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: 306,682 shares; 2024Q4: 299,003 shares; 2025Q1: 294,384 shares; 2025Q2: 291,066 shares; 2025Q3: 296,946 shares; 2025Q4: 294,508 shares; 2026Q1: 288,442 shares 288,442 $73.2M 5.72% -6,066 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: 442,940 shares; 2024Q4: 441,213 shares; 2025Q1: 426,963 shares; 2025Q2: 434,204 shares; 2025Q3: 432,866 shares; 2025Q4: 416,196 shares; 2026Q1: 413,824 shares 413,824 $72.2M 5.64% -2,372 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: not reported; 2024Q4: 185,780 shares; 2025Q1: 183,055 shares; 2025Q2: 181,801 shares; 2025Q3: 177,717 shares; 2025Q4: 165,618 shares; 2026Q1: 162,414 shares 162,414 $50.3M 3.93% -3,204 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,813 shares; 2024Q4: 133,703 shares; 2025Q1: 133,422 shares; 2025Q2: 132,068 shares; 2025Q3: 136,176 shares; 2025Q4: 134,970 shares; 2026Q1: 133,582 shares 133,582 $49.4M 3.87% -1,388 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: 138,994 shares; 2024Q4: 140,030 shares; 2025Q1: 143,288 shares; 2025Q2: 146,754 shares; 2025Q3: 152,472 shares; 2025Q4: 151,006 shares; 2026Q1: 145,072 shares 145,072 $41.7M 3.26% -5,934 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: 134,527 shares; 2024Q4: 134,226 shares; 2025Q1: 137,175 shares; 2025Q2: 137,474 shares; 2025Q3: 143,121 shares; 2025Q4: 139,404 shares; 2026Q1: 136,861 shares 136,861 $40.3M 3.15% -2,543 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: 101,450 shares; 2024Q4: 103,078 shares; 2025Q1: 103,989 shares; 2025Q2: 106,414 shares; 2025Q3: 113,773 shares; 2025Q4: 112,556 shares; 2026Q1: 113,843 shares 113,843 $23.7M 1.85% +1,287 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: 22,055 shares; 2024Q4: 21,602 shares; 2025Q1: 21,929 shares; 2025Q2: 22,045 shares; 2025Q3: 22,956 shares; 2025Q4: 22,677 shares; 2026Q1: 23,664 shares 23,664 $23.6M 1.84% +987 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: 29,904 shares; 2024Q4: 30,387 shares; 2025Q1: 31,182 shares; 2025Q2: 37,388 shares; 2025Q3: 39,047 shares; 2025Q4: 39,582 shares; 2026Q1: 35,594 shares 35,594 $23.1M 1.81% -3,988 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: 73,524 shares; 2024Q4: 72,190 shares; 2025Q1: 71,064 shares; 2025Q2: 71,334 shares; 2025Q3: 73,034 shares; 2025Q4: 73,895 shares; 2026Q1: 73,742 shares 73,742 $22.3M 1.74% -153 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,210 shares; 2024Q4: 153,290 shares; 2025Q1: 163,242 shares; 2025Q2: 166,341 shares; 2025Q3: 173,509 shares; 2025Q4: 172,806 shares; 2026Q1: 172,108 shares 172,108 $21.7M 1.7% -698 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: 40,553 shares; 2024Q4: 40,433 shares; 2025Q1: 39,694 shares; 2025Q2: 38,561 shares; 2025Q3: 38,464 shares; 2025Q4: 37,636 shares; 2026Q1: 37,340 shares 37,340 $21.6M 1.69% -296 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: 235,799 shares; 2024Q4: 235,015 shares; 2025Q1: 229,972 shares; 2025Q2: 205,883 shares; 2025Q3: 209,116 shares; 2025Q4: 211,389 shares; 2026Q1: 211,198 shares 211,198 $19.6M 1.53% -191 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: 35,519 shares; 2024Q4: 35,609 shares; 2025Q1: 35,504 shares; 2025Q2: 35,469 shares; 2025Q3: 35,789 shares; 2025Q4: 35,516 shares; 2026Q1: 35,615 shares 35,615 $19.6M 1.53% +99 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: 101,714 shares; 2024Q4: 103,742 shares; 2025Q1: 105,017 shares; 2025Q2: 107,699 shares; 2025Q3: 115,209 shares; 2025Q4: 118,851 shares; 2026Q1: 119,811 shares 119,811 $19.1M 1.5% +960 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: 38,031 shares; 2024Q4: 36,886 shares; 2025Q1: 36,733 shares; 2025Q2: 36,332 shares; 2025Q3: 36,184 shares; 2025Q4: 36,698 shares; 2026Q1: 36,296 shares 36,296 $18.1M 1.42% -402 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: 62,043 shares; 2024Q4: 62,002 shares; 2025Q1: 63,672 shares; 2025Q2: 64,557 shares; 2025Q3: 64,195 shares; 2025Q4: 63,126 shares; 2026Q1: 61,697 shares 61,697 $17.7M 1.38% -1,429 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,386 shares; 2024Q4: 290,576 shares; 2025Q1: 380,190 shares; 2025Q2: 472,670 shares; 2025Q3: 509,483 shares; 2025Q4: 571,863 shares; 2026Q1: 559,881 shares 559,881 $17.2M 1.35% -11,982 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: 76,962 shares; 2024Q4: 77,453 shares; 2025Q1: 77,780 shares; 2025Q2: 76,223 shares; 2025Q3: 76,731 shares; 2025Q4: 77,076 shares; 2026Q1: 76,399 shares 76,399 $16.6M 1.3% -677 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: 41,625 shares; 2024Q4: 41,355 shares; 2025Q1: 42,001 shares; 2025Q2: 42,391 shares; 2025Q3: 42,366 shares; 2025Q4: 45,187 shares; 2026Q1: 46,431 shares 46,431 $15.3M 1.19% +1,244 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: 67,159 shares; 2024Q4: 60,730 shares; 2025Q1: 57,263 shares; 2025Q2: 55,731 shares; 2025Q3: 56,323 shares; 2025Q4: 56,188 shares; 2026Q1: 56,524 shares 56,524 $13.8M 1.08% +336 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: 48,555 shares; 2024Q4: 46,510 shares; 2025Q1: 46,096 shares; 2025Q2: 46,644 shares; 2025Q3: 45,316 shares; 2025Q4: 44,269 shares; 2026Q1: 42,104 shares 42,104 $13.5M 1.06% -2,165 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: 43,104 shares; 2024Q4: 42,322 shares; 2025Q1: 42,047 shares; 2025Q2: 40,777 shares; 2025Q3: 41,376 shares; 2025Q4: 41,019 shares; 2026Q1: 40,647 shares 40,647 $13.4M 1.05% -372 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: 34,005 shares; 2024Q4: 33,185 shares; 2025Q1: 32,655 shares; 2025Q2: 31,705 shares; 2025Q3: 31,885 shares; 2025Q4: 30,825 shares; 2026Q1: 32,269 shares 32,269 $12.4M 0.97% +1,444 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,352 shares; 2024Q4: 79,970 shares; 2025Q1: 79,165 shares; 2025Q2: 78,450 shares; 2025Q3: 78,295 shares; 2025Q4: 78,040 shares; 2026Q1: 77,600 shares 77,600 $12.2M 0.95% -440 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: 7,830 shares; 2024Q4: 9,173 shares; 2025Q1: 9,567 shares; 2025Q2: 10,436 shares; 2025Q3: 11,945 shares; 2025Q4: 12,022 shares; 2026Q1: 12,057 shares 12,057 $11.1M 0.87% +35 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: 7,218 shares; 2024Q4: 7,503 shares; 2025Q1: 7,499 shares; 2025Q2: 7,475 shares; 2025Q3: 7,543 shares; 2025Q4: 7,502 shares; 2026Q1: 7,517 shares 7,517 $11.1M 0.87% +15 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: 12,579 shares; 2024Q4: 14,560 shares; 2025Q1: 15,309 shares; 2025Q2: 16,196 shares; 2025Q3: 18,637 shares; 2025Q4: 19,382 shares; 2026Q1: 19,037 shares 19,037 $10.9M 0.85% -345 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: 53,513 shares; 2024Q4: 68,885 shares; 2025Q1: 72,175 shares; 2025Q2: 74,577 shares; 2025Q3: 74,814 shares; 2025Q4: 81,529 shares; 2026Q1: 81,694 shares 81,694 $10.2M 0.79% +165 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,083 shares 50,083 $9.85M 0.77% new 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: 56,991 shares; 2024Q4: 54,521 shares; 2025Q1: 56,290 shares; 2025Q2: 55,564 shares; 2025Q3: 58,514 shares; 2025Q4: 58,512 shares; 2026Q1: 57,788 shares 57,788 $9.8M 0.77% -724 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: 67,901 shares; 2024Q4: 62,437 shares; 2025Q1: 60,632 shares; 2025Q2: 57,451 shares; 2025Q3: 55,041 shares; 2025Q4: 52,435 shares; 2026Q1: 50,990 shares 50,990 $9.67M 0.76% -1,445 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: 34,485 shares; 2024Q4: 34,163 shares; 2025Q1: 35,313 shares; 2025Q2: 35,313 shares; 2025Q3: 57,033 shares; 2025Q4: 73,786 shares; 2026Q1: 85,224 shares 85,224 $9.67M 0.76% +11,438 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: 79,901 shares; 2024Q4: 76,020 shares; 2025Q1: 73,689 shares; 2025Q2: 68,009 shares; 2025Q3: 67,912 shares; 2025Q4: 65,472 shares; 2026Q1: 63,990 shares 63,990 $9.24M 0.72% -1,482 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: 47,138 shares; 2024Q4: 45,257 shares; 2025Q1: 46,147 shares; 2025Q2: 46,727 shares; 2025Q3: 48,427 shares; 2025Q4: 48,344 shares; 2026Q1: 47,192 shares 47,192 $9.1M 0.71% -1,152 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: 112,189 shares; 2024Q4: 110,552 shares; 2025Q1: 110,899 shares; 2025Q2: 110,780 shares; 2025Q3: 116,240 shares; 2025Q4: 116,169 shares; 2026Q1: 115,969 shares 115,969 $9M 0.7% -200 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,755 shares; 2025Q2: 6,608 shares; 2025Q3: 6,833 shares; 2025Q4: 6,155 shares; 2026Q1: 6,498 shares 6,498 $8.96M 0.7% +343 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,671 shares; 2024Q4: 115,002 shares; 2025Q1: 127,981 shares; 2025Q2: 124,506 shares; 2025Q3: 142,209 shares; 2025Q4: 167,369 shares; 2026Q1: 173,959 shares 173,959 $8.86M 0.69% +6,590 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: 47,802 shares; 2024Q4: 46,510 shares; 2025Q1: 46,160 shares; 2025Q2: 45,195 shares; 2025Q3: 46,245 shares; 2025Q4: 45,780 shares; 2026Q1: 43,112 shares 43,112 $8.76M 0.68% -2,668 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: not reported; 2024Q4: 16,800 shares; 2025Q1: 16,370 shares; 2025Q2: 16,082 shares; 2025Q3: 17,095 shares; 2025Q4: 17,367 shares; 2026Q1: 17,468 shares 17,468 $8.37M 0.65% +101 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: 43,460 shares; 2024Q4: 40,863 shares; 2025Q1: 40,751 shares; 2025Q2: 38,591 shares; 2025Q3: 40,105 shares; 2025Q4: 39,588 shares; 2026Q1: 40,095 shares 40,095 $8.3M 0.65% +507 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: 13,318 shares; 2024Q4: 13,115 shares; 2025Q1: 13,170 shares; 2025Q2: 12,989 shares; 2025Q3: 12,954 shares; 2025Q4: 12,704 shares; 2026Q1: 13,066 shares 13,066 $7.36M 0.58% +362 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: 19,094 shares; 2024Q4: 17,663 shares; 2025Q1: 17,604 shares; 2025Q2: 13,930 shares; 2025Q3: 13,862 shares; 2025Q4: 13,639 shares; 2026Q1: 13,996 shares 13,996 $6.88M 0.54% +357 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: not reported; 2024Q4: 11,138 shares; 2025Q1: 10,996 shares; 2025Q2: 11,226 shares; 2025Q3: 11,238 shares; 2025Q4: 12,926 shares; 2026Q1: 13,699 shares 13,699 $6.79M 0.53% +773 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: 23,586 shares; 2024Q4: 23,487 shares; 2025Q1: 23,056 shares; 2025Q2: 23,067 shares; 2025Q3: 23,754 shares; 2025Q4: 23,424 shares; 2026Q1: 23,172 shares 23,172 $6.76M 0.53% -252 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 3,030 shares; 2025Q3: 7,555 shares; 2025Q4: 12,042 shares; 2026Q1: 12,362 shares 12,362 $6.45M 0.5% +320 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: 9,498 shares; 2024Q4: 9,190 shares; 2025Q1: 8,881 shares; 2025Q2: 8,931 shares; 2025Q3: 9,201 shares; 2025Q4: 8,022 shares; 2026Q1: 14,841 shares 14,841 $6.42M 0.5% +6,819 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: 28,693 shares; 2024Q4: 28,238 shares; 2025Q1: 28,047 shares; 2025Q2: 26,567 shares; 2025Q3: 26,547 shares; 2025Q4: 25,101 shares; 2026Q1: 24,321 shares 24,321 $6.33M 0.5% -780 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: 29,129 shares; 2024Q4: 28,008 shares; 2025Q1: 27,976 shares; 2025Q2: 26,889 shares; 2025Q3: 26,347 shares; 2025Q4: 22,481 shares; 2026Q1: 21,778 shares 21,778 $6.33M 0.49% -703 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: 9,005 shares; 2024Q4: 8,975 shares; 2025Q1: 8,915 shares; 2025Q2: 8,255 shares; 2025Q3: 8,709 shares; 2025Q4: 8,732 shares; 2026Q1: 8,857 shares 8,857 $6.27M 0.49% +125 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,272 shares; 2024Q4: 43,882 shares; 2025Q1: 43,860 shares; 2025Q2: 43,677 shares; 2025Q3: 45,807 shares; 2025Q4: 43,987 shares; 2026Q1: 36,867 shares 36,867 $6.24M 0.49% -7,120 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: 59,246 shares; 2024Q4: 54,032 shares; 2025Q1: 51,708 shares; 2025Q2: 49,487 shares; 2025Q3: 46,964 shares; 2025Q4: 45,817 shares; 2026Q1: 39,830 shares 39,830 $6.19M 0.48% -5,987 Timeline IBDU 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: 29,450 shares; 2024Q4: 38,600 shares; 2025Q1: 53,020 shares; 2025Q2: 81,420 shares; 2025Q3: 148,850 shares; 2025Q4: 244,150 shares; 2026Q1: 262,865 shares 262,865 $6.11M 0.48% +18,715 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: 17,551 shares; 2024Q4: 17,651 shares; 2025Q1: 17,651 shares; 2025Q2: 17,626 shares; 2025Q3: 17,626 shares; 2025Q4: 17,626 shares; 2026Q1: 17,626 shares 17,626 $6.02M 0.47% 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: 16,413 shares; 2024Q4: 16,258 shares; 2025Q1: 16,042 shares; 2025Q2: 16,705 shares; 2025Q3: 16,784 shares; 2025Q4: 16,384 shares; 2026Q1: 16,956 shares 16,956 $5.97M 0.47% +572 Timeline IBDT 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: 19,550 shares; 2024Q4: 41,200 shares; 2025Q1: 73,150 shares; 2025Q2: 136,100 shares; 2025Q3: 192,723 shares; 2025Q4: 224,168 shares; 2026Q1: 233,753 shares 233,753 $5.92M 0.46% +9,585 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: 18,885 shares; 2024Q4: 17,369 shares; 2025Q1: 18,146 shares; 2025Q2: 18,004 shares; 2025Q3: 17,722 shares; 2025Q4: 18,456 shares; 2026Q1: 13,824 shares 13,824 $5.88M 0.46% -4,632 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: 115,474 shares; 2024Q4: 114,762 shares; 2025Q1: 108,146 shares; 2025Q2: 108,321 shares; 2025Q3: 120,185 shares; 2025Q4: 119,876 shares; 2026Q1: 119,751 shares 119,751 $5.84M 0.46% -125 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,908 shares; 2025Q1: 36,258 shares; 2025Q2: 39,073 shares; 2025Q3: 41,958 shares; 2025Q4: 41,788 shares; 2026Q1: 47,420 shares 47,420 $5.82M 0.46% +5,632 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: 28,260 shares; 2024Q4: 28,512 shares; 2025Q1: 27,103 shares; 2025Q2: 17,923 shares; 2025Q3: 21,697 shares; 2025Q4: 21,354 shares; 2026Q1: 20,962 shares 20,962 $5.67M 0.44% -392 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,412 shares; 2025Q3: 5,463 shares; 2025Q4: 7,073 shares; 2026Q1: 7,508 shares 7,508 $5.46M 0.43% +435 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: 37,093 shares; 2024Q4: 37,093 shares; 2025Q1: 37,093 shares; 2025Q2: 37,093 shares; 2025Q3: 40,093 shares; 2025Q4: 40,089 shares; 2026Q1: 39,864 shares 39,864 $5.42M 0.42% -225 Timeline IBDS 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: 16,700 shares; 2024Q4: 27,400 shares; 2025Q1: 31,900 shares; 2025Q2: 43,250 shares; 2025Q3: 88,670 shares; 2025Q4: 199,540 shares; 2026Q1: 203,090 shares 203,090 $4.92M 0.38% +3,550 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: 35,498 shares; 2024Q4: 33,573 shares; 2025Q1: 32,313 shares; 2025Q2: 32,713 shares; 2025Q3: 43,778 shares; 2025Q4: 46,252 shares; 2026Q1: 48,702 shares 48,702 $4.73M 0.37% +2,450 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: 4,649 shares; 2025Q1: 4,617 shares; 2025Q2: 4,683 shares; 2025Q3: 4,783 shares; 2025Q4: 4,771 shares; 2026Q1: 4,902 shares 4,902 $4.71M 0.37% +131 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: 8,850 shares; 2024Q4: 8,810 shares; 2025Q1: 8,510 shares; 2025Q2: 8,510 shares; 2025Q3: 8,935 shares; 2025Q4: 8,935 shares; 2026Q1: 8,725 shares 8,725 $4.69M 0.37% -210 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,385 shares; 2024Q4: 35,417 shares; 2025Q1: 35,797 shares; 2025Q2: 35,347 shares; 2025Q3: 43,002 shares; 2025Q4: 49,247 shares; 2026Q1: 49,772 shares 49,772 $4.5M 0.35% +525 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: 7,691 shares; 2024Q4: 7,372 shares; 2025Q1: 7,898 shares; 2025Q2: 8,323 shares; 2025Q3: 11,259 shares; 2025Q4: 13,779 shares; 2026Q1: 15,774 shares 15,774 $4.48M 0.35% +1,995 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: 48,539 shares; 2024Q4: 47,023 shares; 2025Q1: 45,523 shares; 2025Q2: 43,346 shares; 2025Q3: 46,228 shares; 2025Q4: 45,790 shares; 2026Q1: 43,107 shares 43,107 $4.43M 0.35% -2,683 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,444 shares; 2024Q4: 17,444 shares; 2025Q1: 17,444 shares; 2025Q2: 17,444 shares; 2025Q3: 17,444 shares; 2025Q4: 16,139 shares; 2026Q1: 16,139 shares 16,139 $4.43M 0.35% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,967 shares; 2024Q4: 24,217 shares; 2025Q1: 25,767 shares; 2025Q2: 25,767 shares; 2025Q3: 28,317 shares; 2025Q4: 28,316 shares; 2026Q1: 28,286 shares 28,286 $4.32M 0.34% -30 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,068 shares; 2025Q1: 2,969 shares; 2025Q2: 7,325 shares; 2025Q3: 8,153 shares; 2025Q4: 8,914 shares; 2026Q1: 9,217 shares 9,217 $4.25M 0.33% +303 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: 33,233 shares; 2024Q4: 32,963 shares; 2025Q1: 33,948 shares; 2025Q2: 33,748 shares; 2025Q3: 39,502 shares; 2025Q4: 48,517 shares; 2026Q1: 74,026 shares 74,026 $4.2M 0.33% +25,509 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: 3,046 shares; 2024Q4: 4,114 shares; 2025Q1: 5,206 shares; 2025Q2: 4,809 shares; 2025Q3: 5,484 shares; 2025Q4: 5,729 shares; 2026Q1: 5,625 shares 5,625 $4.1M 0.32% -104 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: 29,838 shares; 2024Q4: 30,327 shares; 2025Q1: 29,701 shares; 2025Q2: 29,901 shares; 2025Q3: 31,204 shares; 2025Q4: 30,791 shares; 2026Q1: 30,472 shares 30,472 $3.99M 0.31% -319 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: 14,360 shares; 2025Q1: 14,290 shares; 2025Q2: 14,290 shares; 2025Q3: 16,210 shares; 2025Q4: 16,170 shares; 2026Q1: 18,470 shares 18,470 $3.95M 0.31% +2,300 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 18,920 shares; 2025Q1: 18,983 shares; 2025Q2: 22,774 shares; 2025Q3: 24,739 shares; 2025Q4: 24,595 shares; 2026Q1: 24,470 shares 24,470 $3.92M 0.31% -125 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,345 shares; 2024Q4: 33,380 shares; 2025Q1: 32,520 shares; 2025Q2: 30,145 shares; 2025Q3: 29,015 shares; 2025Q4: 28,830 shares; 2026Q1: 28,280 shares 28,280 $3.88M 0.3% -550 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: 4,807 shares; 2024Q4: 4,752 shares; 2025Q1: 4,278 shares; 2025Q2: 4,278 shares; 2025Q3: 6,233 shares; 2025Q4: 6,313 shares; 2026Q1: 6,363 shares 6,363 $3.85M 0.3% +50 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: 5,207 shares; 2024Q4: 5,207 shares; 2025Q1: 5,517 shares; 2025Q2: 5,517 shares; 2025Q3: 6,232 shares; 2025Q4: 6,221 shares; 2026Q1: 6,221 shares 6,221 $3.84M 0.3% 0 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: 41,389 shares; 2024Q4: 36,164 shares; 2025Q1: 39,725 shares; 2025Q2: 30,839 shares; 2025Q3: 31,834 shares; 2025Q4: 31,609 shares; 2026Q1: 31,407 shares 31,407 $3.78M 0.3% -202 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly 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: 166,650 shares; 2026Q1: 157,150 shares 157,150 $3.76M 0.29% -9,500 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: 18,057 shares; 2024Q4: 17,056 shares; 2025Q1: 17,051 shares; 2025Q2: 16,865 shares; 2025Q3: 16,655 shares; 2025Q4: 15,470 shares; 2026Q1: 15,430 shares 15,430 $3.74M 0.29% -40 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: 12,637 shares; 2024Q4: 11,397 shares; 2025Q1: 10,907 shares; 2025Q2: 11,404 shares; 2025Q3: 11,504 shares; 2025Q4: 11,374 shares; 2026Q1: 11,594 shares 11,594 $3.69M 0.29% +220 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,212 shares; 2024Q4: 81,412 shares; 2025Q1: 86,212 shares; 2025Q2: 86,212 shares; 2025Q3: 89,212 shares; 2025Q4: 89,212 shares; 2026Q1: 89,212 shares 89,212 $3.66M 0.29% 0 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: 11,634 shares; 2024Q4: 12,104 shares; 2025Q1: 12,069 shares; 2025Q2: 12,439 shares; 2025Q3: 14,729 shares; 2025Q4: 16,214 shares; 2026Q1: 16,469 shares 16,469 $3.61M 0.28% +255 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,350 shares; 2024Q4: 46,500 shares; 2025Q1: 70,200 shares; 2025Q2: 78,535 shares; 2025Q3: 90,735 shares; 2025Q4: 130,442 shares; 2026Q1: 157,647 shares 157,647 $3.45M 0.27% +27,205 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,054 shares; 2025Q1: 2,506 shares; 2025Q2: 2,505 shares; 2025Q3: 2,423 shares; 2025Q4: 2,509 shares; 2026Q1: 2,602 shares 2,602 $3.44M 0.27% +93 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,910 shares; 2025Q1: 4,395 shares; 2025Q2: 4,448 shares; 2025Q3: 9,408 shares; 2025Q4: 9,488 shares; 2026Q1: 9,833 shares 9,833 $3.32M 0.26% +345 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: 39,003 shares; 2024Q4: 37,173 shares; 2025Q1: 39,093 shares; 2025Q2: 40,273 shares; 2025Q3: 40,273 shares; 2025Q4: 39,494 shares; 2026Q1: 38,694 shares 38,694 $3.28M 0.26% -800 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: 15,628 shares; 2024Q4: 14,793 shares; 2025Q1: 19,263 shares; 2025Q2: 20,669 shares; 2025Q3: 22,903 shares; 2025Q4: 28,682 shares; 2026Q1: 35,209 shares 35,209 $3.19M 0.25% +6,527 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: 11,343 shares; 2024Q4: 10,711 shares; 2025Q1: 10,433 shares; 2025Q2: 10,383 shares; 2025Q3: 10,443 shares; 2025Q4: 10,439 shares; 2026Q1: 10,044 shares 10,044 $3.12M 0.24% -395 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: 1,345 shares; 2024Q4: 2,147 shares; 2025Q1: 4,433 shares; 2025Q2: 4,957 shares; 2025Q3: 5,983 shares; 2025Q4: 6,519 shares; 2026Q1: 15,494 shares 15,494 $2.97M 0.23% +8,975 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: not reported; 2024Q4: 8,136 shares; 2025Q1: 8,557 shares; 2025Q2: 8,602 shares; 2025Q3: 9,402 shares; 2025Q4: 9,392 shares; 2026Q1: 9,119 shares 9,119 $2.97M 0.23% -273 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: 6,385 shares; 2024Q4: 6,260 shares; 2025Q1: 6,370 shares; 2025Q2: 7,186 shares; 2025Q3: 7,731 shares; 2025Q4: 8,375 shares; 2026Q1: 9,020 shares 9,020 $2.95M 0.23% +645 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: 28,032 shares; 2024Q4: 29,852 shares; 2025Q1: 29,567 shares; 2025Q2: 30,134 shares; 2025Q3: 29,534 shares; 2025Q4: 29,386 shares; 2026Q1: 25,972 shares 25,972 $2.85M 0.22% -3,414 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,152 shares; 2025Q2: 3,152 shares; 2025Q3: 3,152 shares; 2025Q4: 3,152 shares; 2026Q1: 3,152 shares 3,152 $2.82M 0.22% 0 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: 20,292 shares; 2024Q4: 19,854 shares; 2025Q1: 18,197 shares; 2025Q2: 17,160 shares; 2025Q3: 13,202 shares; 2025Q4: 12,939 shares; 2026Q1: 12,285 shares 12,285 $2.78M 0.22% -654 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,630 shares; 2024Q4: 11,503 shares; 2025Q1: 9,994 shares; 2025Q2: 9,999 shares; 2025Q3: 10,069 shares; 2025Q4: 10,359 shares; 2026Q1: 9,940 shares 9,940 $2.76M 0.22% -419 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,986 shares; 2024Q4: 31,646 shares; 2025Q1: 36,883 shares; 2025Q2: 46,968 shares; 2025Q3: 46,688 shares; 2025Q4: 27,090 shares; 2026Q1: 27,445 shares 27,445 $2.75M 0.21% +355 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,132 shares; 2024Q4: 26,609 shares; 2025Q1: 24,374 shares; 2025Q2: 24,744 shares; 2025Q3: 23,964 shares; 2025Q4: 23,920 shares; 2026Q1: 22,900 shares 22,900 $2.65M 0.21% -1,020 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: 53,005 shares; 2024Q4: 48,621 shares; 2025Q1: 43,594 shares; 2025Q2: 43,649 shares; 2025Q3: 48,449 shares; 2025Q4: 47,422 shares; 2026Q1: 45,487 shares 45,487 $2.62M 0.21% -1,935 Timeline IBDR 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: 28,752 shares; 2025Q1: 32,402 shares; 2025Q2: 33,252 shares; 2025Q3: 54,842 shares; 2025Q4: 112,522 shares; 2026Q1: 107,622 shares 107,622 $2.61M 0.2% -4,900 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: 9,763 shares; 2024Q4: 10,005 shares; 2025Q1: 10,244 shares; 2025Q2: 8,068 shares; 2025Q3: 8,062 shares; 2025Q4: 8,088 shares; 2026Q1: 8,088 shares 8,088 $2.45M 0.19% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 711 shares; 2025Q1: 795 shares; 2025Q2: 833 shares; 2025Q3: 942 shares; 2025Q4: 862 shares; 2026Q1: 722 shares 722 $2.44M 0.19% -140 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,247 shares; 2024Q4: 31,418 shares; 2025Q1: 29,896 shares; 2025Q2: 26,934 shares; 2025Q3: 24,491 shares; 2025Q4: 18,549 shares; 2026Q1: 12,296 shares 12,296 $2.44M 0.19% -6,253 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,728 shares; 2024Q4: 61,853 shares; 2025Q1: 60,056 shares; 2025Q2: 53,395 shares; 2025Q3: 43,950 shares; 2025Q4: 30,186 shares; 2026Q1: 25,666 shares 25,666 $2.4M 0.19% -4,520 Timeline IBTI 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: 18,290 shares; 2025Q4: 108,290 shares; 2026Q1: 106,465 shares 106,465 $2.37M 0.19% -1,825 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: 15,807 shares; 2024Q4: 15,072 shares; 2025Q1: 15,072 shares; 2025Q2: 14,619 shares; 2025Q3: 15,119 shares; 2025Q4: 14,733 shares; 2026Q1: 13,963 shares 13,963 $2.36M 0.18% -770 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: 10,473 shares; 2024Q4: 9,672 shares; 2025Q1: 11,663 shares; 2025Q2: 10,838 shares; 2025Q3: 12,353 shares; 2025Q4: 12,332 shares; 2026Q1: 12,412 shares 12,412 $2.35M 0.18% +80 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: 8,341 shares; 2024Q4: 12,041 shares; 2025Q1: 12,436 shares; 2025Q2: 14,221 shares; 2025Q3: 13,857 shares; 2025Q4: 11,652 shares; 2026Q1: 10,871 shares 10,871 $2.28M 0.18% -781 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,454 shares; 2025Q1: 8,454 shares; 2025Q2: 8,454 shares; 2025Q3: 8,829 shares; 2025Q4: 8,420 shares; 2026Q1: 8,420 shares 8,420 $2.25M 0.18% 0 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: 94,514 shares; 2024Q4: 92,774 shares; 2025Q1: 95,301 shares; 2025Q2: 86,226 shares; 2025Q3: 81,824 shares; 2025Q4: 80,249 shares; 2026Q1: 79,412 shares 79,412 $2.23M 0.17% -837 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: 13,614 shares; 2024Q4: 13,614 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,366 shares; 2025Q4: 13,456 shares; 2026Q1: 13,456 shares 13,456 $2.21M 0.17% 0 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: 32,177 shares; 2024Q4: 32,592 shares; 2025Q1: 32,103 shares; 2025Q2: 31,937 shares; 2025Q3: 31,084 shares; 2025Q4: 29,384 shares; 2026Q1: 28,283 shares 28,283 $2.15M 0.17% -1,101 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: 29,912 shares; 2024Q4: 28,712 shares; 2025Q1: 27,962 shares; 2025Q2: 25,950 shares; 2025Q3: 24,925 shares; 2025Q4: 24,925 shares; 2026Q1: 25,725 shares 25,725 $2.12M 0.17% +800 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: 4,058 shares; 2024Q4: 4,379 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 5,054 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares 5,050 $2.1M 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: 2,971 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,016 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,056 shares 3,056 $2.08M 0.16% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 266 shares; 2025Q3: 331 shares; 2025Q4: 436 shares; 2026Q1: 492 shares 492 $2.07M 0.16% +56 Timeline IBTH 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: 93,800 shares; 2026Q1: 92,000 shares 92,000 $2.06M 0.16% -1,800 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: 12,821 shares; 2024Q4: 12,533 shares; 2025Q1: 13,196 shares; 2025Q2: 13,426 shares; 2025Q3: 14,487 shares; 2025Q4: 14,287 shares; 2026Q1: 14,009 shares 14,009 $2.03M 0.16% -278 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: 14,445 shares; 2024Q4: 13,910 shares; 2025Q1: 13,605 shares; 2025Q2: 13,605 shares; 2025Q3: 18,155 shares; 2025Q4: 18,252 shares; 2026Q1: 18,252 shares 18,252 $2.03M 0.16% 0 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: 10,262 shares; 2024Q4: 10,157 shares; 2025Q1: 9,105 shares; 2025Q2: 8,795 shares; 2025Q3: 8,947 shares; 2025Q4: 8,302 shares; 2026Q1: 8,452 shares 8,452 $2M 0.16% +150 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,150 shares; 2025Q3: 55,050 shares; 2025Q4: 83,400 shares; 2026Q1: 89,425 shares 89,425 $1.98M 0.15% +6,025 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: 8,113 shares; 2024Q4: 8,628 shares; 2025Q1: 9,105 shares; 2025Q2: 8,105 shares; 2025Q3: 8,104 shares; 2025Q4: 8,104 shares; 2026Q1: 8,104 shares 8,104 $1.96M 0.15% 0 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: 15,576 shares; 2024Q4: 15,576 shares; 2025Q1: 15,951 shares; 2025Q2: 15,967 shares; 2025Q3: 15,547 shares; 2025Q4: 13,313 shares; 2026Q1: 13,273 shares 13,273 $1.95M 0.15% -40 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,355 shares; 2024Q4: 150,000 shares; 2025Q1: 131,105 shares; 2025Q2: 121,355 shares; 2025Q3: 115,345 shares; 2025Q4: 68,995 shares; 2026Q1: 63,030 shares 63,030 $1.9M 0.15% -5,965 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: 17,091 shares; 2024Q4: 15,651 shares; 2025Q1: 15,651 shares; 2025Q2: 15,475 shares; 2025Q3: 15,289 shares; 2025Q4: 15,129 shares; 2026Q1: 15,059 shares 15,059 $1.87M 0.15% -70 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: 19,436 shares; 2024Q4: 19,321 shares; 2025Q1: 19,661 shares; 2025Q2: 19,296 shares; 2025Q3: 20,926 shares; 2025Q4: 20,749 shares; 2026Q1: 19,237 shares 19,237 $1.85M 0.14% -1,512 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: 3,007 shares; 2024Q4: 3,960 shares; 2025Q1: 4,232 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 3,743 shares; 2026Q1: 3,930 shares 3,930 $1.75M 0.14% +187 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: 16,720 shares; 2024Q4: 16,678 shares; 2025Q1: 19,164 shares; 2025Q2: 19,130 shares; 2025Q3: 17,510 shares; 2025Q4: 7,692 shares; 2026Q1: 6,997 shares 6,997 $1.7M 0.13% -695 Timeline IBHH 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: 21,300 shares; 2026Q1: 71,760 shares 71,760 $1.68M 0.13% +50,460 Timeline IBHI 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: 13,450 shares; 2026Q1: 72,335 shares 72,335 $1.68M 0.13% +58,885 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: 6,613 shares; 2024Q4: 6,545 shares; 2025Q1: 6,225 shares; 2025Q2: 6,520 shares; 2025Q3: 5,825 shares; 2025Q4: 5,576 shares; 2026Q1: 5,046 shares 5,046 $1.62M 0.13% -530 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 9,832 shares; 2025Q1: 9,832 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,522 shares; 2026Q1: 9,275 shares 9,275 $1.6M 0.13% -247 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: not reported; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 11,180 shares; 2025Q3: 12,220 shares; 2025Q4: 12,111 shares; 2026Q1: 12,151 shares 12,151 $1.59M 0.12% +40 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,450 shares 42,450 $1.58M 0.12% new 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: 8,275 shares; 2024Q4: 8,367 shares; 2025Q1: 8,342 shares; 2025Q2: 5,837 shares; 2025Q3: 6,147 shares; 2025Q4: 6,133 shares; 2026Q1: 6,343 shares 6,343 $1.57M 0.12% +210 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,688 shares; 2025Q1: 4,688 shares; 2025Q2: 4,488 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares; 2026Q1: 4,358 shares 4,358 $1.56M 0.12% -40 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,610 shares; 2024Q4: 51,910 shares; 2025Q1: 52,390 shares; 2025Q2: 51,740 shares; 2025Q3: 51,740 shares; 2025Q4: 51,490 shares; 2026Q1: 52,010 shares 52,010 $1.56M 0.12% +520 Timeline PBE 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: 19,000 shares; 2024Q4: 19,450 shares; 2025Q1: 19,450 shares; 2025Q2: 19,450 shares; 2025Q3: 19,450 shares; 2025Q4: 19,450 shares; 2026Q1: 19,450 shares 19,450 $1.54M 0.12% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,352 shares 5,352 $1.49M 0.12% new 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.11% 0 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: 14,230 shares; 2024Q4: 13,490 shares; 2025Q1: 13,435 shares; 2025Q2: 13,347 shares; 2025Q3: 13,547 shares; 2025Q4: 13,222 shares; 2026Q1: 12,102 shares 12,102 $1.44M 0.11% -1,120 Timeline IBDW 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: 29,050 shares; 2024Q4: 36,400 shares; 2025Q1: 41,400 shares; 2025Q2: 48,700 shares; 2025Q3: 54,750 shares; 2025Q4: 60,765 shares; 2026Q1: 67,720 shares 67,720 $1.42M 0.11% +6,955 Timeline IBTG 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: 16,000 shares; 2025Q3: 17,500 shares; 2025Q4: 62,500 shares; 2026Q1: 61,500 shares 61,500 $1.41M 0.11% -1,000 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: 15,550 shares; 2024Q4: 15,550 shares; 2025Q1: 15,311 shares; 2025Q2: 15,310 shares; 2025Q3: 15,310 shares; 2025Q4: 15,310 shares; 2026Q1: 15,310 shares 15,310 $1.37M 0.11% 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: 44,708 shares; 2024Q4: 43,474 shares; 2025Q1: 45,315 shares; 2025Q2: 41,492 shares; 2025Q3: 46,292 shares; 2025Q4: 46,292 shares; 2026Q1: 46,292 shares 46,292 $1.34M 0.1% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,350 shares 7,350 $1.32M 0.1% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,895 shares; 2025Q1: 1,393 shares; 2025Q2: 1,399 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares 1,479 $1.29M 0.1% 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 4,958 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 5,028 shares; 2026Q1: 4,830 shares 4,830 $1.28M 0.1% -198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 797 shares; 2025Q4: 5,070 shares; 2026Q1: 12,980 shares 12,980 $1.25M 0.1% +7,910 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: 20,361 shares; 2024Q4: 20,361 shares; 2025Q1: 17,561 shares; 2025Q2: 17,637 shares; 2025Q3: 17,337 shares; 2025Q4: 17,337 shares; 2026Q1: 15,337 shares 15,337 $1.22M 0.1% -2,000 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $1.18M 0.09% 0 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: 7,079 shares; 2024Q4: 6,804 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,374 shares; 2025Q4: 6,374 shares; 2026Q1: 6,454 shares 6,454 $1.18M 0.09% +80 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: 21,281 shares; 2024Q4: 52,095 shares; 2025Q1: 51,495 shares; 2025Q2: 49,560 shares; 2025Q3: 46,920 shares; 2025Q4: 46,920 shares; 2026Q1: 46,720 shares 46,720 $1.17M 0.09% -200 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: 20,353 shares; 2024Q4: 18,607 shares; 2025Q1: 20,678 shares; 2025Q2: 20,833 shares; 2025Q3: 21,390 shares; 2025Q4: 21,210 shares; 2026Q1: 20,655 shares 20,655 $1.16M 0.09% -555 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: 41,404 shares; 2024Q4: 40,479 shares; 2025Q1: 36,579 shares; 2025Q2: 34,129 shares; 2025Q3: 29,679 shares; 2025Q4: 28,271 shares; 2026Q1: 26,191 shares 26,191 $1.16M 0.09% -2,080 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,434 shares; 2025Q1: 3,209 shares; 2025Q2: 3,213 shares; 2025Q3: 3,117 shares; 2025Q4: 2,990 shares; 2026Q1: 2,794 shares 2,794 $1.14M 0.09% -196 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,413 shares; 2024Q4: 11,319 shares; 2025Q1: 11,192 shares; 2025Q2: 10,478 shares; 2025Q3: 9,516 shares; 2025Q4: 8,464 shares; 2026Q1: 5,410 shares 5,410 $1.13M 0.09% -3,054 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: 7,066 shares; 2024Q4: 7,491 shares; 2025Q1: 7,431 shares; 2025Q2: 6,906 shares; 2025Q3: 7,226 shares; 2025Q4: 5,773 shares; 2026Q1: 5,773 shares 5,773 $1.12M 0.09% 0 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: 32,782 shares; 2024Q4: 29,191 shares; 2025Q1: 28,281 shares; 2025Q2: 26,191 shares; 2025Q3: 22,321 shares; 2025Q4: 21,921 shares; 2026Q1: 20,651 shares 20,651 $1.09M 0.09% -1,270 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 24,636 shares; 2025Q1: 24,636 shares; 2025Q2: 24,636 shares; 2025Q3: 24,536 shares; 2025Q4: 23,786 shares; 2026Q1: 21,536 shares 21,536 $1.09M 0.08% -2,250 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: 16,630 shares; 2024Q4: 28,355 shares; 2025Q1: 32,430 shares; 2025Q2: 42,607 shares; 2025Q3: 51,660 shares; 2025Q4: 54,015 shares; 2026Q1: 17,212 shares 17,212 $1.08M 0.08% -36,803 Timeline BANK OF AMER CORP 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 894 shares; 2025Q4: 888 shares; 2026Q1: 888 shares 888 $1.06M 0.08% 0 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: 3,305 shares; 2024Q4: 3,434 shares; 2025Q1: 3,334 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares 2,894 $1.04M 0.08% 0 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: 2,270 shares; 2024Q4: 2,303 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,483 shares; 2025Q4: 2,483 shares; 2026Q1: 2,403 shares 2,403 $1.03M 0.08% -80 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: 3,465 shares; 2024Q4: 2,865 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,765 shares 2,765 $1.03M 0.08% -100 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $1.02M 0.08% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,976 shares 12,976 $988K 0.08% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,657 shares; 2025Q1: 5,305 shares; 2025Q2: 4,565 shares; 2025Q3: 4,535 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares 4,385 $970K 0.08% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: 12,690 shares; 2025Q1: 11,590 shares; 2025Q2: 23,180 shares; 2025Q3: 23,092 shares; 2025Q4: 23,092 shares; 2026Q1: 20,692 shares 20,692 $960K 0.08% -2,400 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,958 shares; 2024Q4: 17,858 shares; 2025Q1: 17,858 shares; 2025Q2: 17,858 shares; 2025Q3: 17,858 shares; 2025Q4: 17,858 shares; 2026Q1: 17,616 shares 17,616 $941K 0.07% -242 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: 27,056 shares; 2024Q4: 24,885 shares; 2025Q1: 24,915 shares; 2025Q2: 24,692 shares; 2025Q3: 23,212 shares; 2025Q4: 18,230 shares; 2026Q1: 18,230 shares 18,230 $915K 0.07% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 15,383 shares; 2025Q1: 14,223 shares; 2025Q2: 14,418 shares; 2025Q3: 14,418 shares; 2025Q4: 14,118 shares; 2026Q1: 13,175 shares 13,175 $913K 0.07% -943 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: 6,166 shares; 2024Q4: 6,166 shares; 2025Q1: 6,168 shares; 2025Q2: 6,091 shares; 2025Q3: 6,219 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $900K 0.07% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 19,961 shares; 2025Q1: 16,661 shares; 2025Q2: 17,561 shares; 2025Q3: 17,561 shares; 2025Q4: 18,361 shares; 2026Q1: 17,261 shares 17,261 $884K 0.07% -1,100 Timeline IBIE 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: 33,500 shares; 2025Q3: 33,500 shares; 2025Q4: 33,500 shares; 2026Q1: 33,500 shares 33,500 $879K 0.07% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $869K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,927 shares; 2025Q1: 7,930 shares; 2025Q2: 7,392 shares; 2025Q3: 6,472 shares; 2025Q4: 5,230 shares; 2026Q1: 4,546 shares 4,546 $849K 0.07% -684 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,190 shares; 2025Q4: 1,340 shares; 2026Q1: 1,285 shares 1,285 $839K 0.07% -55 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: 15,128 shares; 2024Q4: 14,630 shares; 2025Q1: 15,492 shares; 2025Q2: 15,618 shares; 2025Q3: 15,078 shares; 2025Q4: 14,578 shares; 2026Q1: 13,778 shares 13,778 $836K 0.07% -800 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: 11,025 shares; 2024Q4: 10,950 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares 11,750 $831K 0.06% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 9,144 shares; 2025Q1: 8,844 shares; 2025Q2: 8,784 shares; 2025Q3: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares 8,784 $820K 0.06% 0 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: 4,890 shares; 2024Q4: 4,900 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares 3,795 $772K 0.06% 0 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: not reported; 2024Q4: 14,998 shares; 2025Q1: 8,740 shares; 2025Q2: 8,740 shares; 2025Q3: 9,640 shares; 2025Q4: 9,636 shares; 2026Q1: 9,636 shares 9,636 $772K 0.06% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,975 shares; 2024Q4: 18,975 shares; 2025Q1: 18,975 shares; 2025Q2: 18,975 shares; 2025Q3: 18,975 shares; 2025Q4: 18,975 shares; 2026Q1: 18,975 shares 18,975 $764K 0.06% 0 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: 2,476 shares; 2024Q4: 2,533 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,605 shares 2,605 $748K 0.06% +147 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: 2,905 shares; 2024Q4: 2,730 shares; 2025Q1: 2,682 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares 5,505 $732K 0.06% 0 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: 41,419 shares; 2024Q4: 35,569 shares; 2025Q1: 33,322 shares; 2025Q2: 26,863 shares; 2025Q3: 24,430 shares; 2025Q4: 24,005 shares; 2026Q1: 19,540 shares 19,540 $718K 0.06% -4,465 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,444 shares; 2025Q1: 2,446 shares; 2025Q2: 2,446 shares; 2025Q3: 2,254 shares; 2025Q4: 2,254 shares; 2026Q1: 2,054 shares 2,054 $705K 0.06% -200 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 20,305 shares; 2025Q1: 23,115 shares; 2025Q2: 20,875 shares; 2025Q3: 12,846 shares; 2025Q4: 11,390 shares; 2026Q1: 5,935 shares 5,935 $676K 0.05% -5,455 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: 3,000 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $673K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 4,817 shares; 2025Q1: 4,782 shares; 2025Q2: 4,672 shares; 2025Q3: 4,637 shares; 2025Q4: 4,537 shares; 2026Q1: 4,266 shares 4,266 $671K 0.05% -271 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $667K 0.05% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,407 shares; 2025Q1: 9,272 shares; 2025Q2: 8,987 shares; 2025Q3: 8,351 shares; 2025Q4: 8,094 shares; 2026Q1: 7,492 shares 7,492 $662K 0.05% -602 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,833 shares; 2024Q4: 28,093 shares; 2025Q1: 29,148 shares; 2025Q2: 29,343 shares; 2025Q3: 29,823 shares; 2025Q4: 20,763 shares; 2026Q1: 10,049 shares 10,049 $655K 0.05% -10,714 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,931 shares; 2026Q1: 5,679 shares 5,679 $655K 0.05% -252 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: 7,348 shares; 2024Q4: 34,615 shares; 2025Q1: 30,865 shares; 2025Q2: 24,815 shares; 2025Q3: 24,290 shares; 2025Q4: 20,990 shares; 2026Q1: 14,410 shares 14,410 $653K 0.05% -6,580 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: 24,233 shares; 2024Q4: 19,533 shares; 2025Q1: 19,400 shares; 2025Q2: 20,400 shares; 2025Q3: 20,150 shares; 2025Q4: 22,650 shares; 2026Q1: 21,450 shares 21,450 $650K 0.05% -1,200 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: 23,841 shares; 2025Q1: 53,911 shares; 2025Q2: 54,061 shares; 2025Q3: 36,311 shares; 2025Q4: 12,470 shares; 2026Q1: 12,445 shares 12,445 $640K 0.05% -25 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: 18,752 shares; 2024Q4: 17,202 shares; 2025Q1: 16,477 shares; 2025Q2: 16,477 shares; 2025Q3: 12,887 shares; 2025Q4: 11,432 shares; 2026Q1: 11,432 shares 11,432 $638K 0.05% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,592 shares; 2025Q2: 3,645 shares; 2025Q3: 7,145 shares; 2025Q4: 8,040 shares; 2026Q1: 6,295 shares 6,295 $626K 0.05% -1,745 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: 2,474 shares; 2026Q1: 2,694 shares 2,694 $605K 0.05% +220 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: 2,370 shares; 2024Q4: 2,365 shares; 2025Q1: 2,380 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,705 shares; 2026Q1: 2,730 shares 2,730 $587K 0.05% +25 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: 11,220 shares; 2024Q4: 11,070 shares; 2025Q1: 11,070 shares; 2025Q2: 8,420 shares; 2025Q3: 8,419 shares; 2025Q4: 8,144 shares; 2026Q1: 8,144 shares 8,144 $581K 0.05% 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: 2,286 shares; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares 2,778 $576K 0.05% 0 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: 473 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 963 shares 963 $576K 0.05% +443 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: not reported; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,314 shares; 2026Q1: 1,324 shares 1,324 $565K 0.04% +10 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: 3,254 shares; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,354 shares; 2025Q3: 3,348 shares; 2025Q4: 3,348 shares; 2026Q1: 3,348 shares 3,348 $554K 0.04% 0 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: 804 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 793 shares 793 $553K 0.04% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,030 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $552K 0.04% 0 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: 6,922 shares; 2024Q4: 4,372 shares; 2025Q1: 4,372 shares; 2025Q2: 4,372 shares; 2025Q3: 4,372 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares 4,122 $544K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,505 shares 2,505 $543K 0.04% +100 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,315 shares; 2025Q1: 5,175 shares; 2025Q2: 5,170 shares; 2025Q3: 4,555 shares; 2025Q4: 4,135 shares; 2026Q1: 2,485 shares 2,485 $538K 0.04% -1,650 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,094 shares; 2024Q4: 13,014 shares; 2025Q1: 12,894 shares; 2025Q2: 12,126 shares; 2025Q3: 12,126 shares; 2025Q4: 12,126 shares; 2026Q1: 11,621 shares 11,621 $532K 0.04% -505 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,041 shares 4,041 $530K 0.04% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 7,201 shares; 2025Q4: 7,193 shares; 2026Q1: 7,193 shares 7,193 $511K 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $509K 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: not reported; 2024Q4: 5,901 shares; 2025Q1: 4,619 shares; 2025Q2: 4,416 shares; 2025Q3: 4,416 shares; 2025Q4: 4,093 shares; 2026Q1: 4,093 shares 4,093 $496K 0.04% 0 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: 2,322 shares; 2024Q4: 2,359 shares; 2025Q1: 2,434 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,323 shares; 2026Q1: 1,891 shares 1,891 $495K 0.04% -432 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,371 shares; 2025Q4: 3,271 shares; 2026Q1: 3,071 shares 3,071 $483K 0.04% -200 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $480K 0.04% 0 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: 4,050 shares; 2024Q4: 4,435 shares; 2025Q1: 4,435 shares; 2025Q2: 4,435 shares; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares 4,935 $476K 0.04% 0 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: 6,103 shares; 2024Q4: 5,198 shares; 2025Q1: 6,346 shares; 2025Q2: 5,924 shares; 2025Q3: 6,324 shares; 2025Q4: 6,164 shares; 2026Q1: 6,164 shares 6,164 $475K 0.04% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $474K 0.04% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,231 shares; 2024Q4: 11,753 shares; 2025Q1: 11,772 shares; 2025Q2: 10,831 shares; 2025Q3: 12,231 shares; 2025Q4: 11,831 shares; 2026Q1: 8,981 shares 8,981 $467K 0.04% -2,850 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 3,499 shares; 2025Q1: 3,199 shares; 2025Q2: 3,049 shares; 2025Q3: 3,609 shares; 2025Q4: 3,609 shares; 2026Q1: 3,609 shares 3,609 $457K 0.04% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,888 shares; 2025Q1: 5,906 shares; 2025Q2: 5,768 shares; 2025Q3: 5,768 shares; 2025Q4: 5,768 shares; 2026Q1: 5,388 shares 5,388 $451K 0.04% -380 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,799 shares; 2024Q4: 3,799 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares; 2026Q1: 3,799 shares 3,799 $439K 0.03% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 2,100 shares; 2025Q1: 4,092 shares; 2025Q2: 4,092 shares; 2025Q3: 4,092 shares; 2025Q4: 4,092 shares; 2026Q1: 4,092 shares 4,092 $437K 0.03% 0 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: 4,313 shares; 2024Q4: 4,126 shares; 2025Q1: 4,038 shares; 2025Q2: 4,038 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares 4,388 $423K 0.03% 0 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: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,575 shares; 2026Q1: 4,575 shares 4,575 $422K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $421K 0.03% 0 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: 5,591 shares; 2024Q4: 5,211 shares; 2025Q1: 5,101 shares; 2025Q2: 5,321 shares; 2025Q3: 5,321 shares; 2025Q4: 4,326 shares; 2026Q1: 3,756 shares 3,756 $416K 0.03% -570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $410K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $406K 0.03% 0 Timeline IBMQ 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 9,750 shares; 2025Q4: 12,750 shares; 2026Q1: 15,750 shares 15,750 $402K 0.03% +3,000 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares 1,510 $401K 0.03% 0 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: 4,713 shares; 2024Q4: 3,163 shares; 2025Q1: 2,950 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 2,950 shares 2,950 $400K 0.03% -1,550 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $397K 0.03% 0 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: 2,700 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 2,848 shares 2,848 $397K 0.03% -352 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $396K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $396K 0.03% 0 Timeline IHAK 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: 10,286 shares; 2024Q4: 9,958 shares; 2025Q1: 9,508 shares; 2025Q2: 9,508 shares; 2025Q3: 9,348 shares; 2025Q4: 9,348 shares; 2026Q1: 9,006 shares 9,006 $393K 0.03% -342 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares 4,280 $393K 0.03% 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: 745 shares; 2024Q4: 750 shares; 2025Q1: 870 shares; 2025Q2: 810 shares; 2025Q3: 1,110 shares; 2025Q4: 850 shares; 2026Q1: 840 shares 840 $389K 0.03% -10 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: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 1,658 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $387K 0.03% 0 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: 5,710 shares; 2024Q4: 17,130 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 15,720 shares; 2025Q4: 14,940 shares; 2026Q1: 14,940 shares 14,940 $383K 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,386 shares; 2025Q1: 7,226 shares; 2025Q2: 7,226 shares; 2025Q3: 7,226 shares; 2025Q4: 5,876 shares; 2026Q1: 5,876 shares 5,876 $377K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,366 shares; 2025Q1: 5,596 shares; 2025Q2: 5,596 shares; 2025Q3: 5,596 shares; 2025Q4: 5,596 shares; 2026Q1: 5,596 shares 5,596 $369K 0.03% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,756 shares 2,756 $364K 0.03% +700 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,130 shares; 2025Q1: 1,670 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $363K 0.03% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,773 shares; 2025Q1: 4,773 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares; 2026Q1: 4,773 shares 4,773 $354K 0.03% 0 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: 49,070 shares; 2024Q4: 34,960 shares; 2025Q1: 22,125 shares; 2025Q2: 19,512 shares; 2025Q3: 17,455 shares; 2025Q4: 14,690 shares; 2026Q1: 12,216 shares 12,216 $351K 0.03% -2,474 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799 $347K 0.03% 0 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 6,815 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares; 2026Q1: 5,065 shares 5,065 $342K 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,755 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620 $338K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 6,043 shares; 2025Q1: 6,367 shares; 2025Q2: 6,447 shares; 2025Q3: 5,945 shares; 2025Q4: 3,279 shares; 2026Q1: 953 shares 953 $337K 0.03% -2,326 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: 4,085 shares; 2024Q4: 4,112 shares; 2025Q1: 4,620 shares; 2025Q2: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 4,548 shares; 2026Q1: 4,548 shares 4,548 $335K 0.03% 0 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: 4,640 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 3,390 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 4,215 shares 4,215 $334K 0.03% +825 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $334K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,790 shares; 2026Q1: 5,790 shares 5,790 $330K 0.03% 0 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: 3,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: 8,320 shares; 2026Q1: 6,920 shares 6,920 $318K 0.02% -1,400 Timeline IBDX 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: 12,250 shares; 2025Q1: 11,600 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,325 shares; 2026Q1: 12,325 shares 12,325 $311K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,832 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares 1,975 $307K 0.02% 0 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $299K 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: 3,230 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 3,075 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,235 shares 3,235 $298K 0.02% -440 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: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares 4,725 $292K 0.02% 0 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: 2,030 shares; 2024Q4: 1,640 shares; 2025Q1: 1,540 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $287K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,300 shares; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 1,770 shares; 2025Q4: 1,340 shares; 2026Q1: 1,320 shares 1,320 $286K 0.02% -20 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: not reported; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,439 shares; 2026Q1: 2,439 shares 2,439 $280K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,828 shares; 2024Q4: 3,528 shares; 2025Q1: 3,528 shares; 2025Q2: 3,528 shares; 2025Q3: 3,348 shares; 2025Q4: 3,548 shares; 2026Q1: 3,548 shares 3,548 $278K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,838 shares; 2024Q4: 12,813 shares; 2025Q1: 9,016 shares; 2025Q2: 8,896 shares; 2025Q3: 9,819 shares; 2025Q4: 3,785 shares; 2026Q1: 2,340 shares 2,340 $277K 0.02% -1,445 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: not reported; 2024Q4: not reported; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares 7,300 $276K 0.02% 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: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,225 shares; 2025Q4: 3,225 shares; 2026Q1: 3,225 shares 3,225 $275K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $272K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $270K 0.02% new Timeline IBMR 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: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 10,550 shares 10,550 $267K 0.02% +2,250 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: not reported; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,250 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $266K 0.02% 0 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: 1,417 shares; 2024Q4: 1,522 shares; 2025Q1: 1,522 shares; 2025Q2: 1,622 shares; 2025Q3: 1,657 shares; 2025Q4: 1,712 shares; 2026Q1: 1,812 shares 1,812 $266K 0.02% +100 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: 1,869 shares; 2024Q4: 1,871 shares; 2025Q1: 1,873 shares; 2025Q2: 1,876 shares; 2025Q3: 1,878 shares; 2025Q4: 1,785 shares; 2026Q1: 1,787 shares 1,787 $261K 0.02% +2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $260K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,510 shares 2,510 $260K 0.02% -290 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares 1,520 $257K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 10,000 shares 10,000 $254K 0.02% +2,000 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: not reported; 2024Q4: not reported; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,471 shares; 2025Q4: 3,471 shares; 2026Q1: 3,471 shares 3,471 $253K 0.02% 0 Timeline UTMD UTAH MED PRODS INC More: the full row for UTAH MED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $248K 0.02% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,333 shares; 2024Q4: 11,024 shares; 2025Q1: 12,424 shares; 2025Q2: 13,099 shares; 2025Q3: 12,277 shares; 2025Q4: 10,040 shares; 2026Q1: 9,365 shares 9,365 $248K 0.02% -675 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 320 shares 320 $247K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: not reported; 2025Q1: 937 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918 $245K 0.02% 0 Timeline DFAS 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: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares 3,440 $245K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 683 shares 683 $243K 0.02% new 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: 1,897 shares; 2024Q4: 1,585 shares; 2025Q1: not reported; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,860 shares; 2026Q1: 1,460 shares 1,460 $236K 0.02% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares 2,523 $235K 0.02% new 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: 626 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626 $232K 0.02% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 2,346 shares; 2025Q2: 2,259 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,243 shares 2,243 $232K 0.02% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $227K 0.02% 0 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: 4,436 shares; 2024Q4: 8,871 shares; 2025Q1: not reported; 2025Q2: 8,371 shares; 2025Q3: 8,371 shares; 2025Q4: 7,591 shares; 2026Q1: 7,591 shares 7,591 $221K 0.02% 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: 5,021 shares; 2024Q4: not reported; 2025Q1: 3,161 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,261 shares; 2026Q1: 3,061 shares 3,061 $220K 0.02% -200 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $220K 0.02% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $219K 0.02% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $211K 0.02% 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: 3,308 shares; 2024Q4: 2,910 shares; 2025Q1: 2,545 shares; 2025Q2: 2,520 shares; 2025Q3: 2,250 shares; 2025Q4: 1,850 shares; 2026Q1: 1,550 shares 1,550 $211K 0.02% -300 Timeline IBTJ 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: 9,500 shares 9,500 $208K 0.02% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $206K 0.02% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,230 shares 2,230 $204K 0.02% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,735 shares; 2026Q1: 3,675 shares 3,675 $203K 0.02% -60 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,065 shares; 2025Q1: 4,515 shares; 2025Q2: 3,915 shares; 2025Q3: 3,410 shares; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $202K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,288 shares 2,288 $202K 0.02% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,751 shares; 2024Q4: 29,502 shares; 2025Q1: 29,502 shares; 2025Q2: 29,502 shares; 2025Q3: 29,502 shares; 2025Q4: 19,668 shares; 2026Q1: 19,668 shares 19,668 $41.7K <0.01% 0 Timeline