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: 2,413,265 shares; 2024Q4: 1,802,373 shares; 2025Q1: 933,142 shares; 2025Q2: 2,632,595 shares; 2025Q3: 2,678,469 shares; 2025Q4: 3,155,022 shares; 2026Q1: 3,274,660 shares 3,274,660 $296M 4.59% +119,638 Timeline GSLC 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: 1,626,272 shares; 2024Q4: 1,696,604 shares; 2025Q1: 1,790,457 shares; 2025Q2: 1,807,277 shares; 2025Q3: 1,847,403 shares; 2025Q4: 1,873,038 shares; 2026Q1: 1,988,702 shares 1,988,702 $249M 3.85% +115,664 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835,727 shares; 2024Q4: 2,002,917 shares; 2025Q1: 2,043,968 shares; 2025Q2: 2,903,847 shares; 2025Q3: 3,067,599 shares; 2025Q4: 3,804,642 shares; 2026Q1: 4,208,706 shares 4,208,706 $239M 3.69% +404,064 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,616 shares; 2024Q4: 449,044 shares; 2025Q1: 504,079 shares; 2025Q2: 672,373 shares; 2025Q3: 796,768 shares; 2025Q4: 837,401 shares; 2026Q1: 920,509 shares 920,509 $234M 3.61% +83,108 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355,110 shares; 2024Q4: 2,454,382 shares; 2025Q1: 1,717,047 shares; 2025Q2: 2,363,376 shares; 2025Q3: 2,470,239 shares; 2025Q4: 2,561,235 shares; 2026Q1: 2,802,917 shares 2,802,917 $208M 3.22% +241,682 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: 7,398,392 shares; 2024Q4: 7,410,178 shares; 2025Q1: 7,764,062 shares; 2025Q2: 7,716,661 shares; 2025Q3: 7,773,924 shares; 2025Q4: 7,746,423 shares; 2026Q1: 7,785,255 shares 7,785,255 $199M 3.09% +38,832 Timeline SCHI 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: 4,164,220 shares; 2024Q4: 8,158,176 shares; 2025Q1: 8,454,119 shares; 2025Q2: 8,366,590 shares; 2025Q3: 8,424,032 shares; 2025Q4: 8,429,126 shares; 2026Q1: 8,455,179 shares 8,455,179 $192M 2.97% +26,053 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,426 shares; 2024Q4: 812,668 shares; 2025Q1: 838,208 shares; 2025Q2: 861,595 shares; 2025Q3: 897,991 shares; 2025Q4: 918,400 shares; 2026Q1: 1,005,018 shares 1,005,018 $182M 2.82% +86,618 Timeline TBLL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,711,671 shares 1,711,671 $181M 2.79% new 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: 2,288,390 shares; 2024Q4: 2,281,875 shares; 2025Q1: 2,369,347 shares; 2025Q2: 2,346,252 shares; 2025Q3: 2,384,559 shares; 2025Q4: 2,376,713 shares; 2026Q1: 2,395,967 shares 2,395,967 $176M 2.73% +19,254 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: 610,395 shares; 2024Q4: 722,616 shares; 2025Q1: 790,070 shares; 2025Q2: 1,021,773 shares; 2025Q3: 1,042,476 shares; 2025Q4: 939,933 shares; 2026Q1: 1,001,715 shares 1,001,715 $175M 2.7% +61,782 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: 599,151 shares; 2024Q4: 612,484 shares; 2025Q1: 629,298 shares; 2025Q2: 621,162 shares; 2025Q3: 624,819 shares; 2025Q4: 1,250,548 shares; 2026Q1: 1,258,540 shares 1,258,540 $167M 2.59% +7,992 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,539 shares; 2024Q4: 89,935 shares; 2025Q1: 93,493 shares; 2025Q2: 108,535 shares; 2025Q3: 114,228 shares; 2025Q4: 399,345 shares; 2026Q1: 427,354 shares 427,354 $164M 2.53% +28,009 Timeline JPST 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: 38,097 shares; 2024Q4: 42,149 shares; 2025Q1: 120,846 shares; 2025Q2: 1,258,877 shares; 2025Q3: 1,352,377 shares; 2025Q4: 2,530,212 shares; 2026Q1: 2,742,910 shares 2,742,910 $139M 2.15% +212,698 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350,968 shares; 2024Q4: 2,385,775 shares; 2025Q1: 2,487,861 shares; 2025Q2: 2,571,806 shares; 2025Q3: 2,603,126 shares; 2025Q4: 2,605,154 shares; 2026Q1: 2,642,955 shares 2,642,955 $133M 2.06% +37,801 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,272 shares; 2024Q4: 427,132 shares; 2025Q1: 1,265,215 shares; 2025Q2: 1,271,770 shares; 2025Q3: 1,297,469 shares; 2025Q4: 1,304,901 shares; 2026Q1: 1,321,393 shares 1,321,393 $133M 2.06% +16,492 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: 437,726 shares; 2024Q4: 469,855 shares; 2025Q1: 503,238 shares; 2025Q2: 1,289,327 shares; 2025Q3: 1,352,243 shares; 2025Q4: 1,409,592 shares; 2026Q1: 1,537,645 shares 1,537,645 $132M 2.04% +128,053 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,407 shares; 2024Q4: 166,784 shares; 2025Q1: 180,190 shares; 2025Q2: 190,521 shares; 2025Q3: 198,835 shares; 2025Q4: 207,243 shares; 2026Q1: 223,759 shares 223,759 $129M 2% +16,516 Timeline IYG 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: 1,506,690 shares; 2024Q4: 1,556,433 shares; 2025Q1: 1,626,775 shares; 2025Q2: 1,418,402 shares; 2025Q3: 1,438,932 shares; 2025Q4: 1,449,021 shares; 2026Q1: 1,478,087 shares 1,478,087 $122M 1.89% +29,066 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: 233,032 shares; 2024Q4: 258,172 shares; 2025Q1: 288,186 shares; 2025Q2: 475,706 shares; 2025Q3: 501,797 shares; 2025Q4: 453,170 shares; 2026Q1: 422,670 shares 422,670 $121M 1.88% -30,500 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: 638,876 shares; 2024Q4: 654,086 shares; 2025Q1: 513,020 shares; 2025Q2: 207,214 shares; 2025Q3: 209,419 shares; 2025Q4: 210,451 shares; 2026Q1: 180,196 shares 180,196 $118M 1.82% -30,255 Timeline JEPQ 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: 2,332,634 shares; 2024Q4: 2,472,046 shares; 2025Q1: 2,530,980 shares; 2025Q2: 2,575,311 shares; 2025Q3: 2,630,714 shares; 2025Q4: 1,961,662 shares; 2026Q1: 2,042,061 shares 2,042,061 $113M 1.75% +80,399 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: 166,499 shares; 2024Q4: 180,685 shares; 2025Q1: 198,722 shares; 2025Q2: 258,042 shares; 2025Q3: 282,470 shares; 2025Q4: 294,973 shares; 2026Q1: 298,785 shares 298,785 $111M 1.71% +3,812 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: 28,877 shares; 2024Q4: 28,506 shares; 2025Q1: 10,471 shares; 2025Q2: 10,495 shares; 2025Q3: 10,295 shares; 2025Q4: 10,214 shares; 2026Q1: 1,110,125 shares 1,110,125 $106M 1.64% +1,099,911 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: 172,264 shares; 2024Q4: 186,825 shares; 2025Q1: 205,120 shares; 2025Q2: 445,873 shares; 2025Q3: 478,298 shares; 2025Q4: 445,322 shares; 2026Q1: 482,839 shares 482,839 $101M 1.56% +37,517 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: 1,194,343 shares; 2024Q4: 1,219,301 shares; 2025Q1: 1,245,532 shares; 2025Q2: 1,228,082 shares; 2025Q3: 1,235,494 shares; 2025Q4: 1,235,781 shares; 2026Q1: 1,246,265 shares 1,246,265 $95.4M 1.48% +10,484 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: 546,896 shares; 2024Q4: 577,301 shares; 2025Q1: 612,482 shares; 2025Q2: 634,509 shares; 2025Q3: 677,581 shares; 2025Q4: 710,816 shares; 2026Q1: 671,039 shares 671,039 $83.4M 1.29% -39,777 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,764 shares; 2024Q4: 753,850 shares; 2025Q1: 824,590 shares; 2025Q2: 1,380,457 shares; 2025Q3: 1,444,152 shares; 2025Q4: 1,494,057 shares; 2026Q1: 1,625,956 shares 1,625,956 $82.6M 1.28% +131,899 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: 439,640 shares; 2024Q4: 261,851 shares; 2025Q1: 391,450 shares; 2025Q2: 402,818 shares; 2025Q3: 438,366 shares; 2025Q4: 1,368,310 shares; 2026Q1: 1,556,115 shares 1,556,115 $81.8M 1.27% +187,805 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: 461,547 shares; 2024Q4: 501,283 shares; 2025Q1: 545,964 shares; 2025Q2: 620,847 shares; 2025Q3: 646,437 shares; 2025Q4: 1,017,606 shares; 2026Q1: 1,123,183 shares 1,123,183 $78.3M 1.21% +105,577 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: 501,525 shares; 2024Q4: 505,971 shares; 2025Q1: 522,942 shares; 2025Q2: 509,627 shares; 2025Q3: 514,790 shares; 2025Q4: 517,598 shares; 2026Q1: 521,112 shares 521,112 $76.4M 1.18% +3,514 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,661 shares; 2024Q4: 700,790 shares; 2025Q1: 772,553 shares; 2025Q2: 792,256 shares; 2025Q3: 824,023 shares; 2025Q4: 823,156 shares; 2026Q1: 935,113 shares 935,113 $73.6M 1.14% +111,957 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: 415,593 shares; 2024Q4: 425,756 shares; 2025Q1: 441,296 shares; 2025Q2: 435,700 shares; 2025Q3: 438,399 shares; 2025Q4: 438,567 shares; 2026Q1: 442,213 shares 442,213 $71.5M 1.11% +3,646 Timeline VCSH 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: 818,990 shares; 2024Q4: 829,730 shares; 2025Q1: 858,352 shares; 2025Q2: 854,927 shares; 2025Q3: 864,561 shares; 2025Q4: 870,638 shares; 2026Q1: 882,235 shares 882,235 $69.9M 1.08% +11,597 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,042 shares; 2024Q4: 509,332 shares; 2025Q1: 1,017,616 shares; 2025Q2: 1,017,471 shares; 2025Q3: 1,036,991 shares; 2025Q4: 1,044,923 shares; 2026Q1: 1,060,677 shares 1,060,677 $63.2M 0.98% +15,754 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: 498,707 shares; 2024Q4: 513,971 shares; 2025Q1: 529,097 shares; 2025Q2: 526,568 shares; 2025Q3: 531,151 shares; 2025Q4: 535,606 shares; 2026Q1: 544,132 shares 544,132 $60.3M 0.93% +8,526 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: 143,914 shares; 2024Q4: 153,511 shares; 2025Q1: 165,183 shares; 2025Q2: 223,537 shares; 2025Q3: 236,539 shares; 2025Q4: 264,469 shares; 2026Q1: 190,896 shares 190,896 $56.2M 0.87% -73,573 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: 1,440,301 shares; 2024Q4: 1,442,470 shares; 2025Q1: 1,494,159 shares; 2025Q2: 645,305 shares; 2025Q3: 653,979 shares; 2025Q4: 655,062 shares; 2026Q1: 660,632 shares 660,632 $54.7M 0.85% +5,570 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,162 shares; 2024Q4: 238,171 shares; 2025Q1: 242,542 shares; 2025Q2: 241,005 shares; 2025Q3: 242,480 shares; 2025Q4: 482,123 shares; 2026Q1: 485,837 shares 485,837 $52.9M 0.82% +3,714 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,777 shares; 2024Q4: 663,192 shares; 2025Q1: 723,699 shares; 2025Q2: 703,978 shares; 2025Q3: 725,075 shares; 2025Q4: 756,653 shares; 2026Q1: 822,680 shares 822,680 $51.9M 0.8% +66,027 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,820,666 shares; 2025Q3: 1,838,385 shares; 2025Q4: 1,850,133 shares; 2026Q1: 1,871,364 shares 1,871,364 $49M 0.76% +21,231 Timeline EUFN 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: 489,233 shares; 2024Q4: 526,298 shares; 2025Q1: 1,828,039 shares; 2025Q2: 2,360,087 shares; 2025Q3: 2,424,915 shares; 2025Q4: 1,198,311 shares; 2026Q1: 1,285,082 shares 1,285,082 $44.8M 0.69% +86,771 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: 1,571,666 shares; 2024Q4: 1,713,713 shares; 2025Q1: 1,877,759 shares; 2025Q2: 722,370 shares; 2025Q3: 755,235 shares; 2025Q4: 801,697 shares; 2026Q1: 856,466 shares 856,466 $42.5M 0.66% +54,769 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: 509,537 shares; 2024Q4: 550,344 shares; 2025Q1: 603,226 shares; 2025Q2: 381,257 shares; 2025Q3: 398,585 shares; 2025Q4: 414,610 shares; 2026Q1: 449,734 shares 449,734 $42.3M 0.65% +35,124 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 755,866 shares; 2024Q4: 780,809 shares; 2025Q1: 652,989 shares; 2025Q2: 323,950 shares; 2025Q3: 326,534 shares; 2025Q4: 653,940 shares; 2026Q1: 660,579 shares 660,579 $40.5M 0.63% +6,639 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,243 shares; 2024Q4: 243,796 shares; 2025Q1: 261,987 shares; 2025Q2: 360,645 shares; 2025Q3: 370,611 shares; 2025Q4: 380,553 shares; 2026Q1: 297,797 shares 297,797 $40.3M 0.62% -82,756 Timeline MOTI 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: 1,350,546 shares; 2024Q4: 753,502 shares; 2025Q1: 857,841 shares; 2025Q2: 898,984 shares; 2025Q3: 935,121 shares; 2025Q4: 975,633 shares; 2026Q1: 1,044,587 shares 1,044,587 $35.7M 0.55% +68,954 Timeline ZROZ 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: 30,470 shares; 2024Q4: 252,508 shares; 2025Q1: 249,294 shares; 2025Q2: 433,899 shares; 2025Q3: 471,938 shares; 2025Q4: 508,669 shares; 2026Q1: 556,338 shares 556,338 $35.6M 0.55% +47,669 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: 14,374 shares; 2024Q4: 19,503 shares; 2025Q1: 34,286 shares; 2025Q2: 35,542 shares; 2025Q3: 45,890 shares; 2025Q4: 47,437 shares; 2026Q1: 72,541 shares 72,541 $34.8M 0.54% +25,104 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: 7,500 shares; 2025Q2: 155,000 shares; 2025Q3: 158,660 shares; 2025Q4: 174,065 shares; 2026Q1: 223,871 shares 223,871 $32.7M 0.51% +49,806 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: 2,587 shares; 2024Q4: 5,156 shares; 2025Q1: 9,391 shares; 2025Q2: 17,373 shares; 2025Q3: 23,630 shares; 2025Q4: 29,105 shares; 2026Q1: 30,939 shares 30,939 $28.5M 0.44% +1,834 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: 6,941 shares; 2025Q3: 23,659 shares; 2025Q4: 245,564 shares; 2026Q1: 278,311 shares 278,311 $27.4M 0.42% +32,747 Timeline FLJP 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: 527,174 shares; 2024Q4: 555,267 shares; 2025Q1: 614,527 shares; 2025Q2: 632,962 shares; 2025Q3: 659,659 shares; 2025Q4: 676,720 shares; 2026Q1: 747,452 shares 747,452 $27M 0.42% +70,732 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: 129,515 shares; 2024Q4: 141,863 shares; 2025Q1: 158,069 shares; 2025Q2: 158,316 shares; 2025Q3: 165,059 shares; 2025Q4: 156,332 shares; 2026Q1: 186,434 shares 186,434 $27M 0.42% +30,102 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847,419 shares; 2024Q4: 914,536 shares; 2025Q1: 1,014,722 shares; 2025Q2: 1,128,016 shares; 2025Q3: 1,189,599 shares; 2025Q4: 1,284,447 shares; 2026Q1: 1,378,357 shares 1,378,357 $25.7M 0.4% +93,910 Timeline IHI 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: 317,949 shares; 2024Q4: 342,017 shares; 2025Q1: 373,968 shares; 2025Q2: 387,632 shares; 2025Q3: 402,832 shares; 2025Q4: 418,622 shares; 2026Q1: 437,370 shares 437,370 $23.3M 0.36% +18,748 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,221 shares; 2024Q4: 227,165 shares; 2025Q1: 233,382 shares; 2025Q2: 230,409 shares; 2025Q3: 231,559 shares; 2025Q4: 462,498 shares; 2026Q1: 466,022 shares 466,022 $23.3M 0.36% +3,524 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: 105,046 shares; 2024Q4: 122,309 shares; 2025Q1: 130,498 shares; 2025Q2: 150,109 shares; 2025Q3: 158,269 shares; 2025Q4: 253,679 shares; 2026Q1: 293,014 shares 293,014 $22.3M 0.34% +39,335 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: 27,028 shares; 2024Q4: 32,371 shares; 2025Q1: 35,636 shares; 2025Q2: 38,495 shares; 2025Q3: 41,745 shares; 2025Q4: 61,813 shares; 2026Q1: 66,183 shares 66,183 $20M 0.31% +4,370 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: 28,981 shares; 2024Q4: 36,298 shares; 2025Q1: 46,978 shares; 2025Q2: 50,308 shares; 2025Q3: 62,134 shares; 2025Q4: 67,270 shares; 2026Q1: 133,042 shares 133,042 $19.2M 0.3% +65,772 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: 126,636 shares; 2024Q4: 148,289 shares; 2025Q1: 191,501 shares; 2025Q2: 54,417 shares; 2025Q3: 63,895 shares; 2025Q4: 78,215 shares; 2026Q1: 109,855 shares 109,855 $18.6M 0.29% +31,640 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,548 shares; 2024Q4: 215,656 shares; 2025Q1: 223,435 shares; 2025Q2: 218,319 shares; 2025Q3: 221,007 shares; 2025Q4: 220,801 shares; 2026Q1: 223,274 shares 223,274 $18.3M 0.28% +2,473 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: 11,489 shares; 2025Q1: 12,081 shares; 2025Q2: 56,553 shares; 2025Q3: 60,108 shares; 2025Q4: 49,952 shares; 2026Q1: 47,369 shares 47,369 $17.6M 0.27% -2,583 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: 3,337 shares; 2024Q4: 5,214 shares; 2025Q1: 7,958 shares; 2025Q2: 16,524 shares; 2025Q3: 26,273 shares; 2025Q4: 36,120 shares; 2026Q1: 51,625 shares 51,625 $16M 0.25% +15,505 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532,417 shares; 2024Q4: 563,174 shares; 2025Q1: 259,309 shares; 2025Q2: 251,814 shares; 2025Q3: 246,292 shares; 2025Q4: 246,122 shares; 2026Q1: 243,331 shares 243,331 $15.2M 0.24% -2,791 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 22,459 shares; 2025Q1: 43,182 shares; 2025Q2: 64,738 shares; 2025Q3: 90,938 shares; 2025Q4: 158,992 shares; 2026Q1: 244,554 shares 244,554 $13.9M 0.22% +85,562 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,749 shares; 2024Q4: 208,186 shares; 2025Q1: 201,286 shares; 2025Q2: 276,872 shares; 2025Q3: 284,853 shares; 2025Q4: 308,635 shares; 2026Q1: 368,959 shares 368,959 $12M 0.18% +60,324 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: 7,810 shares; 2024Q4: 8,900 shares; 2025Q1: 18,567 shares; 2025Q2: 23,827 shares; 2025Q3: 27,675 shares; 2025Q4: 31,661 shares; 2026Q1: 40,990 shares 40,990 $11.8M 0.18% +9,329 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: 21,411 shares; 2024Q4: 27,353 shares; 2025Q1: 30,384 shares; 2025Q2: 34,337 shares; 2025Q3: 115,720 shares; 2025Q4: 165,484 shares; 2026Q1: 231,378 shares 231,378 $11.3M 0.17% +65,894 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: 5,739 shares; 2024Q4: 6,280 shares; 2025Q1: 10,566 shares; 2025Q2: 14,921 shares; 2025Q3: 19,199 shares; 2025Q4: 22,441 shares; 2026Q1: 44,856 shares 44,856 $11M 0.17% +22,415 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: 116,494 shares; 2024Q4: 109,496 shares; 2025Q1: 102,340 shares; 2025Q2: 107,490 shares; 2025Q3: 111,154 shares; 2025Q4: 121,907 shares; 2026Q1: 128,188 shares 128,188 $10.2M 0.16% +6,281 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,953 shares; 2025Q3: 28,253 shares; 2025Q4: 30,473 shares; 2026Q1: 41,342 shares 41,342 $10.1M 0.16% +10,869 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,116 shares; 2024Q4: 245,032 shares; 2025Q1: 112,886 shares; 2025Q2: 124,939 shares; 2025Q3: 123,559 shares; 2025Q4: 123,451 shares; 2026Q1: 121,774 shares 121,774 $10M 0.15% -1,677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362,365 shares; 2025Q3: 410,122 shares; 2025Q4: 351,851 shares; 2026Q1: 381,856 shares 381,856 $9.54M 0.15% +30,005 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: 3,758 shares; 2025Q1: 5,987 shares; 2025Q2: 8,438 shares; 2025Q3: 12,212 shares; 2025Q4: 14,008 shares; 2026Q1: 28,402 shares 28,402 $9.34M 0.14% +14,394 Timeline QQQM 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: 22,247 shares; 2024Q4: 23,029 shares; 2025Q1: 23,042 shares; 2025Q2: 37,723 shares; 2025Q3: 38,859 shares; 2025Q4: 38,461 shares; 2026Q1: 38,857 shares 38,857 $9.23M 0.14% +396 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: not reported; 2024Q4: not reported; 2025Q1: 25,609 shares; 2025Q2: 27,429 shares; 2025Q3: 32,155 shares; 2025Q4: 33,668 shares; 2026Q1: 53,230 shares 53,230 $8.8M 0.14% +19,562 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: 3,144 shares; 2024Q4: 3,481 shares; 2025Q1: 9,914 shares; 2025Q2: 9,424 shares; 2025Q3: 21,572 shares; 2025Q4: 30,577 shares; 2026Q1: 38,217 shares 38,217 $8.31M 0.13% +7,640 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: 10,065 shares; 2024Q4: 445,322 shares; 2025Q1: 563,444 shares; 2025Q2: 85,270 shares; 2025Q3: 100,780 shares; 2025Q4: 101,266 shares; 2026Q1: 121,700 shares 121,700 $8.22M 0.13% +20,434 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 2,001 shares; 2025Q1: 2,194 shares; 2025Q2: 2,088 shares; 2025Q3: 5,705 shares; 2025Q4: 5,497 shares; 2026Q1: 38,624 shares 38,624 $8.04M 0.12% +33,127 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 2,929 shares; 2025Q1: 4,324 shares; 2025Q2: 4,850 shares; 2025Q3: 7,363 shares; 2025Q4: 8,915 shares; 2026Q1: 11,214 shares 11,214 $7.94M 0.12% +2,299 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: 3,355 shares; 2024Q4: 3,702 shares; 2025Q1: 11,564 shares; 2025Q2: 11,840 shares; 2025Q3: 17,579 shares; 2025Q4: 19,359 shares; 2026Q1: 24,721 shares 24,721 $7.68M 0.12% +5,362 Timeline JMUB 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: 87,190 shares; 2024Q4: 92,666 shares; 2025Q1: 97,542 shares; 2025Q2: 97,953 shares; 2025Q3: 109,912 shares; 2025Q4: 130,131 shares; 2026Q1: 146,996 shares 146,996 $7.35M 0.11% +16,865 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,290 shares; 2026Q1: 16,925 shares 16,925 $7.05M 0.11% +15,635 Timeline VCLT 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: 219,635 shares; 2024Q4: 228,265 shares; 2025Q1: 127,167 shares; 2025Q2: 64,839 shares; 2025Q3: 73,973 shares; 2025Q4: 83,489 shares; 2026Q1: 91,045 shares 91,045 $6.8M 0.11% +7,556 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: 240,099 shares; 2024Q4: 278,320 shares; 2025Q1: 299,899 shares; 2025Q2: 1,216,930 shares; 2025Q3: 1,300,896 shares; 2025Q4: 140,676 shares; 2026Q1: 159,167 shares 159,167 $6.73M 0.1% +18,491 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: 12,164 shares; 2024Q4: 13,089 shares; 2025Q1: 16,901 shares; 2025Q2: 20,105 shares; 2025Q3: 23,137 shares; 2025Q4: 24,205 shares; 2026Q1: 53,994 shares 53,994 $6.49M 0.1% +29,789 Timeline MGC 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: not reported; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 476,135 shares; 2025Q3: 482,122 shares; 2025Q4: 485,141 shares; 2026Q1: 27,156 shares 27,156 $6.42M 0.1% -457,985 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: 65,844 shares; 2024Q4: 88,823 shares; 2025Q1: 100,617 shares; 2025Q2: 10,483 shares; 2025Q3: 15,259 shares; 2025Q4: 28,511 shares; 2026Q1: 30,979 shares 30,979 $6.41M 0.1% +2,468 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: 933 shares; 2024Q4: 1,497 shares; 2025Q1: 2,367 shares; 2025Q2: 2,454 shares; 2025Q3: 5,226 shares; 2025Q4: 6,716 shares; 2026Q1: 10,976 shares 10,976 $6.28M 0.1% +4,260 Timeline JPMB 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: 934,596 shares; 2024Q4: 1,033,698 shares; 2025Q1: 1,094,983 shares; 2025Q2: 88,078 shares; 2025Q3: 111,842 shares; 2025Q4: 128,484 shares; 2026Q1: 140,189 shares 140,189 $5.5M 0.09% +11,705 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: 8,844 shares; 2024Q4: 8,795 shares; 2025Q1: 8,966 shares; 2025Q2: 8,394 shares; 2025Q3: 13,496 shares; 2025Q4: 8,719 shares; 2026Q1: 16,156 shares 16,156 $5.31M 0.08% +7,437 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,648 shares; 2024Q4: 63,603 shares; 2025Q1: 71,200 shares; 2025Q2: 81,341 shares; 2025Q3: 98,899 shares; 2025Q4: 119,642 shares; 2026Q1: 136,437 shares 136,437 $5.29M 0.08% +16,795 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,000 shares 49,000 $5.04M 0.08% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 59,062 shares; 2025Q2: 59,062 shares; 2025Q3: 59,062 shares; 2025Q4: 59,062 shares; 2026Q1: 93,262 shares 93,262 $4.96M 0.08% +34,200 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: not reported; 2024Q4: not reported; 2025Q1: 9,552 shares; 2025Q2: 9,559 shares; 2025Q3: 10,660 shares; 2025Q4: 10,675 shares; 2026Q1: 10,697 shares 10,697 $4.93M 0.08% +22 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: 5,373 shares; 2024Q4: 6,659 shares; 2025Q1: 9,320 shares; 2025Q2: 17,433 shares; 2025Q3: 30,739 shares; 2025Q4: 57,149 shares; 2026Q1: 63,341 shares 63,341 $4.91M 0.08% +6,192 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: 3,299 shares; 2024Q4: 3,450 shares; 2025Q1: 6,630 shares; 2025Q2: 8,902 shares; 2025Q3: 10,622 shares; 2025Q4: 13,200 shares; 2026Q1: 20,275 shares 20,275 $4.91M 0.08% +7,075 Timeline MLI MUELLER INDS INC More: the full row for MUELLER 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: 43,000 shares 43,000 $4.76M 0.07% new 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: 3,088 shares; 2024Q4: 3,708 shares; 2025Q1: 7,843 shares; 2025Q2: 11,888 shares; 2025Q3: 14,742 shares; 2025Q4: 18,135 shares; 2026Q1: 23,683 shares 23,683 $4.57M 0.07% +5,548 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 646 shares; 2025Q4: 2,191 shares; 2026Q1: 5,156 shares 5,156 $4.5M 0.07% +2,965 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,252 shares; 2024Q4: 56,122 shares; 2025Q1: 63,950 shares; 2025Q2: 82,567 shares; 2025Q3: 101,585 shares; 2025Q4: 109,721 shares; 2026Q1: 131,219 shares 131,219 $4.4M 0.07% +21,498 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: not reported; 2024Q4: 2,771 shares; 2025Q1: 2,823 shares; 2025Q2: 3,023 shares; 2025Q3: 4,258 shares; 2025Q4: 5,055 shares; 2026Q1: 8,650 shares 8,650 $4.32M 0.07% +3,595 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: 1,911 shares; 2024Q4: 2,871 shares; 2025Q1: 3,947 shares; 2025Q2: 9,974 shares; 2025Q3: 11,251 shares; 2025Q4: 22,679 shares; 2026Q1: 29,084 shares 29,084 $4.28M 0.07% +6,405 Timeline ANGL 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: 670,653 shares; 2024Q4: 730,415 shares; 2025Q1: 748,228 shares; 2025Q2: 104,857 shares; 2025Q3: 119,678 shares; 2025Q4: 132,582 shares; 2026Q1: 142,121 shares 142,121 $4.08M 0.06% +9,539 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 11,304 shares 11,304 $4.03M 0.06% +10,356 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,084 shares; 2024Q4: 133,108 shares; 2025Q1: 127,817 shares; 2025Q2: 131,972 shares; 2025Q3: 131,614 shares; 2025Q4: 70,724 shares; 2026Q1: 98,989 shares 98,989 $3.87M 0.06% +28,265 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: not reported; 2024Q4: not reported; 2025Q1: 29,138 shares; 2025Q2: 31,965 shares; 2025Q3: 27,105 shares; 2025Q4: 28,055 shares; 2026Q1: 29,479 shares 29,479 $3.86M 0.06% +1,424 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: 750 shares; 2024Q4: 832 shares; 2025Q1: 963 shares; 2025Q2: 1,789 shares; 2025Q3: 2,141 shares; 2025Q4: 2,515 shares; 2026Q1: 3,700 shares 3,700 $3.69M 0.06% +1,185 Timeline RFCI ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,767 shares; 2024Q4: 394,541 shares; 2025Q1: 177,447 shares; 2025Q2: 169,227 shares; 2025Q3: 167,253 shares; 2025Q4: 166,813 shares; 2026Q1: 163,430 shares 163,430 $3.66M 0.06% -3,383 Timeline EDV 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: 890,993 shares; 2024Q4: 736,844 shares; 2025Q1: 43,155 shares; 2025Q2: 58,587 shares; 2025Q3: 54,434 shares; 2025Q4: 55,817 shares; 2026Q1: 56,177 shares 56,177 $3.65M 0.06% +360 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: 61,975 shares; 2024Q4: 58,033 shares; 2025Q1: 58,937 shares; 2025Q2: 56,146 shares; 2025Q3: 55,385 shares; 2025Q4: 47,203 shares; 2026Q1: 56,618 shares 56,618 $3.63M 0.06% +9,415 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,643 shares; 2025Q3: 4,867 shares; 2025Q4: 5,134 shares; 2026Q1: 15,304 shares 15,304 $3.62M 0.06% +10,170 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: 2,750 shares; 2024Q4: 4,444 shares; 2025Q1: 5,210 shares; 2025Q2: 6,180 shares; 2025Q3: 8,326 shares; 2025Q4: 8,277 shares; 2026Q1: 8,381 shares 8,381 $3.57M 0.06% +104 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: 11,789 shares; 2024Q4: 11,974 shares; 2025Q1: 15,768 shares; 2025Q2: 15,901 shares; 2025Q3: 29,821 shares; 2025Q4: 25,764 shares; 2026Q1: 34,433 shares 34,433 $3.54M 0.05% +8,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares; 2025Q4: 8,214 shares; 2026Q1: 36,052 shares 36,052 $3.48M 0.05% +27,838 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: not reported; 2024Q4: not reported; 2025Q1: 2,021 shares; 2025Q2: 2,017 shares; 2025Q3: 2,525 shares; 2025Q4: 9,267 shares; 2026Q1: 12,077 shares 12,077 $3.43M 0.05% +2,810 Timeline HYGW 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: 12,085 shares; 2025Q1: 14,031 shares; 2025Q2: 34,874 shares; 2025Q3: 35,556 shares; 2025Q4: 69,757 shares; 2026Q1: 114,845 shares 114,845 $3.39M 0.05% +45,088 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 6,933 shares; 2025Q1: 40,459 shares; 2025Q2: 37,600 shares; 2025Q3: 37,234 shares; 2025Q4: 35,587 shares; 2026Q1: 34,663 shares 34,663 $3.37M 0.05% -924 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: not reported; 2024Q4: 960 shares; 2025Q1: 1,461 shares; 2025Q2: 5,738 shares; 2025Q3: 7,251 shares; 2025Q4: 13,706 shares; 2026Q1: 14,777 shares 14,777 $3.34M 0.05% +1,071 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: not reported; 2024Q4: not reported; 2025Q1: 5,880 shares; 2025Q2: 6,057 shares; 2025Q3: 9,278 shares; 2025Q4: 17,755 shares; 2026Q1: 34,232 shares 34,232 $3.18M 0.05% +16,477 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $3.14M 0.05% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 267 shares; 2025Q2: 788 shares; 2025Q3: 1,518 shares; 2025Q4: 15,850 shares; 2026Q1: 31,810 shares 31,810 $3.06M 0.05% +15,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 2,941 shares; 2025Q4: 4,174 shares; 2026Q1: 10,553 shares 10,553 $3.03M 0.05% +6,379 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,605 shares; 2024Q4: 79,980 shares; 2025Q1: 38,714 shares; 2025Q2: 37,499 shares; 2025Q3: 37,005 shares; 2025Q4: 36,935 shares; 2026Q1: 36,407 shares 36,407 $2.99M 0.05% -528 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: not reported; 2024Q4: 4,129 shares; 2025Q1: 17,646 shares; 2025Q2: 19,494 shares; 2025Q3: 27,762 shares; 2025Q4: 28,492 shares; 2026Q1: 39,509 shares 39,509 $2.61M 0.04% +11,017 Timeline GPIQ 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: 27,670 shares; 2024Q4: 23,485 shares; 2025Q1: 55,181 shares; 2025Q2: 57,192 shares; 2025Q3: 58,342 shares; 2025Q4: 51,445 shares; 2026Q1: 51,349 shares 51,349 $2.54M 0.04% -96 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,718 shares; 2024Q4: 197,407 shares; 2025Q1: 85,922 shares; 2025Q2: 112,833 shares; 2025Q3: 107,971 shares; 2025Q4: 107,890 shares; 2026Q1: 107,273 shares 107,273 $2.45M 0.04% -617 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: 6,703 shares; 2024Q4: 7,708 shares; 2025Q1: 7,630 shares; 2025Q2: 9,494 shares; 2025Q3: 9,374 shares; 2025Q4: 9,236 shares; 2026Q1: 12,411 shares 12,411 $2.44M 0.04% +3,175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,479 shares; 2025Q3: 56,834 shares; 2025Q4: 57,434 shares; 2026Q1: 58,230 shares 58,230 $2.39M 0.04% +796 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 18,481 shares; 2025Q1: 18,546 shares; 2025Q2: 20,646 shares; 2025Q3: 20,646 shares; 2025Q4: 20,688 shares; 2026Q1: 21,122 shares 21,122 $2.39M 0.04% +434 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: 379 shares; 2024Q4: 484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,571 shares; 2025Q3: 4,770 shares; 2025Q4: 4,693 shares; 2026Q1: 4,831 shares 4,831 $2.37M 0.04% +138 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: 5,849 shares; 2024Q4: 6,851 shares; 2025Q1: 7,514 shares; 2025Q2: 13,160 shares; 2025Q3: 17,465 shares; 2025Q4: 18,035 shares; 2026Q1: 23,788 shares 23,788 $2.29M 0.04% +5,753 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,304 shares; 2026Q1: 6,778 shares 6,778 $2.29M 0.04% +4,474 Timeline ACWX 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: 10,241 shares; 2024Q4: 9,824 shares; 2025Q1: 34,124 shares; 2025Q2: 34,706 shares; 2025Q3: 35,993 shares; 2025Q4: 33,819 shares; 2026Q1: 33,172 shares 33,172 $2.27M 0.04% -647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,437 shares; 2025Q3: 2,476 shares; 2025Q4: 2,730 shares; 2026Q1: 6,417 shares 6,417 $2.26M 0.03% +3,687 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: 8,687 shares; 2025Q1: 8,882 shares; 2025Q2: 9,796 shares; 2025Q3: 13,725 shares; 2025Q4: 14,031 shares; 2026Q1: 15,362 shares 15,362 $2.23M 0.03% +1,331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 3,839 shares; 2026Q1: 10,764 shares 10,764 $2.19M 0.03% +6,925 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,415 shares 18,415 $2.18M 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,900 shares; 2025Q4: 14,718 shares; 2026Q1: 15,975 shares 15,975 $2.17M 0.03% +1,257 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,400 shares; 2025Q4: 7,712 shares; 2026Q1: 23,286 shares 23,286 $2.1M 0.03% +15,574 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: 7,746 shares; 2024Q4: 9,086 shares; 2025Q1: 15,287 shares; 2025Q2: 23,393 shares; 2025Q3: 34,176 shares; 2025Q4: 39,657 shares; 2026Q1: 40,929 shares 40,929 $2.05M 0.03% +1,272 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: 3,400 shares; 2024Q4: 3,939 shares; 2025Q1: 4,535 shares; 2025Q2: 4,173 shares; 2025Q3: 7,612 shares; 2025Q4: 7,688 shares; 2026Q1: 15,244 shares 15,244 $2.01M 0.03% +7,556 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: not reported; 2025Q1: 5,203 shares; 2025Q2: 6,853 shares; 2025Q3: 19,838 shares; 2025Q4: 21,560 shares; 2026Q1: 32,385 shares 32,385 $1.96M 0.03% +10,825 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 656 shares; 2025Q3: 651 shares; 2025Q4: 2,175 shares; 2026Q1: 2,299 shares 2,299 $1.94M 0.03% +124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,110 shares; 2025Q4: 37,772 shares; 2026Q1: 43,642 shares 43,642 $1.93M 0.03% +5,870 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,463 shares; 2025Q1: 1,356 shares; 2025Q2: 2,072 shares; 2025Q3: 2,681 shares; 2025Q4: 3,932 shares; 2026Q1: 5,375 shares 5,375 $1.92M 0.03% +1,443 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,160 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,719 shares 2,719 $1.9M 0.03% +383 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 6,577 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 5,288 shares; 2025Q4: 9,486 shares; 2026Q1: 8,388 shares 8,388 $1.74M 0.03% -1,098 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: not reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 1,124 shares; 2025Q3: 1,130 shares; 2025Q4: 3,358 shares; 2026Q1: 5,288 shares 5,288 $1.72M 0.03% +1,930 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 2,697 shares; 2025Q1: 4,972 shares; 2025Q2: 5,065 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,346 shares 5,346 $1.7M 0.03% +307 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: 231,040 shares; 2024Q4: 535,776 shares; 2025Q1: 586,689 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,795 shares; 2026Q1: 13,596 shares 13,596 $1.69M 0.03% +6,801 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,484 shares; 2024Q4: 6,414 shares; 2025Q1: 11,764 shares; 2025Q2: 14,050 shares; 2025Q3: 15,402 shares; 2025Q4: 17,438 shares; 2026Q1: 19,345 shares 19,345 $1.68M 0.03% +1,907 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,958 shares; 2026Q1: 6,725 shares 6,725 $1.66M 0.03% +3,767 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: 2,836 shares; 2024Q4: 2,658 shares; 2025Q1: 3,780 shares; 2025Q2: 1,940 shares; 2025Q3: 3,528 shares; 2025Q4: 4,927 shares; 2026Q1: 6,842 shares 6,842 $1.66M 0.03% +1,915 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 3,630 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,552 shares; 2026Q1: 3,571 shares 3,571 $1.66M 0.03% +19 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: not reported; 2024Q4: 588 shares; 2025Q1: 1,812 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,927 shares; 2026Q1: 2,672 shares 2,672 $1.61M 0.02% +745 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: 3,020 shares; 2024Q4: 3,581 shares; 2025Q1: 5,380 shares; 2025Q2: 5,904 shares; 2025Q3: 21,158 shares; 2025Q4: 21,308 shares; 2026Q1: 24,915 shares 24,915 $1.56M 0.02% +3,607 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: 3,991 shares; 2024Q4: 4,075 shares; 2025Q1: 3,949 shares; 2025Q2: 4,048 shares; 2025Q3: 7,641 shares; 2025Q4: 8,208 shares; 2026Q1: 11,615 shares 11,615 $1.52M 0.02% +3,407 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,709 shares 4,709 $1.51M 0.02% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,735 shares; 2024Q4: 1,895 shares; 2025Q1: 2,795 shares; 2025Q2: 2,711 shares; 2025Q3: 2,601 shares; 2025Q4: 2,525 shares; 2026Q1: 2,492 shares 2,492 $1.49M 0.02% -33 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: 898 shares; 2024Q4: 971 shares; 2025Q1: 1,545 shares; 2025Q2: 1,613 shares; 2025Q3: 1,492 shares; 2025Q4: 1,285 shares; 2026Q1: 7,412 shares 7,412 $1.47M 0.02% +6,127 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: not reported; 2024Q4: 437 shares; 2025Q1: 471 shares; 2025Q2: 494 shares; 2025Q3: 746 shares; 2025Q4: 1,448 shares; 2026Q1: 2,138 shares 2,138 $1.46M 0.02% +690 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: 1,428 shares; 2024Q4: 1,840 shares; 2025Q1: 1,881 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,154 shares; 2026Q1: 3,319 shares 3,319 $1.45M 0.02% +1,165 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: not reported; 2024Q4: 2,636 shares; 2025Q1: 2,351 shares; 2025Q2: 13,778 shares; 2025Q3: 13,778 shares; 2025Q4: 13,778 shares; 2026Q1: 13,604 shares 13,604 $1.44M 0.02% -174 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: 8,744 shares; 2024Q4: 9,881 shares; 2025Q1: 10,815 shares; 2025Q2: 12,477 shares; 2025Q3: 14,068 shares; 2025Q4: 15,032 shares; 2026Q1: 23,245 shares 23,245 $1.44M 0.02% +8,213 Timeline 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: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $1.42M 0.02% 0 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: 20,154 shares; 2025Q2: 33,558 shares; 2025Q3: 31,975 shares; 2025Q4: 29,063 shares; 2026Q1: 28,278 shares 28,278 $1.42M 0.02% -785 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: not reported; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 1,623 shares; 2026Q1: 1,629 shares 1,629 $1.41M 0.02% +6 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: 4,026 shares; 2024Q4: 4,233 shares; 2025Q1: 4,780 shares; 2025Q2: 5,069 shares; 2025Q3: 7,957 shares; 2025Q4: 4,956 shares; 2026Q1: 9,040 shares 9,040 $1.4M 0.02% +4,084 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 534 shares; 2026Q1: 3,219 shares 3,219 $1.39M 0.02% +2,685 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: not reported; 2025Q4: 2,759 shares; 2026Q1: 15,398 shares 15,398 $1.39M 0.02% +12,639 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: not reported; 2024Q4: not reported; 2025Q1: 20,209 shares; 2025Q2: 22,162 shares; 2025Q3: 35,618 shares; 2025Q4: 38,266 shares; 2026Q1: 46,065 shares 46,065 $1.34M 0.02% +7,799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,759 shares; 2025Q4: 3,448 shares; 2026Q1: 8,345 shares 8,345 $1.33M 0.02% +4,897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,696 shares; 2025Q3: 5,504 shares; 2025Q4: 5,684 shares; 2026Q1: 8,054 shares 8,054 $1.33M 0.02% +2,370 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,654 shares; 2025Q4: 12,816 shares; 2026Q1: 6,199 shares 6,199 $1.32M 0.02% -6,617 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: 1,081 shares; 2024Q4: 1,451 shares; 2025Q1: 1,612 shares; 2025Q2: 2,216 shares; 2025Q3: 1,643 shares; 2025Q4: 2,524 shares; 2026Q1: 4,189 shares 4,189 $1.27M 0.02% +1,665 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: not reported; 2025Q4: not reported; 2026Q1: 15,965 shares 15,965 $1.26M 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 4,484 shares; 2025Q3: 5,288 shares; 2025Q4: 5,452 shares; 2026Q1: 5,814 shares 5,814 $1.25M 0.02% +362 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: 7,732 shares; 2024Q4: 9,313 shares; 2025Q1: 10,848 shares; 2025Q2: 8,845 shares; 2025Q3: 11,016 shares; 2025Q4: 11,403 shares; 2026Q1: 12,753 shares 12,753 $1.24M 0.02% +1,350 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: 6,345 shares; 2025Q2: 6,346 shares; 2025Q3: 6,346 shares; 2025Q4: 6,409 shares; 2026Q1: 6,239 shares 6,239 $1.23M 0.02% -170 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: 2,166 shares; 2024Q4: 2,526 shares; 2025Q1: 3,651 shares; 2025Q2: 3,163 shares; 2025Q3: 5,427 shares; 2025Q4: 8,038 shares; 2026Q1: 9,553 shares 9,553 $1.23M 0.02% +1,515 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: 492 shares; 2024Q4: 548 shares; 2025Q1: 853 shares; 2025Q2: 1,234 shares; 2025Q3: 1,169 shares; 2025Q4: 1,386 shares; 2026Q1: 2,174 shares 2,174 $1.22M 0.02% +788 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: not reported; 2024Q4: not reported; 2025Q1: 9,809 shares; 2025Q2: 11,947 shares; 2025Q3: 17,583 shares; 2025Q4: 24,049 shares; 2026Q1: 43,534 shares 43,534 $1.22M 0.02% +19,485 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,907 shares; 2025Q3: 9,271 shares; 2025Q4: 10,111 shares; 2026Q1: 11,275 shares 11,275 $1.2M 0.02% +1,164 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,274 shares; 2025Q2: 1,691 shares; 2025Q3: 1,770 shares; 2025Q4: 2,880 shares; 2026Q1: 3,530 shares 3,530 $1.19M 0.02% +650 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,363 shares; 2024Q4: 97,427 shares; 2025Q1: 108,461 shares; 2025Q2: 58,195 shares; 2025Q3: 59,592 shares; 2025Q4: 63,701 shares; 2026Q1: 69,030 shares 69,030 $1.18M 0.02% +5,329 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,441 shares; 2025Q2: 2,662 shares; 2025Q3: 3,201 shares; 2025Q4: 3,118 shares; 2026Q1: 3,819 shares 3,819 $1.11M 0.02% +701 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: 6,305 shares; 2024Q4: 6,502 shares; 2025Q1: 7,503 shares; 2025Q2: 8,788 shares; 2025Q3: 8,732 shares; 2025Q4: 8,584 shares; 2026Q1: 9,684 shares 9,684 $1.11M 0.02% +1,100 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 3,870 shares; 2025Q4: 3,891 shares; 2026Q1: 3,892 shares 3,892 $1.06M 0.02% +1 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 3,621 shares; 2025Q4: 6,932 shares; 2026Q1: 8,083 shares 8,083 $1.06M 0.02% +1,151 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: not reported; 2024Q4: not reported; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,903 shares; 2025Q4: 4,908 shares; 2026Q1: 5,640 shares 5,640 $1.05M 0.02% +732 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,943 shares; 2025Q3: 2,826 shares; 2025Q4: 4,298 shares; 2026Q1: 5,365 shares 5,365 $1.04M 0.02% +1,067 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,353 shares; 2025Q1: 1,386 shares; 2025Q2: 1,364 shares; 2025Q3: 1,588 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593 $1.04M 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,264 shares; 2026Q1: 6,284 shares 6,284 $1.03M 0.02% +20 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: 2,625 shares; 2024Q4: 2,709 shares; 2025Q1: 4,187 shares; 2025Q2: 4,476 shares; 2025Q3: 4,901 shares; 2025Q4: 2,929 shares; 2026Q1: 5,054 shares 5,054 $1.01M 0.02% +2,125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares 1,823 $1M 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,219 shares; 2026Q1: 4,545 shares 4,545 $995K 0.02% +1,326 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: 6,478 shares; 2024Q4: 8,200 shares; 2025Q1: 8,890 shares; 2025Q2: 5,115 shares; 2025Q3: 10,149 shares; 2025Q4: 11,369 shares; 2026Q1: 13,487 shares 13,487 $987K 0.02% +2,118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,063 shares 6,063 $981K 0.02% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,124 shares 12,124 $971K 0.02% new 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: not reported; 2024Q4: 3,518 shares; 2025Q1: 3,960 shares; 2025Q2: 4,518 shares; 2025Q3: 4,345 shares; 2025Q4: 4,315 shares; 2026Q1: 4,508 shares 4,508 $963K 0.01% +193 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,173 shares; 2025Q3: 9,114 shares; 2025Q4: 9,143 shares; 2026Q1: 10,193 shares 10,193 $958K 0.01% +1,050 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: 12,000 shares; 2024Q4: 12,907 shares; 2025Q1: 14,071 shares; 2025Q2: 13,927 shares; 2025Q3: 15,815 shares; 2025Q4: 17,305 shares; 2026Q1: 15,868 shares 15,868 $933K 0.01% -1,437 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,307 shares; 2026Q1: 7,807 shares 7,807 $926K 0.01% +6,500 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,066 shares; 2025Q3: 5,392 shares; 2025Q4: 7,696 shares; 2026Q1: 7,377 shares 7,377 $921K 0.01% -319 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: 27,503 shares; 2024Q4: 29,711 shares; 2025Q1: 33,298 shares; 2025Q2: 2,556 shares; 2025Q3: 2,602 shares; 2025Q4: 2,940 shares; 2026Q1: 3,319 shares 3,319 $898K 0.01% +379 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,152 shares; 2024Q4: 93,054 shares; 2025Q1: 107,634 shares; 2025Q2: 26,571 shares; 2025Q3: 34,349 shares; 2025Q4: 48,713 shares; 2026Q1: 59,904 shares 59,904 $896K 0.01% +11,191 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000 $885K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 7,593 shares; 2025Q4: 7,593 shares; 2026Q1: 7,603 shares 7,603 $878K 0.01% +10 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,821 shares; 2025Q4: 2,090 shares; 2026Q1: 4,779 shares 4,779 $871K 0.01% +2,689 Timeline CPRT COPART INC More: the full row for COPART 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: 26,012 shares; 2026Q1: 26,012 shares 26,012 $864K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,047 shares; 2026Q1: 2,712 shares 2,712 $863K 0.01% +665 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 1,476 shares; 2026Q1: 2,091 shares 2,091 $819K 0.01% +615 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: not reported; 2024Q4: 2,148 shares; 2025Q1: 3,487 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,503 shares; 2026Q1: 2,838 shares 2,838 $815K 0.01% +335 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,846 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,992 shares; 2026Q1: 3,092 shares 3,092 $805K 0.01% +100 Timeline XCCC 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: 35,493 shares; 2024Q4: 36,319 shares; 2025Q1: 41,577 shares; 2025Q2: 18,291 shares; 2025Q3: 18,614 shares; 2025Q4: 13,176 shares; 2026Q1: 22,013 shares 22,013 $801K 0.01% +8,837 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,485 shares; 2025Q4: 1,985 shares; 2026Q1: 2,049 shares 2,049 $800K 0.01% +64 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,842 shares; 2025Q3: 53,805 shares; 2025Q4: 21,025 shares; 2026Q1: 7,862 shares 7,862 $791K 0.01% -13,163 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,621 shares; 2025Q1: 1,696 shares; 2025Q2: 1,221 shares; 2025Q3: 2,686 shares; 2025Q4: 3,936 shares; 2026Q1: 3,857 shares 3,857 $784K 0.01% -79 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,708 shares; 2025Q2: 13,708 shares; 2025Q3: 13,708 shares; 2025Q4: 13,708 shares; 2026Q1: 13,615 shares 13,615 $773K 0.01% -93 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: not reported; 2024Q4: not reported; 2025Q1: 5,216 shares; 2025Q2: 6,502 shares; 2025Q3: 6,427 shares; 2025Q4: 6,623 shares; 2026Q1: 14,792 shares 14,792 $769K 0.01% +8,169 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 6,972 shares; 2025Q1: 6,972 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,497 shares; 2026Q1: 6,497 shares 6,497 $759K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 2,472 shares; 2026Q1: 2,391 shares 2,391 $752K 0.01% -81 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares 1,014 $749K 0.01% 0 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: not reported; 2025Q1: 3,395 shares; 2025Q2: 4,238 shares; 2025Q3: 4,616 shares; 2025Q4: 7,075 shares; 2026Q1: 8,747 shares 8,747 $746K 0.01% +1,672 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: not reported; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares; 2026Q1: 9,084 shares 9,084 $735K 0.01% +5,262 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,387 shares 8,387 $722K 0.01% new 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: 2,972 shares; 2024Q4: 5,061 shares; 2025Q1: 22,729 shares; 2025Q2: 12,337 shares; 2025Q3: 8,728 shares; 2025Q4: 7,643 shares; 2026Q1: 7,544 shares 7,544 $709K 0.01% -99 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,891 shares; 2026Q1: 2,270 shares 2,270 $670K 0.01% +379 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,788 shares 2,788 $667K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 14,799 shares; 2025Q1: 40,036 shares; 2025Q2: 38,540 shares; 2025Q3: 38,540 shares; 2025Q4: 28,574 shares; 2026Q1: 42,284 shares 42,284 $662K 0.01% +13,710 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,028 shares; 2025Q2: 4,086 shares; 2025Q3: 8,720 shares; 2025Q4: 9,590 shares; 2026Q1: 8,980 shares 8,980 $654K 0.01% -610 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,495 shares 1,495 $649K 0.01% -113 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,832 shares; 2026Q1: 2,428 shares 2,428 $648K 0.01% -404 Timeline PRFZ 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: 12,169 shares; 2024Q4: 11,904 shares; 2025Q1: 12,124 shares; 2025Q2: 7,975 shares; 2025Q3: 12,379 shares; 2025Q4: 12,599 shares; 2026Q1: 14,094 shares 14,094 $646K 0.01% +1,495 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 6,007 shares; 2025Q3: 6,007 shares; 2025Q4: 5,371 shares; 2026Q1: 5,371 shares 5,371 $642K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 459 shares; 2026Q1: 665 shares 665 $640K 0.01% +206 Timeline DOV DOVER CORP More: the full row for DOVER 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: 3,051 shares 3,051 $636K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: 1,640 shares; 2025Q3: 2,196 shares; 2025Q4: 2,223 shares; 2026Q1: 3,425 shares 3,425 $625K 0.01% +1,202 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 3,290 shares; 2026Q1: 11,790 shares 11,790 $623K 0.01% +8,500 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $621K 0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,986 shares; 2024Q4: 28,838 shares; 2025Q1: 12,180 shares; 2025Q2: 11,916 shares; 2025Q3: 11,764 shares; 2025Q4: 11,798 shares; 2026Q1: 11,643 shares 11,643 $609K 0.01% -155 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: not reported; 2024Q4: not reported; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,798 shares; 2025Q4: 3,816 shares; 2026Q1: 3,981 shares 3,981 $608K 0.01% +165 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 15,009 shares; 2025Q3: 15,009 shares; 2025Q4: 15,009 shares; 2026Q1: 15,009 shares 15,009 $603K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares 668 $598K 0.01% new 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: not reported; 2024Q4: 666 shares; 2025Q1: 910 shares; 2025Q2: 1,687 shares; 2025Q3: 2,998 shares; 2025Q4: 2,895 shares; 2026Q1: 3,172 shares 3,172 $592K 0.01% +277 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 5,618 shares; 2025Q4: 5,677 shares; 2026Q1: 6,247 shares 6,247 $578K 0.01% +570 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,021 shares; 2025Q4: 6,115 shares; 2026Q1: 6,115 shares 6,115 $569K 0.01% 0 Timeline YUEIY Yue Yuen Industrial (Holdings) More: the full row for Yue Yuen Industrial (Holdings) 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: 26,916 shares; 2025Q3: 52,658 shares; 2025Q4: 54,300 shares; 2026Q1: 56,990 shares 56,990 $554K 0.01% +2,690 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: not reported; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 989 shares; 2026Q1: 1,167 shares 1,167 $552K 0.01% +178 Timeline EMM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,266 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares; 2026Q1: 15,490 shares 15,490 $548K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,723 shares; 2026Q1: 4,759 shares 4,759 $540K 0.01% +2,036 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $539K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,528 shares 2,528 $536K 0.01% new 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: 8,621 shares; 2024Q4: 10,637 shares; 2025Q1: 17,473 shares; 2025Q2: 9,949 shares; 2025Q3: 9,809 shares; 2025Q4: 5,882 shares; 2026Q1: 9,720 shares 9,720 $533K 0.01% +3,838 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: not reported; 2024Q4: 5,746 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 7,297 shares; 2026Q1: 9,772 shares 9,772 $528K 0.01% +2,475 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,640 shares; 2024Q4: 16,721 shares; 2025Q1: 16,818 shares; 2025Q2: 6,765 shares; 2025Q3: 18,693 shares; 2025Q4: 21,885 shares; 2026Q1: 6,308 shares 6,308 $528K 0.01% -15,577 Timeline PXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,583 shares; 2025Q3: 5,627 shares; 2025Q4: 7,162 shares; 2026Q1: 7,428 shares 7,428 $519K 0.01% +266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: 2,907 shares; 2026Q1: 2,977 shares 2,977 $516K 0.01% +70 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: 1,924 shares; 2025Q2: not reported; 2025Q3: 3,738 shares; 2025Q4: 3,447 shares; 2026Q1: 3,589 shares 3,589 $500K 0.01% +142 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 929 shares 929 $500K 0.01% +363 Timeline SOXX 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: 870 shares; 2024Q4: not reported; 2025Q1: 1,567 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,511 shares 1,511 $497K 0.01% +150 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,688 shares; 2025Q1: 3,771 shares; 2025Q2: 6,277 shares; 2025Q3: 5,638 shares; 2025Q4: 10,780 shares; 2026Q1: 10,786 shares 10,786 $495K 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 4,215 shares; 2025Q4: 4,249 shares; 2026Q1: 4,349 shares 4,349 $485K 0.01% +100 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 4,046 shares; 2025Q1: 4,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,102 shares; 2026Q1: 3,107 shares 3,107 $483K 0.01% +5 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: 3,268 shares; 2026Q1: 3,273 shares 3,273 $478K 0.01% +5 Timeline SCHA 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: 16,152 shares 16,152 $470K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,197 shares; 2025Q4: 4,202 shares; 2026Q1: 4,262 shares 4,262 $461K 0.01% +60 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: not reported; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,676 shares; 2026Q1: 3,734 shares 3,734 $458K 0.01% +58 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,634 shares 1,634 $456K 0.01% +479 Timeline ENGIY ENGIE-SPON ADR More: the full row for ENGIE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,152 shares; 2025Q4: 13,024 shares; 2026Q1: 14,138 shares 14,138 $451K 0.01% +1,114 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: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,405 shares; 2026Q1: 1,416 shares 1,416 $445K 0.01% +11 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $439K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,409 shares; 2025Q3: 7,034 shares; 2025Q4: 7,363 shares; 2026Q1: 7,509 shares 7,509 $439K 0.01% +146 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares 2,664 $437K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 1,287 shares; 2026Q1: 1,253 shares 1,253 $428K 0.01% -34 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares; 2026Q1: 3,533 shares 3,533 $428K 0.01% +596 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: not reported; 2025Q4: 1,943 shares; 2026Q1: 1,459 shares 1,459 $424K 0.01% -484 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 58,152 shares 58,152 $423K 0.01% new 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: 1,291 shares; 2024Q4: 2,313 shares; 2025Q1: 2,052 shares; 2025Q2: 1,863 shares; 2025Q3: 1,969 shares; 2025Q4: 1,655 shares; 2026Q1: 1,702 shares 1,702 $422K 0.01% +47 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: not reported; 2024Q4: not reported; 2025Q1: 612 shares; 2025Q2: 987 shares; 2025Q3: 908 shares; 2025Q4: 899 shares; 2026Q1: 929 shares 929 $415K 0.01% +30 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 1,459 shares; 2026Q1: 1,459 shares 1,459 $412K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,177 shares 1,177 $406K 0.01% new 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: 6,113 shares; 2024Q4: 6,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,269 shares; 2026Q1: 8,709 shares 8,709 $400K 0.01% +3,440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 900 shares; 2026Q1: 1,166 shares 1,166 $400K 0.01% +266 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares; 2026Q1: 1,727 shares 1,727 $397K 0.01% +106 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,873 shares; 2026Q1: 5,505 shares 5,505 $396K 0.01% +1,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares 1,478 $387K 0.01% new Timeline SITIY SITC INTL HLDGS CO LTD ADR(CAY More: the full row for SITC INTL HLDGS CO LTD ADR(CAY 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: 8,347 shares; 2025Q4: 8,482 shares; 2026Q1: 8,860 shares 8,860 $385K 0.01% +378 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares 9,050 $385K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 5,319 shares; 2025Q1: 6,047 shares; 2025Q2: 5,719 shares; 2025Q3: 5,945 shares; 2025Q4: 6,529 shares; 2026Q1: 4,243 shares 4,243 $380K 0.01% -2,286 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 12,586 shares; 2025Q4: 12,587 shares; 2026Q1: 14,424 shares 14,424 $376K 0.01% +1,837 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares 844 $375K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 1,804 shares; 2025Q4: not reported; 2026Q1: 3,391 shares 3,391 $372K 0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,778 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares 3,757 $367K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 2,067 shares; 2025Q2: 2,267 shares; 2025Q3: 2,278 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares 2,478 $362K 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: not reported; 2025Q1: not reported; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 7,158 shares; 2026Q1: 7,242 shares 7,242 $358K 0.01% +84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,818 shares; 2025Q3: 5,488 shares; 2025Q4: 5,744 shares; 2026Q1: 6,272 shares 6,272 $356K 0.01% +528 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 4,081 shares 4,081 $354K 0.01% +622 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC 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: 34,028 shares; 2025Q4: 34,351 shares; 2026Q1: 37,553 shares 37,553 $352K 0.01% +3,202 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares 264 $349K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,397 shares 6,397 $346K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,333 shares 7,333 $345K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,458 shares; 2025Q4: 4,387 shares; 2026Q1: 5,969 shares 5,969 $344K 0.01% +1,582 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,581 shares; 2026Q1: 5,601 shares 5,601 $343K 0.01% +20 Timeline ENAGAS UNSPONSORED ADR ENAGAS UNSPONSORED ADR More: the full row for ENAGAS UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,040 shares; 2025Q3: 33,301 shares; 2025Q4: 33,486 shares; 2026Q1: 34,659 shares 34,659 $342K 0.01% +1,173 HUPHY HUTCHISON PORT HLDGS TR UNSPON More: the full row for HUTCHISON PORT HLDGS TR UNSPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,272 shares; 2024Q4: 48,278 shares; 2025Q1: 53,607 shares; 2025Q2: 69,728 shares; 2025Q3: 65,687 shares; 2025Q4: 77,915 shares; 2026Q1: 81,759 shares 81,759 $342K 0.01% +3,844 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: 1,726 shares 1,726 $340K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares 2,241 $339K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796 shares; 2026Q1: 1,565 shares 1,565 $339K 0.01% +769 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,244 shares; 2026Q1: 2,249 shares 2,249 $338K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 782 shares 782 $336K 0.01% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 3,138 shares; 2026Q1: 3,488 shares 3,488 $336K 0.01% +350 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: 21,156 shares; 2024Q4: 21,156 shares; 2025Q1: 167,851 shares; 2025Q2: 19,696 shares; 2025Q3: 19,696 shares; 2025Q4: 15,560 shares; 2026Q1: 15,139 shares 15,139 $336K 0.01% -421 Timeline PROXIMUS S A UNSPONSO PROXIMUS S A UNSPONSO More: the full row for PROXIMUS S A UNSPONSO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 50,984 shares; 2025Q1: 64,573 shares; 2025Q2: 100,453 shares; 2025Q3: 191,301 shares; 2025Q4: 196,826 shares; 2026Q1: 205,621 shares 205,621 $332K 0.01% +8,795 OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 9,552 shares; 2025Q4: 6,577 shares; 2026Q1: 6,577 shares 6,577 $331K 0.01% 0 Timeline RFFC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,768 shares; 2024Q4: 112,988 shares; 2025Q1: 60,963 shares; 2025Q2: 5,263 shares; 2025Q3: 5,263 shares; 2025Q4: 4,982 shares; 2026Q1: 4,982 shares 4,982 $331K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $330K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares 2,306 $325K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,604 shares; 2026Q1: 6,410 shares 6,410 $323K <0.01% +806 Timeline FOJCY Fortum OYJ Unsponsored ADR (Fi More: the full row for Fortum OYJ Unsponsored ADR (Fi 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: 33,571 shares; 2025Q3: 60,784 shares; 2025Q4: 61,881 shares; 2026Q1: 63,539 shares 63,539 $320K <0.01% +1,658 Timeline NRDBY NORDEA BK ABP SPONSORED ADR(FI More: the full row for NORDEA BK ABP SPONSORED ADR(FI 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: 16,045 shares; 2025Q4: 16,474 shares; 2026Q1: 18,792 shares 18,792 $318K <0.01% +2,318 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 10,556 shares; 2025Q3: 21,191 shares; 2025Q4: 20,264 shares; 2026Q1: 21,128 shares 21,128 $317K <0.01% +864 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,355 shares; 2026Q1: 2,017 shares 2,017 $317K <0.01% +662 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: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262 $316K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,599 shares 1,599 $313K <0.01% +452 Timeline 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: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares 4,676 $310K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 3,952 shares; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares 3,952 $305K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 2,316 shares; 2026Q1: 2,322 shares 2,322 $304K <0.01% +6 Timeline IXN 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: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $300K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,081 shares; 2024Q4: 16,319 shares; 2025Q1: 16,319 shares; 2025Q2: 6,240 shares; 2025Q3: 18,576 shares; 2025Q4: 21,968 shares; 2026Q1: 6,329 shares 6,329 $290K <0.01% -15,639 Timeline RGLXY RTL Group Sa Luxembourg Unspon More: the full row for RTL Group Sa Luxembourg Unspon Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,393 shares; 2025Q1: 17,208 shares; 2025Q2: 33,539 shares; 2025Q3: 63,282 shares; 2025Q4: 65,510 shares; 2026Q1: 68,897 shares 68,897 $289K <0.01% +3,387 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $289K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $288K <0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,487 shares; 2025Q3: 7,487 shares; 2025Q4: 7,487 shares; 2026Q1: 7,487 shares 7,487 $288K <0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 7,950 shares; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares 7,950 $287K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares 1,348 $283K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $282K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $281K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,711 shares 1,711 $274K <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 28,886 shares; 2025Q3: 27,384 shares; 2025Q4: 28,662 shares; 2026Q1: 31,375 shares 31,375 $274K <0.01% +2,713 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,059 shares 5,059 $274K <0.01% new Timeline HKTTY HKT TRUST AND HKT LTD UNSPONSO More: the full row for HKT TRUST AND HKT LTD UNSPONSO 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: 16,030 shares; 2025Q4: 16,614 shares; 2026Q1: 17,256 shares 17,256 $269K <0.01% +642 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 11,770 shares 11,770 $268K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,114 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $264K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares; 2026Q1: 901 shares 901 $264K <0.01% +63 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,179 shares; 2025Q2: 4,187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,138 shares 4,138 $263K <0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 975 shares; 2026Q1: 1,252 shares 1,252 $262K <0.01% +277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 613 shares 613 $261K <0.01% +205 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,817 shares; 2024Q4: 26,016 shares; 2025Q1: 26,016 shares; 2025Q2: 16,040 shares; 2025Q3: 25,488 shares; 2025Q4: 13,526 shares; 2026Q1: 6,255 shares 6,255 $261K <0.01% -7,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,838 shares 2,838 $260K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 374 shares; 2025Q4: 2,410 shares; 2026Q1: 2,481 shares 2,481 $259K <0.01% +71 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: not reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $252K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,443 shares; 2025Q4: 8,645 shares; 2026Q1: 8,580 shares 8,580 $246K <0.01% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,029 shares; 2026Q1: 1,210 shares 1,210 $240K <0.01% +181 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,287 shares; 2025Q4: 3,287 shares; 2026Q1: 3,297 shares 3,297 $237K <0.01% +10 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares 1,274 $235K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 517 shares; 2025Q3: 430 shares; 2025Q4: not reported; 2026Q1: 473 shares 473 $234K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 4,266 shares; 2025Q4: 4,367 shares; 2026Q1: 4,366 shares 4,366 $233K <0.01% -1 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: 2,620 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares 2,734 $231K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares 1,043 $231K <0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,647 shares; 2026Q1: 11,647 shares 11,647 $230K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,525 shares 2,525 $230K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $222K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,750 shares 1,750 $221K <0.01% +87 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: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares 3,036 $218K <0.01% new 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: not reported; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315 $216K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares 935 $215K <0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 5,446 shares; 2025Q4: 5,446 shares; 2026Q1: 5,446 shares 5,446 $212K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares 2,369 $209K <0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,802 shares 1,802 $209K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,438 shares 4,438 $206K <0.01% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,634 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares 2,215 $205K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,279 shares 3,279 $205K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares 3,085 $204K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares; 2026Q1: 975 shares 975 $203K <0.01% +70 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares 1,869 $202K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 475 shares 475 $202K <0.01% new 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: 4,864 shares; 2025Q4: not reported; 2026Q1: 5,034 shares 5,034 $201K <0.01% new Timeline AGLXY AGL ENERGY LTD (AUSTRALIA) More: the full row for AGL ENERGY LTD (AUSTRALIA) 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: 14,408 shares; 2025Q3: 27,273 shares; 2025Q4: 28,251 shares; 2026Q1: 29,457 shares 29,457 $199K <0.01% +1,206 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,392 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $191K <0.01% 0 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: 19,907 shares; 2024Q4: 22,023 shares; 2025Q1: 24,186 shares; 2025Q2: 24,556 shares; 2025Q3: 23,445 shares; 2025Q4: 23,232 shares; 2026Q1: 14,405 shares 14,405 $166K <0.01% -8,827 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $137K <0.01% new Timeline