XLG 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: 980,006 shares; 2024Q4: 1,092,153 shares; 2025Q1: 1,449,886 shares; 2025Q2: 2,682,223 shares; 2025Q3: 2,741,301 shares; 2025Q4: 2,467,017 shares; 2026Q1: 2,552,987 shares 2,552,987 $139M 7.96% +85,970 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 911,018 shares; 2025Q2: 3,607,616 shares; 2025Q3: 3,709,142 shares; 2025Q4: 3,807,835 shares; 2026Q1: 3,969,257 shares 3,969,257 $118M 6.73% +161,422 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: 352,720 shares; 2024Q4: 352,176 shares; 2025Q1: 351,908 shares; 2025Q2: 355,616 shares; 2025Q3: 355,384 shares; 2025Q4: 358,106 shares; 2026Q1: 357,768 shares 357,768 $105M 6.01% -338 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,901 shares; 2024Q4: 370,624 shares; 2025Q1: 368,031 shares; 2025Q2: 376,641 shares; 2025Q3: 374,872 shares; 2025Q4: 371,902 shares; 2026Q1: 366,709 shares 366,709 $93.1M 5.32% -5,193 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,492 shares; 2024Q4: 120,539 shares; 2025Q1: 124,542 shares; 2025Q2: 127,637 shares; 2025Q3: 127,812 shares; 2025Q4: 122,440 shares; 2026Q1: 122,819 shares 122,819 $53.6M 3.07% +379 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: 185,797 shares; 2024Q4: 176,371 shares; 2025Q1: 234,363 shares; 2025Q2: 294,002 shares; 2025Q3: 289,852 shares; 2025Q4: 281,153 shares; 2026Q1: 283,806 shares 283,806 $49.5M 2.83% +2,653 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,423 shares; 2024Q4: 249,917 shares; 2025Q1: 242,690 shares; 2025Q2: 243,543 shares; 2025Q3: 244,233 shares; 2025Q4: 231,695 shares; 2026Q1: 227,881 shares 227,881 $49M 2.8% -3,814 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: 109,082 shares; 2024Q4: 108,725 shares; 2025Q1: 108,862 shares; 2025Q2: 112,017 shares; 2025Q3: 111,393 shares; 2025Q4: 112,960 shares; 2026Q1: 114,654 shares 114,654 $42.4M 2.43% +1,694 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: 156,385 shares; 2024Q4: 150,783 shares; 2025Q1: 152,084 shares; 2025Q2: 161,377 shares; 2025Q3: 160,548 shares; 2025Q4: 164,361 shares; 2026Q1: 167,632 shares 167,632 $34.9M 2% +3,271 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: 113,034 shares; 2024Q4: 111,779 shares; 2025Q1: 112,414 shares; 2025Q2: 111,234 shares; 2025Q3: 111,468 shares; 2025Q4: 113,197 shares; 2026Q1: 113,128 shares 113,128 $27.7M 1.58% -69 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: 85,650 shares; 2024Q4: 85,041 shares; 2025Q1: 84,814 shares; 2025Q2: 84,774 shares; 2025Q3: 84,101 shares; 2025Q4: 87,327 shares; 2026Q1: 84,895 shares 84,895 $27.2M 1.56% -2,432 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: 94,402 shares; 2024Q4: 96,037 shares; 2025Q1: 95,819 shares; 2025Q2: 96,407 shares; 2025Q3: 94,961 shares; 2025Q4: 95,443 shares; 2026Q1: 94,342 shares 94,342 $27.1M 1.55% -1,101 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: 89,753 shares; 2024Q4: 90,025 shares; 2025Q1: 89,806 shares; 2025Q2: 94,138 shares; 2025Q3: 93,814 shares; 2025Q4: 95,124 shares; 2026Q1: 92,718 shares 92,718 $26.7M 1.52% -2,406 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,059 shares; 2024Q4: 52,083 shares; 2025Q1: 53,815 shares; 2025Q2: 55,483 shares; 2025Q3: 58,002 shares; 2025Q4: 57,848 shares; 2026Q1: 62,845 shares 62,845 $25.6M 1.46% +4,997 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: 123,760 shares; 2024Q4: 123,096 shares; 2025Q1: 122,307 shares; 2025Q2: 121,828 shares; 2025Q3: 121,467 shares; 2025Q4: 118,681 shares; 2026Q1: 117,967 shares 117,967 $22.8M 1.3% -714 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: 60,624 shares; 2024Q4: 61,832 shares; 2025Q1: 70,695 shares; 2025Q2: 63,913 shares; 2025Q3: 65,172 shares; 2025Q4: 58,702 shares; 2026Q1: 56,849 shares 56,849 $21.8M 1.25% -1,853 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: 67,952 shares; 2024Q4: 67,779 shares; 2025Q1: 67,645 shares; 2025Q2: 68,208 shares; 2025Q3: 68,175 shares; 2025Q4: 68,901 shares; 2026Q1: 68,838 shares 68,838 $21.4M 1.22% -63 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,207 shares; 2024Q4: 1,750,141 shares; 2025Q1: 947,851 shares; 2025Q2: 950,714 shares; 2025Q3: 719,176 shares; 2025Q4: 648,597 shares; 2026Q1: 644,801 shares 644,801 $19.8M 1.13% -3,796 Timeline SMTH 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: 1,157,597 shares; 2024Q4: 1,082,578 shares; 2025Q1: 997,835 shares; 2025Q2: 785,243 shares; 2025Q3: 766,311 shares; 2025Q4: 710,938 shares; 2026Q1: 676,565 shares 676,565 $17.4M 1% -34,373 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,833 shares; 2025Q3: 43,856 shares; 2025Q4: 123,149 shares; 2026Q1: 421,307 shares 421,307 $17.1M 0.97% +298,158 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: 131,289 shares; 2024Q4: 126,129 shares; 2025Q1: 120,283 shares; 2025Q2: 119,932 shares; 2025Q3: 119,660 shares; 2025Q4: 118,948 shares; 2026Q1: 113,556 shares 113,556 $16.8M 0.96% -5,392 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: 72,334 shares; 2024Q4: 72,246 shares; 2025Q1: 71,728 shares; 2025Q2: 80,825 shares; 2025Q3: 83,931 shares; 2025Q4: 98,554 shares; 2026Q1: 96,782 shares 96,782 $16.4M 0.94% -1,772 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: 19,361 shares; 2024Q4: 18,860 shares; 2025Q1: 18,871 shares; 2025Q2: 19,080 shares; 2025Q3: 18,764 shares; 2025Q4: 18,646 shares; 2026Q1: 18,352 shares 18,352 $15.5M 0.89% -294 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: 194,075 shares; 2024Q4: 193,258 shares; 2025Q1: 193,143 shares; 2025Q2: 192,456 shares; 2025Q3: 192,098 shares; 2025Q4: 193,042 shares; 2026Q1: 192,585 shares 192,585 $14.9M 0.85% -457 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: 22,250 shares; 2024Q4: 21,696 shares; 2025Q1: 21,547 shares; 2025Q2: 21,240 shares; 2025Q3: 21,409 shares; 2025Q4: 21,733 shares; 2026Q1: 21,051 shares 21,051 $14.9M 0.85% -682 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: 57,345 shares; 2024Q4: 57,124 shares; 2025Q1: 55,905 shares; 2025Q2: 56,295 shares; 2025Q3: 56,645 shares; 2025Q4: 59,024 shares; 2026Q1: 59,145 shares 59,145 $14.3M 0.82% +121 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: 39,800 shares; 2024Q4: 39,582 shares; 2025Q1: 39,373 shares; 2025Q2: 40,790 shares; 2025Q3: 41,626 shares; 2025Q4: 42,866 shares; 2026Q1: 42,339 shares 42,339 $13.9M 0.8% -527 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: 22,712 shares; 2024Q4: 22,709 shares; 2025Q1: 25,053 shares; 2025Q2: 28,482 shares; 2025Q3: 28,409 shares; 2025Q4: 27,411 shares; 2026Q1: 27,440 shares 27,440 $13.1M 0.75% +29 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: 10,040 shares; 2024Q4: 10,208 shares; 2025Q1: 11,237 shares; 2025Q2: 15,642 shares; 2025Q3: 15,459 shares; 2025Q4: 19,680 shares; 2026Q1: 22,110 shares 22,110 $12.6M 0.72% +2,430 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,591 shares; 2024Q4: 312,197 shares; 2025Q1: 329,088 shares; 2025Q2: 334,480 shares; 2025Q3: 343,136 shares; 2025Q4: 342,637 shares; 2026Q1: 351,581 shares 351,581 $12.5M 0.72% +8,944 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: 18,081 shares; 2024Q4: 17,698 shares; 2025Q1: 17,761 shares; 2025Q2: 17,468 shares; 2025Q3: 17,349 shares; 2025Q4: 16,897 shares; 2026Q1: 17,397 shares 17,397 $12.1M 0.69% +500 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: 38,890 shares; 2024Q4: 38,618 shares; 2025Q1: 37,529 shares; 2025Q2: 39,437 shares; 2025Q3: 39,130 shares; 2025Q4: 39,133 shares; 2026Q1: 38,194 shares 38,194 $11.5M 0.66% -939 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,307 shares; 2024Q4: 290,966 shares; 2025Q1: 234,414 shares; 2025Q2: 197,265 shares; 2025Q3: 220,026 shares; 2025Q4: 222,970 shares; 2026Q1: 223,726 shares 223,726 $11.4M 0.65% +756 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: 18,201 shares; 2024Q4: 18,121 shares; 2025Q1: 18,180 shares; 2025Q2: 18,190 shares; 2025Q3: 18,255 shares; 2025Q4: 18,466 shares; 2026Q1: 17,513 shares 17,513 $11.4M 0.65% -953 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: 6,577 shares; 2024Q4: 6,543 shares; 2025Q1: 6,616 shares; 2025Q2: 6,755 shares; 2025Q3: 6,802 shares; 2025Q4: 12,674 shares; 2026Q1: 12,174 shares 12,174 $11.2M 0.64% -500 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: 51,350 shares; 2024Q4: 45,715 shares; 2025Q1: 32,564 shares; 2025Q2: 30,358 shares; 2025Q3: 31,008 shares; 2025Q4: 31,766 shares; 2026Q1: 31,526 shares 31,526 $11.1M 0.63% -240 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: 38,903 shares; 2024Q4: 39,102 shares; 2025Q1: 38,777 shares; 2025Q2: 53,001 shares; 2025Q3: 53,639 shares; 2025Q4: 52,949 shares; 2026Q1: 52,844 shares 52,844 $10.9M 0.62% -105 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: 75,026 shares; 2024Q4: 74,192 shares; 2025Q1: 73,066 shares; 2025Q2: 73,203 shares; 2025Q3: 73,853 shares; 2025Q4: 74,250 shares; 2026Q1: 74,133 shares 74,133 $10.7M 0.61% -117 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351,632 shares; 2024Q4: 341,570 shares; 2025Q1: 317,181 shares; 2025Q2: 295,682 shares; 2025Q3: 287,319 shares; 2025Q4: 230,094 shares; 2026Q1: 224,757 shares 224,757 $10.7M 0.61% -5,337 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: 99,078 shares; 2024Q4: 102,907 shares; 2025Q1: 104,922 shares; 2025Q2: 104,317 shares; 2025Q3: 102,920 shares; 2025Q4: 100,551 shares; 2026Q1: 99,904 shares 99,904 $9.64M 0.55% -647 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: 72,418 shares; 2024Q4: 72,143 shares; 2025Q1: 74,058 shares; 2025Q2: 76,755 shares; 2025Q3: 75,912 shares; 2025Q4: 82,266 shares; 2026Q1: 80,052 shares 80,052 $9.63M 0.55% -2,214 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: 20,109 shares; 2024Q4: 18,165 shares; 2025Q1: 19,040 shares; 2025Q2: 22,925 shares; 2025Q3: 23,364 shares; 2025Q4: 24,004 shares; 2026Q1: 24,255 shares 24,255 $9.02M 0.52% +251 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: 27,661 shares; 2024Q4: 27,431 shares; 2025Q1: 28,017 shares; 2025Q2: 27,693 shares; 2025Q3: 27,094 shares; 2025Q4: 26,745 shares; 2026Q1: 26,086 shares 26,086 $8.95M 0.51% -659 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,388 shares; 2024Q4: 31,927 shares; 2025Q1: 31,541 shares; 2025Q2: 30,916 shares; 2025Q3: 30,658 shares; 2025Q4: 31,380 shares; 2026Q1: 30,258 shares 30,258 $8.69M 0.5% -1,122 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: 17,277 shares; 2024Q4: 16,947 shares; 2025Q1: 16,812 shares; 2025Q2: 16,292 shares; 2025Q3: 16,332 shares; 2025Q4: 16,363 shares; 2026Q1: 16,033 shares 16,033 $8.63M 0.49% -330 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: 63,710 shares; 2024Q4: 60,107 shares; 2025Q1: 61,887 shares; 2025Q2: 60,008 shares; 2025Q3: 57,424 shares; 2025Q4: 57,740 shares; 2026Q1: 58,612 shares 58,612 $8.62M 0.49% +872 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,446 shares; 2024Q4: 85,506 shares; 2025Q1: 117,543 shares; 2025Q2: 142,058 shares; 2025Q3: 142,672 shares; 2025Q4: 145,107 shares; 2026Q1: 151,934 shares 151,934 $8.44M 0.48% +6,827 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,095 shares; 2024Q4: 92,884 shares; 2025Q1: 92,111 shares; 2025Q2: 83,830 shares; 2025Q3: 82,219 shares; 2025Q4: 95,063 shares; 2026Q1: 104,505 shares 104,505 $8.37M 0.48% +9,442 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: 86,063 shares; 2024Q4: 84,986 shares; 2025Q1: 84,121 shares; 2025Q2: 83,771 shares; 2025Q3: 84,825 shares; 2025Q4: 107,769 shares; 2026Q1: 108,040 shares 108,040 $8.22M 0.47% +271 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 14,210 shares; 2025Q4: 47,977 shares; 2026Q1: 82,829 shares 82,829 $8.1M 0.46% +34,852 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: 13,209 shares; 2024Q4: 13,185 shares; 2025Q1: 13,185 shares; 2025Q2: 13,238 shares; 2025Q3: 15,534 shares; 2025Q4: 13,130 shares; 2026Q1: 12,664 shares 12,664 $7.31M 0.42% -466 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: 7,562 shares; 2024Q4: 7,522 shares; 2025Q1: 7,614 shares; 2025Q2: 13,744 shares; 2025Q3: 16,453 shares; 2025Q4: 17,676 shares; 2026Q1: 26,862 shares 26,862 $7.27M 0.42% +9,186 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: 33,646 shares; 2024Q4: 33,751 shares; 2025Q1: 33,136 shares; 2025Q2: 32,803 shares; 2025Q3: 32,935 shares; 2025Q4: 32,956 shares; 2026Q1: 33,059 shares 33,059 $7.19M 0.41% +103 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: 45,842 shares; 2024Q4: 44,977 shares; 2025Q1: 44,771 shares; 2025Q2: 43,624 shares; 2025Q3: 44,506 shares; 2025Q4: 45,310 shares; 2026Q1: 45,500 shares 45,500 $6.61M 0.38% +190 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 43,566 shares; 2025Q1: 38,398 shares; 2025Q2: 43,065 shares; 2025Q3: 43,265 shares; 2025Q4: 42,916 shares; 2026Q1: 42,468 shares 42,468 $6.43M 0.37% -448 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 14,269 shares; 2025Q4: 38,776 shares; 2026Q1: 44,120 shares 44,120 $6.4M 0.37% +5,344 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: 5,719 shares; 2024Q4: 5,735 shares; 2025Q1: 5,545 shares; 2025Q2: 6,043 shares; 2025Q3: 6,009 shares; 2025Q4: 6,250 shares; 2026Q1: 6,205 shares 6,205 $6.18M 0.35% -45 Timeline OFLX OMEGA FLEX INC More: the full row for OMEGA FLEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,275 shares; 2024Q4: 192,275 shares; 2025Q1: 192,275 shares; 2025Q2: 192,275 shares; 2025Q3: 192,275 shares; 2025Q4: 192,275 shares; 2026Q1: 192,275 shares 192,275 $5.97M 0.34% 0 Timeline XMHQ 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: 74,319 shares; 2024Q4: 74,236 shares; 2025Q1: 72,159 shares; 2025Q2: 67,824 shares; 2025Q3: 62,476 shares; 2025Q4: 59,028 shares; 2026Q1: 57,238 shares 57,238 $5.92M 0.34% -1,790 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,054 shares; 2024Q4: 114,714 shares; 2025Q1: 115,335 shares; 2025Q2: 115,692 shares; 2025Q3: 119,372 shares; 2025Q4: 120,058 shares; 2026Q1: 121,244 shares 121,244 $5.91M 0.34% +1,186 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: 35,555 shares; 2024Q4: 35,183 shares; 2025Q1: 34,696 shares; 2025Q2: 34,423 shares; 2025Q3: 34,175 shares; 2025Q4: 35,044 shares; 2026Q1: 35,016 shares 35,016 $5.79M 0.33% -28 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,609 shares; 2024Q4: 27,662 shares; 2025Q1: 27,330 shares; 2025Q2: 26,332 shares; 2025Q3: 26,337 shares; 2025Q4: 26,267 shares; 2026Q1: 25,867 shares 25,867 $5.66M 0.32% -400 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: 5,724 shares; 2025Q1: 5,729 shares; 2025Q2: 5,585 shares; 2025Q3: 5,585 shares; 2025Q4: 5,714 shares; 2026Q1: 5,757 shares 5,757 $5.54M 0.32% +43 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: 24,995 shares; 2024Q4: 24,160 shares; 2025Q1: 24,005 shares; 2025Q2: 23,893 shares; 2025Q3: 23,895 shares; 2025Q4: 24,887 shares; 2026Q1: 23,988 shares 23,988 $5.51M 0.32% -899 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,576 shares; 2024Q4: 112,396 shares; 2025Q1: 121,828 shares; 2025Q2: 111,704 shares; 2025Q3: 111,742 shares; 2025Q4: 95,255 shares; 2026Q1: 97,105 shares 97,105 $5.5M 0.31% +1,850 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: 35,914 shares; 2024Q4: 41,812 shares; 2025Q1: 40,236 shares; 2025Q2: 38,949 shares; 2025Q3: 39,910 shares; 2025Q4: 41,614 shares; 2026Q1: 41,455 shares 41,455 $5.43M 0.31% -159 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: 25,105 shares; 2024Q4: 25,105 shares; 2025Q1: 25,105 shares; 2025Q2: 25,110 shares; 2025Q3: 25,110 shares; 2025Q4: 25,110 shares; 2026Q1: 25,110 shares 25,110 $5.21M 0.3% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,350 shares; 2024Q4: 35,041 shares; 2025Q1: 36,792 shares; 2025Q2: 39,528 shares; 2025Q3: 39,213 shares; 2025Q4: 39,214 shares; 2026Q1: 39,036 shares 39,036 $5.11M 0.29% -178 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: 2,746 shares; 2025Q1: 3,621 shares; 2025Q2: 4,157 shares; 2025Q3: 3,639 shares; 2025Q4: 3,742 shares; 2026Q1: 3,737 shares 3,737 $4.94M 0.28% -5 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: 21,643 shares; 2024Q4: 21,543 shares; 2025Q1: 22,433 shares; 2025Q2: 23,423 shares; 2025Q3: 23,998 shares; 2025Q4: 23,646 shares; 2026Q1: 23,716 shares 23,716 $4.93M 0.28% +70 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,842 shares; 2025Q2: 18,072 shares; 2025Q3: 18,807 shares; 2025Q4: 56,137 shares; 2026Q1: 87,614 shares 87,614 $4.93M 0.28% +31,477 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,948 shares; 2024Q4: 42,793 shares; 2025Q1: 42,734 shares; 2025Q2: 42,797 shares; 2025Q3: 43,122 shares; 2025Q4: 44,532 shares; 2026Q1: 50,747 shares 50,747 $4.9M 0.28% +6,215 Timeline MGV 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: 30,310 shares; 2024Q4: 35,692 shares; 2025Q1: 34,535 shares; 2025Q2: 34,790 shares; 2025Q3: 34,650 shares; 2025Q4: 34,110 shares; 2026Q1: 33,095 shares 33,095 $4.8M 0.27% -1,015 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: 37,155 shares; 2024Q4: 37,255 shares; 2025Q1: 37,255 shares; 2025Q2: 37,248 shares; 2025Q3: 37,095 shares; 2025Q4: 37,313 shares; 2026Q1: 36,281 shares 36,281 $4.79M 0.27% -1,032 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: 26,147 shares; 2024Q4: 26,204 shares; 2025Q1: 26,204 shares; 2025Q2: 26,204 shares; 2025Q3: 26,204 shares; 2025Q4: 26,204 shares; 2026Q1: 26,228 shares 26,228 $4.78M 0.27% +24 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: 16,995 shares; 2024Q4: 16,870 shares; 2025Q1: 15,997 shares; 2025Q2: 15,377 shares; 2025Q3: 15,927 shares; 2025Q4: 15,927 shares; 2026Q1: 15,863 shares 15,863 $4.63M 0.26% -64 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: 193,674 shares; 2024Q4: 190,017 shares; 2025Q1: 173,876 shares; 2025Q2: 163,543 shares; 2025Q3: 162,035 shares; 2025Q4: 157,218 shares; 2026Q1: 163,441 shares 163,441 $4.59M 0.26% +6,223 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: 7,180 shares; 2024Q4: 7,318 shares; 2025Q1: 7,209 shares; 2025Q2: 7,288 shares; 2025Q3: 7,276 shares; 2025Q4: 7,541 shares; 2026Q1: 7,552 shares 7,552 $4.56M 0.26% +11 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: 12,226 shares; 2024Q4: 25,674 shares; 2025Q1: 26,144 shares; 2025Q2: 28,656 shares; 2025Q3: 27,401 shares; 2025Q4: 27,331 shares; 2026Q1: 27,822 shares 27,822 $4.46M 0.25% +491 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: 31,055 shares; 2024Q4: 34,920 shares; 2025Q1: 35,255 shares; 2025Q2: 33,844 shares; 2025Q3: 33,274 shares; 2025Q4: 33,224 shares; 2026Q1: 33,254 shares 33,254 $4.36M 0.25% +30 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: 21,400 shares; 2024Q4: 12,289 shares; 2025Q1: 21,682 shares; 2025Q2: 24,554 shares; 2025Q3: 22,238 shares; 2025Q4: 22,622 shares; 2026Q1: 29,771 shares 29,771 $4.35M 0.25% +7,149 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: 18,343 shares; 2024Q4: 18,140 shares; 2025Q1: 18,140 shares; 2025Q2: 20,558 shares; 2025Q3: 19,251 shares; 2025Q4: 35,185 shares; 2026Q1: 34,947 shares 34,947 $4.34M 0.25% -238 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.25% 0 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: 40,534 shares; 2024Q4: 39,775 shares; 2025Q1: 40,825 shares; 2025Q2: 40,511 shares; 2025Q3: 37,865 shares; 2025Q4: 36,931 shares; 2026Q1: 33,056 shares 33,056 $4.26M 0.24% -3,875 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: 43,212 shares; 2024Q4: 42,185 shares; 2025Q1: 42,294 shares; 2025Q2: 42,333 shares; 2025Q3: 43,796 shares; 2025Q4: 42,679 shares; 2026Q1: 43,523 shares 43,523 $4.25M 0.24% +844 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,072 shares; 2024Q4: 18,517 shares; 2025Q1: 18,736 shares; 2025Q2: 18,697 shares; 2025Q3: 18,697 shares; 2025Q4: 18,629 shares; 2026Q1: 20,581 shares 20,581 $4.04M 0.23% +1,952 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,501 shares; 2024Q4: 98,843 shares; 2025Q1: 94,233 shares; 2025Q2: 93,961 shares; 2025Q3: 93,965 shares; 2025Q4: 93,975 shares; 2026Q1: 96,216 shares 96,216 $3.9M 0.22% +2,241 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: 31,984 shares; 2024Q4: 29,419 shares; 2025Q1: 29,320 shares; 2025Q2: 21,161 shares; 2025Q3: 18,714 shares; 2025Q4: 24,759 shares; 2026Q1: 25,047 shares 25,047 $3.89M 0.22% +288 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: 8,937 shares; 2024Q4: 8,937 shares; 2025Q1: 8,937 shares; 2025Q2: 8,937 shares; 2025Q3: 8,937 shares; 2025Q4: 8,937 shares; 2026Q1: 8,937 shares 8,937 $3.88M 0.22% 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: 22,104 shares; 2024Q4: 21,085 shares; 2025Q1: 19,500 shares; 2025Q2: 19,536 shares; 2025Q3: 19,522 shares; 2025Q4: 19,489 shares; 2026Q1: 19,430 shares 19,430 $3.87M 0.22% -59 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: 11,057 shares; 2024Q4: 40,695 shares; 2025Q1: 61,534 shares; 2025Q2: 56,369 shares; 2025Q3: 58,663 shares; 2025Q4: 59,713 shares; 2026Q1: 62,468 shares 62,468 $3.86M 0.22% +2,755 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: 50,031 shares; 2024Q4: 49,356 shares; 2025Q1: 49,358 shares; 2025Q2: 49,358 shares; 2025Q3: 49,358 shares; 2025Q4: 49,560 shares; 2026Q1: 49,666 shares 49,666 $3.83M 0.22% +106 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: 22,074 shares; 2024Q4: 21,829 shares; 2025Q1: 21,808 shares; 2025Q2: 21,733 shares; 2025Q3: 21,733 shares; 2025Q4: 21,411 shares; 2026Q1: 19,516 shares 19,516 $3.81M 0.22% -1,895 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: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,834 shares; 2025Q2: 3,855 shares; 2025Q3: 3,845 shares; 2025Q4: 38,468 shares; 2026Q1: 39,507 shares 39,507 $3.8M 0.22% +1,039 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,209 shares; 2024Q4: 76,434 shares; 2025Q1: 81,664 shares; 2025Q2: 81,360 shares; 2025Q3: 79,259 shares; 2025Q4: 78,037 shares; 2026Q1: 68,140 shares 68,140 $3.76M 0.22% -9,897 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: 16,203 shares; 2024Q4: 16,194 shares; 2025Q1: 16,259 shares; 2025Q2: 15,949 shares; 2025Q3: 16,304 shares; 2025Q4: 16,150 shares; 2026Q1: 16,482 shares 16,482 $3.73M 0.21% +332 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: 35,406 shares; 2024Q4: 36,456 shares; 2025Q1: 34,951 shares; 2025Q2: 35,757 shares; 2025Q3: 41,352 shares; 2025Q4: 40,004 shares; 2026Q1: 39,438 shares 39,438 $3.66M 0.21% -566 Timeline SPGP 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: 109,820 shares; 2024Q4: 114,810 shares; 2025Q1: 119,466 shares; 2025Q2: 112,944 shares; 2025Q3: 47,028 shares; 2025Q4: 45,406 shares; 2026Q1: 33,116 shares 33,116 $3.56M 0.2% -12,290 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: 5,086 shares; 2024Q4: 5,077 shares; 2025Q1: 5,050 shares; 2025Q2: 5,561 shares; 2025Q3: 5,374 shares; 2025Q4: 5,853 shares; 2026Q1: 5,834 shares 5,834 $3.49M 0.2% -19 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: 28,435 shares; 2024Q4: 28,341 shares; 2025Q1: 28,604 shares; 2025Q2: 28,630 shares; 2025Q3: 26,917 shares; 2025Q4: 16,608 shares; 2026Q1: 16,618 shares 16,618 $3.23M 0.18% +10 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: 13,981 shares; 2024Q4: 13,998 shares; 2025Q1: 13,698 shares; 2025Q2: 13,696 shares; 2025Q3: 13,696 shares; 2025Q4: 13,627 shares; 2026Q1: 13,516 shares 13,516 $3.19M 0.18% -111 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: 17,603 shares; 2024Q4: 17,313 shares; 2025Q1: 17,963 shares; 2025Q2: 19,913 shares; 2025Q3: 19,913 shares; 2025Q4: 21,302 shares; 2026Q1: 20,942 shares 20,942 $3.06M 0.17% -360 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,580 shares; 2025Q4: 38,078 shares; 2026Q1: 74,913 shares 74,913 $3.05M 0.17% +36,835 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: 66,512 shares; 2024Q4: 64,558 shares; 2025Q1: 64,575 shares; 2025Q2: 63,046 shares; 2025Q3: 62,783 shares; 2025Q4: 63,300 shares; 2026Q1: 65,809 shares 65,809 $3.03M 0.17% +2,509 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: 11,185 shares; 2024Q4: 11,065 shares; 2025Q1: 10,865 shares; 2025Q2: 10,869 shares; 2025Q3: 10,784 shares; 2025Q4: 10,784 shares; 2026Q1: 10,519 shares 10,519 $3.02M 0.17% -265 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 4,943 shares; 2025Q1: 4,944 shares; 2025Q2: 5,928 shares; 2025Q3: 5,868 shares; 2025Q4: 5,874 shares; 2026Q1: 5,842 shares 5,842 $2.92M 0.17% -32 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: 20,963 shares; 2024Q4: 19,973 shares; 2025Q1: 19,171 shares; 2025Q2: 18,916 shares; 2025Q3: 20,425 shares; 2025Q4: 20,489 shares; 2026Q1: 19,550 shares 19,550 $2.87M 0.16% -939 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: 20,041 shares; 2024Q4: 20,536 shares; 2025Q1: 9,536 shares; 2025Q2: 9,548 shares; 2025Q3: 9,311 shares; 2025Q4: 9,340 shares; 2026Q1: 10,031 shares 10,031 $2.85M 0.16% +691 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: 2,771 shares; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,771 shares; 2026Q1: 2,541 shares 2,541 $2.77M 0.16% -230 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: 18,057 shares; 2024Q4: 18,157 shares; 2025Q1: 23,782 shares; 2025Q2: 32,061 shares; 2025Q3: 31,927 shares; 2025Q4: 29,805 shares; 2026Q1: 23,865 shares 23,865 $2.74M 0.16% -5,940 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: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 3,162 shares; 2025Q3: 3,137 shares; 2025Q4: 3,017 shares; 2026Q1: 3,017 shares 3,017 $2.7M 0.15% 0 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: 8,381 shares; 2024Q4: 8,331 shares; 2025Q1: 9,016 shares; 2025Q2: 8,826 shares; 2025Q3: 8,554 shares; 2025Q4: 8,597 shares; 2026Q1: 8,496 shares 8,496 $2.57M 0.15% -101 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: 8,473 shares; 2024Q4: 8,529 shares; 2025Q1: 8,477 shares; 2025Q2: 8,503 shares; 2025Q3: 10,470 shares; 2025Q4: 19,441 shares; 2026Q1: 19,249 shares 19,249 $2.56M 0.15% -192 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 9,936 shares; 2025Q1: 9,939 shares; 2025Q2: 9,694 shares; 2025Q3: 9,621 shares; 2025Q4: 9,673 shares; 2026Q1: 9,637 shares 9,637 $2.52M 0.14% -36 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: 15,783 shares; 2024Q4: 15,783 shares; 2025Q1: 15,783 shares; 2025Q2: 16,818 shares; 2025Q3: 16,598 shares; 2025Q4: 16,482 shares; 2026Q1: 15,784 shares 15,784 $2.52M 0.14% -698 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: 57,830 shares; 2024Q4: 49,280 shares; 2025Q1: 51,005 shares; 2025Q2: 51,005 shares; 2025Q3: 51,135 shares; 2025Q4: 51,335 shares; 2026Q1: 51,410 shares 51,410 $2.52M 0.14% +75 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,698 shares; 2025Q1: 2,617 shares; 2025Q2: 2,720 shares; 2025Q3: 4,380 shares; 2025Q4: 4,441 shares; 2026Q1: 5,400 shares 5,400 $2.32M 0.13% +959 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: 5,943 shares; 2024Q4: 6,069 shares; 2025Q1: 6,729 shares; 2025Q2: 6,749 shares; 2025Q3: 6,694 shares; 2025Q4: 6,645 shares; 2026Q1: 6,444 shares 6,444 $2.3M 0.13% -201 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: 26,944 shares; 2024Q4: 26,376 shares; 2025Q1: 24,911 shares; 2025Q2: 24,492 shares; 2025Q3: 24,009 shares; 2025Q4: 23,623 shares; 2026Q1: 23,280 shares 23,280 $2.24M 0.13% -343 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: 10,949 shares; 2024Q4: 10,962 shares; 2025Q1: 10,327 shares; 2025Q2: 10,331 shares; 2025Q3: 10,331 shares; 2025Q4: 10,927 shares; 2026Q1: 11,014 shares 11,014 $2.24M 0.13% +87 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: 6,018 shares; 2024Q4: 6,045 shares; 2025Q1: 6,063 shares; 2025Q2: 6,118 shares; 2025Q3: 6,072 shares; 2025Q4: 6,234 shares; 2026Q1: 6,523 shares 6,523 $2.2M 0.13% +289 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,080 shares; 2025Q2: 15,030 shares; 2025Q3: 14,389 shares; 2025Q4: 14,462 shares; 2026Q1: 14,661 shares 14,661 $2.2M 0.13% +199 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: 5,002 shares; 2024Q4: 5,002 shares; 2025Q1: 2,005 shares; 2025Q2: 2,139 shares; 2025Q3: 2,180 shares; 2025Q4: 2,297 shares; 2026Q1: 2,456 shares 2,456 $2.14M 0.12% +159 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 11,862 shares; 2025Q1: 11,862 shares; 2025Q2: 11,588 shares; 2025Q3: 11,588 shares; 2025Q4: 11,548 shares; 2026Q1: 11,548 shares 11,548 $2.09M 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,479 shares; 2024Q4: 43,953 shares; 2025Q1: 45,714 shares; 2025Q2: 45,298 shares; 2025Q3: 42,150 shares; 2025Q4: 40,678 shares; 2026Q1: 41,186 shares 41,186 $2.07M 0.12% +508 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 814 shares; 2025Q1: 854 shares; 2025Q2: 1,095 shares; 2025Q3: 1,624 shares; 2025Q4: 4,280 shares; 2026Q1: 4,281 shares 4,281 $2.03M 0.12% +1 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: 11,674 shares; 2024Q4: 11,627 shares; 2025Q1: 11,640 shares; 2025Q2: 11,664 shares; 2025Q3: 11,600 shares; 2025Q4: 11,837 shares; 2026Q1: 12,332 shares 12,332 $2.03M 0.12% +495 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,243 shares; 2024Q4: 22,591 shares; 2025Q1: 22,640 shares; 2025Q2: 30,208 shares; 2025Q3: 37,211 shares; 2025Q4: 41,542 shares; 2026Q1: 44,873 shares 44,873 $2.01M 0.12% +3,331 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,151 shares; 2026Q1: 40,151 shares 40,151 $2.01M 0.11% 0 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: 15,902 shares; 2024Q4: 15,852 shares; 2025Q1: 15,852 shares; 2025Q2: 16,787 shares; 2025Q3: 16,787 shares; 2025Q4: 16,787 shares; 2026Q1: 16,832 shares 16,832 $2M 0.11% +45 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: not reported; 2024Q4: 647 shares; 2025Q1: 697 shares; 2025Q2: 1,484 shares; 2025Q3: 1,114 shares; 2025Q4: 1,415 shares; 2026Q1: 4,860 shares 4,860 $1.9M 0.11% +3,445 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,068 shares; 2025Q3: 7,047 shares; 2025Q4: 7,032 shares; 2026Q1: 6,588 shares 6,588 $1.79M 0.1% -444 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: 38,262 shares; 2024Q4: 38,292 shares; 2025Q1: 36,869 shares; 2025Q2: 31,619 shares; 2025Q3: 33,684 shares; 2025Q4: 34,718 shares; 2026Q1: 34,218 shares 34,218 $1.78M 0.1% -500 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: 2,752 shares; 2024Q4: 2,941 shares; 2025Q1: 3,485 shares; 2025Q2: 4,861 shares; 2025Q3: 4,986 shares; 2025Q4: 5,302 shares; 2026Q1: 5,726 shares 5,726 $1.77M 0.1% +424 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 12,615 shares; 2026Q1: 22,675 shares 22,675 $1.76M 0.1% +10,060 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,423 shares; 2024Q4: 14,432 shares; 2025Q1: 6,242 shares; 2025Q2: 6,251 shares; 2025Q3: 6,265 shares; 2025Q4: 6,272 shares; 2026Q1: 6,284 shares 6,284 $1.68M 0.1% +12 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: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,237 shares; 2025Q2: 3,713 shares; 2025Q3: 3,558 shares; 2025Q4: 3,571 shares; 2026Q1: 3,355 shares 3,355 $1.65M 0.09% -216 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,459 shares; 2024Q4: 16,459 shares; 2025Q1: 17,209 shares; 2025Q2: 18,557 shares; 2025Q3: 20,769 shares; 2025Q4: 18,567 shares; 2026Q1: 18,644 shares 18,644 $1.64M 0.09% +77 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: 2,226 shares; 2024Q4: 2,126 shares; 2025Q1: 2,086 shares; 2025Q2: 2,068 shares; 2025Q3: 1,978 shares; 2025Q4: 11,724 shares; 2026Q1: 15,593 shares 15,593 $1.63M 0.09% +3,869 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,262 shares; 2025Q1: 3,722 shares; 2025Q2: 3,736 shares; 2025Q3: 3,726 shares; 2025Q4: 3,751 shares; 2026Q1: 3,501 shares 3,501 $1.61M 0.09% -250 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: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 6,104 shares; 2026Q1: 6,144 shares 6,144 $1.6M 0.09% +40 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 15,570 shares; 2025Q1: 15,570 shares; 2025Q2: 17,830 shares; 2025Q3: 17,645 shares; 2025Q4: 16,645 shares; 2026Q1: 16,645 shares 16,645 $1.57M 0.09% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,115 shares; 2024Q4: 277,448 shares; 2025Q1: 285,183 shares; 2025Q2: 10,285 shares; 2025Q3: 13,243 shares; 2025Q4: 12,833 shares; 2026Q1: 12,565 shares 12,565 $1.56M 0.09% -268 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 8,089 shares; 2025Q1: 9,651 shares; 2025Q2: 11,823 shares; 2025Q3: 14,777 shares; 2025Q4: 23,179 shares; 2026Q1: 25,343 shares 25,343 $1.5M 0.09% +2,164 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: 23,770 shares; 2024Q4: 22,096 shares; 2025Q1: 21,793 shares; 2025Q2: 21,836 shares; 2025Q3: 21,769 shares; 2025Q4: 20,712 shares; 2026Q1: 20,713 shares 20,713 $1.49M 0.09% +1 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: 1,789 shares; 2024Q4: 1,899 shares; 2025Q1: 2,004 shares; 2025Q2: 2,263 shares; 2025Q3: 2,282 shares; 2025Q4: 2,257 shares; 2026Q1: 2,172 shares 2,172 $1.48M 0.08% -85 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,340 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: 6,053 shares; 2025Q3: 5,996 shares; 2025Q4: 6,053 shares; 2026Q1: 6,004 shares 6,004 $1.46M 0.08% -49 Timeline PRF 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: 30,570 shares; 2024Q4: 30,570 shares; 2025Q1: 30,570 shares; 2025Q2: 30,570 shares; 2025Q3: 30,570 shares; 2025Q4: 30,570 shares; 2026Q1: 30,570 shares 30,570 $1.45M 0.08% 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: 25,421 shares; 2024Q4: 25,421 shares; 2025Q1: 25,389 shares; 2025Q2: 25,199 shares; 2025Q3: 25,377 shares; 2025Q4: 25,464 shares; 2026Q1: 25,364 shares 25,364 $1.43M 0.08% -100 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $1.41M 0.08% 0 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: 10,338 shares; 2024Q4: 10,243 shares; 2025Q1: 9,857 shares; 2025Q2: 9,852 shares; 2025Q3: 8,713 shares; 2025Q4: 8,719 shares; 2026Q1: 8,688 shares 8,688 $1.41M 0.08% -31 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: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 2,080 shares; 2026Q1: 2,113 shares 2,113 $1.38M 0.08% +33 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 73,093 shares 73,093 $1.37M 0.08% new 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: 7,285 shares; 2024Q4: 3,153 shares; 2025Q1: 2,414 shares; 2025Q2: 4,285 shares; 2025Q3: 6,160 shares; 2025Q4: 6,161 shares; 2026Q1: 6,694 shares 6,694 $1.36M 0.08% +533 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 9,364 shares; 2025Q1: 8,911 shares; 2025Q2: 8,911 shares; 2025Q3: 8,911 shares; 2025Q4: 9,054 shares; 2026Q1: 9,272 shares 9,272 $1.28M 0.07% +218 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: 17,711 shares; 2024Q4: 17,714 shares; 2025Q1: 17,718 shares; 2025Q2: 17,798 shares; 2025Q3: 17,723 shares; 2025Q4: 17,584 shares; 2026Q1: 18,216 shares 18,216 $1.26M 0.07% +632 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: 2,661 shares; 2024Q4: 2,661 shares; 2025Q1: 2,661 shares; 2025Q2: 3,138 shares; 2025Q3: 5,583 shares; 2025Q4: 6,129 shares; 2026Q1: 6,082 shares 6,082 $1.26M 0.07% -47 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,103 shares; 2024Q4: 136,030 shares; 2025Q1: 85,493 shares; 2025Q2: 103,347 shares; 2025Q3: not reported; 2025Q4: 16,932 shares; 2026Q1: 24,577 shares 24,577 $1.24M 0.07% +7,645 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: 15,680 shares; 2024Q4: 15,680 shares; 2025Q1: 14,680 shares; 2025Q2: 14,720 shares; 2025Q3: 14,720 shares; 2025Q4: 14,758 shares; 2026Q1: 15,026 shares 15,026 $1.2M 0.07% +268 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: 32,913 shares; 2024Q4: 29,641 shares; 2025Q1: 29,530 shares; 2025Q2: 32,035 shares; 2025Q3: 34,254 shares; 2025Q4: 36,639 shares; 2026Q1: 40,890 shares 40,890 $1.19M 0.07% +4,251 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: not reported; 2025Q2: 4,591 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares; 2026Q1: 4,591 shares 4,591 $1.18M 0.07% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,488 shares; 2025Q1: 3,488 shares; 2025Q2: 3,487 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,501 shares 3,501 $1.14M 0.07% +18 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: 14,913 shares; 2024Q4: 15,093 shares; 2025Q1: 15,093 shares; 2025Q2: 15,093 shares; 2025Q3: 15,093 shares; 2025Q4: 16,593 shares; 2026Q1: 16,593 shares 16,593 $1.12M 0.06% 0 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: 9,383 shares; 2024Q4: 9,243 shares; 2025Q1: 9,566 shares; 2025Q2: 9,566 shares; 2025Q3: 9,432 shares; 2025Q4: 9,266 shares; 2026Q1: 9,266 shares 9,266 $1.12M 0.06% 0 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: 2,070 shares; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,234 shares; 2026Q1: 2,594 shares 2,594 $1.11M 0.06% +360 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,990 shares; 2024Q4: 24,795 shares; 2025Q1: 24,795 shares; 2025Q2: 24,795 shares; 2025Q3: 24,795 shares; 2025Q4: 21,045 shares; 2026Q1: 21,045 shares 21,045 $1.11M 0.06% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 10,346 shares; 2025Q1: 10,346 shares; 2025Q2: 8,346 shares; 2025Q3: 8,346 shares; 2025Q4: 8,346 shares; 2026Q1: 8,346 shares 8,346 $1.09M 0.06% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,739 shares; 2024Q4: 11,739 shares; 2025Q1: 11,739 shares; 2025Q2: 10,774 shares; 2025Q3: 10,921 shares; 2025Q4: 10,921 shares; 2026Q1: 9,455 shares 9,455 $1.04M 0.06% -1,466 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,836 shares; 2024Q4: 14,836 shares; 2025Q1: 14,836 shares; 2025Q2: 14,837 shares; 2025Q3: 14,838 shares; 2025Q4: 14,139 shares; 2026Q1: 14,140 shares 14,140 $1.03M 0.06% +1 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: 9,224 shares; 2024Q4: 9,209 shares; 2025Q1: 9,259 shares; 2025Q2: 9,641 shares; 2025Q3: 9,635 shares; 2025Q4: 9,441 shares; 2026Q1: 5,493 shares 5,493 $1.03M 0.06% -3,948 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,239 shares; 2024Q4: 11,404 shares; 2025Q1: 10,494 shares; 2025Q2: 10,294 shares; 2025Q3: 10,294 shares; 2025Q4: 10,363 shares; 2026Q1: 10,363 shares 10,363 $1M 0.06% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 11,968 shares; 2025Q1: 11,968 shares; 2025Q2: 11,974 shares; 2025Q3: 11,974 shares; 2025Q4: 11,872 shares; 2026Q1: 11,872 shares 11,872 $994K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,438 shares; 2024Q4: 13,437 shares; 2025Q1: 13,990 shares; 2025Q2: 14,105 shares; 2025Q3: 14,258 shares; 2025Q4: 14,269 shares; 2026Q1: 14,730 shares 14,730 $972K 0.06% +461 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: 9,342 shares; 2024Q4: 9,357 shares; 2025Q1: 9,246 shares; 2025Q2: 8,142 shares; 2025Q3: 7,919 shares; 2025Q4: 15,479 shares; 2026Q1: 15,479 shares 15,479 $948K 0.05% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 25,225 shares; 2025Q3: 24,546 shares; 2025Q4: 24,516 shares; 2026Q1: 24,516 shares 24,516 $932K 0.05% 0 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 30,827 shares; 2025Q4: 32,090 shares; 2026Q1: 30,360 shares 30,360 $926K 0.05% -1,730 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,564 shares; 2025Q1: 2,876 shares; 2025Q2: 3,199 shares; 2025Q3: 2,899 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares 2,806 $922K 0.05% 0 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: 2,451 shares; 2024Q4: 3,076 shares; 2025Q1: 3,796 shares; 2025Q2: 2,406 shares; 2025Q3: 2,072 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares 2,590 $885K 0.05% 0 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: 8,182 shares; 2024Q4: 8,212 shares; 2025Q1: 7,942 shares; 2025Q2: 7,856 shares; 2025Q3: 8,354 shares; 2025Q4: 8,495 shares; 2026Q1: 8,382 shares 8,382 $861K 0.05% -113 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,262 shares; 2024Q4: 38,262 shares; 2025Q1: 38,262 shares; 2025Q2: 38,262 shares; 2025Q3: 38,262 shares; 2025Q4: 38,262 shares; 2026Q1: 38,262 shares 38,262 $851K 0.05% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,401 shares; 2025Q1: 5,401 shares; 2025Q2: 5,176 shares; 2025Q3: 5,000 shares; 2025Q4: 4,988 shares; 2026Q1: 4,477 shares 4,477 $849K 0.05% -511 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 4,464 shares; 2025Q1: 4,492 shares; 2025Q2: 4,499 shares; 2025Q3: 3,650 shares; 2025Q4: 2,942 shares; 2026Q1: 4,377 shares 4,377 $840K 0.05% +1,435 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,646 shares; 2024Q4: 42,646 shares; 2025Q1: 38,646 shares; 2025Q2: 38,646 shares; 2025Q3: 38,646 shares; 2025Q4: 42,396 shares; 2026Q1: 41,096 shares 41,096 $836K 0.05% -1,300 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,546 shares; 2025Q3: 1,682 shares; 2025Q4: 1,673 shares; 2026Q1: 1,686 shares 1,686 $836K 0.05% +13 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,047 shares; 2025Q2: 6,887 shares; 2025Q3: 6,887 shares; 2025Q4: 6,887 shares; 2026Q1: 6,887 shares 6,887 $835K 0.05% 0 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: 11,062 shares; 2024Q4: 10,861 shares; 2025Q1: 10,861 shares; 2025Q2: 10,376 shares; 2025Q3: 9,186 shares; 2025Q4: 9,338 shares; 2026Q1: 9,244 shares 9,244 $828K 0.05% -94 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,402 shares; 2024Q4: 11,277 shares; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 11,151 shares; 2025Q4: 11,158 shares; 2026Q1: 10,678 shares 10,678 $823K 0.05% -480 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: 9,137 shares; 2024Q4: 9,137 shares; 2025Q1: 9,947 shares; 2025Q2: 9,125 shares; 2025Q3: 9,125 shares; 2025Q4: 9,025 shares; 2026Q1: 9,025 shares 9,025 $814K 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 5,705 shares; 2025Q1: 5,160 shares; 2025Q2: 5,081 shares; 2025Q3: 4,781 shares; 2025Q4: 4,781 shares; 2026Q1: 4,781 shares 4,781 $807K 0.05% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 9,258 shares; 2025Q1: 14,518 shares; 2025Q2: 14,666 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares; 2026Q1: 14,899 shares 14,899 $807K 0.05% -31 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: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 5,940 shares; 2025Q2: 6,913 shares; 2025Q3: 6,716 shares; 2025Q4: 6,706 shares; 2026Q1: 6,706 shares 6,706 $793K 0.05% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: 622 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 657 shares 657 $783K 0.04% +10 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: 2,243 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,205 shares; 2025Q3: 2,366 shares; 2025Q4: 2,376 shares; 2026Q1: 2,347 shares 2,347 $771K 0.04% -29 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: 14,543 shares; 2024Q4: 14,595 shares; 2025Q1: 13,994 shares; 2025Q2: 13,180 shares; 2025Q3: 11,885 shares; 2025Q4: 12,485 shares; 2026Q1: 12,485 shares 12,485 $757K 0.04% 0 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: 2,200 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,586 shares; 2025Q3: 2,556 shares; 2025Q4: 2,556 shares; 2026Q1: 2,556 shares 2,556 $755K 0.04% 0 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: 89,297 shares; 2024Q4: 22,278 shares; 2025Q1: 15,793 shares; 2025Q2: 14,305 shares; 2025Q3: 14,180 shares; 2025Q4: 16,930 shares; 2026Q1: 17,096 shares 17,096 $754K 0.04% +166 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,436 shares; 2024Q4: 23,333 shares; 2025Q1: 26,118 shares; 2025Q2: 5,157 shares; 2025Q3: 4,790 shares; 2025Q4: 4,789 shares; 2026Q1: 5,208 shares 5,208 $754K 0.04% +419 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: 10,853 shares; 2024Q4: 10,853 shares; 2025Q1: 10,853 shares; 2025Q2: 11,145 shares; 2025Q3: 10,868 shares; 2025Q4: 10,661 shares; 2026Q1: 10,668 shares 10,668 $749K 0.04% +7 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: 2,554 shares; 2024Q4: 2,553 shares; 2025Q1: 2,473 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,499 shares; 2026Q1: 2,555 shares 2,555 $748K 0.04% +56 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,847 shares; 2025Q3: 4,822 shares; 2025Q4: 4,800 shares; 2026Q1: 4,772 shares 4,772 $729K 0.04% -28 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,584 shares; 2025Q3: 2,484 shares; 2025Q4: 2,462 shares; 2026Q1: 2,448 shares 2,448 $711K 0.04% -14 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,865 shares; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,654 shares; 2025Q4: 8,000 shares; 2026Q1: 7,640 shares 7,640 $710K 0.04% -360 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares 4,905 $703K 0.04% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,277 shares; 2025Q1: 7,277 shares; 2025Q2: 7,277 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 7,176 shares 7,176 $703K 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,466 shares; 2025Q3: 2,466 shares; 2025Q4: 2,766 shares; 2026Q1: 2,826 shares 2,826 $701K 0.04% +60 Timeline VDC 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: 3,028 shares; 2024Q4: 3,028 shares; 2025Q1: 3,028 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,000 shares; 2026Q1: 3,089 shares 3,089 $694K 0.04% +89 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,273 shares; 2026Q1: 9,917 shares 9,917 $687K 0.04% +6,644 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: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,342 shares; 2025Q3: 1,337 shares; 2025Q4: 1,354 shares; 2026Q1: 1,213 shares 1,213 $683K 0.04% -141 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: 2,169 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,167 shares; 2026Q1: 2,133 shares 2,133 $678K 0.04% -34 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 5,731 shares; 2025Q1: 5,464 shares; 2025Q2: 5,465 shares; 2025Q3: 5,290 shares; 2025Q4: 5,290 shares; 2026Q1: 3,904 shares 3,904 $676K 0.04% -1,386 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 969 shares; 2025Q3: 967 shares; 2025Q4: 4,763 shares; 2026Q1: 5,193 shares 5,193 $648K 0.04% +430 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: 7,239 shares; 2024Q4: 7,292 shares; 2025Q1: 7,293 shares; 2025Q2: 8,188 shares; 2025Q3: 7,737 shares; 2025Q4: 7,788 shares; 2026Q1: 7,579 shares 7,579 $646K 0.04% -209 Timeline R RYDER SYS INC More: the full row for RYDER 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: 3,109 shares; 2026Q1: 3,109 shares 3,109 $636K 0.04% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,167 shares; 2024Q4: 17,979 shares; 2025Q1: 16,355 shares; 2025Q2: 16,374 shares; 2025Q3: 20,396 shares; 2025Q4: 24,040 shares; 2026Q1: 31,493 shares 31,493 $629K 0.04% +7,453 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: 15,401 shares; 2024Q4: 14,009 shares; 2025Q1: 12,761 shares; 2025Q2: 13,635 shares; 2025Q3: 13,717 shares; 2025Q4: 13,190 shares; 2026Q1: 12,674 shares 12,674 $626K 0.04% -516 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: 6,014 shares; 2024Q4: 6,462 shares; 2025Q1: 5,924 shares; 2025Q2: 5,924 shares; 2025Q3: 5,717 shares; 2025Q4: 5,459 shares; 2026Q1: 5,463 shares 5,463 $618K 0.04% +4 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,302 shares; 2025Q1: 3,155 shares; 2025Q2: 4,568 shares; 2025Q3: 4,572 shares; 2025Q4: 4,576 shares; 2026Q1: 4,662 shares 4,662 $616K 0.04% +86 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: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 8,153 shares; 2025Q3: 8,153 shares; 2025Q4: 8,154 shares; 2026Q1: 8,155 shares 8,155 $608K 0.03% +1 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: not reported; 2025Q4: not reported; 2026Q1: 7,091 shares 7,091 $602K 0.03% new 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: 5,319 shares; 2024Q4: 5,319 shares; 2025Q1: 5,319 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares; 2025Q4: 5,319 shares; 2026Q1: 5,319 shares 5,319 $602K 0.03% 0 Timeline IWS 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: 5,155 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares 4,110 $599K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,670 shares; 2024Q4: 4,670 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,670 shares; 2026Q1: 4,670 shares 4,670 $598K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,646 shares; 2024Q4: 9,211 shares; 2025Q1: 11,136 shares; 2025Q2: 10,492 shares; 2025Q3: 11,307 shares; 2025Q4: 11,361 shares; 2026Q1: 15,674 shares 15,674 $593K 0.03% +4,313 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 3,212 shares; 2025Q4: 3,212 shares; 2026Q1: 3,212 shares 3,212 $592K 0.03% 0 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: 5,627 shares; 2024Q4: 5,777 shares; 2025Q1: 5,777 shares; 2025Q2: 5,890 shares; 2025Q3: 5,984 shares; 2025Q4: 6,266 shares; 2026Q1: 6,266 shares 6,266 $589K 0.03% 0 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: 5,375 shares; 2024Q4: 5,374 shares; 2025Q1: 9,845 shares; 2025Q2: 9,881 shares; 2025Q3: 9,881 shares; 2025Q4: 9,881 shares; 2026Q1: 9,478 shares 9,478 $580K 0.03% -403 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: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares; 2026Q1: 2,689 shares 2,689 $562K 0.03% 0 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: 3,654 shares; 2024Q4: 2,518 shares; 2025Q1: 2,493 shares; 2025Q2: 2,565 shares; 2025Q3: 1,664 shares; 2025Q4: 1,928 shares; 2026Q1: 2,301 shares 2,301 $559K 0.03% +373 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,501 shares; 2024Q4: 54,363 shares; 2025Q1: 22,720 shares; 2025Q2: 14,889 shares; 2025Q3: 15,048 shares; 2025Q4: 12,982 shares; 2026Q1: 12,982 shares 12,982 $541K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,188 shares; 2025Q2: 1,297 shares; 2025Q3: 1,285 shares; 2025Q4: 1,264 shares; 2026Q1: 1,268 shares 1,268 $540K 0.03% +4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,219 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares 3,259 $535K 0.03% 0 Timeline PDP 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: 4,395 shares; 2024Q4: 4,395 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares 4,395 $531K 0.03% 0 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: 6,470 shares; 2024Q4: 6,595 shares; 2025Q1: 6,580 shares; 2025Q2: 5,671 shares; 2025Q3: 5,444 shares; 2025Q4: 5,491 shares; 2026Q1: 5,391 shares 5,391 $530K 0.03% -100 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,339 shares; 2025Q1: 5,339 shares; 2025Q2: 5,340 shares; 2025Q3: 5,140 shares; 2025Q4: 4,903 shares; 2026Q1: 4,903 shares 4,903 $520K 0.03% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,618 shares; 2025Q2: 7,630 shares; 2025Q3: 13,064 shares; 2025Q4: 12,258 shares; 2026Q1: 10,302 shares 10,302 $519K 0.03% -1,956 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: 1,210 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,379 shares; 2025Q3: 1,386 shares; 2025Q4: 1,417 shares; 2026Q1: 1,197 shares 1,197 $517K 0.03% -220 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,386 shares 6,386 $517K 0.03% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,600 shares; 2025Q2: 28,400 shares; 2025Q3: 28,400 shares; 2025Q4: 28,400 shares; 2026Q1: 28,400 shares 28,400 $504K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 5,000 shares; 2025Q3: 5,100 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $504K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 10,641 shares; 2025Q1: 10,841 shares; 2025Q2: 10,842 shares; 2025Q3: 9,544 shares; 2025Q4: 9,561 shares; 2026Q1: 8,722 shares 8,722 $503K 0.03% -839 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,088 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,340 shares 1,340 $492K 0.03% +2 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,514 shares 3,514 $491K 0.03% +9 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,734 shares; 2024Q4: 2,554 shares; 2025Q1: 2,494 shares; 2025Q2: 2,399 shares; 2025Q3: 2,509 shares; 2025Q4: 2,545 shares; 2026Q1: 4,684 shares 4,684 $485K 0.03% +2,139 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: 10,777 shares; 2024Q4: 12,177 shares; 2025Q1: 7,486 shares; 2025Q2: 7,486 shares; 2025Q3: 7,486 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares 6,646 $483K 0.03% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $482K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 4,162 shares; 2025Q1: 2,937 shares; 2025Q2: 3,117 shares; 2025Q3: 2,857 shares; 2025Q4: 2,782 shares; 2026Q1: 2,757 shares 2,757 $476K 0.03% -25 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,587 shares; 2026Q1: 12,380 shares 12,380 $476K 0.03% +1,793 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,330 shares; 2025Q2: 4,956 shares; 2025Q3: 4,961 shares; 2025Q4: 3,333 shares; 2026Q1: 3,336 shares 3,336 $475K 0.03% +3 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,200 shares; 2025Q3: 7,596 shares; 2025Q4: 10,118 shares; 2026Q1: 10,440 shares 10,440 $467K 0.03% +322 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,032 shares; 2025Q3: 5,030 shares; 2025Q4: 5,030 shares; 2026Q1: 5,030 shares 5,030 $465K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,362 shares; 2026Q1: 8,015 shares 8,015 $457K 0.03% -347 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 4,502 shares; 2025Q1: 6,654 shares; 2025Q2: 7,595 shares; 2025Q3: 13,135 shares; 2025Q4: 11,721 shares; 2026Q1: 12,365 shares 12,365 $454K 0.03% +644 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,195 shares; 2025Q1: 6,655 shares; 2025Q2: 7,049 shares; 2025Q3: 7,349 shares; 2025Q4: 9,006 shares; 2026Q1: 6,299 shares 6,299 $453K 0.03% -2,707 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 12,141 shares; 2025Q1: 12,141 shares; 2025Q2: 12,141 shares; 2025Q3: 12,141 shares; 2025Q4: 12,141 shares; 2026Q1: 11,541 shares 11,541 $452K 0.03% -600 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares; 2026Q1: 9,450 shares 9,450 $451K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 15,477 shares; 2025Q1: 15,477 shares; 2025Q2: 15,477 shares; 2025Q3: 15,477 shares; 2025Q4: 15,477 shares; 2026Q1: 15,477 shares 15,477 $450K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,327 shares 1,327 $448K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,507 shares; 2024Q4: 51,233 shares; 2025Q1: 51,229 shares; 2025Q2: 29,798 shares; 2025Q3: 15,183 shares; 2025Q4: 11,788 shares; 2026Q1: 11,788 shares 11,788 $439K 0.03% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 6,033 shares; 2025Q1: 5,229 shares; 2025Q2: 2,837 shares; 2025Q3: 2,837 shares; 2025Q4: 3,665 shares; 2026Q1: 3,665 shares 3,665 $435K 0.02% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,515 shares; 2025Q2: 20,665 shares; 2025Q3: 20,665 shares; 2025Q4: 9,315 shares; 2026Q1: 9,527 shares 9,527 $434K 0.02% +212 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares 1,736 $432K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 786 shares; 2025Q3: 785 shares; 2025Q4: 787 shares; 2026Q1: 785 shares 785 $431K 0.02% -2 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 6,167 shares; 2025Q2: 6,167 shares; 2025Q3: 6,167 shares; 2025Q4: 6,167 shares; 2026Q1: 6,167 shares 6,167 $428K 0.02% 0 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: 14,113 shares; 2024Q4: 12,498 shares; 2025Q1: 9,878 shares; 2025Q2: 10,166 shares; 2025Q3: 11,518 shares; 2025Q4: 11,517 shares; 2026Q1: 12,693 shares 12,693 $426K 0.02% +1,176 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,595 shares; 2025Q4: 2,598 shares; 2026Q1: 2,595 shares 2,595 $425K 0.02% -3 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,442 shares; 2024Q4: 7,514 shares; 2025Q1: 7,079 shares; 2025Q2: 6,363 shares; 2025Q3: 5,989 shares; 2025Q4: 5,989 shares; 2026Q1: 5,964 shares 5,964 $424K 0.02% -25 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,154 shares; 2025Q1: 5,154 shares; 2025Q2: 4,554 shares; 2025Q3: 4,554 shares; 2025Q4: 4,555 shares; 2026Q1: 4,555 shares 4,555 $423K 0.02% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,513 shares; 2025Q1: 11,267 shares; 2025Q2: 10,615 shares; 2025Q3: 10,382 shares; 2025Q4: 10,147 shares; 2026Q1: 9,100 shares 9,100 $422K 0.02% -1,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 999 shares; 2025Q4: 1,006 shares; 2026Q1: 1,000 shares 1,000 $417K 0.02% -6 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $416K 0.02% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,392 shares; 2024Q4: 11,775 shares; 2025Q1: 10,965 shares; 2025Q2: 6,173 shares; 2025Q3: 6,173 shares; 2025Q4: 6,173 shares; 2026Q1: 6,148 shares 6,148 $416K 0.02% -25 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: 3,280 shares; 2026Q1: 3,280 shares 3,280 $414K 0.02% 0 Timeline SMOT 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: 775,959 shares; 2024Q4: 780,194 shares; 2025Q1: 806,266 shares; 2025Q2: 12,208 shares; 2025Q3: 12,208 shares; 2025Q4: 11,904 shares; 2026Q1: 11,620 shares 11,620 $409K 0.02% -284 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,294 shares; 2025Q1: 4,486 shares; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 4,489 shares; 2026Q1: 4,489 shares 4,489 $408K 0.02% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares 2,458 $402K 0.02% 0 Timeline VBK 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: 2,511 shares; 2024Q4: 2,441 shares; 2025Q1: 2,411 shares; 2025Q2: 1,321 shares; 2025Q3: 1,321 shares; 2025Q4: 1,321 shares; 2026Q1: 1,321 shares 1,321 $399K 0.02% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,958 shares 8,958 $399K 0.02% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $395K 0.02% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,524 shares; 2026Q1: 3,424 shares 3,424 $395K 0.02% -100 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 255 shares; 2025Q2: 254 shares; 2025Q3: 255 shares; 2025Q4: 265 shares; 2026Q1: 228 shares 228 $394K 0.02% -37 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,400 shares 1,400 $393K 0.02% -200 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,308 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares; 2026Q1: 1,310 shares 1,310 $391K 0.02% +1 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares 1,869 $389K 0.02% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,534 shares; 2024Q4: 11,534 shares; 2025Q1: 11,534 shares; 2025Q2: 11,534 shares; 2025Q3: 11,494 shares; 2025Q4: 11,494 shares; 2026Q1: 11,494 shares 11,494 $385K 0.02% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,380 shares; 2024Q4: 10,380 shares; 2025Q1: 10,380 shares; 2025Q2: 10,380 shares; 2025Q3: 10,380 shares; 2025Q4: 10,380 shares; 2026Q1: 10,380 shares 10,380 $384K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares; 2025Q4: 1,455 shares; 2026Q1: 1,614 shares 1,614 $384K 0.02% +159 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,450 shares; 2024Q4: 7,349 shares; 2025Q1: 7,146 shares; 2025Q2: 6,647 shares; 2025Q3: 6,647 shares; 2025Q4: 5,757 shares; 2026Q1: 5,797 shares 5,797 $378K 0.02% +40 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: 4,347 shares; 2024Q4: 4,487 shares; 2025Q1: 4,487 shares; 2025Q2: 4,487 shares; 2025Q3: 4,487 shares; 2025Q4: 4,523 shares; 2026Q1: 4,662 shares 4,662 $370K 0.02% +139 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,260 shares; 2026Q1: 7,260 shares 7,260 $369K 0.02% 0 Timeline ESGV 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: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,154 shares; 2026Q1: 3,154 shares 3,154 $354K 0.02% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 24,475 shares 24,475 $353K 0.02% new Timeline MCHPP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,230 shares; 2025Q3: 6,230 shares; 2025Q4: 6,230 shares; 2026Q1: 6,185 shares 6,185 $352K 0.02% -45 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: 3,176 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 2,916 shares; 2025Q3: 4,282 shares; 2025Q4: 4,880 shares; 2026Q1: 4,980 shares 4,980 $352K 0.02% +100 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 6,754 shares; 2025Q3: 7,555 shares; 2025Q4: 7,549 shares; 2026Q1: 7,554 shares 7,554 $350K 0.02% +5 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 7,131 shares; 2025Q3: 7,131 shares; 2025Q4: 7,131 shares; 2026Q1: 7,131 shares 7,131 $345K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 13,152 shares; 2025Q4: 13,152 shares; 2026Q1: 13,152 shares 13,152 $343K 0.02% 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,524 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares 2,344 $339K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,516 shares; 2025Q3: 2,510 shares; 2025Q4: 2,519 shares; 2026Q1: 2,419 shares 2,419 $337K 0.02% -100 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: 4,702 shares; 2024Q4: 4,702 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares 4,630 $336K 0.02% 0 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: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,895 shares; 2025Q3: 2,895 shares; 2025Q4: 2,895 shares; 2026Q1: 2,895 shares 2,895 $335K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 5,435 shares; 2026Q1: 5,435 shares 5,435 $335K 0.02% 0 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: 1,674 shares; 2024Q4: 1,806 shares; 2025Q1: 1,788 shares; 2025Q2: 1,780 shares; 2025Q3: 1,759 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares 1,728 $331K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,265 shares; 2024Q4: 19,385 shares; 2025Q1: 19,385 shares; 2025Q2: 19,385 shares; 2025Q3: 19,385 shares; 2025Q4: 19,385 shares; 2026Q1: 22,235 shares 22,235 $328K 0.02% +2,850 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: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $327K 0.02% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 18,920 shares; 2025Q1: 18,920 shares; 2025Q2: 16,882 shares; 2025Q3: 16,882 shares; 2025Q4: 16,882 shares; 2026Q1: 16,882 shares 16,882 $325K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,141 shares 2,141 $323K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,160 shares; 2025Q2: 15,160 shares; 2025Q3: 14,177 shares; 2025Q4: 14,157 shares; 2026Q1: 10,560 shares 10,560 $320K 0.02% -3,597 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: 7,052 shares; 2024Q4: 7,062 shares; 2025Q1: 6,916 shares; 2025Q2: 7,106 shares; 2025Q3: 7,096 shares; 2025Q4: 7,050 shares; 2026Q1: 6,850 shares 6,850 $314K 0.02% -200 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,416 shares; 2025Q3: 3,416 shares; 2025Q4: 3,416 shares; 2026Q1: 3,416 shares 3,416 $313K 0.02% 0 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: 7,266 shares; 2024Q4: 5,922 shares; 2025Q1: 5,808 shares; 2025Q2: 7,313 shares; 2025Q3: 7,368 shares; 2025Q4: 7,369 shares; 2026Q1: 4,280 shares 4,280 $312K 0.02% -3,089 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 2,837 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares; 2026Q1: 2,452 shares 2,452 $311K 0.02% +45 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares 1,453 $311K 0.02% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,122 shares; 2025Q2: 3,122 shares; 2025Q3: 3,122 shares; 2025Q4: 3,122 shares; 2026Q1: 3,122 shares 3,122 $310K 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,613 shares; 2025Q1: 1,515 shares; 2025Q2: 1,517 shares; 2025Q3: 1,519 shares; 2025Q4: 1,520 shares; 2026Q1: 1,522 shares 1,522 $310K 0.02% +2 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 1,961 shares 1,961 $305K 0.02% +56 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,705 shares; 2024Q4: 5,400 shares; 2025Q1: 5,230 shares; 2025Q2: 5,149 shares; 2025Q3: 4,554 shares; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares 4,441 $303K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $298K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,058 shares; 2025Q1: 2,552 shares; 2025Q2: 2,532 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,430 shares 2,430 $295K 0.02% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 198 shares 198 $292K 0.02% +20 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: 11,649 shares; 2024Q4: 11,564 shares; 2025Q1: 11,089 shares; 2025Q2: 2,929 shares; 2025Q3: 1,744 shares; 2025Q4: 1,650 shares; 2026Q1: 1,465 shares 1,465 $290K 0.02% -185 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 2,000 shares 2,000 $290K 0.02% -5 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,142 shares; 2026Q1: 3,142 shares 3,142 $289K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 1,087 shares; 2025Q3: 868 shares; 2025Q4: 816 shares; 2026Q1: 764 shares 764 $283K 0.02% -52 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,038 shares; 2025Q4: 2,403 shares; 2026Q1: 2,457 shares 2,457 $279K 0.02% +54 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,445 shares 11,445 $278K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,088 shares 1,088 $276K 0.02% -11 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $275K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,826 shares; 2025Q1: 4,595 shares; 2025Q2: 3,910 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,142 shares 3,142 $272K 0.02% -768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,110 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 1,934 shares 1,934 $262K 0.01% -150 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: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $261K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,532 shares 1,532 $259K 0.01% -4 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,195 shares; 2026Q1: 1,189 shares 1,189 $258K 0.01% -6 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,324 shares 4,324 $257K 0.01% new 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: 1,509 shares; 2024Q4: 1,453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,539 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,630 shares 1,630 $256K 0.01% +92 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,648 shares; 2024Q4: 4,648 shares; 2025Q1: 4,534 shares; 2025Q2: 4,534 shares; 2025Q3: 4,534 shares; 2025Q4: 4,725 shares; 2026Q1: 4,434 shares 4,434 $251K 0.01% -291 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,244 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares 1,362 $248K 0.01% 0 Timeline HYG 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: 2,742 shares; 2024Q4: 2,759 shares; 2025Q1: 2,880 shares; 2025Q2: 3,227 shares; 2025Q3: 2,907 shares; 2025Q4: 2,924 shares; 2026Q1: 3,067 shares 3,067 $244K 0.01% +143 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: 6,289 shares; 2024Q4: 6,289 shares; 2025Q1: 4,089 shares; 2025Q2: 4,601 shares; 2025Q3: 4,601 shares; 2025Q4: 4,608 shares; 2026Q1: 4,617 shares 4,617 $244K 0.01% +9 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,172 shares; 2024Q4: 7,202 shares; 2025Q1: 6,572 shares; 2025Q2: 6,572 shares; 2025Q3: 6,572 shares; 2025Q4: not reported; 2026Q1: 4,957 shares 4,957 $240K 0.01% new Timeline EZM 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,512 shares; 2025Q4: 3,526 shares; 2026Q1: 3,536 shares 3,536 $238K 0.01% +10 Timeline NYF 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: 4,467 shares 4,467 $237K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 14,194 shares; 2025Q1: 14,194 shares; 2025Q2: 14,194 shares; 2025Q3: 14,194 shares; 2025Q4: 13,694 shares; 2026Q1: 13,694 shares 13,694 $236K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 530 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 535 shares; 2026Q1: 540 shares 540 $236K 0.01% +5 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,540 shares 2,540 $234K 0.01% -285 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 7,500 shares 7,500 $234K 0.01% -1,500 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares 1,404 $233K 0.01% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,306 shares; 2025Q4: not reported; 2026Q1: 7,806 shares 7,806 $232K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,532 shares 2,532 $230K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,312 shares 6,312 $228K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares 5,180 $227K 0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 6,385 shares; 2025Q3: 6,385 shares; 2025Q4: not reported; 2026Q1: 8,130 shares 8,130 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 902 shares 902 $220K 0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,531 shares; 2026Q1: 4,778 shares 4,778 $219K 0.01% -753 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares 4,370 $218K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,300 shares; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 4,000 shares 4,000 $217K 0.01% -2,500 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,092 shares 6,092 $216K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 3,435 shares; 2025Q3: not reported; 2025Q4: 3,139 shares; 2026Q1: 3,115 shares 3,115 $216K 0.01% -24 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 3,425 shares; 2025Q3: 3,525 shares; 2025Q4: 5,337 shares; 2026Q1: 5,337 shares 5,337 $216K 0.01% 0 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: 3,374 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares; 2025Q4: 3,425 shares; 2026Q1: 3,392 shares 3,392 $213K 0.01% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares 1,012 $213K 0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 2,540 shares; 2025Q4: 2,542 shares; 2026Q1: 2,171 shares 2,171 $211K 0.01% -371 Timeline TEX TEREX CORP NEW More: the full row for TEREX 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: 3,571 shares 3,571 $211K 0.01% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,150 shares; 2025Q2: 11,701 shares; 2025Q3: 11,701 shares; 2025Q4: 10,271 shares; 2026Q1: 11,309 shares 11,309 $208K 0.01% +1,038 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 16,240 shares; 2025Q1: 11,795 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares; 2025Q4: 11,240 shares; 2026Q1: 11,180 shares 11,180 $208K 0.01% -60 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,984 shares; 2025Q2: 1,982 shares; 2025Q3: 1,882 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $207K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 1,882 shares 1,882 $207K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 632 shares; 2025Q4: 540 shares; 2026Q1: 440 shares 440 $204K 0.01% -100 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 15,911 shares; 2025Q1: 15,889 shares; 2025Q2: 16,094 shares; 2025Q3: 8,598 shares; 2025Q4: 7,134 shares; 2026Q1: 7,078 shares 7,078 $203K 0.01% -56 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 5,084 shares 5,084 $202K 0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 8,843 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,326 shares; 2026Q1: 7,326 shares 7,326 $201K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,130 shares 3,130 $201K 0.01% new Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,315 shares; 2024Q4: 56,987 shares; 2025Q1: 41,356 shares; 2025Q2: 38,356 shares; 2025Q3: 44,086 shares; 2025Q4: 44,086 shares; 2026Q1: 44,086 shares 44,086 $179K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares 12,800 $175K 0.01% 0 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: not reported; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: not reported; 2025Q3: 11,833 shares; 2025Q4: 11,020 shares; 2026Q1: 11,020 shares 11,020 $173K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,309 shares; 2024Q4: 12,280 shares; 2025Q1: 12,242 shares; 2025Q2: 12,254 shares; 2025Q3: 12,242 shares; 2025Q4: 12,242 shares; 2026Q1: 12,242 shares 12,242 $165K 0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,222 shares; 2024Q4: not reported; 2025Q1: 19,457 shares; 2025Q2: 17,533 shares; 2025Q3: 17,533 shares; 2025Q4: 17,533 shares; 2026Q1: 17,533 shares 17,533 $153K 0.01% 0 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 50,000 shares; 2026Q1: 160,000 shares 160,000 $148K 0.01% +110,000 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 10,373 shares; 2025Q1: 10,373 shares; 2025Q2: 10,373 shares; 2025Q3: 10,373 shares; 2025Q4: 10,373 shares; 2026Q1: 12,153 shares 12,153 $146K 0.01% +1,780 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 12,000 shares 12,000 $130K 0.01% new Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $114K 0.01% 0 Timeline