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: 207,656 shares; 2024Q4: 203,729 shares; 2025Q1: 202,245 shares; 2025Q2: 200,049 shares; 2025Q3: 195,211 shares; 2025Q4: 191,696 shares; 2026Q1: 192,274 shares 192,274 $48.8M 6.48% +578 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: 365,737 shares; 2024Q4: 362,577 shares; 2025Q1: 362,667 shares; 2025Q2: 353,157 shares; 2025Q3: 333,935 shares; 2025Q4: 315,768 shares; 2026Q1: 306,544 shares 306,544 $38.7M 5.14% -9,224 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: 93,752 shares; 2024Q4: 92,249 shares; 2025Q1: 91,341 shares; 2025Q2: 88,955 shares; 2025Q3: 87,650 shares; 2025Q4: 87,090 shares; 2026Q1: 88,909 shares 88,909 $32.9M 4.37% +1,819 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: 125,310 shares; 2024Q4: 124,306 shares; 2025Q1: 122,683 shares; 2025Q2: 121,026 shares; 2025Q3: 111,857 shares; 2025Q4: 110,564 shares; 2026Q1: 110,493 shares 110,493 $32.5M 4.31% -71 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: 77,319 shares; 2024Q4: 77,471 shares; 2025Q1: 80,565 shares; 2025Q2: 82,333 shares; 2025Q3: 81,783 shares; 2025Q4: 79,526 shares; 2026Q1: 77,572 shares 77,572 $22.3M 2.96% -1,954 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: 226,746 shares; 2024Q4: 226,482 shares; 2025Q1: 227,972 shares; 2025Q2: 226,653 shares; 2025Q3: 225,337 shares; 2025Q4: 223,315 shares; 2026Q1: 221,991 shares 221,991 $20.6M 2.74% -1,324 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,739 shares; 2024Q4: 67,604 shares; 2025Q1: 66,850 shares; 2025Q2: 66,638 shares; 2025Q3: 65,722 shares; 2025Q4: 65,244 shares; 2026Q1: 65,448 shares 65,448 $20.3M 2.7% +204 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: 125,708 shares; 2024Q4: 125,405 shares; 2025Q1: 125,151 shares; 2025Q2: 123,595 shares; 2025Q3: 123,241 shares; 2025Q4: 120,975 shares; 2026Q1: 120,503 shares 120,503 $19.2M 2.55% -472 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: 75,188 shares; 2024Q4: 70,999 shares; 2025Q1: 68,682 shares; 2025Q2: 67,310 shares; 2025Q3: 64,775 shares; 2025Q4: 61,608 shares; 2026Q1: 60,746 shares 60,746 $18.8M 2.5% -862 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: 80,810 shares; 2024Q4: 85,176 shares; 2025Q1: 85,334 shares; 2025Q2: 85,411 shares; 2025Q3: 84,665 shares; 2025Q4: 84,406 shares; 2026Q1: 85,442 shares 85,442 $18.6M 2.47% +1,036 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: 45,486 shares; 2024Q4: 45,300 shares; 2025Q1: 45,064 shares; 2025Q2: 44,933 shares; 2025Q3: 44,118 shares; 2025Q4: 44,059 shares; 2026Q1: 44,189 shares 44,189 $14.5M 1.93% +130 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: 77,823 shares; 2024Q4: 77,038 shares; 2025Q1: 70,538 shares; 2025Q2: 67,681 shares; 2025Q3: 61,446 shares; 2025Q4: 60,744 shares; 2026Q1: 59,387 shares 59,387 $14.5M 1.93% -1,357 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: 12,089 shares; 2024Q4: 12,006 shares; 2025Q1: 12,147 shares; 2025Q2: 12,071 shares; 2025Q3: 12,271 shares; 2025Q4: 13,483 shares; 2026Q1: 13,424 shares 13,424 $13.4M 1.78% -59 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: 14,375 shares; 2024Q4: 14,047 shares; 2025Q1: 14,031 shares; 2025Q2: 14,017 shares; 2025Q3: 13,912 shares; 2025Q4: 13,819 shares; 2026Q1: 13,865 shares 13,865 $13.3M 1.77% +46 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: 75,280 shares; 2024Q4: 73,728 shares; 2025Q1: 76,045 shares; 2025Q2: 76,346 shares; 2025Q3: 74,774 shares; 2025Q4: 72,897 shares; 2026Q1: 72,240 shares 72,240 $12.6M 1.67% -657 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: 82,556 shares; 2024Q4: 82,460 shares; 2025Q1: 81,605 shares; 2025Q2: 81,335 shares; 2025Q3: 79,774 shares; 2025Q4: 81,511 shares; 2026Q1: 80,885 shares 80,885 $11.7M 1.55% -626 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: 73,502 shares; 2024Q4: 74,073 shares; 2025Q1: 75,117 shares; 2025Q2: 75,818 shares; 2025Q3: 77,298 shares; 2025Q4: 75,924 shares; 2026Q1: 75,160 shares 75,160 $11.7M 1.55% -764 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: 54,970 shares; 2024Q4: 54,694 shares; 2025Q1: 54,503 shares; 2025Q2: 54,273 shares; 2025Q3: 53,671 shares; 2025Q4: 55,185 shares; 2026Q1: 54,754 shares 54,754 $11.3M 1.5% -431 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: 59,418 shares; 2024Q4: 59,339 shares; 2025Q1: 58,811 shares; 2025Q2: 58,581 shares; 2025Q3: 57,501 shares; 2025Q4: 57,418 shares; 2026Q1: 56,481 shares 56,481 $10.9M 1.45% -937 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: 49,979 shares; 2024Q4: 49,910 shares; 2025Q1: 49,993 shares; 2025Q2: 49,615 shares; 2025Q3: 51,093 shares; 2025Q4: 51,381 shares; 2026Q1: 50,899 shares 50,899 $10.1M 1.34% -482 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: 55,957 shares; 2024Q4: 56,163 shares; 2025Q1: 57,717 shares; 2025Q2: 57,052 shares; 2025Q3: 55,292 shares; 2025Q4: 55,561 shares; 2026Q1: 54,534 shares 54,534 $9.25M 1.23% -1,027 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,132 shares; 2025Q1: 6,045 shares; 2025Q2: 90,200 shares; 2025Q3: 89,290 shares; 2025Q4: 92,240 shares; 2026Q1: 91,319 shares 91,319 $8.43M 1.12% -921 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: 27,797 shares; 2024Q4: 27,696 shares; 2025Q1: 28,085 shares; 2025Q2: 34,711 shares; 2025Q3: 35,130 shares; 2025Q4: 37,328 shares; 2026Q1: 39,294 shares 39,294 $8.25M 1.1% +1,966 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 16,553 shares; 2025Q1: 17,917 shares; 2025Q2: 17,897 shares; 2025Q3: 28,002 shares; 2025Q4: 34,000 shares; 2026Q1: 34,450 shares 34,450 $7.92M 1.05% +450 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: 22,989 shares; 2024Q4: 22,947 shares; 2025Q1: 27,668 shares; 2025Q2: 28,584 shares; 2025Q3: 28,682 shares; 2025Q4: 30,913 shares; 2026Q1: 37,224 shares 37,224 $7.75M 1.03% +6,311 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: 16,661 shares; 2024Q4: 16,625 shares; 2025Q1: 17,323 shares; 2025Q2: 17,190 shares; 2025Q3: 18,598 shares; 2025Q4: 21,424 shares; 2026Q1: 22,533 shares 22,533 $7.4M 0.98% +1,109 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: 41,718 shares; 2024Q4: 41,390 shares; 2025Q1: 41,324 shares; 2025Q2: 40,478 shares; 2025Q3: 34,488 shares; 2025Q4: 30,086 shares; 2026Q1: 27,599 shares 27,599 $7.18M 0.95% -2,487 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: 38,238 shares; 2024Q4: 47,327 shares; 2025Q1: 54,944 shares; 2025Q2: 56,668 shares; 2025Q3: 59,142 shares; 2025Q4: 59,610 shares; 2026Q1: 58,980 shares 58,980 $7.09M 0.94% -630 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: 57,192 shares; 2024Q4: 55,447 shares; 2025Q1: 54,313 shares; 2025Q2: 54,213 shares; 2025Q3: 52,901 shares; 2025Q4: 53,158 shares; 2026Q1: 65,853 shares 65,853 $6.76M 0.9% +12,695 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: 1,710 shares; 2024Q4: 3,365 shares; 2025Q1: 3,469 shares; 2025Q2: 4,928 shares; 2025Q3: 6,956 shares; 2025Q4: 7,045 shares; 2026Q1: 6,974 shares 6,974 $6.41M 0.85% -71 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: 45,454 shares; 2024Q4: 46,471 shares; 2025Q1: 45,197 shares; 2025Q2: 41,907 shares; 2025Q3: 37,089 shares; 2025Q4: 34,430 shares; 2026Q1: 33,029 shares 33,029 $6.26M 0.83% -1,401 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,944 shares; 2024Q4: 26,414 shares; 2025Q1: 26,071 shares; 2025Q2: 25,637 shares; 2025Q3: 25,803 shares; 2025Q4: 25,269 shares; 2026Q1: 24,927 shares 24,927 $6.16M 0.82% -342 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: 26,626 shares; 2024Q4: 26,121 shares; 2025Q1: 26,204 shares; 2025Q2: 25,217 shares; 2025Q3: 25,046 shares; 2025Q4: 24,749 shares; 2026Q1: 24,776 shares 24,776 $6M 0.8% +27 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: 54,934 shares; 2024Q4: 54,460 shares; 2025Q1: 53,888 shares; 2025Q2: 54,000 shares; 2025Q3: 50,535 shares; 2025Q4: 49,390 shares; 2026Q1: 47,566 shares 47,566 $5.91M 0.78% -1,824 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: 55,110 shares; 2024Q4: 58,064 shares; 2025Q1: 63,061 shares; 2025Q2: 61,423 shares; 2025Q3: 63,723 shares; 2025Q4: 68,574 shares; 2026Q1: 78,416 shares 78,416 $5.91M 0.78% +9,842 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: 22,868 shares; 2024Q4: 22,599 shares; 2025Q1: 23,358 shares; 2025Q2: 23,410 shares; 2025Q3: 25,015 shares; 2025Q4: 25,956 shares; 2026Q1: 28,567 shares 28,567 $5.8M 0.77% +2,611 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: 160,659 shares; 2024Q4: 158,432 shares; 2025Q1: 150,599 shares; 2025Q2: 118,314 shares; 2025Q3: 115,176 shares; 2025Q4: 113,977 shares; 2026Q1: 116,142 shares 116,142 $5.66M 0.75% +2,165 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: 46,481 shares; 2024Q4: 46,118 shares; 2025Q1: 45,669 shares; 2025Q2: 43,311 shares; 2025Q3: 39,633 shares; 2025Q4: 38,417 shares; 2026Q1: 37,596 shares 37,596 $5.53M 0.73% -821 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: 2,691 shares; 2024Q4: 27,541 shares; 2025Q1: 28,976 shares; 2025Q2: 28,922 shares; 2025Q3: 28,132 shares; 2025Q4: 27,652 shares; 2026Q1: 25,634 shares 25,634 $5.48M 0.73% -2,018 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,502 shares; 2024Q4: 13,532 shares; 2025Q1: 13,621 shares; 2025Q2: 13,531 shares; 2025Q3: 13,448 shares; 2025Q4: 13,308 shares; 2026Q1: 13,979 shares 13,979 $5.46M 0.72% +671 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,874 shares; 2024Q4: 77,870 shares; 2025Q1: 81,593 shares; 2025Q2: 83,673 shares; 2025Q3: 83,248 shares; 2025Q4: 109,938 shares; 2026Q1: 113,560 shares 113,560 $5.14M 0.68% +3,622 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: 31,389 shares; 2024Q4: 31,344 shares; 2025Q1: 31,604 shares; 2025Q2: 31,626 shares; 2025Q3: 24,960 shares; 2025Q4: 24,602 shares; 2026Q1: 24,562 shares 24,562 $5.11M 0.68% -40 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,988 shares; 2024Q4: 26,561 shares; 2025Q1: 25,332 shares; 2025Q2: 24,713 shares; 2025Q3: 24,349 shares; 2025Q4: 23,534 shares; 2026Q1: 22,543 shares 22,543 $5.08M 0.67% -991 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 10,036 shares; 2025Q1: 12,713 shares; 2025Q2: 12,447 shares; 2025Q3: 12,210 shares; 2025Q4: 12,318 shares; 2026Q1: 11,993 shares 11,993 $5M 0.66% -325 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: 14,042 shares; 2024Q4: 14,575 shares; 2025Q1: 15,466 shares; 2025Q2: 15,677 shares; 2025Q3: 15,537 shares; 2025Q4: 15,235 shares; 2026Q1: 15,060 shares 15,060 $4.79M 0.64% -175 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: 34,569 shares; 2024Q4: 33,468 shares; 2025Q1: 33,754 shares; 2025Q2: 33,814 shares; 2025Q3: 33,829 shares; 2025Q4: 34,217 shares; 2026Q1: 36,387 shares 36,387 $4.69M 0.62% +2,170 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,600 shares; 2024Q4: 34,691 shares; 2025Q1: 34,892 shares; 2025Q2: 35,112 shares; 2025Q3: 34,983 shares; 2025Q4: 35,782 shares; 2026Q1: 39,411 shares 39,411 $4.53M 0.6% +3,629 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: 6,570 shares; 2024Q4: 13,076 shares; 2025Q1: 13,475 shares; 2025Q2: 13,574 shares; 2025Q3: 14,073 shares; 2025Q4: 17,537 shares; 2026Q1: 24,571 shares 24,571 $3.94M 0.52% +7,034 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: 61,604 shares; 2024Q4: 60,435 shares; 2025Q1: 60,032 shares; 2025Q2: 52,185 shares; 2025Q3: 50,839 shares; 2025Q4: 50,705 shares; 2026Q1: 49,621 shares 49,621 $3.85M 0.51% -1,084 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: 29,600 shares; 2024Q4: 30,214 shares; 2025Q1: 29,315 shares; 2025Q2: 29,052 shares; 2025Q3: 27,112 shares; 2025Q4: 27,572 shares; 2026Q1: 27,001 shares 27,001 $3.57M 0.47% -571 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: 17,357 shares; 2024Q4: 17,647 shares; 2025Q1: 20,700 shares; 2025Q2: 21,643 shares; 2025Q3: 22,618 shares; 2025Q4: 25,199 shares; 2026Q1: 24,279 shares 24,279 $3.51M 0.47% -920 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: 6,594 shares; 2024Q4: 6,325 shares; 2025Q1: 6,230 shares; 2025Q2: 6,230 shares; 2025Q3: 5,330 shares; 2025Q4: 5,230 shares; 2026Q1: 4,880 shares 4,880 $3.46M 0.46% -350 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,496 shares; 2024Q4: 23,534 shares; 2025Q1: 30,400 shares; 2025Q2: 32,308 shares; 2025Q3: 33,903 shares; 2025Q4: 41,884 shares; 2026Q1: 41,553 shares 41,553 $3.43M 0.46% -331 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: 42,138 shares; 2024Q4: 41,445 shares; 2025Q1: 41,075 shares; 2025Q2: 49,805 shares; 2025Q3: 61,954 shares; 2025Q4: 4,322 shares; 2026Q1: 61,103 shares 61,103 $3.41M 0.45% +56,781 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: 25,771 shares; 2024Q4: 25,531 shares; 2025Q1: 25,393 shares; 2025Q2: 25,353 shares; 2025Q3: 24,553 shares; 2025Q4: 24,423 shares; 2026Q1: 24,211 shares 24,211 $3.17M 0.42% -212 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: 12,648 shares; 2024Q4: 13,423 shares; 2025Q1: 15,398 shares; 2025Q2: 16,278 shares; 2025Q3: 28,952 shares; 2025Q4: 35,920 shares; 2026Q1: 48,685 shares 48,685 $3.06M 0.41% +12,765 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,124 shares; 2024Q4: 25,432 shares; 2025Q1: 20,805 shares; 2025Q2: 22,075 shares; 2025Q3: 17,807 shares; 2025Q4: 14,037 shares; 2026Q1: 13,447 shares 13,447 $3.04M 0.4% -590 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,531 shares; 2024Q4: 13,378 shares; 2025Q1: 14,537 shares; 2025Q2: 14,466 shares; 2025Q3: 14,576 shares; 2025Q4: 14,412 shares; 2026Q1: 13,992 shares 13,992 $2.97M 0.39% -420 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: 79,784 shares; 2024Q4: 79,564 shares; 2025Q1: 75,159 shares; 2025Q2: 64,689 shares; 2025Q3: 60,684 shares; 2025Q4: 58,229 shares; 2026Q1: 58,241 shares 58,241 $2.92M 0.39% +12 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: 23,050 shares; 2024Q4: 22,944 shares; 2025Q1: 22,928 shares; 2025Q2: 22,623 shares; 2025Q3: 22,573 shares; 2025Q4: 22,227 shares; 2026Q1: 21,998 shares 21,998 $2.88M 0.38% -229 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,108 shares; 2024Q4: 4,123 shares; 2025Q1: 3,973 shares; 2025Q2: 3,975 shares; 2025Q3: 3,944 shares; 2025Q4: 4,142 shares; 2026Q1: 5,735 shares 5,735 $2.87M 0.38% +1,593 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: 22,956 shares; 2024Q4: 22,296 shares; 2025Q1: 21,696 shares; 2025Q2: 21,396 shares; 2025Q3: 20,996 shares; 2025Q4: 20,373 shares; 2026Q1: 20,373 shares 20,373 $2.84M 0.38% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,886 shares; 2024Q4: 43,285 shares; 2025Q1: 42,434 shares; 2025Q2: 42,818 shares; 2025Q3: 42,791 shares; 2025Q4: 44,739 shares; 2026Q1: 45,664 shares 45,664 $2.79M 0.37% +925 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,265 shares; 2024Q4: 18,516 shares; 2025Q1: 18,884 shares; 2025Q2: 18,844 shares; 2025Q3: 18,844 shares; 2025Q4: 20,007 shares; 2026Q1: 23,332 shares 23,332 $2.79M 0.37% +3,325 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,988 shares; 2024Q4: 6,917 shares; 2025Q1: 7,281 shares; 2025Q2: 7,588 shares; 2025Q3: 7,743 shares; 2025Q4: 7,625 shares; 2026Q1: 7,443 shares 7,443 $2.7M 0.36% -182 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: 1,774 shares; 2024Q4: 1,945 shares; 2025Q1: 1,955 shares; 2025Q2: 1,968 shares; 2025Q3: 3,048 shares; 2025Q4: 3,132 shares; 2026Q1: 3,090 shares 3,090 $2.67M 0.35% -42 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: 4,244 shares; 2024Q4: 4,174 shares; 2025Q1: 4,107 shares; 2025Q2: 3,873 shares; 2025Q3: 3,833 shares; 2025Q4: 3,690 shares; 2026Q1: 4,089 shares 4,089 $2.67M 0.35% +399 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: 14,202 shares; 2024Q4: 14,132 shares; 2025Q1: 20,885 shares; 2025Q2: 27,736 shares; 2025Q3: 30,081 shares; 2025Q4: 25,437 shares; 2026Q1: 26,778 shares 26,778 $2.65M 0.35% +1,341 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: 6,007 shares; 2024Q4: 5,607 shares; 2025Q1: 7,296 shares; 2025Q2: 9,484 shares; 2025Q3: 12,081 shares; 2025Q4: 12,265 shares; 2026Q1: 13,904 shares 13,904 $2.6M 0.34% +1,639 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: 28,267 shares; 2024Q4: 29,157 shares; 2025Q1: 30,502 shares; 2025Q2: 30,634 shares; 2025Q3: 31,497 shares; 2025Q4: 33,722 shares; 2026Q1: 39,148 shares 39,148 $2.6M 0.34% +5,426 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: 2,642 shares; 2024Q4: 2,587 shares; 2025Q1: 2,547 shares; 2025Q2: 2,532 shares; 2025Q3: 2,500 shares; 2025Q4: 4,044 shares; 2026Q1: 3,969 shares 3,969 $2.58M 0.34% -75 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: 50,778 shares; 2024Q4: 50,877 shares; 2025Q1: 49,439 shares; 2025Q2: 41,790 shares; 2025Q3: 30,819 shares; 2025Q4: 26,800 shares; 2026Q1: 26,225 shares 26,225 $2.58M 0.34% -575 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,144 shares; 2024Q4: 70,984 shares; 2025Q1: 58,191 shares; 2025Q2: 51,329 shares; 2025Q3: 33,459 shares; 2025Q4: 26,451 shares; 2026Q1: 25,961 shares 25,961 $2.42M 0.32% -490 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: 107,604 shares; 2024Q4: 84,807 shares; 2025Q1: 59,775 shares; 2025Q2: 44,331 shares; 2025Q3: 35,185 shares; 2025Q4: 33,945 shares; 2026Q1: 32,388 shares 32,388 $2.33M 0.31% -1,557 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 5,149 shares; 2025Q1: 5,320 shares; 2025Q2: 5,417 shares; 2025Q3: 9,373 shares; 2025Q4: 12,319 shares; 2026Q1: 14,618 shares 14,618 $2.3M 0.31% +2,299 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: 5,605 shares; 2024Q4: 5,555 shares; 2025Q1: 4,988 shares; 2025Q2: 3,908 shares; 2025Q3: 3,725 shares; 2025Q4: 3,795 shares; 2026Q1: 3,720 shares 3,720 $2.25M 0.3% -75 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 618 shares; 2025Q1: 623 shares; 2025Q2: 630 shares; 2025Q3: 1,841 shares; 2025Q4: 1,958 shares; 2026Q1: 1,937 shares 1,937 $2.25M 0.3% -21 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: 7,649 shares; 2024Q4: 7,579 shares; 2025Q1: 7,462 shares; 2025Q2: 7,478 shares; 2025Q3: 7,301 shares; 2025Q4: 7,238 shares; 2026Q1: 7,238 shares 7,238 $2.19M 0.29% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 14,781 shares; 2025Q1: 15,024 shares; 2025Q2: 13,692 shares; 2025Q3: 8,828 shares; 2025Q4: 8,100 shares; 2026Q1: 7,951 shares 7,951 $2.15M 0.29% -149 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: 6,066 shares; 2024Q4: 6,116 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,158 shares; 2025Q4: 6,305 shares; 2026Q1: 6,305 shares 6,305 $2.06M 0.27% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 5,514 shares; 2025Q1: 6,549 shares; 2025Q2: 6,850 shares; 2025Q3: 6,775 shares; 2025Q4: 6,695 shares; 2026Q1: 7,229 shares 7,229 $2.02M 0.27% +534 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: 26,480 shares; 2024Q4: 26,240 shares; 2025Q1: 25,990 shares; 2025Q2: 25,303 shares; 2025Q3: 24,903 shares; 2025Q4: 25,365 shares; 2026Q1: 25,352 shares 25,352 $2.02M 0.27% -13 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: 10,157 shares; 2024Q4: 10,157 shares; 2025Q1: 9,629 shares; 2025Q2: 9,629 shares; 2025Q3: 9,604 shares; 2025Q4: 9,051 shares; 2026Q1: 9,036 shares 9,036 $1.94M 0.26% -15 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,887 shares; 2025Q1: 3,865 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 4,014 shares; 2026Q1: 4,004 shares 4,004 $1.92M 0.25% -10 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: 6,546 shares; 2024Q4: 6,546 shares; 2025Q1: 6,546 shares; 2025Q2: 6,546 shares; 2025Q3: 6,493 shares; 2025Q4: 6,483 shares; 2026Q1: 6,483 shares 6,483 $1.89M 0.25% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 3,499 shares; 2025Q1: 4,223 shares; 2025Q2: 4,639 shares; 2025Q3: 3,697 shares; 2025Q4: 3,980 shares; 2026Q1: 3,740 shares 3,740 $1.84M 0.24% -240 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: 10,584 shares; 2024Q4: 10,584 shares; 2025Q1: 10,259 shares; 2025Q2: 10,257 shares; 2025Q3: 10,157 shares; 2025Q4: 7,760 shares; 2026Q1: 7,710 shares 7,710 $1.82M 0.24% -50 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,689 shares; 2024Q4: 9,414 shares; 2025Q1: 9,357 shares; 2025Q2: 9,497 shares; 2025Q3: 9,567 shares; 2025Q4: 9,532 shares; 2026Q1: 9,312 shares 9,312 $1.81M 0.24% -220 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: 8,979 shares; 2024Q4: 9,544 shares; 2025Q1: 10,156 shares; 2025Q2: 10,318 shares; 2025Q3: 10,343 shares; 2025Q4: 10,028 shares; 2026Q1: 11,861 shares 11,861 $1.79M 0.24% +1,833 Timeline SE SEA LTD More: the full row for SEA LTD 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: 2,992 shares; 2025Q3: 6,237 shares; 2025Q4: 16,603 shares; 2026Q1: 20,438 shares 20,438 $1.69M 0.22% +3,835 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: 3,057 shares; 2024Q4: 3,030 shares; 2025Q1: 3,105 shares; 2025Q2: 3,177 shares; 2025Q3: 3,177 shares; 2025Q4: 3,146 shares; 2026Q1: 3,112 shares 3,112 $1.67M 0.22% -34 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: 53,707 shares; 2024Q4: 38,235 shares; 2025Q1: 34,673 shares; 2025Q2: 31,910 shares; 2025Q3: 27,800 shares; 2025Q4: 27,800 shares; 2026Q1: 27,575 shares 27,575 $1.67M 0.22% -225 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 1,958 shares; 2025Q4: 2,949 shares; 2026Q1: 2,939 shares 2,939 $1.66M 0.22% -10 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: 6,220 shares; 2024Q4: 6,220 shares; 2025Q1: 5,845 shares; 2025Q2: 5,670 shares; 2025Q3: 24,520 shares; 2025Q4: 86,225 shares; 2026Q1: 98,965 shares 98,965 $1.63M 0.22% +12,740 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: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,565 shares; 2025Q2: 1,587 shares; 2025Q3: 1,882 shares; 2025Q4: 11,715 shares; 2026Q1: 15,290 shares 15,290 $1.6M 0.21% +3,575 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 6,110 shares; 2025Q1: 6,385 shares; 2025Q2: 6,375 shares; 2025Q3: 6,375 shares; 2025Q4: 6,155 shares; 2026Q1: 6,155 shares 6,155 $1.49M 0.2% 0 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: 38,920 shares; 2024Q4: 38,920 shares; 2025Q1: 37,920 shares; 2025Q2: 26,482 shares; 2025Q3: 20,782 shares; 2025Q4: 20,782 shares; 2026Q1: 20,782 shares 20,782 $1.44M 0.19% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.19% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,161 shares; 2025Q1: 4,201 shares; 2025Q2: 4,241 shares; 2025Q3: 4,304 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares 4,336 $1.39M 0.18% 0 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: 1,714 shares; 2024Q4: 1,733 shares; 2025Q1: 1,853 shares; 2025Q2: 1,915 shares; 2025Q3: 2,285 shares; 2025Q4: 2,283 shares; 2026Q1: 2,314 shares 2,314 $1.38M 0.18% +31 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: 13,657 shares; 2024Q4: 13,396 shares; 2025Q1: 13,927 shares; 2025Q2: 14,147 shares; 2025Q3: 14,127 shares; 2025Q4: 5,418 shares; 2026Q1: 4,746 shares 4,746 $1.38M 0.18% -672 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 407 shares; 2025Q2: 654 shares; 2025Q3: 7,015 shares; 2025Q4: 6,758 shares; 2026Q1: 6,671 shares 6,671 $1.33M 0.18% -87 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,251 shares; 2025Q1: 1,371 shares; 2025Q2: 1,361 shares; 2025Q3: 1,331 shares; 2025Q4: 2,828 shares; 2026Q1: 2,663 shares 2,663 $1.32M 0.18% -165 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: 11,158 shares; 2024Q4: 11,177 shares; 2025Q1: 10,436 shares; 2025Q2: 10,273 shares; 2025Q3: 8,033 shares; 2025Q4: 7,273 shares; 2026Q1: 7,228 shares 7,228 $1.32M 0.17% -45 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: 5,065 shares; 2024Q4: 5,606 shares; 2025Q1: 5,675 shares; 2025Q2: 5,480 shares; 2025Q3: 4,155 shares; 2025Q4: 3,637 shares; 2026Q1: 3,557 shares 3,557 $1.25M 0.17% -80 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: 17,558 shares; 2024Q4: 17,488 shares; 2025Q1: 16,168 shares; 2025Q2: 16,218 shares; 2025Q3: 16,218 shares; 2025Q4: 18,101 shares; 2026Q1: 18,635 shares 18,635 $1.19M 0.16% +534 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: 20,424 shares; 2024Q4: 20,140 shares; 2025Q1: 19,985 shares; 2025Q2: 9,485 shares; 2025Q3: 9,480 shares; 2025Q4: 9,395 shares; 2026Q1: 8,770 shares 8,770 $1.19M 0.16% -625 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: 98,305 shares; 2024Q4: 88,575 shares; 2025Q1: 78,538 shares; 2025Q2: 75,616 shares; 2025Q3: 60,096 shares; 2025Q4: 52,056 shares; 2026Q1: 41,110 shares 41,110 $1.15M 0.15% -10,946 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 4,145 shares; 2025Q2: 4,145 shares; 2025Q3: 4,145 shares; 2025Q4: 7,441 shares; 2026Q1: 7,560 shares 7,560 $1.15M 0.15% +119 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,405 shares; 2024Q4: 4,405 shares; 2025Q1: 4,405 shares; 2025Q2: 4,400 shares; 2025Q3: 4,125 shares; 2025Q4: 4,100 shares; 2026Q1: 3,810 shares 3,810 $1.15M 0.15% -290 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: 4,470 shares; 2024Q4: 4,465 shares; 2025Q1: 4,435 shares; 2025Q2: 4,485 shares; 2025Q3: 4,335 shares; 2025Q4: 3,975 shares; 2026Q1: 3,846 shares 3,846 $1.1M 0.15% -129 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: 5,433 shares; 2024Q4: 4,681 shares; 2025Q1: 3,554 shares; 2025Q2: 3,514 shares; 2025Q3: 3,484 shares; 2025Q4: 3,168 shares; 2026Q1: 3,159 shares 3,159 $1.08M 0.14% -9 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: 11,570 shares; 2024Q4: 11,220 shares; 2025Q1: 11,220 shares; 2025Q2: 11,070 shares; 2025Q3: 10,790 shares; 2025Q4: 11,263 shares; 2026Q1: 10,948 shares 10,948 $1.06M 0.14% -315 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: 1,432 shares; 2024Q4: 1,779 shares; 2025Q1: 2,608 shares; 2025Q2: 2,639 shares; 2025Q3: 2,626 shares; 2025Q4: 2,615 shares; 2026Q1: 2,567 shares 2,567 $1.02M 0.14% -48 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: 4,236 shares; 2024Q4: 4,068 shares; 2025Q1: 5,790 shares; 2025Q2: 5,845 shares; 2025Q3: 5,845 shares; 2025Q4: 5,933 shares; 2026Q1: 7,045 shares 7,045 $1.01M 0.13% +1,112 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,115 shares; 2025Q1: 21,360 shares; 2025Q2: 24,895 shares; 2025Q3: 25,625 shares; 2025Q4: 26,375 shares; 2026Q1: 26,255 shares 26,255 $965K 0.13% -120 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,544 shares; 2024Q4: 24,479 shares; 2025Q1: 26,364 shares; 2025Q2: 26,849 shares; 2025Q3: 20,409 shares; 2025Q4: 19,749 shares; 2026Q1: 17,999 shares 17,999 $933K 0.12% -1,750 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 29,630 shares; 2025Q1: 29,130 shares; 2025Q2: 27,450 shares; 2025Q3: 26,100 shares; 2025Q4: 25,050 shares; 2026Q1: 24,375 shares 24,375 $879K 0.12% -675 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE 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: 57,204 shares; 2026Q1: 57,204 shares 57,204 $789K 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 813 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 7,920 shares; 2026Q1: 7,920 shares 7,920 $762K 0.1% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,921 shares; 2025Q1: 2,956 shares; 2025Q2: 2,801 shares; 2025Q3: 2,784 shares; 2025Q4: 2,824 shares; 2026Q1: 2,659 shares 2,659 $755K 0.1% -165 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: 8,015 shares; 2024Q4: 7,440 shares; 2025Q1: 7,390 shares; 2025Q2: 6,696 shares; 2025Q3: 6,331 shares; 2025Q4: 12,326 shares; 2026Q1: 12,076 shares 12,076 $740K 0.1% -250 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: 11,446 shares; 2024Q4: 11,421 shares; 2025Q1: 11,131 shares; 2025Q2: 10,831 shares; 2025Q3: 8,956 shares; 2025Q4: 8,606 shares; 2026Q1: 8,606 shares 8,606 $733K 0.1% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,456 shares; 2025Q1: 7,503 shares; 2025Q2: 7,468 shares; 2025Q3: 6,348 shares; 2025Q4: 6,113 shares; 2026Q1: 5,486 shares 5,486 $724K 0.1% -627 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,896 shares; 2024Q4: 3,871 shares; 2025Q1: 3,771 shares; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,321 shares; 2026Q1: 3,201 shares 3,201 $719K 0.1% -120 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,975 shares; 2024Q4: 37,921 shares; 2025Q1: 37,022 shares; 2025Q2: 36,853 shares; 2025Q3: 37,699 shares; 2025Q4: 11,610 shares; 2026Q1: 7,825 shares 7,825 $701K 0.09% -3,785 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 7,804 shares; 2025Q1: 7,738 shares; 2025Q2: 7,800 shares; 2025Q3: 7,785 shares; 2025Q4: 4,374 shares; 2026Q1: 3,994 shares 3,994 $690K 0.09% -380 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848 $661K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 6,340 shares; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 6,335 shares; 2025Q4: 6,135 shares; 2026Q1: 5,965 shares 5,965 $654K 0.09% -170 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: 5,909 shares; 2024Q4: 5,869 shares; 2025Q1: 5,409 shares; 2025Q2: 5,409 shares; 2025Q3: 5,409 shares; 2025Q4: 5,409 shares; 2026Q1: 5,409 shares 5,409 $626K 0.08% 0 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: 5,245 shares; 2024Q4: 4,674 shares; 2025Q1: 4,674 shares; 2025Q2: 4,189 shares; 2025Q3: 3,779 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares 3,469 $625K 0.08% 0 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,370 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $622K 0.08% 0 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: 359 shares; 2024Q4: 363 shares; 2025Q1: 372 shares; 2025Q2: 392 shares; 2025Q3: 372 shares; 2025Q4: 1,022 shares; 2026Q1: 1,032 shares 1,032 $596K 0.08% +10 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: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $595K 0.08% 0 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: 21,411 shares; 2024Q4: 22,511 shares; 2025Q1: 22,211 shares; 2025Q2: 21,856 shares; 2025Q3: 15,766 shares; 2025Q4: 14,514 shares; 2026Q1: 14,464 shares 14,464 $594K 0.08% -50 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: 560 shares; 2024Q4: 559 shares; 2025Q1: 684 shares; 2025Q2: 757 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 696 shares 696 $589K 0.08% -41 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,725 shares; 2024Q4: 15,725 shares; 2025Q1: 15,725 shares; 2025Q2: 15,550 shares; 2025Q3: 15,550 shares; 2025Q4: 15,550 shares; 2026Q1: 15,550 shares 15,550 $582K 0.08% 0 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 3,310 shares; 2025Q3: 4,880 shares; 2025Q4: 5,193 shares; 2026Q1: 5,468 shares 5,468 $573K 0.08% +275 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: 8,141 shares; 2024Q4: 8,141 shares; 2025Q1: 7,516 shares; 2025Q2: 7,066 shares; 2025Q3: 7,066 shares; 2025Q4: 7,066 shares; 2026Q1: 7,182 shares 7,182 $546K 0.07% +116 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,441 shares; 2024Q4: 10,441 shares; 2025Q1: 10,206 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 9,646 shares; 2026Q1: 9,633 shares 9,633 $542K 0.07% -13 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: 15,100 shares; 2024Q4: 15,100 shares; 2025Q1: 14,850 shares; 2025Q2: 13,900 shares; 2025Q3: 13,325 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $478K 0.06% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,805 shares; 2024Q4: 27,165 shares; 2025Q1: 33,030 shares; 2025Q2: 34,005 shares; 2025Q3: 39,610 shares; 2025Q4: 28,630 shares; 2026Q1: 14,740 shares 14,740 $472K 0.06% -13,890 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: 15,190 shares; 2024Q4: 14,540 shares; 2025Q1: 13,605 shares; 2025Q2: 11,915 shares; 2025Q3: 9,340 shares; 2025Q4: 9,535 shares; 2026Q1: 9,285 shares 9,285 $467K 0.06% -250 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,070 shares; 2024Q4: 16,820 shares; 2025Q1: 16,470 shares; 2025Q2: 6,720 shares; 2025Q3: 6,720 shares; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares 6,720 $467K 0.06% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,284 shares; 2026Q1: 1,266 shares 1,266 $454K 0.06% -18 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: 459 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 476 shares; 2026Q1: 469 shares 469 $409K 0.05% -7 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $409K 0.05% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares 4,261 $398K 0.05% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 14,820 shares; 2025Q1: 14,420 shares; 2025Q2: 14,020 shares; 2025Q3: 12,445 shares; 2025Q4: 11,745 shares; 2026Q1: 11,520 shares 11,520 $397K 0.05% -225 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,714 shares; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 5,454 shares; 2025Q4: 5,128 shares; 2026Q1: 4,764 shares 4,764 $382K 0.05% -364 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: 1,485 shares; 2025Q1: 2,535 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,326 shares; 2026Q1: 2,668 shares 2,668 $380K 0.05% +342 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: 6,762 shares; 2024Q4: 6,007 shares; 2025Q1: 5,470 shares; 2025Q2: 5,235 shares; 2025Q3: 5,230 shares; 2025Q4: 6,295 shares; 2026Q1: 6,671 shares 6,671 $361K 0.05% +376 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: 800 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $358K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652 $355K 0.05% 0 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares; 2025Q4: 891 shares; 2026Q1: 949 shares 949 $353K 0.05% +58 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 877 shares; 2026Q1: 3,119 shares 3,119 $328K 0.04% +2,242 Timeline OXLCP OXFORD LANE CAP CORP PFD SER 2 More: the full row for OXFORD LANE CAP CORP PFD SER 2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 13,200 shares; 2025Q1: not reported; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200 $326K 0.04% 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: 300 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 981 shares 981 $315K 0.04% +686 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 4,357 shares; 2025Q4: 4,357 shares; 2026Q1: 4,357 shares 4,357 $313K 0.04% 0 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: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 705 shares 705 $303K 0.04% +200 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: 1,311 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,284 shares; 2025Q3: 1,228 shares; 2025Q4: 1,165 shares; 2026Q1: 1,140 shares 1,140 $299K 0.04% -25 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,361 shares; 2025Q1: 3,505 shares; 2025Q2: 3,304 shares; 2025Q3: 1,730 shares; 2025Q4: 1,470 shares; 2026Q1: 1,020 shares 1,020 $293K 0.04% -450 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: 1,792 shares; 2024Q4: 1,692 shares; 2025Q1: 1,572 shares; 2025Q2: 1,332 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $291K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $287K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,135 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,370 shares 2,370 $281K 0.04% +110 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 427 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $280K 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares 1,285 $276K 0.04% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,103 shares; 2026Q1: 1,100 shares 1,100 $275K 0.04% -3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,525 shares; 2026Q1: 2,404 shares 2,404 $272K 0.04% -121 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,410 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $272K 0.04% 0 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: 1,588 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares 1,470 $267K 0.04% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 578 shares; 2025Q1: 538 shares; 2025Q2: 578 shares; 2025Q3: 558 shares; 2025Q4: 604 shares; 2026Q1: 464 shares 464 $265K 0.04% -140 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: 626 shares; 2024Q4: 616 shares; 2025Q1: 546 shares; 2025Q2: 514 shares; 2025Q3: 511 shares; 2025Q4: 1,044 shares; 2026Q1: 1,019 shares 1,019 $253K 0.03% -25 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 983 shares; 2025Q1: 1,093 shares; 2025Q2: 1,008 shares; 2025Q3: 953 shares; 2025Q4: 1,901 shares; 2026Q1: 1,904 shares 1,904 $253K 0.03% +3 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 475 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $251K 0.03% 0 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: 25,016 shares; 2024Q4: 18,929 shares; 2025Q1: 10,560 shares; 2025Q2: 4,665 shares; 2025Q3: 3,587 shares; 2025Q4: 3,247 shares; 2026Q1: 2,592 shares 2,592 $250K 0.03% -655 Timeline U.S.BANCORP DEP SH RPSTG 1/… U.S.BANCORP DEP SH RPSTG 1/100 More: the full row for U.S.BANCORP DEP SH RPSTG 1/100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 315 shares 315 $236K 0.03% 0 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: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $233K 0.03% 0 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: 23,275 shares; 2024Q4: 23,275 shares; 2025Q1: 23,225 shares; 2025Q2: 22,725 shares; 2025Q3: 4,540 shares; 2025Q4: 4,127 shares; 2026Q1: 4,425 shares 4,425 $230K 0.03% +298 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: 596 shares; 2024Q4: 596 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $229K 0.03% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $228K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 450 shares; 2026Q1: 453 shares 453 $220K 0.03% +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: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $219K 0.03% 0 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $215K 0.03% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,133 shares; 2025Q1: 4,617 shares; 2025Q2: 4,587 shares; 2025Q3: 4,437 shares; 2025Q4: 3,919 shares; 2026Q1: 3,896 shares 3,896 $215K 0.03% -23 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 3,585 shares; 2025Q1: 2,235 shares; 2025Q2: 2,205 shares; 2025Q3: 2,205 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares 2,205 $214K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,463 shares; 2025Q1: 4,698 shares; 2025Q2: 4,433 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares; 2026Q1: 4,318 shares 4,318 $213K 0.03% 0 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: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,485 shares; 2026Q1: 2,285 shares 2,285 $207K 0.03% -200 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: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $205K 0.03% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,695 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,195 shares 3,195 $196K 0.03% -500 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: 1,325 shares; 2024Q4: 1,300 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $195K 0.03% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $186K 0.02% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares 2,423 $183K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,420 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares; 2026Q1: 2,615 shares 2,615 $173K 0.02% +40 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 1,477 shares; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares; 2026Q1: 837 shares 837 $173K 0.02% -640 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares 1,188 $173K 0.02% 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: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,072 shares; 2026Q1: 2,531 shares 2,531 $171K 0.02% +459 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $167K 0.02% 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: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $159K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 4,512 shares; 2025Q1: 2,283 shares; 2025Q2: 2,246 shares; 2025Q3: 2,230 shares; 2025Q4: 1,902 shares; 2026Q1: 1,752 shares 1,752 $155K 0.02% -150 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: 19,096 shares; 2024Q4: 18,667 shares; 2025Q1: 9,036 shares; 2025Q2: 6,062 shares; 2025Q3: 2,724 shares; 2025Q4: 1,030 shares; 2026Q1: 1,027 shares 1,027 $154K 0.02% -3 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: 1,520 shares; 2025Q1: 1,470 shares; 2025Q2: 1,601 shares; 2025Q3: 1,576 shares; 2025Q4: 1,300 shares; 2026Q1: 1,250 shares 1,250 $153K 0.02% -50 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,425 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,315 shares; 2026Q1: 930 shares 930 $151K 0.02% -385 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,490 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,175 shares 1,175 $149K 0.02% -15 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: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 2,680 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares 2,530 $146K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $146K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $146K 0.02% 0 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $144K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 877 shares; 2025Q1: 897 shares; 2025Q2: 887 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares 832 $135K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $131K 0.02% 0 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: 5,369 shares; 2024Q4: 4,994 shares; 2025Q1: 4,044 shares; 2025Q2: 3,744 shares; 2025Q3: 3,024 shares; 2025Q4: 1,524 shares; 2026Q1: 1,349 shares 1,349 $130K 0.02% -175 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: 978 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares 978 $128K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares 1,749 $127K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 529 shares; 2025Q1: 589 shares; 2025Q2: 574 shares; 2025Q3: 554 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares 1,108 $121K 0.02% 0 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: 9,729 shares; 2024Q4: 5,779 shares; 2025Q1: 4,088 shares; 2025Q2: 2,627 shares; 2025Q3: 2,252 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares 2,242 $118K 0.02% 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: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $116K 0.02% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,980 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $116K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,299 shares; 2025Q1: 3,464 shares; 2025Q2: 3,064 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 1,850 shares 1,850 $114K 0.02% -350 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: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $113K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,085 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 735 shares; 2025Q4: 815 shares; 2026Q1: 762 shares 762 $111K 0.01% -53 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 790 shares; 2025Q2: 57,997 shares; 2025Q3: 96,507 shares; 2025Q4: 10,527 shares; 2026Q1: 5,869 shares 5,869 $111K 0.01% -4,658 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: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,439 shares; 2025Q2: 1,139 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 689 shares 689 $108K 0.01% -380 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: 14,554 shares; 2024Q4: 14,631 shares; 2025Q1: 9,815 shares; 2025Q2: 6,350 shares; 2025Q3: 1,303 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $108K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $107K 0.01% 0 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: 630 shares; 2024Q4: 600 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $107K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 46 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $106K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 700 shares; 2026Q1: 510 shares 510 $106K 0.01% -190 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $106K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,334 shares; 2026Q1: 1,352 shares 1,352 $103K 0.01% -982 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,093 shares; 2025Q1: 4,428 shares; 2025Q2: 3,498 shares; 2025Q3: 3,228 shares; 2025Q4: 3,160 shares; 2026Q1: 2,747 shares 2,747 $102K 0.01% -413 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,340 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares 1,290 $99K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975 $98K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 718 shares; 2025Q1: 748 shares; 2025Q2: 698 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $94K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $94K 0.01% 0 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 8,618 shares 8,618 $91K 0.01% +1,918 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY 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: 4,046 shares 4,046 $89K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 307 shares 307 $87K 0.01% +7 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $87K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 309 shares; 2026Q1: 314 shares 314 $86K 0.01% +5 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $82K 0.01% 0 Timeline VXF 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: 360 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 374 shares 374 $77K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 258 shares 258 $77K 0.01% +48 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares 1,544 $76K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $75K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,075 shares; 2024Q4: 3,575 shares; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,510 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $72K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 450 shares 450 $69K 0.01% +200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $66K 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 452 shares; 2026Q1: 452 shares 452 $65K 0.01% 0 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $64K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 900 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 650 shares; 2026Q1: 635 shares 635 $63K 0.01% -15 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: 578 shares; 2024Q4: 518 shares; 2025Q1: 516 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 328 shares; 2026Q1: 288 shares 288 $62K 0.01% -40 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $61K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $61K 0.01% 0 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: 16,600 shares; 2024Q4: 16,600 shares; 2025Q1: 16,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $61K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $56K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 125 shares 125 $55K 0.01% +50 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $51K 0.01% 0 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: 202 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $50K 0.01% 0 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: 3,970 shares; 2024Q4: 3,685 shares; 2025Q1: 3,925 shares; 2025Q2: 3,210 shares; 2025Q3: 2,649 shares; 2025Q4: 2,535 shares; 2026Q1: 1,686 shares 1,686 $49K 0.01% -849 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $46K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,726 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 792 shares; 2026Q1: 792 shares 792 $45K 0.01% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,200 shares; 2024Q4: 16,125 shares; 2025Q1: 16,125 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $44K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 211 shares 211 $43K 0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $43K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $42K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $42K 0.01% 0 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: 145 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $42K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $41K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $41K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,881 shares; 2024Q4: 11,648 shares; 2025Q1: 9,507 shares; 2025Q2: 5,775 shares; 2025Q3: 460 shares; 2025Q4: 360 shares; 2026Q1: 340 shares 340 $41K 0.01% -20 Timeline GMF 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: 625 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $41K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $38K 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $38K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 105 shares 105 $38K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 500 shares 500 $36K <0.01% -500 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $35K <0.01% 0 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: 350 shares; 2026Q1: 175 shares 175 $35K <0.01% -175 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: 143 shares; 2025Q3: 143 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $34K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $34K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $33K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,525 shares; 2024Q4: 32,069 shares; 2025Q1: 35,916 shares; 2025Q2: 23,122 shares; 2025Q3: 15,122 shares; 2025Q4: 4,118 shares; 2026Q1: 771 shares 771 $32K <0.01% -3,347 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $32K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $32K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $31K <0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 696 shares 696 $30K <0.01% +96 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $29K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 6,527 shares; 2025Q1: 5,715 shares; 2025Q2: 1,460 shares; 2025Q3: 388 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $28K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $28K <0.01% 0 Timeline EWX 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: 875 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $28K <0.01% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P 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: 2,200 shares 2,200 $28K <0.01% new 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: 15,776 shares; 2024Q4: 15,736 shares; 2025Q1: 15,176 shares; 2025Q2: 12,267 shares; 2025Q3: 1,973 shares; 2025Q4: 1,208 shares; 2026Q1: 933 shares 933 $27K <0.01% -275 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $27K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $27K <0.01% new 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: 18,239 shares; 2024Q4: 18,230 shares; 2025Q1: 18,230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $26K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 85 shares; 2026Q1: 208 shares 208 $26K <0.01% +123 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $26K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $26K <0.01% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 299 shares 299 $26K <0.01% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $25K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,756 shares; 2024Q4: 11,118 shares; 2025Q1: 3,595 shares; 2025Q2: 2,272 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $24K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 180 shares 180 $24K <0.01% -120 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: 4,324 shares; 2024Q4: 2,719 shares; 2025Q1: 947 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $24K <0.01% 0 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: 2,460 shares; 2024Q4: 1,940 shares; 2025Q1: 640 shares; 2025Q2: 610 shares; 2025Q3: 380 shares; 2025Q4: 250 shares; 2026Q1: 220 shares 220 $24K <0.01% -30 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 270 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $24K <0.01% 0 Timeline ALTO ALTO INGREDIENTS INC More: the full row for ALTO INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $24K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 89 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $23K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,214 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 255 shares 255 $23K <0.01% -50 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $23K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 445 shares; 2025Q3: 325 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $22K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $21K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 353 shares 353 $20K <0.01% +3 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $20K <0.01% 0 Timeline JP MORGAN JP MORGAN More: the full row for JP MORGAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $20K <0.01% 0 ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,542 shares; 2024Q4: 3,142 shares; 2025Q1: 2,590 shares; 2025Q2: 865 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $19K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $19K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,184 shares; 2025Q4: 534 shares; 2026Q1: 452 shares 452 $19K <0.01% -82 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $18K <0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $18K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $17K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $17K <0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $16K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,100 shares; 2025Q1: 1,066 shares; 2025Q2: 1,046 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $16K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $16K <0.01% 0 Timeline CNTHO CONN LT&PWR 5.28% (1967)PFD More: the full row for CONN LT&PWR 5.28% (1967)PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $16K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $15K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $15K <0.01% 0 Timeline XBI 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 498 shares; 2025Q2: 220 shares; 2025Q3: 200 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $15K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $15K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $14K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $13K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $13K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $13K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 130 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $12K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $12K <0.01% 0 Timeline HTHIY HITACHI LTD ADR (10COM)NEW More: the full row for HITACHI LTD ADR (10COM)NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $12K <0.01% 0 Timeline AXAHY AXA -SPONS ADR More: the full row for AXA -SPONS ADR 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: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $12K <0.01% 0 Timeline CONSUMERS ENERGY $4.50 CUM … CONSUMERS ENERGY $4.50 CUM PFD More: the full row for CONSUMERS ENERGY $4.50 CUM PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $12K <0.01% 0 EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $11K <0.01% 0 Timeline ANGI ANGI INC More: the full row for ANGI 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: 1,389 shares; 2025Q3: 1,504 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares 1,619 $11K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 572 shares; 2025Q2: 257 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $10K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 887 shares; 2025Q1: 517 shares; 2025Q2: 115 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $10K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $10K <0.01% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,762 shares; 2025Q1: 2,276 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares 1,601 $10K <0.01% 0 Timeline DUKE ENERGY CORP NEW DEP SH… DUKE ENERGY CORP NEW DEP SHS E More: the full row for DUKE ENERGY CORP NEW DEP SHS E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $10K <0.01% 0 HLTOY HELLENIC TELECOMM ORG ADS(RP1/ More: the full row for HELLENIC TELECOMM ORG ADS(RP1/ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $9K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 575 shares; 2026Q1: 95 shares 95 $8K <0.01% -480 Timeline PWB 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: 63 shares 63 $8K <0.01% new Timeline IJJ 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $7K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7K <0.01% 0 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: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares 337 $7K <0.01% 0 Timeline CHRN CHRONOSCALE HOLDINGS CORP More: the full row for CHRONOSCALE HOLDINGS 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: 666 shares 666 $7K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31 shares 31 $6K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $6K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6K <0.01% 0 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $6K <0.01% 0 Timeline KBE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5K <0.01% 0 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $5K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $5K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 400 shares; 2026Q1: 50 shares 50 $5K <0.01% -350 Timeline DTCR 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 50 shares 50 $4K <0.01% +9 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54 shares 54 $4K <0.01% new 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $4K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 265 shares; 2025Q3: 134 shares; 2025Q4: 76 shares; 2026Q1: 51 shares 51 $4K <0.01% -25 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $4K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $4K <0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $4K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $4K <0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $4K <0.01% 0 Timeline WEBSTER FINL CORP DEPOSITAR… WEBSTER FINL CORP DEPOSITARY S More: the full row for WEBSTER FINL CORP DEPOSITARY S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4K <0.01% 0 VREOF VIREO GROWTH INC (CANADA) More: the full row for VIREO GROWTH INC (CANADA) 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: 10,000 shares 10,000 $4K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 28 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $3K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares 10 $3K <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $3K <0.01% 0 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $3K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $2K <0.01% 0 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: 37 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 216 shares; 2026Q1: 30 shares 30 $2K <0.01% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $2K <0.01% new 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: 915 shares; 2024Q4: 480 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $2K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,623 shares; 2024Q4: 1,488 shares; 2025Q1: 955 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $2K <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 860 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $2K <0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $2K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1K <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1K <0.01% 0 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 12 shares 12 $1K <0.01% -670 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 15 shares 15 $1K <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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 75 shares 75 $1K <0.01% -200 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 76 shares 76 $1K <0.01% -20 Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS 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: 7 shares; 2026Q1: 7 shares 7 $1K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 50 shares 50 $1K <0.01% -143 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,019 shares; 2025Q1: 1,649 shares; 2025Q2: 1,081 shares; 2025Q3: 991 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1K <0.01% 0 Timeline HDV 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: 70 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $1K <0.01% 0 Timeline ITB 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 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1K <0.01% 0 Timeline UFI UNIFI INC More: the full row for UNIFI 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: 125 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $1K <0.01% 0 Timeline AMRN AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $1K <0.01% 0 Timeline RPID RAPID MICRO BIOSYSTEMS INC More: the full row for RAPID MICRO BIOSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $1K <0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS 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 $0 0% new Value filed as zero, left out of ratios. Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. 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: 37 shares; 2024Q4: 6 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 6 shares 6 $0 0% -135 Value filed as zero, left out of ratios. Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 50 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. 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: 1,565 shares; 2024Q4: 632 shares; 2025Q1: 304 shares; 2025Q2: 54 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 4 shares 4 $0 0% -15 Value filed as zero, left out of ratios. Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. Timeline TRLV TRULIEVE CANNABIS CORP More: the full row for TRULIEVE CANNABIS 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: 46 shares 46 $0 0% new Value filed as zero, left out of ratios. Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline PARAGON OFFSHORE PLC XXX PARAGON OFFSHORE PLC XXX More: the full row for PARAGON OFFSHORE PLC XXX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $0 0% 0 Value filed as zero, left out of ratios. GLFE DRIVE SHACK INC COM NEW More: the full row for DRIVE SHACK INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline CHUC CHARLIES HLDGS INC COM NEW (NV More: the full row for CHARLIES HLDGS INC COM NEW (NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $0 0% new Value filed as zero, left out of ratios. Timeline CAPITAL GROWTH SYSTEMS INC CAPITAL GROWTH SYSTEMS INC More: the full row for CAPITAL GROWTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $0 0% 0 Value filed as zero, left out of ratios. EXPO HOLDINGS INC EXPO HOLDINGS INC More: the full row for EXPO HOLDINGS 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: 10,000 shares 10,000 $0 0% new Value filed as zero, left out of ratios. WINDSWEPT ENVIRONMENTAL GRO… WINDSWEPT ENVIRONMENTAL GROUP IN… More: the full row for WINDSWEPT ENVIRONMENTAL GROUP INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios.