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: 530,510 shares; 2024Q4: 520,766 shares; 2025Q1: 507,498 shares; 2025Q2: 522,708 shares; 2025Q3: 521,049 shares; 2025Q4: 519,558 shares; 2026Q1: 519,443 shares 519,443 $62.5M 9.25% -115 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: 167,144 shares; 2024Q4: 151,754 shares; 2025Q1: 151,509 shares; 2025Q2: 152,188 shares; 2025Q3: 152,637 shares; 2025Q4: 148,987 shares; 2026Q1: 147,431 shares 147,431 $25M 3.7% -1,556 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: 79,929 shares; 2024Q4: 72,231 shares; 2025Q1: 73,894 shares; 2025Q2: 74,042 shares; 2025Q3: 73,644 shares; 2025Q4: 73,738 shares; 2026Q1: 73,087 shares 73,087 $18.5M 2.74% -651 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,519 shares; 2025Q1: 5,526 shares; 2025Q2: 5,521 shares; 2025Q3: 5,436 shares; 2025Q4: 5,464 shares; 2026Q1: 5,444 shares 5,444 $18.4M 2.72% -20 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: 63,551 shares; 2024Q4: 58,107 shares; 2025Q1: 55,534 shares; 2025Q2: 55,165 shares; 2025Q3: 56,080 shares; 2025Q4: 55,201 shares; 2026Q1: 55,273 shares 55,273 $16.3M 2.41% +72 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: 65,851 shares; 2024Q4: 63,281 shares; 2025Q1: 63,256 shares; 2025Q2: 62,964 shares; 2025Q3: 62,844 shares; 2025Q4: 60,021 shares; 2026Q1: 57,901 shares 57,901 $14M 2.08% -2,120 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: 16,386 shares; 2024Q4: 16,243 shares; 2025Q1: 16,309 shares; 2025Q2: 16,600 shares; 2025Q3: 15,336 shares; 2025Q4: 13,483 shares; 2026Q1: 13,608 shares 13,608 $11.9M 1.76% +125 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: 45,919 shares; 2024Q4: 40,434 shares; 2025Q1: 38,948 shares; 2025Q2: 38,558 shares; 2025Q3: 37,733 shares; 2025Q4: 37,428 shares; 2026Q1: 37,075 shares 37,075 $11.2M 1.66% -353 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: 57,499 shares; 2024Q4: 49,959 shares; 2025Q1: 43,207 shares; 2025Q2: 44,297 shares; 2025Q3: 44,732 shares; 2025Q4: 42,788 shares; 2026Q1: 42,688 shares 42,688 $10.4M 1.54% -100 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: 29,937 shares; 2024Q4: 25,360 shares; 2025Q1: 26,328 shares; 2025Q2: 26,358 shares; 2025Q3: 26,811 shares; 2025Q4: 26,961 shares; 2026Q1: 26,921 shares 26,921 $9.97M 1.47% -40 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: 76,346 shares; 2024Q4: 70,785 shares; 2025Q1: 70,860 shares; 2025Q2: 70,860 shares; 2025Q3: 70,980 shares; 2025Q4: 70,480 shares; 2026Q1: 72,580 shares 72,580 $9.51M 1.41% +2,100 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: 27,683 shares; 2024Q4: 27,738 shares; 2025Q1: 28,713 shares; 2025Q2: 30,323 shares; 2025Q3: 31,283 shares; 2025Q4: 31,540 shares; 2026Q1: 31,453 shares 31,453 $9.04M 1.34% -87 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: 74,370 shares; 2024Q4: 70,835 shares; 2025Q1: 71,246 shares; 2025Q2: 72,093 shares; 2025Q3: 72,093 shares; 2025Q4: 72,051 shares; 2026Q1: 72,051 shares 72,051 $8.95M 1.33% 0 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: 12,311 shares; 2024Q4: 10,137 shares; 2025Q1: 10,157 shares; 2025Q2: 10,157 shares; 2025Q3: 10,007 shares; 2025Q4: 9,667 shares; 2026Q1: 9,667 shares 9,667 $8.89M 1.32% 0 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: 27,879 shares; 2024Q4: 26,809 shares; 2025Q1: 26,849 shares; 2025Q2: 27,249 shares; 2025Q3: 26,973 shares; 2025Q4: 28,918 shares; 2026Q1: 28,948 shares 28,948 $8.21M 1.22% +30 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,332 shares; 2024Q4: 45,800 shares; 2025Q1: 45,425 shares; 2025Q2: 46,165 shares; 2025Q3: 44,885 shares; 2025Q4: 44,261 shares; 2026Q1: 44,526 shares 44,526 $8.12M 1.2% +265 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: 93,827 shares; 2024Q4: 88,379 shares; 2025Q1: 88,479 shares; 2025Q2: 84,650 shares; 2025Q3: 84,650 shares; 2025Q4: 83,050 shares; 2026Q1: 83,010 shares 83,010 $7.8M 1.15% -40 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: 5,895 shares; 2024Q4: 5,895 shares; 2025Q1: 5,870 shares; 2025Q2: 87,225 shares; 2025Q3: 81,125 shares; 2025Q4: 81,960 shares; 2026Q1: 82,390 shares 82,390 $7.61M 1.13% +430 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: 70,167 shares; 2024Q4: 66,267 shares; 2025Q1: 65,967 shares; 2025Q2: 65,542 shares; 2025Q3: 65,217 shares; 2025Q4: 64,761 shares; 2026Q1: 64,136 shares 64,136 $7.04M 1.04% -625 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,635 shares; 2024Q4: 42,290 shares; 2025Q1: 43,740 shares; 2025Q2: 44,025 shares; 2025Q3: 46,177 shares; 2025Q4: 50,153 shares; 2026Q1: 48,482 shares 48,482 $6.59M 0.98% -1,671 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: 8,362 shares; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 8,312 shares; 2025Q3: 8,312 shares; 2025Q4: 8,262 shares; 2026Q1: 8,366 shares 8,366 $5.93M 0.88% +104 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,505 shares; 2024Q4: 69,820 shares; 2025Q1: 70,260 shares; 2025Q2: 70,260 shares; 2025Q3: 69,960 shares; 2025Q4: 68,545 shares; 2026Q1: 69,290 shares 69,290 $5.88M 0.87% +745 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: 13,263 shares; 2024Q4: 11,543 shares; 2025Q1: 11,846 shares; 2025Q2: 11,816 shares; 2025Q3: 16,966 shares; 2025Q4: 25,974 shares; 2026Q1: 26,302 shares 26,302 $5.48M 0.81% +328 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: 4,532 shares; 2024Q4: 4,122 shares; 2025Q1: 4,752 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 17,617 shares; 2026Q1: 27,453 shares 27,453 $5.27M 0.78% +9,836 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: 27,915 shares; 2024Q4: 24,647 shares; 2025Q1: 24,561 shares; 2025Q2: 25,190 shares; 2025Q3: 25,067 shares; 2025Q4: 24,044 shares; 2026Q1: 23,869 shares 23,869 $5.19M 0.77% -175 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: 43,585 shares; 2024Q4: 35,960 shares; 2025Q1: 35,950 shares; 2025Q2: 35,790 shares; 2025Q3: 35,903 shares; 2025Q4: 34,803 shares; 2026Q1: 34,793 shares 34,793 $5.05M 0.75% -10 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: 18,158 shares; 2024Q4: 15,907 shares; 2025Q1: 15,823 shares; 2025Q2: 15,823 shares; 2025Q3: 15,823 shares; 2025Q4: 15,323 shares; 2026Q1: 15,323 shares 15,323 $4.99M 0.74% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,466 shares; 2024Q4: 80,866 shares; 2025Q1: 80,791 shares; 2025Q2: 81,941 shares; 2025Q3: 76,573 shares; 2025Q4: 78,358 shares; 2026Q1: 79,698 shares 79,698 $4.83M 0.72% +1,340 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: 31,573 shares; 2024Q4: 23,462 shares; 2025Q1: 23,587 shares; 2025Q2: 24,315 shares; 2025Q3: 22,459 shares; 2025Q4: 21,659 shares; 2026Q1: 21,409 shares 21,409 $4.43M 0.66% -250 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: 20,219 shares; 2024Q4: 14,310 shares; 2025Q1: 15,610 shares; 2025Q2: 15,760 shares; 2025Q3: 14,308 shares; 2025Q4: 14,909 shares; 2026Q1: 15,789 shares 15,789 $4.41M 0.65% +880 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: 16,402 shares; 2024Q4: 16,202 shares; 2025Q1: 16,202 shares; 2025Q2: 16,202 shares; 2025Q3: 16,202 shares; 2025Q4: 16,202 shares; 2026Q1: 16,162 shares 16,162 $4.21M 0.62% -40 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: 21,256 shares; 2024Q4: 18,256 shares; 2025Q1: 18,351 shares; 2025Q2: 18,221 shares; 2025Q3: 18,221 shares; 2025Q4: 18,221 shares; 2026Q1: 18,221 shares 18,221 $4.19M 0.62% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,141 shares; 2024Q4: 7,417 shares; 2025Q1: 7,582 shares; 2025Q2: 7,879 shares; 2025Q3: 7,498 shares; 2025Q4: 6,091 shares; 2026Q1: 6,107 shares 6,107 $4.16M 0.62% +16 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: 15,714 shares; 2024Q4: 15,617 shares; 2025Q1: 15,532 shares; 2025Q2: 15,518 shares; 2025Q3: 15,418 shares; 2025Q4: 15,383 shares; 2026Q1: 15,336 shares 15,336 $4.09M 0.61% -47 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: 12,798 shares; 2024Q4: 12,238 shares; 2025Q1: 12,263 shares; 2025Q2: 12,263 shares; 2025Q3: 12,273 shares; 2025Q4: 11,948 shares; 2026Q1: 12,005 shares 12,005 $3.94M 0.58% +57 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: 31,323 shares; 2024Q4: 19,827 shares; 2025Q1: 20,585 shares; 2025Q2: 20,935 shares; 2025Q3: 20,935 shares; 2025Q4: 20,169 shares; 2026Q1: 20,169 shares 20,169 $3.89M 0.58% 0 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: 68,274 shares; 2024Q4: 50,949 shares; 2025Q1: 52,344 shares; 2025Q2: 51,244 shares; 2025Q3: 51,244 shares; 2025Q4: 49,724 shares; 2026Q1: 48,744 shares 48,744 $3.78M 0.56% -980 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,430 shares; 2024Q4: 15,310 shares; 2025Q1: 15,310 shares; 2025Q2: 15,735 shares; 2025Q3: 13,683 shares; 2025Q4: 11,203 shares; 2026Q1: 11,153 shares 11,153 $3.78M 0.56% -50 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: 32,939 shares; 2024Q4: 26,597 shares; 2025Q1: 26,827 shares; 2025Q2: 27,177 shares; 2025Q3: 26,652 shares; 2025Q4: 26,052 shares; 2026Q1: 26,052 shares 26,052 $3.76M 0.56% 0 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: 32,408 shares; 2024Q4: 30,492 shares; 2025Q1: 30,222 shares; 2025Q2: 29,907 shares; 2025Q3: 28,932 shares; 2025Q4: 27,588 shares; 2026Q1: 27,588 shares 27,588 $3.73M 0.55% 0 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: 22,131 shares; 2024Q4: 18,507 shares; 2025Q1: 18,651 shares; 2025Q2: 18,696 shares; 2025Q3: 19,255 shares; 2025Q4: 18,367 shares; 2026Q1: 18,624 shares 18,624 $3.69M 0.55% +257 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,711 shares; 2024Q4: 60,948 shares; 2025Q1: 61,298 shares; 2025Q2: 63,523 shares; 2025Q3: 64,665 shares; 2025Q4: 64,835 shares; 2026Q1: 57,539 shares 57,539 $3.66M 0.54% -7,296 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: 13,280 shares; 2024Q4: 13,015 shares; 2025Q1: 13,345 shares; 2025Q2: 13,105 shares; 2025Q3: 13,155 shares; 2025Q4: 13,150 shares; 2026Q1: 12,450 shares 12,450 $3.57M 0.53% -700 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: 20,400 shares; 2024Q4: 20,100 shares; 2025Q1: 20,185 shares; 2025Q2: 20,185 shares; 2025Q3: 20,185 shares; 2025Q4: 20,185 shares; 2026Q1: 21,585 shares 21,585 $3.57M 0.53% +1,400 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: 11,120 shares; 2024Q4: 11,350 shares; 2025Q1: 12,205 shares; 2025Q2: 12,290 shares; 2025Q3: 12,190 shares; 2025Q4: 15,235 shares; 2026Q1: 11,547 shares 11,547 $3.49M 0.52% -3,688 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 10,232 shares; 2025Q1: 10,433 shares; 2025Q2: 10,585 shares; 2025Q3: 10,662 shares; 2025Q4: 10,632 shares; 2026Q1: 10,547 shares 10,547 $3.4M 0.5% -85 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: 67,788 shares; 2024Q4: 42,988 shares; 2025Q1: 42,988 shares; 2025Q2: 42,988 shares; 2025Q3: 42,988 shares; 2025Q4: 42,954 shares; 2026Q1: 42,954 shares 42,954 $3.27M 0.48% 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: 6,940 shares; 2024Q4: 7,125 shares; 2025Q1: 7,350 shares; 2025Q2: 7,625 shares; 2025Q3: 5,865 shares; 2025Q4: 5,690 shares; 2026Q1: 5,813 shares 5,813 $3.19M 0.47% +123 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,630 shares; 2024Q4: 70,150 shares; 2025Q1: 70,150 shares; 2025Q2: 70,150 shares; 2025Q3: 70,050 shares; 2025Q4: 70,050 shares; 2026Q1: 70,050 shares 70,050 $3.17M 0.47% 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: 69,864 shares; 2024Q4: 61,889 shares; 2025Q1: 62,064 shares; 2025Q2: 61,164 shares; 2025Q3: 60,389 shares; 2025Q4: 57,005 shares; 2026Q1: 57,005 shares 57,005 $3.09M 0.46% 0 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: 19,746 shares; 2024Q4: 18,836 shares; 2025Q1: 19,246 shares; 2025Q2: 19,396 shares; 2025Q3: 19,556 shares; 2025Q4: 19,264 shares; 2026Q1: 19,509 shares 19,509 $3.03M 0.45% +245 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 6,827 shares; 2025Q1: 6,827 shares; 2025Q2: 6,817 shares; 2025Q3: 6,807 shares; 2025Q4: 6,782 shares; 2026Q1: 6,782 shares 6,782 $3.01M 0.45% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,971 shares; 2024Q4: 29,061 shares; 2025Q1: 30,261 shares; 2025Q2: 32,816 shares; 2025Q3: 33,136 shares; 2025Q4: 34,140 shares; 2026Q1: 34,100 shares 34,100 $2.94M 0.43% -40 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: 26,496 shares; 2024Q4: 26,196 shares; 2025Q1: 26,196 shares; 2025Q2: 26,196 shares; 2025Q3: 26,196 shares; 2025Q4: 44,196 shares; 2026Q1: 44,196 shares 44,196 $2.92M 0.43% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,835 shares; 2025Q1: 10,711 shares; 2025Q2: 10,556 shares; 2025Q3: 10,331 shares; 2025Q4: 9,896 shares; 2026Q1: 9,861 shares 9,861 $2.87M 0.42% -35 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,073 shares; 2024Q4: 24,375 shares; 2025Q1: 25,215 shares; 2025Q2: 25,700 shares; 2025Q3: 25,216 shares; 2025Q4: 21,924 shares; 2026Q1: 21,799 shares 21,799 $2.85M 0.42% -125 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: 19,449 shares; 2024Q4: 18,295 shares; 2025Q1: 19,945 shares; 2025Q2: 20,320 shares; 2025Q3: 21,383 shares; 2025Q4: 25,153 shares; 2026Q1: 26,200 shares 26,200 $2.84M 0.42% +1,047 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: 128,905 shares; 2024Q4: 114,357 shares; 2025Q1: 115,037 shares; 2025Q2: 115,887 shares; 2025Q3: 110,352 shares; 2025Q4: 94,507 shares; 2026Q1: 95,782 shares 95,782 $2.75M 0.41% +1,275 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: 11,021 shares; 2024Q4: 7,400 shares; 2025Q1: 6,966 shares; 2025Q2: 6,816 shares; 2025Q3: 6,491 shares; 2025Q4: 6,443 shares; 2026Q1: 6,443 shares 6,443 $2.75M 0.41% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $2.74M 0.41% 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: 6,980 shares; 2024Q4: 7,410 shares; 2025Q1: not reported; 2025Q2: 21,760 shares; 2025Q3: 21,700 shares; 2025Q4: 21,770 shares; 2026Q1: 21,770 shares 21,770 $2.68M 0.4% 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: 67,148 shares; 2024Q4: 55,980 shares; 2025Q1: 55,730 shares; 2025Q2: 56,111 shares; 2025Q3: 55,238 shares; 2025Q4: 54,138 shares; 2026Q1: 53,306 shares 53,306 $2.68M 0.4% -832 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: 9,518 shares; 2024Q4: 7,868 shares; 2025Q1: 7,843 shares; 2025Q2: 7,843 shares; 2025Q3: 8,068 shares; 2025Q4: 8,103 shares; 2026Q1: 8,103 shares 8,103 $2.66M 0.39% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 11,872 shares; 2025Q1: 11,872 shares; 2025Q2: 11,872 shares; 2025Q3: 11,697 shares; 2025Q4: 11,247 shares; 2026Q1: 11,217 shares 11,217 $2.65M 0.39% -30 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: 32,119 shares; 2024Q4: 28,885 shares; 2025Q1: 28,885 shares; 2025Q2: 28,735 shares; 2025Q3: 27,985 shares; 2025Q4: 27,385 shares; 2026Q1: 27,285 shares 27,285 $2.63M 0.39% -100 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: 11,857 shares; 2024Q4: 10,472 shares; 2025Q1: 10,887 shares; 2025Q2: 10,875 shares; 2025Q3: 10,875 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800 $2.62M 0.39% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 11,007 shares; 2025Q1: 11,007 shares; 2025Q2: 11,127 shares; 2025Q3: 11,127 shares; 2025Q4: 9,772 shares; 2026Q1: 9,827 shares 9,827 $2.57M 0.38% +55 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 6,138 shares; 2025Q1: 7,103 shares; 2025Q2: 8,478 shares; 2025Q3: 9,653 shares; 2025Q4: 9,653 shares; 2026Q1: 9,653 shares 9,653 $2.56M 0.38% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,812 shares; 2024Q4: 51,251 shares; 2025Q1: 52,711 shares; 2025Q2: 52,951 shares; 2025Q3: 51,576 shares; 2025Q4: 52,371 shares; 2026Q1: 51,795 shares 51,795 $2.43M 0.36% -576 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: 31,105 shares; 2024Q4: 25,559 shares; 2025Q1: 26,447 shares; 2025Q2: 27,122 shares; 2025Q3: 27,102 shares; 2025Q4: 25,577 shares; 2026Q1: 18,677 shares 18,677 $2.41M 0.36% -6,900 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,670 shares; 2024Q4: 22,320 shares; 2025Q1: 21,961 shares; 2025Q2: 22,001 shares; 2025Q3: 21,201 shares; 2025Q4: 20,376 shares; 2026Q1: 20,301 shares 20,301 $2.38M 0.35% -75 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: 7,495 shares; 2024Q4: 7,035 shares; 2025Q1: 6,869 shares; 2025Q2: 6,869 shares; 2025Q3: 6,449 shares; 2025Q4: 6,856 shares; 2026Q1: 6,600 shares 6,600 $2.32M 0.34% -256 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,443 shares; 2025Q4: 4,443 shares; 2026Q1: 4,423 shares 4,423 $2.31M 0.34% -20 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: 51,814 shares; 2024Q4: 39,335 shares; 2025Q1: 35,880 shares; 2025Q2: 35,700 shares; 2025Q3: 32,130 shares; 2025Q4: 31,915 shares; 2026Q1: 31,915 shares 31,915 $2.29M 0.34% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,543 shares; 2024Q4: 20,741 shares; 2025Q1: 22,248 shares; 2025Q2: 22,248 shares; 2025Q3: 21,738 shares; 2025Q4: 21,658 shares; 2026Q1: 20,583 shares 20,583 $2.25M 0.33% -1,075 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: 6,743 shares; 2024Q4: 6,543 shares; 2025Q1: 6,670 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares; 2026Q1: 6,543 shares 6,543 $2.25M 0.33% -40 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: 52,896 shares; 2024Q4: 46,471 shares; 2025Q1: 46,296 shares; 2025Q2: 45,846 shares; 2025Q3: 45,071 shares; 2025Q4: 43,396 shares; 2026Q1: 42,796 shares 42,796 $2.23M 0.33% -600 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: 519 shares; 2024Q4: 521 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 534 shares; 2026Q1: 528 shares 528 $2.22M 0.33% -6 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,985 shares; 2024Q4: 12,030 shares; 2025Q1: 12,055 shares; 2025Q2: 13,035 shares; 2025Q3: 12,965 shares; 2025Q4: 12,965 shares; 2026Q1: 12,895 shares 12,895 $2.21M 0.33% -70 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: 102,702 shares; 2024Q4: 85,697 shares; 2025Q1: 85,697 shares; 2025Q2: 85,497 shares; 2025Q3: 85,497 shares; 2025Q4: 78,490 shares; 2026Q1: 78,490 shares 78,490 $2.2M 0.33% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,120 shares; 2024Q4: 30,590 shares; 2025Q1: 30,590 shares; 2025Q2: 35,145 shares; 2025Q3: 35,920 shares; 2025Q4: 36,666 shares; 2026Q1: 36,551 shares 36,551 $2.16M 0.32% -115 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: 7,990 shares; 2024Q4: 7,565 shares; 2025Q1: 7,620 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,370 shares; 2026Q1: 7,370 shares 7,370 $2.16M 0.32% 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: 27,960 shares; 2024Q4: 25,820 shares; 2025Q1: 25,820 shares; 2025Q2: 26,495 shares; 2025Q3: 26,326 shares; 2025Q4: 25,765 shares; 2026Q1: 25,765 shares 25,765 $2.16M 0.32% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 21,670 shares; 2025Q1: 24,070 shares; 2025Q2: 27,090 shares; 2025Q3: 27,090 shares; 2025Q4: 26,915 shares; 2026Q1: 26,915 shares 26,915 $2.16M 0.32% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,780 shares; 2025Q1: 26,580 shares; 2025Q2: 28,430 shares; 2025Q3: 28,130 shares; 2025Q4: 29,130 shares; 2026Q1: 29,130 shares 29,130 $2.14M 0.32% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,435 shares; 2025Q3: 10,605 shares; 2025Q4: 10,625 shares; 2026Q1: 10,635 shares 10,635 $2.12M 0.31% +10 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,669 shares; 2025Q1: 3,950 shares; 2025Q2: 4,435 shares; 2025Q3: 5,188 shares; 2025Q4: 5,108 shares; 2026Q1: 7,976 shares 7,976 $2.12M 0.31% +2,868 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: 425 shares; 2024Q4: not reported; 2025Q1: 4,727 shares; 2025Q2: 6,427 shares; 2025Q3: 6,022 shares; 2025Q4: 8,372 shares; 2026Q1: 8,667 shares 8,667 $2.11M 0.31% +295 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: 12,629 shares; 2024Q4: 12,629 shares; 2025Q1: 12,699 shares; 2025Q2: 12,699 shares; 2025Q3: 12,699 shares; 2025Q4: 12,699 shares; 2026Q1: 12,659 shares 12,659 $2.08M 0.31% -40 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,838 shares; 2024Q4: 141,904 shares; 2025Q1: 140,404 shares; 2025Q2: 94,701 shares; 2025Q3: 90,526 shares; 2025Q4: 87,726 shares; 2026Q1: 87,126 shares 87,126 $2.07M 0.31% -600 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: 36,783 shares; 2024Q4: 35,265 shares; 2025Q1: 35,265 shares; 2025Q2: 35,265 shares; 2025Q3: 35,265 shares; 2025Q4: 52,136 shares; 2026Q1: 51,136 shares 51,136 $2.07M 0.31% -1,000 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: 13,823 shares; 2024Q4: 13,223 shares; 2025Q1: 12,664 shares; 2025Q2: 12,504 shares; 2025Q3: 10,896 shares; 2025Q4: 9,896 shares; 2026Q1: 9,826 shares 9,826 $2.04M 0.3% -70 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,590 shares; 2025Q3: 2,540 shares; 2025Q4: 2,552 shares; 2026Q1: 5,945 shares 5,945 $2.02M 0.3% +3,393 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,846 shares; 2024Q4: 6,886 shares; 2025Q1: 6,949 shares; 2025Q2: 7,049 shares; 2025Q3: 9,844 shares; 2025Q4: 9,709 shares; 2026Q1: 10,268 shares 10,268 $2.01M 0.3% +559 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: 19,581 shares; 2024Q4: 19,095 shares; 2025Q1: 19,085 shares; 2025Q2: 19,485 shares; 2025Q3: 19,285 shares; 2025Q4: 19,285 shares; 2026Q1: 18,985 shares 18,985 $1.95M 0.29% -300 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,265 shares; 2025Q1: 6,265 shares; 2025Q2: 6,565 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,480 shares 6,480 $1.93M 0.29% +30 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: 13,076 shares; 2024Q4: 11,106 shares; 2025Q1: 11,106 shares; 2025Q2: 11,056 shares; 2025Q3: 11,056 shares; 2025Q4: 10,806 shares; 2026Q1: 9,511 shares 9,511 $1.93M 0.29% -1,295 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 11,595 shares; 2025Q1: 11,445 shares; 2025Q2: 11,025 shares; 2025Q3: 10,975 shares; 2025Q4: 10,975 shares; 2026Q1: 10,525 shares 10,525 $1.88M 0.28% -450 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,984 shares; 2025Q2: 7,434 shares; 2025Q3: 7,834 shares; 2025Q4: 7,900 shares; 2026Q1: 10,253 shares 10,253 $1.88M 0.28% +2,353 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,725 shares; 2024Q4: 13,725 shares; 2025Q1: 13,725 shares; 2025Q2: 13,635 shares; 2025Q3: 13,635 shares; 2025Q4: 13,635 shares; 2026Q1: 13,635 shares 13,635 $1.85M 0.27% 0 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: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,904 shares 1,904 $1.83M 0.27% -15 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: 1,895 shares; 2024Q4: 2,134 shares; 2025Q1: 2,284 shares; 2025Q2: 2,400 shares; 2025Q3: 2,768 shares; 2025Q4: 2,797 shares; 2026Q1: 2,793 shares 2,793 $1.82M 0.27% -4 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: 1,650 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,265 shares; 2025Q4: 3,870 shares; 2026Q1: 3,720 shares 3,720 $1.77M 0.26% -150 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: not reported; 2024Q4: not reported; 2025Q1: 5,171 shares; 2025Q2: 8,144 shares; 2025Q3: 8,901 shares; 2025Q4: 9,131 shares; 2026Q1: 8,805 shares 8,805 $1.75M 0.26% -326 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: 15,983 shares; 2024Q4: 14,073 shares; 2025Q1: 14,588 shares; 2025Q2: 15,568 shares; 2025Q3: 15,958 shares; 2025Q4: 15,563 shares; 2026Q1: 18,776 shares 18,776 $1.74M 0.26% +3,213 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,124 shares; 2024Q4: 21,324 shares; 2025Q1: 18,924 shares; 2025Q2: 18,924 shares; 2025Q3: 18,432 shares; 2025Q4: 18,432 shares; 2026Q1: 18,432 shares 18,432 $1.73M 0.26% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,980 shares; 2024Q4: 7,925 shares; 2025Q1: 8,540 shares; 2025Q2: 8,480 shares; 2025Q3: 8,230 shares; 2025Q4: 8,990 shares; 2026Q1: 8,990 shares 8,990 $1.7M 0.25% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,400 shares; 2024Q4: 69,400 shares; 2025Q1: 69,400 shares; 2025Q2: 69,400 shares; 2025Q3: 69,400 shares; 2025Q4: 68,400 shares; 2026Q1: 55,400 shares 55,400 $1.65M 0.24% -13,000 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 42,840 shares; 2025Q1: 27,780 shares; 2025Q2: 29,145 shares; 2025Q3: 29,145 shares; 2025Q4: 28,695 shares; 2026Q1: 28,695 shares 28,695 $1.63M 0.24% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 42,993 shares; 2025Q1: 43,913 shares; 2025Q2: 46,188 shares; 2025Q3: 34,860 shares; 2025Q4: 35,860 shares; 2026Q1: 35,860 shares 35,860 $1.62M 0.24% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,153 shares; 2024Q4: 59,352 shares; 2025Q1: 41,020 shares; 2025Q2: 41,020 shares; 2025Q3: 41,020 shares; 2025Q4: 40,060 shares; 2026Q1: 40,060 shares 40,060 $1.61M 0.24% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,791 shares; 2024Q4: 16,791 shares; 2025Q1: 16,791 shares; 2025Q2: 16,791 shares; 2025Q3: 16,666 shares; 2025Q4: 17,046 shares; 2026Q1: 17,071 shares 17,071 $1.57M 0.23% +25 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 1,255 shares; 2025Q3: 1,332 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $1.54M 0.23% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,067 shares; 2024Q4: 6,717 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 6,617 shares; 2026Q1: 6,617 shares 6,617 $1.54M 0.23% 0 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: 40,784 shares; 2024Q4: 38,191 shares; 2025Q1: 36,391 shares; 2025Q2: 36,151 shares; 2025Q3: 22,001 shares; 2025Q4: 17,133 shares; 2026Q1: 28,253 shares 28,253 $1.45M 0.21% +11,120 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,740 shares; 2024Q4: 23,740 shares; 2025Q1: 23,740 shares; 2025Q2: 23,740 shares; 2025Q3: 23,740 shares; 2025Q4: 23,740 shares; 2026Q1: 23,640 shares 23,640 $1.45M 0.21% -100 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: 7,134 shares; 2024Q4: 4,334 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,682 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares 4,653 $1.45M 0.21% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 15,900 shares; 2025Q1: 15,900 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,200 shares; 2026Q1: 15,200 shares 15,200 $1.42M 0.21% 0 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: 2,352 shares; 2024Q4: 1,442 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,372 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $1.42M 0.21% 0 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: 6,291 shares; 2024Q4: 5,216 shares; 2025Q1: 5,216 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 4,790 shares; 2026Q1: 4,790 shares 4,790 $1.37M 0.2% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $1.37M 0.2% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,890 shares; 2025Q1: 5,575 shares; 2025Q2: 8,840 shares; 2025Q3: 9,315 shares; 2025Q4: 9,575 shares; 2026Q1: 8,930 shares 8,930 $1.37M 0.2% -645 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 14,695 shares; 2025Q1: 14,695 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,050 shares; 2026Q1: 15,430 shares 15,430 $1.35M 0.2% +2,380 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,025 shares; 2025Q1: 7,485 shares; 2025Q2: 33,920 shares; 2025Q3: 45,620 shares; 2025Q4: 40,020 shares; 2026Q1: 44,220 shares 44,220 $1.33M 0.2% +4,200 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: 58,869 shares; 2024Q4: 48,515 shares; 2025Q1: 47,015 shares; 2025Q2: 47,981 shares; 2025Q3: 46,859 shares; 2025Q4: 45,688 shares; 2026Q1: 45,688 shares 45,688 $1.32M 0.2% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,560 shares 13,560 $1.3M 0.19% new 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: 11,049 shares; 2024Q4: 10,399 shares; 2025Q1: 10,399 shares; 2025Q2: 10,399 shares; 2025Q3: 10,174 shares; 2025Q4: 10,008 shares; 2026Q1: 9,858 shares 9,858 $1.3M 0.19% -150 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,320 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares; 2026Q1: 15,840 shares 15,840 $1.29M 0.19% +3,640 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: 4,000 shares; 2024Q4: 3,700 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $1.29M 0.19% 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: 18,386 shares; 2024Q4: 15,553 shares; 2025Q1: 15,553 shares; 2025Q2: 15,278 shares; 2025Q3: 13,988 shares; 2025Q4: 13,313 shares; 2026Q1: 13,080 shares 13,080 $1.29M 0.19% -233 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 8,760 shares; 2025Q1: 8,760 shares; 2025Q2: 8,421 shares; 2025Q3: 8,365 shares; 2025Q4: 28,239 shares; 2026Q1: 28,739 shares 28,739 $1.28M 0.19% +500 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: 14,124 shares; 2024Q4: 13,308 shares; 2025Q1: 13,308 shares; 2025Q2: 13,308 shares; 2025Q3: 13,008 shares; 2025Q4: 12,908 shares; 2026Q1: 12,960 shares 12,960 $1.27M 0.19% +52 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: 945 shares; 2024Q4: 1,065 shares; 2025Q1: 1,415 shares; 2025Q2: 1,618 shares; 2025Q3: 2,228 shares; 2025Q4: 2,494 shares; 2026Q1: 4,284 shares 4,284 $1.27M 0.19% +1,790 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 4,320 shares; 2025Q1: 6,070 shares; 2025Q2: 6,055 shares; 2025Q3: 5,830 shares; 2025Q4: 5,770 shares; 2026Q1: 5,770 shares 5,770 $1.25M 0.18% 0 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: 4,574 shares; 2024Q4: 4,344 shares; 2025Q1: 4,604 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares; 2026Q1: 4,604 shares 4,604 $1.25M 0.18% 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: 11,500 shares; 2024Q4: 10,775 shares; 2025Q1: 10,763 shares; 2025Q2: 10,763 shares; 2025Q3: 10,753 shares; 2025Q4: 11,143 shares; 2026Q1: 5,008 shares 5,008 $1.24M 0.18% -6,135 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,620 shares; 2024Q4: 22,020 shares; 2025Q1: 21,612 shares; 2025Q2: 21,612 shares; 2025Q3: 20,812 shares; 2025Q4: 20,712 shares; 2026Q1: 20,712 shares 20,712 $1.22M 0.18% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,855 shares; 2024Q4: 54,001 shares; 2025Q1: 54,001 shares; 2025Q2: 54,001 shares; 2025Q3: 53,868 shares; 2025Q4: 49,148 shares; 2026Q1: 49,148 shares 49,148 $1.2M 0.18% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,485 shares; 2024Q4: 13,310 shares; 2025Q1: 12,400 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares 12,100 $1.18M 0.17% 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: 8,447 shares; 2024Q4: 7,427 shares; 2025Q1: 7,427 shares; 2025Q2: 3,832 shares; 2025Q3: 3,772 shares; 2025Q4: 3,291 shares; 2026Q1: 3,291 shares 3,291 $1.17M 0.17% 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: 14,120 shares; 2024Q4: 12,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,010 shares; 2025Q3: 12,010 shares; 2025Q4: 12,010 shares; 2026Q1: 12,010 shares 12,010 $1.17M 0.17% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 3,550 shares; 2026Q1: 3,550 shares 3,550 $1.17M 0.17% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares 4,140 $1.16M 0.17% 0 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: 4,118 shares; 2024Q4: 3,482 shares; 2025Q1: 3,438 shares; 2025Q2: 3,452 shares; 2025Q3: 3,453 shares; 2025Q4: 3,453 shares; 2026Q1: 3,581 shares 3,581 $1.15M 0.17% +128 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: 7,074 shares; 2024Q4: 5,899 shares; 2025Q1: 5,899 shares; 2025Q2: 3,499 shares; 2025Q3: 3,499 shares; 2025Q4: 2,709 shares; 2026Q1: 3,939 shares 3,939 $1.14M 0.17% +1,230 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,154 shares; 2024Q4: 15,154 shares; 2025Q1: 15,154 shares; 2025Q2: 15,154 shares; 2025Q3: 15,154 shares; 2025Q4: 15,154 shares; 2026Q1: 15,154 shares 15,154 $1.14M 0.17% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,125 shares; 2024Q4: 15,125 shares; 2025Q1: 15,125 shares; 2025Q2: 15,125 shares; 2025Q3: 15,125 shares; 2025Q4: 15,125 shares; 2026Q1: 15,125 shares 15,125 $1.13M 0.17% 0 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: 22,292 shares; 2024Q4: 20,812 shares; 2025Q1: 18,394 shares; 2025Q2: 18,620 shares; 2025Q3: 18,620 shares; 2025Q4: 18,480 shares; 2026Q1: 18,230 shares 18,230 $1.13M 0.17% -250 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,900 shares; 2024Q4: 40,300 shares; 2025Q1: 40,300 shares; 2025Q2: 39,900 shares; 2025Q3: 39,900 shares; 2025Q4: 39,900 shares; 2026Q1: 38,342 shares 38,342 $1.13M 0.17% -1,558 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,546 shares; 2024Q4: 13,199 shares; 2025Q1: 13,199 shares; 2025Q2: 11,911 shares; 2025Q3: 11,911 shares; 2025Q4: 11,836 shares; 2026Q1: 11,836 shares 11,836 $1.1M 0.16% 0 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: 36,925 shares; 2024Q4: 36,207 shares; 2025Q1: 23,707 shares; 2025Q2: 23,707 shares; 2025Q3: 23,707 shares; 2025Q4: 22,407 shares; 2026Q1: 22,407 shares 22,407 $1.1M 0.16% 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: 9,080 shares; 2024Q4: 8,335 shares; 2025Q1: 8,335 shares; 2025Q2: 8,560 shares; 2025Q3: 7,910 shares; 2025Q4: 7,475 shares; 2026Q1: 7,375 shares 7,375 $1.07M 0.16% -100 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: 3,065 shares; 2024Q4: 2,970 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,660 shares; 2025Q4: 1,685 shares; 2026Q1: 1,730 shares 1,730 $1.05M 0.15% +45 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,224 shares; 2025Q1: 8,224 shares; 2025Q2: 8,224 shares; 2025Q3: 8,224 shares; 2025Q4: 8,224 shares; 2026Q1: 8,224 shares 8,224 $1.04M 0.15% 0 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,530 shares; 2024Q4: 21,995 shares; 2025Q1: 21,995 shares; 2025Q2: 22,185 shares; 2025Q3: 18,085 shares; 2025Q4: 18,085 shares; 2026Q1: 18,085 shares 18,085 $1.02M 0.15% 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: 17,993 shares; 2026Q1: 17,905 shares 17,905 $1.02M 0.15% -88 Timeline BKV BKV CORP More: the full row for BKV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,010 shares; 2025Q1: 26,410 shares; 2025Q2: 27,750 shares; 2025Q3: 27,750 shares; 2025Q4: 35,055 shares; 2026Q1: 34,655 shares 34,655 $988K 0.15% -400 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: 11,278 shares; 2024Q4: 9,134 shares; 2025Q1: 9,695 shares; 2025Q2: 9,845 shares; 2025Q3: 8,914 shares; 2025Q4: 8,141 shares; 2026Q1: 8,141 shares 8,141 $987K 0.15% 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: 8,580 shares; 2026Q1: 8,517 shares 8,517 $983K 0.15% -63 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: 31,975 shares; 2024Q4: 29,936 shares; 2025Q1: 29,101 shares; 2025Q2: 27,809 shares; 2025Q3: 25,065 shares; 2025Q4: 23,391 shares; 2026Q1: 23,391 shares 23,391 $974K 0.14% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares; 2026Q1: 3,398 shares 3,398 $964K 0.14% +1,090 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 1,975 shares; 2025Q2: 6,372 shares; 2025Q3: 6,751 shares; 2025Q4: 2,937 shares; 2026Q1: 3,106 shares 3,106 $961K 0.14% +169 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: 7,703 shares; 2024Q4: 7,128 shares; 2025Q1: 7,173 shares; 2025Q2: 7,906 shares; 2025Q3: 7,481 shares; 2025Q4: 6,456 shares; 2026Q1: 6,456 shares 6,456 $950K 0.14% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 5,732 shares; 2025Q1: 5,672 shares; 2025Q2: 5,487 shares; 2025Q3: 5,087 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares 5,087 $949K 0.14% 0 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: 2,462 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares 1,897 $948K 0.14% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,790 shares; 2024Q4: 13,790 shares; 2025Q1: 13,700 shares; 2025Q2: 14,200 shares; 2025Q3: 14,125 shares; 2025Q4: 13,275 shares; 2026Q1: 13,275 shares 13,275 $920K 0.14% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,675 shares; 2024Q4: 17,260 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,275 shares; 2026Q1: 14,275 shares 14,275 $915K 0.14% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $908K 0.13% 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: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 4,045 shares; 2025Q2: 4,045 shares; 2025Q3: 6,429 shares; 2025Q4: 7,730 shares; 2026Q1: 7,535 shares 7,535 $894K 0.13% -195 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: 3,291 shares; 2024Q4: 2,316 shares; 2025Q1: 2,381 shares; 2025Q2: 2,381 shares; 2025Q3: 1,760 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares 1,860 $891K 0.13% 0 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: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,620 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,560 shares; 2026Q1: 1,535 shares 1,535 $878K 0.13% -25 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: 6,525 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,725 shares 5,725 $874K 0.13% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 6,356 shares; 2025Q1: 16,092 shares; 2025Q2: 4,912 shares; 2025Q3: 19,098 shares; 2025Q4: 7,498 shares; 2026Q1: 13,838 shares 13,838 $856K 0.13% +6,340 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: 6,940 shares; 2024Q4: 4,645 shares; 2025Q1: 4,645 shares; 2025Q2: 4,645 shares; 2025Q3: 4,645 shares; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares 4,345 $844K 0.12% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 11,235 shares; 2025Q1: 11,235 shares; 2025Q2: 11,415 shares; 2025Q3: 11,415 shares; 2025Q4: 11,415 shares; 2026Q1: 11,415 shares 11,415 $841K 0.12% 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: 13,230 shares; 2024Q4: 10,905 shares; 2025Q1: 18,545 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 9,385 shares; 2026Q1: 9,385 shares 9,385 $841K 0.12% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 3,697 shares; 2026Q1: 3,697 shares 3,697 $836K 0.12% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $831K 0.12% 0 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: 6,225 shares; 2024Q4: 4,590 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $830K 0.12% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares 2,970 $822K 0.12% 0 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: 19,587 shares; 2024Q4: 18,714 shares; 2025Q1: 18,676 shares; 2025Q2: 18,399 shares; 2025Q3: 18,177 shares; 2025Q4: 17,878 shares; 2026Q1: 17,845 shares 17,845 $817K 0.12% -33 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares 3,490 $814K 0.12% 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: 14,095 shares; 2024Q4: 12,010 shares; 2025Q1: 12,010 shares; 2025Q2: 12,010 shares; 2025Q3: 9,210 shares; 2025Q4: 8,610 shares; 2026Q1: 8,610 shares 8,610 $801K 0.12% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,275 shares; 2024Q4: 10,875 shares; 2025Q1: 10,650 shares; 2025Q2: 7,850 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares; 2026Q1: 6,440 shares 6,440 $792K 0.12% -50 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,725 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 7,925 shares; 2026Q1: 7,925 shares 7,925 $788K 0.12% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $775K 0.11% 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: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,868 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares; 2026Q1: 1,818 shares 1,818 $773K 0.11% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,900 shares; 2024Q4: 11,260 shares; 2025Q1: 12,020 shares; 2025Q2: 12,020 shares; 2025Q3: 12,020 shares; 2025Q4: 12,020 shares; 2026Q1: 12,020 shares 12,020 $770K 0.11% 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: 17,800 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 8,370 shares 8,370 $768K 0.11% -1,130 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: 7,100 shares; 2024Q4: 6,970 shares; 2025Q1: 6,970 shares; 2025Q2: 6,700 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $753K 0.11% 0 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: 1,189 shares; 2024Q4: 1,089 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $744K 0.11% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 3,223 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 3,459 shares; 2025Q4: 3,459 shares; 2026Q1: 3,459 shares 3,459 $744K 0.11% 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: 16,097 shares; 2024Q4: 14,258 shares; 2025Q1: 14,258 shares; 2025Q2: 14,258 shares; 2025Q3: 14,258 shares; 2025Q4: 12,858 shares; 2026Q1: 12,858 shares 12,858 $741K 0.11% 0 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $738K 0.11% 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: 14,800 shares; 2024Q4: 7,400 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 7,560 shares 7,560 $705K 0.1% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 5,690 shares; 2025Q1: 6,040 shares; 2025Q2: 6,565 shares; 2025Q3: 6,240 shares; 2025Q4: 14,366 shares; 2026Q1: 8,866 shares 8,866 $698K 0.1% -5,500 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,230 shares; 2024Q4: 8,962 shares; 2025Q1: 8,762 shares; 2025Q2: 8,762 shares; 2025Q3: 7,212 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares 6,512 $696K 0.1% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,951 shares; 2024Q4: 21,974 shares; 2025Q1: 21,974 shares; 2025Q2: 18,374 shares; 2025Q3: 17,124 shares; 2025Q4: 16,474 shares; 2026Q1: 16,216 shares 16,216 $688K 0.1% -258 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: 27,937 shares; 2024Q4: 26,655 shares; 2025Q1: 15,003 shares; 2025Q2: 8,003 shares; 2025Q3: 8,003 shares; 2025Q4: 8,003 shares; 2026Q1: 8,003 shares 8,003 $682K 0.1% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,838 shares; 2024Q4: 8,795 shares; 2025Q1: 9,455 shares; 2025Q2: 9,933 shares; 2025Q3: 9,696 shares; 2025Q4: 9,489 shares; 2026Q1: 9,489 shares 9,489 $675K 0.1% 0 Timeline VWO 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: 24,635 shares; 2024Q4: 14,060 shares; 2025Q1: 14,060 shares; 2025Q2: 14,060 shares; 2025Q3: 12,360 shares; 2025Q4: 12,360 shares; 2026Q1: 12,360 shares 12,360 $668K 0.1% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 1,980 shares 1,980 $661K 0.1% -100 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $659K 0.1% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,190 shares; 2024Q4: 5,690 shares; 2025Q1: 5,990 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 9,620 shares; 2026Q1: 9,760 shares 9,760 $636K 0.09% +140 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: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 4,293 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares; 2026Q1: 4,789 shares 4,789 $628K 0.09% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares 1,790 $616K 0.09% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,625 shares; 2026Q1: 2,820 shares 2,820 $612K 0.09% +195 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: 10,961 shares; 2024Q4: 9,701 shares; 2025Q1: 9,701 shares; 2025Q2: 9,701 shares; 2025Q3: 9,250 shares; 2025Q4: 7,686 shares; 2026Q1: 7,686 shares 7,686 $612K 0.09% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,703 shares; 2024Q4: 7,503 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,670 shares; 2025Q4: 4,626 shares; 2026Q1: 4,626 shares 4,626 $606K 0.09% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,434 shares; 2025Q1: 6,434 shares; 2025Q2: 6,434 shares; 2025Q3: 6,434 shares; 2025Q4: 6,434 shares; 2026Q1: 6,434 shares 6,434 $597K 0.09% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,040 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,300 shares; 2026Q1: 4,200 shares 4,200 $593K 0.09% -100 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,243 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,043 shares; 2026Q1: 3,043 shares 3,043 $580K 0.09% 0 Timeline GDXJ 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: 11,200 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 4,800 shares 4,800 $576K 0.09% -800 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,757 shares; 2025Q1: 4,757 shares; 2025Q2: 5,532 shares; 2025Q3: 5,332 shares; 2025Q4: 5,332 shares; 2026Q1: 7,609 shares 7,609 $562K 0.08% +2,277 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,420 shares; 2026Q1: 9,420 shares 9,420 $559K 0.08% 0 Timeline SCHV 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: 12,140 shares; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares; 2026Q1: 18,210 shares 18,210 $555K 0.08% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $553K 0.08% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,934 shares; 2024Q4: 46,201 shares; 2025Q1: 46,201 shares; 2025Q2: 45,069 shares; 2025Q3: 40,569 shares; 2025Q4: 27,944 shares; 2026Q1: 27,944 shares 27,944 $537K 0.08% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares 3,429 $533K 0.08% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: not reported; 2025Q1: 6,510 shares; 2025Q2: 6,610 shares; 2025Q3: 6,598 shares; 2025Q4: 7,854 shares; 2026Q1: 7,869 shares 7,869 $531K 0.08% +15 Timeline VFC V F CORP More: the full row for V F 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: 27,010 shares; 2025Q3: 28,750 shares; 2025Q4: 32,350 shares; 2026Q1: 32,150 shares 32,150 $503K 0.07% -200 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,099 shares; 2024Q4: 40,534 shares; 2025Q1: 39,534 shares; 2025Q2: 38,134 shares; 2025Q3: 36,634 shares; 2025Q4: 36,484 shares; 2026Q1: 31,484 shares 31,484 $501K 0.07% -5,000 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 7,054 shares; 2025Q1: 7,558 shares; 2025Q2: 7,493 shares; 2025Q3: 6,658 shares; 2025Q4: 3,312 shares; 2026Q1: 3,304 shares 3,304 $496K 0.07% -8 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 8,024 shares; 2025Q1: 7,464 shares; 2025Q2: 7,352 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares 7,430 $485K 0.07% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,989 shares; 2024Q4: 12,289 shares; 2025Q1: 12,289 shares; 2025Q2: 11,475 shares; 2025Q3: 11,475 shares; 2025Q4: 11,475 shares; 2026Q1: 11,475 shares 11,475 $481K 0.07% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,220 shares 1,220 $481K 0.07% -20 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $476K 0.07% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,318 shares; 2024Q4: 42,279 shares; 2025Q1: 44,154 shares; 2025Q2: 44,304 shares; 2025Q3: 40,204 shares; 2025Q4: 28,488 shares; 2026Q1: 28,288 shares 28,288 $475K 0.07% -200 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,739 shares; 2025Q1: 5,739 shares; 2025Q2: 6,089 shares; 2025Q3: 5,969 shares; 2025Q4: 5,969 shares; 2026Q1: 5,939 shares 5,939 $474K 0.07% -30 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: 6,911 shares; 2024Q4: 3,811 shares; 2025Q1: 3,811 shares; 2025Q2: 3,811 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares 4,911 $474K 0.07% 0 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares 1,131 $471K 0.07% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $454K 0.07% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $452K 0.07% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $452K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $446K 0.07% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $439K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,011 shares; 2025Q4: 3,011 shares; 2026Q1: 3,011 shares 3,011 $429K 0.06% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 7,524 shares; 2025Q1: 7,524 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,524 shares; 2026Q1: 7,524 shares 7,524 $420K 0.06% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 29,850 shares; 2025Q1: 29,650 shares; 2025Q2: 30,925 shares; 2025Q3: 25,625 shares; 2025Q4: 21,425 shares; 2026Q1: 18,425 shares 18,425 $419K 0.06% -3,000 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: not reported; 2024Q4: not reported; 2025Q1: 2,617 shares; 2025Q2: 2,657 shares; 2025Q3: 2,681 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares 3,305 $411K 0.06% 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: 7,075 shares; 2024Q4: 5,275 shares; 2025Q1: 5,340 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 4,720 shares; 2026Q1: 4,720 shares 4,720 $409K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,988 shares; 2025Q4: 2,008 shares; 2026Q1: 2,008 shares 2,008 $408K 0.06% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,090 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 16,560 shares; 2025Q3: 28,860 shares; 2025Q4: 28,860 shares; 2026Q1: 15,100 shares 15,100 $408K 0.06% -13,760 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $405K 0.06% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA 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: 1,600 shares 1,600 $401K 0.06% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares 1,388 $399K 0.06% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,565 shares; 2025Q4: 1,365 shares; 2026Q1: 1,215 shares 1,215 $389K 0.06% -150 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: 12,005 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 7,865 shares; 2026Q1: 7,865 shares 7,865 $383K 0.06% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 5,492 shares; 2025Q1: 6,863 shares; 2025Q2: 6,863 shares; 2025Q3: 6,863 shares; 2025Q4: 4,163 shares; 2026Q1: 4,100 shares 4,100 $371K 0.05% -63 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 2,914 shares 2,914 $371K 0.05% -100 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,378 shares; 2026Q1: 2,133 shares 2,133 $368K 0.05% -245 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,466 shares; 2026Q1: 2,328 shares 2,328 $366K 0.05% -138 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 3,791 shares 3,791 $366K 0.05% -150 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: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 733 shares 733 $363K 0.05% -10 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,865 shares; 2026Q1: 6,890 shares 6,890 $360K 0.05% -11,975 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,976 shares 1,976 $356K 0.05% +643 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,295 shares; 2024Q4: 5,295 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,795 shares; 2025Q4: 4,795 shares; 2026Q1: 4,795 shares 4,795 $342K 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: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares 1,801 $341K 0.05% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 2,650 shares; 2025Q2: 2,850 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $330K 0.05% 0 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: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $328K 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares 1,792 $326K 0.05% 0 Timeline VEU 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: 6,527 shares; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,611 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: 4,246 shares 4,246 $319K 0.05% +635 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524 $319K 0.05% 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: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 2,479 shares 2,479 $318K 0.05% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: not reported; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $317K 0.05% 0 Timeline VTHR 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: 2,200 shares; 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 $316K 0.05% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,150 shares; 2025Q1: 2,390 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares 1,790 $309K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $303K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares 2,912 $302K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $300K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,032 shares; 2025Q4: 3,892 shares; 2026Q1: 3,892 shares 3,892 $300K 0.04% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,640 shares; 2025Q1: 5,310 shares; 2025Q2: 6,425 shares; 2025Q3: 6,185 shares; 2025Q4: 6,255 shares; 2026Q1: 5,735 shares 5,735 $291K 0.04% -520 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,650 shares 1,650 $290K 0.04% -160 Timeline BIV 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: 5,912 shares; 2024Q4: 5,912 shares; 2025Q1: 5,912 shares; 2025Q2: 5,912 shares; 2025Q3: 5,912 shares; 2025Q4: 3,662 shares; 2026Q1: 3,662 shares 3,662 $283K 0.04% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,250 shares; 2025Q1: 5,100 shares; 2025Q2: 4,150 shares; 2025Q3: 4,100 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $279K 0.04% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6,347 shares; 2025Q1: 6,347 shares; 2025Q2: 6,347 shares; 2025Q3: 6,347 shares; 2025Q4: 3,547 shares; 2026Q1: 3,547 shares 3,547 $278K 0.04% 0 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: 1,527 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,325 shares 1,325 $275K 0.04% -2 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: not reported; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $273K 0.04% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 10,768 shares; 2025Q1: 10,768 shares; 2025Q2: 10,768 shares; 2025Q3: 10,768 shares; 2025Q4: 10,768 shares; 2026Q1: 10,768 shares 10,768 $267K 0.04% 0 Timeline EFV 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: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares; 2026Q1: 3,561 shares 3,561 $265K 0.04% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,513 shares; 2024Q4: 44,453 shares; 2025Q1: 43,428 shares; 2025Q2: 43,326 shares; 2025Q3: 43,316 shares; 2025Q4: 43,316 shares; 2026Q1: 43,316 shares 43,316 $259K 0.04% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares 7,900 $259K 0.04% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares; 2026Q1: 2,841 shares 2,841 $257K 0.04% 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: 4,348 shares; 2024Q4: 3,595 shares; 2025Q1: 3,545 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares 3,460 $251K 0.04% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: not reported; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257 $246K 0.04% 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $246K 0.04% 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: 6,052 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 3,852 shares; 2025Q4: 3,852 shares; 2026Q1: 3,852 shares 3,852 $242K 0.04% 0 Timeline IJK 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: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 2,352 shares; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares 2,352 $237K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,049 shares; 2024Q4: 8,049 shares; 2025Q1: 6,609 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares; 2025Q4: 6,184 shares; 2026Q1: 6,184 shares 6,184 $236K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,457 shares; 2025Q1: 1,457 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $229K 0.03% 0 Timeline IDV 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: 5,315 shares; 2026Q1: 5,315 shares 5,315 $226K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares 1,090 $226K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,988 shares 1,988 $225K 0.03% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 640 shares 640 $221K 0.03% new 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: 30,095 shares; 2024Q4: 29,710 shares; 2025Q1: 29,931 shares; 2025Q2: 30,851 shares; 2025Q3: 32,451 shares; 2025Q4: 10,916 shares; 2026Q1: 4,865 shares 4,865 $220K 0.03% -6,051 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,438 shares; 2024Q4: not reported; 2025Q1: 10,325 shares; 2025Q2: 10,225 shares; 2025Q3: 10,225 shares; 2025Q4: 10,225 shares; 2026Q1: 9,975 shares 9,975 $218K 0.03% -250 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,700 shares; 2024Q4: 50,300 shares; 2025Q1: 50,300 shares; 2025Q2: 50,300 shares; 2025Q3: 39,300 shares; 2025Q4: 16,300 shares; 2026Q1: 10,450 shares 10,450 $217K 0.03% -5,850 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $216K 0.03% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 8,731 shares; 2025Q1: 8,731 shares; 2025Q2: 8,731 shares; 2025Q3: 8,631 shares; 2025Q4: 3,152 shares; 2026Q1: 2,902 shares 2,902 $216K 0.03% -250 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: 2,700 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $216K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,192 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 3,732 shares 3,732 $210K 0.03% -460 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $209K 0.03% 0 Timeline SCHE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,305 shares; 2025Q4: 6,305 shares; 2026Q1: 6,305 shares 6,305 $208K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,778 shares; 2025Q4: not reported; 2026Q1: 1,778 shares 1,778 $206K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,000 shares 3,000 $204K 0.03% -500 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares 576 $204K 0.03% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,520 shares; 2025Q2: 3,520 shares; 2025Q3: 3,520 shares; 2025Q4: not reported; 2026Q1: 2,270 shares 2,270 $200K 0.03% new Timeline MLSS MILESTONE SCIENTIFIC INC More: the full row for MILESTONE SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $4.32K <0.01% 0 Timeline