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: 26,219 shares; 2024Q4: 26,623 shares; 2025Q1: 26,595 shares; 2025Q2: 25,987 shares; 2025Q3: 27,373 shares; 2025Q4: 27,307 shares; 2026Q1: 27,479 shares 27,479 $6.97M 4.36% +172 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,288 shares; 2024Q4: 100,056 shares; 2025Q1: 80,999 shares; 2025Q2: 93,124 shares; 2025Q3: 104,516 shares; 2025Q4: 101,450 shares; 2026Q1: 89,351 shares 89,351 $6.84M 4.28% -12,099 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: 46,300 shares; 2024Q4: 37,383 shares; 2025Q1: 27,719 shares; 2025Q2: 34,876 shares; 2025Q3: 34,642 shares; 2025Q4: 35,152 shares; 2026Q1: 33,952 shares 33,952 $6.66M 4.17% -1,200 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: 20,173 shares; 2024Q4: 14,984 shares; 2025Q1: 9,791 shares; 2025Q2: 14,483 shares; 2025Q3: 14,249 shares; 2025Q4: 13,851 shares; 2026Q1: 13,893 shares 13,893 $6.07M 3.8% +42 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: 21,606 shares; 2024Q4: 22,420 shares; 2025Q1: 22,689 shares; 2025Q2: 24,071 shares; 2025Q3: 24,486 shares; 2025Q4: 23,054 shares; 2026Q1: 24,190 shares 24,190 $4.22M 2.64% +1,136 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,996 shares; 2024Q4: 82,999 shares; 2025Q1: 119,070 shares; 2025Q2: 66,378 shares; 2025Q3: 79,180 shares; 2025Q4: 91,925 shares; 2026Q1: 80,956 shares 80,956 $3.7M 2.31% -10,969 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: 8,582 shares; 2024Q4: 9,232 shares; 2025Q1: 9,308 shares; 2025Q2: 10,175 shares; 2025Q3: 10,792 shares; 2025Q4: 11,735 shares; 2026Q1: 12,187 shares 12,187 $3.5M 2.19% +452 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: 9,401 shares; 2024Q4: 5,550 shares; 2025Q1: 5,260 shares; 2025Q2: 5,405 shares; 2025Q3: 5,412 shares; 2025Q4: 5,521 shares; 2026Q1: 5,604 shares 5,604 $3.35M 2.09% +83 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,450 shares; 2024Q4: 29,315 shares; 2025Q1: 28,330 shares; 2025Q2: 29,412 shares; 2025Q3: 37,047 shares; 2025Q4: 37,756 shares; 2026Q1: 38,628 shares 38,628 $3.07M 1.92% +872 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: 90,138 shares; 2024Q4: 44,593 shares; 2025Q1: 13,211 shares; 2025Q2: 45,157 shares; 2025Q3: 44,936 shares; 2025Q4: 44,946 shares; 2026Q1: 44,004 shares 44,004 $2.82M 1.76% -942 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,253 shares; 2024Q4: 77,473 shares; 2025Q1: 81,548 shares; 2025Q2: 60,153 shares; 2025Q3: 64,477 shares; 2025Q4: 61,776 shares; 2026Q1: 58,170 shares 58,170 $2.73M 1.71% -3,606 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,723 shares; 2024Q4: 30,505 shares; 2025Q1: 32,812 shares; 2025Q2: 39,782 shares; 2025Q3: 39,942 shares; 2025Q4: 39,160 shares; 2026Q1: 37,850 shares 37,850 $2.66M 1.66% -1,310 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: 5,706 shares; 2024Q4: 5,888 shares; 2025Q1: 5,856 shares; 2025Q2: 6,166 shares; 2025Q3: 6,479 shares; 2025Q4: 6,503 shares; 2026Q1: 6,992 shares 6,992 $2.59M 1.62% +489 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: 41,894 shares; 2024Q4: 41,664 shares; 2025Q1: 40,986 shares; 2025Q2: 39,217 shares; 2025Q3: 39,119 shares; 2025Q4: 36,146 shares; 2026Q1: 34,000 shares 34,000 $2.37M 1.48% -2,146 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: 8,520 shares; 2024Q4: 8,481 shares; 2025Q1: 8,477 shares; 2025Q2: 8,694 shares; 2025Q3: 9,150 shares; 2025Q4: 9,502 shares; 2026Q1: 9,726 shares 9,726 $2.03M 1.27% +224 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: 7,358 shares; 2024Q4: 7,382 shares; 2025Q1: 7,085 shares; 2025Q2: 6,824 shares; 2025Q3: 6,744 shares; 2025Q4: 6,355 shares; 2026Q1: 6,159 shares 6,159 $1.86M 1.16% -196 Timeline VBR 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: 6,676 shares; 2024Q4: 6,703 shares; 2025Q1: 6,882 shares; 2025Q2: 7,510 shares; 2025Q3: 7,442 shares; 2025Q4: 7,706 shares; 2026Q1: 7,512 shares 7,512 $1.63M 1.02% -194 Timeline SHYG 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: 35,612 shares; 2024Q4: 36,937 shares; 2025Q1: 34,072 shares; 2025Q2: 32,870 shares; 2025Q3: 33,593 shares; 2025Q4: 38,026 shares; 2026Q1: 38,238 shares 38,238 $1.62M 1.01% +212 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: 5,323 shares; 2024Q4: 4,955 shares; 2025Q1: 4,925 shares; 2025Q2: 5,060 shares; 2025Q3: 5,230 shares; 2025Q4: 5,314 shares; 2026Q1: 5,492 shares 5,492 $1.62M 1.01% +178 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: 3,874 shares; 2024Q4: 2,260 shares; 2025Q1: 1,869 shares; 2025Q2: 2,138 shares; 2025Q3: 2,213 shares; 2025Q4: 2,336 shares; 2026Q1: 2,303 shares 2,303 $1.5M 0.94% -33 Timeline IPAC 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: 24,086 shares; 2024Q4: 22,727 shares; 2025Q1: 21,567 shares; 2025Q2: 19,560 shares; 2025Q3: 19,550 shares; 2025Q4: 19,429 shares; 2026Q1: 18,651 shares 18,651 $1.43M 0.89% -778 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: 6,028 shares; 2024Q4: 4,327 shares; 2025Q1: 2,960 shares; 2025Q2: 4,965 shares; 2025Q3: 4,922 shares; 2025Q4: 4,995 shares; 2026Q1: 4,918 shares 4,918 $1.29M 0.81% -77 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,153 shares; 2024Q4: 28,649 shares; 2025Q1: 19,472 shares; 2025Q2: 27,116 shares; 2025Q3: 40,174 shares; 2025Q4: 31,105 shares; 2026Q1: 25,638 shares 25,638 $1.24M 0.78% -5,467 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,395 shares; 2025Q3: 2,404 shares; 2025Q4: 2,439 shares; 2026Q1: 2,476 shares 2,476 $1.24M 0.77% +37 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,682 shares; 2025Q1: 2,666 shares; 2025Q2: 2,744 shares; 2025Q3: 2,976 shares; 2025Q4: 3,160 shares; 2026Q1: 3,833 shares 3,833 $1.19M 0.74% +673 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: 632 shares; 2024Q4: 994 shares; 2025Q1: 1,045 shares; 2025Q2: 1,144 shares; 2025Q3: 1,569 shares; 2025Q4: 1,592 shares; 2026Q1: 1,851 shares 1,851 $1.06M 0.66% +259 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,066 shares; 2024Q4: 20,513 shares; 2025Q1: 19,068 shares; 2025Q2: 19,286 shares; 2025Q3: 20,436 shares; 2025Q4: 22,410 shares; 2026Q1: 22,910 shares 22,910 $1.06M 0.66% +500 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,153 shares; 2025Q1: 3,182 shares; 2025Q2: 3,219 shares; 2025Q3: 3,328 shares; 2025Q4: 3,408 shares; 2026Q1: 3,397 shares 3,397 $1.06M 0.66% -11 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,674 shares; 2024Q4: 18,099 shares; 2025Q1: 19,838 shares; 2025Q2: 19,582 shares; 2025Q3: 19,087 shares; 2025Q4: 18,969 shares; 2026Q1: 17,645 shares 17,645 $1.04M 0.65% -1,324 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: 8,808 shares; 2024Q4: 7,933 shares; 2025Q1: 7,872 shares; 2025Q2: 7,934 shares; 2025Q3: 8,227 shares; 2025Q4: 8,229 shares; 2026Q1: 8,320 shares 8,320 $1.03M 0.65% +91 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: 4,989 shares; 2024Q4: 4,854 shares; 2025Q1: 4,854 shares; 2025Q2: 4,899 shares; 2025Q3: 4,869 shares; 2025Q4: 4,869 shares; 2026Q1: 4,879 shares 4,879 $1.02M 0.64% +10 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: 2,945 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,875 shares; 2025Q3: 2,991 shares; 2025Q4: 3,047 shares; 2026Q1: 3,104 shares 3,104 $1.02M 0.64% +57 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: 1,298 shares; 2024Q4: 1,023 shares; 2025Q1: 1,008 shares; 2025Q2: 1,055 shares; 2025Q3: 1,059 shares; 2025Q4: 1,015 shares; 2026Q1: 1,017 shares 1,017 $1.01M 0.63% +2 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,999 shares; 2025Q1: 33,633 shares; 2025Q2: 22,204 shares; 2025Q3: 29,620 shares; 2025Q4: 21,460 shares; 2026Q1: 27,734 shares 27,734 $977K 0.61% +6,274 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: 36,362 shares; 2024Q4: 17,948 shares; 2025Q1: 5,538 shares; 2025Q2: 18,453 shares; 2025Q3: 18,337 shares; 2025Q4: 18,434 shares; 2026Q1: 17,997 shares 17,997 $973K 0.61% -437 Timeline BBUS 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: 3,540 shares; 2024Q4: 4,567 shares; 2025Q1: 5,958 shares; 2025Q2: 6,358 shares; 2025Q3: 7,502 shares; 2025Q4: 8,048 shares; 2026Q1: 7,965 shares 7,965 $933K 0.58% -83 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,642 shares; 2025Q1: 1,798 shares; 2025Q2: 2,307 shares; 2025Q3: 2,575 shares; 2025Q4: 2,586 shares; 2026Q1: 2,508 shares 2,508 $922K 0.58% -78 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,920 shares; 2024Q4: 19,340 shares; 2025Q1: 21,593 shares; 2025Q2: 21,773 shares; 2025Q3: 21,998 shares; 2025Q4: 23,177 shares; 2026Q1: 22,814 shares 22,814 $916K 0.57% -363 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,575 shares; 2024Q4: 20,391 shares; 2025Q1: 26,194 shares; 2025Q2: 27,760 shares; 2025Q3: 22,411 shares; 2025Q4: 42,125 shares; 2026Q1: 33,687 shares 33,687 $886K 0.55% -8,438 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: 284 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 6,924 shares; 2025Q3: 7,073 shares; 2025Q4: 276 shares; 2026Q1: 6,038 shares 6,038 $885K 0.55% +5,762 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: 2,190 shares; 2024Q4: 2,511 shares; 2025Q1: 2,485 shares; 2025Q2: 2,587 shares; 2025Q3: 2,667 shares; 2025Q4: 2,268 shares; 2026Q1: 2,358 shares 2,358 $877K 0.55% +90 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: not reported; 2024Q4: 9,736 shares; 2025Q1: 9,565 shares; 2025Q2: 8,915 shares; 2025Q3: 8,386 shares; 2025Q4: 7,682 shares; 2026Q1: 7,646 shares 7,646 $848K 0.53% -36 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 13,746 shares; 2025Q1: 4,246 shares; 2025Q2: 6,939 shares; 2025Q3: 11,180 shares; 2025Q4: 6,937 shares; 2026Q1: 8,780 shares 8,780 $840K 0.53% +1,843 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: 1,628 shares; 2024Q4: 4,916 shares; 2025Q1: 4,939 shares; 2025Q2: 4,941 shares; 2025Q3: 5,004 shares; 2025Q4: 5,058 shares; 2026Q1: 4,967 shares 4,967 $840K 0.53% -91 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: 4,550 shares; 2024Q4: 4,855 shares; 2025Q1: 5,010 shares; 2025Q2: 5,155 shares; 2025Q3: 4,975 shares; 2025Q4: 5,123 shares; 2026Q1: 5,175 shares 5,175 $827K 0.52% +52 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: 565 shares; 2024Q4: 912 shares; 2025Q1: 922 shares; 2025Q2: 3,917 shares; 2025Q3: 3,935 shares; 2025Q4: 3,900 shares; 2026Q1: 3,975 shares 3,975 $809K 0.51% +75 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: 4,959 shares; 2024Q4: 4,672 shares; 2025Q1: 4,934 shares; 2025Q2: 5,032 shares; 2025Q3: 4,854 shares; 2025Q4: 4,893 shares; 2026Q1: 5,574 shares 5,574 $806K 0.5% +681 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: 7,596 shares; 2024Q4: 7,280 shares; 2025Q1: 7,303 shares; 2025Q2: 8,586 shares; 2025Q3: 8,689 shares; 2025Q4: 8,700 shares; 2026Q1: 8,782 shares 8,782 $779K 0.49% +82 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: 135 shares; 2024Q4: 317 shares; 2025Q1: 347 shares; 2025Q2: 1,526 shares; 2025Q3: 1,516 shares; 2025Q4: 1,658 shares; 2026Q1: 1,685 shares 1,685 $777K 0.49% +27 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: 2,038 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,148 shares; 2025Q3: 2,048 shares; 2025Q4: 2,048 shares; 2026Q1: 1,843 shares 1,843 $768K 0.48% -205 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: 1,579 shares; 2024Q4: 1,462 shares; 2025Q1: 1,454 shares; 2025Q2: 1,449 shares; 2025Q3: 1,481 shares; 2025Q4: 1,506 shares; 2026Q1: 1,511 shares 1,511 $743K 0.46% +5 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,148 shares; 2024Q4: 22,875 shares; 2025Q1: 22,937 shares; 2025Q2: 20,674 shares; 2025Q3: 19,504 shares; 2025Q4: 19,298 shares; 2026Q1: 17,440 shares 17,440 $736K 0.46% -1,858 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 2,375 shares; 2025Q3: 2,460 shares; 2025Q4: 2,725 shares; 2026Q1: 2,906 shares 2,906 $721K 0.45% +181 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: 1,182 shares; 2024Q4: 1,268 shares; 2025Q1: 1,279 shares; 2025Q2: 1,285 shares; 2025Q3: 1,337 shares; 2025Q4: 1,432 shares; 2026Q1: 1,417 shares 1,417 $703K 0.44% -15 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 8,287 shares; 2025Q1: 8,644 shares; 2025Q2: 8,479 shares; 2025Q3: 8,514 shares; 2025Q4: 8,488 shares; 2026Q1: 9,378 shares 9,378 $691K 0.43% +890 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,689 shares; 2024Q4: 25,941 shares; 2025Q1: 29,174 shares; 2025Q2: 50,445 shares; 2025Q3: 13,613 shares; 2025Q4: 17,197 shares; 2026Q1: 26,928 shares 26,928 $690K 0.43% +9,731 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 2,364 shares; 2025Q1: 1,918 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,116 shares 2,116 $679K 0.42% -42 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,954 shares; 2024Q4: 18,920 shares; 2025Q1: not reported; 2025Q2: 20,793 shares; 2025Q3: 20,793 shares; 2025Q4: 19,777 shares; 2026Q1: 13,449 shares 13,449 $671K 0.42% -6,328 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,133 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,589 shares; 2025Q4: 4,627 shares; 2026Q1: 4,623 shares 4,623 $670K 0.42% -4 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: 3,238 shares; 2025Q3: 4,054 shares; 2025Q4: 6,034 shares; 2026Q1: 6,890 shares 6,890 $670K 0.42% +856 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: 71 shares; 2024Q4: 332 shares; 2025Q1: 376 shares; 2025Q2: 407 shares; 2025Q3: 474 shares; 2025Q4: 694 shares; 2026Q1: 716 shares 716 $659K 0.41% +22 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,759 shares; 2024Q4: 13,338 shares; 2025Q1: 12,941 shares; 2025Q2: 12,260 shares; 2025Q3: 12,322 shares; 2025Q4: 12,552 shares; 2026Q1: 13,629 shares 13,629 $655K 0.41% +1,077 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: 10,045 shares; 2024Q4: 9,063 shares; 2025Q1: 9,063 shares; 2025Q2: 9,063 shares; 2025Q3: 9,063 shares; 2025Q4: 9,203 shares; 2026Q1: 9,203 shares 9,203 $621K 0.39% 0 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: 987 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 974 shares; 2025Q3: 948 shares; 2025Q4: 940 shares; 2026Q1: 909 shares 909 $620K 0.39% -31 Timeline EMB 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: 8,626 shares; 2024Q4: 8,147 shares; 2025Q1: 7,545 shares; 2025Q2: 8,263 shares; 2025Q3: 8,300 shares; 2025Q4: 6,576 shares; 2026Q1: 6,593 shares 6,593 $619K 0.39% +17 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: 1,532 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,506 shares; 2025Q3: 1,476 shares; 2025Q4: 1,478 shares; 2026Q1: 1,483 shares 1,483 $588K 0.37% +5 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: 2,456 shares; 2024Q4: 2,308 shares; 2025Q1: 2,315 shares; 2025Q2: 2,200 shares; 2025Q3: 2,351 shares; 2025Q4: 2,444 shares; 2026Q1: 2,785 shares 2,785 $576K 0.36% +341 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: 1,165 shares; 2024Q4: 948 shares; 2025Q1: 938 shares; 2025Q2: 1,003 shares; 2025Q3: 961 shares; 2025Q4: 1,159 shares; 2026Q1: 1,197 shares 1,197 $574K 0.36% +38 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,307 shares; 2024Q4: 8,285 shares; 2025Q1: 7,921 shares; 2025Q2: 6,760 shares; 2025Q3: 6,853 shares; 2025Q4: 6,275 shares; 2026Q1: 6,092 shares 6,092 $568K 0.36% -183 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: 9,078 shares; 2024Q4: 9,138 shares; 2025Q1: 8,936 shares; 2025Q2: 8,600 shares; 2025Q3: 8,466 shares; 2025Q4: 8,505 shares; 2026Q1: 5,999 shares 5,999 $557K 0.35% -2,506 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 552 shares; 2026Q1: 562 shares 562 $551K 0.34% +10 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,862 shares; 2025Q3: 2,747 shares; 2025Q4: 2,812 shares; 2026Q1: 2,932 shares 2,932 $535K 0.33% +120 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,721 shares; 2026Q1: 23,735 shares 23,735 $531K 0.33% +3,014 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: 1,943 shares; 2024Q4: 1,937 shares; 2025Q1: 1,949 shares; 2025Q2: 1,939 shares; 2025Q3: 1,836 shares; 2025Q4: 1,831 shares; 2026Q1: 1,799 shares 1,799 $531K 0.33% -32 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 5,941 shares; 2025Q1: 5,305 shares; 2025Q2: 5,483 shares; 2025Q3: 5,736 shares; 2025Q4: 5,885 shares; 2026Q1: 5,764 shares 5,764 $522K 0.33% -121 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: 4,450 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,440 shares; 2025Q3: 4,315 shares; 2025Q4: 4,280 shares; 2026Q1: 3,830 shares 3,830 $521K 0.33% -450 Timeline VSS 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: 4,719 shares; 2024Q4: 4,784 shares; 2025Q1: 4,357 shares; 2025Q2: 4,369 shares; 2025Q3: 4,299 shares; 2025Q4: 3,659 shares; 2026Q1: 3,520 shares 3,520 $513K 0.32% -139 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,253 shares; 2025Q1: 2,057 shares; 2025Q2: 2,182 shares; 2025Q3: 1,511 shares; 2025Q4: 1,268 shares; 2026Q1: 1,183 shares 1,183 $509K 0.32% -85 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,398 shares; 2025Q1: 7,260 shares; 2025Q2: 5,719 shares; 2025Q3: 5,741 shares; 2025Q4: 5,362 shares; 2026Q1: 5,218 shares 5,218 $491K 0.31% -144 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: 336 shares; 2024Q4: 340 shares; 2025Q1: 363 shares; 2025Q2: 854 shares; 2025Q3: 917 shares; 2025Q4: 1,220 shares; 2026Q1: 1,505 shares 1,505 $491K 0.31% +285 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: 1,294 shares; 2024Q4: 2,598 shares; 2025Q1: 2,618 shares; 2025Q2: 2,683 shares; 2025Q3: 2,653 shares; 2025Q4: 2,773 shares; 2026Q1: 3,035 shares 3,035 $486K 0.3% +262 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: 5,900 shares; 2024Q4: 6,432 shares; 2025Q1: 6,266 shares; 2025Q2: 6,277 shares; 2025Q3: 6,488 shares; 2025Q4: 6,776 shares; 2026Q1: 6,681 shares 6,681 $486K 0.3% -95 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 304 shares; 2026Q1: 315 shares 315 $464K 0.29% +11 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: 738 shares; 2024Q4: 227 shares; 2025Q1: 615 shares; 2025Q2: 420 shares; 2025Q3: 2,715 shares; 2025Q4: 677 shares; 2026Q1: 709 shares 709 $463K 0.29% +32 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: 12,859 shares; 2024Q4: 6,417 shares; 2025Q1: 6,044 shares; 2025Q2: 6,787 shares; 2025Q3: 6,627 shares; 2025Q4: 6,627 shares; 2026Q1: 5,925 shares 5,925 $457K 0.29% -702 Timeline BBIN 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: 4,595 shares; 2024Q4: 2,697 shares; 2025Q1: 3,009 shares; 2025Q2: 4,265 shares; 2025Q3: 5,862 shares; 2025Q4: 6,641 shares; 2026Q1: 6,219 shares 6,219 $455K 0.28% -422 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: 984 shares; 2024Q4: 990 shares; 2025Q1: 988 shares; 2025Q2: 992 shares; 2025Q3: 982 shares; 2025Q4: 511 shares; 2026Q1: 488 shares 488 $437K 0.27% -23 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,015 shares; 2025Q1: 5,460 shares; 2025Q2: 5,704 shares; 2025Q3: 5,689 shares; 2025Q4: 4,970 shares; 2026Q1: 4,568 shares 4,568 $424K 0.26% -402 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: 7,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,606 shares 2,606 $421K 0.26% new Timeline EFAV 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: 3,226 shares; 2024Q4: 2,767 shares; 2025Q1: 3,250 shares; 2025Q2: 5,884 shares; 2025Q3: 5,908 shares; 2025Q4: 4,848 shares; 2026Q1: 4,522 shares 4,522 $413K 0.26% -326 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: 2,319 shares; 2024Q4: 2,054 shares; 2025Q1: 2,137 shares; 2025Q2: 1,995 shares; 2025Q3: 2,269 shares; 2025Q4: 2,389 shares; 2026Q1: 2,489 shares 2,489 $412K 0.26% +100 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: 4,281 shares; 2024Q4: not reported; 2025Q1: 4,469 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 6,053 shares; 2026Q1: 3,089 shares 3,089 $411K 0.26% -2,964 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: 1,160 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,235 shares; 2025Q3: 1,374 shares; 2025Q4: 1,429 shares; 2026Q1: 1,673 shares 1,673 $406K 0.25% +244 Timeline VANGUARD WELLESLEY INCOME FD VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 6,272 shares; 2025Q1: not reported; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares; 2025Q4: 6,538 shares; 2026Q1: 6,538 shares 6,538 $400K 0.25% 0 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: 193 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 348 shares; 2025Q3: 358 shares; 2025Q4: 4,061 shares; 2026Q1: 4,154 shares 4,154 $399K 0.25% +93 Timeline VNQI 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: 6,362 shares; 2024Q4: 6,395 shares; 2025Q1: 6,427 shares; 2025Q2: 9,246 shares; 2025Q3: 9,371 shares; 2025Q4: 8,938 shares; 2026Q1: 8,912 shares 8,912 $396K 0.25% -26 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: 13,109 shares; 2024Q4: 11,793 shares; 2025Q1: 11,592 shares; 2025Q2: 11,617 shares; 2025Q3: 12,152 shares; 2025Q4: 12,599 shares; 2026Q1: 13,580 shares 13,580 $394K 0.25% +981 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: 4,444 shares; 2024Q4: 4,345 shares; 2025Q1: 4,329 shares; 2025Q2: 4,307 shares; 2025Q3: 3,937 shares; 2025Q4: 1,468 shares; 2026Q1: 1,299 shares 1,299 $393K 0.25% -169 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: 2,063 shares; 2024Q4: 3,713 shares; 2025Q1: 3,713 shares; 2025Q2: 3,673 shares; 2025Q3: 3,573 shares; 2025Q4: 3,573 shares; 2026Q1: 3,493 shares 3,493 $392K 0.25% -80 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 974 shares; 2025Q1: 1,014 shares; 2025Q2: 1,020 shares; 2025Q3: 942 shares; 2025Q4: 952 shares; 2026Q1: 877 shares 877 $392K 0.25% -75 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,244 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares; 2026Q1: 9,622 shares 9,622 $390K 0.24% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,979 shares; 2024Q4: 2,185 shares; 2025Q1: 2,185 shares; 2025Q2: 2,190 shares; 2025Q3: not reported; 2025Q4: 706 shares; 2026Q1: 706 shares 706 $388K 0.24% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,432 shares; 2025Q1: 1,533 shares; 2025Q2: 1,631 shares; 2025Q3: 2,333 shares; 2025Q4: 4,112 shares; 2026Q1: 4,966 shares 4,966 $385K 0.24% +854 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 6,545 shares; 2025Q1: 7,974 shares; 2025Q2: 9,437 shares; 2025Q3: 6,810 shares; 2025Q4: 6,241 shares; 2026Q1: 5,885 shares 5,885 $384K 0.24% -356 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: 3,404 shares; 2024Q4: 3,478 shares; 2025Q1: 3,686 shares; 2025Q2: 3,816 shares; 2025Q3: 4,185 shares; 2025Q4: 5,018 shares; 2026Q1: 5,049 shares 5,049 $384K 0.24% +31 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: 3,081 shares; 2024Q4: 6,552 shares; 2025Q1: 6,816 shares; 2025Q2: 6,750 shares; 2025Q3: 7,248 shares; 2025Q4: 7,815 shares; 2026Q1: 7,801 shares 7,801 $380K 0.24% -14 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: 2,668 shares; 2024Q4: 2,585 shares; 2025Q1: 2,623 shares; 2025Q2: 2,603 shares; 2025Q3: 2,882 shares; 2025Q4: 2,916 shares; 2026Q1: 2,902 shares 2,902 $380K 0.24% -14 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: 2,235 shares; 2024Q4: 2,160 shares; 2025Q1: 2,140 shares; 2025Q2: 2,270 shares; 2025Q3: 2,180 shares; 2025Q4: 3,295 shares; 2026Q1: 3,341 shares 3,341 $379K 0.24% +46 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: 1,877 shares; 2024Q4: 1,914 shares; 2025Q1: 1,971 shares; 2025Q2: 1,914 shares; 2025Q3: 2,046 shares; 2025Q4: 2,290 shares; 2026Q1: 2,623 shares 2,623 $379K 0.24% +333 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: 4,835 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,625 shares; 2025Q3: 4,696 shares; 2025Q4: 5,356 shares; 2026Q1: 5,568 shares 5,568 $367K 0.23% +212 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,533 shares; 2024Q4: 12,175 shares; 2025Q1: 13,519 shares; 2025Q2: 14,912 shares; 2025Q3: 5,480 shares; 2025Q4: 7,302 shares; 2026Q1: 9,213 shares 9,213 $366K 0.23% +1,911 Timeline TFLO 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: 25,760 shares; 2024Q4: 22,654 shares; 2025Q1: 21,049 shares; 2025Q2: 8,248 shares; 2025Q3: 8,102 shares; 2025Q4: 7,398 shares; 2026Q1: 7,213 shares 7,213 $365K 0.23% -185 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: 2,309 shares; 2024Q4: 2,389 shares; 2025Q1: 2,675 shares; 2025Q2: 1,943 shares; 2025Q3: 2,028 shares; 2025Q4: 2,043 shares; 2026Q1: 1,973 shares 1,973 $364K 0.23% -70 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,120 shares; 2024Q4: 3,867 shares; 2025Q1: 4,157 shares; 2025Q2: 4,762 shares; 2025Q3: 4,952 shares; 2025Q4: 11,329 shares; 2026Q1: 12,434 shares 12,434 $349K 0.22% +1,105 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 6,478 shares; 2025Q1: 6,184 shares; 2025Q2: 8,385 shares; 2025Q3: 8,524 shares; 2025Q4: 9,589 shares; 2026Q1: 9,128 shares 9,128 $336K 0.21% -461 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: 5,863 shares; 2024Q4: 5,013 shares; 2025Q1: 5,090 shares; 2025Q2: 6,882 shares; 2025Q3: 7,212 shares; 2025Q4: 7,775 shares; 2026Q1: 6,580 shares 6,580 $330K 0.21% -1,195 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: 1,256 shares; 2024Q4: 1,254 shares; 2025Q1: 1,518 shares; 2025Q2: 1,506 shares; 2025Q3: 1,655 shares; 2025Q4: 1,679 shares; 2026Q1: 1,484 shares 1,484 $323K 0.2% -195 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: 2,850 shares; 2024Q4: 1,789 shares; 2025Q1: 1,604 shares; 2025Q2: 1,682 shares; 2025Q3: 1,584 shares; 2025Q4: 1,612 shares; 2026Q1: 1,549 shares 1,549 $319K 0.2% -63 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 7,445 shares; 2026Q1: 7,193 shares 7,193 $316K 0.2% -252 Timeline SPTI 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: 15,173 shares; 2024Q4: 13,886 shares; 2025Q1: 13,899 shares; 2025Q2: 10,723 shares; 2025Q3: 10,765 shares; 2025Q4: 11,279 shares; 2026Q1: 11,020 shares 11,020 $316K 0.2% -259 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: not reported; 2024Q4: 40 shares; 2025Q1: 55 shares; 2025Q2: 115 shares; 2025Q3: 161 shares; 2025Q4: 301 shares; 2026Q1: 437 shares 437 $310K 0.19% +136 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 705 shares; 2025Q3: 695 shares; 2025Q4: 665 shares; 2026Q1: 620 shares 620 $293K 0.18% -45 Timeline HYD 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: 9,681 shares; 2024Q4: 7,547 shares; 2025Q1: 7,165 shares; 2025Q2: 6,407 shares; 2025Q3: 6,394 shares; 2025Q4: 5,949 shares; 2026Q1: 5,777 shares 5,777 $290K 0.18% -172 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: 2,624 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,299 shares; 2025Q3: 2,244 shares; 2025Q4: 2,194 shares; 2026Q1: 2,147 shares 2,147 $281K 0.18% -47 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: 791 shares; 2024Q4: 802 shares; 2025Q1: 801 shares; 2025Q2: 180 shares; 2025Q3: 175 shares; 2025Q4: 204 shares; 2026Q1: 208 shares 208 $275K 0.17% +4 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,846 shares; 2025Q1: 2,171 shares; 2025Q2: 1,144 shares; 2025Q3: 1,077 shares; 2025Q4: 1,086 shares; 2026Q1: 1,058 shares 1,058 $272K 0.17% -28 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: 1,431 shares; 2024Q4: 969 shares; 2025Q1: 708 shares; 2025Q2: 893 shares; 2025Q3: 948 shares; 2025Q4: 1,355 shares; 2026Q1: 2,251 shares 2,251 $271K 0.17% +896 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: not reported; 2025Q1: 20,067 shares; 2025Q2: 21,695 shares; 2025Q3: 439 shares; 2025Q4: 4,057 shares; 2026Q1: 11,915 shares 11,915 $265K 0.17% +7,858 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: 4,961 shares; 2024Q4: 5,261 shares; 2025Q1: 5,311 shares; 2025Q2: 5,458 shares; 2025Q3: 5,307 shares; 2025Q4: 1,522 shares; 2026Q1: 1,554 shares 1,554 $264K 0.16% +32 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 7,601 shares; 2025Q1: 14,677 shares; 2025Q2: 13,065 shares; 2025Q3: 12,734 shares; 2025Q4: 11,958 shares; 2026Q1: 10,493 shares 10,493 $260K 0.16% -1,465 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: 5,771 shares; 2024Q4: 4,991 shares; 2025Q1: 4,961 shares; 2025Q2: 4,891 shares; 2025Q3: 4,777 shares; 2025Q4: 4,911 shares; 2026Q1: 4,926 shares 4,926 $256K 0.16% +15 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: 4,426 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,047 shares; 2025Q3: 2,270 shares; 2025Q4: 1,722 shares; 2026Q1: 1,647 shares 1,647 $256K 0.16% -75 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: 2,386 shares; 2024Q4: 2,404 shares; 2025Q1: 2,395 shares; 2025Q2: 2,333 shares; 2025Q3: 628 shares; 2025Q4: 892 shares; 2026Q1: 944 shares 944 $255K 0.16% +52 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 2,627 shares; 2025Q1: 2,778 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,954 shares; 2026Q1: 3,255 shares 3,255 $255K 0.16% +301 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 4,190 shares; 2025Q1: 4,476 shares; 2025Q2: 4,730 shares; 2025Q3: 4,904 shares; 2025Q4: 5,164 shares; 2026Q1: 5,308 shares 5,308 $249K 0.16% +144 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,236 shares; 2025Q2: 3,227 shares; 2025Q3: not reported; 2025Q4: 2,795 shares; 2026Q1: 2,645 shares 2,645 $245K 0.15% -150 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 665 shares; 2025Q3: 645 shares; 2025Q4: 635 shares; 2026Q1: 620 shares 620 $243K 0.15% -15 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,518 shares; 2025Q3: 4,298 shares; 2025Q4: 4,183 shares; 2026Q1: 4,038 shares 4,038 $242K 0.15% -145 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 1,839 shares; 2025Q1: 1,879 shares; 2025Q2: 2,124 shares; 2025Q3: 2,304 shares; 2025Q4: 4,109 shares; 2026Q1: 4,609 shares 4,609 $237K 0.15% +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: 10,790 shares; 2024Q4: 9,040 shares; 2025Q1: 8,600 shares; 2025Q2: 8,450 shares; 2025Q3: 9,600 shares; 2025Q4: 19,600 shares; 2026Q1: 20,405 shares 20,405 $235K 0.15% +805 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: 92 shares; 2025Q1: 85 shares; 2025Q2: 92 shares; 2025Q3: 222 shares; 2025Q4: 1,470 shares; 2026Q1: 1,907 shares 1,907 $234K 0.15% +437 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: 3,074 shares; 2024Q4: 1,537 shares; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $226K 0.14% 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: 3,120 shares; 2024Q4: 2,855 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,740 shares; 2025Q4: 3,605 shares; 2026Q1: 3,640 shares 3,640 $225K 0.14% +35 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: 1,840 shares; 2024Q4: 1,743 shares; 2025Q1: 1,685 shares; 2025Q2: 1,610 shares; 2025Q3: 1,525 shares; 2025Q4: 1,475 shares; 2026Q1: 1,415 shares 1,415 $223K 0.14% -60 Timeline LQD 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: 1,935 shares; 2024Q4: 1,695 shares; 2025Q1: 1,690 shares; 2025Q2: 2,542 shares; 2025Q3: 2,377 shares; 2025Q4: 2,363 shares; 2026Q1: 1,992 shares 1,992 $217K 0.14% -371 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: 530 shares; 2024Q4: 339 shares; 2025Q1: 385 shares; 2025Q2: 430 shares; 2025Q3: 645 shares; 2025Q4: 914 shares; 2026Q1: 884 shares 884 $216K 0.14% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,555 shares; 2025Q3: 2,295 shares; 2025Q4: 2,330 shares; 2026Q1: 2,295 shares 2,295 $212K 0.13% -35 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 98 shares; 2025Q4: 104 shares; 2026Q1: 617 shares 617 $208K 0.13% +513 Timeline NTBIX Navigator Tactical Fixed Income I More: the full row for Navigator Tactical Fixed Income I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,503 shares; 2024Q4: 17,755 shares; 2025Q1: 17,924 shares; 2025Q2: 18,148 shares; 2025Q3: 18,383 shares; 2025Q4: 21,663 shares; 2026Q1: 21,781 shares 21,781 $208K 0.13% +118 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 874 shares; 2025Q1: 725 shares; 2025Q2: 1,079 shares; 2025Q3: 1,880 shares; 2025Q4: 1,894 shares; 2026Q1: 1,743 shares 1,743 $206K 0.13% -151 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,279 shares; 2025Q1: 5,074 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 4,604 shares; 2026Q1: 4,409 shares 4,409 $206K 0.13% -195 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: 562 shares; 2024Q4: 439 shares; 2025Q1: 334 shares; 2025Q2: 339 shares; 2025Q3: 1,351 shares; 2025Q4: 2,765 shares; 2026Q1: 2,724 shares 2,724 $205K 0.13% -41 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 4,754 shares; 2025Q2: 4,483 shares; 2025Q3: 4,483 shares; 2025Q4: 4,483 shares; 2026Q1: 4,483 shares 4,483 $201K 0.13% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,255 shares; 2025Q1: 4,235 shares; 2025Q2: 4,188 shares; 2025Q3: 4,008 shares; 2025Q4: 3,998 shares; 2026Q1: 3,953 shares 3,953 $200K 0.13% -45 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 7,867 shares; 2025Q1: 7,634 shares; 2025Q2: 7,587 shares; 2025Q3: 7,990 shares; 2025Q4: 4,240 shares; 2026Q1: 4,286 shares 4,286 $199K 0.12% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,470 shares; 2025Q4: 1,420 shares; 2026Q1: 1,404 shares 1,404 $196K 0.12% -16 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: 1,743 shares; 2024Q4: 1,673 shares; 2025Q1: 1,823 shares; 2025Q2: 1,806 shares; 2025Q3: 1,773 shares; 2025Q4: 1,726 shares; 2026Q1: 1,676 shares 1,676 $194K 0.12% -50 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 1,025 shares; 2025Q3: 1,060 shares; 2025Q4: 1,230 shares; 2026Q1: 1,884 shares 1,884 $192K 0.12% +654 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: 408 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 142 shares; 2025Q3: 367 shares; 2025Q4: 487 shares; 2026Q1: 582 shares 582 $191K 0.12% +95 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 374 shares; 2025Q1: 353 shares; 2025Q2: 348 shares; 2025Q3: 340 shares; 2025Q4: 318 shares; 2026Q1: 313 shares 313 $189K 0.12% -5 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 5,773 shares; 2025Q1: 6,901 shares; 2025Q2: 9,431 shares; 2025Q3: 9,496 shares; 2025Q4: 8,198 shares; 2026Q1: 7,063 shares 7,063 $188K 0.12% -1,135 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: 654 shares; 2024Q4: 974 shares; 2025Q1: 1,009 shares; 2025Q2: 1,039 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $188K 0.12% 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: 800 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 650 shares; 2025Q4: 4,101 shares; 2026Q1: 4,211 shares 4,211 $186K 0.12% +110 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: 2,320 shares; 2024Q4: 2,105 shares; 2025Q1: 2,072 shares; 2025Q2: 2,062 shares; 2025Q3: 2,022 shares; 2025Q4: 2,662 shares; 2026Q1: 2,682 shares 2,682 $186K 0.12% +20 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,425 shares; 2025Q3: 1,355 shares; 2025Q4: 1,315 shares; 2026Q1: 1,270 shares 1,270 $186K 0.12% -45 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: 1,471 shares; 2024Q4: 763 shares; 2025Q1: 757 shares; 2025Q2: 764 shares; 2025Q3: 1,061 shares; 2025Q4: 1,492 shares; 2026Q1: 1,404 shares 1,404 $186K 0.12% -88 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 5,232 shares; 2025Q1: 5,667 shares; 2025Q2: 6,563 shares; 2025Q3: 7,785 shares; 2025Q4: 7,808 shares; 2026Q1: 8,049 shares 8,049 $184K 0.12% +241 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,635 shares; 2025Q1: 5,510 shares; 2025Q2: 5,630 shares; 2025Q3: 7,410 shares; 2025Q4: 7,110 shares; 2026Q1: 7,010 shares 7,010 $183K 0.11% -100 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,932 shares 1,932 $182K 0.11% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 2,031 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,196 shares; 2026Q1: 2,325 shares 2,325 $179K 0.11% +129 Timeline IGLB 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: 2,837 shares; 2024Q4: 2,562 shares; 2025Q1: 2,477 shares; 2025Q2: 3,720 shares; 2025Q3: 3,771 shares; 2025Q4: 3,654 shares; 2026Q1: 3,502 shares 3,502 $174K 0.11% -152 Timeline USIG 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: 1,378 shares; 2024Q4: 1,778 shares; 2025Q1: 1,935 shares; 2025Q2: 2,262 shares; 2025Q3: 3,226 shares; 2025Q4: 3,233 shares; 2026Q1: 3,378 shares 3,378 $173K 0.11% +145 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: 395 shares; 2024Q4: 344 shares; 2025Q1: 347 shares; 2025Q2: 270 shares; 2025Q3: 395 shares; 2025Q4: 455 shares; 2026Q1: 503 shares 503 $170K 0.11% +48 Timeline Value Line Select Core Inv Value Line Select Core Inv More: the full row for Value Line Select Core Inv Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 5,186 shares; 2025Q1: 5,186 shares; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares; 2025Q4: 5,635 shares; 2026Q1: 5,635 shares 5,635 $163K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 2,590 shares; 2025Q4: 3,160 shares; 2026Q1: 3,260 shares 3,260 $160K 0.1% +100 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: 5,178 shares; 2024Q4: 5,303 shares; 2025Q1: 4,128 shares; 2025Q2: 3,893 shares; 2025Q3: 3,917 shares; 2025Q4: 3,995 shares; 2026Q1: 3,893 shares 3,893 $160K 0.1% -102 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,746 shares; 2026Q1: 1,817 shares 1,817 $156K 0.1% +71 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: 387 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 383 shares; 2025Q4: 481 shares; 2026Q1: 487 shares 487 $155K 0.1% +6 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: 194 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 240 shares; 2025Q4: 724 shares; 2026Q1: 804 shares 804 $152K 0.1% +80 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: 2,301 shares; 2024Q4: 2,214 shares; 2025Q1: 2,214 shares; 2025Q2: 2,189 shares; 2025Q3: 2,139 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $149K 0.09% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,711 shares; 2025Q1: 1,923 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares 1,018 $148K 0.09% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 465 shares; 2025Q1: 564 shares; 2025Q2: 667 shares; 2025Q3: 911 shares; 2025Q4: 987 shares; 2026Q1: 894 shares 894 $147K 0.09% -93 Timeline EWC 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: 4,362 shares; 2024Q4: 3,823 shares; 2025Q1: 3,154 shares; 2025Q2: 2,890 shares; 2025Q3: 2,772 shares; 2025Q4: 2,645 shares; 2026Q1: 2,673 shares 2,673 $146K 0.09% +28 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares 990 $145K 0.09% new Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 11,463 shares; 2025Q1: 10,828 shares; 2025Q2: 9,074 shares; 2025Q3: 8,545 shares; 2025Q4: 8,063 shares; 2026Q1: 7,442 shares 7,442 $143K 0.09% -621 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 102 shares; 2025Q1: 71 shares; 2025Q2: 84 shares; 2025Q3: 119 shares; 2025Q4: 136 shares; 2026Q1: 416 shares 416 $142K 0.09% +280 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,190 shares; 2025Q1: 2,160 shares; 2025Q2: 2,120 shares; 2025Q3: 1,990 shares; 2025Q4: 1,810 shares; 2026Q1: 1,735 shares 1,735 $140K 0.09% -75 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: 2,315 shares; 2024Q4: 2,190 shares; 2025Q1: 2,135 shares; 2025Q2: 2,325 shares; 2025Q3: 2,235 shares; 2025Q4: 3,535 shares; 2026Q1: 3,665 shares 3,665 $136K 0.09% +130 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: 1,125 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,219 shares; 2025Q4: 1,704 shares; 2026Q1: 2,559 shares 2,559 $135K 0.08% +855 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 835 shares; 2025Q1: 855 shares; 2025Q2: 830 shares; 2025Q3: 780 shares; 2025Q4: 2,590 shares; 2026Q1: 2,510 shares 2,510 $134K 0.08% -80 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: 282 shares; 2024Q4: 279 shares; 2025Q1: 219 shares; 2025Q2: 222 shares; 2025Q3: 337 shares; 2025Q4: 379 shares; 2026Q1: 443 shares 443 $134K 0.08% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,300 shares; 2025Q4: 1,285 shares; 2026Q1: 1,360 shares 1,360 $134K 0.08% +75 Timeline SJNK 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: 2,105 shares; 2024Q4: 2,311 shares; 2025Q1: 2,281 shares; 2025Q2: 2,424 shares; 2025Q3: 4,640 shares; 2025Q4: 4,673 shares; 2026Q1: 5,178 shares 5,178 $129K 0.08% +505 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: 105 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 177 shares; 2025Q3: 263 shares; 2025Q4: 472 shares; 2026Q1: 562 shares 562 $129K 0.08% +90 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: 95 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 190 shares; 2025Q4: 1,300 shares; 2026Q1: 1,335 shares 1,335 $129K 0.08% +35 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 826 shares; 2026Q1: 1,612 shares 1,612 $127K 0.08% +786 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,795 shares; 2025Q3: 1,737 shares; 2025Q4: 571 shares; 2026Q1: 522 shares 522 $127K 0.08% -49 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 8,889 shares; 2025Q1: 4,521 shares; 2025Q2: 1,534 shares; 2025Q3: 3,715 shares; 2025Q4: not reported; 2026Q1: 1,371 shares 1,371 $126K 0.08% new Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares; 2026Q1: 1,557 shares 1,557 $124K 0.08% +172 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: 125 shares; 2024Q4: 137 shares; 2025Q1: 118 shares; 2025Q2: 139 shares; 2025Q3: 169 shares; 2025Q4: 184 shares; 2026Q1: 146 shares 146 $124K 0.08% -38 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,029 shares; 2024Q4: 12,574 shares; 2025Q1: 9,529 shares; 2025Q2: 9,434 shares; 2025Q3: 5,245 shares; 2025Q4: 3,839 shares; 2026Q1: 3,612 shares 3,612 $121K 0.08% -227 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $120K 0.08% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 465 shares; 2025Q3: 479 shares; 2025Q4: 515 shares; 2026Q1: 485 shares 485 $120K 0.07% -30 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: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 137 shares; 2025Q3: 205 shares; 2025Q4: 233 shares; 2026Q1: 222 shares 222 $119K 0.07% -11 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 2,650 shares; 2026Q1: 2,990 shares 2,990 $119K 0.07% +340 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: 30 shares; 2024Q4: 15 shares; 2025Q1: 2 shares; 2025Q2: 356 shares; 2025Q3: not reported; 2025Q4: 590 shares; 2026Q1: 611 shares 611 $118K 0.07% +21 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,815 shares; 2025Q1: 2,795 shares; 2025Q2: 2,760 shares; 2025Q3: 2,630 shares; 2025Q4: 2,560 shares; 2026Q1: 2,530 shares 2,530 $117K 0.07% -30 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 5,284 shares; 2025Q1: 5,242 shares; 2025Q2: 1,808 shares; 2025Q3: 1,680 shares; 2025Q4: 1,693 shares; 2026Q1: 1,689 shares 1,689 $117K 0.07% -4 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 1,348 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,555 shares; 2026Q1: 1,703 shares 1,703 $117K 0.07% +148 Timeline SPTS 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: 1,599 shares; 2024Q4: 1,324 shares; 2025Q1: 436 shares; 2025Q2: 4,606 shares; 2025Q3: 4,787 shares; 2025Q4: 3,953 shares; 2026Q1: 3,979 shares 3,979 $116K 0.07% +26 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 1,758 shares; 2025Q1: 1,788 shares; 2025Q2: 1,888 shares; 2025Q3: 1,908 shares; 2025Q4: 2,178 shares; 2026Q1: 622 shares 622 $116K 0.07% -1,556 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,751 shares; 2024Q4: 17,611 shares; 2025Q1: 8,073 shares; 2025Q2: 6,821 shares; 2025Q3: 6,647 shares; 2025Q4: 6,408 shares; 2026Q1: 5,523 shares 5,523 $114K 0.07% -885 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 8,262 shares; 2025Q1: 8,910 shares; 2025Q2: 9,076 shares; 2025Q3: 9,275 shares; 2025Q4: 9,399 shares; 2026Q1: 2,466 shares 2,466 $112K 0.07% -6,933 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: 494 shares; 2024Q4: 492 shares; 2025Q1: 476 shares; 2025Q2: 495 shares; 2025Q3: 437 shares; 2025Q4: 446 shares; 2026Q1: 389 shares 389 $112K 0.07% -57 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 1,210 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,090 shares; 2025Q4: 1,360 shares; 2026Q1: 1,395 shares 1,395 $111K 0.07% +35 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 2,055 shares; 2026Q1: 1,430 shares 1,430 $111K 0.07% -625 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,510 shares 1,510 $111K 0.07% +180 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,700 shares; 2025Q1: 1,720 shares; 2025Q2: 1,690 shares; 2025Q3: 1,545 shares; 2025Q4: 1,495 shares; 2026Q1: 1,485 shares 1,485 $108K 0.07% -10 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,435 shares; 2025Q4: 1,545 shares; 2026Q1: 1,447 shares 1,447 $107K 0.07% -98 Timeline EEMA 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: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares 1,117 $107K 0.07% 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: not reported; 2024Q4: 3 shares; 2025Q1: 112 shares; 2025Q2: 113 shares; 2025Q3: 163 shares; 2025Q4: 186 shares; 2026Q1: 379 shares 379 $106K 0.07% +193 Timeline T ROWE PR BLUE CHIP GROW-I T ROWE PR BLUE CHIP GROW-I More: the full row for T ROWE PR BLUE CHIP GROW-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 556 shares; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares 556 $105K 0.07% 0 PZA 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: 8,661 shares; 2024Q4: 6,884 shares; 2025Q1: 7,427 shares; 2025Q2: 5,996 shares; 2025Q3: 6,010 shares; 2025Q4: 5,394 shares; 2026Q1: 4,534 shares 4,534 $104K 0.07% -860 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: not reported; 2024Q4: 1,695 shares; 2025Q1: 1,745 shares; 2025Q2: 1,695 shares; 2025Q3: 1,549 shares; 2025Q4: 2,065 shares; 2026Q1: 2,175 shares 2,175 $100K 0.06% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 982 shares; 2025Q4: 1,104 shares; 2026Q1: 1,070 shares 1,070 $99.8K 0.06% -34 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: 1,877 shares; 2024Q4: 2,004 shares; 2025Q1: 2,019 shares; 2025Q2: 228 shares; 2025Q3: 248 shares; 2025Q4: 258 shares; 2026Q1: 282 shares 282 $99.3K 0.06% +24 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 132 shares; 2025Q1: 143 shares; 2025Q2: 190 shares; 2025Q3: 233 shares; 2025Q4: 238 shares; 2026Q1: 243 shares 243 $99K 0.06% +5 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 1,724 shares; 2025Q4: 1,724 shares; 2026Q1: 1,707 shares 1,707 $98.6K 0.06% -17 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,120 shares; 2025Q1: 1,140 shares; 2025Q2: 1,150 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,080 shares 1,080 $97.3K 0.06% -30 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 47 shares; 2025Q4: 325 shares; 2026Q1: 340 shares 340 $95.6K 0.06% +15 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 830 shares 830 $91.2K 0.06% +32 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: 215 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 470 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 2,328 shares 2,328 $90.8K 0.06% +1,963 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 691 shares; 2025Q2: 389 shares; 2025Q3: 1,623 shares; 2025Q4: 1,823 shares; 2026Q1: 2,380 shares 2,380 $88.7K 0.06% +557 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: 751 shares; 2024Q4: 742 shares; 2025Q1: 739 shares; 2025Q2: 592 shares; 2025Q3: 905 shares; 2025Q4: 1,096 shares; 2026Q1: 917 shares 917 $88.5K 0.06% -179 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 284 shares; 2025Q3: 355 shares; 2025Q4: 401 shares; 2026Q1: 483 shares 483 $88.1K 0.06% +82 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: 317 shares; 2026Q1: 442 shares 442 $88K 0.06% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160 shares; 2025Q4: 890 shares; 2026Q1: 970 shares 970 $87.7K 0.05% +80 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: not reported; 2024Q4: 246 shares; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares 1,010 $87.5K 0.05% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,051 shares; 2025Q1: 1,716 shares; 2025Q2: 991 shares; 2025Q3: 994 shares; 2025Q4: 914 shares; 2026Q1: 906 shares 906 $86K 0.05% -8 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 77 shares; 2025Q1: 121 shares; 2025Q2: 122 shares; 2025Q3: 286 shares; 2025Q4: 406 shares; 2026Q1: 408 shares 408 $84.1K 0.05% +2 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: 32 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,379 shares 1,379 $81.1K 0.05% new Timeline Columbia Total Return Muncp… Columbia Total Return Muncpl Inc A More: the full row for Columbia Total Return Muncpl Inc A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,095 shares; 2024Q4: 6,637 shares; 2025Q1: 6,697 shares; 2025Q2: 6,761 shares; 2025Q3: 6,827 shares; 2025Q4: 6,890 shares; 2026Q1: 6,953 shares 6,953 $80.7K 0.05% +63 BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $80.1K 0.05% 0 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: 623 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 458 shares; 2025Q3: 535 shares; 2025Q4: 565 shares; 2026Q1: 392 shares 392 $79.7K 0.05% -173 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA 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: 1,525 shares; 2025Q4: 1,713 shares; 2026Q1: 1,657 shares 1,657 $79.5K 0.05% -56 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: not reported; 2025Q2: not reported; 2025Q3: 249 shares; 2025Q4: 281 shares; 2026Q1: 382 shares 382 $79.4K 0.05% +101 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 27 shares; 2025Q4: 257 shares; 2026Q1: 401 shares 401 $79.3K 0.05% +144 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,055 shares; 2024Q4: 2,986 shares; 2025Q1: 3,054 shares; 2025Q2: 3,092 shares; 2025Q3: 5,042 shares; 2025Q4: 5,666 shares; 2026Q1: 3,587 shares 3,587 $77.7K 0.05% -2,079 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 379 shares; 2025Q1: 414 shares; 2025Q2: 703 shares; 2025Q3: 417 shares; 2025Q4: 422 shares; 2026Q1: 319 shares 319 $76.6K 0.05% -103 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,037 shares; 2025Q3: 6,220 shares; 2025Q4: 6,982 shares; 2026Q1: 6,761 shares 6,761 $76.3K 0.05% -221 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 3,496 shares; 2025Q1: 3,545 shares; 2025Q2: 3,577 shares; 2025Q3: 3,631 shares; 2025Q4: 4,042 shares; 2026Q1: 3,838 shares 3,838 $75.8K 0.05% -204 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $74.8K 0.05% 0 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: 8 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 33 shares; 2025Q3: 38 shares; 2025Q4: 225 shares; 2026Q1: 705 shares 705 $73.7K 0.05% +480 Timeline Nuveen Core Impact Bond R6 Nuveen Core Impact Bond R6 More: the full row for Nuveen Core Impact Bond R6 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,739 shares; 2024Q4: 8,724 shares; 2025Q1: 8,820 shares; 2025Q2: 8,915 shares; 2025Q3: 8,022 shares; 2025Q4: 8,110 shares; 2026Q1: 8,152 shares 8,152 $73.6K 0.05% +42 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: 195 shares; 2025Q3: 320 shares; 2025Q4: 360 shares; 2026Q1: 351 shares 351 $73.4K 0.05% -9 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: 264 shares; 2024Q4: 178 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $73.3K 0.05% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 403 shares; 2025Q1: 481 shares; 2025Q2: 486 shares; 2025Q3: 798 shares; 2025Q4: 895 shares; 2026Q1: 866 shares 866 $73.3K 0.05% -29 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 997 shares; 2025Q1: 1,370 shares; 2025Q2: 1,179 shares; 2025Q3: 1,193 shares; 2025Q4: 1,127 shares; 2026Q1: 688 shares 688 $73K 0.05% -439 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: 2,731 shares; 2024Q4: 2,699 shares; 2025Q1: 2,709 shares; 2025Q2: 2,604 shares; 2025Q3: 2,564 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $72.1K 0.05% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 187 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 292 shares; 2025Q4: 346 shares; 2026Q1: 355 shares 355 $71.5K 0.04% +9 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 120 shares; 2025Q1: 123 shares; 2025Q2: 125 shares; 2025Q3: 204 shares; 2025Q4: 229 shares; 2026Q1: 495 shares 495 $70.7K 0.04% +266 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 306 shares; 2025Q1: 316 shares; 2025Q2: 194 shares; 2025Q3: 397 shares; 2025Q4: 446 shares; 2026Q1: 432 shares 432 $69.9K 0.04% -14 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 265 shares; 2025Q1: 253 shares; 2025Q2: 256 shares; 2025Q3: 418 shares; 2025Q4: 706 shares; 2026Q1: 725 shares 725 $69.6K 0.04% +19 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 121 shares; 2025Q1: 126 shares; 2025Q2: 116 shares; 2025Q3: 188 shares; 2025Q4: 211 shares; 2026Q1: 133 shares 133 $69.4K 0.04% -78 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,150 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 535 shares 535 $67.6K 0.04% -599 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 860 shares; 2025Q1: 853 shares; 2025Q2: 842 shares; 2025Q3: 718 shares; 2025Q4: 705 shares; 2026Q1: 701 shares 701 $64.8K 0.04% -4 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: 310 shares; 2024Q4: 289 shares; 2025Q1: 284 shares; 2025Q2: 288 shares; 2025Q3: 400 shares; 2025Q4: 464 shares; 2026Q1: 227 shares 227 $64.4K 0.04% -237 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: 66 shares; 2024Q4: 82 shares; 2025Q1: 80 shares; 2025Q2: 81 shares; 2025Q3: 130 shares; 2025Q4: 116 shares; 2026Q1: 74 shares 74 $64K 0.04% -42 Timeline PARNASSUS CORE EQUITY INSTI… PARNASSUS CORE EQUITY INSTITUTION… More: the full row for PARNASSUS CORE EQUITY INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,179 shares; 2025Q1: 1,158 shares; 2025Q2: 1,145 shares; 2025Q3: 1,004 shares; 2025Q4: 1,183 shares; 2026Q1: 1,184 shares 1,184 $62.4K 0.04% +1 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: 633 shares; 2024Q4: 621 shares; 2025Q1: 612 shares; 2025Q2: 447 shares; 2025Q3: 486 shares; 2025Q4: 547 shares; 2026Q1: 565 shares 565 $62K 0.04% +18 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 676 shares 676 $61.5K 0.04% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares 944 $61K 0.04% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 327 shares; 2025Q1: 330 shares; 2025Q2: 332 shares; 2025Q3: 397 shares; 2025Q4: 220 shares; 2026Q1: 215 shares 215 $60.6K 0.04% -5 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: not reported; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 2,265 shares; 2025Q3: 2,245 shares; 2025Q4: 1,989 shares; 2026Q1: 411 shares 411 $60.5K 0.04% -1,578 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: 275 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 476 shares; 2025Q3: 407 shares; 2025Q4: 406 shares; 2026Q1: 346 shares 346 $60K 0.04% -60 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 3,106 shares; 2025Q1: 3,106 shares; 2025Q2: 4,196 shares; 2025Q3: 4,625 shares; 2025Q4: 2,199 shares; 2026Q1: 2,323 shares 2,323 $59.7K 0.04% +124 Timeline RWR 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: 1,076 shares; 2024Q4: 1,020 shares; 2025Q1: 724 shares; 2025Q2: 8,142 shares; 2025Q3: 1,188 shares; 2025Q4: 884 shares; 2026Q1: 590 shares 590 $59.6K 0.04% -294 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 419 shares 419 $58.5K 0.04% new 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: 225 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 175 shares; 2025Q4: 165 shares; 2026Q1: 160 shares 160 $58.2K 0.04% -5 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,141 shares 1,141 $57.7K 0.04% new Timeline RWX 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: 4,001 shares; 2024Q4: 4,221 shares; 2025Q1: 3,065 shares; 2025Q2: 14,577 shares; 2025Q3: 2,380 shares; 2025Q4: 2,349 shares; 2026Q1: 2,122 shares 2,122 $56.5K 0.04% -227 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: 995 shares; 2024Q4: 974 shares; 2025Q1: 654 shares; 2025Q2: 663 shares; 2025Q3: 982 shares; 2025Q4: 1,106 shares; 2026Q1: 709 shares 709 $56.4K 0.04% -397 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 60 shares; 2025Q1: 171 shares; 2025Q2: 174 shares; 2025Q3: 262 shares; 2025Q4: 292 shares; 2026Q1: 302 shares 302 $56.3K 0.04% +10 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 104 shares; 2025Q1: 71 shares; 2025Q2: 178 shares; 2025Q3: 312 shares; 2025Q4: 366 shares; 2026Q1: 405 shares 405 $56.3K 0.04% +39 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares 286 $56.1K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 16 shares; 2025Q4: 31 shares; 2026Q1: 63 shares 63 $55K 0.03% +32 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581 shares 581 $54K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 43 shares; 2025Q2: 37 shares; 2025Q3: 53 shares; 2025Q4: 55 shares; 2026Q1: 56 shares 56 $53.9K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496 shares 496 $53K 0.03% new 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: 356 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $52.5K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,205 shares; 2025Q1: 2,185 shares; 2025Q2: 2,385 shares; 2025Q3: 2,373 shares; 2025Q4: 2,435 shares; 2026Q1: 540 shares 540 $52.5K 0.03% -1,895 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 420 shares 420 $52.2K 0.03% +69 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 550 shares; 2025Q1: 560 shares; 2025Q2: 550 shares; 2025Q3: 510 shares; 2025Q4: 800 shares; 2026Q1: 810 shares 810 $52K 0.03% +10 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: 628 shares; 2024Q4: 355 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 243 shares 243 $51.9K 0.03% -42 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 822 shares 822 $51.5K 0.03% new 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: 6,481 shares; 2024Q4: 6,346 shares; 2025Q1: 6,417 shares; 2025Q2: 1,029 shares; 2025Q3: 1,178 shares; 2025Q4: 1,234 shares; 2026Q1: 533 shares 533 $51.4K 0.03% -701 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 321 shares; 2025Q4: 349 shares; 2026Q1: 359 shares 359 $51.4K 0.03% +10 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 455 shares; 2025Q1: 555 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $51.2K 0.03% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,205 shares; 2025Q3: 1,988 shares; 2025Q4: 1,313 shares; 2026Q1: 1,127 shares 1,127 $51.2K 0.03% -186 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 176 shares; 2026Q1: 256 shares 256 $50.7K 0.03% +80 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: 144 shares; 2024Q4: 119 shares; 2025Q1: 192 shares; 2025Q2: 94 shares; 2025Q3: 256 shares; 2025Q4: 693 shares; 2026Q1: 250 shares 250 $49.6K 0.03% -443 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: 1,360 shares 1,360 $49.5K 0.03% +130 Timeline IWX 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: 714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 515 shares 515 $47.7K 0.03% -15 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 113 shares; 2025Q3: 210 shares; 2025Q4: 228 shares; 2026Q1: 238 shares 238 $47.5K 0.03% +10 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares 668 $47.5K 0.03% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 573 shares; 2025Q4: 751 shares; 2026Q1: 957 shares 957 $46.3K 0.03% +206 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 370 shares; 2025Q1: 376 shares; 2025Q2: 429 shares; 2025Q3: 704 shares; 2025Q4: 1,210 shares; 2026Q1: 695 shares 695 $45.9K 0.03% -515 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: 93 shares; 2024Q4: 154 shares; 2025Q1: 152 shares; 2025Q2: 91 shares; 2025Q3: 144 shares; 2025Q4: 169 shares; 2026Q1: 171 shares 171 $45.4K 0.03% +2 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: not reported; 2024Q4: 1,035 shares; 2025Q1: 1,135 shares; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 381 shares 381 $45.1K 0.03% +201 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 217 shares; 2025Q4: 286 shares; 2026Q1: 376 shares 376 $44.9K 0.03% +90 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 827 shares; 2026Q1: 2,121 shares 2,121 $44.9K 0.03% +1,294 Timeline BGRN 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: 1,548 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $44.7K 0.03% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 2,086 shares; 2025Q1: 2,062 shares; 2025Q2: 257 shares; 2025Q3: 940 shares; 2025Q4: 1,242 shares; 2026Q1: 1,300 shares 1,300 $44.4K 0.03% +58 Timeline VCIT 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: 943 shares; 2024Q4: 932 shares; 2025Q1: 740 shares; 2025Q2: 654 shares; 2025Q3: 680 shares; 2025Q4: 711 shares; 2026Q1: 536 shares 536 $44.4K 0.03% -175 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 60 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 32 shares; 2025Q4: 55 shares; 2026Q1: 59 shares 59 $43.6K 0.03% +4 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 602 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 836 shares; 2025Q4: 1,080 shares; 2026Q1: 1,154 shares 1,154 $42.9K 0.03% +74 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 300 shares 300 $42.7K 0.03% +1 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: 360 shares; 2024Q4: 295 shares; 2025Q1: 293 shares; 2025Q2: 257 shares; 2025Q3: 180 shares; 2025Q4: 163 shares; 2026Q1: 148 shares 148 $42.5K 0.03% -15 Timeline INVESTMENT CO AMER CL F-2 S… INVESTMENT CO AMER CL F-2 SHS More: the full row for INVESTMENT CO AMER CL F-2 SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 600 shares; 2025Q1: 602 shares; 2025Q2: 679 shares; 2025Q3: 653 shares; 2025Q4: 712 shares; 2026Q1: 714 shares 714 $42.4K 0.03% +2 TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 1,569 shares; 2025Q4: 1,642 shares; 2026Q1: 1,675 shares 1,675 $41.7K 0.03% +33 Timeline BBHY 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: 3,514 shares; 2024Q4: 2,074 shares; 2025Q1: 2,141 shares; 2025Q2: 1,339 shares; 2025Q3: 1,449 shares; 2025Q4: 1,560 shares; 2026Q1: 909 shares 909 $41.7K 0.03% -651 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 1,840 shares; 2026Q1: 2,070 shares 2,070 $41.5K 0.03% +230 Timeline SPBO 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: 1,235 shares; 2024Q4: 1,465 shares; 2025Q1: 1,160 shares; 2025Q2: 974 shares; 2025Q3: 1,012 shares; 2025Q4: 989 shares; 2026Q1: 1,426 shares 1,426 $41.4K 0.03% +437 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: 9 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 63 shares; 2025Q3: 64 shares; 2025Q4: 73 shares; 2026Q1: 180 shares 180 $40.7K 0.03% +107 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 330 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 763 shares; 2025Q4: 1,325 shares; 2026Q1: 1,428 shares 1,428 $40.3K 0.03% +103 Timeline PARNASSUS MID CAP INSTITUTI… PARNASSUS MID CAP INSTITUTIONAL More: the full row for PARNASSUS MID CAP INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 955 shares; 2025Q3: 989 shares; 2025Q4: 1,079 shares; 2026Q1: 1,058 shares 1,058 $39.8K 0.02% -21 VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209 shares; 2025Q2: 267 shares; 2025Q3: 612 shares; 2025Q4: 833 shares; 2026Q1: 896 shares 896 $39.4K 0.02% +63 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 969 shares 969 $39.2K 0.02% +385 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL 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: 118 shares; 2026Q1: 226 shares 226 $39K 0.02% +108 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $38.9K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 505 shares; 2025Q4: 1,647 shares; 2026Q1: 1,412 shares 1,412 $38.8K 0.02% -235 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 210 shares; 2025Q2: 296 shares; 2025Q3: not reported; 2025Q4: 868 shares; 2026Q1: 943 shares 943 $38.7K 0.02% +75 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 35 shares; 2025Q3: 59 shares; 2025Q4: 104 shares; 2026Q1: 159 shares 159 $38.6K 0.02% +55 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $38.4K 0.02% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 301 shares; 2025Q3: 1,295 shares; 2025Q4: 1,728 shares; 2026Q1: 1,674 shares 1,674 $38.2K 0.02% -54 Timeline BWX 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: 1,546 shares; 2024Q4: 1,430 shares; 2025Q1: 1,390 shares; 2025Q2: 989 shares; 2025Q3: 1,000 shares; 2025Q4: 2,035 shares; 2026Q1: 1,725 shares 1,725 $37.9K 0.02% -310 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 1,815 shares 1,815 $37.6K 0.02% -60 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 5,497 shares; 2025Q3: 5,337 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $36.8K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 680 shares 680 $36.7K 0.02% -110 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: 283 shares; 2024Q4: 314 shares; 2025Q1: 319 shares; 2025Q2: 447 shares; 2025Q3: 607 shares; 2025Q4: 422 shares; 2026Q1: 240 shares 240 $36.7K 0.02% -182 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 315 shares; 2025Q1: 233 shares; 2025Q2: 398 shares; 2025Q3: 743 shares; 2025Q4: 817 shares; 2026Q1: 868 shares 868 $36.6K 0.02% +51 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 3,366 shares; 2025Q1: 3,825 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,250 shares; 2026Q1: 761 shares 761 $36.4K 0.02% -2,489 Timeline Franklin MA Tax-Free Income… Franklin MA Tax-Free Income A1 More: the full row for Franklin MA Tax-Free Income A1 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,622 shares; 2024Q4: 3,347 shares; 2025Q1: 3,371 shares; 2025Q2: 3,398 shares; 2025Q3: 3,425 shares; 2025Q4: 3,453 shares; 2026Q1: 3,480 shares 3,480 $36.2K 0.02% +27 LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 233 shares; 2025Q1: 237 shares; 2025Q2: 201 shares; 2025Q3: 329 shares; 2025Q4: 663 shares; 2026Q1: 396 shares 396 $36.1K 0.02% -267 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 217 shares; 2025Q3: 480 shares; 2025Q4: 537 shares; 2026Q1: 316 shares 316 $35.9K 0.02% -221 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: 35 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 123 shares; 2025Q3: 88 shares; 2025Q4: 168 shares; 2026Q1: 278 shares 278 $35.8K 0.02% +110 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368 shares; 2026Q1: 415 shares 415 $35.1K 0.02% +47 Timeline KB KB FINL GROUP INC More: the full row for KB FINL 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: 352 shares 352 $35.1K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 387 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $35K 0.02% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares 1,614 $34.6K 0.02% new Timeline Capital World Growth Income… Capital World Growth Income Fu More: the full row for Capital World Growth Income Fu Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 441 shares; 2025Q3: 442 shares; 2025Q4: 485 shares; 2026Q1: 486 shares 486 $34.2K 0.02% +1 IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 327 shares; 2026Q1: 680 shares 680 $34K 0.02% +353 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares 304 $33.9K 0.02% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 226 shares; 2025Q4: 389 shares; 2026Q1: 416 shares 416 $33.8K 0.02% +27 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,358 shares 1,358 $33.6K 0.02% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 300 shares; 2025Q1: 297 shares; 2025Q2: 226 shares; 2025Q3: 424 shares; 2025Q4: 368 shares; 2026Q1: 518 shares 518 $33.5K 0.02% +150 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 55 shares; 2026Q1: 230 shares 230 $33.4K 0.02% +175 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 82 shares; 2025Q3: 133 shares; 2025Q4: 150 shares; 2026Q1: 144 shares 144 $33.4K 0.02% -6 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: not reported; 2024Q4: 842 shares; 2025Q1: 838 shares; 2025Q2: 330 shares; 2025Q3: 430 shares; 2025Q4: 440 shares; 2026Q1: 550 shares 550 $33.4K 0.02% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 290 shares 290 $33.3K 0.02% +100 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 123 shares; 2026Q1: 133 shares 133 $33.3K 0.02% +10 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,015 shares; 2025Q1: 1,930 shares; 2025Q2: 2,185 shares; 2025Q3: 3,145 shares; 2025Q4: 635 shares; 2026Q1: 615 shares 615 $33.3K 0.02% -20 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 982 shares; 2025Q4: 1,318 shares; 2026Q1: 2,163 shares 2,163 $32.8K 0.02% +845 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: 656 shares; 2024Q4: 510 shares; 2025Q1: 524 shares; 2025Q2: 678 shares; 2025Q3: 1,124 shares; 2025Q4: 1,383 shares; 2026Q1: 312 shares 312 $32.8K 0.02% -1,071 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 760 shares; 2025Q1: 800 shares; 2025Q2: 875 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 770 shares 770 $32.7K 0.02% -45 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: 2,301 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,231 shares; 2025Q3: 2,161 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $32.5K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $32.4K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $32.3K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 85 shares; 2025Q4: 160 shares; 2026Q1: 245 shares 245 $32.1K 0.02% +85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 100 shares; 2026Q1: 110 shares 110 $32K 0.02% +10 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares 463 $31.5K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 482 shares; 2025Q4: 480 shares; 2026Q1: 545 shares 545 $31.4K 0.02% +65 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 982 shares 982 $31.2K 0.02% +949 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares 360 $30.4K 0.02% new Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 117 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 195 shares; 2025Q4: 238 shares; 2026Q1: 237 shares 237 $30.2K 0.02% -1 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 769 shares; 2025Q4: 991 shares; 2026Q1: 800 shares 800 $29.8K 0.02% -191 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,880 shares 1,880 $29.6K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $29.3K 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 70 shares; 2025Q4: 91 shares; 2026Q1: 98 shares 98 $28.4K 0.02% +7 Timeline PIMCO Low Duration ESG Inst… PIMCO Low Duration ESG Institutio… More: the full row for PIMCO Low Duration ESG Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 2,804 shares; 2025Q1: 2,829 shares; 2025Q2: 2,854 shares; 2025Q3: 3,034 shares; 2025Q4: 3,062 shares; 2026Q1: 3,089 shares 3,089 $28.4K 0.02% +27 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: 1,076 shares; 2024Q4: 1,027 shares; 2025Q1: 1,013 shares; 2025Q2: 341 shares; 2025Q3: 325 shares; 2025Q4: 1,016 shares; 2026Q1: 980 shares 980 $28.1K 0.02% -36 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62 shares; 2025Q1: 41 shares; 2025Q2: 82 shares; 2025Q3: 152 shares; 2025Q4: 345 shares; 2026Q1: 316 shares 316 $27.8K 0.02% -29 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: 235 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 164 shares; 2025Q3: 216 shares; 2025Q4: 50 shares; 2026Q1: 127 shares 127 $27.5K 0.02% +77 Timeline CCM Community Impact Bond I… CCM Community Impact Bond Institu… More: the full row for CCM Community Impact Bond Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 3,309 shares; 2025Q1: 3,338 shares; 2025Q2: 3,368 shares; 2025Q3: 2,797 shares; 2025Q4: 2,822 shares; 2026Q1: 2,847 shares 2,847 $27.3K 0.02% +25 IJS 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: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $26.5K 0.02% 0 Timeline Impax International Sust Ec… Impax International Sust Econ Ins… More: the full row for Impax International Sust Econ Instl Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 2,814 shares; 2025Q1: 2,765 shares; 2025Q2: 2,629 shares; 2025Q3: 2,151 shares; 2025Q4: 2,237 shares; 2026Q1: 2,191 shares 2,191 $26.5K 0.02% -46 JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: 493 shares 493 $26.5K 0.02% -5 Timeline Hartford Schroders Internat… Hartford Schroders International … More: the full row for Hartford Schroders International Stk I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 1,662 shares; 2025Q1: 1,629 shares; 2025Q2: 1,541 shares; 2025Q3: 1,218 shares; 2025Q4: 1,237 shares; 2026Q1: 1,220 shares 1,220 $25.5K 0.02% -17 PLXS PLEXUS CORP More: the full row for PLEXUS 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: 66 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122 shares 122 $24.7K 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $24.6K 0.02% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 156 shares; 2025Q3: 348 shares; 2025Q4: 451 shares; 2026Q1: 384 shares 384 $24.6K 0.02% -67 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 168 shares 168 $24.6K 0.02% +74 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 199 shares 199 $24.5K 0.02% +42 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 390 shares 390 $24.4K 0.02% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares 168 $24.4K 0.02% new Timeline RBC Emerging Markets Equity… RBC Emerging Markets Equity I More: the full row for RBC Emerging Markets Equity I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,379 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,890 shares; 2025Q3: 1,508 shares; 2025Q4: 1,503 shares; 2026Q1: 1,428 shares 1,428 $24.4K 0.02% -75 TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 169 shares; 2025Q1: 173 shares; 2025Q2: 175 shares; 2025Q3: 37 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $24.3K 0.02% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $24.2K 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 56 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 101 shares; 2025Q4: 130 shares; 2026Q1: 136 shares 136 $23.3K 0.01% +6 Timeline SPMB 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: 1,685 shares; 2024Q4: 1,557 shares; 2025Q1: 1,280 shares; 2025Q2: 1,056 shares; 2025Q3: 1,106 shares; 2025Q4: 1,085 shares; 2026Q1: 1,016 shares 1,016 $22.7K 0.01% -69 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 366 shares; 2025Q4: not reported; 2026Q1: 606 shares 606 $22.7K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 53 shares; 2026Q1: 71 shares 71 $22.7K 0.01% +18 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares 263 $22.7K 0.01% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 605 shares; 2026Q1: 647 shares 647 $22K 0.01% +42 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: 395 shares; 2024Q4: 270 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $22K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 164 shares 164 $21.6K 0.01% +54 Timeline AMERICAN BALANCED FUND CLAS… AMERICAN BALANCED FUND CLASS F2 More: the full row for AMERICAN BALANCED FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 504 shares; 2025Q1: 506 shares; 2025Q2: 543 shares; 2025Q3: 545 shares; 2025Q4: 584 shares; 2026Q1: 586 shares 586 $21.6K 0.01% +2 URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS 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: 227 shares; 2025Q4: 432 shares; 2026Q1: 340 shares 340 $21.5K 0.01% -92 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 586 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 1,065 shares; 2025Q4: 1,366 shares; 2026Q1: 1,436 shares 1,436 $21.5K 0.01% +70 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 413 shares 413 $21.5K 0.01% new Timeline AMERICAN CAPITAL INCOME BUI… AMERICAN CAPITAL INCOME BUILDER F… More: the full row for AMERICAN CAPITAL INCOME BUILDER FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 247 shares; 2025Q1: 249 shares; 2025Q2: 255 shares; 2025Q3: 257 shares; 2025Q4: 272 shares; 2026Q1: 274 shares 274 $21.3K 0.01% +2 INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 30 shares; 2025Q3: 51 shares; 2025Q4: 359 shares; 2026Q1: 49 shares 49 $21.2K 0.01% -310 Timeline AMERICAN WASHINGTON MUTUAL … AMERICAN WASHINGTON MUTUAL INVEST… More: the full row for AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 317 shares; 2025Q3: 318 shares; 2025Q4: 334 shares; 2026Q1: 336 shares 336 $21.1K 0.01% +2 SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 222 shares; 2025Q4: 295 shares; 2026Q1: 311 shares 311 $20.6K 0.01% +16 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 551 shares 551 $20.2K 0.01% -20 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119 shares 119 $20.1K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 112 shares; 2025Q1: 109 shares; 2025Q2: 581 shares; 2025Q3: 677 shares; 2025Q4: 744 shares; 2026Q1: 195 shares 195 $20K 0.01% -549 Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT 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: 150 shares; 2025Q4: 196 shares; 2026Q1: 208 shares 208 $19.9K 0.01% +12 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 128 shares; 2026Q1: 191 shares 191 $19.1K 0.01% +63 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 69 shares; 2025Q1: 80 shares; 2025Q2: 45 shares; 2025Q3: 100 shares; 2025Q4: 117 shares; 2026Q1: 68 shares 68 $19.1K 0.01% -49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141 shares; 2026Q1: 296 shares 296 $18.6K 0.01% +155 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $18.3K 0.01% new Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 172 shares; 2025Q4: 138 shares; 2026Q1: 127 shares 127 $18.2K 0.01% -11 Timeline AMERICAN SMALL-CAP WORLD FU… AMERICAN SMALL-CAP WORLD FUND CLA… More: the full row for AMERICAN SMALL-CAP WORLD FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $18.1K 0.01% 0 CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 17 shares; 2025Q3: 43 shares; 2025Q4: 36 shares; 2026Q1: 33 shares 33 $17.9K 0.01% -3 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 246 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 577 shares 577 $17.5K 0.01% -7 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares 383 $17.4K 0.01% new 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: 96 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $17.2K 0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 400 shares; 2026Q1: 302 shares 302 $17.1K 0.01% -98 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: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 40 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $16.9K 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: 190 shares; 2024Q4: 95 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 89 shares 89 $16.9K 0.01% -18 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 471 shares 471 $16.7K 0.01% +314 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 72 shares; 2025Q1: 115 shares; 2025Q2: 80 shares; 2025Q3: 150 shares; 2025Q4: 244 shares; 2026Q1: 124 shares 124 $16.7K 0.01% -120 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 511 shares 511 $16.1K 0.01% new 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: 166 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $15.9K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 307 shares; 2025Q3: 599 shares; 2025Q4: 783 shares; 2026Q1: 371 shares 371 $15.9K 0.01% -412 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: 805 shares; 2024Q4: 655 shares; 2025Q1: 625 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $15.9K 0.01% new Timeline MCFT MASTERCRAFT BOAT HLDGS INC More: the full row for MASTERCRAFT BOAT HLDGS 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: 766 shares 766 $15.7K 0.01% new Timeline Invesco Floating Rate ESG Y Invesco Floating Rate ESG Y More: the full row for Invesco Floating Rate ESG Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,686 shares; 2024Q4: 1,660 shares; 2025Q1: 1,698 shares; 2025Q2: 1,732 shares; 2025Q3: 2,387 shares; 2025Q4: 2,433 shares; 2026Q1: 2,482 shares 2,482 $15.7K 0.01% +49 HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $15.6K 0.01% 0 Timeline AMERICAN GROWTH FUND OF AME… AMERICAN GROWTH FUND OF AMERICA C… More: the full row for AMERICAN GROWTH FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $15.4K 0.01% 0 NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 191 shares; 2025Q3: 360 shares; 2025Q4: 425 shares; 2026Q1: 163 shares 163 $15.3K 0.01% -262 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 259 shares 259 $15.3K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 622 shares; 2025Q1: 516 shares; 2025Q2: 587 shares; 2025Q3: 804 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $15.3K 0.01% 0 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 316 shares; 2026Q1: 393 shares 393 $15.1K 0.01% +77 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $15K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 139 shares; 2025Q3: 196 shares; 2025Q4: 319 shares; 2026Q1: 75 shares 75 $14.9K 0.01% -244 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares 279 $14.8K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 60 shares; 2025Q3: 80 shares; 2025Q4: 59 shares; 2026Q1: 49 shares 49 $14.4K 0.01% -10 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 62 shares; 2026Q1: 68 shares 68 $14.4K 0.01% +6 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 492 shares 492 $14.3K 0.01% new 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 220 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $14.3K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 229 shares; 2025Q3: 10 shares; 2025Q4: 200 shares; 2026Q1: 118 shares 118 $14K 0.01% -82 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 100 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 152 shares; 2025Q4: 151 shares; 2026Q1: 277 shares 277 $13.8K 0.01% +126 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 72 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 44 shares 44 $13.8K 0.01% -8 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 596 shares; 2025Q1: 597 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $13.3K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 969 shares; 2025Q1: 945 shares; 2025Q2: 975 shares; 2025Q3: 121 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $13.2K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 54 shares; 2025Q3: 59 shares; 2025Q4: 65 shares; 2026Q1: 71 shares 71 $13.1K 0.01% +6 Timeline IGSB 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: 457 shares; 2024Q4: 229 shares; 2025Q1: 228 shares; 2025Q2: 371 shares; 2025Q3: 20 shares; 2025Q4: 253 shares; 2026Q1: 249 shares 249 $13.1K 0.01% -4 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 77 shares; 2025Q4: 110 shares; 2026Q1: 119 shares 119 $12.6K 0.01% +9 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,690 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $12.4K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares; 2026Q1: 111 shares 111 $12K 0.01% +22 Timeline SWVXX SCHWA PRIME ADV MONEY FD-INV More: the full row for SCHWA PRIME ADV MONEY FD-INV 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: 11,890 shares 11,890 $11.9K 0.01% new Timeline GVI 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: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $11.7K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 34 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 31 shares; 2025Q4: 22 shares; 2026Q1: 17 shares 17 $11.6K 0.01% -5 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 155 shares; 2026Q1: 160 shares 160 $11.5K 0.01% +5 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 67 shares; 2025Q4: 95 shares; 2026Q1: 103 shares 103 $11.5K 0.01% +8 Timeline JIRE 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: 320 shares; 2024Q4: 415 shares; 2025Q1: 394 shares; 2025Q2: 504 shares; 2025Q3: 421 shares; 2025Q4: 221 shares; 2026Q1: 150 shares 150 $11.4K 0.01% -71 Timeline Impax Small Cap Institution… Impax Small Cap Institutional More: the full row for Impax Small Cap Institutional Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 908 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 580 shares; 2025Q4: 615 shares; 2026Q1: 615 shares 615 $11.3K 0.01% 0 RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 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 $11.1K 0.01% 0 Timeline AMERICAN GLOBAL INSIGHT FUN… AMERICAN GLOBAL INSIGHT FUND CLAS… More: the full row for AMERICAN GLOBAL INSIGHT FUND CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $10.8K 0.01% 0 FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 116 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 211 shares; 2025Q4: 193 shares; 2026Q1: 185 shares 185 $10.8K 0.01% -8 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 145 shares 145 $10.8K 0.01% +90 Timeline Nuveen Large Cap Responsibl… Nuveen Large Cap Responsible Eq A More: the full row for Nuveen Large Cap Responsible Eq A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 469 shares; 2026Q1: 456 shares 456 $10.3K 0.01% -13 SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 130 shares 130 $10.2K 0.01% +20 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 177 shares 177 $10.1K 0.01% 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: not reported; 2024Q4: 19,417 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares 203 $10K 0.01% new Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares 461 $9.87K 0.01% 0 Timeline American Funds Multi-Sector… American Funds Multi-Sector Incom… More: the full row for American Funds Multi-Sector Income F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 896 shares; 2025Q1: 910 shares; 2025Q2: 990 shares; 2025Q3: 1,006 shares; 2025Q4: 1,022 shares; 2026Q1: 1,038 shares 1,038 $9.65K 0.01% +16 APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $9.55K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 30 shares 30 $9.42K 0.01% -7 Timeline AMERICAN BOND FUND OF AMERI… AMERICAN BOND FUND OF AMERICA CLA… More: the full row for AMERICAN BOND FUND OF AMERICA CLASS F2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 722 shares; 2025Q1: 730 shares; 2025Q2: 806 shares; 2025Q3: 814 shares; 2025Q4: 824 shares; 2026Q1: 832 shares 832 $9.41K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 80 shares 80 $9.05K 0.01% +50 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $9.04K 0.01% 0 Timeline AMERICAN FUNDS STRATEGIC BO… AMERICAN FUNDS STRATEGIC BOND FUN… More: the full row for AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 902 shares; 2025Q1: 910 shares; 2025Q2: 952 shares; 2025Q3: 961 shares; 2025Q4: 971 shares; 2026Q1: 981 shares 981 $9.01K 0.01% +10 RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 39 shares; 2025Q2: 25 shares; 2025Q3: 30 shares; 2025Q4: 28 shares; 2026Q1: 26 shares 26 $8.94K 0.01% -2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares 125 $8.92K 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA 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: 70 shares 70 $8.9K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,270 shares; 2025Q1: 2,135 shares; 2025Q2: 2,460 shares; 2025Q3: 2,827 shares; 2025Q4: 370 shares; 2026Q1: 460 shares 460 $8.84K 0.01% +90 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: 119 shares; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares 25 $8.58K 0.01% +10 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 172 shares; 2025Q4: 144 shares; 2026Q1: 103 shares 103 $8.42K 0.01% -41 Timeline IEF 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: 241 shares; 2024Q4: 119 shares; 2025Q1: 132 shares; 2025Q2: 131 shares; 2025Q3: 11 shares; 2025Q4: 117 shares; 2026Q1: 85 shares 85 $8.11K 0.01% -32 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: 69 shares; 2026Q1: 69 shares 69 $7.96K <0.01% 0 Timeline BURCA BURNHAM HOLDINGS INC CL-A More: the full row for BURNHAM HOLDINGS INC CL-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $7.8K <0.01% 0 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 168 shares; 2026Q1: 168 shares 168 $7.77K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 110 shares; 2026Q1: 105 shares 105 $7.62K <0.01% -5 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 268 shares 268 $7.46K <0.01% new 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: not reported; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $7.25K <0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 294 shares; 2025Q4: 260 shares; 2026Q1: 244 shares 244 $7.03K <0.01% -16 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: 63 shares; 2024Q4: 283 shares; 2025Q1: 179 shares; 2025Q2: 153 shares; 2025Q3: 159 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $6.86K <0.01% 0 Timeline