares 12,115 $236K 0.04% +67 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: 3,857 shares; 2024Q4: 2,852 shares; 2025Q1: 2,568 shares; 2025Q2: 2,263 shares; 2025Q3: 2,519 shares; 2025Q4: 2,240 shares; 2026Q1: 1,822 shares 1,822 $233K 0.04% -418 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 2,622 shares; 2025Q4: not reported; 2026Q1: 5,131 shares 5,131 $232K 0.04% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 16,812 shares; 2025Q1: 15,646 shares; 2025Q2: 7,612 shares; 2025Q3: 5,558 shares; 2025Q4: 4,874 shares; 2026Q1: 4,692 shares 4,692 $232K 0.04% -182 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: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $225K 0.04% 0 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: 4,661 shares; 2024Q4: 4,639 shares; 2025Q1: 4,641 shares; 2025Q2: 3,900 shares; 2025Q3: 3,734 shares; 2025Q4: 2,572 shares; 2026Q1: 2,489 shares 2,489 $221K 0.04% -83 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: 5,772 shares; 2024Q4: 5,376 shares; 2025Q1: 3,732 shares; 2025Q2: 1,963 shares; 2025Q3: 1,343 shares; 2025Q4: 1,159 shares; 2026Q1: 1,162 shares 1,162 $220K 0.04% +3 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 2,617 shares; 2025Q1: 2,458 shares; 2025Q2: 2,263 shares; 2025Q3: 2,099 shares; 2025Q4: 1,114 shares; 2026Q1: 1,078 shares 1,078 $212K 0.04% -36 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,528 shares 11,528 $212K 0.04% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares 557 $212K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 987 shares 987 $211K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,275 shares 1,275 $210K 0.04% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,578 shares 1,578 $210K 0.04% -197 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,378 shares; 2026Q1: 3,114 shares 3,114 $209K 0.04% -8,264 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: 2,936 shares; 2024Q4: 2,282 shares; 2025Q1: 1,213 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $204K 0.04% new 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: 7,058 shares; 2024Q4: 10,912 shares; 2025Q1: 12,979 shares; 2025Q2: 6,938 shares; 2025Q3: 6,395 shares; 2025Q4: 4,941 shares; 2026Q1: 4,003 shares 4,003 $204K 0.04% -938 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,069 shares 4,069 $203K 0.04% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares 232 $201K 0.03% new Timeline