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: 434,121 shares; 2024Q4: 429,236 shares; 2025Q1: 401,851 shares; 2025Q2: 397,208 shares; 2025Q3: 376,994 shares; 2025Q4: 362,160 shares; 2026Q1: 354,425 shares 354,425 $61.8M 13.63% -7,735 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: 35,844 shares; 2024Q4: 36,032 shares; 2025Q1: 35,500 shares; 2025Q2: 36,274 shares; 2025Q3: 36,868 shares; 2025Q4: 39,223 shares; 2026Q1: 41,068 shares 41,068 $26.8M 5.92% +1,845 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,869 shares; 2024Q4: 108,009 shares; 2025Q1: 105,847 shares; 2025Q2: 105,130 shares; 2025Q3: 103,441 shares; 2025Q4: 103,089 shares; 2026Q1: 101,404 shares 101,404 $25.7M 5.68% -1,685 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: 267,514 shares; 2024Q4: 267,421 shares; 2025Q1: 267,848 shares; 2025Q2: 267,897 shares; 2025Q3: 267,950 shares; 2025Q4: 268,716 shares; 2026Q1: 106,416 shares 106,416 $18.1M 3.98% -162,300 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: 161,500 shares; 2024Q4: 140,620 shares; 2025Q1: 133,961 shares; 2025Q2: 136,268 shares; 2025Q3: 136,918 shares; 2025Q4: 165,170 shares; 2026Q1: 174,152 shares 174,152 $17.3M 3.81% +8,982 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,953 shares; 2024Q4: 43,998 shares; 2025Q1: 42,086 shares; 2025Q2: 44,547 shares; 2025Q3: 44,648 shares; 2025Q4: 47,029 shares; 2026Q1: 48,214 shares 48,214 $12.6M 2.78% +1,185 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: 19,072 shares; 2024Q4: 19,583 shares; 2025Q1: 19,252 shares; 2025Q2: 17,136 shares; 2025Q3: 17,289 shares; 2025Q4: 19,574 shares; 2026Q1: 20,471 shares 20,471 $12.6M 2.78% +897 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: 90,479 shares; 2024Q4: 96,919 shares; 2025Q1: 95,113 shares; 2025Q2: 102,842 shares; 2025Q3: 104,435 shares; 2025Q4: 142,478 shares; 2026Q1: 146,611 shares 146,611 $11.6M 2.56% +4,133 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: 15,995 shares; 2024Q4: 16,584 shares; 2025Q1: 16,640 shares; 2025Q2: 16,616 shares; 2025Q3: 16,633 shares; 2025Q4: 16,534 shares; 2026Q1: 16,486 shares 16,486 $10.7M 2.36% -48 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: 34,028 shares; 2024Q4: 33,661 shares; 2025Q1: 33,240 shares; 2025Q2: 33,521 shares; 2025Q3: 32,869 shares; 2025Q4: 32,083 shares; 2026Q1: 31,517 shares 31,517 $9.06M 2% -566 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: 18,609 shares; 2024Q4: 18,051 shares; 2025Q1: 17,626 shares; 2025Q2: 17,542 shares; 2025Q3: 17,230 shares; 2025Q4: 16,894 shares; 2026Q1: 16,488 shares 16,488 $9.05M 2% -406 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: 28,708 shares; 2024Q4: 28,537 shares; 2025Q1: 28,086 shares; 2025Q2: 27,993 shares; 2025Q3: 26,852 shares; 2025Q4: 26,465 shares; 2026Q1: 26,423 shares 26,423 $7.77M 1.71% -42 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: 47,753 shares; 2024Q4: 46,899 shares; 2025Q1: 45,924 shares; 2025Q2: 46,837 shares; 2025Q3: 47,043 shares; 2025Q4: 37,105 shares; 2026Q1: 37,024 shares 37,024 $7.11M 1.57% -81 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: 19,279 shares; 2024Q4: 20,080 shares; 2025Q1: 20,799 shares; 2025Q2: 35,267 shares; 2025Q3: 36,073 shares; 2025Q4: 34,834 shares; 2026Q1: 36,570 shares 36,570 $7.01M 1.55% +1,736 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: 6,811 shares; 2024Q4: 11,045 shares; 2025Q1: 11,391 shares; 2025Q2: 16,520 shares; 2025Q3: 16,416 shares; 2025Q4: 15,352 shares; 2026Q1: 15,363 shares 15,363 $6.61M 1.46% +11 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,988 shares; 2024Q4: 8,031 shares; 2025Q1: 7,911 shares; 2025Q2: 7,854 shares; 2025Q3: 7,725 shares; 2025Q4: 7,670 shares; 2026Q1: 7,550 shares 7,550 $6.53M 1.44% -120 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: 26,240 shares; 2024Q4: 26,530 shares; 2025Q1: 26,169 shares; 2025Q2: 25,402 shares; 2025Q3: 24,979 shares; 2025Q4: 25,641 shares; 2026Q1: 25,819 shares 25,819 $6.4M 1.41% +178 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: 50,827 shares; 2024Q4: 49,682 shares; 2025Q1: 48,606 shares; 2025Q2: 47,295 shares; 2025Q3: 46,280 shares; 2025Q4: 44,362 shares; 2026Q1: 43,304 shares 43,304 $5.38M 1.19% -1,058 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: 14,563 shares; 2024Q4: 15,429 shares; 2025Q1: 16,156 shares; 2025Q2: 16,712 shares; 2025Q3: 17,383 shares; 2025Q4: 19,946 shares; 2026Q1: 21,178 shares 21,178 $5.08M 1.12% +1,232 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: 12,945 shares; 2024Q4: 13,099 shares; 2025Q1: 13,069 shares; 2025Q2: 13,050 shares; 2025Q3: 12,616 shares; 2025Q4: 12,599 shares; 2026Q1: 12,685 shares 12,685 $4.7M 1.04% +86 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 5,124 shares; 2025Q2: 5,124 shares; 2025Q3: 5,124 shares; 2025Q4: 5,124 shares; 2026Q1: 5,101 shares 5,101 $4.69M 1.03% -23 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,795 shares; 2024Q4: 25,010 shares; 2025Q1: 25,988 shares; 2025Q2: 25,811 shares; 2025Q3: 27,376 shares; 2025Q4: 30,703 shares; 2026Q1: 32,149 shares 32,149 $4.57M 1.01% +1,446 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,001 shares; 2024Q4: 90,201 shares; 2025Q1: 89,056 shares; 2025Q2: 93,028 shares; 2025Q3: 94,957 shares; 2025Q4: 86,784 shares; 2026Q1: 89,379 shares 89,379 $4.54M 1% +2,595 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 8,521 shares; 2025Q1: 8,256 shares; 2025Q2: 8,176 shares; 2025Q3: 8,082 shares; 2025Q4: 7,968 shares; 2026Q1: 7,874 shares 7,874 $4.24M 0.93% -94 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,188 shares; 2025Q1: 3,061 shares; 2025Q2: 3,046 shares; 2025Q3: 2,955 shares; 2025Q4: 2,906 shares; 2026Q1: 2,857 shares 2,857 $4.21M 0.93% -49 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: 8,841 shares; 2024Q4: 8,722 shares; 2025Q1: 8,561 shares; 2025Q2: 8,606 shares; 2025Q3: 8,588 shares; 2025Q4: 8,567 shares; 2026Q1: 8,412 shares 8,412 $4.2M 0.93% -155 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: 13,702 shares; 2024Q4: 13,845 shares; 2025Q1: 14,014 shares; 2025Q2: 15,637 shares; 2025Q3: 16,099 shares; 2025Q4: 30,037 shares; 2026Q1: 30,483 shares 30,483 $4.05M 0.89% +446 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: 16,384 shares; 2024Q4: 16,850 shares; 2025Q1: 17,093 shares; 2025Q2: 17,472 shares; 2025Q3: 17,110 shares; 2025Q4: 17,562 shares; 2026Q1: 18,806 shares 18,806 $3.92M 0.86% +1,244 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: 6,039 shares; 2024Q4: 6,185 shares; 2025Q1: 6,019 shares; 2025Q2: 6,158 shares; 2025Q3: 6,790 shares; 2025Q4: 6,496 shares; 2026Q1: 6,580 shares 6,580 $3.8M 0.84% +84 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: 79,212 shares; 2024Q4: 79,268 shares; 2025Q1: 79,476 shares; 2025Q2: 79,382 shares; 2025Q3: 77,715 shares; 2025Q4: 77,443 shares; 2026Q1: 77,266 shares 77,266 $3.77M 0.83% -177 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: 7,834 shares; 2024Q4: 7,683 shares; 2025Q1: 7,390 shares; 2025Q2: 7,402 shares; 2025Q3: 7,417 shares; 2025Q4: 7,621 shares; 2026Q1: 7,579 shares 7,579 $3.73M 0.82% -42 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,841 shares; 2025Q3: 24,261 shares; 2025Q4: 71,180 shares; 2026Q1: 76,318 shares 76,318 $3.5M 0.77% +5,138 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: 12,945 shares; 2024Q4: 12,607 shares; 2025Q1: 12,529 shares; 2025Q2: 13,089 shares; 2025Q3: 13,129 shares; 2025Q4: 10,866 shares; 2026Q1: 10,742 shares 10,742 $3.32M 0.73% -124 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 17,342 shares; 2025Q1: 16,897 shares; 2025Q2: 16,970 shares; 2025Q3: 16,738 shares; 2025Q4: 16,836 shares; 2026Q1: 16,723 shares 16,723 $3.28M 0.72% -113 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: 61,525 shares; 2024Q4: 61,455 shares; 2025Q1: 61,327 shares; 2025Q2: 61,551 shares; 2025Q3: 61,444 shares; 2025Q4: 61,297 shares; 2026Q1: 15,810 shares 15,810 $3.27M 0.72% -45,487 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: 7,535 shares; 2024Q4: 7,463 shares; 2025Q1: 7,482 shares; 2025Q2: 7,327 shares; 2025Q3: 7,445 shares; 2025Q4: 7,804 shares; 2026Q1: 7,288 shares 7,288 $3.11M 0.69% -516 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: 10,941 shares; 2024Q4: 11,000 shares; 2025Q1: 10,855 shares; 2025Q2: 10,878 shares; 2025Q3: 10,583 shares; 2025Q4: 10,631 shares; 2026Q1: 10,519 shares 10,519 $3.07M 0.68% -112 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: 16,261 shares; 2024Q4: 16,334 shares; 2025Q1: 15,979 shares; 2025Q2: 15,916 shares; 2025Q3: 15,857 shares; 2025Q4: 15,822 shares; 2026Q1: 14,745 shares 14,745 $3.06M 0.67% -1,077 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,914 shares; 2024Q4: 37,126 shares; 2025Q1: 36,295 shares; 2025Q2: 37,075 shares; 2025Q3: 36,549 shares; 2025Q4: 36,736 shares; 2026Q1: 36,798 shares 36,798 $2.98M 0.66% +62 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: 39,252 shares; 2024Q4: 38,947 shares; 2025Q1: 37,940 shares; 2025Q2: 37,870 shares; 2025Q3: 36,536 shares; 2025Q4: 36,326 shares; 2026Q1: 35,978 shares 35,978 $2.79M 0.62% -348 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: 70,959 shares; 2024Q4: 71,812 shares; 2025Q1: 72,608 shares; 2025Q2: 75,889 shares; 2025Q3: 78,266 shares; 2025Q4: 55,996 shares; 2026Q1: 56,252 shares 56,252 $2.78M 0.61% +256 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: 9,031 shares; 2024Q4: 9,053 shares; 2025Q1: 9,061 shares; 2025Q2: 8,648 shares; 2025Q3: 8,396 shares; 2025Q4: 8,396 shares; 2026Q1: 8,383 shares 8,383 $2.61M 0.57% -13 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,806 shares; 2024Q4: 20,806 shares; 2025Q1: 20,844 shares; 2025Q2: 18,134 shares; 2025Q3: 18,134 shares; 2025Q4: 18,257 shares; 2026Q1: 18,257 shares 18,257 $2.54M 0.56% 0 Timeline BKLN 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: 71,046 shares; 2024Q4: 65,414 shares; 2025Q1: 70,768 shares; 2025Q2: 85,399 shares; 2025Q3: 85,836 shares; 2025Q4: 117,956 shares; 2026Q1: 122,638 shares 122,638 $2.5M 0.55% +4,682 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: 32,437 shares; 2024Q4: 32,437 shares; 2025Q1: 32,560 shares; 2025Q2: 32,417 shares; 2025Q3: 32,417 shares; 2025Q4: 32,417 shares; 2026Q1: 32,417 shares 32,417 $2.47M 0.54% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 10,326 shares; 2025Q1: 9,826 shares; 2025Q2: 9,843 shares; 2025Q3: 9,668 shares; 2025Q4: 9,682 shares; 2026Q1: 10,125 shares 10,125 $2.45M 0.54% +443 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: 9,935 shares; 2024Q4: 9,831 shares; 2025Q1: 9,866 shares; 2025Q2: 9,902 shares; 2025Q3: 9,902 shares; 2025Q4: 9,927 shares; 2026Q1: 9,927 shares 9,927 $2.43M 0.54% 0 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: 18,476 shares; 2024Q4: 18,364 shares; 2025Q1: 18,871 shares; 2025Q2: 21,083 shares; 2025Q3: 19,660 shares; 2025Q4: 16,005 shares; 2026Q1: 15,933 shares 15,933 $2.39M 0.53% -72 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: 16,671 shares; 2024Q4: 16,952 shares; 2025Q1: 17,441 shares; 2025Q2: 18,633 shares; 2025Q3: 18,961 shares; 2025Q4: 32,187 shares; 2026Q1: 38,039 shares 38,039 $2.33M 0.51% +5,852 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: 10,728 shares; 2024Q4: 10,567 shares; 2025Q1: 10,290 shares; 2025Q2: 10,447 shares; 2025Q3: 10,251 shares; 2025Q4: 10,014 shares; 2026Q1: 9,856 shares 9,856 $2.33M 0.51% -158 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: 12,926 shares; 2024Q4: 12,807 shares; 2025Q1: 12,414 shares; 2025Q2: 12,255 shares; 2025Q3: 12,242 shares; 2025Q4: 11,919 shares; 2026Q1: 12,140 shares 12,140 $2.21M 0.49% +221 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: 14,559 shares; 2024Q4: 14,608 shares; 2025Q1: 14,657 shares; 2025Q2: 14,657 shares; 2025Q3: 14,657 shares; 2025Q4: 14,470 shares; 2026Q1: 14,470 shares 14,470 $2.09M 0.46% 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: 9,325 shares; 2024Q4: 8,870 shares; 2025Q1: 8,368 shares; 2025Q2: 8,308 shares; 2025Q3: 7,924 shares; 2025Q4: 8,341 shares; 2026Q1: 8,336 shares 8,336 $2.06M 0.45% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,752 shares; 2025Q1: 4,595 shares; 2025Q2: 4,580 shares; 2025Q3: 4,475 shares; 2025Q4: 4,324 shares; 2026Q1: 4,311 shares 4,311 $1.92M 0.42% -13 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: 2,634 shares; 2024Q4: 3,014 shares; 2025Q1: 3,013 shares; 2025Q2: 3,148 shares; 2025Q3: 3,058 shares; 2025Q4: 3,184 shares; 2026Q1: 3,301 shares 3,301 $1.89M 0.42% +117 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,798 shares; 2026Q1: 21,155 shares 21,155 $1.88M 0.41% +7,357 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: 5,240 shares; 2024Q4: 5,239 shares; 2025Q1: 5,239 shares; 2025Q2: 5,143 shares; 2025Q3: 5,281 shares; 2025Q4: 5,239 shares; 2026Q1: 5,239 shares 5,239 $1.87M 0.41% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,670 shares; 2024Q4: 44,336 shares; 2025Q1: 40,795 shares; 2025Q2: 38,766 shares; 2025Q3: 38,616 shares; 2025Q4: 36,890 shares; 2026Q1: 36,623 shares 36,623 $1.84M 0.41% -267 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: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,768 shares; 2025Q2: 1,666 shares; 2025Q3: 1,686 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares 1,676 $1.67M 0.37% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,295 shares; 2024Q4: 8,462 shares; 2025Q1: 8,368 shares; 2025Q2: 10,943 shares; 2025Q3: 11,324 shares; 2025Q4: 11,302 shares; 2026Q1: 11,230 shares 11,230 $1.64M 0.36% -72 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: 6,067 shares; 2024Q4: 6,067 shares; 2025Q1: 6,133 shares; 2025Q2: 6,273 shares; 2025Q3: 6,450 shares; 2025Q4: 5,684 shares; 2026Q1: 5,624 shares 5,624 $1.61M 0.36% -60 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,323 shares; 2025Q1: 5,227 shares; 2025Q2: 5,345 shares; 2025Q3: 5,381 shares; 2025Q4: 4,738 shares; 2026Q1: 4,527 shares 4,527 $1.6M 0.35% -211 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,852 shares; 2025Q1: 13,385 shares; 2025Q2: 13,735 shares; 2025Q3: 14,334 shares; 2025Q4: 13,890 shares; 2026Q1: 14,327 shares 14,327 $1.59M 0.35% +437 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: 7,689 shares; 2024Q4: 6,074 shares; 2025Q1: 6,083 shares; 2025Q2: 5,962 shares; 2025Q3: 6,164 shares; 2025Q4: 6,374 shares; 2026Q1: 6,506 shares 6,506 $1.58M 0.35% +132 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: 6,853 shares; 2024Q4: 9,539 shares; 2025Q1: 9,345 shares; 2025Q2: 9,558 shares; 2025Q3: 10,137 shares; 2025Q4: 10,451 shares; 2026Q1: 10,515 shares 10,515 $1.53M 0.34% +64 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,246 shares; 2024Q4: 14,016 shares; 2025Q1: 13,200 shares; 2025Q2: 13,015 shares; 2025Q3: 13,349 shares; 2025Q4: 13,250 shares; 2026Q1: 13,737 shares 13,737 $1.46M 0.32% +487 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 6,036 shares; 2025Q1: 5,242 shares; 2025Q2: 5,085 shares; 2025Q3: 5,105 shares; 2025Q4: 5,069 shares; 2026Q1: 5,107 shares 5,107 $1.45M 0.32% +38 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: 4,783 shares; 2024Q4: 4,726 shares; 2025Q1: 4,510 shares; 2025Q2: 4,559 shares; 2025Q3: 4,370 shares; 2025Q4: 4,487 shares; 2026Q1: 4,389 shares 4,389 $1.44M 0.32% -98 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: 12,676 shares; 2024Q4: 12,676 shares; 2025Q1: 12,388 shares; 2025Q2: 14,061 shares; 2025Q3: 14,061 shares; 2025Q4: 14,874 shares; 2026Q1: 14,874 shares 14,874 $1.38M 0.3% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,530 shares; 2024Q4: 27,806 shares; 2025Q1: 29,330 shares; 2025Q2: 32,293 shares; 2025Q3: 35,335 shares; 2025Q4: 29,097 shares; 2026Q1: 31,215 shares 31,215 $1.37M 0.3% +2,118 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,409 shares; 2025Q1: 3,161 shares; 2025Q2: 3,161 shares; 2025Q3: 3,103 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares 3,046 $1.27M 0.28% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,618 shares; 2025Q4: 3,169 shares; 2026Q1: 3,221 shares 3,221 $1.22M 0.27% +52 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,102 shares; 2024Q4: 22,167 shares; 2025Q1: 20,935 shares; 2025Q2: 21,152 shares; 2025Q3: 20,764 shares; 2025Q4: 18,073 shares; 2026Q1: 19,048 shares 19,048 $1.22M 0.27% +975 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,685 shares; 2025Q1: 2,491 shares; 2025Q2: 3,242 shares; 2025Q3: 3,462 shares; 2025Q4: 3,858 shares; 2026Q1: 4,138 shares 4,138 $1.13M 0.25% +280 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,912 shares; 2025Q1: 5,465 shares; 2025Q2: 5,312 shares; 2025Q3: 5,286 shares; 2025Q4: 5,903 shares; 2026Q1: 5,892 shares 5,892 $1.12M 0.25% -11 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: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,250 shares 3,250 $1.12M 0.25% -85 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: 17,649 shares; 2024Q4: 11,459 shares; 2025Q1: 10,145 shares; 2025Q2: 9,539 shares; 2025Q3: 9,029 shares; 2025Q4: 9,029 shares; 2026Q1: 9,029 shares 9,029 $1.09M 0.24% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,570 shares; 2024Q4: 5,570 shares; 2025Q1: 5,587 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: 5,587 shares; 2026Q1: 5,587 shares 5,587 $1.08M 0.24% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 8,421 shares; 2025Q1: 8,423 shares; 2025Q2: 8,427 shares; 2025Q3: 8,431 shares; 2025Q4: 8,044 shares; 2026Q1: 8,035 shares 8,035 $1.04M 0.23% -9 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,089 shares; 2025Q4: 16,372 shares; 2026Q1: 18,564 shares 18,564 $1.04M 0.23% +2,192 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: 18,188 shares; 2024Q4: 17,373 shares; 2025Q1: 16,370 shares; 2025Q2: 12,182 shares; 2025Q3: 10,195 shares; 2025Q4: 8,765 shares; 2026Q1: 8,109 shares 8,109 $983K 0.22% -656 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: 39,641 shares; 2024Q4: 36,211 shares; 2025Q1: 36,211 shares; 2025Q2: 36,211 shares; 2025Q3: 35,790 shares; 2025Q4: 34,780 shares; 2026Q1: 34,780 shares 34,780 $977K 0.22% 0 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: 3,218 shares; 2024Q4: 3,086 shares; 2025Q1: 3,013 shares; 2025Q2: 2,944 shares; 2025Q3: 2,929 shares; 2025Q4: 3,339 shares; 2026Q1: 3,656 shares 3,656 $973K 0.21% +317 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,165 shares; 2025Q1: 1,097 shares; 2025Q2: 1,194 shares; 2025Q3: 1,203 shares; 2025Q4: 1,191 shares; 2026Q1: 1,261 shares 1,261 $919K 0.2% +70 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,699 shares; 2024Q4: 6,904 shares; 2025Q1: 6,904 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares 6,925 $908K 0.2% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,698 shares; 2026Q1: 16,736 shares 16,736 $893K 0.2% +3,038 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,163 shares; 2025Q1: 12,185 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares; 2026Q1: 12,295 shares 12,295 $870K 0.19% 0 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: 28,714 shares; 2024Q4: 28,714 shares; 2025Q1: 28,946 shares; 2025Q2: 28,946 shares; 2025Q3: 28,946 shares; 2025Q4: 28,946 shares; 2026Q1: 28,695 shares 28,695 $832K 0.18% -251 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,537 shares; 2024Q4: 22,140 shares; 2025Q1: 21,700 shares; 2025Q2: 22,121 shares; 2025Q3: 21,859 shares; 2025Q4: 16,850 shares; 2026Q1: 14,880 shares 14,880 $830K 0.18% -1,970 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: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 2,401 shares; 2025Q4: 2,400 shares; 2026Q1: 2,033 shares 2,033 $806K 0.18% -367 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 21,125 shares; 2025Q1: 19,248 shares; 2025Q2: 19,013 shares; 2025Q3: 19,013 shares; 2025Q4: 14,850 shares; 2026Q1: 14,850 shares 14,850 $790K 0.17% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares; 2026Q1: 12,799 shares 12,799 $730K 0.16% +5,974 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,068 shares; 2024Q4: 11,068 shares; 2025Q1: 11,068 shares; 2025Q2: 11,068 shares; 2025Q3: 11,068 shares; 2025Q4: 11,068 shares; 2026Q1: 11,068 shares 11,068 $715K 0.16% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,572 shares; 2025Q1: 2,572 shares; 2025Q2: 2,572 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $660K 0.15% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 3,007 shares; 2025Q1: 2,946 shares; 2025Q2: 2,819 shares; 2025Q3: 2,571 shares; 2025Q4: 2,651 shares; 2026Q1: 4,975 shares 4,975 $658K 0.15% +2,324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares 1,205 $655K 0.14% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares 1,831 $632K 0.14% 0 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: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 3,220 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,251 shares 3,251 $631K 0.14% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,962 shares 7,962 $630K 0.14% new 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: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,688 shares 1,688 $628K 0.14% +4 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: 4,033 shares; 2024Q4: 2,737 shares; 2025Q1: 2,772 shares; 2025Q2: 2,762 shares; 2025Q3: 2,785 shares; 2025Q4: 2,852 shares; 2026Q1: 2,850 shares 2,850 $620K 0.14% -2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,740 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,756 shares; 2026Q1: 3,756 shares 3,756 $600K 0.13% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,348 shares; 2024Q4: 12,348 shares; 2025Q1: 12,439 shares; 2025Q2: 12,348 shares; 2025Q3: 12,348 shares; 2025Q4: 12,348 shares; 2026Q1: 12,348 shares 12,348 $580K 0.13% 0 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: 4,178 shares; 2024Q4: 4,108 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,667 shares; 2025Q4: 4,602 shares; 2026Q1: 4,602 shares 4,602 $572K 0.13% 0 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: not reported; 2024Q4: 4,424 shares; 2025Q1: 4,449 shares; 2025Q2: 6,063 shares; 2025Q3: 6,081 shares; 2025Q4: 6,836 shares; 2026Q1: 6,881 shares 6,881 $568K 0.13% +45 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: 6,234 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 5,279 shares; 2025Q3: 5,297 shares; 2025Q4: 5,358 shares; 2026Q1: 5,659 shares 5,659 $545K 0.12% +301 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,188 shares; 2025Q1: 1,224 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 1,124 shares 1,124 $539K 0.12% -100 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 688 shares 688 $488K 0.11% +51 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: 4,903 shares; 2024Q4: 4,052 shares; 2025Q1: 4,043 shares; 2025Q2: 4,046 shares; 2025Q3: 4,048 shares; 2025Q4: 3,221 shares; 2026Q1: 3,194 shares 3,194 $484K 0.11% -27 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: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,718 shares; 2025Q2: 3,316 shares; 2025Q3: 3,396 shares; 2025Q4: 3,260 shares; 2026Q1: 3,261 shares 3,261 $483K 0.11% +1 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: 3,730 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,543 shares; 2026Q1: 3,543 shares 3,543 $464K 0.1% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,915 shares 4,915 $447K 0.1% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 3,908 shares; 2025Q1: 3,938 shares; 2025Q2: 3,938 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,690 shares 3,690 $438K 0.1% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $435K 0.1% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 7,711 shares; 2025Q1: 6,706 shares; 2025Q2: 6,706 shares; 2025Q3: 6,706 shares; 2025Q4: 6,356 shares; 2026Q1: 6,356 shares 6,356 $432K 0.1% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 933 shares; 2026Q1: 1,013 shares 1,013 $430K 0.09% +80 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: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares; 2026Q1: 2,368 shares 2,368 $430K 0.09% 0 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: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,421 shares 1,421 $430K 0.09% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 17,458 shares; 2025Q1: 16,246 shares; 2025Q2: 4,866 shares; 2025Q3: 4,867 shares; 2025Q4: 4,529 shares; 2026Q1: 4,515 shares 4,515 $409K 0.09% -14 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: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,182 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $402K 0.09% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,824 shares; 2026Q1: 2,824 shares 2,824 $384K 0.08% 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: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,761 shares 1,761 $379K 0.08% +457 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,409 shares; 2025Q2: 6,459 shares; 2025Q3: 6,698 shares; 2025Q4: 6,327 shares; 2026Q1: 5,192 shares 5,192 $361K 0.08% -1,135 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: 2,315 shares; 2024Q4: 2,357 shares; 2025Q1: 2,436 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares 2,344 $345K 0.08% 0 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: 2,329 shares; 2024Q4: 1,704 shares; 2025Q1: 1,704 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $333K 0.07% 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: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,024 shares; 2026Q1: 4,024 shares 4,024 $320K 0.07% 0 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: 5,147 shares; 2024Q4: 5,149 shares; 2025Q1: 5,256 shares; 2025Q2: 5,258 shares; 2025Q3: 5,259 shares; 2025Q4: 5,261 shares; 2026Q1: 5,262 shares 5,262 $319K 0.07% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,429 shares; 2025Q1: 2,666 shares; 2025Q2: 2,626 shares; 2025Q3: 2,627 shares; 2025Q4: 2,361 shares; 2026Q1: 2,362 shares 2,362 $312K 0.07% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares 1,087 $308K 0.07% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 916 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 916 shares 916 $294K 0.06% -4 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $289K 0.06% 0 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $285K 0.06% 0 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: 1,884 shares; 2024Q4: 2,059 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares 2,075 $272K 0.06% 0 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: 820 shares; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $266K 0.06% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 7,486 shares; 2025Q1: 9,968 shares; 2025Q2: 10,952 shares; 2025Q3: 10,843 shares; 2025Q4: 10,346 shares; 2026Q1: 3,655 shares 3,655 $263K 0.06% -6,691 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,144 shares; 2025Q1: 4,182 shares; 2025Q2: 4,182 shares; 2025Q3: 4,182 shares; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $256K 0.06% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,115 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares; 2026Q1: 2,404 shares 2,404 $255K 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: 4,301 shares; 2024Q4: 4,349 shares; 2025Q1: 3,123 shares; 2025Q2: 3,003 shares; 2025Q3: 2,949 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares 2,590 $252K 0.06% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $250K 0.06% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: 5,485 shares; 2025Q1: 5,663 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares; 2026Q1: 5,367 shares 5,367 $249K 0.05% +184 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: 7,455 shares; 2024Q4: 7,562 shares; 2025Q1: 7,402 shares; 2025Q2: 7,619 shares; 2025Q3: 6,062 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $248K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares 678 $242K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $242K 0.05% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares 6,550 $241K 0.05% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,423 shares; 2024Q4: 43,634 shares; 2025Q1: 43,634 shares; 2025Q2: 43,634 shares; 2025Q3: 43,634 shares; 2025Q4: 21,425 shares; 2026Q1: 21,425 shares 21,425 $241K 0.05% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,829 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares; 2026Q1: 2,829 shares 2,829 $240K 0.05% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,070 shares; 2024Q4: 43,004 shares; 2025Q1: 40,666 shares; 2025Q2: 29,641 shares; 2025Q3: 28,989 shares; 2025Q4: 20,964 shares; 2026Q1: 12,458 shares 12,458 $239K 0.05% -8,506 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,170 shares; 2024Q4: 29,217 shares; 2025Q1: 29,217 shares; 2025Q2: 29,217 shares; 2025Q3: 29,217 shares; 2025Q4: 20,620 shares; 2026Q1: 20,620 shares 20,620 $237K 0.05% 0 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: not reported; 2024Q4: 2,507 shares; 2025Q1: 2,648 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares 2,723 $236K 0.05% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,307 shares; 2024Q4: 6,085 shares; 2025Q1: 4,871 shares; 2025Q2: 4,254 shares; 2025Q3: 3,141 shares; 2025Q4: 3,154 shares; 2026Q1: 3,150 shares 3,150 $226K 0.05% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares 1,111 $226K 0.05% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,450 shares 9,450 $224K 0.05% new 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: 1,096 shares; 2024Q4: 1,096 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,096 shares 1,096 $223K 0.05% -7 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: not reported; 2025Q3: 3,367 shares; 2025Q4: not reported; 2026Q1: 3,374 shares 3,374 $223K 0.05% new 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: 5,169 shares; 2024Q4: 5,163 shares; 2025Q1: 5,160 shares; 2025Q2: 5,160 shares; 2025Q3: 5,160 shares; 2025Q4: 4,956 shares; 2026Q1: 3,880 shares 3,880 $218K 0.05% -1,076 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $217K 0.05% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,080 shares; 2026Q1: 8,221 shares 8,221 $216K 0.05% +141 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 5,780 shares 5,780 $216K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,297 shares 2,297 $213K 0.05% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: not reported; 2026Q1: 2,580 shares 2,580 $210K 0.05% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,899 shares; 2025Q3: 2,899 shares; 2025Q4: 2,900 shares; 2026Q1: 2,880 shares 2,880 $205K 0.05% -20 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091 $202K 0.04% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,660 shares; 2025Q3: 12,660 shares; 2025Q4: 12,660 shares; 2026Q1: 11,260 shares 11,260 $194K 0.04% -1,400 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX 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: 17,602 shares; 2025Q3: 52,105 shares; 2025Q4: 52,105 shares; 2026Q1: 52,105 shares 52,105 $183K 0.04% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $180K 0.04% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $76.7K 0.02% new Timeline