FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,413 shares; 2024Q4: 387,514 shares; 2025Q1: 397,105 shares; 2025Q2: 453,825 shares; 2025Q3: 347,307 shares; 2025Q4: 443,329 shares; 2026Q1: 519,004 shares 519,004 $13.3M 4.61% +75,675 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: 16,702 shares; 2024Q4: 15,863 shares; 2025Q1: 9,257 shares; 2025Q2: 13,039 shares; 2025Q3: 21,653 shares; 2025Q4: 21,845 shares; 2026Q1: 18,624 shares 18,624 $12.1M 4.18% -3,221 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,456 shares; 2024Q4: 115,584 shares; 2025Q1: 127,350 shares; 2025Q2: 130,338 shares; 2025Q3: 127,532 shares; 2025Q4: 129,883 shares; 2026Q1: 150,213 shares 150,213 $8.67M 2.99% +20,330 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,936 shares; 2024Q4: 36,720 shares; 2025Q1: 28,548 shares; 2025Q2: 31,822 shares; 2025Q3: 33,617 shares; 2025Q4: 35,778 shares; 2026Q1: 38,240 shares 38,240 $6.67M 2.3% +2,462 Timeline SPDW 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: 67,856 shares; 2024Q4: 74,602 shares; 2025Q1: 169,519 shares; 2025Q2: 50,769 shares; 2025Q3: 90,346 shares; 2025Q4: 142,944 shares; 2026Q1: 137,514 shares 137,514 $6.28M 2.17% -5,430 Timeline SPEM 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: 140,349 shares; 2024Q4: 133,119 shares; 2025Q1: 142,400 shares; 2025Q2: 88,340 shares; 2025Q3: 112,484 shares; 2025Q4: 116,714 shares; 2026Q1: 133,385 shares 133,385 $6.26M 2.16% +16,671 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: 27,937 shares; 2024Q4: 30,362 shares; 2025Q1: 15,565 shares; 2025Q2: 18,205 shares; 2025Q3: 18,799 shares; 2025Q4: 19,981 shares; 2026Q1: 22,614 shares 22,614 $5.74M 1.98% +2,633 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: 12,330 shares; 2024Q4: 8,253 shares; 2025Q1: 6,825 shares; 2025Q2: 3,317 shares; 2025Q3: 5,672 shares; 2025Q4: 6,017 shares; 2026Q1: 8,050 shares 8,050 $5.26M 1.81% +2,033 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: 16,870 shares; 2024Q4: 17,368 shares; 2025Q1: 12,386 shares; 2025Q2: 15,816 shares; 2025Q3: 15,824 shares; 2025Q4: 16,979 shares; 2026Q1: 17,591 shares 17,591 $5.06M 1.75% +612 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: 12,457 shares; 2024Q4: 13,042 shares; 2025Q1: 9,921 shares; 2025Q2: 10,753 shares; 2025Q3: 11,466 shares; 2025Q4: 12,701 shares; 2026Q1: 12,933 shares 12,933 $4.79M 1.65% +232 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,164 shares; 2025Q1: 96,165 shares; 2025Q2: 57,944 shares; 2025Q3: 116,345 shares; 2025Q4: 75,060 shares; 2026Q1: 109,527 shares 109,527 $3.86M 1.33% +34,467 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,877 shares; 2026Q1: 41,899 shares 41,899 $3.81M 1.32% +22 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: 15,693 shares; 2024Q4: 16,555 shares; 2025Q1: 11,084 shares; 2025Q2: 12,753 shares; 2025Q3: 14,502 shares; 2025Q4: 16,680 shares; 2026Q1: 17,983 shares 17,983 $3.75M 1.29% +1,303 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,165 shares; 2024Q4: 90,140 shares; 2025Q1: 105,919 shares; 2025Q2: 258,307 shares; 2025Q3: 28,987 shares; 2025Q4: 69,923 shares; 2026Q1: 135,214 shares 135,214 $3.46M 1.2% +65,291 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: 9,900 shares; 2024Q4: 14,177 shares; 2025Q1: 13,020 shares; 2025Q2: 13,452 shares; 2025Q3: 13,858 shares; 2025Q4: 14,565 shares; 2026Q1: 16,576 shares 16,576 $3.43M 1.18% +2,011 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: 12,052 shares; 2024Q4: 14,660 shares; 2025Q1: 15,205 shares; 2025Q2: 16,651 shares; 2025Q3: 16,844 shares; 2025Q4: 15,185 shares; 2026Q1: 15,361 shares 15,361 $3.34M 1.15% +176 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 11,235 shares; 2025Q1: 8,197 shares; 2025Q2: 10,337 shares; 2025Q3: 6,282 shares; 2025Q4: 5,409 shares; 2026Q1: 7,743 shares 7,743 $3.33M 1.15% +2,334 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: 65,915 shares; 2024Q4: 64,737 shares; 2025Q1: 57,259 shares; 2025Q2: 59,267 shares; 2025Q3: 63,810 shares; 2025Q4: 46,687 shares; 2026Q1: 62,417 shares 62,417 $3.13M 1.08% +15,730 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: 3,748 shares; 2024Q4: 3,905 shares; 2025Q1: 3,012 shares; 2025Q2: 3,504 shares; 2025Q3: 4,537 shares; 2025Q4: 5,107 shares; 2026Q1: 5,319 shares 5,319 $3.04M 1.05% +212 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: 46,437 shares; 2024Q4: 45,385 shares; 2025Q1: 44,704 shares; 2025Q2: 45,894 shares; 2025Q3: 54,228 shares; 2025Q4: 55,222 shares; 2026Q1: 57,086 shares 57,086 $2.97M 1.02% +1,864 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: 50,142 shares; 2024Q4: 48,468 shares; 2025Q1: 47,466 shares; 2025Q2: 48,176 shares; 2025Q3: 50,008 shares; 2025Q4: 52,727 shares; 2026Q1: 53,462 shares 53,462 $2.89M 1% +735 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 9,666 shares; 2025Q1: 9,495 shares; 2025Q2: 12,550 shares; 2025Q3: 13,020 shares; 2025Q4: 13,336 shares; 2026Q1: 13,753 shares 13,753 $2.86M 0.99% +417 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: 60,332 shares; 2024Q4: 58,127 shares; 2025Q1: 63,008 shares; 2025Q2: 77,832 shares; 2025Q3: 94,043 shares; 2025Q4: 101,373 shares; 2026Q1: 101,445 shares 101,445 $2.85M 0.98% +72 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,841 shares; 2024Q4: 32,435 shares; 2025Q1: 38,299 shares; 2025Q2: 39,380 shares; 2025Q3: 40,915 shares; 2025Q4: 42,558 shares; 2026Q1: 56,770 shares 56,770 $2.74M 0.94% +14,212 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: 23,006 shares; 2024Q4: 20,320 shares; 2025Q1: 19,395 shares; 2025Q2: 12,566 shares; 2025Q3: 12,249 shares; 2025Q4: 16,340 shares; 2026Q1: 16,359 shares 16,359 $2.7M 0.93% +19 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,591 shares; 2024Q4: 34 shares; 2025Q1: 9 shares; 2025Q2: 33,865 shares; 2025Q3: 39,406 shares; 2025Q4: 41,275 shares; 2026Q1: 45,240 shares 45,240 $2.65M 0.91% +3,965 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: 14,263 shares; 2024Q4: 10,375 shares; 2025Q1: 7,158 shares; 2025Q2: 7,458 shares; 2025Q3: 7,858 shares; 2025Q4: 8,309 shares; 2026Q1: 8,468 shares 8,468 $2.62M 0.9% +159 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,996 shares; 2024Q4: 15,116 shares; 2025Q1: 14,985 shares; 2025Q2: 15,233 shares; 2025Q3: 20,193 shares; 2025Q4: 21,256 shares; 2026Q1: 19,651 shares 19,651 $2.6M 0.9% -1,605 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 238 shares; 2025Q1: 14,091 shares; 2025Q2: 30,733 shares; 2025Q3: 36,101 shares; 2025Q4: 38,305 shares; 2026Q1: 51,029 shares 51,029 $2.59M 0.89% +12,724 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,893 shares; 2024Q4: 43,281 shares; 2025Q1: 17,415 shares; 2025Q2: 38,974 shares; 2025Q3: 81,807 shares; 2025Q4: 64,259 shares; 2026Q1: 53,261 shares 53,261 $2.57M 0.89% -10,998 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: 18,645 shares; 2024Q4: 25,052 shares; 2025Q1: 21,813 shares; 2025Q2: 24,669 shares; 2025Q3: 24,634 shares; 2025Q4: 25,526 shares; 2026Q1: 14,324 shares 14,324 $2.43M 0.84% -11,202 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: 7,335 shares; 2024Q4: 10,466 shares; 2025Q1: 10,078 shares; 2025Q2: 11,891 shares; 2025Q3: 14,814 shares; 2025Q4: 15,414 shares; 2026Q1: 15,555 shares 15,555 $2.42M 0.83% +141 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,838 shares; 2024Q4: 44,458 shares; 2025Q1: 75,881 shares; 2025Q2: 80,826 shares; 2025Q3: 85,125 shares; 2025Q4: 88,499 shares; 2026Q1: 96,626 shares 96,626 $2.4M 0.83% +8,127 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,889 shares; 2025Q1: 7,262 shares; 2025Q2: 8,534 shares; 2025Q3: 9,165 shares; 2025Q4: 12,539 shares; 2026Q1: 11,342 shares 11,342 $2.39M 0.83% -1,197 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: 5,654 shares; 2024Q4: 5,599 shares; 2025Q1: 4,296 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 11,410 shares; 2026Q1: 25,835 shares 25,835 $2.38M 0.82% +14,425 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: 43 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,305 shares; 2026Q1: 8,015 shares 8,015 $2.37M 0.82% +2,710 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: 244 shares; 2024Q4: 236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares; 2026Q1: 13,703 shares 13,703 $2.36M 0.82% +11,377 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,067 shares; 2024Q4: 99,979 shares; 2025Q1: 96,645 shares; 2025Q2: 103,433 shares; 2025Q3: 110,677 shares; 2025Q4: 116,170 shares; 2026Q1: 121,399 shares 121,399 $2.33M 0.8% +5,229 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,628 shares; 2024Q4: 27,151 shares; 2025Q1: 42,327 shares; 2025Q2: 44,951 shares; 2025Q3: 48,903 shares; 2025Q4: 51,808 shares; 2026Q1: 56,489 shares 56,489 $2.27M 0.78% +4,681 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 6,848 shares; 2025Q1: 11,645 shares; 2025Q2: 22,368 shares; 2025Q3: 28,997 shares; 2025Q4: 36,232 shares; 2026Q1: 32,425 shares 32,425 $2.26M 0.78% -3,807 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,829 shares; 2025Q2: 95,032 shares; 2025Q3: 931 shares; 2025Q4: 28,999 shares; 2026Q1: 97,476 shares 97,476 $2.17M 0.75% +68,477 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 20,492 shares; 2025Q1: 20,104 shares; 2025Q2: 17,715 shares; 2025Q3: 17,440 shares; 2025Q4: 18,138 shares; 2026Q1: 18,958 shares 18,958 $2.14M 0.74% +820 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,005 shares; 2024Q4: 35,062 shares; 2025Q1: 34,116 shares; 2025Q2: 35,430 shares; 2025Q3: 44,965 shares; 2025Q4: 45,312 shares; 2026Q1: 46,232 shares 46,232 $2.13M 0.73% +920 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,370 shares; 2024Q4: 33,467 shares; 2025Q1: 32,965 shares; 2025Q2: 32,132 shares; 2025Q3: 39,600 shares; 2025Q4: 41,521 shares; 2026Q1: 35,549 shares 35,549 $2.07M 0.71% -5,972 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,701 shares; 2024Q4: 45,032 shares; 2025Q1: 7,979 shares; 2025Q2: 20,569 shares; 2025Q3: 34,183 shares; 2025Q4: 9,276 shares; 2026Q1: 21,320 shares 21,320 $2.04M 0.7% +12,044 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,371 shares 50,371 $2M 0.69% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,688 shares; 2024Q4: 26,053 shares; 2025Q1: 30,468 shares; 2025Q2: 31,148 shares; 2025Q3: 32,387 shares; 2025Q4: 33,927 shares; 2026Q1: 23,593 shares 23,593 $2M 0.69% -10,334 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: 6,387 shares; 2024Q4: 6,647 shares; 2025Q1: 6,715 shares; 2025Q2: 6,799 shares; 2025Q3: 7,083 shares; 2025Q4: 7,391 shares; 2026Q1: 16,245 shares 16,245 $1.88M 0.65% +8,854 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: 31,861 shares; 2024Q4: 31,137 shares; 2025Q1: 26,263 shares; 2025Q2: 27,046 shares; 2025Q3: 28,087 shares; 2025Q4: 29,249 shares; 2026Q1: 30,026 shares 30,026 $1.88M 0.65% +777 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 22,469 shares 22,469 $1.86M 0.64% +22,468 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 12,914 shares; 2025Q1: 6,300 shares; 2025Q2: 6,135 shares; 2025Q3: 5,401 shares; 2025Q4: 11,466 shares; 2026Q1: 14,878 shares 14,878 $1.79M 0.62% +3,412 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,489 shares; 2024Q4: 22,271 shares; 2025Q1: 25,373 shares; 2025Q2: 26,036 shares; 2025Q3: 26,192 shares; 2025Q4: 27,577 shares; 2026Q1: 29,915 shares 29,915 $1.77M 0.61% +2,338 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: 18,136 shares; 2024Q4: 17,715 shares; 2025Q1: 11,850 shares; 2025Q2: 12,062 shares; 2025Q3: 12,593 shares; 2025Q4: 13,194 shares; 2026Q1: 13,291 shares 13,291 $1.74M 0.6% +97 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: 26,997 shares; 2024Q4: 28,265 shares; 2025Q1: 20,766 shares; 2025Q2: 32,749 shares; 2025Q3: 25,394 shares; 2025Q4: 23,851 shares; 2026Q1: 22,409 shares 22,409 $1.67M 0.57% -1,442 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: 9,758 shares; 2024Q4: 9,414 shares; 2025Q1: 7,731 shares; 2025Q2: 7,512 shares; 2025Q3: 6,938 shares; 2025Q4: 6,355 shares; 2026Q1: 5,483 shares 5,483 $1.61M 0.56% -872 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: 1,136 shares; 2024Q4: 1,295 shares; 2025Q1: 1,030 shares; 2025Q2: 1,194 shares; 2025Q3: 1,592 shares; 2025Q4: 1,697 shares; 2026Q1: 1,735 shares 1,735 $1.6M 0.55% +38 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,592 shares; 2024Q4: 1,125 shares; 2025Q1: 20,135 shares; 2025Q2: 23,729 shares; 2025Q3: 515 shares; 2025Q4: 120,439 shares; 2026Q1: 57,633 shares 57,633 $1.52M 0.52% -62,806 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: 15,418 shares; 2026Q1: 26,199 shares 26,199 $1.49M 0.52% +10,781 Timeline GWX 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: 26,322 shares; 2024Q4: 30,504 shares; 2025Q1: 32,324 shares; 2025Q2: 31,623 shares; 2025Q3: 30,048 shares; 2025Q4: 33,855 shares; 2026Q1: 35,118 shares 35,118 $1.48M 0.51% +1,263 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: 3,702 shares; 2024Q4: 4,779 shares; 2025Q1: 5,601 shares; 2025Q2: 6,484 shares; 2025Q3: 6,847 shares; 2025Q4: 6,327 shares; 2026Q1: 4,011 shares 4,011 $1.41M 0.49% -2,316 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,110 shares; 2024Q4: 24,965 shares; 2025Q1: 25,096 shares; 2025Q2: 25,975 shares; 2025Q3: 27,059 shares; 2025Q4: 25,274 shares; 2026Q1: 17,564 shares 17,564 $1.4M 0.48% -7,710 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: 28,538 shares; 2024Q4: 31,855 shares; 2025Q1: 23,337 shares; 2025Q2: 18,766 shares; 2025Q3: 17,340 shares; 2025Q4: 18,122 shares; 2026Q1: 18,240 shares 18,240 $1.39M 0.48% +118 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: 26,396 shares; 2024Q4: 25,477 shares; 2025Q1: 33,320 shares; 2025Q2: 34,079 shares; 2025Q3: 34,737 shares; 2025Q4: 35,855 shares; 2026Q1: 36,045 shares 36,045 $1.38M 0.48% +190 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,185 shares; 2025Q1: 1,804 shares; 2025Q2: 1,712 shares; 2025Q3: 1,503 shares; 2025Q4: 1,485 shares; 2026Q1: 1,463 shares 1,463 $1.31M 0.45% -22 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,539 shares 57,539 $1.29M 0.45% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,561 shares; 2024Q4: 5,035 shares; 2025Q1: 2,563 shares; 2025Q2: 3,117 shares; 2025Q3: 3,206 shares; 2025Q4: 3,289 shares; 2026Q1: 3,447 shares 3,447 $1.28M 0.44% +158 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,400 shares; 2024Q4: 82,457 shares; 2025Q1: 46,513 shares; 2025Q2: 48,111 shares; 2025Q3: 51,441 shares; 2025Q4: 54,811 shares; 2026Q1: 60,239 shares 60,239 $1.24M 0.43% +5,428 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: 14,604 shares; 2024Q4: 14,630 shares; 2025Q1: 12,259 shares; 2025Q2: 11,633 shares; 2025Q3: 10,672 shares; 2025Q4: 10,743 shares; 2026Q1: 15,728 shares 15,728 $1.22M 0.42% +4,985 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: 13,114 shares; 2024Q4: 13,855 shares; 2025Q1: 9,160 shares; 2025Q2: 8,390 shares; 2025Q3: 7,647 shares; 2025Q4: 9,299 shares; 2026Q1: 9,580 shares 9,580 $1.19M 0.41% +281 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,128 shares; 2025Q1: 3,848 shares; 2025Q2: 3,627 shares; 2025Q3: 3,348 shares; 2025Q4: 3,330 shares; 2026Q1: 13,528 shares 13,528 $1.17M 0.4% +10,198 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,666 shares; 2025Q1: 5,397 shares; 2025Q2: 5,204 shares; 2025Q3: 4,809 shares; 2025Q4: 17,382 shares; 2026Q1: 17,626 shares 17,626 $1.16M 0.4% +244 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 4,125 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 19,800 shares 19,800 $1.14M 0.39% +19,796 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: 3,490 shares; 2024Q4: 3,191 shares; 2025Q1: 1,922 shares; 2025Q2: 1,837 shares; 2025Q3: 1,692 shares; 2025Q4: 1,645 shares; 2026Q1: 1,603 shares 1,603 $1.14M 0.39% -42 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: 23,275 shares; 2024Q4: 22,873 shares; 2025Q1: 17,575 shares; 2025Q2: 14,452 shares; 2025Q3: 11,351 shares; 2025Q4: 11,570 shares; 2026Q1: 11,736 shares 11,736 $1.13M 0.39% +166 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: 2,523 shares; 2024Q4: 2,506 shares; 2025Q1: 2,253 shares; 2025Q2: 2,692 shares; 2025Q3: 3,266 shares; 2025Q4: 3,991 shares; 2026Q1: 3,726 shares 3,726 $1.13M 0.39% -265 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,085 shares; 2024Q4: 15,142 shares; 2025Q1: 7,542 shares; 2025Q2: 7,299 shares; 2025Q3: 1,866 shares; 2025Q4: 596 shares; 2026Q1: 9,921 shares 9,921 $1.1M 0.38% +9,325 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: 3,101 shares; 2024Q4: 2,532 shares; 2025Q1: 2,388 shares; 2025Q2: 8,421 shares; 2025Q3: 12,468 shares; 2025Q4: 12,979 shares; 2026Q1: 11,211 shares 11,211 $1.08M 0.37% -1,768 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 10,441 shares; 2025Q1: 12,033 shares; 2025Q2: 12,226 shares; 2025Q3: 10,308 shares; 2025Q4: 5,637 shares; 2026Q1: 5,521 shares 5,521 $1.06M 0.37% -116 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,043 shares; 2026Q1: 6,047 shares 6,047 $1.02M 0.35% +4 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 9,414 shares; 2025Q1: 6,456 shares; 2025Q2: 5,754 shares; 2025Q3: 5,268 shares; 2025Q4: 5,259 shares; 2026Q1: 7,040 shares 7,040 $1.02M 0.35% +1,781 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: 10,535 shares; 2024Q4: 16,269 shares; 2025Q1: 14,950 shares; 2025Q2: 14,817 shares; 2025Q3: 13,492 shares; 2025Q4: 12,885 shares; 2026Q1: 12,713 shares 12,713 $1.01M 0.35% -172 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,178 shares; 2025Q3: 27,254 shares; 2025Q4: 29,990 shares; 2026Q1: 30,566 shares 30,566 $1.01M 0.35% +576 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,955 shares; 2024Q4: 23,032 shares; 2025Q1: 23,437 shares; 2025Q2: 27,053 shares; 2025Q3: 28,087 shares; 2025Q4: 29,238 shares; 2026Q1: 16,320 shares 16,320 $998K 0.34% -12,918 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 690 shares; 2025Q1: 355 shares; 2025Q2: 415 shares; 2025Q3: 664 shares; 2025Q4: 6,329 shares; 2026Q1: 9,362 shares 9,362 $979K 0.34% +3,033 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 211 shares; 2025Q2: 23,827 shares; 2025Q3: 24,611 shares; 2025Q4: 25,796 shares; 2026Q1: 26,833 shares 26,833 $972K 0.34% +1,037 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,872 shares; 2025Q1: 11,379 shares; 2025Q2: 11,637 shares; 2025Q3: 12,130 shares; 2025Q4: 9,168 shares; 2026Q1: 7,094 shares 7,094 $960K 0.33% -2,074 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: 14,348 shares; 2024Q4: 11,886 shares; 2025Q1: 11,305 shares; 2025Q2: 10,083 shares; 2025Q3: 9,360 shares; 2025Q4: 9,297 shares; 2026Q1: 7,927 shares 7,927 $940K 0.32% -1,370 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 2,421 shares; 2025Q1: 2,427 shares; 2025Q2: 2,307 shares; 2025Q3: 2,386 shares; 2025Q4: 3,870 shares; 2026Q1: 3,867 shares 3,867 $928K 0.32% -3 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: 9,963 shares; 2024Q4: 14,773 shares; 2025Q1: 13,772 shares; 2025Q2: 14,777 shares; 2025Q3: 15,965 shares; 2025Q4: 11,668 shares; 2026Q1: 3,756 shares 3,756 $918K 0.32% -7,912 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 3,139 shares; 2025Q2: 6,111 shares; 2025Q3: 6,016 shares; 2025Q4: 4,566 shares; 2026Q1: 4,165 shares 4,165 $890K 0.31% -401 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: 3,415 shares; 2024Q4: 3,352 shares; 2025Q1: 2,677 shares; 2025Q2: 2,578 shares; 2025Q3: 2,412 shares; 2025Q4: 2,420 shares; 2026Q1: 2,549 shares 2,549 $838K 0.29% +129 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 136 shares; 2025Q4: 1,991 shares; 2026Q1: 7,775 shares 7,775 $825K 0.28% +5,784 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 7,006 shares; 2025Q1: 6,766 shares; 2025Q2: 6,553 shares; 2025Q3: 6,290 shares; 2025Q4: 6,227 shares; 2026Q1: 11,830 shares 11,830 $786K 0.27% +5,603 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,178 shares 33,178 $782K 0.27% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,739 shares; 2024Q4: 86,036 shares; 2025Q1: 86,501 shares; 2025Q2: 88,725 shares; 2025Q3: 83,271 shares; 2025Q4: 48,332 shares; 2026Q1: 49,366 shares 49,366 $773K 0.27% +1,034 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,912 shares; 2024Q4: 48,339 shares; 2025Q1: 17,941 shares; 2025Q2: 3,550 shares; 2025Q3: 32,172 shares; 2025Q4: 33 shares; 2026Q1: 8,335 shares 8,335 $764K 0.26% +8,302 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,594 shares; 2025Q1: 2,543 shares; 2025Q2: 2,452 shares; 2025Q3: 2,312 shares; 2025Q4: 2,236 shares; 2026Q1: 2,209 shares 2,209 $762K 0.26% -27 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: 17,766 shares; 2024Q4: 17,584 shares; 2025Q1: 18,004 shares; 2025Q2: 17,260 shares; 2025Q3: 15,414 shares; 2025Q4: 13,507 shares; 2026Q1: 11,858 shares 11,858 $760K 0.26% -1,649 Timeline IHE 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 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 8,659 shares 8,659 $751K 0.26% +8,658 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: 7,424 shares; 2024Q4: 7,662 shares; 2025Q1: 6,540 shares; 2025Q2: 6,264 shares; 2025Q3: 5,790 shares; 2025Q4: 5,733 shares; 2026Q1: 5,671 shares 5,671 $749K 0.26% -62 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2,614 shares; 2025Q1: 2,243 shares; 2025Q2: 2,169 shares; 2025Q3: 1,946 shares; 2025Q4: 1,825 shares; 2026Q1: 1,705 shares 1,705 $745K 0.26% -120 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: 380 shares; 2024Q4: 380 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 4,849 shares; 2025Q4: 5,282 shares; 2026Q1: 5,729 shares 5,729 $724K 0.25% +447 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,830 shares 21,830 $714K 0.25% new 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: 2,436 shares; 2024Q4: 2,323 shares; 2025Q1: 2,168 shares; 2025Q2: 1,990 shares; 2025Q3: 1,905 shares; 2025Q4: 1,864 shares; 2026Q1: 2,358 shares 2,358 $713K 0.25% +494 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: 80 shares; 2024Q4: 275 shares; 2025Q1: 83 shares; 2025Q2: 450 shares; 2025Q3: 7,210 shares; 2025Q4: 7,336 shares; 2026Q1: 7,871 shares 7,871 $713K 0.25% +535 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,226 shares 17,226 $707K 0.24% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,968 shares; 2024Q4: 19,383 shares; 2025Q1: 18,846 shares; 2025Q2: 18,189 shares; 2025Q3: 14,543 shares; 2025Q4: 14,196 shares; 2026Q1: 15,309 shares 15,309 $707K 0.24% +1,113 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,803 shares 7,803 $703K 0.24% new 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: 563 shares; 2024Q4: 614 shares; 2025Q1: 456 shares; 2025Q2: 533 shares; 2025Q3: 627 shares; 2025Q4: 881 shares; 2026Q1: 1,296 shares 1,296 $647K 0.22% +415 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,128 shares; 2024Q4: 7,906 shares; 2025Q1: 7,616 shares; 2025Q2: 7,822 shares; 2025Q3: 7,401 shares; 2025Q4: 7,689 shares; 2026Q1: 8,418 shares 8,418 $644K 0.22% +729 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: 1,967 shares; 2024Q4: 3,712 shares; 2025Q1: 3,662 shares; 2025Q2: 3,652 shares; 2025Q3: 3,909 shares; 2025Q4: 3,924 shares; 2026Q1: 3,960 shares 3,960 $632K 0.22% +36 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: 869 shares; 2025Q1: 756 shares; 2025Q2: 708 shares; 2025Q3: 634 shares; 2025Q4: 632 shares; 2026Q1: 630 shares 630 $606K 0.21% -2 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 483 shares; 2025Q3: 541 shares; 2025Q4: 589 shares; 2026Q1: 715 shares 715 $605K 0.21% +126 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 487 shares; 2025Q1: 555 shares; 2025Q2: 663 shares; 2025Q3: 705 shares; 2025Q4: 764 shares; 2026Q1: 824 shares 824 $600K 0.21% +60 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,719 shares 23,719 $593K 0.2% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,948 shares; 2024Q4: 4,922 shares; 2025Q1: 4,030 shares; 2025Q2: 3,998 shares; 2025Q3: 3,632 shares; 2025Q4: 3,070 shares; 2026Q1: 2,946 shares 2,946 $578K 0.2% -124 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: 176 shares; 2024Q4: 169 shares; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 1,868 shares; 2025Q4: 1,950 shares; 2026Q1: 1,813 shares 1,813 $577K 0.2% -137 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: 406 shares; 2024Q4: 453 shares; 2025Q1: 338 shares; 2025Q2: 441 shares; 2025Q3: 480 shares; 2025Q4: 524 shares; 2026Q1: 572 shares 572 $570K 0.2% +48 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133 shares; 2024Q4: 6,791 shares; 2025Q1: 6,616 shares; 2025Q2: 7,629 shares; 2025Q3: 8,965 shares; 2025Q4: 8,174 shares; 2026Q1: 7,796 shares 7,796 $561K 0.19% -378 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,643 shares; 2025Q1: 3,710 shares; 2025Q2: 1,154 shares; 2025Q3: 1,097 shares; 2025Q4: 944 shares; 2026Q1: 3,748 shares 3,748 $551K 0.19% +2,804 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 1,877 shares; 2025Q4: 2,428 shares; 2026Q1: 3,568 shares 3,568 $538K 0.19% +1,140 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: 3,462 shares; 2024Q4: 3,643 shares; 2025Q1: 1,785 shares; 2025Q2: 1,684 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 1,731 shares 1,731 $538K 0.19% +179 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: 2,578 shares; 2024Q4: 2,334 shares; 2025Q1: 4,464 shares; 2025Q2: 11,436 shares; 2025Q3: 11,267 shares; 2025Q4: 10,695 shares; 2026Q1: 10,413 shares 10,413 $535K 0.18% -282 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,939 shares; 2024Q4: 19,306 shares; 2025Q1: 17,739 shares; 2025Q2: 18,376 shares; 2025Q3: 15,499 shares; 2025Q4: 15,529 shares; 2026Q1: 15,610 shares 15,610 $523K 0.18% +81 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,885 shares; 2024Q4: 4,520 shares; 2025Q1: 3,048 shares; 2025Q2: 12,198 shares; 2025Q3: 9,925 shares; 2025Q4: 8,696 shares; 2026Q1: 7,784 shares 7,784 $522K 0.18% -912 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,631 shares; 2025Q1: 2,485 shares; 2025Q2: 2,966 shares; 2025Q3: 2,849 shares; 2025Q4: 2,714 shares; 2026Q1: 2,622 shares 2,622 $519K 0.18% -92 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: 735 shares; 2024Q4: 815 shares; 2025Q1: 794 shares; 2025Q2: 748 shares; 2025Q3: 851 shares; 2025Q4: 4,919 shares; 2026Q1: 5,307 shares 5,307 $510K 0.18% +388 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,205 shares; 2024Q4: 9,797 shares; 2025Q1: 8,050 shares; 2025Q2: 7,593 shares; 2025Q3: 6,953 shares; 2025Q4: 6,963 shares; 2026Q1: 7,055 shares 7,055 $499K 0.17% +92 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 660 shares; 2025Q1: 4,425 shares; 2025Q2: 4,250 shares; 2025Q3: 3,730 shares; 2025Q4: 2,440 shares; 2026Q1: 1,971 shares 1,971 $494K 0.17% -469 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: 403 shares; 2024Q4: 375 shares; 2025Q1: 789 shares; 2025Q2: 1,473 shares; 2025Q3: 1,952 shares; 2025Q4: 2,340 shares; 2026Q1: 1,740 shares 1,740 $494K 0.17% -600 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 374 shares; 2025Q1: 1,806 shares; 2025Q2: 3,350 shares; 2025Q3: 3,201 shares; 2025Q4: 2,922 shares; 2026Q1: 2,821 shares 2,821 $481K 0.17% -101 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,671 shares; 2025Q2: 1,584 shares; 2025Q3: 1,460 shares; 2025Q4: 1,406 shares; 2026Q1: 1,391 shares 1,391 $478K 0.16% -15 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 16,815 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 4,646 shares 4,646 $468K 0.16% +4,646 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 5,218 shares; 2025Q1: 6,786 shares; 2025Q2: 6,937 shares; 2025Q3: 6,825 shares; 2025Q4: 6,418 shares; 2026Q1: 6,291 shares 6,291 $465K 0.16% -127 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 456 shares; 2025Q1: 498 shares; 2025Q2: 571 shares; 2025Q3: 586 shares; 2025Q4: 603 shares; 2026Q1: 628 shares 628 $464K 0.16% +25 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 845 shares; 2025Q1: 757 shares; 2025Q2: 546 shares; 2025Q3: 531 shares; 2025Q4: 526 shares; 2026Q1: 507 shares 507 $439K 0.15% -19 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: 80,958 shares; 2024Q4: 68,904 shares; 2025Q1: 49,372 shares; 2025Q2: 39,898 shares; 2025Q3: 13,440 shares; 2025Q4: 13,665 shares; 2026Q1: 15,127 shares 15,127 $439K 0.15% +1,462 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: 737 shares; 2024Q4: 676 shares; 2025Q1: 506 shares; 2025Q2: 491 shares; 2025Q3: 2 shares; 2025Q4: 879 shares; 2026Q1: 867 shares 867 $430K 0.15% -12 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: 1,045 shares; 2024Q4: 431 shares; 2025Q1: 211 shares; 2025Q2: 1,934 shares; 2025Q3: 2,316 shares; 2025Q4: 2,294 shares; 2026Q1: 2,151 shares 2,151 $427K 0.15% -143 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,940 shares; 2024Q4: 11,315 shares; 2025Q1: 10,375 shares; 2025Q2: 10,198 shares; 2025Q3: 9,318 shares; 2025Q4: 10,369 shares; 2026Q1: 10,373 shares 10,373 $426K 0.15% +4 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,052 shares; 2024Q4: 6,724 shares; 2025Q1: 6,656 shares; 2025Q2: 5,817 shares; 2025Q3: 5,400 shares; 2025Q4: 5,459 shares; 2026Q1: 5,361 shares 5,361 $424K 0.15% -98 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 2,848 shares; 2025Q4: 1,722 shares; 2026Q1: 1,817 shares 1,817 $424K 0.15% +95 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: 5,559 shares; 2024Q4: 5,322 shares; 2025Q1: 4,842 shares; 2025Q2: 4,602 shares; 2025Q3: 4,219 shares; 2025Q4: 4,243 shares; 2026Q1: 4,307 shares 4,307 $421K 0.15% +64 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: 13,422 shares; 2024Q4: 13,097 shares; 2025Q1: 9,953 shares; 2025Q2: 9,286 shares; 2025Q3: 8,538 shares; 2025Q4: 8,414 shares; 2026Q1: 8,586 shares 8,586 $419K 0.14% +172 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 4,167 shares; 2025Q1: 4,015 shares; 2025Q2: 3,858 shares; 2025Q3: 3,707 shares; 2025Q4: 3,626 shares; 2026Q1: 3,533 shares 3,533 $416K 0.14% -93 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 376 shares; 2025Q2: 171 shares; 2025Q3: 515 shares; 2025Q4: 2,299 shares; 2026Q1: 2,764 shares 2,764 $415K 0.14% +465 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: 9,670 shares; 2024Q4: 9,296 shares; 2025Q1: 2,199 shares; 2025Q2: 1,768 shares; 2025Q3: 1,630 shares; 2025Q4: 1,615 shares; 2026Q1: 1,622 shares 1,622 $393K 0.14% +7 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: 834 shares; 2025Q2: 793 shares; 2025Q3: 771 shares; 2025Q4: 732 shares; 2026Q1: 730 shares 730 $393K 0.14% -2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,334 shares; 2024Q4: 7,349 shares; 2025Q1: 7,682 shares; 2025Q2: 7,425 shares; 2025Q3: 7,294 shares; 2025Q4: 7,362 shares; 2026Q1: 8,102 shares 8,102 $389K 0.13% +740 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,254 shares; 2024Q4: 8,032 shares; 2025Q1: 9,785 shares; 2025Q2: 8,900 shares; 2025Q3: 8,344 shares; 2025Q4: 8,497 shares; 2026Q1: 9,770 shares 9,770 $386K 0.13% +1,273 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: 8 shares; 2024Q4: 16 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares 726 $379K 0.13% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,042 shares; 2025Q1: 4,540 shares; 2025Q2: 5,001 shares; 2025Q3: 3,116 shares; 2025Q4: 2,955 shares; 2026Q1: 2,882 shares 2,882 $371K 0.13% -73 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: 4,500 shares; 2024Q4: 4,439 shares; 2025Q1: 4,601 shares; 2025Q2: 4,467 shares; 2025Q3: 4,375 shares; 2025Q4: 4,366 shares; 2026Q1: 4,705 shares 4,705 $369K 0.13% +339 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,942 shares; 2024Q4: 9,608 shares; 2025Q1: 8,863 shares; 2025Q2: 8,446 shares; 2025Q3: 7,756 shares; 2025Q4: 7,832 shares; 2026Q1: 7,927 shares 7,927 $368K 0.13% +95 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: 1,004 shares; 2024Q4: 1,086 shares; 2025Q1: 684 shares; 2025Q2: 664 shares; 2025Q3: 614 shares; 2025Q4: 612 shares; 2026Q1: 605 shares 605 $366K 0.13% -7 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: 5,360 shares; 2024Q4: 5,809 shares; 2025Q1: 4,919 shares; 2025Q2: 4,311 shares; 2025Q3: 2,228 shares; 2025Q4: 4,279 shares; 2026Q1: 5,826 shares 5,826 $366K 0.13% +1,547 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 668 shares 668 $363K 0.13% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,241 shares; 2025Q1: 1,970 shares; 2025Q2: 1,888 shares; 2025Q3: 1,767 shares; 2025Q4: 1,744 shares; 2026Q1: 1,720 shares 1,720 $361K 0.12% -24 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 4,404 shares; 2025Q1: 2,385 shares; 2025Q2: 2,852 shares; 2025Q3: 2,959 shares; 2025Q4: 2,490 shares; 2026Q1: 2,464 shares 2,464 $360K 0.12% -26 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: 3,774 shares; 2025Q3: 3,556 shares; 2025Q4: 3,707 shares; 2026Q1: 3,757 shares 3,757 $360K 0.12% +50 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: 15,489 shares; 2024Q4: 14,983 shares; 2025Q1: 14,909 shares; 2025Q2: 15,003 shares; 2025Q3: 15,167 shares; 2025Q4: 11,753 shares; 2026Q1: 2,686 shares 2,686 $352K 0.12% -9,067 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 8,889 shares; 2025Q1: 8,964 shares; 2025Q2: 9,057 shares; 2025Q3: 9,122 shares; 2025Q4: 9,209 shares; 2026Q1: 9,290 shares 9,290 $348K 0.12% +81 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 36 shares; 2025Q1: 1,565 shares; 2025Q2: 2,009 shares; 2025Q3: 2,715 shares; 2025Q4: 3,437 shares; 2026Q1: 3,358 shares 3,358 $338K 0.12% -79 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,217 shares; 2025Q1: 1,833 shares; 2025Q2: 1,724 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,562 shares 1,562 $338K 0.12% -3 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,255 shares; 2025Q1: 468 shares; 2025Q2: 419 shares; 2025Q3: 401 shares; 2025Q4: 232 shares; 2026Q1: 984 shares 984 $336K 0.12% +752 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: 74 shares; 2024Q4: 209 shares; 2025Q1: 640 shares; 2025Q2: 610 shares; 2025Q3: 560 shares; 2025Q4: 561 shares; 2026Q1: 574 shares 574 $323K 0.11% +13 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: 9,308 shares; 2025Q1: 13,350 shares; 2025Q2: 12,192 shares; 2025Q3: 11,533 shares; 2025Q4: 11,975 shares; 2026Q1: 12,133 shares 12,133 $318K 0.11% +158 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,679 shares; 2025Q1: 3,071 shares; 2025Q2: 2,917 shares; 2025Q3: 2,723 shares; 2025Q4: 2,729 shares; 2026Q1: 2,758 shares 2,758 $313K 0.11% +29 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares; 2026Q1: 2,597 shares 2,597 $307K 0.11% +1,816 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,117 shares; 2025Q1: 3,081 shares; 2025Q2: 2,818 shares; 2025Q3: 2,630 shares; 2025Q4: 2,709 shares; 2026Q1: 8,348 shares 8,348 $306K 0.11% +5,639 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,214 shares; 2025Q1: 4,136 shares; 2025Q2: 3,964 shares; 2025Q3: 3,801 shares; 2025Q4: 3,758 shares; 2026Q1: 4,283 shares 4,283 $305K 0.11% +525 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,134 shares; 2025Q4: 12,040 shares; 2026Q1: 11,779 shares 11,779 $305K 0.11% -261 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: 358 shares; 2024Q4: 464 shares; 2025Q1: 1,029 shares; 2025Q2: 1,118 shares; 2025Q3: 1,230 shares; 2025Q4: 1,405 shares; 2026Q1: 1,430 shares 1,430 $302K 0.1% +25 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,905 shares; 2024Q4: 2,821 shares; 2025Q1: 2,701 shares; 2025Q2: 2,557 shares; 2025Q3: 2,326 shares; 2025Q4: 2,314 shares; 2026Q1: 2,311 shares 2,311 $293K 0.1% -3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,197 shares; 2024Q4: 30,183 shares; 2025Q1: 19,135 shares; 2025Q2: 12,820 shares; 2025Q3: 10,160 shares; 2025Q4: 8,640 shares; 2026Q1: 2,026 shares 2,026 $282K 0.1% -6,614 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,724 shares; 2025Q1: 3,913 shares; 2025Q2: 3,691 shares; 2025Q3: 3,380 shares; 2025Q4: 3,391 shares; 2026Q1: 3,429 shares 3,429 $278K 0.1% +38 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: 7,463 shares; 2024Q4: 7,454 shares; 2025Q1: 7,626 shares; 2025Q2: 7,367 shares; 2025Q3: 6,664 shares; 2025Q4: 5,775 shares; 2026Q1: 5,122 shares 5,122 $277K 0.1% -653 Timeline GOVT 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: 797 shares; 2024Q4: 1,777 shares; 2025Q1: 36 shares; 2025Q2: 38 shares; 2025Q3: 86 shares; 2025Q4: 1,456 shares; 2026Q1: 11,993 shares 11,993 $275K 0.09% +10,537 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,598 shares; 2024Q4: 6,981 shares; 2025Q1: 6,917 shares; 2025Q2: 6,695 shares; 2025Q3: 6,407 shares; 2025Q4: 6,323 shares; 2026Q1: 6,167 shares 6,167 $266K 0.09% -156 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,279 shares; 2026Q1: 8,332 shares 8,332 $256K 0.09% +53 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: 75 shares; 2024Q4: 35 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares 2,648 $255K 0.09% new 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: 480 shares; 2024Q4: 183 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 133 shares; 2025Q4: 1,019 shares; 2026Q1: 1,154 shares 1,154 $250K 0.09% +135 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,222 shares; 2025Q3: 1,263 shares; 2025Q4: 1,296 shares; 2026Q1: 1,443 shares 1,443 $244K 0.08% +147 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,396 shares; 2025Q1: 1,243 shares; 2025Q2: 1,093 shares; 2025Q3: 920 shares; 2025Q4: 982 shares; 2026Q1: 1,049 shares 1,049 $242K 0.08% +67 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,016 shares 4,016 $237K 0.08% new Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,732 shares; 2025Q1: 8,073 shares; 2025Q2: 7,311 shares; 2025Q3: 6,832 shares; 2025Q4: 6,767 shares; 2026Q1: 6,687 shares 6,687 $237K 0.08% -80 Timeline MBB 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: 2,979 shares; 2024Q4: 2,442 shares; 2025Q1: 1,541 shares; 2025Q2: 1,498 shares; 2025Q3: 1,547 shares; 2025Q4: 1,849 shares; 2026Q1: 2,494 shares 2,494 $237K 0.08% +645 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: 135 shares; 2024Q4: 126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,068 shares; 2025Q4: 1,058 shares; 2026Q1: 1,142 shares 1,142 $237K 0.08% +84 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: 1,888 shares; 2024Q4: 3,265 shares; 2025Q1: 2,211 shares; 2025Q2: 2,400 shares; 2025Q3: 3,530 shares; 2025Q4: 2,428 shares; 2026Q1: 2,423 shares 2,423 $233K 0.08% -5 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: 173 shares; 2024Q4: 156 shares; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 773 shares; 2025Q4: 804 shares; 2026Q1: 851 shares 851 $227K 0.08% +47 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 1,893 shares 1,893 $225K 0.08% +1,874 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: 1,792 shares; 2024Q4: 1,737 shares; 2025Q1: 1,617 shares; 2025Q2: 1,541 shares; 2025Q3: 1,418 shares; 2025Q4: 1,489 shares; 2026Q1: 1,410 shares 1,410 $222K 0.08% -79 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: 1,940 shares; 2024Q4: 1,912 shares; 2025Q1: 1,620 shares; 2025Q2: 1,241 shares; 2025Q3: 804 shares; 2025Q4: 762 shares; 2026Q1: 806 shares 806 $218K 0.08% +44 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 1,860 shares; 2025Q1: 1,640 shares; 2025Q2: 1,502 shares; 2025Q3: 1,340 shares; 2025Q4: 2,645 shares; 2026Q1: 2,657 shares 2,657 $216K 0.07% +12 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: 8,062 shares; 2024Q4: 6,646 shares; 2025Q1: 5,395 shares; 2025Q2: 5,583 shares; 2025Q3: 773 shares; 2025Q4: 799 shares; 2026Q1: 1,296 shares 1,296 $213K 0.07% +497 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares 4,097 $205K 0.07% new 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: 3,260 shares; 2024Q4: 3,274 shares; 2025Q1: 2,648 shares; 2025Q2: 2,386 shares; 2025Q3: 2,202 shares; 2025Q4: 2,287 shares; 2026Q1: 1,989 shares 1,989 $204K 0.07% -298 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: 162 shares; 2024Q4: 523 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares; 2026Q1: 1,116 shares 1,116 $203K 0.07% +79 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 318 shares; 2025Q1: 248 shares; 2025Q2: 307 shares; 2025Q3: 342 shares; 2025Q4: 370 shares; 2026Q1: 440 shares 440 $203K 0.07% +70 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 57 shares; 2025Q1: 344 shares; 2025Q2: 472 shares; 2025Q3: 522 shares; 2025Q4: 590 shares; 2026Q1: 643 shares 643 $202K 0.07% +53 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: 34,988 shares; 2025Q3: 35,339 shares; 2025Q4: 30,099 shares; 2026Q1: 3,570 shares 3,570 $197K 0.07% -26,529 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,528 shares; 2025Q1: 3,370 shares; 2025Q2: 3,187 shares; 2025Q3: 2,925 shares; 2025Q4: 2,898 shares; 2026Q1: 2,877 shares 2,877 $196K 0.07% -21 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: 17,901 shares; 2024Q4: 11,198 shares; 2025Q1: 9,439 shares; 2025Q2: 8,821 shares; 2025Q3: 8,181 shares; 2025Q4: 6,772 shares; 2026Q1: 6,746 shares 6,746 $194K 0.07% -26 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: 960 shares; 2024Q4: 881 shares; 2025Q1: 834 shares; 2025Q2: 805 shares; 2025Q3: 733 shares; 2025Q4: 642 shares; 2026Q1: 715 shares 715 $187K 0.06% +73 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,536 shares; 2024Q4: 33,581 shares; 2025Q1: 32,679 shares; 2025Q2: 32,785 shares; 2025Q3: 32,891 shares; 2025Q4: 22,448 shares; 2026Q1: 22,556 shares 22,556 $186K 0.06% +108 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,783 shares; 2025Q1: 3,964 shares; 2025Q2: 3,823 shares; 2025Q3: 3,710 shares; 2025Q4: 3,682 shares; 2026Q1: 3,847 shares 3,847 $181K 0.06% +165 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: 1,046 shares; 2024Q4: 1,044 shares; 2025Q1: 297 shares; 2025Q2: 270 shares; 2025Q3: 527 shares; 2025Q4: 517 shares; 2026Q1: 622 shares 622 $178K 0.06% +105 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: 2,122 shares; 2024Q4: 2,116 shares; 2025Q1: 2,304 shares; 2025Q2: 2,232 shares; 2025Q3: 2,177 shares; 2025Q4: 2,162 shares; 2026Q1: 2,294 shares 2,294 $177K 0.06% +132 Timeline BLV 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: 2,240 shares; 2024Q4: 2,261 shares; 2025Q1: 2,468 shares; 2025Q2: 2,398 shares; 2025Q3: 2,325 shares; 2025Q4: 2,314 shares; 2026Q1: 2,570 shares 2,570 $177K 0.06% +256 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: 2,941 shares; 2025Q4: 3,175 shares; 2026Q1: 3,503 shares 3,503 $175K 0.06% +328 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 454 shares; 2025Q1: 480 shares; 2025Q2: 555 shares; 2025Q3: 122 shares; 2025Q4: 116 shares; 2026Q1: 358 shares 358 $174K 0.06% +242 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 6,504 shares; 2025Q1: 3,911 shares; 2025Q2: 57 shares; 2025Q3: 935 shares; 2025Q4: 977 shares; 2026Q1: 1,044 shares 1,044 $171K 0.06% +67 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,872 shares 2,872 $171K 0.06% new 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: 1,054 shares; 2024Q4: 1,077 shares; 2025Q1: 889 shares; 2025Q2: 840 shares; 2025Q3: 776 shares; 2025Q4: 800 shares; 2026Q1: 816 shares 816 $166K 0.06% +16 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 3,510 shares; 2025Q1: 3,155 shares; 2025Q2: 2,986 shares; 2025Q3: 2,738 shares; 2025Q4: 2,707 shares; 2026Q1: 2,762 shares 2,762 $166K 0.06% +55 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,828 shares; 2026Q1: 2,278 shares 2,278 $165K 0.06% +450 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,517 shares; 2025Q1: 5,894 shares; 2025Q2: 5,864 shares; 2025Q3: 5,929 shares; 2025Q4: 6,841 shares; 2026Q1: 7,813 shares 7,813 $164K 0.06% +972 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 7,817 shares; 2025Q1: 7,740 shares; 2025Q2: 9,074 shares; 2025Q3: 8,556 shares; 2025Q4: 3,795 shares; 2026Q1: 3,649 shares 3,649 $162K 0.06% -146 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,906 shares; 2025Q1: 2,713 shares; 2025Q2: 2,620 shares; 2025Q3: 2,490 shares; 2025Q4: 2,586 shares; 2026Q1: 1,306 shares 1,306 $160K 0.06% -1,280 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: 836 shares; 2024Q4: 1,060 shares; 2025Q1: 632 shares; 2025Q2: 1,138 shares; 2025Q3: 1,918 shares; 2025Q4: 2,640 shares; 2026Q1: 647 shares 647 $157K 0.05% -1,993 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: 1,438 shares; 2024Q4: 1,353 shares; 2025Q1: 970 shares; 2025Q2: 923 shares; 2025Q3: 847 shares; 2025Q4: 842 shares; 2026Q1: 828 shares 828 $157K 0.05% -14 Timeline IXUS 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: 1,307 shares; 2024Q4: 1,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 584 shares; 2026Q1: 1,743 shares 1,743 $151K 0.05% +1,159 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 2,916 shares; 2025Q2: 2,764 shares; 2025Q3: 2,511 shares; 2025Q4: 2,498 shares; 2026Q1: 2,457 shares 2,457 $146K 0.05% -41 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1,356 shares; 2025Q4: 1,429 shares; 2026Q1: 1,522 shares 1,522 $144K 0.05% +93 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,626 shares; 2025Q3: 6,273 shares; 2025Q4: 6,554 shares; 2026Q1: 6,652 shares 6,652 $138K 0.05% +98 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 1 shares; 2025Q4: 2,042 shares; 2026Q1: 2,167 shares 2,167 $135K 0.05% +125 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,365 shares; 2025Q1: 3,132 shares; 2025Q2: 2,982 shares; 2025Q3: 2,754 shares; 2025Q4: 2,729 shares; 2026Q1: 2,791 shares 2,791 $129K 0.04% +62 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591 shares 591 $128K 0.04% new 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: 18 shares; 2024Q4: 963 shares; 2025Q1: 900 shares; 2025Q2: 855 shares; 2025Q3: 774 shares; 2025Q4: 765 shares; 2026Q1: 783 shares 783 $127K 0.04% +18 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 3,032 shares; 2026Q1: 3,947 shares 3,947 $126K 0.04% +915 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: 80 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,976 shares; 2026Q1: 461 shares 461 $114K 0.04% -2,515 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 243 shares; 2025Q1: 14 shares; 2025Q2: 466 shares; 2025Q3: 597 shares; 2025Q4: 505 shares; 2026Q1: 613 shares 613 $112K 0.04% +108 Timeline WDIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,428 shares 1,428 $110K 0.04% +374 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares 755 $107K 0.04% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,656 shares; 2025Q1: 3,955 shares; 2025Q2: 3,601 shares; 2025Q3: 3,378 shares; 2025Q4: 3,574 shares; 2026Q1: 3,533 shares 3,533 $107K 0.04% -41 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: 7,214 shares; 2024Q4: 7,157 shares; 2025Q1: 6,776 shares; 2025Q2: 6,971 shares; 2025Q3: 1,015 shares; 2025Q4: 1,000 shares; 2026Q1: 1,012 shares 1,012 $99.6K 0.03% +12 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,777 shares; 2024Q4: 9,404 shares; 2025Q1: 8,536 shares; 2025Q2: 6,616 shares; 2025Q3: 6,063 shares; 2025Q4: 6,058 shares; 2026Q1: 6,058 shares 6,058 $99.5K 0.03% 0 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: 8 shares; 2024Q4: 1,268 shares; 2025Q1: 2,419 shares; 2025Q2: 1,602 shares; 2025Q3: 2,511 shares; 2025Q4: 2,700 shares; 2026Q1: 1,114 shares 1,114 $98.2K 0.03% -1,586 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: 5,476 shares; 2024Q4: 5,299 shares; 2025Q1: 703 shares; 2025Q2: 713 shares; 2025Q3: 266 shares; 2025Q4: 858 shares; 2026Q1: 1,056 shares 1,056 $98.1K 0.03% +198 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,495 shares; 2025Q1: 11,345 shares; 2025Q2: 11,345 shares; 2025Q3: 11,345 shares; 2025Q4: 11,345 shares; 2026Q1: 11,345 shares 11,345 $96.3K 0.03% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 6,657 shares; 2025Q1: 3,641 shares; 2025Q2: 3,321 shares; 2025Q3: 3,120 shares; 2025Q4: not reported; 2026Q1: 3,185 shares 3,185 $96.2K 0.03% new Timeline SCHP 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: 1,816 shares; 2024Q4: 3,976 shares; 2025Q1: 3,384 shares; 2025Q2: 3,103 shares; 2025Q3: 3,454 shares; 2025Q4: 3,493 shares; 2026Q1: 3,550 shares 3,550 $94.5K 0.03% +57 Timeline SCHC 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: 2,621 shares; 2024Q4: 3,228 shares; 2025Q1: 2,543 shares; 2025Q2: 2,185 shares; 2025Q3: 2,305 shares; 2025Q4: 1,889 shares; 2026Q1: 2,013 shares 2,013 $94.1K 0.03% +124 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: 14 shares; 2024Q4: 141 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 297 shares 297 $85.4K 0.03% +219 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: 847 shares; 2024Q4: 834 shares; 2025Q1: 737 shares; 2025Q2: 665 shares; 2025Q3: 634 shares; 2025Q4: 622 shares; 2026Q1: 624 shares 624 $84.4K 0.03% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 1,035 shares; 2025Q4: 1,099 shares; 2026Q1: 708 shares 708 $84.1K 0.03% -391 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: 89 shares; 2024Q4: 79 shares; 2025Q1: 438 shares; 2025Q2: 399 shares; 2025Q3: 425 shares; 2025Q4: 550 shares; 2026Q1: 614 shares 614 $83.5K 0.03% +64 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,267 shares; 2026Q1: 2,671 shares 2,671 $80.9K 0.03% -6,596 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 411 shares; 2025Q1: 1 shares; 2025Q2: 3,566 shares; 2025Q3: 3,452 shares; 2025Q4: 3,257 shares; 2026Q1: 140 shares 140 $80.5K 0.03% -3,117 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 5,571 shares; 2025Q1: 4,700 shares; 2025Q2: 5,622 shares; 2025Q3: 5,493 shares; 2025Q4: 4,316 shares; 2026Q1: 3,792 shares 3,792 $80.2K 0.03% -524 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: 1,004 shares; 2024Q4: 1,041 shares; 2025Q1: 481 shares; 2025Q2: 412 shares; 2025Q3: 389 shares; 2025Q4: 394 shares; 2026Q1: 405 shares 405 $78.1K 0.03% +11 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,696 shares; 2025Q1: 1,567 shares; 2025Q2: 1,492 shares; 2025Q3: 1,566 shares; 2025Q4: 1,840 shares; 2026Q1: 1,498 shares 1,498 $77.8K 0.03% -342 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 1,359 shares 1,359 $75.2K 0.03% +536 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 670 shares; 2025Q1: 973 shares; 2025Q2: 1,087 shares; 2025Q3: 1,042 shares; 2025Q4: 846 shares; 2026Q1: 696 shares 696 $73.6K 0.03% -150 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,593 shares; 2025Q4: 1,628 shares; 2026Q1: 1,719 shares 1,719 $73.2K 0.03% +91 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 430 shares; 2025Q1: 381 shares; 2025Q2: 343 shares; 2025Q3: 330 shares; 2025Q4: 323 shares; 2026Q1: 333 shares 333 $73K 0.03% +10 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: 969 shares; 2024Q4: 903 shares; 2025Q1: 311 shares; 2025Q2: 272 shares; 2025Q3: 326 shares; 2025Q4: 346 shares; 2026Q1: 349 shares 349 $71K 0.02% +3 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: 259 shares; 2024Q4: 242 shares; 2025Q1: 223 shares; 2025Q2: 278 shares; 2025Q3: 304 shares; 2025Q4: 234 shares; 2026Q1: 238 shares 238 $69.6K 0.02% +4 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 1,909 shares; 2025Q4: 3,762 shares; 2026Q1: 5,685 shares 5,685 $69.2K 0.02% +1,923 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: 2,059 shares; 2025Q1: 3,352 shares; 2025Q2: 3,947 shares; 2025Q3: 3,687 shares; 2025Q4: 2,829 shares; 2026Q1: 2,597 shares 2,597 $68.6K 0.02% -232 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 8,216 shares; 2025Q1: 8,187 shares; 2025Q2: 7,521 shares; 2025Q3: 7,106 shares; 2025Q4: 7,437 shares; 2026Q1: 1,315 shares 1,315 $66.2K 0.02% -6,122 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 2,305 shares; 2025Q1: 1,657 shares; 2025Q2: 1,675 shares; 2025Q3: 1,694 shares; 2025Q4: 1,632 shares; 2026Q1: 1,509 shares 1,509 $65.8K 0.02% -123 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,024 shares 2,024 $65.1K 0.02% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $63.6K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 660 shares; 2025Q1: 421 shares; 2025Q2: 385 shares; 2025Q3: 369 shares; 2025Q4: 358 shares; 2026Q1: 359 shares 359 $62.3K 0.02% +1 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 236 shares; 2025Q1: 473 shares; 2025Q2: 131 shares; 2025Q3: 126 shares; 2025Q4: 120 shares; 2026Q1: 137 shares 137 $61.2K 0.02% +17 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,745 shares; 2025Q1: 230 shares; 2025Q2: 208 shares; 2025Q3: 200 shares; 2025Q4: 190 shares; 2026Q1: 186 shares 186 $60.9K 0.02% -4 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 2,939 shares; 2025Q1: 3,274 shares; 2025Q2: 3,228 shares; 2025Q3: 3,036 shares; 2025Q4: 3,039 shares; 2026Q1: 1,489 shares 1,489 $60.4K 0.02% -1,550 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: 22 shares; 2024Q4: 642 shares; 2025Q1: 736 shares; 2025Q2: 717 shares; 2025Q3: 680 shares; 2025Q4: 578 shares; 2026Q1: 564 shares 564 $60.3K 0.02% -14 Timeline EMLC 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: 4,967 shares; 2024Q4: 5,529 shares; 2025Q1: 2,419 shares; 2025Q2: 2,184 shares; 2025Q3: 2,469 shares; 2025Q4: 2,317 shares; 2026Q1: 2,392 shares 2,392 $60.1K 0.02% +75 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,246 shares; 2025Q1: 2,909 shares; 2025Q2: 2,942 shares; 2025Q3: 2,976 shares; 2025Q4: 2,969 shares; 2026Q1: 2,826 shares 2,826 $58.6K 0.02% -143 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,887 shares; 2025Q1: 1,844 shares; 2025Q2: 1,864 shares; 2025Q3: 1,883 shares; 2025Q4: 1,220 shares; 2026Q1: 1,177 shares 1,177 $58.6K 0.02% -43 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: 400 shares; 2024Q4: 379 shares; 2025Q1: 362 shares; 2025Q2: 332 shares; 2025Q3: 311 shares; 2025Q4: 288 shares; 2026Q1: 282 shares 282 $58.6K 0.02% -6 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 230 shares; 2025Q1: 11,222 shares; 2025Q2: 11,617 shares; 2025Q3: 11,140 shares; 2025Q4: 10,380 shares; 2026Q1: 2,186 shares 2,186 $57.6K 0.02% -8,194 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,526 shares 1,526 $57.1K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64 shares; 2026Q1: 67 shares 67 $51.8K 0.02% +3 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 315 shares; 2025Q1: 211 shares; 2025Q2: 187 shares; 2025Q3: 179 shares; 2025Q4: 173 shares; 2026Q1: 186 shares 186 $51.7K 0.02% +13 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 136 shares; 2025Q1: 135 shares; 2025Q2: 121 shares; 2025Q3: 113 shares; 2025Q4: 103 shares; 2026Q1: 99 shares 99 $51.6K 0.02% -4 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,190 shares; 2024Q4: 1,202 shares; 2025Q1: 1,211 shares; 2025Q2: 1,222 shares; 2025Q3: 1,233 shares; 2025Q4: 1,037 shares; 2026Q1: 989 shares 989 $50.3K 0.02% -48 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 835 shares; 2025Q1: 587 shares; 2025Q2: 634 shares; 2025Q3: 595 shares; 2025Q4: 461 shares; 2026Q1: 424 shares 424 $47.8K 0.02% -37 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215 shares; 2024Q4: 207 shares; 2025Q1: 131 shares; 2025Q2: 115 shares; 2025Q3: 128 shares; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $47.4K 0.02% 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: 153 shares; 2024Q4: 255 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 145 shares 145 $46.6K 0.02% +45 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,068 shares; 2025Q1: 1,093 shares; 2025Q2: 925 shares; 2025Q3: 929 shares; 2025Q4: 971 shares; 2026Q1: 976 shares 976 $45.9K 0.02% +5 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 514 shares; 2025Q1: 515 shares; 2025Q2: 485 shares; 2025Q3: 481 shares; 2025Q4: 487 shares; 2026Q1: 488 shares 488 $45.7K 0.02% +1 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 1,074 shares; 2025Q1: 1,934 shares; 2025Q2: 1,844 shares; 2025Q3: 169 shares; 2025Q4: 159 shares; 2026Q1: 165 shares 165 $45.3K 0.02% +6 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,071 shares; 2025Q1: 8,105 shares; 2025Q2: 6,836 shares; 2025Q3: 6,281 shares; 2025Q4: 5,576 shares; 2026Q1: 617 shares 617 $44.7K 0.02% -4,959 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,100 shares 1,100 $43.4K 0.01% +77 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 3,460 shares 3,460 $43.3K 0.01% +1,928 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 2,367 shares; 2025Q1: 1,926 shares; 2025Q2: 760 shares; 2025Q3: 149 shares; 2025Q4: 138 shares; 2026Q1: 232 shares 232 $43.2K 0.01% +94 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 198 shares; 2025Q1: 89 shares; 2025Q2: 84 shares; 2025Q3: 77 shares; 2025Q4: 74 shares; 2026Q1: 87 shares 87 $43K 0.01% +13 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 521 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 1,099 shares 1,099 $42.9K 0.01% +1,082 Timeline VGSH 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,499 shares; 2026Q1: 732 shares 732 $42.8K 0.01% -1,767 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: 42,480 shares; 2024Q4: 39,439 shares; 2025Q1: 32,458 shares; 2025Q2: 2,760 shares; 2025Q3: 2,088 shares; 2025Q4: 563 shares; 2026Q1: 694 shares 694 $42.1K 0.01% +131 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: 839 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 218 shares 218 $41.8K 0.01% new Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,129 shares; 2025Q1: 2,150 shares; 2025Q2: 1,437 shares; 2025Q3: 1,452 shares; 2025Q4: 1,467 shares; 2026Q1: 1,931 shares 1,931 $41.6K 0.01% +464 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: 347 shares; 2024Q4: 341 shares; 2025Q1: 137 shares; 2025Q2: 178 shares; 2025Q3: 336 shares; 2025Q4: 514 shares; 2026Q1: 126 shares 126 $41.5K 0.01% -388 Timeline SYSB 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: 11 shares; 2026Q1: 462 shares 462 $41.1K 0.01% +451 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 750 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 797 shares; 2026Q1: 924 shares 924 $40.8K 0.01% +127 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: 3,006 shares; 2024Q4: 1,487 shares; 2025Q1: 1,257 shares; 2025Q2: 1,342 shares; 2025Q3: 1,040 shares; 2025Q4: 763 shares; 2026Q1: 722 shares 722 $40.3K 0.01% -41 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: 2,587 shares; 2024Q4: 674 shares; 2025Q1: 490 shares; 2025Q2: 443 shares; 2025Q3: 429 shares; 2025Q4: 311 shares; 2026Q1: 304 shares 304 $39.9K 0.01% -7 Timeline FDCF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $39.2K 0.01% 0 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares 1,653 $39.1K 0.01% 0 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 5,028 shares; 2025Q1: 5,155 shares; 2025Q2: 6,130 shares; 2025Q3: 5,757 shares; 2025Q4: 4,462 shares; 2026Q1: 4,152 shares 4,152 $39.1K 0.01% -310 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares 195 $38.5K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 835 shares; 2025Q1: 729 shares; 2025Q2: 646 shares; 2025Q3: 613 shares; 2025Q4: 585 shares; 2026Q1: 575 shares 575 $38.1K 0.01% -10 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 873 shares; 2026Q1: 873 shares 873 $38.1K 0.01% 0 Timeline FBOT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,148 shares 1,148 $38K 0.01% +1 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,363 shares; 2025Q1: 173 shares; 2025Q2: 159 shares; 2025Q3: 11,393 shares; 2025Q4: 145 shares; 2026Q1: 140 shares 140 $37.4K 0.01% -5 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $37.3K 0.01% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327 shares; 2024Q4: 482 shares; 2025Q1: 483 shares; 2025Q2: 648 shares; 2025Q3: 649 shares; 2025Q4: 669 shares; 2026Q1: 528 shares 528 $36K 0.01% -141 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 682 shares; 2025Q1: 279 shares; 2025Q2: 255 shares; 2025Q3: 242 shares; 2025Q4: 241 shares; 2026Q1: 224 shares 224 $35.9K 0.01% -17 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: 122 shares; 2024Q4: 257 shares; 2025Q1: 161 shares; 2025Q2: 263 shares; 2025Q3: 266 shares; 2025Q4: 292 shares; 2026Q1: 295 shares 295 $35.7K 0.01% +3 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 1 shares; 2025Q4: 526 shares; 2026Q1: 531 shares 531 $35.2K 0.01% +5 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 400 shares; 2025Q1: 316 shares; 2025Q2: 281 shares; 2025Q3: 269 shares; 2025Q4: 255 shares; 2026Q1: 256 shares 256 $34.8K 0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 311 shares; 2025Q1: 197 shares; 2025Q2: 314 shares; 2025Q3: 3,928 shares; 2025Q4: 441 shares; 2026Q1: 748 shares 748 $34.7K 0.01% +307 Timeline FDFF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,083 shares 1,083 $33.9K 0.01% +2 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $33.2K 0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS 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: 159 shares; 2025Q3: 598 shares; 2025Q4: 945 shares; 2026Q1: 1,001 shares 1,001 $32.6K 0.01% +56 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares 512 $31.4K 0.01% new Timeline RING ISHARES INC More: the full row for ISHARES 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: 393 shares 393 $31K 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 1,681 shares; 2025Q1: 1,705 shares; 2025Q2: 1,730 shares; 2025Q3: 1,755 shares; 2025Q4: 2,507 shares; 2026Q1: 1,687 shares 1,687 $30K 0.01% -820 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,214 shares; 2025Q1: 1,598 shares; 2025Q2: 1,616 shares; 2025Q3: 1,635 shares; 2025Q4: 1,657 shares; 2026Q1: 1,563 shares 1,563 $29.6K 0.01% -94 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $29.6K 0.01% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $29.6K 0.01% new 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: 470 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 497 shares; 2025Q4: 919 shares; 2026Q1: 204 shares 204 $29.6K 0.01% -715 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 260 shares; 2025Q1: 248 shares; 2025Q2: 226 shares; 2025Q3: 216 shares; 2025Q4: 210 shares; 2026Q1: 211 shares 211 $29.3K 0.01% +1 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 576 shares; 2025Q1: 585 shares; 2025Q2: 1,054 shares; 2025Q3: 1,070 shares; 2025Q4: 1,085 shares; 2026Q1: 1,015 shares 1,015 $29.2K 0.01% -70 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,462 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,762 shares; 2025Q4: 2,762 shares; 2026Q1: 2,762 shares 2,762 $28.1K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,782 shares; 2024Q4: 42,689 shares; 2025Q1: 43,699 shares; 2025Q2: 44,516 shares; 2025Q3: 1,054 shares; 2025Q4: 1,409 shares; 2026Q1: 1,623 shares 1,623 $28K 0.01% +214 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: 2,061 shares; 2024Q4: 2,150 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares 58 $27.8K 0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 412 shares; 2025Q3: 392 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388 $26.9K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 174 shares; 2025Q4: 170 shares; 2026Q1: 171 shares 171 $26.6K 0.01% +1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 436 shares; 2025Q1: 265 shares; 2025Q2: 237 shares; 2025Q3: 259 shares; 2025Q4: 295 shares; 2026Q1: 313 shares 313 $26.5K 0.01% +18 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 277 shares; 2025Q1: 256 shares; 2025Q2: 229 shares; 2025Q3: 220 shares; 2025Q4: 214 shares; 2026Q1: 215 shares 215 $26.3K 0.01% +1 Timeline REET 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: 651 shares; 2024Q4: 663 shares; 2025Q1: 644 shares; 2025Q2: 649 shares; 2025Q3: 655 shares; 2025Q4: 832 shares; 2026Q1: 1,031 shares 1,031 $25.9K 0.01% +199 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 782 shares; 2025Q1: 204 shares; 2025Q2: 990 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 203 shares 203 $25.5K 0.01% +23 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 171 shares; 2025Q1: 127 shares; 2025Q2: 116 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $24.7K 0.01% 0 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,124 shares; 2025Q1: 1,126 shares; 2025Q2: 1,144 shares; 2025Q3: 1,153 shares; 2025Q4: 1,155 shares; 2026Q1: 1,158 shares 1,158 $24.2K 0.01% +3 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: 50 shares; 2024Q4: 248 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 152 shares; 2025Q4: 209 shares; 2026Q1: 211 shares 211 $23.8K 0.01% +2 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: 108 shares; 2024Q4: 124 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: 311 shares 311 $23.5K 0.01% +46 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 206 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 488 shares; 2026Q1: 490 shares 490 $22.9K 0.01% +2 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 556 shares; 2025Q1: 389 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 329 shares; 2026Q1: 299 shares 299 $21.7K 0.01% -30 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 274 shares; 2025Q1: 265 shares; 2025Q2: 238 shares; 2025Q3: 227 shares; 2025Q4: 222 shares; 2026Q1: 219 shares 219 $21.6K 0.01% -3 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 420 shares; 2025Q1: 278 shares; 2025Q2: 296 shares; 2025Q3: 300 shares; 2025Q4: 247 shares; 2026Q1: 289 shares 289 $21.2K 0.01% +42 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: 323 shares; 2024Q4: 313 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 89 shares 89 $21.1K 0.01% +28 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 858 shares; 2025Q2: 803 shares; 2025Q3: 751 shares; 2025Q4: 739 shares; 2026Q1: 748 shares 748 $20.6K 0.01% +9 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: 6,192 shares; 2024Q4: 333 shares; 2025Q1: 2 shares; 2025Q2: 3,502 shares; 2025Q3: 3,500 shares; 2025Q4: 3,224 shares; 2026Q1: 144 shares 144 $20.5K 0.01% -3,080 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 261 shares; 2025Q1: 265 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 256 shares; 2026Q1: 253 shares 253 $20.3K 0.01% -3 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: 227 shares; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $19.9K 0.01% new 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: 380 shares; 2024Q4: 378 shares; 2025Q1: 151 shares; 2025Q2: 127 shares; 2025Q3: 160 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $19.6K 0.01% 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: 601 shares; 2024Q4: 604 shares; 2025Q1: 269 shares; 2025Q2: 233 shares; 2025Q3: 321 shares; 2025Q4: 806 shares; 2026Q1: 289 shares 289 $19.5K 0.01% -517 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: 1,017 shares; 2024Q4: 1,004 shares; 2025Q1: 983 shares; 2025Q2: 738 shares; 2025Q3: 486 shares; 2025Q4: 392 shares; 2026Q1: 328 shares 328 $19.4K 0.01% -64 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $19.3K 0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 394 shares 394 $19.3K 0.01% +340 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: 62 shares; 2024Q4: 105 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 64 shares; 2026Q1: 65 shares 65 $18.8K 0.01% +1 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: 856 shares; 2024Q4: 652 shares; 2025Q1: 132 shares; 2025Q2: 127 shares; 2025Q3: 128 shares; 2025Q4: 203 shares; 2026Q1: 214 shares 214 $18.3K 0.01% +11 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 676 shares; 2025Q1: 289 shares; 2025Q2: 303 shares; 2025Q3: 306 shares; 2025Q4: 249 shares; 2026Q1: 254 shares 254 $17.6K 0.01% +5 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: 271 shares; 2024Q4: 111 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares 235 $16.9K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $16.8K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 118 shares; 2025Q1: 110 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 74 shares; 2026Q1: 89 shares 89 $16.5K 0.01% +15 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: 753 shares; 2024Q4: 810 shares; 2025Q1: 60 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 60 shares; 2026Q1: 61 shares 61 $15.8K 0.01% +1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $15.6K 0.01% new 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 161 shares; 2025Q3: 232 shares; 2025Q4: 214 shares; 2026Q1: 160 shares 160 $14.8K 0.01% -54 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 888 shares; 2025Q3: 843 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $14.8K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,372 shares; 2025Q1: 794 shares; 2025Q2: 465 shares; 2025Q3: 468 shares; 2025Q4: 287 shares; 2026Q1: 226 shares 226 $14.6K 0.01% -61 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 444 shares; 2025Q1: 7 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 194 shares; 2026Q1: 276 shares 276 $14.6K 0.01% +82 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: 553 shares; 2024Q4: 494 shares; 2025Q1: 273 shares; 2025Q2: 240 shares; 2025Q3: 230 shares; 2025Q4: 3,932 shares; 2026Q1: 74 shares 74 $14.4K <0.01% -3,858 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 206 shares; 2025Q1: 173 shares; 2025Q2: 188 shares; 2025Q3: 190 shares; 2025Q4: 157 shares; 2026Q1: 154 shares 154 $13.9K <0.01% -3 Timeline USHY 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: 465 shares; 2024Q4: 476 shares; 2025Q1: 263 shares; 2025Q2: 267 shares; 2025Q3: 385 shares; 2025Q4: 368 shares; 2026Q1: 372 shares 372 $13.7K <0.01% +4 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 193 shares 193 $13.7K <0.01% -5 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 191 shares 191 $13.7K <0.01% +2 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,480 shares; 2025Q1: 644 shares; 2025Q2: 575 shares; 2025Q3: 545 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $13.7K <0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 159 shares; 2025Q1: 896 shares; 2025Q2: 824 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 381 shares 381 $13.4K <0.01% +380 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 123 shares; 2025Q1: 117 shares; 2025Q2: 94 shares; 2025Q3: 95 shares; 2025Q4: 96 shares; 2026Q1: 85 shares 85 $13.4K <0.01% -11 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: 431 shares; 2024Q4: 531 shares; 2025Q1: 111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 122 shares 122 $13.3K <0.01% +1 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: 343 shares; 2024Q4: 343 shares; 2025Q1: 147 shares; 2025Q2: 153 shares; 2025Q3: 123 shares; 2025Q4: 96 shares; 2026Q1: 93 shares 93 $13.1K <0.01% -3 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 349 shares; 2025Q1: 175 shares; 2025Q2: 176 shares; 2025Q3: 178 shares; 2025Q4: 153 shares; 2026Q1: 154 shares 154 $12.6K <0.01% +1 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 598 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $12.6K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 277 shares; 2025Q1: 187 shares; 2025Q2: 205 shares; 2025Q3: 207 shares; 2025Q4: 173 shares; 2026Q1: 172 shares 172 $12.3K <0.01% -1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18 $12.3K <0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 315 shares; 2025Q1: 273 shares; 2025Q2: 274 shares; 2025Q3: 276 shares; 2025Q4: 278 shares; 2026Q1: 280 shares 280 $12.2K <0.01% +2 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 151 shares 151 $12.2K <0.01% +11 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 25 shares; 2025Q1: 1,154 shares; 2025Q2: 169 shares; 2025Q3: 162 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $12.1K <0.01% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 768 shares; 2025Q1: 772 shares; 2025Q2: 783 shares; 2025Q3: 684 shares; 2025Q4: 678 shares; 2026Q1: 680 shares 680 $12.1K <0.01% +2 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,384 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323 shares 323 $12K <0.01% new 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: 4,830 shares; 2024Q4: 4,604 shares; 2025Q1: 4,050 shares; 2025Q2: 3,829 shares; 2025Q3: 102 shares; 2025Q4: 91 shares; 2026Q1: 89 shares 89 $11.7K <0.01% -2 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,455 shares; 2025Q4: 150 shares; 2026Q1: 110 shares 110 $11.6K <0.01% -40 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180 $11.5K <0.01% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares 232 $11.5K <0.01% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,937 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 291 shares; 2026Q1: 291 shares 291 $11.5K <0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 280 shares 280 $11.4K <0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 37 shares; 2025Q3: 13 shares; 2025Q4: 31 shares; 2026Q1: 108 shares 108 $11.2K <0.01% +77 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 67 shares; 2025Q1: 48 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 45 shares; 2026Q1: 46 shares 46 $11.1K <0.01% +1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 1,737 shares; 2026Q1: 48 shares 48 $10.5K <0.01% -1,689 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: 1,010 shares; 2024Q4: 894 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 112 shares 112 $10.5K <0.01% +92 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: 152 shares; 2024Q4: 133 shares; 2025Q1: 48 shares; 2025Q2: 51 shares; 2025Q3: 43 shares; 2025Q4: 39 shares; 2026Q1: 45 shares 45 $10.1K <0.01% +6 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares 34 $9.92K <0.01% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $9.56K <0.01% new Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 296 shares 296 $9.55K <0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 256 shares; 2025Q1: 172 shares; 2025Q2: 166 shares; 2025Q3: 167 shares; 2025Q4: 168 shares; 2026Q1: 183 shares 183 $9.23K <0.01% +15 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 358 shares; 2025Q1: 229 shares; 2025Q2: 217 shares; 2025Q3: 63 shares; 2025Q4: 70 shares; 2026Q1: 75 shares 75 $8.92K <0.01% +5 Timeline VPL 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: 85 shares; 2024Q4: 86 shares; 2025Q1: 126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $8.78K <0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 553 shares; 2025Q2: 523 shares; 2025Q3: 174 shares; 2025Q4: 157 shares; 2026Q1: 164 shares 164 $8.65K <0.01% +7 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 106 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $8.46K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 25 shares 25 $8.45K <0.01% +14 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 78 shares; 2025Q2: 82 shares; 2025Q3: 78 shares; 2025Q4: 69 shares; 2026Q1: 75 shares 75 $7.92K <0.01% +6 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares 4 $7.66K <0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147 shares 147 $7.61K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,133 shares; 2024Q4: 12,278 shares; 2025Q1: 9,505 shares; 2025Q2: 9,720 shares; 2025Q3: 10,223 shares; 2025Q4: 9 shares; 2026Q1: 97 shares 97 $7.06K <0.01% +88 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $6.77K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 84 shares; 2025Q1: 47 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 14 shares 14 $6.63K <0.01% +14 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: 34 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares 41 $6.15K <0.01% new 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: 472 shares; 2024Q4: 392 shares; 2025Q1: 274 shares; 2025Q2: 252 shares; 2025Q3: 242 shares; 2025Q4: 0 shares; 2026Q1: 68 shares 68 $6.13K <0.01% +68 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 3,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $6.08K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 110 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 25 shares 25 $5.99K <0.01% +17 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: 15 shares; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $5.73K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 17,463 shares; 2025Q1: 17,369 shares; 2025Q2: 10,399 shares; 2025Q3: 47 shares; 2025Q4: 10 shares; 2026Q1: 71 shares 71 $5.71K <0.01% +61 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares 218 $5.57K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,167 shares; 2025Q1: 1,125 shares; 2025Q2: 1,470 shares; 2025Q3: 1,616 shares; 2025Q4: 1,611 shares; 2026Q1: 41 shares 41 $5.33K <0.01% -1,570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80 $5.22K <0.01% new 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: 188 shares; 2024Q4: 183 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $5.21K <0.01% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $5.14K <0.01% new 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: 342 shares; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47 shares 47 $5.09K <0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 132 shares 132 $5.07K <0.01% +52 Timeline RWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109 shares 109 $4.99K <0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 247 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7,486 shares; 2025Q4: 2,590 shares; 2026Q1: 23 shares 23 $4.96K <0.01% -2,567 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares 84 $4.94K <0.01% new 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: 7 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $4.9K <0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $4.83K <0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 342 shares 342 $4.82K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 393 shares; 2025Q1: 93 shares; 2025Q2: 82 shares; 2025Q3: 78 shares; 2025Q4: 75 shares; 2026Q1: 11 shares 11 $4.81K <0.01% -64 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $4.69K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,753 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 19 shares 19 $4.67K <0.01% +11 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265 shares 265 $4.66K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO 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: 813 shares; 2026Q1: 500 shares 500 $4.64K <0.01% -313 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $4.61K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243 shares 243 $4.46K <0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares 4 $4.37K <0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 5 shares 5 $4.37K <0.01% -1 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: 348 shares; 2024Q4: 338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares 58 $4.37K <0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares 62 $4.29K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 59 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $4.28K <0.01% new 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: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $4.21K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 24 shares 24 $3.99K <0.01% -59 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: 182 shares; 2024Q4: 183 shares; 2025Q1: 185 shares; 2025Q2: 8 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 37 shares 37 $3.97K <0.01% +36 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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $3.96K <0.01% new 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: 291 shares; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $3.92K <0.01% new 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: 76 shares; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18 $3.86K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 43 shares 43 $3.84K <0.01% +31 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,319 shares; 2025Q1: 4,266 shares; 2025Q2: 3,181 shares; 2025Q3: 49 shares; 2025Q4: 107 shares; 2026Q1: 21 shares 21 $3.83K <0.01% -86 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29 $3.8K <0.01% new 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: 120 shares; 2024Q4: 123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares 21 $3.78K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $3.78K <0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares 32 $3.71K <0.01% new 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: 52 shares; 2024Q4: 52 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $3.67K <0.01% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $3.66K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 41 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares 14 $3.5K <0.01% new 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: 434 shares; 2024Q4: 71 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 13 shares 13 $3.47K <0.01% +13 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares 2 $3.46K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $3.45K <0.01% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG 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: 20 shares 20 $3.43K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 447 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 10 shares 10 $3.41K <0.01% +10 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares 36 $3.35K <0.01% new 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: 351 shares; 2024Q4: 262 shares; 2025Q1: 47 shares; 2025Q2: 3,464 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares 135 $3.3K <0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares 19 $3.25K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares 17 $3.21K <0.01% new Timeline SUSC 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: 147 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138 shares 138 $3.19K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares 8 $3.18K <0.01% new Timeline EAGG 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: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66 shares 66 $3.16K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $3.16K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 40 shares 40 $3.16K <0.01% +40 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 152 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42 $3.13K <0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares 11 $3.11K <0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 14,292 shares; 2025Q1: 10,752 shares; 2025Q2: 346 shares; 2025Q3: 113 shares; 2025Q4: 133 shares; 2026Q1: 39 shares 39 $3.1K <0.01% -94 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 582 shares; 2025Q1: 466 shares; 2025Q2: 419 shares; 2025Q3: 398 shares; 2025Q4: 0 shares; 2026Q1: 31 shares 31 $3.08K <0.01% +31 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $3.02K <0.01% new Timeline SPEU 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 39,145 shares; 2025Q2: 0 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 58 shares 58 $2.99K <0.01% +58 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares 79 $2.97K <0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12 $2.96K <0.01% new Timeline OEF 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: 39 shares; 2024Q4: 65 shares; 2025Q1: 1,771 shares; 2025Q2: 2,795 shares; 2025Q3: 5,042 shares; 2025Q4: 5,258 shares; 2026Q1: 9 shares 9 $2.91K <0.01% -5,249 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $2.89K <0.01% new 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: 125 shares; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares 88 $2.88K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $2.85K <0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $2.82K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 250 shares; 2025Q1: 196 shares; 2025Q2: 963 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $2.77K <0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 19 shares 19 $2.74K <0.01% +19 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares 9 $2.72K <0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares 38 $2.67K <0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $2.67K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72 shares 72 $2.65K <0.01% new Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares 89 $2.65K <0.01% new Timeline MOG-A MOOG INC More: the full row for MOOG 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: 9 shares 9 $2.63K <0.01% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18 $2.58K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares 13 $2.54K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $2.52K <0.01% new Timeline NPO ENPRO INC More: the full row for ENPRO 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: 10 shares 10 $2.51K <0.01% new 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: 226 shares; 2024Q4: 216 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares 16 $2.49K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares 12 $2.48K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46 $2.46K <0.01% new Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $2.46K <0.01% new Timeline