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: 753,572 shares; 2024Q4: 740,786 shares; 2025Q1: 731,511 shares; 2025Q2: 699,582 shares; 2025Q3: 678,668 shares; 2025Q4: 638,218 shares; 2026Q1: 621,500 shares 621,500 $158M 9.52% -16,718 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: 215,977 shares; 2024Q4: 214,815 shares; 2025Q1: 219,776 shares; 2025Q2: 214,618 shares; 2025Q3: 214,474 shares; 2025Q4: 204,557 shares; 2026Q1: 201,256 shares 201,256 $57.9M 3.49% -3,301 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: 159,800 shares; 2024Q4: 159,109 shares; 2025Q1: 159,708 shares; 2025Q2: 155,996 shares; 2025Q3: 155,202 shares; 2025Q4: 150,681 shares; 2026Q1: 149,414 shares 149,414 $55.3M 3.34% -1,267 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: 465,504 shares; 2024Q4: 469,909 shares; 2025Q1: 487,893 shares; 2025Q2: 506,634 shares; 2025Q3: 529,964 shares; 2025Q4: 545,249 shares; 2026Q1: 543,247 shares 543,247 $54.3M 3.28% -2,002 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 268,785 shares; 2025Q1: 660,425 shares; 2025Q2: 743,105 shares; 2025Q3: 807,675 shares; 2025Q4: 816,217 shares; 2026Q1: 838,252 shares 838,252 $49.1M 2.96% +22,035 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: 185,936 shares; 2024Q4: 183,208 shares; 2025Q1: 179,842 shares; 2025Q2: 173,693 shares; 2025Q3: 171,125 shares; 2025Q4: 162,855 shares; 2026Q1: 160,444 shares 160,444 $34.9M 2.11% -2,411 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: 135,029 shares; 2024Q4: 133,270 shares; 2025Q1: 130,423 shares; 2025Q2: 126,848 shares; 2025Q3: 125,529 shares; 2025Q4: 119,676 shares; 2026Q1: 117,013 shares 117,013 $34.4M 2.08% -2,663 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: 1,002,393 shares; 2024Q4: 982,190 shares; 2025Q1: 980,340 shares; 2025Q2: 950,038 shares; 2025Q3: 946,185 shares; 2025Q4: 775,730 shares; 2026Q1: 774,162 shares 774,162 $30.9M 1.86% -1,568 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: 108,570 shares; 2024Q4: 107,627 shares; 2025Q1: 106,356 shares; 2025Q2: 104,704 shares; 2025Q3: 103,741 shares; 2025Q4: 98,687 shares; 2026Q1: 98,147 shares 98,147 $29.7M 1.79% -540 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: 155,530 shares; 2024Q4: 154,630 shares; 2025Q1: 154,783 shares; 2025Q2: 153,910 shares; 2025Q3: 153,243 shares; 2025Q4: 147,845 shares; 2026Q1: 147,633 shares 147,633 $28.5M 1.72% -212 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: 250,415 shares; 2024Q4: 245,526 shares; 2025Q1: 240,300 shares; 2025Q2: 234,338 shares; 2025Q3: 232,263 shares; 2025Q4: 226,442 shares; 2026Q1: 218,459 shares 218,459 $27.2M 1.64% -7,983 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,106 shares; 2024Q4: 150,109 shares; 2025Q1: 148,279 shares; 2025Q2: 145,900 shares; 2025Q3: 144,811 shares; 2025Q4: 138,530 shares; 2026Q1: 134,228 shares 134,228 $26.6M 1.61% -4,302 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: 134,326 shares; 2024Q4: 135,105 shares; 2025Q1: 134,318 shares; 2025Q2: 136,310 shares; 2025Q3: 136,904 shares; 2025Q4: 137,941 shares; 2026Q1: 141,871 shares 141,871 $24.1M 1.45% +3,930 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: 155,796 shares; 2024Q4: 156,901 shares; 2025Q1: 155,419 shares; 2025Q2: 150,440 shares; 2025Q3: 150,496 shares; 2025Q4: 145,285 shares; 2026Q1: 142,621 shares 142,621 $22.8M 1.37% -2,664 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: 225,003 shares; 2024Q4: 195,701 shares; 2025Q1: 192,972 shares; 2025Q2: 190,453 shares; 2025Q3: 185,971 shares; 2025Q4: 176,348 shares; 2026Q1: 170,770 shares 170,770 $22.5M 1.36% -5,578 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: 97,785 shares; 2024Q4: 95,416 shares; 2025Q1: 93,232 shares; 2025Q2: 91,307 shares; 2025Q3: 90,795 shares; 2025Q4: 88,475 shares; 2026Q1: 89,379 shares 89,379 $21.8M 1.32% +904 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,117 shares; 2024Q4: 25,696 shares; 2025Q1: 25,199 shares; 2025Q2: 23,905 shares; 2025Q3: 23,579 shares; 2025Q4: 22,010 shares; 2026Q1: 21,685 shares 21,685 $21.6M 1.3% -325 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,667 shares; 2024Q4: 86,281 shares; 2025Q1: 86,281 shares; 2025Q2: 86,281 shares; 2025Q3: 86,281 shares; 2025Q4: 86,281 shares; 2026Q1: 86,281 shares 86,281 $21.5M 1.3% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,876 shares; 2024Q4: 85,468 shares; 2025Q1: 84,717 shares; 2025Q2: 80,669 shares; 2025Q3: 80,079 shares; 2025Q4: 76,923 shares; 2026Q1: 74,656 shares 74,656 $21.4M 1.29% -2,267 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,009 shares; 2024Q4: 67,284 shares; 2025Q1: 67,034 shares; 2025Q2: 59,170 shares; 2025Q3: 62,591 shares; 2025Q4: 62,900 shares; 2026Q1: 62,121 shares 62,121 $19.8M 1.19% -779 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: 4,328 shares; 2024Q4: 4,559 shares; 2025Q1: 5,565 shares; 2025Q2: 21,950 shares; 2025Q3: 29,318 shares; 2025Q4: 36,841 shares; 2026Q1: 44,288 shares 44,288 $19.1M 1.15% +7,447 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328,264 shares; 2024Q4: 321,715 shares; 2025Q1: 319,120 shares; 2025Q2: 338,414 shares; 2025Q3: 369,729 shares; 2025Q4: 370,314 shares; 2026Q1: 368,049 shares 368,049 $18.6M 1.12% -2,265 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: 131,483 shares; 2024Q4: 191,528 shares; 2025Q1: 195,650 shares; 2025Q2: 187,751 shares; 2025Q3: 194,276 shares; 2025Q4: 207,776 shares; 2026Q1: 210,476 shares 210,476 $16.7M 1.01% +2,700 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: 417,037 shares; 2024Q4: 425,304 shares; 2025Q1: 424,382 shares; 2025Q2: 394,432 shares; 2025Q3: 332,449 shares; 2025Q4: 302,698 shares; 2026Q1: 276,071 shares 276,071 $15.6M 0.94% -26,627 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,878 shares; 2025Q1: 21,328 shares; 2025Q2: 27,288 shares; 2025Q3: 46,293 shares; 2025Q4: 62,941 shares; 2026Q1: 65,046 shares 65,046 $15.4M 0.93% +2,105 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,281 shares; 2024Q4: 373,615 shares; 2025Q1: 370,551 shares; 2025Q2: 360,614 shares; 2025Q3: 358,610 shares; 2025Q4: 338,016 shares; 2026Q1: 333,919 shares 333,919 $15.1M 0.91% -4,097 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,086 shares; 2024Q4: 208,909 shares; 2025Q1: 216,754 shares; 2025Q2: 216,619 shares; 2025Q3: 215,861 shares; 2025Q4: 195,921 shares; 2026Q1: 195,854 shares 195,854 $14.2M 0.86% -67 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: 164,210 shares; 2024Q4: 160,503 shares; 2025Q1: 159,078 shares; 2025Q2: 150,692 shares; 2025Q3: 147,381 shares; 2025Q4: 140,518 shares; 2026Q1: 136,916 shares 136,916 $14.1M 0.85% -3,602 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: 16,270 shares; 2024Q4: 16,275 shares; 2025Q1: 16,919 shares; 2025Q2: 16,732 shares; 2025Q3: 16,276 shares; 2025Q4: 15,364 shares; 2026Q1: 15,238 shares 15,238 $14M 0.85% -126 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: 21,824 shares; 2024Q4: 21,943 shares; 2025Q1: 22,313 shares; 2025Q2: 23,032 shares; 2025Q3: 23,113 shares; 2025Q4: 21,219 shares; 2026Q1: 21,423 shares 21,423 $13.9M 0.84% +204 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,347 shares; 2025Q2: 251,207 shares; 2025Q3: 268,095 shares; 2025Q4: 262,612 shares; 2026Q1: 263,192 shares 263,192 $13.8M 0.83% +580 Timeline IYF 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: 123,515 shares; 2024Q4: 119,610 shares; 2025Q1: 118,391 shares; 2025Q2: 117,472 shares; 2025Q3: 116,682 shares; 2025Q4: 117,282 shares; 2026Q1: 116,943 shares 116,943 $13.8M 0.83% -339 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,837 shares; 2024Q4: 256,639 shares; 2025Q1: 276,909 shares; 2025Q2: 257,719 shares; 2025Q3: 252,238 shares; 2025Q4: 244,071 shares; 2026Q1: 211,965 shares 211,965 $13.5M 0.82% -32,106 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,384 shares; 2024Q4: 123,953 shares; 2025Q1: 162,311 shares; 2025Q2: 182,759 shares; 2025Q3: 226,689 shares; 2025Q4: 245,344 shares; 2026Q1: 267,037 shares 267,037 $13.2M 0.8% +21,693 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: 13,938 shares; 2024Q4: 15,074 shares; 2025Q1: 17,278 shares; 2025Q2: 17,287 shares; 2025Q3: 21,380 shares; 2025Q4: 21,381 shares; 2026Q1: 22,028 shares 22,028 $13.2M 0.79% +647 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: 221,418 shares; 2024Q4: 221,558 shares; 2025Q1: 210,348 shares; 2025Q2: 207,789 shares; 2025Q3: 200,391 shares; 2025Q4: 171,376 shares; 2026Q1: 171,931 shares 171,931 $13.1M 0.79% +555 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: 181,530 shares; 2024Q4: 171,942 shares; 2025Q1: 159,635 shares; 2025Q2: 155,390 shares; 2025Q3: 149,125 shares; 2025Q4: 141,655 shares; 2026Q1: 139,478 shares 139,478 $13M 0.78% -2,177 Timeline KRE 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: 81,236 shares; 2024Q4: 146,100 shares; 2025Q1: 165,262 shares; 2025Q2: 169,347 shares; 2025Q3: 186,533 shares; 2025Q4: 193,038 shares; 2026Q1: 198,009 shares 198,009 $12.9M 0.78% +4,971 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: 37,838 shares; 2024Q4: 39,285 shares; 2025Q1: 41,742 shares; 2025Q2: 42,927 shares; 2025Q3: 47,318 shares; 2025Q4: 46,693 shares; 2026Q1: 59,579 shares 59,579 $12.4M 0.75% +12,886 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: 39,407 shares; 2024Q4: 40,277 shares; 2025Q1: 41,008 shares; 2025Q2: 51,901 shares; 2025Q3: 52,589 shares; 2025Q4: 48,021 shares; 2026Q1: 44,990 shares 44,990 $12.2M 0.73% -3,031 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,646 shares; 2024Q4: 124,510 shares; 2025Q1: 120,050 shares; 2025Q2: 110,616 shares; 2025Q3: 109,188 shares; 2025Q4: 101,425 shares; 2026Q1: 100,070 shares 100,070 $12M 0.73% -1,355 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: 179,220 shares; 2025Q3: 232,800 shares; 2025Q4: 252,540 shares; 2026Q1: 272,380 shares 272,380 $11.1M 0.67% +19,840 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: 109,135 shares; 2024Q4: 108,639 shares; 2025Q1: 107,790 shares; 2025Q2: 106,936 shares; 2025Q3: 103,589 shares; 2025Q4: 96,597 shares; 2026Q1: 91,888 shares 91,888 $10.8M 0.65% -4,709 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: 60,109 shares; 2024Q4: 58,412 shares; 2025Q1: 57,522 shares; 2025Q2: 55,991 shares; 2025Q3: 52,728 shares; 2025Q4: 50,954 shares; 2026Q1: 50,755 shares 50,755 $10.5M 0.63% -199 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,015 shares; 2024Q4: 190,093 shares; 2025Q1: 187,062 shares; 2025Q2: 172,485 shares; 2025Q3: 165,051 shares; 2025Q4: 147,213 shares; 2026Q1: 146,429 shares 146,429 $10.4M 0.63% -784 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,168 shares; 2024Q4: 105,973 shares; 2025Q1: 106,511 shares; 2025Q2: 106,724 shares; 2025Q3: 107,001 shares; 2025Q4: 106,436 shares; 2026Q1: 109,488 shares 109,488 $10.3M 0.62% +3,052 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,935 shares; 2024Q4: 57,221 shares; 2025Q1: 56,267 shares; 2025Q2: 54,856 shares; 2025Q3: 52,656 shares; 2025Q4: 49,414 shares; 2026Q1: 47,110 shares 47,110 $9.15M 0.55% -2,304 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,195 shares; 2026Q1: 76,784 shares 76,784 $9.11M 0.55% +15,589 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,904 shares; 2024Q4: 154,180 shares; 2025Q1: 148,761 shares; 2025Q2: 133,993 shares; 2025Q3: 123,764 shares; 2025Q4: 116,823 shares; 2026Q1: 111,546 shares 111,546 $8.93M 0.54% -5,277 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: 179,474 shares; 2024Q4: 173,678 shares; 2025Q1: 167,636 shares; 2025Q2: 124,433 shares; 2025Q3: 122,624 shares; 2025Q4: 115,604 shares; 2026Q1: 114,269 shares 114,269 $8.87M 0.54% -1,335 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: 26,709 shares; 2024Q4: 26,379 shares; 2025Q1: 26,439 shares; 2025Q2: 26,191 shares; 2025Q3: 26,123 shares; 2025Q4: 25,912 shares; 2026Q1: 26,519 shares 26,519 $8.72M 0.53% +607 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: 42,583 shares; 2024Q4: 42,688 shares; 2025Q1: 42,019 shares; 2025Q2: 41,180 shares; 2025Q3: 40,307 shares; 2025Q4: 38,134 shares; 2026Q1: 37,924 shares 37,924 $8.57M 0.52% -210 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: 36,610 shares; 2024Q4: 34,564 shares; 2025Q1: 34,639 shares; 2025Q2: 31,280 shares; 2025Q3: 30,824 shares; 2025Q4: 29,308 shares; 2026Q1: 27,931 shares 27,931 $8.49M 0.51% -1,377 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,032 shares; 2024Q4: 18,228 shares; 2025Q1: 17,772 shares; 2025Q2: 16,797 shares; 2025Q3: 15,639 shares; 2025Q4: 14,784 shares; 2026Q1: 19,292 shares 19,292 $8.34M 0.5% +4,508 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,637 shares; 2025Q4: 196,270 shares; 2026Q1: 181,795 shares 181,795 $8.23M 0.5% -14,475 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: 7,808 shares; 2024Q4: 8,708 shares; 2025Q1: 9,250 shares; 2025Q2: 9,510 shares; 2025Q3: 9,027 shares; 2025Q4: 7,940 shares; 2026Q1: 20,091 shares 20,091 $7.84M 0.47% +12,151 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: 64,835 shares; 2024Q4: 63,606 shares; 2025Q1: 63,112 shares; 2025Q2: 62,895 shares; 2025Q3: 62,014 shares; 2025Q4: 58,191 shares; 2026Q1: 59,748 shares 59,748 $7.82M 0.47% +1,557 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: 56,347 shares; 2024Q4: 55,791 shares; 2025Q1: 53,609 shares; 2025Q2: 45,720 shares; 2025Q3: 45,441 shares; 2025Q4: 40,212 shares; 2026Q1: 37,820 shares 37,820 $7.69M 0.46% -2,392 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: not reported; 2024Q4: not reported; 2025Q1: 4,309 shares; 2025Q2: 42,339 shares; 2025Q3: 54,544 shares; 2025Q4: 63,582 shares; 2026Q1: 78,908 shares 78,908 $7.66M 0.46% +15,326 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,315 shares; 2024Q4: 190,426 shares; 2025Q1: 185,556 shares; 2025Q2: 136,434 shares; 2025Q3: 130,112 shares; 2025Q4: 119,407 shares; 2026Q1: 115,332 shares 115,332 $7.6M 0.46% -4,075 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: 57,279 shares; 2024Q4: 56,878 shares; 2025Q1: 55,987 shares; 2025Q2: 53,787 shares; 2025Q3: 51,080 shares; 2025Q4: 49,569 shares; 2026Q1: 48,892 shares 48,892 $7.59M 0.46% -677 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,669 shares; 2024Q4: 34,596 shares; 2025Q1: 35,891 shares; 2025Q2: 36,588 shares; 2025Q3: 37,260 shares; 2025Q4: 43,640 shares; 2026Q1: 43,484 shares 43,484 $7.58M 0.46% -156 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,603 shares; 2024Q4: 23,963 shares; 2025Q1: 25,048 shares; 2025Q2: 30,778 shares; 2025Q3: 32,528 shares; 2025Q4: 35,100 shares; 2026Q1: 37,357 shares 37,357 $7.44M 0.45% +2,257 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: not reported; 2024Q4: not reported; 2025Q1: 13,175 shares; 2025Q2: 44,950 shares; 2025Q3: 65,325 shares; 2025Q4: 74,925 shares; 2026Q1: 77,325 shares 77,325 $7.14M 0.43% +2,400 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 5,794 shares; 2025Q1: 5,577 shares; 2025Q2: 80,378 shares; 2025Q3: 79,513 shares; 2025Q4: 76,328 shares; 2026Q1: 75,533 shares 75,533 $6.97M 0.42% -795 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: 74,862 shares; 2024Q4: 71,346 shares; 2025Q1: 69,924 shares; 2025Q2: 67,312 shares; 2025Q3: 65,524 shares; 2025Q4: 63,386 shares; 2026Q1: 53,958 shares 53,958 $6.95M 0.42% -9,428 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: 24,322 shares; 2024Q4: 24,113 shares; 2025Q1: 24,134 shares; 2025Q2: 24,138 shares; 2025Q3: 25,195 shares; 2025Q4: 50,721 shares; 2026Q1: 51,905 shares 51,905 $6.9M 0.42% +1,184 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: 34,759 shares; 2024Q4: 40,038 shares; 2025Q1: 42,472 shares; 2025Q2: 45,976 shares; 2025Q3: 56,940 shares; 2025Q4: 87,438 shares; 2026Q1: 83,352 shares 83,352 $6.88M 0.42% -4,086 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: 82,073 shares; 2024Q4: 78,248 shares; 2025Q1: 76,801 shares; 2025Q2: 72,472 shares; 2025Q3: 71,056 shares; 2025Q4: 66,294 shares; 2026Q1: 64,944 shares 64,944 $6.67M 0.4% -1,350 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: 43,709 shares; 2024Q4: 44,507 shares; 2025Q1: 45,269 shares; 2025Q2: 44,319 shares; 2025Q3: 44,136 shares; 2025Q4: 45,277 shares; 2026Q1: 45,162 shares 45,162 $6.62M 0.4% -115 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: 14,380 shares; 2024Q4: 14,307 shares; 2025Q1: 14,209 shares; 2025Q2: 13,540 shares; 2025Q3: 13,436 shares; 2025Q4: 13,407 shares; 2026Q1: 13,379 shares 13,379 $6.33M 0.38% -28 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,877 shares; 2024Q4: 29,717 shares; 2025Q1: 34,102 shares; 2025Q2: 36,127 shares; 2025Q3: 36,202 shares; 2025Q4: 36,107 shares; 2026Q1: 36,160 shares 36,160 $5.85M 0.35% +53 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: 23,875 shares; 2024Q4: 23,729 shares; 2025Q1: 23,269 shares; 2025Q2: 23,287 shares; 2025Q3: 24,765 shares; 2025Q4: 24,255 shares; 2026Q1: 23,930 shares 23,930 $5.65M 0.34% -325 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: 3,651 shares; 2024Q4: 3,862 shares; 2025Q1: 4,038 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,358 shares; 2026Q1: 6,417 shares 6,417 $5.6M 0.34% +59 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: 20,457 shares; 2024Q4: 20,298 shares; 2025Q1: 20,238 shares; 2025Q2: 19,645 shares; 2025Q3: 19,605 shares; 2025Q4: 18,915 shares; 2026Q1: 19,034 shares 19,034 $5.46M 0.33% +119 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,060 shares; 2024Q4: 107,580 shares; 2025Q1: 99,970 shares; 2025Q2: 99,100 shares; 2025Q3: 96,945 shares; 2025Q4: 95,789 shares; 2026Q1: 91,294 shares 91,294 $5.37M 0.32% -4,495 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 16,451 shares; 2025Q1: 24,411 shares; 2025Q2: 66,904 shares; 2025Q3: 107,219 shares; 2025Q4: 118,624 shares; 2026Q1: 114,434 shares 114,434 $5.36M 0.32% -4,190 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: 4,119 shares; 2024Q4: 4,122 shares; 2025Q1: 4,096 shares; 2025Q2: 4,097 shares; 2025Q3: 8,353 shares; 2025Q4: 8,140 shares; 2026Q1: 8,123 shares 8,123 $5.31M 0.32% -17 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: 21,135 shares; 2024Q4: 20,790 shares; 2025Q1: 21,211 shares; 2025Q2: 19,020 shares; 2025Q3: 19,176 shares; 2025Q4: 18,926 shares; 2026Q1: 16,505 shares 16,505 $5.11M 0.31% -2,421 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: 19,081 shares; 2025Q3: 25,881 shares; 2025Q4: 29,131 shares; 2026Q1: 57,387 shares 57,387 $4.85M 0.29% +28,256 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,069 shares; 2024Q4: 27,595 shares; 2025Q1: 27,740 shares; 2025Q2: 28,760 shares; 2025Q3: 28,505 shares; 2025Q4: 27,155 shares; 2026Q1: 26,206 shares 26,206 $4.72M 0.29% -949 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: 48,264 shares; 2024Q4: 46,978 shares; 2025Q1: 46,608 shares; 2025Q2: 43,058 shares; 2025Q3: 42,108 shares; 2025Q4: 40,908 shares; 2026Q1: 40,709 shares 40,709 $4.62M 0.28% -199 Timeline ITA 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: 5,197 shares; 2024Q4: 5,397 shares; 2025Q1: 7,057 shares; 2025Q2: 10,705 shares; 2025Q3: 16,469 shares; 2025Q4: 19,637 shares; 2026Q1: 20,283 shares 20,283 $4.44M 0.27% +646 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: 18,330 shares; 2024Q4: 17,693 shares; 2025Q1: 17,651 shares; 2025Q2: 21,410 shares; 2025Q3: 20,415 shares; 2025Q4: 19,435 shares; 2026Q1: 22,221 shares 22,221 $4.26M 0.26% +2,786 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: 12,520 shares; 2024Q4: 12,731 shares; 2025Q1: 13,000 shares; 2025Q2: 14,610 shares; 2025Q3: 14,710 shares; 2025Q4: 14,799 shares; 2026Q1: 14,919 shares 14,919 $4.23M 0.26% +120 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: 36,854 shares; 2024Q4: 36,174 shares; 2025Q1: 35,253 shares; 2025Q2: 30,636 shares; 2025Q3: 30,158 shares; 2025Q4: 25,359 shares; 2026Q1: 25,259 shares 25,259 $4.16M 0.25% -100 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: 14,284 shares; 2024Q4: 17,898 shares; 2025Q1: 17,601 shares; 2025Q2: 16,410 shares; 2025Q3: 15,653 shares; 2025Q4: 15,129 shares; 2026Q1: 16,624 shares 16,624 $4.12M 0.25% +1,495 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,738 shares; 2024Q4: 27,748 shares; 2025Q1: 27,816 shares; 2025Q2: 27,098 shares; 2025Q3: 25,827 shares; 2025Q4: 22,347 shares; 2026Q1: 16,281 shares 16,281 $3.96M 0.24% -6,066 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,396 shares; 2024Q4: 125,488 shares; 2025Q1: 128,592 shares; 2025Q2: 125,314 shares; 2025Q3: 126,269 shares; 2025Q4: 127,666 shares; 2026Q1: 135,080 shares 135,080 $3.93M 0.24% +7,414 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,241 shares; 2024Q4: 74,811 shares; 2025Q1: 77,958 shares; 2025Q2: 82,738 shares; 2025Q3: 82,751 shares; 2025Q4: 64,352 shares; 2026Q1: 60,615 shares 60,615 $3.81M 0.23% -3,737 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: 34,238 shares; 2024Q4: 29,374 shares; 2025Q1: 18,809 shares; 2025Q2: 11,258 shares; 2025Q3: 10,913 shares; 2025Q4: 24,996 shares; 2026Q1: 25,205 shares 25,205 $3.78M 0.23% +209 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: 95,316 shares; 2024Q4: 89,464 shares; 2025Q1: 87,316 shares; 2025Q2: 83,136 shares; 2025Q3: 81,476 shares; 2025Q4: 76,833 shares; 2026Q1: 76,810 shares 76,810 $3.74M 0.23% -23 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: 27,642 shares; 2024Q4: 27,987 shares; 2025Q1: 27,921 shares; 2025Q2: 27,777 shares; 2025Q3: 26,048 shares; 2025Q4: 24,927 shares; 2026Q1: 25,686 shares 25,686 $3.71M 0.22% +759 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,725 shares; 2025Q1: 4,188 shares; 2025Q2: 4,363 shares; 2025Q3: 4,393 shares; 2025Q4: 4,336 shares; 2026Q1: 4,291 shares 4,291 $3.63M 0.22% -45 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: 32,685 shares; 2024Q4: 30,060 shares; 2025Q1: 27,237 shares; 2025Q2: 24,385 shares; 2025Q3: 23,927 shares; 2025Q4: 23,694 shares; 2026Q1: 23,394 shares 23,394 $3.57M 0.22% -300 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: 8,615 shares; 2024Q4: 8,594 shares; 2025Q1: 8,554 shares; 2025Q2: 7,524 shares; 2025Q3: 7,476 shares; 2025Q4: 7,447 shares; 2026Q1: 7,340 shares 7,340 $3.52M 0.21% -107 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: 11,648 shares; 2024Q4: 11,113 shares; 2025Q1: 10,795 shares; 2025Q2: 10,770 shares; 2025Q3: 10,700 shares; 2025Q4: 10,499 shares; 2026Q1: 9,864 shares 9,864 $3.37M 0.2% -635 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: 8,063 shares; 2024Q4: 7,948 shares; 2025Q1: 7,923 shares; 2025Q2: 7,923 shares; 2025Q3: 7,940 shares; 2025Q4: 7,925 shares; 2026Q1: 8,781 shares 8,781 $3.14M 0.19% +856 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,260 shares; 2024Q4: 10,145 shares; 2025Q1: 10,031 shares; 2025Q2: 9,843 shares; 2025Q3: 9,089 shares; 2025Q4: 8,691 shares; 2026Q1: 8,587 shares 8,587 $3.06M 0.18% -104 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: not reported; 2024Q4: not reported; 2025Q1: 48,905 shares; 2025Q2: 44,832 shares; 2025Q3: 43,612 shares; 2025Q4: 41,537 shares; 2026Q1: 37,277 shares 37,277 $2.98M 0.18% -4,260 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: 20,141 shares; 2024Q4: 19,923 shares; 2025Q1: 18,648 shares; 2025Q2: 18,554 shares; 2025Q3: 18,498 shares; 2025Q4: 16,593 shares; 2026Q1: 16,363 shares 16,363 $2.98M 0.18% -230 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: 27,727 shares; 2024Q4: 27,359 shares; 2025Q1: 27,941 shares; 2025Q2: 33,046 shares; 2025Q3: 32,748 shares; 2025Q4: 65,032 shares; 2026Q1: 64,095 shares 64,095 $2.94M 0.18% -937 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: 19,555 shares; 2024Q4: 18,305 shares; 2025Q1: 18,475 shares; 2025Q2: 19,365 shares; 2025Q3: 21,239 shares; 2025Q4: 24,994 shares; 2026Q1: 68,500 shares 68,500 $2.92M 0.18% +43,506 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: 117,698 shares; 2024Q4: 109,658 shares; 2025Q1: 106,472 shares; 2025Q2: 101,127 shares; 2025Q3: 104,238 shares; 2025Q4: 102,828 shares; 2026Q1: 60,960 shares 60,960 $2.8M 0.17% -41,868 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: 1,932 shares; 2024Q4: 2,017 shares; 2025Q1: 2,003 shares; 2025Q2: 1,880 shares; 2025Q3: 2,018 shares; 2025Q4: 26,908 shares; 2026Q1: 29,076 shares 29,076 $2.8M 0.17% +2,168 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 5,637 shares; 2025Q1: 5,659 shares; 2025Q2: 5,465 shares; 2025Q3: 5,481 shares; 2025Q4: 5,478 shares; 2026Q1: 5,578 shares 5,578 $2.79M 0.17% +100 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: 8,882 shares; 2024Q4: 9,287 shares; 2025Q1: 9,305 shares; 2025Q2: 9,039 shares; 2025Q3: 8,905 shares; 2025Q4: 8,881 shares; 2026Q1: 8,817 shares 8,817 $2.74M 0.17% -64 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: 31,623 shares 31,623 $2.72M 0.16% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,650 shares; 2026Q1: 53,650 shares 53,650 $2.68M 0.16% +26,000 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: 14,050 shares; 2024Q4: 13,501 shares; 2025Q1: 13,501 shares; 2025Q2: 12,561 shares; 2025Q3: 12,404 shares; 2025Q4: 12,343 shares; 2026Q1: 12,253 shares 12,253 $2.68M 0.16% -90 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: 3,824 shares; 2024Q4: 3,924 shares; 2025Q1: 3,899 shares; 2025Q2: 3,760 shares; 2025Q3: 3,725 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares 3,712 $2.63M 0.16% 0 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: 3,223 shares; 2024Q4: 3,288 shares; 2025Q1: 3,428 shares; 2025Q2: 3,743 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares 3,833 $2.62M 0.16% 0 Timeline EWG 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: 44,175 shares; 2025Q3: 55,625 shares; 2025Q4: 59,775 shares; 2026Q1: 65,100 shares 65,100 $2.58M 0.16% +5,325 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,464 shares; 2024Q4: 22,551 shares; 2025Q1: 22,931 shares; 2025Q2: 21,166 shares; 2025Q3: 21,232 shares; 2025Q4: 41,203 shares; 2026Q1: 42,045 shares 42,045 $2.58M 0.16% +842 Timeline MBND 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: 135,430 shares; 2024Q4: 126,675 shares; 2025Q1: 124,675 shares; 2025Q2: 109,450 shares; 2025Q3: 92,850 shares; 2025Q4: 93,100 shares; 2026Q1: 92,850 shares 92,850 $2.52M 0.15% -250 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,492 shares; 2025Q1: 14,022 shares; 2025Q2: 14,927 shares; 2025Q3: 20,200 shares; 2025Q4: 22,480 shares; 2026Q1: 26,466 shares 26,466 $2.51M 0.15% +3,986 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: 17,463 shares; 2024Q4: 21,555 shares; 2025Q1: 26,460 shares; 2025Q2: 30,681 shares; 2025Q3: 33,411 shares; 2025Q4: 37,157 shares; 2026Q1: 40,648 shares 40,648 $2.51M 0.15% +3,491 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,953 shares; 2024Q4: 5,071 shares; 2025Q1: 5,156 shares; 2025Q2: 5,255 shares; 2025Q3: 5,428 shares; 2025Q4: 5,439 shares; 2026Q1: 5,649 shares 5,649 $2.47M 0.15% +210 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: 14,751 shares; 2024Q4: 15,897 shares; 2025Q1: 17,597 shares; 2025Q2: 17,597 shares; 2025Q3: 48,576 shares; 2025Q4: 48,576 shares; 2026Q1: 48,476 shares 48,476 $2.45M 0.15% -100 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: 24,334 shares; 2024Q4: 23,869 shares; 2025Q1: 23,908 shares; 2025Q2: 23,710 shares; 2025Q3: 23,399 shares; 2025Q4: 22,499 shares; 2026Q1: 22,059 shares 22,059 $2.45M 0.15% -440 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: 17,778 shares; 2024Q4: 17,628 shares; 2025Q1: 17,628 shares; 2025Q2: 17,628 shares; 2025Q3: 17,696 shares; 2025Q4: 17,796 shares; 2026Q1: 17,904 shares 17,904 $2.43M 0.15% +108 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,843 shares; 2025Q1: 4,011 shares; 2025Q2: 4,350 shares; 2025Q3: 3,759 shares; 2025Q4: 4,253 shares; 2026Q1: 4,037 shares 4,037 $2.33M 0.14% -216 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: 88,864 shares; 2024Q4: 84,439 shares; 2025Q1: 84,344 shares; 2025Q2: 84,203 shares; 2025Q3: 88,508 shares; 2025Q4: 88,183 shares; 2026Q1: 88,240 shares 88,240 $2.3M 0.14% +57 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,813 shares; 2024Q4: 27,018 shares; 2025Q1: 26,653 shares; 2025Q2: 26,383 shares; 2025Q3: 26,383 shares; 2025Q4: 26,755 shares; 2026Q1: 26,540 shares 26,540 $2.3M 0.14% -215 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: 8,297 shares; 2024Q4: 8,297 shares; 2025Q1: 8,297 shares; 2025Q2: 8,297 shares; 2025Q3: 8,297 shares; 2025Q4: 8,297 shares; 2026Q1: 8,297 shares 8,297 $2.26M 0.14% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,988 shares; 2024Q4: 19,241 shares; 2025Q1: 18,220 shares; 2025Q2: 16,067 shares; 2025Q3: 15,897 shares; 2025Q4: 15,457 shares; 2026Q1: 15,257 shares 15,257 $2.22M 0.13% -200 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,935 shares; 2024Q4: 20,899 shares; 2025Q1: 20,967 shares; 2025Q2: 20,881 shares; 2025Q3: 20,881 shares; 2025Q4: 20,834 shares; 2026Q1: 22,779 shares 22,779 $2.2M 0.13% +1,945 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,047 shares; 2025Q4: 11,047 shares; 2026Q1: 11,157 shares 11,157 $2.14M 0.13% +110 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,850 shares; 2024Q4: 255,638 shares; 2025Q1: 267,968 shares; 2025Q2: 253,523 shares; 2025Q3: 248,254 shares; 2025Q4: 244,960 shares; 2026Q1: 243,245 shares 243,245 $2.11M 0.13% -1,715 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,915 shares; 2024Q4: 55,490 shares; 2025Q1: 50,203 shares; 2025Q2: 34,212 shares; 2025Q3: 43,486 shares; 2025Q4: 45,149 shares; 2026Q1: 39,119 shares 39,119 $2.07M 0.12% -6,030 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: 14,704 shares; 2024Q4: 14,139 shares; 2025Q1: 12,521 shares; 2025Q2: 8,141 shares; 2025Q3: 7,912 shares; 2025Q4: 7,160 shares; 2026Q1: 7,225 shares 7,225 $1.92M 0.12% +65 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,789 shares; 2025Q4: 14,589 shares; 2026Q1: 16,180 shares 16,180 $1.86M 0.11% +1,591 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: 10,109 shares; 2024Q4: 10,005 shares; 2025Q1: 10,005 shares; 2025Q2: 9,805 shares; 2025Q3: 10,273 shares; 2025Q4: 10,273 shares; 2026Q1: 10,273 shares 10,273 $1.86M 0.11% 0 Timeline LDUR 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: 26,035 shares; 2024Q4: 23,227 shares; 2025Q1: 21,651 shares; 2025Q2: 20,248 shares; 2025Q3: 19,886 shares; 2025Q4: 20,031 shares; 2026Q1: 19,269 shares 19,269 $1.85M 0.11% -762 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,542 shares; 2024Q4: 30,842 shares; 2025Q1: 31,692 shares; 2025Q2: 33,446 shares; 2025Q3: 34,131 shares; 2025Q4: 35,166 shares; 2026Q1: 36,821 shares 36,821 $1.82M 0.11% +1,655 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,027 shares; 2025Q1: 7,862 shares; 2025Q2: 7,732 shares; 2025Q3: 19,044 shares; 2025Q4: 18,719 shares; 2026Q1: 18,694 shares 18,694 $1.81M 0.11% -25 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,143 shares; 2024Q4: 42,567 shares; 2025Q1: 37,777 shares; 2025Q2: 31,194 shares; 2025Q3: 30,489 shares; 2025Q4: 28,341 shares; 2026Q1: 27,177 shares 27,177 $1.81M 0.11% -1,164 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: 17,025 shares; 2024Q4: 17,025 shares; 2025Q1: 17,045 shares; 2025Q2: 16,055 shares; 2025Q3: 15,805 shares; 2025Q4: 15,080 shares; 2026Q1: 15,080 shares 15,080 $1.8M 0.11% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,731 shares; 2024Q4: 22,516 shares; 2025Q1: 22,516 shares; 2025Q2: 22,176 shares; 2025Q3: 21,976 shares; 2025Q4: 21,226 shares; 2026Q1: 21,226 shares 21,226 $1.76M 0.11% 0 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: 2,015 shares; 2024Q4: 2,087 shares; 2025Q1: 2,121 shares; 2025Q2: 2,224 shares; 2025Q3: 2,882 shares; 2025Q4: 2,896 shares; 2026Q1: 2,871 shares 2,871 $1.74M 0.1% -25 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,182 shares; 2024Q4: 80,994 shares; 2025Q1: 79,873 shares; 2025Q2: 64,093 shares; 2025Q3: 60,634 shares; 2025Q4: 57,681 shares; 2026Q1: 59,258 shares 59,258 $1.66M 0.1% +1,577 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: 15,828 shares; 2024Q4: 15,418 shares; 2025Q1: 15,076 shares; 2025Q2: 14,866 shares; 2025Q3: 14,404 shares; 2025Q4: 14,406 shares; 2026Q1: 14,031 shares 14,031 $1.66M 0.1% -375 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,230 shares; 2024Q4: 62,562 shares; 2025Q1: 55,760 shares; 2025Q2: 43,111 shares; 2025Q3: 39,736 shares; 2025Q4: 37,683 shares; 2026Q1: 37,583 shares 37,583 $1.66M 0.1% -100 Timeline SHV 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: 16,322 shares; 2025Q4: 14,964 shares; 2026Q1: 14,964 shares 14,964 $1.65M 0.1% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,101 shares; 2025Q3: 10,873 shares; 2025Q4: 10,848 shares; 2026Q1: 10,848 shares 10,848 $1.64M 0.1% 0 Timeline BILZ 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: 18,334 shares; 2024Q4: 19,065 shares; 2025Q1: 17,367 shares; 2025Q2: 20,280 shares; 2025Q3: 18,878 shares; 2025Q4: 16,564 shares; 2026Q1: 16,181 shares 16,181 $1.63M 0.1% -383 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: 6,605 shares; 2024Q4: 6,742 shares; 2025Q1: 6,801 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,688 shares; 2026Q1: 6,680 shares 6,680 $1.62M 0.1% -8 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: 6,225 shares; 2024Q4: 6,195 shares; 2025Q1: 6,631 shares; 2025Q2: 6,294 shares; 2025Q3: 6,224 shares; 2025Q4: 6,539 shares; 2026Q1: 6,579 shares 6,579 $1.59M 0.1% +40 Timeline IWL 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: 9,909 shares; 2025Q4: 9,909 shares; 2026Q1: 9,909 shares 9,909 $1.59M 0.1% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,778 shares; 2024Q4: 23,593 shares; 2025Q1: 22,311 shares; 2025Q2: 22,286 shares; 2025Q3: 22,217 shares; 2025Q4: 21,616 shares; 2026Q1: 21,423 shares 21,423 $1.55M 0.09% -193 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 9,685 shares; 2025Q1: 13,970 shares; 2025Q2: 12,930 shares; 2025Q3: 14,085 shares; 2025Q4: 14,285 shares; 2026Q1: 13,795 shares 13,795 $1.5M 0.09% -490 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,705 shares; 2025Q2: 8,430 shares; 2025Q3: 9,355 shares; 2025Q4: 9,355 shares; 2026Q1: 9,376 shares 9,376 $1.49M 0.09% +21 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: 20,567 shares; 2024Q4: 17,916 shares; 2025Q1: 17,531 shares; 2025Q2: 14,718 shares; 2025Q3: 14,173 shares; 2025Q4: 10,833 shares; 2026Q1: 10,939 shares 10,939 $1.45M 0.09% +106 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: 4,962 shares; 2024Q4: 5,109 shares; 2025Q1: 5,090 shares; 2025Q2: 5,040 shares; 2025Q3: 4,774 shares; 2025Q4: 4,728 shares; 2026Q1: 4,644 shares 4,644 $1.4M 0.08% -84 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 9,610 shares; 2025Q4: 9,610 shares; 2026Q1: 9,010 shares 9,010 $1.4M 0.08% -600 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 5,702 shares; 2026Q1: 5,792 shares 5,792 $1.39M 0.08% +90 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: 8,416 shares; 2024Q4: 8,306 shares; 2025Q1: 8,376 shares; 2025Q2: 8,376 shares; 2025Q3: 8,296 shares; 2025Q4: 8,466 shares; 2026Q1: 8,366 shares 8,366 $1.38M 0.08% -100 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 21,855 shares; 2025Q1: 30,647 shares; 2025Q2: 30,166 shares; 2025Q3: 32,832 shares; 2025Q4: 37,553 shares; 2026Q1: 36,815 shares 36,815 $1.35M 0.08% -738 Timeline IWY 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: 5,221 shares; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares 5,221 $1.3M 0.08% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 4,261 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares; 2026Q1: 3,922 shares 3,922 $1.28M 0.08% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 2,741 shares; 2026Q1: 2,641 shares 2,641 $1.25M 0.08% -100 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,206 shares; 2025Q1: 2,170 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares 2,167 $1.22M 0.07% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,136 shares; 2024Q4: 11,064 shares; 2025Q1: 10,692 shares; 2025Q2: 10,140 shares; 2025Q3: 10,090 shares; 2025Q4: 9,446 shares; 2026Q1: 9,286 shares 9,286 $1.22M 0.07% -160 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: 9,272 shares; 2024Q4: 9,739 shares; 2025Q1: 10,861 shares; 2025Q2: 10,587 shares; 2025Q3: 10,570 shares; 2025Q4: 9,544 shares; 2026Q1: 8,138 shares 8,138 $1.2M 0.07% -1,406 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,329 shares 3,329 $1.19M 0.07% +1 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: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,243 shares; 2025Q2: 2,793 shares; 2025Q3: 2,667 shares; 2025Q4: 2,467 shares; 2026Q1: 2,367 shares 2,367 $1.17M 0.07% -100 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,235 shares; 2025Q1: 1,385 shares; 2025Q2: 2,060 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 2,135 shares 2,135 $1.17M 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,930 shares; 2024Q4: 25,494 shares; 2025Q1: 24,110 shares; 2025Q2: 16,570 shares; 2025Q3: 16,294 shares; 2025Q4: 15,729 shares; 2026Q1: 15,729 shares 15,729 $1.17M 0.07% 0 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: 30,700 shares; 2024Q4: 30,850 shares; 2025Q1: 28,875 shares; 2025Q2: 28,650 shares; 2025Q3: 28,625 shares; 2025Q4: 22,246 shares; 2026Q1: 23,496 shares 23,496 $1.17M 0.07% +1,250 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares 8,750 $1.14M 0.07% 0 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: 2,078 shares; 2024Q4: 2,028 shares; 2025Q1: 1,986 shares; 2025Q2: 1,906 shares; 2025Q3: 2,033 shares; 2025Q4: 1,912 shares; 2026Q1: 1,954 shares 1,954 $1.12M 0.07% +42 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 14,150 shares; 2025Q1: 13,569 shares; 2025Q2: 13,521 shares; 2025Q3: 13,008 shares; 2025Q4: 12,410 shares; 2026Q1: 11,428 shares 11,428 $1.12M 0.07% -982 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: 7,450 shares; 2024Q4: 7,280 shares; 2025Q1: 6,950 shares; 2025Q2: 5,070 shares; 2025Q3: 17,220 shares; 2025Q4: 16,504 shares; 2026Q1: 16,469 shares 16,469 $1.11M 0.07% -35 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,012 shares; 2025Q1: 3,213 shares; 2025Q2: 3,125 shares; 2025Q3: 2,978 shares; 2025Q4: 3,200 shares; 2026Q1: 3,146 shares 3,146 $1.11M 0.07% -54 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,298 shares; 2024Q4: 15,772 shares; 2025Q1: 14,838 shares; 2025Q2: 10,384 shares; 2025Q3: 10,334 shares; 2025Q4: 10,177 shares; 2026Q1: 11,362 shares 11,362 $1.1M 0.07% +1,185 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: 78,279 shares; 2024Q4: 71,551 shares; 2025Q1: 68,319 shares; 2025Q2: 42,208 shares; 2025Q3: 19,049 shares; 2025Q4: 16,357 shares; 2026Q1: 17,860 shares 17,860 $1.08M 0.07% +1,503 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: 8,939 shares; 2024Q4: 11,539 shares; 2025Q1: 11,603 shares; 2025Q2: 11,853 shares; 2025Q3: 11,790 shares; 2025Q4: 12,501 shares; 2026Q1: 12,466 shares 12,466 $1.08M 0.07% -35 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: 17,442 shares; 2024Q4: 13,837 shares; 2025Q1: 13,087 shares; 2025Q2: 11,663 shares; 2025Q3: 11,363 shares; 2025Q4: 9,391 shares; 2026Q1: 7,851 shares 7,851 $1.07M 0.06% -1,540 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: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $1.07M 0.06% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,367 shares; 2024Q4: 10,134 shares; 2025Q1: 10,199 shares; 2025Q2: 8,282 shares; 2025Q3: 8,222 shares; 2025Q4: 7,488 shares; 2026Q1: 6,973 shares 6,973 $1.07M 0.06% -515 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: 18,224 shares; 2024Q4: 18,124 shares; 2025Q1: 18,124 shares; 2025Q2: 18,124 shares; 2025Q3: 18,124 shares; 2025Q4: 17,976 shares; 2026Q1: 18,626 shares 18,626 $1.05M 0.06% +650 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 5,548 shares; 2025Q1: 5,343 shares; 2025Q2: 5,243 shares; 2025Q3: 5,264 shares; 2025Q4: 5,129 shares; 2026Q1: 4,979 shares 4,979 $1.01M 0.06% -150 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: 46,865 shares; 2024Q4: 40,144 shares; 2025Q1: 39,087 shares; 2025Q2: 27,835 shares; 2025Q3: 22,341 shares; 2025Q4: 20,524 shares; 2026Q1: 20,012 shares 20,012 $1M 0.06% -512 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares 6,080 $984K 0.06% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 4,465 shares; 2025Q1: 4,468 shares; 2025Q2: 4,735 shares; 2025Q3: 4,530 shares; 2025Q4: 4,536 shares; 2026Q1: 4,539 shares 4,539 $976K 0.06% +3 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: 7,295 shares; 2024Q4: 7,250 shares; 2025Q1: 7,510 shares; 2025Q2: 7,698 shares; 2025Q3: 7,459 shares; 2025Q4: 7,372 shares; 2026Q1: 7,009 shares 7,009 $951K 0.06% -363 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: 12,215 shares; 2024Q4: 12,010 shares; 2025Q1: 11,610 shares; 2025Q2: 11,099 shares; 2025Q3: 11,054 shares; 2025Q4: 9,799 shares; 2026Q1: 9,799 shares 9,799 $945K 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 1,625 shares; 2025Q1: 1,657 shares; 2025Q2: 2,751 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,751 shares 2,751 $930K 0.06% -100 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: 12,297 shares; 2024Q4: 11,875 shares; 2025Q1: 12,049 shares; 2025Q2: 12,049 shares; 2025Q3: 11,599 shares; 2025Q4: 12,899 shares; 2026Q1: 13,984 shares 13,984 $923K 0.06% +1,085 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares 5,040 $919K 0.06% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares 9,400 $914K 0.06% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,272 shares; 2025Q1: 6,967 shares; 2025Q2: 3,943 shares; 2025Q3: 2,460 shares; 2025Q4: 1,760 shares; 2026Q1: 1,735 shares 1,735 $907K 0.05% -25 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,700 shares; 2025Q1: 3,731 shares; 2025Q2: 2,388 shares; 2025Q3: 2,376 shares; 2025Q4: 2,464 shares; 2026Q1: 2,417 shares 2,417 $898K 0.05% -47 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,049 shares; 2024Q4: 14,167 shares; 2025Q1: 14,113 shares; 2025Q2: 13,639 shares; 2025Q3: 12,482 shares; 2025Q4: 11,876 shares; 2026Q1: 11,877 shares 11,877 $869K 0.05% +1 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 6,952 shares; 2025Q1: 7,318 shares; 2025Q2: 10,737 shares; 2025Q3: 10,581 shares; 2025Q4: 12,374 shares; 2026Q1: 12,182 shares 12,182 $867K 0.05% -192 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: 11,095 shares; 2024Q4: 11,050 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 11,087 shares; 2025Q4: 11,787 shares; 2026Q1: 11,787 shares 11,787 $858K 0.05% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 6,139 shares; 2025Q1: 5,745 shares; 2025Q2: 5,487 shares; 2025Q3: 5,597 shares; 2025Q4: 4,037 shares; 2026Q1: 4,037 shares 4,037 $848K 0.05% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,321 shares; 2024Q4: 16,376 shares; 2025Q1: 15,931 shares; 2025Q2: 14,049 shares; 2025Q3: 13,610 shares; 2025Q4: 13,250 shares; 2026Q1: 11,275 shares 11,275 $839K 0.05% -1,975 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,247 shares; 2026Q1: 2,247 shares 2,247 $833K 0.05% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,847 shares; 2025Q2: 5,697 shares; 2025Q3: 4,197 shares; 2025Q4: 4,182 shares; 2026Q1: 4,082 shares 4,082 $832K 0.05% -100 Timeline IYY 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: 5,107 shares; 2025Q4: 5,107 shares; 2026Q1: 5,107 shares 5,107 $809K 0.05% 0 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: 13,592 shares; 2024Q4: 13,342 shares; 2025Q1: 13,202 shares; 2025Q2: 13,077 shares; 2025Q3: 11,077 shares; 2025Q4: 11,077 shares; 2026Q1: 11,077 shares 11,077 $809K 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,957 shares; 2025Q1: 2,927 shares; 2025Q2: 2,814 shares; 2025Q3: 2,827 shares; 2025Q4: 2,827 shares; 2026Q1: 2,729 shares 2,729 $793K 0.05% -98 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,061 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares 2,880 $793K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,797 shares; 2024Q4: 157,666 shares; 2025Q1: 155,928 shares; 2025Q2: 137,876 shares; 2025Q3: 124,240 shares; 2025Q4: 34,250 shares; 2026Q1: 17,329 shares 17,329 $784K 0.05% -16,921 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: 18,428 shares; 2024Q4: 12,990 shares; 2025Q1: 11,120 shares; 2025Q2: 9,195 shares; 2025Q3: 7,620 shares; 2025Q4: 7,440 shares; 2026Q1: 7,340 shares 7,340 $782K 0.05% -100 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: 9,545 shares; 2024Q4: 9,710 shares; 2025Q1: 9,710 shares; 2025Q2: 9,740 shares; 2025Q3: 9,725 shares; 2025Q4: 9,225 shares; 2026Q1: 8,575 shares 8,575 $756K 0.05% -650 Timeline SMH 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: 17,229 shares; 2024Q4: 16,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares 1,962 $752K 0.05% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,544 shares; 2024Q4: 75,354 shares; 2025Q1: 72,586 shares; 2025Q2: 72,586 shares; 2025Q3: 69,625 shares; 2025Q4: 63,000 shares; 2026Q1: 50,500 shares 50,500 $748K 0.05% -12,500 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares 9,400 $738K 0.04% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $719K 0.04% 0 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,451 shares; 2025Q1: 7,394 shares; 2025Q2: 7,107 shares; 2025Q3: 7,606 shares; 2025Q4: 8,966 shares; 2026Q1: 8,966 shares 8,966 $714K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,829 shares; 2024Q4: 9,759 shares; 2025Q1: 9,609 shares; 2025Q2: 6,074 shares; 2025Q3: 5,924 shares; 2025Q4: 5,924 shares; 2026Q1: 5,784 shares 5,784 $701K 0.04% -140 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,155 shares; 2025Q1: 6,556 shares; 2025Q2: 5,661 shares; 2025Q3: 5,826 shares; 2025Q4: 5,826 shares; 2026Q1: 5,475 shares 5,475 $699K 0.04% -351 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 980 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares 984 $687K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 2,073 shares; 2025Q1: 2,075 shares; 2025Q2: 2,016 shares; 2025Q3: 2,028 shares; 2025Q4: 1,984 shares; 2026Q1: 1,985 shares 1,985 $681K 0.04% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 17,929 shares; 2025Q1: 17,852 shares; 2025Q2: 17,816 shares; 2025Q3: 17,878 shares; 2025Q4: 19,978 shares; 2026Q1: 19,941 shares 19,941 $669K 0.04% -37 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,813 shares 6,813 $667K 0.04% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,445 shares; 2025Q2: 2,131 shares; 2025Q3: 2,178 shares; 2025Q4: 2,105 shares; 2026Q1: 2,077 shares 2,077 $666K 0.04% -28 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,136 shares; 2025Q4: 4,090 shares; 2026Q1: 4,510 shares 4,510 $665K 0.04% +420 Timeline XLRE 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: 12,177 shares; 2024Q4: 12,727 shares; 2025Q1: 12,897 shares; 2025Q2: 11,634 shares; 2025Q3: 16,099 shares; 2025Q4: 16,099 shares; 2026Q1: 15,799 shares 15,799 $645K 0.04% -300 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: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares 1,493 $637K 0.04% 0 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: 2,320 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,159 shares; 2025Q3: 6,772 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares 6,747 $626K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 34,838 shares; 2025Q1: 34,966 shares; 2025Q2: 33,349 shares; 2025Q3: 31,488 shares; 2025Q4: 19,964 shares; 2026Q1: 20,169 shares 20,169 $619K 0.04% +205 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,238 shares; 2025Q2: 20,499 shares; 2025Q3: 28,318 shares; 2025Q4: 26,666 shares; 2026Q1: 15,907 shares 15,907 $611K 0.04% -10,759 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: 6,720 shares; 2024Q4: 6,703 shares; 2025Q1: 6,583 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,158 shares; 2026Q1: 6,397 shares 6,397 $611K 0.04% +239 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: 10,191 shares; 2024Q4: 10,193 shares; 2025Q1: 10,498 shares; 2025Q2: 10,898 shares; 2025Q3: 10,603 shares; 2025Q4: 10,603 shares; 2026Q1: 11,033 shares 11,033 $597K 0.04% +430 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares 6,222 $594K 0.04% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,324 shares; 2024Q4: 10,194 shares; 2025Q1: 9,049 shares; 2025Q2: 5,200 shares; 2025Q3: 4,586 shares; 2025Q4: 4,113 shares; 2026Q1: 3,038 shares 3,038 $593K 0.04% -1,075 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: 2,956 shares; 2024Q4: 3,148 shares; 2025Q1: 2,991 shares; 2025Q2: 2,932 shares; 2025Q3: 4,759 shares; 2025Q4: 4,753 shares; 2026Q1: 4,627 shares 4,627 $575K 0.03% -126 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,990 shares; 2024Q4: 23,362 shares; 2025Q1: 19,639 shares; 2025Q2: 19,099 shares; 2025Q3: 17,744 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares 10,444 $550K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,273 shares; 2025Q1: 7,831 shares; 2025Q2: 6,987 shares; 2025Q3: 6,950 shares; 2025Q4: 6,492 shares; 2026Q1: 6,435 shares 6,435 $548K 0.03% -57 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: 16,990 shares; 2024Q4: 17,115 shares; 2025Q1: 17,193 shares; 2025Q2: 16,570 shares; 2025Q3: 14,230 shares; 2025Q4: 14,357 shares; 2026Q1: 14,471 shares 14,471 $548K 0.03% +114 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly 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: 44,301 shares; 2026Q1: 48,267 shares 48,267 $538K 0.03% +3,966 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955 $519K 0.03% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,920 shares; 2025Q4: 10,335 shares; 2026Q1: 10,450 shares 10,450 $506K 0.03% +115 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 16,734 shares; 2025Q1: 18,447 shares; 2025Q2: 18,429 shares; 2025Q3: 17,229 shares; 2025Q4: 19,109 shares; 2026Q1: 19,326 shares 19,326 $496K 0.03% +217 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 13,963 shares; 2025Q1: 12,913 shares; 2025Q2: 11,718 shares; 2025Q3: 11,718 shares; 2025Q4: 11,068 shares; 2026Q1: 10,760 shares 10,760 $485K 0.03% -308 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 8,935 shares; 2025Q1: 8,935 shares; 2025Q2: 8,970 shares; 2025Q3: 8,970 shares; 2025Q4: 8,970 shares; 2026Q1: 8,970 shares 8,970 $483K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,818 shares; 2025Q1: 4,910 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares 5,160 $480K 0.03% 0 Timeline IYR 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: 2,040 shares; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 2,203 shares; 2025Q3: 4,272 shares; 2025Q4: 4,247 shares; 2026Q1: 5,047 shares 5,047 $477K 0.03% +800 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,257 shares; 2025Q3: 4,234 shares; 2025Q4: 4,291 shares; 2026Q1: 4,191 shares 4,191 $474K 0.03% -100 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,933 shares; 2024Q4: 67,773 shares; 2025Q1: 48,668 shares; 2025Q2: 27,474 shares; 2025Q3: 25,784 shares; 2025Q4: 18,747 shares; 2026Q1: 16,496 shares 16,496 $474K 0.03% -2,251 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: 17,820 shares; 2024Q4: 17,720 shares; 2025Q1: 17,921 shares; 2025Q2: 18,044 shares; 2025Q3: 15,560 shares; 2025Q4: 16,420 shares; 2026Q1: 16,213 shares 16,213 $470K 0.03% -207 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 6,417 shares; 2026Q1: 6,646 shares 6,646 $464K 0.03% +229 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,508 shares; 2025Q4: 1,583 shares; 2026Q1: 1,648 shares 1,648 $460K 0.03% +65 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: 7,430 shares; 2026Q1: 5,981 shares 5,981 $456K 0.03% -1,449 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,622 shares; 2025Q4: 1,670 shares; 2026Q1: 1,671 shares 1,671 $455K 0.03% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,208 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares 1,523 $444K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares; 2026Q1: 4,885 shares 4,885 $442K 0.03% +24 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares 1,532 $440K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,495 shares; 2024Q4: 60,677 shares; 2025Q1: 46,885 shares; 2025Q2: 33,500 shares; 2025Q3: 22,725 shares; 2025Q4: 23,547 shares; 2026Q1: 17,837 shares 17,837 $436K 0.03% -5,710 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: 2,392 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares 2,204 $432K 0.03% 0 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: 1,774 shares; 2024Q4: 1,796 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,760 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares 1,744 $431K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,533 shares; 2024Q4: 8,264 shares; 2025Q1: 8,146 shares; 2025Q2: 8,117 shares; 2025Q3: 7,991 shares; 2025Q4: 7,700 shares; 2026Q1: 7,422 shares 7,422 $428K 0.03% -278 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,572 shares; 2025Q1: 19,398 shares; 2025Q2: 20,210 shares; 2025Q3: 16,130 shares; 2025Q4: 13,771 shares; 2026Q1: 14,652 shares 14,652 $427K 0.03% +881 Timeline FNDX 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: 5,606 shares; 2024Q4: 16,818 shares; 2025Q1: 18,042 shares; 2025Q2: 17,717 shares; 2025Q3: 15,017 shares; 2025Q4: 15,017 shares; 2026Q1: 15,017 shares 15,017 $418K 0.03% 0 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: 6,786 shares; 2024Q4: 6,555 shares; 2025Q1: 6,564 shares; 2025Q2: 6,580 shares; 2025Q3: 6,367 shares; 2025Q4: 5,585 shares; 2026Q1: 4,204 shares 4,204 $417K 0.03% -1,381 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,967 shares; 2025Q1: 4,857 shares; 2025Q2: 4,757 shares; 2025Q3: 4,408 shares; 2025Q4: 4,313 shares; 2026Q1: 4,238 shares 4,238 $417K 0.03% -75 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 4,070 shares; 2026Q1: 4,070 shares 4,070 $416K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,541 shares; 2025Q1: 3,470 shares; 2025Q2: 3,470 shares; 2025Q3: 3,401 shares; 2025Q4: 3,784 shares; 2026Q1: 3,770 shares 3,770 $414K 0.02% -14 Timeline IWN 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: 2,275 shares; 2024Q4: 2,276 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,101 shares; 2025Q4: 2,052 shares; 2026Q1: 2,152 shares 2,152 $408K 0.02% +100 Timeline IYT 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: 5,400 shares; 2024Q4: 5,535 shares; 2025Q1: 5,535 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $403K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 941 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $401K 0.02% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 6,001 shares; 2025Q1: 4,612 shares; 2025Q2: 4,594 shares; 2025Q3: 3,840 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $401K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 6,170 shares; 2025Q1: 5,901 shares; 2025Q2: 5,264 shares; 2025Q3: 3,644 shares; 2025Q4: 2,274 shares; 2026Q1: 2,232 shares 2,232 $385K 0.02% -42 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: 18,825 shares; 2024Q4: 16,532 shares; 2025Q1: 15,567 shares; 2025Q2: 10,927 shares; 2025Q3: 6,710 shares; 2025Q4: 6,560 shares; 2026Q1: 6,766 shares 6,766 $384K 0.02% +206 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,295 shares; 2025Q4: 7,295 shares; 2026Q1: 7,295 shares 7,295 $383K 0.02% 0 Timeline IEZ 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: 20,915 shares; 2025Q1: 33,445 shares; 2025Q2: 31,720 shares; 2025Q3: 20,455 shares; 2025Q4: 14,020 shares; 2026Q1: 12,990 shares 12,990 $376K 0.02% -1,030 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 2,207 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,958 shares 1,958 $375K 0.02% -26 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,967 shares; 2025Q1: 4,867 shares; 2025Q2: 3,959 shares; 2025Q3: 4,008 shares; 2025Q4: 4,159 shares; 2026Q1: 4,086 shares 4,086 $366K 0.02% -73 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 8,563 shares; 2025Q1: 8,558 shares; 2025Q2: 8,561 shares; 2025Q3: 8,558 shares; 2025Q4: 6,303 shares; 2026Q1: 8,747 shares 8,747 $353K 0.02% +2,444 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: 2,529 shares; 2025Q3: 2,229 shares; 2025Q4: 2,239 shares; 2026Q1: 2,406 shares 2,406 $352K 0.02% +167 Timeline PFF 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: 35,717 shares; 2024Q4: 26,642 shares; 2025Q1: 25,157 shares; 2025Q2: 18,632 shares; 2025Q3: 14,497 shares; 2025Q4: 12,256 shares; 2026Q1: 11,541 shares 11,541 $350K 0.02% -715 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: 2,346 shares; 2024Q4: 2,332 shares; 2025Q1: 2,335 shares; 2025Q2: 2,338 shares; 2025Q3: 2,315 shares; 2025Q4: 2,319 shares; 2026Q1: 2,357 shares 2,357 $349K 0.02% +38 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,705 shares; 2024Q4: 17,355 shares; 2025Q1: 14,445 shares; 2025Q2: 11,430 shares; 2025Q3: 10,680 shares; 2025Q4: 6,135 shares; 2026Q1: 5,610 shares 5,610 $337K 0.02% -525 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,120 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $337K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares 2,284 $333K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 10,050 shares; 2025Q1: 9,000 shares; 2025Q2: 6,625 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares 6,120 $331K 0.02% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares 4,395 $331K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,086 shares; 2025Q4: 2,111 shares; 2026Q1: 2,950 shares 2,950 $329K 0.02% +839 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares 2,328 $315K 0.02% 0 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: 2,102 shares; 2024Q4: 2,102 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares 1,702 $314K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 13,567 shares; 2025Q1: 14,128 shares; 2025Q2: 13,875 shares; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares; 2026Q1: 12,683 shares 12,683 $314K 0.02% +408 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,566 shares; 2024Q4: 22,135 shares; 2025Q1: 20,993 shares; 2025Q2: 17,998 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,473 shares 7,473 $311K 0.02% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 11,708 shares; 2025Q1: 13,443 shares; 2025Q2: 13,443 shares; 2025Q3: 13,408 shares; 2025Q4: 13,408 shares; 2026Q1: 13,497 shares 13,497 $306K 0.02% +89 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 592 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 622 shares 622 $306K 0.02% -4 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 9,729 shares; 2025Q1: 9,729 shares; 2025Q2: 9,629 shares; 2025Q3: 9,406 shares; 2025Q4: 8,318 shares; 2026Q1: 8,206 shares 8,206 $305K 0.02% -112 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,527 shares; 2025Q1: 3,525 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 4,010 shares; 2026Q1: 3,915 shares 3,915 $302K 0.02% -95 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares 955 $298K 0.02% 0 Timeline VMBS 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: 5,523 shares; 2024Q4: 5,223 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,123 shares; 2025Q4: 6,199 shares; 2026Q1: 6,305 shares 6,305 $296K 0.02% +106 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,023 shares; 2024Q4: 10,023 shares; 2025Q1: 10,023 shares; 2025Q2: 14,548 shares; 2025Q3: 14,548 shares; 2025Q4: 12,798 shares; 2026Q1: 12,298 shares 12,298 $293K 0.02% -500 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 1,998 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares 1,698 $287K 0.02% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: not reported; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares 1,279 $284K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares 1,555 $284K 0.02% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 10,350 shares; 2025Q1: 10,883 shares; 2025Q2: 11,133 shares; 2025Q3: 11,133 shares; 2025Q4: 11,133 shares; 2026Q1: 11,133 shares 11,133 $277K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,448 shares 1,448 $267K 0.02% -50 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: 1,240 shares; 2026Q1: 1,240 shares 1,240 $265K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,446 shares; 2025Q3: 3,479 shares; 2025Q4: 3,237 shares; 2026Q1: 2,862 shares 2,862 $264K 0.02% -375 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,891 shares; 2025Q1: 7,891 shares; 2025Q2: 7,891 shares; 2025Q3: 7,891 shares; 2025Q4: 8,266 shares; 2026Q1: 8,266 shares 8,266 $260K 0.02% 0 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: 4,129 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 12,385 shares; 2025Q3: 12,385 shares; 2025Q4: 10,855 shares; 2026Q1: 10,305 shares 10,305 $259K 0.02% -550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares 3,627 $255K 0.02% 0 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: 5,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares; 2025Q4: 5,208 shares; 2026Q1: 5,208 shares 5,208 $255K 0.02% 0 Timeline IWO 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: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $253K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,402 shares; 2025Q1: 8,672 shares; 2025Q2: 7,532 shares; 2025Q3: 6,372 shares; 2025Q4: 5,297 shares; 2026Q1: 4,912 shares 4,912 $252K 0.02% -385 Timeline IYK 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: 3,389 shares; 2024Q4: 3,059 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,867 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares 3,562 $249K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares 1,251 $248K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257 $247K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: not reported; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 5,024 shares 5,024 $246K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 560 shares; 2025Q1: 600 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $244K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 991 shares; 2025Q3: 992 shares; 2025Q4: 1,142 shares; 2026Q1: 1,060 shares 1,060 $244K 0.01% -82 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: 1,344 shares; 2024Q4: 1,246 shares; 2025Q1: 1,247 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,149 shares; 2026Q1: 1,135 shares 1,135 $242K 0.01% -14 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares 2,006 $242K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,430 shares; 2025Q3: 6,035 shares; 2025Q4: 6,048 shares; 2026Q1: 6,187 shares 6,187 $242K 0.01% +139 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 450 shares; 2026Q1: 609 shares 609 $241K 0.01% +159 Timeline ACWV 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: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares 2,018 $241K 0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,219 shares; 2024Q4: 12,839 shares; 2025Q1: 8,475 shares; 2025Q2: 4,267 shares; 2025Q3: 4,087 shares; 2025Q4: 3,462 shares; 2026Q1: 3,162 shares 3,162 $239K 0.01% -300 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 723 shares 723 $238K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,580 shares; 2024Q4: 7,160 shares; 2025Q1: 7,424 shares; 2025Q2: 7,362 shares; 2025Q3: 7,287 shares; 2025Q4: 7,287 shares; 2026Q1: 7,287 shares 7,287 $236K 0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $228K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares 3,097 $228K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,099 shares 1,099 $228K 0.01% -50 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,600 shares; 2025Q1: 2,681 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,506 shares; 2026Q1: 1,955 shares 1,955 $225K 0.01% -551 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 4,307 shares; 2025Q1: 3,736 shares; 2025Q2: 2,379 shares; 2025Q3: 2,064 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares 1,429 $225K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,168 shares; 2025Q3: 1,000 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $221K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,797 shares 3,797 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,517 shares; 2026Q1: 3,167 shares 3,167 $216K 0.01% -350 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,199 shares; 2025Q3: 18,693 shares; 2025Q4: 19,196 shares; 2026Q1: 19,687 shares 19,687 $214K 0.01% +491 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly 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: 8,000 shares 8,000 $211K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,152 shares; 2025Q3: 16,566 shares; 2025Q4: 16,996 shares; 2026Q1: 17,469 shares 17,469 $211K 0.01% +473 Timeline IYH 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $210K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,232 shares; 2025Q3: not reported; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $204K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: not reported; 2026Q1: 794 shares 794 $202K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 881 shares; 2025Q1: 830 shares; 2025Q2: 812 shares; 2025Q3: 821 shares; 2025Q4: not reported; 2026Q1: 770 shares 770 $201K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 12,050 shares; 2026Q1: 12,400 shares 12,400 $194K 0.01% +350 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,650 shares; 2024Q4: 21,650 shares; 2025Q1: 18,650 shares; 2025Q2: 18,650 shares; 2025Q3: 18,650 shares; 2025Q4: 18,150 shares; 2026Q1: 18,150 shares 18,150 $146K 0.01% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,350 shares; 2024Q4: 18,950 shares; 2025Q1: 18,550 shares; 2025Q2: 12,575 shares; 2025Q3: 12,575 shares; 2025Q4: 12,125 shares; 2026Q1: 12,125 shares 12,125 $128K 0.01% 0 Timeline