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: restricted; 2024Q4: 1,617,534 shares; 2025Q1: 1,575,201 shares; 2025Q2: 1,445,244 shares; 2025Q3: 1,390,724 shares; 2025Q4: 1,326,317 shares; 2026Q1: 1,273,032 shares 1,273,032 $222M 14.88% -53,285 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: restricted; 2024Q4: 486,007 shares; 2025Q1: 529,124 shares; 2025Q2: 479,128 shares; 2025Q3: 460,701 shares; 2025Q4: 449,470 shares; 2026Q1: 443,038 shares 443,038 $164M 10.99% -6,432 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: restricted; 2024Q4: 669,487 shares; 2025Q1: 712,360 shares; 2025Q2: 692,459 shares; 2025Q3: 581,969 shares; 2025Q4: 530,656 shares; 2026Q1: 527,251 shares 527,251 $152M 10.16% -3,405 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: restricted; 2024Q4: 358,523 shares; 2025Q1: 338,969 shares; 2025Q2: 326,754 shares; 2025Q3: 292,631 shares; 2025Q4: 280,563 shares; 2026Q1: 270,572 shares 270,572 $79.6M 5.33% -9,991 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: restricted; 2024Q4: 257,187 shares; 2025Q1: 256,127 shares; 2025Q2: 247,216 shares; 2025Q3: 246,390 shares; 2025Q4: 236,991 shares; 2026Q1: 226,613 shares 226,613 $68.5M 4.59% -10,378 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: restricted; 2024Q4: 157,015 shares; 2025Q1: 457,745 shares; 2025Q2: 930,777 shares; 2025Q3: 932,696 shares; 2025Q4: 864,622 shares; 2026Q1: 1,782,262 shares 1,782,262 $51.7M 3.46% +917,640 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: restricted; 2024Q4: 437,372 shares; 2025Q1: 449,668 shares; 2025Q2: 425,716 shares; 2025Q3: 411,684 shares; 2025Q4: 410,629 shares; 2026Q1: 321,308 shares 321,308 $46.4M 3.11% -89,321 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: restricted; 2024Q4: 674,206 shares; 2025Q1: 691,799 shares; 2025Q2: 597,562 shares; 2025Q3: 560,472 shares; 2025Q4: 541,154 shares; 2026Q1: 410,812 shares 410,812 $39.6M 2.65% -130,342 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: restricted; 2024Q4: 218,729 shares; 2025Q1: 222,035 shares; 2025Q2: 200,754 shares; 2025Q3: 170,424 shares; 2025Q4: 165,511 shares; 2026Q1: 128,657 shares 128,657 $36.9M 2.47% -36,854 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: restricted; 2024Q4: 277,174 shares; 2025Q1: 290,556 shares; 2025Q2: 263,690 shares; 2025Q3: 290,430 shares; 2025Q4: 299,144 shares; 2026Q1: 293,071 shares 293,071 $35.3M 2.36% -6,073 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: restricted; 2024Q4: 32,627 shares; 2025Q1: 34,341 shares; 2025Q2: 66,894 shares; 2025Q3: 86,300 shares; 2025Q4: 75,450 shares; 2026Q1: 373,023 shares 373,023 $34.6M 2.32% +297,573 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: restricted; 2024Q4: 9,446 shares; 2025Q1: 10,266 shares; 2025Q2: 9,848 shares; 2025Q3: 46,092 shares; 2025Q4: 57,098 shares; 2026Q1: 57,919 shares 57,919 $33.1M 2.22% +821 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: restricted; 2024Q4: 150,254 shares; 2025Q1: 157,113 shares; 2025Q2: 133,009 shares; 2025Q3: 155,667 shares; 2025Q4: 154,620 shares; 2026Q1: 148,876 shares 148,876 $30.8M 2.06% -5,744 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: restricted; 2024Q4: 230,911 shares; 2025Q1: 223,861 shares; 2025Q2: 199,971 shares; 2025Q3: 201,561 shares; 2025Q4: 199,639 shares; 2026Q1: 183,587 shares 183,587 $29.4M 1.97% -16,052 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: restricted; 2024Q4: 36,845 shares; 2025Q1: 37,702 shares; 2025Q2: 35,523 shares; 2025Q3: 35,750 shares; 2025Q4: 32,628 shares; 2026Q1: 30,560 shares 30,560 $28.1M 1.88% -2,068 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: restricted; 2024Q4: 154,231 shares; 2025Q1: 158,627 shares; 2025Q2: 146,064 shares; 2025Q3: 139,392 shares; 2025Q4: 123,956 shares; 2026Q1: 120,335 shares 120,335 $27.7M 1.85% -3,621 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: restricted; 2024Q4: 626,528 shares; 2025Q1: 613,920 shares; 2025Q2: 509,091 shares; 2025Q3: 504,396 shares; 2025Q4: 380,300 shares; 2026Q1: 344,142 shares 344,142 $26.7M 1.79% -36,158 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,502 shares; 2025Q1: 75,677 shares; 2025Q2: 71,719 shares; 2025Q3: 68,904 shares; 2025Q4: 70,202 shares; 2026Q1: 66,075 shares 66,075 $26.2M 1.76% -4,127 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: restricted; 2024Q4: 138,538 shares; 2025Q1: 143,978 shares; 2025Q2: 147,449 shares; 2025Q3: 156,922 shares; 2025Q4: 158,655 shares; 2026Q1: 148,038 shares 148,038 $25.5M 1.71% -10,617 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: restricted; 2024Q4: 18,940 shares; 2025Q1: 19,016 shares; 2025Q2: 16,924 shares; 2025Q3: 16,077 shares; 2025Q4: 4,171 shares; 2026Q1: 79,342 shares 79,342 $24.6M 1.65% +75,171 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: restricted; 2024Q4: 6,763 shares; 2025Q1: 68,149 shares; 2025Q2: 91,836 shares; 2025Q3: 88,948 shares; 2025Q4: 78,086 shares; 2026Q1: 68,539 shares 68,539 $23.2M 1.55% -9,547 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: restricted; 2024Q4: 53,770 shares; 2025Q1: 54,697 shares; 2025Q2: 53,597 shares; 2025Q3: 58,206 shares; 2025Q4: 45,693 shares; 2026Q1: 42,261 shares 42,261 $19.5M 1.31% -3,432 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: restricted; 2024Q4: 40,199 shares; 2025Q1: 41,915 shares; 2025Q2: 38,565 shares; 2025Q3: 37,405 shares; 2025Q4: 180,693 shares; 2026Q1: 181,508 shares 181,508 $19M 1.27% +815 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264,464 shares; 2025Q1: 257,232 shares; 2025Q2: 227,107 shares; 2025Q3: 190,754 shares; 2025Q4: 169,003 shares; 2026Q1: 152,246 shares 152,246 $18.2M 1.22% -16,757 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: restricted; 2024Q4: 40,943 shares; 2025Q1: 59,036 shares; 2025Q2: 51,446 shares; 2025Q3: 51,508 shares; 2025Q4: 51,413 shares; 2026Q1: 48,822 shares 48,822 $18.1M 1.22% -2,591 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: restricted; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: not reported; 2025Q3: 13,525 shares; 2025Q4: 12,286 shares; 2026Q1: 10,975 shares 10,975 $16.2M 1.08% -1,311 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: restricted; 2024Q4: 8,497 shares; 2025Q1: 8,160 shares; 2025Q2: 30,049 shares; 2025Q3: 38,688 shares; 2025Q4: 34,931 shares; 2026Q1: 31,480 shares 31,480 $15.7M 1.05% -3,451 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: restricted; 2024Q4: 84,832 shares; 2025Q1: 87,554 shares; 2025Q2: 83,364 shares; 2025Q3: 85,197 shares; 2025Q4: 86,033 shares; 2026Q1: 54,854 shares 54,854 $14.8M 0.99% -31,179 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: restricted; 2024Q4: 336,583 shares; 2025Q1: 359,915 shares; 2025Q2: 468,523 shares; 2025Q3: 521,181 shares; 2025Q4: 506,304 shares; 2026Q1: 497,648 shares 497,648 $14M 0.94% -8,656 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: restricted; 2024Q4: 35,602 shares; 2025Q1: 29,250 shares; 2025Q2: 24,091 shares; 2025Q3: 22,645 shares; 2025Q4: 22,229 shares; 2026Q1: 19,739 shares 19,739 $12.8M 0.86% -2,490 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 68,309 shares; 2026Q1: 61,514 shares 61,514 $12.1M 0.81% -6,795 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: restricted; 2024Q4: 280,469 shares; 2025Q1: 289,936 shares; 2025Q2: 261,722 shares; 2025Q3: 167,311 shares; 2025Q4: 164,060 shares; 2026Q1: 155,776 shares 155,776 $12M 0.8% -8,284 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: restricted; 2024Q4: 266,339 shares; 2025Q1: 275,248 shares; 2025Q2: 165,611 shares; 2025Q3: 150,618 shares; 2025Q4: 134,263 shares; 2026Q1: 123,027 shares 123,027 $9.36M 0.63% -11,236 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,095 shares; 2025Q1: 61,757 shares; 2025Q2: 63,828 shares; 2025Q3: 58,984 shares; 2025Q4: 54,939 shares; 2026Q1: 58,938 shares 58,938 $7.39M 0.5% +3,999 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: restricted; 2024Q4: 9,444 shares; 2025Q1: 10,658 shares; 2025Q2: 22,426 shares; 2025Q3: 26,470 shares; 2025Q4: 32,820 shares; 2026Q1: 31,534 shares 31,534 $7.13M 0.48% -1,286 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321,921 shares; 2025Q1: 276,813 shares; 2025Q2: 276,798 shares; 2025Q3: 276,798 shares; 2025Q4: 261,317 shares; 2026Q1: 240,789 shares 240,789 $6.61M 0.44% -20,528 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,188 shares; 2025Q1: 162,498 shares; 2025Q2: 157,727 shares; 2025Q3: 151,810 shares; 2025Q4: 134,085 shares; 2026Q1: 119,705 shares 119,705 $4.53M 0.3% -14,380 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: restricted; 2024Q4: 32,790 shares; 2025Q1: 23,537 shares; 2025Q2: 19,887 shares; 2025Q3: 17,917 shares; 2025Q4: 16,948 shares; 2026Q1: 15,977 shares 15,977 $3.91M 0.26% -971 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: restricted; 2024Q4: 37,963 shares; 2025Q1: 36,232 shares; 2025Q2: 33,081 shares; 2025Q3: 30,823 shares; 2025Q4: 31,529 shares; 2026Q1: 22,183 shares 22,183 $3.76M 0.25% -9,346 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: restricted; 2024Q4: 20,757 shares; 2025Q1: 20,927 shares; 2025Q2: 22,663 shares; 2025Q3: 22,363 shares; 2025Q4: 31,294 shares; 2026Q1: 56,025 shares 56,025 $3.52M 0.24% +24,731 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: restricted; 2024Q4: 3,480 shares; 2025Q1: 3,416 shares; 2025Q2: 3,408 shares; 2025Q3: 3,436 shares; 2025Q4: 3,408 shares; 2026Q1: 4,656 shares 4,656 $3.3M 0.22% +1,248 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: restricted; 2024Q4: 54,057 shares; 2025Q1: 47,802 shares; 2025Q2: 22,239 shares; 2025Q3: 19,066 shares; 2025Q4: 11,796 shares; 2026Q1: 10,509 shares 10,509 $3.27M 0.22% -1,287 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: restricted; 2024Q4: 19,254 shares; 2025Q1: 18,095 shares; 2025Q2: 20,811 shares; 2025Q3: 18,383 shares; 2025Q4: 10,091 shares; 2026Q1: 7,569 shares 7,569 $3.26M 0.22% -2,522 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: restricted; 2024Q4: 4,947 shares; 2025Q1: 4,947 shares; 2025Q2: 4,897 shares; 2025Q3: 4,897 shares; 2025Q4: 4,522 shares; 2026Q1: 4,848 shares 4,848 $2.73M 0.18% +326 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: restricted; 2024Q4: 55,357 shares; 2025Q1: 52,578 shares; 2025Q2: 52,332 shares; 2025Q3: 57,000 shares; 2025Q4: 54,397 shares; 2026Q1: 43,578 shares 43,578 $2.64M 0.18% -10,819 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250,656 shares; 2025Q1: 73,335 shares; 2025Q2: 62,809 shares; 2025Q3: 83,151 shares; 2025Q4: 74,429 shares; 2026Q1: 32,291 shares 32,291 $2.32M 0.16% -42,138 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: restricted; 2024Q4: 45,157 shares; 2025Q1: 42,857 shares; 2025Q2: 39,708 shares; 2025Q3: 40,320 shares; 2025Q4: 32,991 shares; 2026Q1: 17,909 shares 17,909 $2.23M 0.15% -15,082 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: restricted; 2024Q4: 10,985 shares; 2025Q1: 15,450 shares; 2025Q2: 17,325 shares; 2025Q3: 11,875 shares; 2025Q4: 6,701 shares; 2026Q1: 6,241 shares 6,241 $2.11M 0.14% -460 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 760,393 shares; 2025Q1: 415,837 shares; 2025Q2: 377,509 shares; 2025Q3: 265,139 shares; 2025Q4: 42,113 shares; 2026Q1: 42,721 shares 42,721 $1.93M 0.13% +608 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: restricted; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 1,917 shares 1,917 $1.91M 0.13% -103 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,903 shares; 2025Q1: 10,119 shares; 2025Q2: 19,157 shares; 2025Q3: 18,637 shares; 2025Q4: 19,657 shares; 2026Q1: 6,534 shares 6,534 $1.82M 0.12% -13,123 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: restricted; 2024Q4: 79,136 shares; 2025Q1: 77,915 shares; 2025Q2: 74,842 shares; 2025Q3: 40,009 shares; 2025Q4: 35,284 shares; 2026Q1: 6,916 shares 6,916 $1.68M 0.11% -28,368 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: restricted; 2024Q4: 535,756 shares; 2025Q1: 550,743 shares; 2025Q2: 167,052 shares; 2025Q3: 101,996 shares; 2025Q4: 83,102 shares; 2026Q1: 30,416 shares 30,416 $1.61M 0.11% -52,686 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 296,693 shares; 2025Q1: 296,057 shares; 2025Q2: 78,165 shares; 2025Q3: 74,917 shares; 2025Q4: 68,468 shares; 2026Q1: 68,046 shares 68,046 $1.53M 0.1% -422 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,886 shares; 2025Q1: 34,486 shares; 2025Q2: 32,706 shares; 2025Q3: 29,806 shares; 2025Q4: 24,416 shares; 2026Q1: 17,133 shares 17,133 $1.41M 0.09% -7,283 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: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,413 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares; 2025Q4: 4,963 shares; 2026Q1: 4,963 shares 4,963 $1.41M 0.09% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,342 shares; 2025Q1: 14,581 shares; 2025Q2: 19,257 shares; 2025Q3: 18,683 shares; 2025Q4: 18,683 shares; 2026Q1: 18,391 shares 18,391 $1.2M 0.08% -292 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: restricted; 2024Q4: 15,173 shares; 2025Q1: 11,705 shares; 2025Q2: 15,023 shares; 2025Q3: 14,963 shares; 2025Q4: 9,235 shares; 2026Q1: 8,340 shares 8,340 $1.1M 0.07% -895 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: restricted; 2024Q4: 1,663 shares; 2025Q1: 1,646 shares; 2025Q2: 1,696 shares; 2025Q3: 1,453 shares; 2025Q4: 1,529 shares; 2026Q1: 1,290 shares 1,290 $1.09M 0.07% -239 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: restricted; 2024Q4: 10,062 shares; 2025Q1: 7,435 shares; 2025Q2: 7,400 shares; 2025Q3: 7,000 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $1.02M 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,624 shares; 2025Q1: 7,268 shares; 2025Q2: 7,158 shares; 2025Q3: 7,000 shares; 2025Q4: 7,610 shares; 2026Q1: 3,009 shares 3,009 $990K 0.07% -4,601 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 17,700 shares; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares; 2026Q1: 17,700 shares 17,700 $977K 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 196 shares; 2025Q3: 163 shares; 2025Q4: 214 shares; 2026Q1: 221 shares 221 $930K 0.06% +7 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: restricted; 2024Q4: 4,729 shares; 2025Q1: 4,834 shares; 2025Q2: 4,954 shares; 2025Q3: 7,204 shares; 2025Q4: 6,576 shares; 2026Q1: 7,823 shares 7,823 $925K 0.06% +1,247 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,507 shares; 2025Q1: 6,401 shares; 2025Q2: 6,942 shares; 2025Q3: 6,742 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares 2,808 $923K 0.06% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $914K 0.06% 0 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: restricted; 2024Q4: 19,252 shares; 2025Q1: 3,303 shares; 2025Q2: 2,557 shares; 2025Q3: 2,457 shares; 2025Q4: 2,260 shares; 2026Q1: 2,110 shares 2,110 $912K 0.06% -150 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: restricted; 2024Q4: 10,400 shares; 2025Q1: 6,777 shares; 2025Q2: 6,380 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,000 shares 6,000 $871K 0.06% -100 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: restricted; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 6,200 shares; 2026Q1: 8,584 shares 8,584 $825K 0.06% +2,384 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: restricted; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 4,317 shares; 2025Q3: 7,217 shares; 2025Q4: 7,567 shares; 2026Q1: 10,267 shares 10,267 $739K 0.05% +2,700 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: restricted; 2024Q4: 17,472 shares; 2025Q1: 17,472 shares; 2025Q2: 13,728 shares; 2025Q3: 12,568 shares; 2025Q4: 10,636 shares; 2026Q1: 12,473 shares 12,473 $719K 0.05% +1,837 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: restricted; 2024Q4: 24,820 shares; 2025Q1: 23,841 shares; 2025Q2: 13,032 shares; 2025Q3: 12,524 shares; 2025Q4: 5,672 shares; 2026Q1: 3,802 shares 3,802 $710K 0.05% -1,870 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: restricted; 2024Q4: 10,630 shares; 2025Q1: 10,680 shares; 2025Q2: 2,500 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,000 shares 1,000 $698K 0.05% -1,000 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: restricted; 2024Q4: 24,126 shares; 2025Q1: 19,897 shares; 2025Q2: 10,055 shares; 2025Q3: 9,779 shares; 2025Q4: 8,628 shares; 2026Q1: 4,473 shares 4,473 $695K 0.05% -4,155 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares 1,285 $693K 0.05% 0 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: restricted; 2024Q4: 40,265 shares; 2025Q1: 38,544 shares; 2025Q2: 6,331 shares; 2025Q3: 3,721 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares 2,945 $641K 0.04% 0 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: restricted; 2024Q4: 162 shares; 2025Q1: 154 shares; 2025Q2: 174 shares; 2025Q3: 126 shares; 2025Q4: 168 shares; 2026Q1: 356 shares 356 $616K 0.04% +188 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: restricted; 2024Q4: 2,246 shares; 2025Q1: 2,968 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 3,297 shares; 2026Q1: 2,435 shares 2,435 $590K 0.04% -862 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,778 shares; 2025Q1: 145,555 shares; 2025Q2: 123,158 shares; 2025Q3: 119,457 shares; 2025Q4: 9,250 shares; 2026Q1: 4,919 shares 4,919 $561K 0.04% -4,331 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,410 shares; 2025Q3: 12,710 shares; 2025Q4: 12,710 shares; 2026Q1: 12,382 shares 12,382 $504K 0.03% -328 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: restricted; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 305 shares; 2025Q3: 320 shares; 2025Q4: 305 shares; 2026Q1: 359 shares 359 $474K 0.03% +54 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: restricted; 2024Q4: 10,577 shares; 2025Q1: 25,951 shares; 2025Q2: 27,908 shares; 2025Q3: 18,072 shares; 2025Q4: 3,593 shares; 2026Q1: 3,087 shares 3,087 $454K 0.03% -506 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: restricted; 2024Q4: 7,323 shares; 2025Q1: 7,251 shares; 2025Q2: 7,313 shares; 2025Q3: 12,165 shares; 2025Q4: 12,165 shares; 2026Q1: 12,165 shares 12,165 $447K 0.03% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares 3,405 $420K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: 6,927 shares; 2025Q2: 6,677 shares; 2025Q3: 7,077 shares; 2025Q4: 7,677 shares; 2026Q1: 6,927 shares 6,927 $407K 0.03% -750 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: restricted; 2024Q4: 33,956 shares; 2025Q1: 32,600 shares; 2025Q2: 3,441 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,349 shares 1,349 $398K 0.03% +140 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: restricted; 2024Q4: 3,023 shares; 2025Q1: 3,199 shares; 2025Q2: 3,359 shares; 2025Q3: 1,849 shares; 2025Q4: 1,145 shares; 2026Q1: 857 shares 857 $365K 0.02% -288 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: restricted; 2024Q4: 4,052 shares; 2025Q1: 3,632 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares; 2026Q1: 2,532 shares 2,532 $326K 0.02% -370 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: restricted; 2024Q4: 5,464 shares; 2025Q1: 6,139 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,741 shares; 2026Q1: 3,616 shares 3,616 $308K 0.02% -125 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 2,158 shares; 2025Q4: 1,543 shares; 2026Q1: 758 shares 758 $302K 0.02% -785 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,590 shares; 2025Q1: 43,328 shares; 2025Q2: 16,330 shares; 2025Q3: 10,540 shares; 2025Q4: 5,760 shares; 2026Q1: 5,760 shares 5,760 $296K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,500 shares; 2026Q1: 3,250 shares 3,250 $296K 0.02% -250 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,450 shares 2,450 $291K 0.02% +250 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: restricted; 2024Q4: 893 shares; 2025Q1: 693 shares; 2025Q2: 516 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $289K 0.02% 0 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: restricted; 2024Q4: 14,377 shares; 2025Q1: 14,377 shares; 2025Q2: 14,025 shares; 2025Q3: 12,976 shares; 2025Q4: 1,206 shares; 2026Q1: 1,181 shares 1,181 $287K 0.02% -25 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,500 shares 19,500 $275K 0.02% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,950 shares 2,950 $275K 0.02% +650 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $263K 0.02% new 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: restricted; 2024Q4: 1,709 shares; 2025Q1: 2,709 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 1,918 shares; 2026Q1: 1,768 shares 1,768 $246K 0.02% -150 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $244K 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 833 shares 833 $235K 0.02% -303 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,813 shares; 2025Q1: 7,813 shares; 2025Q2: 8,313 shares; 2025Q3: 8,313 shares; 2025Q4: 8,313 shares; 2026Q1: 7,813 shares 7,813 $231K 0.02% -500 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: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,850 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares 3,290 $228K 0.02% 0 Timeline VTWO 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: restricted; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $226K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,600 shares 3,600 $226K 0.02% +100 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: restricted; 2024Q4: 109,098 shares; 2025Q1: 99,897 shares; 2025Q2: 108,194 shares; 2025Q3: 63,255 shares; 2025Q4: 10,602 shares; 2026Q1: 5,102 shares 5,102 $225K 0.02% -5,500 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: restricted; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,500 shares; 2025Q3: 5,210 shares; 2025Q4: 5,210 shares; 2026Q1: 5,710 shares 5,710 $213K 0.01% +500 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 1,700 shares; 2025Q4: 1,450 shares; 2026Q1: 1,955 shares 1,955 $212K 0.01% +505 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 310 shares 310 $187K 0.01% +34 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: restricted; 2024Q4: 895 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $175K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,363 shares; 2025Q1: 13,247 shares; 2025Q2: 3,395 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares 3,075 $175K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares 629 $167K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,070 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $157K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $138K 0.01% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $127K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares 24,000 $121K 0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,300 shares; 2025Q1: 36,300 shares; 2025Q2: 36,300 shares; 2025Q3: 34,000 shares; 2025Q4: 23,000 shares; 2026Q1: 20,000 shares 20,000 $121K 0.01% -3,000 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $112K 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 750 shares; 2026Q1: 250 shares 250 $109K 0.01% -500 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,200 shares 4,200 $109K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $98.8K 0.01% 0 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: restricted; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 728 shares; 2026Q1: 628 shares 628 $98.8K 0.01% -100 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 2,050 shares 2,050 $98.8K 0.01% +200 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: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $97.7K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,300 shares; 2026Q1: 1,500 shares 1,500 $97.5K 0.01% -800 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: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $91.6K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $91K 0.01% 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: restricted; 2024Q4: 30,991 shares; 2025Q1: 24,342 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $86.5K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares 136 $86.4K 0.01% new Timeline XME 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $81K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $80.9K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 320 shares 320 $80K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $77.3K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $77.3K 0.01% new Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares 1,650 $77.1K 0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 6,670 shares; 2026Q1: 6,670 shares 6,670 $74K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $72.6K <0.01% 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: restricted; 2024Q4: 16,585 shares; 2025Q1: 16,733 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 685 shares 685 $67.4K <0.01% -440 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: restricted; 2024Q4: 2,321 shares; 2025Q1: 2,039 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,394 shares 1,394 $63.8K <0.01% +149 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $58.9K <0.01% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 760 shares; 2025Q3: 720 shares; 2025Q4: 777 shares; 2026Q1: 576 shares 576 $50.4K <0.01% -201 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $50.2K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 317,369 shares; 2025Q1: 276,822 shares; 2025Q2: 1,813 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 793 shares 793 $43.8K <0.01% -538 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: restricted; 2024Q4: 9,936 shares; 2025Q1: 8,666 shares; 2025Q2: 2,050 shares; 2025Q3: 500 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $42.2K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $42K <0.01% 0 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: restricted; 2024Q4: 160 shares; 2025Q1: 194 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $41.6K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,900 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $41.1K <0.01% 0 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: restricted; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 273 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $40K <0.01% 0 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $38.4K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407 $37.9K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,415 shares; 2025Q1: 927 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $35.7K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $34.3K <0.01% 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: restricted; 2024Q4: 1,340 shares; 2025Q1: 1,389 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 250 shares 250 $32.8K <0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $32.2K <0.01% 0 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: restricted; 2024Q4: 13,783 shares; 2025Q1: 15,158 shares; 2025Q2: 1,496 shares; 2025Q3: 621 shares; 2025Q4: 422 shares; 2026Q1: 413 shares 413 $30K <0.01% -9 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 30 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $27.7K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $27.6K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $25.6K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 335 shares 335 $24.3K <0.01% +135 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $21.8K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,077 shares; 2025Q1: 15,377 shares; 2025Q2: 10,377 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $19.7K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $17.9K <0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $17.8K <0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 288 shares; 2026Q1: 288 shares 288 $16.4K <0.01% 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: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $16.2K <0.01% 0 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: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $15.8K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $15.7K <0.01% new 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: restricted; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $15.1K <0.01% 0 Timeline IHS IHS HOLDING LIMITED More: the full row for IHS HOLDING LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $13.2K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $13.1K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $11.4K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $11.3K <0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 3,620 shares; 2026Q1: 3,620 shares 3,620 $11.1K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $9.19K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 96 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $8.73K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares 27 $8.04K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: 98 shares 98 $7.46K <0.01% -134 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: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7K <0.01% 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.6K <0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,739 shares; 2025Q1: 60,607 shares; 2025Q2: 60,607 shares; 2025Q3: 85,800 shares; 2025Q4: 56,770 shares; 2026Q1: 358 shares 358 $6.57K <0.01% -56,412 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $6.45K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $5.37K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $4.02K <0.01% 0 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $3.54K <0.01% new 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: restricted; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.75K <0.01% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $324 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $19 <0.01% 0 Timeline