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: 139,901 shares; 2024Q4: 141,272 shares; 2025Q1: 141,089 shares; 2025Q2: 140,274 shares; 2025Q3: 142,646 shares; 2025Q4: 152,318 shares; 2026Q1: 153,212 shares 153,212 $38.9M 5.07% +894 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,132 shares; 2024Q4: 136,989 shares; 2025Q1: 152,929 shares; 2025Q2: 180,568 shares; 2025Q3: 206,478 shares; 2025Q4: 270,551 shares; 2026Q1: 439,844 shares 439,844 $30.1M 3.92% +169,293 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: 139,649 shares; 2024Q4: 139,334 shares; 2025Q1: 138,002 shares; 2025Q2: 141,422 shares; 2025Q3: 144,169 shares; 2025Q4: 149,892 shares; 2026Q1: 162,857 shares 162,857 $28.4M 3.7% +12,965 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: 116,277 shares; 2024Q4: 118,373 shares; 2025Q1: 121,199 shares; 2025Q2: 117,859 shares; 2025Q3: 113,824 shares; 2025Q4: 204,653 shares; 2026Q1: 180,955 shares 180,955 $24M 3.13% -23,698 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: 52,381 shares; 2024Q4: 52,390 shares; 2025Q1: 51,511 shares; 2025Q2: 53,025 shares; 2025Q3: 54,105 shares; 2025Q4: 54,228 shares; 2026Q1: 55,334 shares 55,334 $20.5M 2.67% +1,106 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: 64,514 shares; 2024Q4: 66,126 shares; 2025Q1: 59,855 shares; 2025Q2: 60,104 shares; 2025Q3: 62,024 shares; 2025Q4: 69,660 shares; 2026Q1: 71,633 shares 71,633 $14.9M 1.94% +1,973 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: 42,763 shares; 2024Q4: 46,084 shares; 2025Q1: 44,733 shares; 2025Q2: 43,633 shares; 2025Q3: 44,518 shares; 2025Q4: 47,035 shares; 2026Q1: 50,611 shares 50,611 $14.6M 1.9% +3,576 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: 33,103 shares; 2024Q4: 32,708 shares; 2025Q1: 32,763 shares; 2025Q2: 32,983 shares; 2025Q3: 33,187 shares; 2025Q4: 33,849 shares; 2026Q1: 36,472 shares 36,472 $11.3M 1.47% +2,623 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,569 shares; 2024Q4: 81,083 shares; 2025Q1: 88,790 shares; 2025Q2: 88,529 shares; 2025Q3: 88,902 shares; 2025Q4: 94,606 shares; 2026Q1: 114,556 shares 114,556 $10.9M 1.42% +19,950 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: 33,969 shares; 2024Q4: 36,700 shares; 2025Q1: 35,519 shares; 2025Q2: 34,354 shares; 2025Q3: 34,044 shares; 2025Q4: 34,765 shares; 2026Q1: 37,092 shares 37,092 $10.6M 1.39% +2,327 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,749 shares; 2024Q4: 164,508 shares; 2025Q1: 167,836 shares; 2025Q2: 173,364 shares; 2025Q3: 172,838 shares; 2025Q4: 161,500 shares; 2026Q1: 140,535 shares 140,535 $9.86M 1.29% -20,965 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,704 shares; 2024Q4: 237,369 shares; 2025Q1: 220,711 shares; 2025Q2: 246,333 shares; 2025Q3: 256,193 shares; 2025Q4: 239,882 shares; 2026Q1: 196,097 shares 196,097 $9.68M 1.26% -43,785 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: 14,351 shares; 2024Q4: 14,337 shares; 2025Q1: 14,663 shares; 2025Q2: 15,256 shares; 2025Q3: 15,621 shares; 2025Q4: 15,490 shares; 2026Q1: 16,785 shares 16,785 $9.6M 1.25% +1,295 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: 58,778 shares; 2024Q4: 61,395 shares; 2025Q1: 66,434 shares; 2025Q2: 68,475 shares; 2025Q3: 68,805 shares; 2025Q4: 71,394 shares; 2026Q1: 80,702 shares 80,702 $9.57M 1.25% +9,308 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: 208,184 shares; 2024Q4: 215,620 shares; 2025Q1: 212,570 shares; 2025Q2: 221,033 shares; 2025Q3: 233,401 shares; 2025Q4: 216,333 shares; 2026Q1: 183,736 shares 183,736 $9.41M 1.23% -32,597 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,041 shares; 2024Q4: 45,551 shares; 2025Q1: 49,801 shares; 2025Q2: 48,500 shares; 2025Q3: 45,776 shares; 2025Q4: 84,897 shares; 2026Q1: 84,437 shares 84,437 $9.2M 1.2% -460 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,313 shares; 2024Q4: 53,621 shares; 2025Q1: 54,885 shares; 2025Q2: 57,598 shares; 2025Q3: 57,237 shares; 2025Q4: 52,856 shares; 2026Q1: 46,598 shares 46,598 $8.94M 1.16% -6,258 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: 96,610 shares; 2024Q4: 102,587 shares; 2025Q1: 110,532 shares; 2025Q2: 113,984 shares; 2025Q3: 122,491 shares; 2025Q4: 115,563 shares; 2026Q1: 101,739 shares 101,739 $8.4M 1.09% -13,824 Timeline IDEV 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: 110,848 shares; 2024Q4: 115,665 shares; 2025Q1: 118,970 shares; 2025Q2: 117,174 shares; 2025Q3: 122,424 shares; 2025Q4: 115,048 shares; 2026Q1: 98,250 shares 98,250 $8.21M 1.07% -16,798 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: 24,383 shares; 2024Q4: 24,569 shares; 2025Q1: 24,448 shares; 2025Q2: 25,508 shares; 2025Q3: 25,731 shares; 2025Q4: 26,353 shares; 2026Q1: 27,878 shares 27,878 $8.2M 1.07% +1,525 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: 92,371 shares; 2024Q4: 90,133 shares; 2025Q1: 89,628 shares; 2025Q2: 89,809 shares; 2025Q3: 88,289 shares; 2025Q4: 82,177 shares; 2026Q1: 73,228 shares 73,228 $8.12M 1.06% -8,949 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: 68,006 shares; 2024Q4: 71,121 shares; 2025Q1: 66,099 shares; 2025Q2: 72,170 shares; 2025Q3: 69,375 shares; 2025Q4: 62,268 shares; 2026Q1: 54,470 shares 54,470 $7.99M 1.04% -7,798 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,792 shares; 2025Q1: 6,007 shares; 2025Q2: 10,319 shares; 2025Q3: 11,125 shares; 2025Q4: 26,706 shares; 2026Q1: 77,950 shares 77,950 $7.74M 1.01% +51,244 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 17,576 shares; 2025Q1: 15,521 shares; 2025Q2: 16,840 shares; 2025Q3: 17,442 shares; 2025Q4: 18,612 shares; 2026Q1: 19,403 shares 19,403 $7.21M 0.94% +791 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: 57,269 shares; 2024Q4: 57,937 shares; 2025Q1: 57,890 shares; 2025Q2: 58,630 shares; 2025Q3: 57,418 shares; 2025Q4: 53,838 shares; 2026Q1: 44,478 shares 44,478 $7.19M 0.94% -9,360 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,049 shares; 2024Q4: 42,248 shares; 2025Q1: 47,502 shares; 2025Q2: 38,183 shares; 2025Q3: 49,812 shares; 2025Q4: 60,880 shares; 2026Q1: 63,978 shares 63,978 $6.79M 0.88% +3,098 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,163 shares; 2024Q4: 84,542 shares; 2025Q1: 86,804 shares; 2025Q2: 89,293 shares; 2025Q3: 89,583 shares; 2025Q4: 82,528 shares; 2026Q1: 82,237 shares 82,237 $6.63M 0.86% -291 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: 6,121 shares; 2024Q4: 6,065 shares; 2025Q1: 6,146 shares; 2025Q2: 6,067 shares; 2025Q3: 6,174 shares; 2025Q4: 6,543 shares; 2026Q1: 6,993 shares 6,993 $6.43M 0.84% +450 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: 61,889 shares; 2024Q4: 63,055 shares; 2025Q1: 67,329 shares; 2025Q2: 70,931 shares; 2025Q3: 72,321 shares; 2025Q4: 67,989 shares; 2026Q1: 46,162 shares 46,162 $5.74M 0.75% -21,827 Timeline DFAI 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: 166,394 shares; 2024Q4: 173,457 shares; 2025Q1: 178,685 shares; 2025Q2: 176,637 shares; 2025Q3: 184,060 shares; 2025Q4: 172,361 shares; 2026Q1: 147,148 shares 147,148 $5.73M 0.75% -25,213 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: 25,118 shares; 2024Q4: 36,822 shares; 2025Q1: 34,951 shares; 2025Q2: 35,906 shares; 2025Q3: 35,802 shares; 2025Q4: 36,712 shares; 2026Q1: 33,612 shares 33,612 $5.7M 0.74% -3,100 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,608 shares; 2025Q1: 8,948 shares; 2025Q2: 9,528 shares; 2025Q3: 9,119 shares; 2025Q4: 10,288 shares; 2026Q1: 11,446 shares 11,446 $5.48M 0.71% +1,158 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: 11,963 shares; 2024Q4: 16,074 shares; 2025Q1: 18,216 shares; 2025Q2: 15,475 shares; 2025Q3: 17,505 shares; 2025Q4: 18,649 shares; 2026Q1: 22,394 shares 22,394 $5.47M 0.71% +3,745 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,935 shares; 2024Q4: 120,253 shares; 2025Q1: 131,892 shares; 2025Q2: 135,955 shares; 2025Q3: 143,346 shares; 2025Q4: 132,100 shares; 2026Q1: 111,664 shares 111,664 $5.24M 0.68% -20,436 Timeline TLH 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: 49,140 shares; 2024Q4: 52,303 shares; 2025Q1: 58,562 shares; 2025Q2: 61,743 shares; 2025Q3: 66,290 shares; 2025Q4: 60,409 shares; 2026Q1: 51,771 shares 51,771 $5.21M 0.68% -8,638 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,739 shares; 2024Q4: 119,575 shares; 2025Q1: 130,313 shares; 2025Q2: 135,838 shares; 2025Q3: 144,038 shares; 2025Q4: 133,891 shares; 2026Q1: 113,682 shares 113,682 $5.21M 0.68% -20,209 Timeline IQDG 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: 135,517 shares; 2024Q4: 138,632 shares; 2025Q1: 148,538 shares; 2025Q2: 149,617 shares; 2025Q3: 157,906 shares; 2025Q4: 148,965 shares; 2026Q1: 127,826 shares 127,826 $5.13M 0.67% -21,139 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: 25,092 shares; 2024Q4: 27,346 shares; 2025Q1: 26,899 shares; 2025Q2: 27,818 shares; 2025Q3: 29,301 shares; 2025Q4: 34,621 shares; 2026Q1: 40,367 shares 40,367 $5.02M 0.65% +5,746 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: 10,577 shares; 2024Q4: 10,688 shares; 2025Q1: 10,766 shares; 2025Q2: 11,196 shares; 2025Q3: 11,573 shares; 2025Q4: 13,284 shares; 2026Q1: 14,925 shares 14,925 $4.51M 0.59% +1,641 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: 3,407 shares; 2024Q4: 3,436 shares; 2025Q1: 3,355 shares; 2025Q2: 3,490 shares; 2025Q3: 3,476 shares; 2025Q4: 3,602 shares; 2026Q1: 4,481 shares 4,481 $4.47M 0.58% +879 Timeline XLP 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: 61,056 shares; 2024Q4: 65,392 shares; 2025Q1: 63,825 shares; 2025Q2: 65,988 shares; 2025Q3: 66,272 shares; 2025Q4: 61,932 shares; 2026Q1: 51,684 shares 51,684 $4.24M 0.55% -10,248 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: 3,458 shares; 2024Q4: 3,427 shares; 2025Q1: 3,493 shares; 2025Q2: 3,583 shares; 2025Q3: 3,595 shares; 2025Q4: 36,975 shares; 2026Q1: 41,555 shares 41,555 $4M 0.52% +4,580 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: 22,262 shares; 2024Q4: 21,984 shares; 2025Q1: 21,423 shares; 2025Q2: 21,078 shares; 2025Q3: 20,658 shares; 2025Q4: 19,224 shares; 2026Q1: 18,567 shares 18,567 $3.58M 0.47% -657 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,725 shares; 2024Q4: 23,044 shares; 2025Q1: 23,214 shares; 2025Q2: 23,935 shares; 2025Q3: 23,998 shares; 2025Q4: 28,037 shares; 2026Q1: 29,400 shares 29,400 $3.49M 0.45% +1,363 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,947 shares; 2024Q4: 27,317 shares; 2025Q1: 29,311 shares; 2025Q2: 29,595 shares; 2025Q3: 31,603 shares; 2025Q4: 45,906 shares; 2026Q1: 31,231 shares 31,231 $3.45M 0.45% -14,675 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: 4,304 shares; 2024Q4: 5,551 shares; 2025Q1: 5,360 shares; 2025Q2: 5,394 shares; 2025Q3: 5,340 shares; 2025Q4: 5,373 shares; 2026Q1: 5,549 shares 5,549 $3.35M 0.44% +176 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: 21,271 shares; 2024Q4: 34,171 shares; 2025Q1: 20,249 shares; 2025Q2: 17,884 shares; 2025Q3: 16,448 shares; 2025Q4: 20,682 shares; 2026Q1: 15,613 shares 15,613 $3.34M 0.43% -5,069 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: 4,527 shares; 2024Q4: 4,586 shares; 2025Q1: 4,708 shares; 2025Q2: 5,076 shares; 2025Q3: 5,176 shares; 2025Q4: 5,602 shares; 2026Q1: 6,674 shares 6,674 $3.33M 0.43% +1,072 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,840 shares; 2024Q4: 34,645 shares; 2025Q1: 34,759 shares; 2025Q2: 35,611 shares; 2025Q3: 37,575 shares; 2025Q4: 35,109 shares; 2026Q1: 30,000 shares 30,000 $3.31M 0.43% -5,109 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: 13,542 shares; 2024Q4: 14,153 shares; 2025Q1: 13,128 shares; 2025Q2: 12,553 shares; 2025Q3: 11,918 shares; 2025Q4: 11,332 shares; 2026Q1: 11,427 shares 11,427 $3.24M 0.42% +95 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: 6,810 shares; 2024Q4: 6,889 shares; 2025Q1: 6,756 shares; 2025Q2: 7,924 shares; 2025Q3: 7,961 shares; 2025Q4: 4,791 shares; 2026Q1: 4,964 shares 4,964 $3.24M 0.42% +173 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,937 shares; 2024Q4: 35,688 shares; 2025Q1: 35,689 shares; 2025Q2: 39,556 shares; 2025Q3: 38,507 shares; 2025Q4: 72,460 shares; 2026Q1: 52,100 shares 52,100 $3.19M 0.42% -20,360 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: 3,374 shares; 2025Q1: 3,478 shares; 2025Q2: 3,582 shares; 2025Q3: 3,506 shares; 2025Q4: 3,355 shares; 2026Q1: 3,303 shares 3,303 $3.18M 0.41% -52 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,540 shares; 2024Q4: 77,432 shares; 2025Q1: 78,292 shares; 2025Q2: 79,551 shares; 2025Q3: 85,245 shares; 2025Q4: 82,095 shares; 2026Q1: 72,421 shares 72,421 $3.17M 0.41% -9,674 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: 9,935 shares; 2024Q4: 9,695 shares; 2025Q1: 9,138 shares; 2025Q2: 8,472 shares; 2025Q3: 7,902 shares; 2025Q4: 7,757 shares; 2026Q1: 7,322 shares 7,322 $3.12M 0.41% -435 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: 10,117 shares; 2024Q4: 12,536 shares; 2025Q1: 12,744 shares; 2025Q2: 12,560 shares; 2025Q3: 15,414 shares; 2025Q4: 14,100 shares; 2026Q1: 14,905 shares 14,905 $3.08M 0.4% +805 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: 44,180 shares; 2024Q4: 44,631 shares; 2025Q1: 43,131 shares; 2025Q2: 46,313 shares; 2025Q3: 47,382 shares; 2025Q4: 55,954 shares; 2026Q1: 59,153 shares 59,153 $2.88M 0.38% +3,199 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,530 shares; 2024Q4: 17,068 shares; 2025Q1: 17,803 shares; 2025Q2: 18,428 shares; 2025Q3: 18,058 shares; 2025Q4: 18,890 shares; 2026Q1: 19,558 shares 19,558 $2.86M 0.37% +668 Timeline XSOE 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: 81,856 shares; 2024Q4: 82,143 shares; 2025Q1: 87,111 shares; 2025Q2: 86,827 shares; 2025Q3: 89,463 shares; 2025Q4: 82,466 shares; 2026Q1: 69,809 shares 69,809 $2.8M 0.36% -12,657 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: 6,042 shares; 2024Q4: 6,683 shares; 2025Q1: 6,524 shares; 2025Q2: 8,231 shares; 2025Q3: 8,343 shares; 2025Q4: 8,187 shares; 2026Q1: 8,416 shares 8,416 $2.77M 0.36% +229 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,922 shares; 2024Q4: 42,260 shares; 2025Q1: 46,193 shares; 2025Q2: 46,286 shares; 2025Q3: 47,115 shares; 2025Q4: 45,414 shares; 2026Q1: 39,713 shares 39,713 $2.75M 0.36% -5,701 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: 9,073 shares; 2024Q4: 10,426 shares; 2025Q1: 11,195 shares; 2025Q2: 11,233 shares; 2025Q3: 11,331 shares; 2025Q4: 11,813 shares; 2026Q1: 12,521 shares 12,521 $2.72M 0.35% +708 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: 42,962 shares; 2024Q4: 43,243 shares; 2025Q1: 44,404 shares; 2025Q2: 44,155 shares; 2025Q3: 47,135 shares; 2025Q4: 45,181 shares; 2026Q1: 40,160 shares 40,160 $2.71M 0.35% -5,021 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: 2,760 shares; 2024Q4: 3,252 shares; 2025Q1: 2,899 shares; 2025Q2: 2,915 shares; 2025Q3: 3,115 shares; 2025Q4: 3,332 shares; 2026Q1: 3,786 shares 3,786 $2.68M 0.35% +454 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: 13,767 shares; 2024Q4: 18,058 shares; 2025Q1: 20,811 shares; 2025Q2: 22,419 shares; 2025Q3: 23,717 shares; 2025Q4: 25,878 shares; 2026Q1: 34,427 shares 34,427 $2.67M 0.35% +8,549 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,963 shares; 2024Q4: 72,806 shares; 2025Q1: 76,486 shares; 2025Q2: 76,512 shares; 2025Q3: 80,208 shares; 2025Q4: 77,857 shares; 2026Q1: 67,114 shares 67,114 $2.65M 0.35% -10,743 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: 13,272 shares; 2024Q4: 13,431 shares; 2025Q1: 13,653 shares; 2025Q2: 14,349 shares; 2025Q3: 14,737 shares; 2025Q4: 15,530 shares; 2026Q1: 16,349 shares 16,349 $2.61M 0.34% +819 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,108 shares; 2024Q4: 35,663 shares; 2025Q1: 36,424 shares; 2025Q2: 37,134 shares; 2025Q3: 39,461 shares; 2025Q4: 37,531 shares; 2026Q1: 33,065 shares 33,065 $2.5M 0.33% -4,466 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: 1,834 shares; 2024Q4: 1,860 shares; 2025Q1: 1,894 shares; 2025Q2: 1,968 shares; 2025Q3: 2,032 shares; 2025Q4: 2,347 shares; 2026Q1: 2,788 shares 2,788 $2.5M 0.33% +441 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: 42,102 shares; 2024Q4: 41,280 shares; 2025Q1: 40,628 shares; 2025Q2: 42,080 shares; 2025Q3: 42,554 shares; 2025Q4: 44,333 shares; 2026Q1: 47,251 shares 47,251 $2.46M 0.32% +2,918 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 6,936 shares; 2025Q1: 6,910 shares; 2025Q2: 6,837 shares; 2025Q3: 6,793 shares; 2025Q4: 6,759 shares; 2026Q1: 6,706 shares 6,706 $2.4M 0.31% -53 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,202 shares; 2024Q4: 28,905 shares; 2025Q1: 30,167 shares; 2025Q2: 30,585 shares; 2025Q3: 32,834 shares; 2025Q4: 31,580 shares; 2026Q1: 27,724 shares 27,724 $2.4M 0.31% -3,856 Timeline XSVM 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: 39,740 shares; 2024Q4: 41,043 shares; 2025Q1: 44,679 shares; 2025Q2: 46,084 shares; 2025Q3: 48,350 shares; 2025Q4: 45,729 shares; 2026Q1: 39,644 shares 39,644 $2.39M 0.31% -6,085 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 2,016 shares; 2025Q1: 2,029 shares; 2025Q2: 2,172 shares; 2025Q3: 2,219 shares; 2025Q4: 2,515 shares; 2026Q1: 2,790 shares 2,790 $2.36M 0.31% +275 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,788 shares; 2024Q4: 34,211 shares; 2025Q1: 35,516 shares; 2025Q2: 36,235 shares; 2025Q3: 38,770 shares; 2025Q4: 36,648 shares; 2026Q1: 31,759 shares 31,759 $2.36M 0.31% -4,889 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: 14,040 shares; 2024Q4: 14,242 shares; 2025Q1: 14,485 shares; 2025Q2: 15,866 shares; 2025Q3: 15,831 shares; 2025Q4: 17,615 shares; 2026Q1: 20,112 shares 20,112 $2.28M 0.3% +2,497 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,397 shares; 2025Q1: 5,729 shares; 2025Q2: 53,806 shares; 2025Q3: 48,502 shares; 2025Q4: 51,743 shares; 2026Q1: 45,266 shares 45,266 $2.26M 0.29% -6,477 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 5,319 shares; 2025Q1: 5,136 shares; 2025Q2: 5,579 shares; 2025Q3: 5,634 shares; 2025Q4: 5,741 shares; 2026Q1: 6,591 shares 6,591 $2.25M 0.29% +850 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: 43,966 shares; 2024Q4: 23,131 shares; 2025Q1: 23,366 shares; 2025Q2: 24,959 shares; 2025Q3: 25,558 shares; 2025Q4: 28,266 shares; 2026Q1: 28,243 shares 28,243 $2.25M 0.29% -23 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,647 shares; 2024Q4: 45,746 shares; 2025Q1: 56,920 shares; 2025Q2: 58,332 shares; 2025Q3: 60,632 shares; 2025Q4: 56,507 shares; 2026Q1: 49,439 shares 49,439 $2.22M 0.29% -7,068 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: 4,255 shares; 2024Q4: 8,052 shares; 2025Q1: 8,864 shares; 2025Q2: 9,769 shares; 2025Q3: 11,087 shares; 2025Q4: 13,281 shares; 2026Q1: 15,816 shares 15,816 $2.2M 0.29% +2,535 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: 1,873 shares; 2024Q4: 1,789 shares; 2025Q1: 1,893 shares; 2025Q2: 1,646 shares; 2025Q3: 4,554 shares; 2025Q4: 4,309 shares; 2026Q1: 4,382 shares 4,382 $2.15M 0.28% +73 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: 4,480 shares; 2024Q4: 4,433 shares; 2025Q1: 4,638 shares; 2025Q2: 4,718 shares; 2025Q3: 4,699 shares; 2025Q4: 4,701 shares; 2026Q1: 6,089 shares 6,089 $2.14M 0.28% +1,388 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: 5,318 shares; 2024Q4: 5,204 shares; 2025Q1: 5,160 shares; 2025Q2: 5,023 shares; 2025Q3: 4,880 shares; 2025Q4: 3,262 shares; 2026Q1: 3,059 shares 3,059 $2.13M 0.28% -203 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: 14,736 shares; 2024Q4: 12,724 shares; 2025Q1: 12,126 shares; 2025Q2: 9,164 shares; 2025Q3: 11,691 shares; 2025Q4: 13,829 shares; 2026Q1: 17,577 shares 17,577 $2.11M 0.28% +3,748 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: 23,119 shares; 2024Q4: 22,279 shares; 2025Q1: 22,445 shares; 2025Q2: 22,776 shares; 2025Q3: 22,806 shares; 2025Q4: 22,261 shares; 2026Q1: 22,732 shares 22,732 $2.11M 0.28% +471 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 4,146 shares; 2025Q1: 4,062 shares; 2025Q2: 3,913 shares; 2025Q3: 4,216 shares; 2025Q4: 4,528 shares; 2026Q1: 6,017 shares 6,017 $2.03M 0.26% +1,489 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: 5,714 shares; 2024Q4: 6,122 shares; 2025Q1: 6,423 shares; 2025Q2: 6,343 shares; 2025Q3: 7,001 shares; 2025Q4: 7,277 shares; 2026Q1: 8,349 shares 8,349 $1.97M 0.26% +1,072 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 3,121 shares; 2025Q1: 3,061 shares; 2025Q2: 3,212 shares; 2025Q3: 3,164 shares; 2025Q4: 3,053 shares; 2026Q1: 3,461 shares 3,461 $1.95M 0.25% +408 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: 24,576 shares; 2024Q4: 26,968 shares; 2025Q1: 26,450 shares; 2025Q2: 27,182 shares; 2025Q3: 27,747 shares; 2025Q4: 51,673 shares; 2026Q1: 42,222 shares 42,222 $1.94M 0.25% -9,451 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: 21,677 shares; 2024Q4: 19,687 shares; 2025Q1: 19,581 shares; 2025Q2: 21,228 shares; 2025Q3: 21,065 shares; 2025Q4: 21,036 shares; 2026Q1: 19,781 shares 19,781 $1.91M 0.25% -1,255 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: 42,993 shares; 2024Q4: 45,299 shares; 2025Q1: 46,270 shares; 2025Q2: 45,869 shares; 2025Q3: 44,881 shares; 2025Q4: 41,581 shares; 2026Q1: 37,906 shares 37,906 $1.9M 0.25% -3,675 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,538 shares; 2025Q1: 4,666 shares; 2025Q2: 5,490 shares; 2025Q3: 5,482 shares; 2025Q4: 5,653 shares; 2026Q1: 6,284 shares 6,284 $1.9M 0.25% +631 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: 10,343 shares; 2024Q4: 10,072 shares; 2025Q1: 9,527 shares; 2025Q2: 10,081 shares; 2025Q3: 10,090 shares; 2025Q4: 10,861 shares; 2026Q1: 11,438 shares 11,438 $1.88M 0.25% +577 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 7,017 shares; 2025Q1: 6,847 shares; 2025Q2: 7,390 shares; 2025Q3: 7,811 shares; 2025Q4: 7,859 shares; 2026Q1: 12,661 shares 12,661 $1.86M 0.24% +4,802 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: 31,520 shares; 2024Q4: 33,388 shares; 2025Q1: 33,476 shares; 2025Q2: 33,589 shares; 2025Q3: 33,131 shares; 2025Q4: 30,562 shares; 2026Q1: 29,899 shares 29,899 $1.81M 0.24% -663 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: 1,477 shares; 2024Q4: 1,496 shares; 2025Q1: 1,543 shares; 2025Q2: 1,724 shares; 2025Q3: 1,761 shares; 2025Q4: 1,904 shares; 2026Q1: 2,056 shares 2,056 $1.79M 0.23% +152 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: 62,070 shares; 2024Q4: 60,126 shares; 2025Q1: 63,599 shares; 2025Q2: 67,160 shares; 2025Q3: 73,344 shares; 2025Q4: 68,398 shares; 2026Q1: 62,151 shares 62,151 $1.75M 0.23% -6,247 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 6,912 shares; 2025Q1: 17,195 shares; 2025Q2: 14,977 shares; 2025Q3: 5,665 shares; 2025Q4: 7,291 shares; 2026Q1: 8,438 shares 8,438 $1.72M 0.22% +1,147 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: 9,639 shares; 2024Q4: 8,856 shares; 2025Q1: 9,416 shares; 2025Q2: 10,045 shares; 2025Q3: 9,956 shares; 2025Q4: 9,423 shares; 2026Q1: 9,044 shares 9,044 $1.69M 0.22% -379 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,087 shares; 2024Q4: 135,815 shares; 2025Q1: 134,086 shares; 2025Q2: 134,943 shares; 2025Q3: 88,333 shares; 2025Q4: 75,360 shares; 2026Q1: 60,365 shares 60,365 $1.66M 0.22% -14,995 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: 4,842 shares; 2024Q4: 5,142 shares; 2025Q1: 5,006 shares; 2025Q2: 5,029 shares; 2025Q3: 4,872 shares; 2025Q4: 4,838 shares; 2026Q1: 5,331 shares 5,331 $1.66M 0.22% +493 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: 115,525 shares; 2024Q4: 111,961 shares; 2025Q1: 100,845 shares; 2025Q2: 97,459 shares; 2025Q3: 55,282 shares; 2025Q4: 53,821 shares; 2026Q1: 56,669 shares 56,669 $1.64M 0.21% +2,848 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: 5,504 shares; 2024Q4: 5,555 shares; 2025Q1: 5,673 shares; 2025Q2: 6,196 shares; 2025Q3: 6,189 shares; 2025Q4: 6,682 shares; 2026Q1: 6,753 shares 6,753 $1.64M 0.21% +71 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,757 shares; 2024Q4: 46,410 shares; 2025Q1: 45,225 shares; 2025Q2: 48,155 shares; 2025Q3: 48,511 shares; 2025Q4: 46,315 shares; 2026Q1: 39,948 shares 39,948 $1.63M 0.21% -6,367 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,841 shares; 2026Q1: 20,943 shares 20,943 $1.61M 0.21% +17,102 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 5,545 shares; 2025Q1: 5,219 shares; 2025Q2: 3,924 shares; 2025Q3: 3,509 shares; 2025Q4: 4,770 shares; 2026Q1: 5,928 shares 5,928 $1.6M 0.21% +1,158 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: 26,131 shares; 2024Q4: 25,162 shares; 2025Q1: 29,187 shares; 2025Q2: 29,842 shares; 2025Q3: 26,205 shares; 2025Q4: 23,699 shares; 2026Q1: 22,062 shares 22,062 $1.58M 0.21% -1,637 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: 4,732 shares; 2024Q4: 4,633 shares; 2025Q1: 4,527 shares; 2025Q2: 4,622 shares; 2025Q3: 4,556 shares; 2025Q4: 4,468 shares; 2026Q1: 4,607 shares 4,607 $1.58M 0.21% +139 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,027 shares; 2025Q3: 15,557 shares; 2025Q4: 15,557 shares; 2026Q1: 15,557 shares 15,557 $1.57M 0.2% 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: 9,583 shares; 2024Q4: 10,501 shares; 2025Q1: 9,830 shares; 2025Q2: 8,667 shares; 2025Q3: 9,239 shares; 2025Q4: 8,502 shares; 2026Q1: 7,833 shares 7,833 $1.56M 0.2% -669 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: 8,339 shares; 2024Q4: 9,031 shares; 2025Q1: 9,891 shares; 2025Q2: 10,491 shares; 2025Q3: 10,947 shares; 2025Q4: 12,005 shares; 2026Q1: 18,487 shares 18,487 $1.55M 0.2% +6,482 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: 71,303 shares; 2024Q4: 13,422 shares; 2025Q1: 18,870 shares; 2025Q2: 21,594 shares; 2025Q3: 24,353 shares; 2025Q4: 28,770 shares; 2026Q1: 34,804 shares 34,804 $1.54M 0.2% +6,034 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: 9,042 shares; 2024Q4: 8,613 shares; 2025Q1: 8,692 shares; 2025Q2: 7,310 shares; 2025Q3: 7,944 shares; 2025Q4: 8,975 shares; 2026Q1: 9,729 shares 9,729 $1.51M 0.2% +754 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,670 shares; 2024Q4: 21,536 shares; 2025Q1: 19,511 shares; 2025Q2: 20,111 shares; 2025Q3: 19,487 shares; 2025Q4: 36,725 shares; 2026Q1: 29,987 shares 29,987 $1.5M 0.2% -6,738 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: 17,349 shares; 2024Q4: 17,508 shares; 2025Q1: 17,611 shares; 2025Q2: 18,735 shares; 2025Q3: 18,813 shares; 2025Q4: 19,006 shares; 2026Q1: 20,378 shares 20,378 $1.48M 0.19% +1,372 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,338 shares; 2024Q4: 39,641 shares; 2025Q1: 39,786 shares; 2025Q2: 41,943 shares; 2025Q3: 41,782 shares; 2025Q4: 41,182 shares; 2026Q1: 43,260 shares 43,260 $1.45M 0.19% +2,078 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: 3,735 shares; 2024Q4: 4,702 shares; 2025Q1: 3,710 shares; 2025Q2: 4,116 shares; 2025Q3: 4,338 shares; 2025Q4: 5,173 shares; 2026Q1: 6,956 shares 6,956 $1.45M 0.19% +1,783 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,938 shares; 2024Q4: 3,988 shares; 2025Q1: 4,288 shares; 2025Q2: 6,703 shares; 2025Q3: 7,071 shares; 2025Q4: 7,422 shares; 2026Q1: 7,897 shares 7,897 $1.44M 0.19% +475 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: 2,784 shares; 2024Q4: 2,785 shares; 2025Q1: 2,824 shares; 2025Q2: 2,944 shares; 2025Q3: 2,841 shares; 2025Q4: 2,894 shares; 2026Q1: 3,119 shares 3,119 $1.44M 0.19% +225 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 0.19% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,340 shares; 2025Q2: 4,659 shares; 2025Q3: 5,143 shares; 2025Q4: 11,653 shares; 2026Q1: 27,280 shares 27,280 $1.43M 0.19% +15,627 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: 60,151 shares; 2024Q4: 54,776 shares; 2025Q1: 53,647 shares; 2025Q2: 55,260 shares; 2025Q3: 57,809 shares; 2025Q4: 41,851 shares; 2026Q1: 49,567 shares 49,567 $1.42M 0.19% +7,716 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 1,671 shares; 2025Q1: 1,667 shares; 2025Q2: 1,921 shares; 2025Q3: 1,806 shares; 2025Q4: 9,085 shares; 2026Q1: 13,501 shares 13,501 $1.41M 0.18% +4,416 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: 6,063 shares; 2024Q4: 6,097 shares; 2025Q1: 6,425 shares; 2025Q2: 6,954 shares; 2025Q3: 7,047 shares; 2025Q4: 7,772 shares; 2026Q1: 8,512 shares 8,512 $1.41M 0.18% +740 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,221 shares; 2025Q4: 5,645 shares; 2026Q1: 12,840 shares 12,840 $1.4M 0.18% +7,195 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 17,512 shares; 2025Q1: 17,559 shares; 2025Q2: 17,751 shares; 2025Q3: 17,736 shares; 2025Q4: 16,604 shares; 2026Q1: 16,055 shares 16,055 $1.39M 0.18% -549 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: 1,981 shares; 2024Q4: 1,922 shares; 2025Q1: 2,034 shares; 2025Q2: 2,236 shares; 2025Q3: 2,264 shares; 2025Q4: 2,378 shares; 2026Q1: 3,199 shares 3,199 $1.38M 0.18% +821 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: 12,648 shares; 2024Q4: 13,300 shares; 2025Q1: 13,658 shares; 2025Q2: 15,797 shares; 2025Q3: 14,814 shares; 2025Q4: 14,448 shares; 2026Q1: 17,942 shares 17,942 $1.36M 0.18% +3,494 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: 5,284 shares; 2024Q4: 5,475 shares; 2025Q1: 5,335 shares; 2025Q2: 5,308 shares; 2025Q3: 5,494 shares; 2025Q4: 5,485 shares; 2026Q1: 5,993 shares 5,993 $1.35M 0.18% +508 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,761 shares; 2024Q4: 2,813 shares; 2025Q1: 2,816 shares; 2025Q2: 3,015 shares; 2025Q3: 3,020 shares; 2025Q4: 2,460 shares; 2026Q1: 2,720 shares 2,720 $1.35M 0.18% +260 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 6,066 shares; 2025Q1: 7,150 shares; 2025Q2: 8,636 shares; 2025Q3: 8,909 shares; 2025Q4: 9,998 shares; 2026Q1: 12,369 shares 12,369 $1.34M 0.17% +2,371 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: 3,446 shares; 2024Q4: 3,597 shares; 2025Q1: 3,971 shares; 2025Q2: 3,743 shares; 2025Q3: 3,802 shares; 2025Q4: 3,974 shares; 2026Q1: 5,393 shares 5,393 $1.31M 0.17% +1,419 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 4,107 shares; 2025Q1: 5,255 shares; 2025Q2: 3,466 shares; 2025Q3: 5,385 shares; 2025Q4: 7,014 shares; 2026Q1: 9,775 shares 9,775 $1.29M 0.17% +2,761 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,270 shares; 2025Q1: 4,133 shares; 2025Q2: 3,946 shares; 2025Q3: 4,250 shares; 2025Q4: 4,836 shares; 2026Q1: 5,880 shares 5,880 $1.26M 0.16% +1,044 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,114 shares; 2025Q1: 20,135 shares; 2025Q2: 18,457 shares; 2025Q3: 12,146 shares; 2025Q4: 10,627 shares; 2026Q1: 11,297 shares 11,297 $1.2M 0.16% +670 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,650 shares; 2025Q1: 7,231 shares; 2025Q2: 8,596 shares; 2025Q3: 8,648 shares; 2025Q4: 8,670 shares; 2026Q1: 9,132 shares 9,132 $1.2M 0.16% +462 Timeline SHM 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: 46,357 shares; 2024Q4: 44,969 shares; 2025Q1: 43,320 shares; 2025Q2: 40,080 shares; 2025Q3: 26,636 shares; 2025Q4: 23,670 shares; 2026Q1: 24,840 shares 24,840 $1.19M 0.15% +1,170 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: 8,585 shares; 2025Q1: 8,613 shares; 2025Q2: 8,890 shares; 2025Q3: 9,068 shares; 2025Q4: 9,038 shares; 2026Q1: 9,520 shares 9,520 $1.17M 0.15% +482 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,438 shares; 2024Q4: 5,727 shares; 2025Q1: 5,970 shares; 2025Q2: 7,183 shares; 2025Q3: 7,242 shares; 2025Q4: 7,902 shares; 2026Q1: 9,009 shares 9,009 $1.14M 0.15% +1,107 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: 3,574 shares; 2024Q4: 4,774 shares; 2025Q1: 4,772 shares; 2025Q2: 6,773 shares; 2025Q3: 7,205 shares; 2025Q4: 7,005 shares; 2026Q1: 8,580 shares 8,580 $1.13M 0.15% +1,575 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: 9,767 shares; 2024Q4: 10,065 shares; 2025Q1: 9,684 shares; 2025Q2: 9,402 shares; 2025Q3: 8,308 shares; 2025Q4: 7,162 shares; 2026Q1: 7,779 shares 7,779 $1.12M 0.15% +617 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,381 shares; 2024Q4: 40,351 shares; 2025Q1: 39,717 shares; 2025Q2: 35,813 shares; 2025Q3: 23,963 shares; 2025Q4: 21,023 shares; 2026Q1: 22,122 shares 22,122 $1.12M 0.15% +1,099 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: 8,526 shares; 2024Q4: 7,737 shares; 2025Q1: 7,354 shares; 2025Q2: 7,032 shares; 2025Q3: 5,676 shares; 2025Q4: 4,643 shares; 2026Q1: 3,297 shares 3,297 $1.11M 0.15% -1,346 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: 7,399 shares; 2024Q4: 7,643 shares; 2025Q1: 8,222 shares; 2025Q2: 9,353 shares; 2025Q3: 10,647 shares; 2025Q4: 11,779 shares; 2026Q1: 16,603 shares 16,603 $1.1M 0.14% +4,824 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,641 shares; 2024Q4: 7,677 shares; 2025Q1: 7,817 shares; 2025Q2: 8,739 shares; 2025Q3: 9,076 shares; 2025Q4: 11,241 shares; 2026Q1: 11,613 shares 11,613 $1.09M 0.14% +372 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,368 shares; 2025Q1: 1,442 shares; 2025Q2: 1,782 shares; 2025Q3: 1,791 shares; 2025Q4: 1,954 shares; 2026Q1: 2,302 shares 2,302 $1.09M 0.14% +348 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: 2,026 shares; 2024Q4: 2,193 shares; 2025Q1: 2,490 shares; 2025Q2: 2,417 shares; 2025Q3: 2,454 shares; 2025Q4: 2,454 shares; 2026Q1: 4,144 shares 4,144 $1.08M 0.14% +1,690 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,409 shares; 2024Q4: 11,076 shares; 2025Q1: 12,318 shares; 2025Q2: 13,113 shares; 2025Q3: 13,830 shares; 2025Q4: 14,012 shares; 2026Q1: 14,994 shares 14,994 $1.08M 0.14% +982 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: 732 shares; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 11,527 shares; 2025Q3: 11,670 shares; 2025Q4: 11,219 shares; 2026Q1: 11,434 shares 11,434 $1.06M 0.14% +215 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: 191 shares; 2024Q4: 210 shares; 2025Q1: 205 shares; 2025Q2: 207 shares; 2025Q3: 206 shares; 2025Q4: 252 shares; 2026Q1: 249 shares 249 $1.05M 0.14% -3 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: 511 shares; 2024Q4: 435 shares; 2025Q1: 521 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 569 shares; 2026Q1: 710 shares 710 $1.04M 0.14% +141 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: 20,537 shares; 2024Q4: 21,738 shares; 2025Q1: 23,863 shares; 2025Q2: 26,276 shares; 2025Q3: 26,176 shares; 2025Q4: 21,296 shares; 2026Q1: 19,411 shares 19,411 $1.03M 0.13% -1,885 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: 2,742 shares; 2024Q4: 2,718 shares; 2025Q1: 2,784 shares; 2025Q2: 2,862 shares; 2025Q3: 2,887 shares; 2025Q4: 3,127 shares; 2026Q1: 3,834 shares 3,834 $1.02M 0.13% +707 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: 1,855 shares; 2024Q4: 3,820 shares; 2025Q1: 4,582 shares; 2025Q2: 4,334 shares; 2025Q3: 4,570 shares; 2025Q4: 4,030 shares; 2026Q1: 4,193 shares 4,193 $1.02M 0.13% +163 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: 2,231 shares; 2024Q4: 2,458 shares; 2025Q1: 2,343 shares; 2025Q2: 2,297 shares; 2025Q3: 2,276 shares; 2025Q4: 2,286 shares; 2026Q1: 2,419 shares 2,419 $1.01M 0.13% +133 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,505 shares; 2024Q4: 2,395 shares; 2025Q1: 2,602 shares; 2025Q2: 3,150 shares; 2025Q3: 3,148 shares; 2025Q4: 2,438 shares; 2026Q1: 3,162 shares 3,162 $1.01M 0.13% +724 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: 1,846 shares; 2024Q4: 1,850 shares; 2025Q1: 1,949 shares; 2025Q2: 2,217 shares; 2025Q3: 2,341 shares; 2025Q4: 2,153 shares; 2026Q1: 2,352 shares 2,352 $1M 0.13% +199 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: 1,293 shares; 2024Q4: 1,368 shares; 2025Q1: 1,362 shares; 2025Q2: 1,473 shares; 2025Q3: 1,505 shares; 2025Q4: 1,599 shares; 2026Q1: 1,857 shares 1,857 $999K 0.13% +258 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 4,350 shares; 2025Q1: 4,427 shares; 2025Q2: 4,535 shares; 2025Q3: 4,562 shares; 2025Q4: 4,629 shares; 2026Q1: 5,047 shares 5,047 $998K 0.13% +418 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: 3,195 shares; 2024Q4: 3,211 shares; 2025Q1: 3,188 shares; 2025Q2: 3,415 shares; 2025Q3: 3,032 shares; 2025Q4: 2,936 shares; 2026Q1: 3,040 shares 3,040 $991K 0.13% +104 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: 4,744 shares; 2024Q4: 4,532 shares; 2025Q1: 4,868 shares; 2025Q2: 4,530 shares; 2025Q3: 4,441 shares; 2025Q4: 4,057 shares; 2026Q1: 5,076 shares 5,076 $985K 0.13% +1,019 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 14,884 shares; 2025Q1: 14,527 shares; 2025Q2: 13,666 shares; 2025Q3: 13,587 shares; 2025Q4: 13,880 shares; 2026Q1: 12,118 shares 12,118 $981K 0.13% -1,762 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,569 shares; 2025Q1: 2,504 shares; 2025Q2: 2,521 shares; 2025Q3: 2,575 shares; 2025Q4: 2,549 shares; 2026Q1: 3,207 shares 3,207 $975K 0.13% +658 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: 4,787 shares; 2024Q4: 4,770 shares; 2025Q1: 4,643 shares; 2025Q2: 4,933 shares; 2025Q3: 4,821 shares; 2025Q4: 4,188 shares; 2026Q1: 3,297 shares 3,297 $958K 0.12% -891 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 5,884 shares; 2025Q1: 6,144 shares; 2025Q2: 5,950 shares; 2025Q3: 6,222 shares; 2025Q4: 6,462 shares; 2026Q1: 5,939 shares 5,939 $952K 0.12% -523 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: 4,852 shares; 2024Q4: 4,988 shares; 2025Q1: 5,048 shares; 2025Q2: 5,645 shares; 2025Q3: 5,698 shares; 2025Q4: 5,878 shares; 2026Q1: 6,487 shares 6,487 $942K 0.12% +609 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: 6,380 shares; 2024Q4: 6,197 shares; 2025Q1: 5,929 shares; 2025Q2: 5,967 shares; 2025Q3: 6,352 shares; 2025Q4: 6,344 shares; 2026Q1: 6,527 shares 6,527 $896K 0.12% +183 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: 5,657 shares; 2024Q4: 5,103 shares; 2025Q1: 5,214 shares; 2025Q2: 5,021 shares; 2025Q3: 5,658 shares; 2025Q4: 4,610 shares; 2026Q1: 4,915 shares 4,915 $895K 0.12% +305 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,905 shares; 2025Q1: 3,886 shares; 2025Q2: 3,989 shares; 2025Q3: 3,993 shares; 2025Q4: 3,894 shares; 2026Q1: 4,500 shares 4,500 $892K 0.12% +606 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: 16,457 shares; 2024Q4: 5,815 shares; 2025Q1: 5,709 shares; 2025Q2: 6,507 shares; 2025Q3: 6,571 shares; 2025Q4: 6,233 shares; 2026Q1: 6,805 shares 6,805 $892K 0.12% +572 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,498 shares; 2025Q1: 1,580 shares; 2025Q2: 1,797 shares; 2025Q3: 1,823 shares; 2025Q4: 2,357 shares; 2026Q1: 3,039 shares 3,039 $886K 0.12% +682 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,222 shares; 2024Q4: 5,473 shares; 2025Q1: 5,831 shares; 2025Q2: 7,594 shares; 2025Q3: 7,146 shares; 2025Q4: 5,571 shares; 2026Q1: 5,628 shares 5,628 $885K 0.12% +57 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,435 shares; 2024Q4: 9,125 shares; 2025Q1: 8,856 shares; 2025Q2: 8,699 shares; 2025Q3: 9,196 shares; 2025Q4: 10,265 shares; 2026Q1: 11,703 shares 11,703 $872K 0.11% +1,438 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,738 shares; 2025Q1: 2,801 shares; 2025Q2: 3,088 shares; 2025Q3: 3,105 shares; 2025Q4: 3,208 shares; 2026Q1: 3,775 shares 3,775 $870K 0.11% +567 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 4,441 shares 4,441 $868K 0.11% +2,997 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: 15,887 shares; 2024Q4: 16,086 shares; 2025Q1: 14,657 shares; 2025Q2: 14,882 shares; 2025Q3: 16,046 shares; 2025Q4: 17,661 shares; 2026Q1: 20,968 shares 20,968 $861K 0.11% +3,307 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: not reported; 2024Q4: not reported; 2025Q1: 444 shares; 2025Q2: 744 shares; 2025Q3: 787 shares; 2025Q4: 1,059 shares; 2026Q1: 1,949 shares 1,949 $850K 0.11% +890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,721 shares; 2025Q3: 4,975 shares; 2025Q4: 5,530 shares; 2026Q1: 6,175 shares 6,175 $840K 0.11% +645 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: 1,637 shares; 2024Q4: 1,664 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares; 2025Q3: 1,636 shares; 2025Q4: 1,733 shares; 2026Q1: 1,929 shares 1,929 $837K 0.11% +196 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,686 shares; 2025Q1: 1,790 shares; 2025Q2: 1,835 shares; 2025Q3: 1,690 shares; 2025Q4: 1,808 shares; 2026Q1: 1,870 shares 1,870 $835K 0.11% +62 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,823 shares; 2024Q4: 44,823 shares; 2025Q1: 43,910 shares; 2025Q2: 41,807 shares; 2025Q3: 40,872 shares; 2025Q4: 40,872 shares; 2026Q1: 40,872 shares 40,872 $835K 0.11% 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: 5,064 shares; 2024Q4: 5,716 shares; 2025Q1: 5,994 shares; 2025Q2: 5,404 shares; 2025Q3: 5,750 shares; 2025Q4: 5,283 shares; 2026Q1: 4,621 shares 4,621 $832K 0.11% -662 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: 4,452 shares; 2024Q4: 4,558 shares; 2025Q1: 4,802 shares; 2025Q2: 5,694 shares; 2025Q3: 5,622 shares; 2025Q4: 5,019 shares; 2026Q1: 5,287 shares 5,287 $832K 0.11% +268 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: 16,554 shares; 2024Q4: 17,276 shares; 2025Q1: 18,052 shares; 2025Q2: 19,175 shares; 2025Q3: 17,786 shares; 2025Q4: 26,140 shares; 2026Q1: 17,993 shares 17,993 $824K 0.11% -8,147 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 2,270 shares; 2025Q1: 2,410 shares; 2025Q2: 2,448 shares; 2025Q3: 2,476 shares; 2025Q4: 2,610 shares; 2026Q1: 2,975 shares 2,975 $819K 0.11% +365 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,307 shares; 2024Q4: 34,274 shares; 2025Q1: 33,711 shares; 2025Q2: 31,538 shares; 2025Q3: 30,654 shares; 2025Q4: 23,076 shares; 2026Q1: 14,783 shares 14,783 $816K 0.11% -8,293 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: 2,869 shares; 2024Q4: 2,908 shares; 2025Q1: 2,789 shares; 2025Q2: 2,679 shares; 2025Q3: 2,406 shares; 2025Q4: 3,021 shares; 2026Q1: 4,036 shares 4,036 $800K 0.1% +1,015 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: 5,897 shares; 2024Q4: 6,267 shares; 2025Q1: 6,525 shares; 2025Q2: 6,538 shares; 2025Q3: 7,158 shares; 2025Q4: 7,309 shares; 2026Q1: 6,936 shares 6,936 $798K 0.1% -373 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 638 shares; 2025Q1: 646 shares; 2025Q2: 715 shares; 2025Q3: 732 shares; 2025Q4: 630 shares; 2026Q1: 718 shares 718 $783K 0.1% +88 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: 831 shares; 2024Q4: 936 shares; 2025Q1: 987 shares; 2025Q2: 1,029 shares; 2025Q3: 1,063 shares; 2025Q4: 1,069 shares; 2026Q1: 1,144 shares 1,144 $780K 0.1% +75 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: 853 shares; 2024Q4: 873 shares; 2025Q1: 768 shares; 2025Q2: 859 shares; 2025Q3: 884 shares; 2025Q4: 949 shares; 2026Q1: 1,068 shares 1,068 $778K 0.1% +119 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: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,069 shares; 2025Q2: 1,112 shares; 2025Q3: 1,117 shares; 2025Q4: 1,255 shares; 2026Q1: 1,412 shares 1,412 $775K 0.1% +157 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,752 shares; 2025Q1: 2,844 shares; 2025Q2: 3,539 shares; 2025Q3: 3,760 shares; 2025Q4: 4,560 shares; 2026Q1: 5,903 shares 5,903 $773K 0.1% +1,343 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: 3,134 shares; 2024Q4: 3,766 shares; 2025Q1: 4,175 shares; 2025Q2: 10,816 shares; 2025Q3: 11,409 shares; 2025Q4: 11,827 shares; 2026Q1: 16,574 shares 16,574 $769K 0.1% +4,747 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 14,033 shares; 2025Q1: 14,723 shares; 2025Q2: 12,477 shares; 2025Q3: 13,687 shares; 2025Q4: 14,203 shares; 2026Q1: 16,652 shares 16,652 $765K 0.1% +2,449 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: 3,555 shares; 2024Q4: 3,973 shares; 2025Q1: 3,981 shares; 2025Q2: 4,696 shares; 2025Q3: 4,988 shares; 2025Q4: 5,023 shares; 2026Q1: 5,716 shares 5,716 $748K 0.1% +693 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 5,844 shares; 2025Q1: 5,860 shares; 2025Q2: 6,047 shares; 2025Q3: 6,205 shares; 2025Q4: 6,226 shares; 2026Q1: 6,578 shares 6,578 $739K 0.1% +352 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 3,539 shares; 2025Q1: 3,535 shares; 2025Q2: 3,232 shares; 2025Q3: 3,245 shares; 2025Q4: 3,443 shares; 2026Q1: 3,960 shares 3,960 $739K 0.1% +517 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,048 shares; 2024Q4: 1,115 shares; 2025Q1: 1,171 shares; 2025Q2: 1,749 shares; 2025Q3: 1,813 shares; 2025Q4: 2,354 shares; 2026Q1: 3,066 shares 3,066 $734K 0.1% +712 Timeline EFAV 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: 8,849 shares; 2024Q4: 8,774 shares; 2025Q1: 8,627 shares; 2025Q2: 8,564 shares; 2025Q3: 8,566 shares; 2025Q4: 8,403 shares; 2026Q1: 8,026 shares 8,026 $733K 0.1% -377 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,606 shares; 2025Q1: 6,482 shares; 2025Q2: 6,391 shares; 2025Q3: 6,387 shares; 2025Q4: 6,343 shares; 2026Q1: 6,064 shares 6,064 $733K 0.1% -279 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 575 shares; 2025Q1: 547 shares; 2025Q2: 546 shares; 2025Q3: 522 shares; 2025Q4: 551 shares; 2026Q1: 744 shares 744 $729K 0.1% +193 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 4,574 shares; 2025Q1: 5,019 shares; 2025Q2: 4,638 shares; 2025Q3: 4,727 shares; 2025Q4: 5,209 shares; 2026Q1: 5,608 shares 5,608 $722K 0.09% +399 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: 2,744 shares; 2024Q4: 2,786 shares; 2025Q1: 2,825 shares; 2025Q2: 3,027 shares; 2025Q3: 3,055 shares; 2025Q4: 3,334 shares; 2026Q1: 4,226 shares 4,226 $715K 0.09% +892 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: 6,640 shares; 2024Q4: 7,204 shares; 2025Q1: 7,684 shares; 2025Q2: 8,576 shares; 2025Q3: 8,500 shares; 2025Q4: 7,896 shares; 2026Q1: 6,920 shares 6,920 $710K 0.09% -976 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,518 shares; 2025Q3: 15,091 shares; 2025Q4: 11,813 shares; 2026Q1: 6,125 shares 6,125 $703K 0.09% -5,688 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,016 shares; 2025Q1: 1,038 shares; 2025Q2: 1,454 shares; 2025Q3: 1,464 shares; 2025Q4: 1,655 shares; 2026Q1: 1,770 shares 1,770 $691K 0.09% +115 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: 1,004 shares; 2024Q4: 1,127 shares; 2025Q1: 1,146 shares; 2025Q2: 1,432 shares; 2025Q3: 1,885 shares; 2025Q4: 1,640 shares; 2026Q1: 2,150 shares 2,150 $689K 0.09% +510 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: 2,284 shares; 2024Q4: 2,152 shares; 2025Q1: 1,899 shares; 2025Q2: 2,406 shares; 2025Q3: 2,068 shares; 2025Q4: 2,384 shares; 2026Q1: 3,117 shares 3,117 $675K 0.09% +733 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: 2,368 shares; 2024Q4: 2,480 shares; 2025Q1: 2,290 shares; 2025Q2: 2,457 shares; 2025Q3: 2,531 shares; 2025Q4: 2,887 shares; 2026Q1: 3,254 shares 3,254 $675K 0.09% +367 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,572 shares; 2025Q1: 2,269 shares; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 1,993 shares; 2026Q1: 5,690 shares 5,690 $669K 0.09% +3,697 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: 5,157 shares; 2024Q4: 5,642 shares; 2025Q1: 7,390 shares; 2025Q2: 6,831 shares; 2025Q3: 8,726 shares; 2025Q4: 6,417 shares; 2026Q1: 4,436 shares 4,436 $665K 0.09% -1,981 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,191 shares; 2025Q1: 2,010 shares; 2025Q2: 2,268 shares; 2025Q3: 2,282 shares; 2025Q4: 1,925 shares; 2026Q1: 2,336 shares 2,336 $663K 0.09% +411 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,210 shares; 2025Q1: 3,166 shares; 2025Q2: 3,094 shares; 2025Q3: 3,080 shares; 2025Q4: 3,052 shares; 2026Q1: 3,647 shares 3,647 $657K 0.09% +595 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: 3,307 shares; 2024Q4: 3,456 shares; 2025Q1: 3,486 shares; 2025Q2: 3,454 shares; 2025Q3: 3,583 shares; 2025Q4: 3,370 shares; 2026Q1: 3,107 shares 3,107 $653K 0.09% -263 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: 473 shares; 2024Q4: 452 shares; 2025Q1: 443 shares; 2025Q2: 475 shares; 2025Q3: 492 shares; 2025Q4: 635 shares; 2026Q1: 754 shares 754 $653K 0.09% +119 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: 803 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 1,053 shares; 2025Q3: 1,146 shares; 2025Q4: 1,265 shares; 2026Q1: 1,825 shares 1,825 $650K 0.08% +560 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 12,346 shares; 2025Q1: 12,182 shares; 2025Q2: 12,811 shares; 2025Q3: 12,253 shares; 2025Q4: 9,370 shares; 2026Q1: 7,181 shares 7,181 $647K 0.08% -2,189 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: 8,719 shares; 2024Q4: 10,231 shares; 2025Q1: 9,705 shares; 2025Q2: 6,980 shares; 2025Q3: 7,552 shares; 2025Q4: 9,425 shares; 2026Q1: 12,577 shares 12,577 $646K 0.08% +3,152 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,008 shares; 2024Q4: 7,556 shares; 2025Q1: 8,712 shares; 2025Q2: 9,551 shares; 2025Q3: 9,043 shares; 2025Q4: 5,730 shares; 2026Q1: 3,523 shares 3,523 $646K 0.08% -2,207 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: 1,281 shares; 2024Q4: 1,293 shares; 2025Q1: 1,305 shares; 2025Q2: 1,336 shares; 2025Q3: 1,335 shares; 2025Q4: 1,322 shares; 2026Q1: 1,452 shares 1,452 $645K 0.08% +130 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: 2,327 shares; 2024Q4: 2,326 shares; 2025Q1: 2,289 shares; 2025Q2: 2,228 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,034 shares 2,034 $638K 0.08% -180 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: 4,295 shares; 2024Q4: 4,345 shares; 2025Q1: 5,073 shares; 2025Q2: 6,186 shares; 2025Q3: 6,068 shares; 2025Q4: 6,409 shares; 2026Q1: 6,767 shares 6,767 $626K 0.08% +358 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: 5,478 shares; 2024Q4: 5,388 shares; 2025Q1: 5,549 shares; 2025Q2: 5,414 shares; 2025Q3: 5,050 shares; 2025Q4: 3,828 shares; 2026Q1: 5,223 shares 5,223 $617K 0.08% +1,395 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 15,923 shares; 2025Q1: 18,418 shares; 2025Q2: 17,947 shares; 2025Q3: 13,945 shares; 2025Q4: 10,585 shares; 2026Q1: 8,581 shares 8,581 $616K 0.08% -2,004 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,561 shares; 2025Q1: 1,425 shares; 2025Q2: 1,660 shares; 2025Q3: 1,866 shares; 2025Q4: 1,530 shares; 2026Q1: 1,782 shares 1,782 $615K 0.08% +252 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: 1,072 shares; 2026Q1: 1,553 shares 1,553 $608K 0.08% +481 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,901 shares; 2024Q4: 15,759 shares; 2025Q1: 16,078 shares; 2025Q2: 16,886 shares; 2025Q3: 19,802 shares; 2025Q4: 13,668 shares; 2026Q1: 8,329 shares 8,329 $604K 0.08% -5,339 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,213 shares; 2025Q1: 1,195 shares; 2025Q2: 1,206 shares; 2025Q3: 1,297 shares; 2025Q4: 1,397 shares; 2026Q1: 1,831 shares 1,831 $599K 0.08% +434 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: 3,015 shares; 2024Q4: 3,097 shares; 2025Q1: 3,526 shares; 2025Q2: 3,429 shares; 2025Q3: 3,643 shares; 2025Q4: 3,873 shares; 2026Q1: 5,168 shares 5,168 $597K 0.08% +1,295 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 1,707 shares; 2025Q1: 2,069 shares; 2025Q2: 2,332 shares; 2025Q3: 2,366 shares; 2025Q4: 2,349 shares; 2026Q1: 2,136 shares 2,136 $596K 0.08% -213 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: 8,472 shares; 2024Q4: 8,432 shares; 2025Q1: 8,787 shares; 2025Q2: 8,782 shares; 2025Q3: 8,850 shares; 2025Q4: 8,920 shares; 2026Q1: 9,627 shares 9,627 $595K 0.08% +707 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: 2,423 shares; 2024Q4: 2,486 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 11,162 shares; 2025Q4: 14,253 shares; 2026Q1: 10,660 shares 10,660 $595K 0.08% -3,593 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,017 shares; 2025Q1: 2,323 shares; 2025Q2: 2,462 shares; 2025Q3: 2,524 shares; 2025Q4: 2,646 shares; 2026Q1: 2,882 shares 2,882 $595K 0.08% +236 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,303 shares; 2025Q1: 3,538 shares; 2025Q2: 4,086 shares; 2025Q3: 3,797 shares; 2025Q4: 2,777 shares; 2026Q1: 3,439 shares 3,439 $593K 0.08% +662 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: 1,682 shares; 2024Q4: 1,665 shares; 2025Q1: 1,673 shares; 2025Q2: 1,746 shares; 2025Q3: 1,757 shares; 2025Q4: 1,801 shares; 2026Q1: 1,806 shares 1,806 $593K 0.08% +5 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: 793 shares; 2024Q4: 943 shares; 2025Q1: 887 shares; 2025Q2: 895 shares; 2025Q3: 220,898 shares; 2025Q4: 912 shares; 2026Q1: 902 shares 902 $586K 0.08% -10 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,410 shares; 2025Q1: 1,487 shares; 2025Q2: 1,616 shares; 2025Q3: 1,627 shares; 2025Q4: 1,700 shares; 2026Q1: 1,974 shares 1,974 $583K 0.08% +274 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: 3,562 shares; 2024Q4: 3,168 shares; 2025Q1: 3,525 shares; 2025Q2: 2,442 shares; 2025Q3: 2,912 shares; 2025Q4: 2,577 shares; 2026Q1: 4,802 shares 4,802 $582K 0.08% +2,225 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: not reported; 2024Q4: 31,428 shares; 2025Q1: 38,848 shares; 2025Q2: 44,845 shares; 2025Q3: 42,875 shares; 2025Q4: 30,692 shares; 2026Q1: 21,915 shares 21,915 $579K 0.08% -8,777 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 8,653 shares; 2025Q1: 7,573 shares; 2025Q2: 5,389 shares; 2025Q3: 5,528 shares; 2025Q4: 7,323 shares; 2026Q1: 9,766 shares 9,766 $574K 0.07% +2,443 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: 8,685 shares; 2024Q4: 8,691 shares; 2025Q1: 8,700 shares; 2025Q2: 8,773 shares; 2025Q3: 9,117 shares; 2025Q4: 8,736 shares; 2026Q1: 9,114 shares 9,114 $572K 0.07% +378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,673 shares; 2025Q4: 3,180 shares; 2026Q1: 6,726 shares 6,726 $571K 0.07% +3,546 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 478 shares; 2025Q1: 494 shares; 2025Q2: 482 shares; 2025Q3: 469 shares; 2025Q4: 521 shares; 2026Q1: 488 shares 488 $566K 0.07% -33 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 26,079 shares; 2025Q1: 32,283 shares; 2025Q2: 35,419 shares; 2025Q3: 36,906 shares; 2025Q4: 26,909 shares; 2026Q1: 25,209 shares 25,209 $561K 0.07% -1,700 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,384 shares; 2024Q4: 16,178 shares; 2025Q1: 15,363 shares; 2025Q2: 18,489 shares; 2025Q3: 20,902 shares; 2025Q4: 21,514 shares; 2026Q1: 13,397 shares 13,397 $557K 0.07% -8,117 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,787 shares; 2024Q4: 35,629 shares; 2025Q1: 39,367 shares; 2025Q2: 39,513 shares; 2025Q3: 51,563 shares; 2025Q4: 42,381 shares; 2026Q1: 33,132 shares 33,132 $557K 0.07% -9,249 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,627 shares; 2024Q4: 40,141 shares; 2025Q1: 42,990 shares; 2025Q2: 46,883 shares; 2025Q3: 45,181 shares; 2025Q4: 32,879 shares; 2026Q1: 24,713 shares 24,713 $556K 0.07% -8,166 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: 862 shares; 2024Q4: 864 shares; 2025Q1: 839 shares; 2025Q2: 876 shares; 2025Q3: 880 shares; 2025Q4: 902 shares; 2026Q1: 941 shares 941 $554K 0.07% +39 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,251 shares; 2024Q4: 10,304 shares; 2025Q1: 12,472 shares; 2025Q2: 13,166 shares; 2025Q3: 12,058 shares; 2025Q4: 8,735 shares; 2026Q1: 6,107 shares 6,107 $552K 0.07% -2,628 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 3,056 shares; 2025Q4: not reported; 2026Q1: 13,628 shares 13,628 $550K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,302 shares 5,302 $549K 0.07% new 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: 2,908 shares; 2024Q4: 3,240 shares; 2025Q1: 2,931 shares; 2025Q2: 3,241 shares; 2025Q3: 2,677 shares; 2025Q4: 4,468 shares; 2026Q1: 6,433 shares 6,433 $548K 0.07% +1,965 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,070 shares; 2025Q1: 3,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares; 2026Q1: 8,885 shares 8,885 $545K 0.07% +5,452 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,287 shares; 2025Q1: 11,047 shares; 2025Q2: 10,995 shares; 2025Q3: 12,064 shares; 2025Q4: 8,886 shares; 2026Q1: 7,283 shares 7,283 $542K 0.07% -1,603 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,711 shares; 2024Q4: 45,388 shares; 2025Q1: 49,081 shares; 2025Q2: 54,231 shares; 2025Q3: 64,180 shares; 2025Q4: 46,595 shares; 2026Q1: 34,335 shares 34,335 $540K 0.07% -12,260 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,947 shares; 2025Q1: 2,012 shares; 2025Q2: 2,191 shares; 2025Q3: 2,262 shares; 2025Q4: 2,669 shares; 2026Q1: 3,978 shares 3,978 $538K 0.07% +1,309 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,824 shares; 2025Q1: 2,004 shares; 2025Q2: 2,061 shares; 2025Q3: 2,088 shares; 2025Q4: 2,241 shares; 2026Q1: 2,565 shares 2,565 $536K 0.07% +324 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,341 shares; 2025Q1: 4,341 shares; 2025Q2: 4,341 shares; 2025Q3: 4,341 shares; 2025Q4: 4,341 shares; 2026Q1: 5,191 shares 5,191 $531K 0.07% +850 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,854 shares; 2025Q4: 1,970 shares; 2026Q1: 2,142 shares 2,142 $529K 0.07% +172 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: 3,458 shares; 2024Q4: 3,469 shares; 2025Q1: 3,383 shares; 2025Q2: 3,687 shares; 2025Q3: 4,149 shares; 2025Q4: 4,403 shares; 2026Q1: 5,444 shares 5,444 $526K 0.07% +1,041 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: 9,316 shares; 2024Q4: 9,015 shares; 2025Q1: 11,031 shares; 2025Q2: 11,213 shares; 2025Q3: 10,918 shares; 2025Q4: 8,777 shares; 2026Q1: 3,095 shares 3,095 $523K 0.07% -5,682 Timeline HEI-A 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: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,852 shares; 2025Q3: 2,792 shares; 2025Q4: 2,512 shares; 2026Q1: 2,477 shares 2,477 $523K 0.07% -35 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: 3,048 shares; 2024Q4: 3,207 shares; 2025Q1: 3,407 shares; 2025Q2: 3,771 shares; 2025Q3: 3,748 shares; 2025Q4: 2,955 shares; 2026Q1: 2,548 shares 2,548 $518K 0.07% -407 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: 625 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537 shares; 2026Q1: 667 shares 667 $515K 0.07% +130 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: 3,264 shares; 2024Q4: 3,160 shares; 2025Q1: 3,451 shares; 2025Q2: 3,406 shares; 2025Q3: 3,388 shares; 2025Q4: 1,407 shares; 2026Q1: 1,325 shares 1,325 $508K 0.07% -82 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,193 shares; 2026Q1: 5,111 shares 5,111 $506K 0.07% +1,918 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,909 shares; 2025Q1: 6,315 shares; 2025Q2: 5,936 shares; 2025Q3: 6,022 shares; 2025Q4: 6,561 shares; 2026Q1: 8,240 shares 8,240 $503K 0.07% +1,679 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 3,997 shares; 2025Q1: 4,795 shares; 2025Q2: 5,260 shares; 2025Q3: 5,085 shares; 2025Q4: 4,998 shares; 2026Q1: 6,937 shares 6,937 $502K 0.07% +1,939 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,632 shares; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 3,197 shares 3,197 $496K 0.06% +565 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: 5,925 shares; 2024Q4: 6,081 shares; 2025Q1: 5,535 shares; 2025Q2: 6,306 shares; 2025Q3: 5,244 shares; 2025Q4: 4,782 shares; 2026Q1: 5,482 shares 5,482 $496K 0.06% +700 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,743 shares; 2025Q4: 1,857 shares; 2026Q1: 2,028 shares 2,028 $495K 0.06% +171 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,659 shares; 2025Q1: 2,664 shares; 2025Q2: 2,792 shares; 2025Q3: 2,550 shares; 2025Q4: 2,522 shares; 2026Q1: 2,844 shares 2,844 $493K 0.06% +322 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: 7,457 shares; 2024Q4: 7,648 shares; 2025Q1: 6,932 shares; 2025Q2: 6,162 shares; 2025Q3: 6,104 shares; 2025Q4: 6,399 shares; 2026Q1: 6,945 shares 6,945 $491K 0.06% +546 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,744 shares; 2025Q1: 1,723 shares; 2025Q2: 1,939 shares; 2025Q3: 1,923 shares; 2025Q4: 1,730 shares; 2026Q1: 1,958 shares 1,958 $491K 0.06% +228 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 572 shares; 2025Q3: 963 shares; 2025Q4: 1,396 shares; 2026Q1: 1,230 shares 1,230 $490K 0.06% -166 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,617 shares; 2024Q4: 2,786 shares; 2025Q1: 2,772 shares; 2025Q2: 3,237 shares; 2025Q3: 3,383 shares; 2025Q4: 3,571 shares; 2026Q1: 3,608 shares 3,608 $489K 0.06% +37 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: 2,319 shares; 2024Q4: 2,246 shares; 2025Q1: 1,619 shares; 2025Q2: 1,325 shares; 2025Q3: 1,570 shares; 2025Q4: 2,475 shares; 2026Q1: 2,551 shares 2,551 $484K 0.06% +76 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,290 shares; 2025Q1: 1,306 shares; 2025Q2: 1,379 shares; 2025Q3: 1,398 shares; 2025Q4: 1,498 shares; 2026Q1: 1,518 shares 1,518 $477K 0.06% +20 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,568 shares; 2024Q4: 8,730 shares; 2025Q1: 8,600 shares; 2025Q2: 8,399 shares; 2025Q3: 8,666 shares; 2025Q4: 8,577 shares; 2026Q1: 10,126 shares 10,126 $470K 0.06% +1,549 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,555 shares; 2024Q4: 21,050 shares; 2025Q1: 24,290 shares; 2025Q2: 28,704 shares; 2025Q3: 32,853 shares; 2025Q4: 39,750 shares; 2026Q1: 39,870 shares 39,870 $460K 0.06% +120 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,854 shares; 2025Q1: 5,923 shares; 2025Q2: 5,293 shares; 2025Q3: 5,473 shares; 2025Q4: 4,440 shares; 2026Q1: 5,124 shares 5,124 $459K 0.06% +684 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,007 shares; 2024Q4: 3,066 shares; 2025Q1: 3,043 shares; 2025Q2: 2,928 shares; 2025Q3: 2,937 shares; 2025Q4: 3,467 shares; 2026Q1: 3,627 shares 3,627 $459K 0.06% +160 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,227 shares; 2025Q1: 4,386 shares; 2025Q2: 5,085 shares; 2025Q3: 5,246 shares; 2025Q4: 5,678 shares; 2026Q1: 6,330 shares 6,330 $459K 0.06% +652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,819 shares 2,819 $458K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 743 shares; 2026Q1: 1,260 shares 1,260 $452K 0.06% +517 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,422 shares; 2025Q1: 6,580 shares; 2025Q2: 5,835 shares; 2025Q3: 6,125 shares; 2025Q4: 6,567 shares; 2026Q1: 7,351 shares 7,351 $450K 0.06% +784 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,266 shares; 2025Q1: 5,041 shares; 2025Q2: 5,002 shares; 2025Q3: 5,706 shares; 2025Q4: 6,524 shares; 2026Q1: 6,553 shares 6,553 $446K 0.06% +29 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,810 shares; 2024Q4: 3,149 shares; 2025Q1: 3,258 shares; 2025Q2: 3,108 shares; 2025Q3: 3,054 shares; 2025Q4: 2,999 shares; 2026Q1: 3,008 shares 3,008 $445K 0.06% +9 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: 4,854 shares; 2025Q3: 6,766 shares; 2025Q4: 7,283 shares; 2026Q1: 6,376 shares 6,376 $442K 0.06% -907 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,927 shares; 2025Q1: 4,271 shares; 2025Q2: 4,304 shares; 2025Q3: 4,322 shares; 2025Q4: 4,265 shares; 2026Q1: 4,837 shares 4,837 $440K 0.06% +572 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,533 shares; 2025Q2: 12,853 shares; 2025Q3: 12,853 shares; 2025Q4: 12,853 shares; 2026Q1: 12,253 shares 12,253 $440K 0.06% -600 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,302 shares; 2024Q4: 28,695 shares; 2025Q1: 28,695 shares; 2025Q2: 27,895 shares; 2025Q3: 20,318 shares; 2025Q4: 19,947 shares; 2026Q1: 15,683 shares 15,683 $429K 0.06% -4,264 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,018 shares; 2025Q1: 1,071 shares; 2025Q2: 1,214 shares; 2025Q3: 1,165 shares; 2025Q4: 1,263 shares; 2026Q1: 1,868 shares 1,868 $429K 0.06% +605 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,570 shares; 2025Q1: 1,568 shares; 2025Q2: 1,623 shares; 2025Q3: 1,619 shares; 2025Q4: 1,623 shares; 2026Q1: 1,717 shares 1,717 $429K 0.06% +94 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,826 shares; 2026Q1: 2,002 shares 2,002 $423K 0.06% +176 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 3,812 shares; 2025Q4: 4,044 shares; 2026Q1: 4,287 shares 4,287 $416K 0.05% +243 Timeline MSCI MSCI INC More: the full row for MSCI 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: 374 shares; 2025Q3: 388 shares; 2025Q4: 476 shares; 2026Q1: 769 shares 769 $415K 0.05% +293 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,857 shares; 2025Q1: 1,909 shares; 2025Q2: 1,923 shares; 2025Q3: 1,907 shares; 2025Q4: 1,858 shares; 2026Q1: 1,996 shares 1,996 $413K 0.05% +138 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 901 shares; 2025Q3: 1,061 shares; 2025Q4: 1,138 shares; 2026Q1: 1,416 shares 1,416 $406K 0.05% +278 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,779 shares; 2025Q1: 3,774 shares; 2025Q2: 3,198 shares; 2025Q3: 3,073 shares; 2025Q4: 3,266 shares; 2026Q1: 4,149 shares 4,149 $405K 0.05% +883 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,353 shares; 2024Q4: 16,391 shares; 2025Q1: 16,669 shares; 2025Q2: 15,488 shares; 2025Q3: 15,119 shares; 2025Q4: 16,919 shares; 2026Q1: 12,179 shares 12,179 $404K 0.05% -4,740 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,449 shares; 2025Q1: 5,399 shares; 2025Q2: 5,217 shares; 2025Q3: 4,834 shares; 2025Q4: 4,689 shares; 2026Q1: 4,454 shares 4,454 $401K 0.05% -235 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: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 3,009 shares; 2025Q2: 2,990 shares; 2025Q3: 3,017 shares; 2025Q4: 2,829 shares; 2026Q1: 667 shares 667 $398K 0.05% -2,162 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,357 shares; 2024Q4: 5,639 shares; 2025Q1: 5,573 shares; 2025Q2: 5,780 shares; 2025Q3: 5,303 shares; 2025Q4: 5,461 shares; 2026Q1: 5,291 shares 5,291 $398K 0.05% -170 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 3,932 shares; 2026Q1: 5,448 shares 5,448 $396K 0.05% +1,516 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,495 shares; 2026Q1: 5,697 shares 5,697 $395K 0.05% +2,202 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,066 shares; 2024Q4: 28,919 shares; 2025Q1: 31,185 shares; 2025Q2: 29,095 shares; 2025Q3: 19,182 shares; 2025Q4: 12,615 shares; 2026Q1: 17,866 shares 17,866 $393K 0.05% +5,251 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,494 shares; 2024Q4: 15,388 shares; 2025Q1: 15,619 shares; 2025Q2: 14,667 shares; 2025Q3: 9,601 shares; 2025Q4: 8,386 shares; 2026Q1: 8,699 shares 8,699 $393K 0.05% +313 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 239 shares; 2025Q1: 261 shares; 2025Q2: 297 shares; 2025Q3: 316 shares; 2025Q4: 315 shares; 2026Q1: 226 shares 226 $391K 0.05% -89 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: 1,108 shares; 2024Q4: 1,136 shares; 2025Q1: 1,144 shares; 2025Q2: 1,305 shares; 2025Q3: 1,476 shares; 2025Q4: 1,379 shares; 2026Q1: 1,713 shares 1,713 $384K 0.05% +334 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: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 2,974 shares; 2025Q2: 2,242 shares; 2025Q3: 2,237 shares; 2025Q4: 2,218 shares; 2026Q1: 1,995 shares 1,995 $378K 0.05% -223 Timeline CRH CRH PLC More: the full row for CRH 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: 2,782 shares; 2026Q1: 3,595 shares 3,595 $378K 0.05% +813 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 5,340 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares; 2026Q1: 5,567 shares 5,567 $373K 0.05% -23 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,370 shares 1,370 $371K 0.05% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,064 shares; 2025Q1: 2,260 shares; 2025Q2: 2,369 shares; 2025Q3: 2,414 shares; 2025Q4: 2,606 shares; 2026Q1: 2,453 shares 2,453 $368K 0.05% -153 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 1,026 shares; 2025Q4: 1,338 shares; 2026Q1: 1,861 shares 1,861 $366K 0.05% +523 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,221 shares; 2025Q1: 1,236 shares; 2025Q2: 1,265 shares; 2025Q3: 1,161 shares; 2025Q4: 1,157 shares; 2026Q1: 1,340 shares 1,340 $363K 0.05% +183 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares 1,459 $362K 0.05% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,525 shares; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,986 shares; 2026Q1: 3,712 shares 3,712 $361K 0.05% +726 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269 $358K 0.05% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 558 shares 558 $355K 0.05% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 5,212 shares; 2025Q1: 5,505 shares; 2025Q2: 5,902 shares; 2025Q3: 5,954 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares 1,095 $351K 0.05% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,488 shares 1,488 $345K 0.04% +331 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares; 2026Q1: 1,442 shares 1,442 $343K 0.04% +13 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: 3,474 shares; 2024Q4: 3,425 shares; 2025Q1: 3,477 shares; 2025Q2: 3,475 shares; 2025Q3: 2,943 shares; 2025Q4: 2,431 shares; 2026Q1: 3,126 shares 3,126 $343K 0.04% +695 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: not reported; 2024Q4: 1,969 shares; 2025Q1: 1,815 shares; 2025Q2: 1,691 shares; 2025Q3: 1,446 shares; 2025Q4: 1,112 shares; 2026Q1: 259 shares 259 $343K 0.04% -853 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 911 shares; 2025Q4: 1,183 shares; 2026Q1: 1,467 shares 1,467 $342K 0.04% +284 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,589 shares 1,589 $341K 0.04% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 829 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,092 shares; 2025Q4: 1,230 shares; 2026Q1: 1,244 shares 1,244 $339K 0.04% +14 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $332K 0.04% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,289 shares 2,289 $331K 0.04% new Timeline SHYG 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: 7,784 shares 7,784 $329K 0.04% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,736 shares; 2025Q1: 3,238 shares; 2025Q2: 3,096 shares; 2025Q3: 2,905 shares; 2025Q4: 2,910 shares; 2026Q1: 4,002 shares 4,002 $327K 0.04% +1,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 923 shares; 2025Q4: 950 shares; 2026Q1: 1,172 shares 1,172 $326K 0.04% +222 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,909 shares; 2025Q1: 2,968 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares; 2025Q4: 2,797 shares; 2026Q1: 2,637 shares 2,637 $315K 0.04% -160 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,808 shares; 2026Q1: 2,400 shares 2,400 $315K 0.04% +592 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,575 shares; 2025Q2: 1,750 shares; 2025Q3: 1,704 shares; 2025Q4: 1,716 shares; 2026Q1: 1,703 shares 1,703 $315K 0.04% -13 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: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 440 shares; 2025Q4: 512 shares; 2026Q1: 554 shares 554 $311K 0.04% +42 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: 4,274 shares; 2024Q4: 3,807 shares; 2025Q1: 3,815 shares; 2025Q2: 4,210 shares; 2025Q3: 4,194 shares; 2025Q4: 3,718 shares; 2026Q1: 3,880 shares 3,880 $311K 0.04% +162 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,655 shares; 2025Q1: 2,349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares; 2026Q1: 3,157 shares 3,157 $311K 0.04% +1,018 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,795 shares; 2025Q1: 3,057 shares; 2025Q2: 3,064 shares; 2025Q3: 3,428 shares; 2025Q4: 3,620 shares; 2026Q1: 3,883 shares 3,883 $308K 0.04% +263 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,503 shares; 2025Q2: 4,867 shares; 2025Q3: 5,069 shares; 2025Q4: 5,263 shares; 2026Q1: 6,203 shares 6,203 $304K 0.04% +940 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: 4,132 shares; 2024Q4: 4,522 shares; 2025Q1: 4,698 shares; 2025Q2: 4,807 shares; 2025Q3: 5,674 shares; 2025Q4: 4,578 shares; 2026Q1: 4,218 shares 4,218 $301K 0.04% -360 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 274 shares 274 $300K 0.04% new 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: 2,851 shares; 2024Q4: 3,237 shares; 2025Q1: 3,335 shares; 2025Q2: 3,469 shares; 2025Q3: 3,493 shares; 2025Q4: 2,678 shares; 2026Q1: 2,581 shares 2,581 $299K 0.04% -97 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 4,639 shares; 2025Q3: 5,589 shares; 2025Q4: 5,036 shares; 2026Q1: 5,635 shares 5,635 $297K 0.04% +599 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 2,268 shares; 2025Q4: 2,446 shares; 2026Q1: 2,642 shares 2,642 $294K 0.04% +196 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: 1,455 shares; 2024Q4: 1,458 shares; 2025Q1: 1,538 shares; 2025Q2: 1,490 shares; 2025Q3: 1,432 shares; 2025Q4: 1,387 shares; 2026Q1: 1,410 shares 1,410 $294K 0.04% +23 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 730 shares; 2025Q1: 876 shares; 2025Q2: 748 shares; 2025Q3: 660 shares; 2025Q4: 849 shares; 2026Q1: 993 shares 993 $291K 0.04% +144 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,545 shares; 2025Q3: 3,154 shares; 2025Q4: 3,421 shares; 2026Q1: 3,508 shares 3,508 $287K 0.04% +87 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,503 shares 2,503 $283K 0.04% new Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,265 shares; 2024Q4: not reported; 2025Q1: 20,265 shares; 2025Q2: 20,265 shares; 2025Q3: 20,265 shares; 2025Q4: 20,265 shares; 2026Q1: 20,265 shares 20,265 $282K 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 4,645 shares; 2025Q1: 4,574 shares; 2025Q2: 4,583 shares; 2025Q3: 5,314 shares; 2025Q4: 4,640 shares; 2026Q1: 6,191 shares 6,191 $280K 0.04% +1,551 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,799 shares; 2025Q1: 3,123 shares; 2025Q2: 3,172 shares; 2025Q3: 3,053 shares; 2025Q4: 3,005 shares; 2026Q1: 2,558 shares 2,558 $279K 0.04% -447 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: not reported; 2024Q4: 3,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,604 shares; 2026Q1: 4,197 shares 4,197 $279K 0.04% +593 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,948 shares 1,948 $278K 0.04% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,685 shares 4,685 $277K 0.04% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,844 shares; 2025Q1: 2,790 shares; 2025Q2: 2,887 shares; 2025Q3: 2,858 shares; 2025Q4: 2,814 shares; 2026Q1: 2,694 shares 2,694 $275K 0.04% -120 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: 4,815 shares; 2024Q4: 4,107 shares; 2025Q1: 4,036 shares; 2025Q2: 4,093 shares; 2025Q3: 4,120 shares; 2025Q4: 4,047 shares; 2026Q1: 4,628 shares 4,628 $267K 0.03% +581 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares 1,255 $266K 0.03% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 2,869 shares; 2025Q1: 3,266 shares; 2025Q2: 4,147 shares; 2025Q3: 3,756 shares; 2025Q4: 2,358 shares; 2026Q1: 3,236 shares 3,236 $263K 0.03% +878 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,338 shares; 2025Q3: 1,566 shares; 2025Q4: 1,849 shares; 2026Q1: 1,711 shares 1,711 $258K 0.03% -138 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,511 shares 2,511 $257K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 2,517 shares; 2025Q1: 1,790 shares; 2025Q2: 1,792 shares; 2025Q3: 1,796 shares; 2025Q4: 1,769 shares; 2026Q1: 1,756 shares 1,756 $256K 0.03% -13 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,993 shares; 2025Q1: 3,930 shares; 2025Q2: 3,944 shares; 2025Q3: 3,960 shares; 2025Q4: 442 shares; 2026Q1: 442 shares 442 $255K 0.03% 0 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: 4,046 shares; 2024Q4: 4,114 shares; 2025Q1: 4,385 shares; 2025Q2: 4,963 shares; 2025Q3: 4,875 shares; 2025Q4: not reported; 2026Q1: 4,453 shares 4,453 $251K 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,675 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares 2,641 $246K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 93 shares; 2026Q1: 72 shares 72 $244K 0.03% -21 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,271 shares 9,271 $242K 0.03% new Timeline AON AON PLC More: the full row for AON 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: 745 shares 745 $240K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,075 shares 1,075 $238K 0.03% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,903 shares; 2024Q4: 6,411 shares; 2025Q1: 4,866 shares; 2025Q2: 4,548 shares; 2025Q3: 6,476 shares; 2025Q4: 5,347 shares; 2026Q1: 3,912 shares 3,912 $235K 0.03% -1,435 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,661 shares; 2024Q4: 8,548 shares; 2025Q1: 7,408 shares; 2025Q2: 6,233 shares; 2025Q3: 7,014 shares; 2025Q4: 6,022 shares; 2026Q1: 5,197 shares 5,197 $235K 0.03% -825 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: 1,613 shares; 2025Q3: 1,661 shares; 2025Q4: 1,208 shares; 2026Q1: 1,191 shares 1,191 $233K 0.03% -17 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,284 shares; 2025Q1: 3,748 shares; 2025Q2: 3,632 shares; 2025Q3: 3,746 shares; 2025Q4: 3,690 shares; 2026Q1: 2,668 shares 2,668 $232K 0.03% -1,022 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,008 shares; 2024Q4: 23,554 shares; 2025Q1: 23,915 shares; 2025Q2: 20,870 shares; 2025Q3: 20,388 shares; 2025Q4: 17,795 shares; 2026Q1: 3,572 shares 3,572 $231K 0.03% -14,223 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,664 shares; 2025Q4: 1,720 shares; 2026Q1: 1,307 shares 1,307 $228K 0.03% -413 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,006 shares; 2025Q2: 1,201 shares; 2025Q3: 1,198 shares; 2025Q4: 1,312 shares; 2026Q1: 1,152 shares 1,152 $227K 0.03% -160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $224K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 889 shares 889 $223K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,086 shares 1,086 $221K 0.03% -28 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,059 shares 3,059 $216K 0.03% -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: 2,171 shares; 2024Q4: 2,276 shares; 2025Q1: 1,957 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,589 shares; 2026Q1: 1,882 shares 1,882 $215K 0.03% +293 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,468 shares; 2025Q3: 1,461 shares; 2025Q4: 1,465 shares; 2026Q1: 1,461 shares 1,461 $214K 0.03% -4 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: 1,879 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares 1,879 $213K 0.03% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,525 shares; 2025Q1: 1,702 shares; 2025Q2: 1,907 shares; 2025Q3: 1,971 shares; 2025Q4: 2,014 shares; 2026Q1: 1,202 shares 1,202 $211K 0.03% -812 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares 1,666 $210K 0.03% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,967 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,919 shares; 2025Q4: 5,905 shares; 2026Q1: 5,800 shares 5,800 $210K 0.03% -105 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares; 2026Q1: 1,220 shares 1,220 $208K 0.03% -281 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,397 shares; 2024Q4: 10,981 shares; 2025Q1: 10,838 shares; 2025Q2: 10,379 shares; 2025Q3: 10,412 shares; 2025Q4: 4,351 shares; 2026Q1: 4,087 shares 4,087 $208K 0.03% -264 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: not reported; 2026Q1: 1,395 shares 1,395 $204K 0.03% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,675 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,004 shares; 2026Q1: 10,830 shares 10,830 $184K 0.02% -174 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $180K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 23,242 shares; 2025Q4: 23,242 shares; 2026Q1: 14,000 shares 14,000 $155K 0.02% -9,242 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,669 shares; 2026Q1: 10,669 shares 10,669 $131K 0.02% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $30.7K <0.01% 0 Timeline