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: 301,166 shares; 2024Q4: 309,051 shares; 2025Q1: 295,831 shares; 2025Q2: 290,087 shares; 2025Q3: 290,170 shares; 2025Q4: 290,344 shares; 2026Q1: 288,864 shares 288,864 $73.3M 4.57% -1,480 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: 260,155 shares; 2024Q4: 262,349 shares; 2025Q1: 251,487 shares; 2025Q2: 249,125 shares; 2025Q3: 251,475 shares; 2025Q4: 249,485 shares; 2026Q1: 249,993 shares 249,993 $71.7M 4.47% +508 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: 155,253 shares; 2024Q4: 155,477 shares; 2025Q1: 152,583 shares; 2025Q2: 149,716 shares; 2025Q3: 145,657 shares; 2025Q4: 144,954 shares; 2026Q1: 130,469 shares 130,469 $62.5M 3.89% -14,485 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: 102,131 shares; 2024Q4: 102,490 shares; 2025Q1: 105,778 shares; 2025Q2: 105,790 shares; 2025Q3: 96,017 shares; 2025Q4: 97,141 shares; 2026Q1: 98,347 shares 98,347 $58.8M 3.66% +1,206 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: 142,022 shares; 2024Q4: 143,442 shares; 2025Q1: 138,069 shares; 2025Q2: 138,778 shares; 2025Q3: 138,836 shares; 2025Q4: 141,340 shares; 2026Q1: 153,147 shares 153,147 $56.7M 3.53% +11,807 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: 182,513 shares; 2024Q4: 192,818 shares; 2025Q1: 200,376 shares; 2025Q2: 205,259 shares; 2025Q3: 208,555 shares; 2025Q4: 210,342 shares; 2026Q1: 213,022 shares 213,022 $44.4M 2.76% +2,680 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,415 shares; 2024Q4: 1,589,300 shares; 2025Q1: 1,683,587 shares; 2025Q2: 1,639,862 shares; 2025Q3: 1,636,658 shares; 2025Q4: 1,691,550 shares; 2026Q1: 1,681,293 shares 1,681,293 $42.2M 2.63% -10,257 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,211 shares; 2024Q4: 108,369 shares; 2025Q1: 109,596 shares; 2025Q2: 108,673 shares; 2025Q3: 106,487 shares; 2025Q4: 107,735 shares; 2026Q1: 109,247 shares 109,247 $35M 2.18% +1,512 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: 52,293 shares; 2024Q4: 54,916 shares; 2025Q1: 55,514 shares; 2025Q2: 55,828 shares; 2025Q3: 56,154 shares; 2025Q4: 57,144 shares; 2026Q1: 57,819 shares 57,819 $33.4M 2.08% +675 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: 434,017 shares; 2024Q4: 451,774 shares; 2025Q1: 483,880 shares; 2025Q2: 486,036 shares; 2025Q3: 489,127 shares; 2025Q4: 491,582 shares; 2026Q1: 500,610 shares 500,610 $29.8M 1.86% +9,028 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: 160,494 shares; 2024Q4: 163,106 shares; 2025Q1: 161,851 shares; 2025Q2: 167,928 shares; 2025Q3: 167,126 shares; 2025Q4: 168,938 shares; 2026Q1: 168,649 shares 168,649 $29.4M 1.83% -289 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,362 shares; 2024Q4: 350,423 shares; 2025Q1: 345,625 shares; 2025Q2: 351,692 shares; 2025Q3: 337,562 shares; 2025Q4: 356,496 shares; 2026Q1: 373,251 shares 373,251 $28.8M 1.79% +16,755 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: 70,505 shares; 2024Q4: 72,472 shares; 2025Q1: 74,247 shares; 2025Q2: 75,170 shares; 2025Q3: 76,034 shares; 2025Q4: 77,152 shares; 2026Q1: 76,677 shares 76,677 $25.9M 1.61% -475 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: 29,608 shares; 2024Q4: 30,584 shares; 2025Q1: 32,110 shares; 2025Q2: 35,209 shares; 2025Q3: 35,582 shares; 2025Q4: 37,792 shares; 2026Q1: 38,000 shares 38,000 $21.7M 1.35% +208 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: 36,298 shares; 2024Q4: 38,300 shares; 2025Q1: 39,740 shares; 2025Q2: 40,400 shares; 2025Q3: 40,309 shares; 2025Q4: 40,533 shares; 2026Q1: 39,207 shares 39,207 $19.6M 1.22% -1,326 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: 42,378 shares; 2024Q4: 45,145 shares; 2025Q1: 48,136 shares; 2025Q2: 51,079 shares; 2025Q3: 52,691 shares; 2025Q4: 55,839 shares; 2026Q1: 60,533 shares 60,533 $18.3M 1.14% +4,694 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: 61,171 shares; 2024Q4: 62,410 shares; 2025Q1: 62,476 shares; 2025Q2: 62,496 shares; 2025Q3: 62,445 shares; 2025Q4: 62,039 shares; 2026Q1: 61,668 shares 61,668 $18.1M 1.13% -371 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: 16,544 shares; 2024Q4: 16,867 shares; 2025Q1: 16,968 shares; 2025Q2: 17,260 shares; 2025Q3: 17,384 shares; 2025Q4: 18,029 shares; 2026Q1: 18,060 shares 18,060 $18M 1.12% +31 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: 141,052 shares; 2024Q4: 160,795 shares; 2025Q1: 175,363 shares; 2025Q2: 191,548 shares; 2025Q3: 191,143 shares; 2025Q4: 201,209 shares; 2026Q1: 195,875 shares 195,875 $18M 1.12% -5,334 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: 238,640 shares; 2024Q4: 236,523 shares; 2025Q1: 234,631 shares; 2025Q2: 212,883 shares; 2025Q3: 209,298 shares; 2025Q4: 228,546 shares; 2026Q1: 243,170 shares 243,170 $17.9M 1.12% +14,624 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: 310,472 shares; 2024Q4: 314,365 shares; 2025Q1: 309,474 shares; 2025Q2: 301,151 shares; 2025Q3: 290,354 shares; 2025Q4: 310,685 shares; 2026Q1: 322,146 shares 322,146 $17.1M 1.07% +11,461 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: 58,948 shares; 2024Q4: 70,685 shares; 2025Q1: 68,568 shares; 2025Q2: 67,802 shares; 2025Q3: 67,165 shares; 2025Q4: 69,443 shares; 2026Q1: 69,879 shares 69,879 $17.1M 1.06% +436 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: 160,082 shares; 2024Q4: 179,845 shares; 2025Q1: 180,835 shares; 2025Q2: 182,557 shares; 2025Q3: 174,640 shares; 2025Q4: 187,209 shares; 2026Q1: 200,272 shares 200,272 $16.6M 1.03% +13,063 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: 123,918 shares; 2024Q4: 126,554 shares; 2025Q1: 124,206 shares; 2025Q2: 126,614 shares; 2025Q3: 123,236 shares; 2025Q4: 119,003 shares; 2026Q1: 117,321 shares 117,321 $14.6M 0.91% -1,682 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: 45,362 shares; 2024Q4: 46,793 shares; 2025Q1: 46,896 shares; 2025Q2: 43,677 shares; 2025Q3: 43,835 shares; 2025Q4: 45,266 shares; 2026Q1: 46,786 shares 46,786 $13.4M 0.84% +1,520 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: 60,106 shares; 2024Q4: 60,775 shares; 2025Q1: 61,354 shares; 2025Q2: 62,117 shares; 2025Q3: 61,596 shares; 2025Q4: 64,664 shares; 2026Q1: 67,421 shares 67,421 $13.4M 0.83% +2,757 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: 31,708 shares; 2024Q4: 37,549 shares; 2025Q1: 43,905 shares; 2025Q2: 46,003 shares; 2025Q3: 48,762 shares; 2025Q4: 51,524 shares; 2026Q1: 53,295 shares 53,295 $12.7M 0.79% +1,771 Timeline AGG 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: 94,831 shares; 2024Q4: 98,790 shares; 2025Q1: 107,905 shares; 2025Q2: 107,423 shares; 2025Q3: 109,579 shares; 2025Q4: 114,627 shares; 2026Q1: 119,722 shares 119,722 $11.9M 0.74% +5,095 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: 15,912 shares; 2024Q4: 16,186 shares; 2025Q1: 16,582 shares; 2025Q2: 16,471 shares; 2025Q3: 16,297 shares; 2025Q4: 16,924 shares; 2026Q1: 16,756 shares 16,756 $11.9M 0.74% -168 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,293 shares 154,293 $11.7M 0.73% new 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: 96,485 shares; 2024Q4: 116,849 shares; 2025Q1: 129,363 shares; 2025Q2: 133,161 shares; 2025Q3: 136,421 shares; 2025Q4: 140,465 shares; 2026Q1: 145,141 shares 145,141 $11.5M 0.72% +4,676 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: 112,347 shares; 2024Q4: 113,969 shares; 2025Q1: 115,473 shares; 2025Q2: 234,499 shares; 2025Q3: 236,324 shares; 2025Q4: 243,887 shares; 2026Q1: 247,311 shares 247,311 $11.5M 0.71% +3,424 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: 121,662 shares; 2024Q4: 119,688 shares; 2025Q1: 145,945 shares; 2025Q2: 160,253 shares; 2025Q3: 162,122 shares; 2025Q4: 173,414 shares; 2026Q1: 176,841 shares 176,841 $11.3M 0.71% +3,427 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,822 shares; 2024Q4: 15,940 shares; 2025Q1: 16,758 shares; 2025Q2: 16,607 shares; 2025Q3: 16,921 shares; 2025Q4: 17,386 shares; 2026Q1: 17,091 shares 17,091 $11.2M 0.7% -295 Timeline VDE 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: 70,036 shares; 2024Q4: 65,641 shares; 2025Q1: 65,154 shares; 2025Q2: 64,280 shares; 2025Q3: 63,887 shares; 2025Q4: 62,937 shares; 2026Q1: 63,995 shares 63,995 $11.1M 0.69% +1,058 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,254 shares; 2024Q4: 141,965 shares; 2025Q1: 156,551 shares; 2025Q2: 161,231 shares; 2025Q3: 162,404 shares; 2025Q4: 180,570 shares; 2026Q1: 186,244 shares 186,244 $10.9M 0.68% +5,674 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: 32,386 shares; 2024Q4: 32,776 shares; 2025Q1: 32,597 shares; 2025Q2: 32,944 shares; 2025Q3: 32,953 shares; 2025Q4: 33,020 shares; 2026Q1: 33,516 shares 33,516 $10.4M 0.65% +496 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: 35,408 shares; 2024Q4: 38,237 shares; 2025Q1: 37,613 shares; 2025Q2: 34,803 shares; 2025Q3: 35,431 shares; 2025Q4: 70,817 shares; 2026Q1: 74,058 shares 74,058 $9.84M 0.61% +3,241 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: 10,945 shares; 2024Q4: 14,872 shares; 2025Q1: 14,861 shares; 2025Q2: 14,903 shares; 2025Q3: 15,446 shares; 2025Q4: 15,434 shares; 2026Q1: 15,114 shares 15,114 $9.83M 0.61% -320 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: 1,561 shares; 2024Q4: 893 shares; 2025Q1: 1,069 shares; 2025Q2: 3,490 shares; 2025Q3: 4,679 shares; 2025Q4: 6,843 shares; 2026Q1: 7,249 shares 7,249 $9.57M 0.6% +406 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: 10,212 shares; 2024Q4: 10,313 shares; 2025Q1: 10,491 shares; 2025Q2: 14,385 shares; 2025Q3: 16,386 shares; 2025Q4: 18,442 shares; 2026Q1: 19,065 shares 19,065 $8.79M 0.55% +623 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,318 shares; 2024Q4: 226,606 shares; 2025Q1: 237,809 shares; 2025Q2: 241,249 shares; 2025Q3: 237,809 shares; 2025Q4: 246,508 shares; 2026Q1: 255,260 shares 255,260 $8.56M 0.53% +8,752 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,315 shares; 2024Q4: 24,392 shares; 2025Q1: 24,898 shares; 2025Q2: 25,122 shares; 2025Q3: 25,344 shares; 2025Q4: 25,219 shares; 2026Q1: 25,443 shares 25,443 $8.49M 0.53% +224 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: 88,175 shares; 2024Q4: 89,100 shares; 2025Q1: 96,948 shares; 2025Q2: 99,602 shares; 2025Q3: 101,028 shares; 2025Q4: 130,830 shares; 2026Q1: 155,467 shares 155,467 $8.4M 0.52% +24,637 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,459 shares; 2024Q4: 158,338 shares; 2025Q1: 157,472 shares; 2025Q2: 158,486 shares; 2025Q3: 157,476 shares; 2025Q4: 177,528 shares; 2026Q1: 176,080 shares 176,080 $8.3M 0.52% -1,448 Timeline SCHO 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: 188,431 shares; 2024Q4: 375,327 shares; 2025Q1: 366,578 shares; 2025Q2: 360,332 shares; 2025Q3: 363,687 shares; 2025Q4: 355,956 shares; 2026Q1: 339,388 shares 339,388 $8.24M 0.51% -16,568 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: 8,079 shares; 2024Q4: 17,247 shares; 2025Q1: 18,280 shares; 2025Q2: 14,708 shares; 2025Q3: 14,994 shares; 2025Q4: 17,609 shares; 2026Q1: 26,556 shares 26,556 $8.22M 0.51% +8,947 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: 26,622 shares; 2024Q4: 26,718 shares; 2025Q1: 27,017 shares; 2025Q2: 27,274 shares; 2025Q3: 28,967 shares; 2025Q4: 30,165 shares; 2026Q1: 30,793 shares 30,793 $8.07M 0.5% +628 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: 10,317 shares; 2024Q4: 10,535 shares; 2025Q1: 10,340 shares; 2025Q2: 10,182 shares; 2025Q3: 10,296 shares; 2025Q4: 9,822 shares; 2026Q1: 9,397 shares 9,397 $7.95M 0.5% -425 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,733 shares; 2024Q4: 54,877 shares; 2025Q1: 58,912 shares; 2025Q2: 141,926 shares; 2025Q3: 151,950 shares; 2025Q4: 158,642 shares; 2026Q1: 154,689 shares 154,689 $7.73M 0.48% -3,953 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: 24,537 shares; 2024Q4: 24,626 shares; 2025Q1: 24,566 shares; 2025Q2: 24,672 shares; 2025Q3: 24,631 shares; 2025Q4: 24,673 shares; 2026Q1: 24,722 shares 24,722 $7.48M 0.47% +49 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,850 shares; 2024Q4: 50,309 shares; 2025Q1: 56,846 shares; 2025Q2: 63,299 shares; 2025Q3: 64,814 shares; 2025Q4: 77,162 shares; 2026Q1: 82,474 shares 82,474 $7.47M 0.47% +5,312 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: 9,281 shares; 2024Q4: 9,416 shares; 2025Q1: 13,557 shares; 2025Q2: 9,931 shares; 2025Q3: 14,931 shares; 2025Q4: 18,142 shares; 2026Q1: 20,540 shares 20,540 $6.94M 0.43% +2,398 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,453 shares; 2025Q1: 4,535 shares; 2025Q2: 69,397 shares; 2025Q3: 70,052 shares; 2025Q4: 73,313 shares; 2026Q1: 74,045 shares 74,045 $6.84M 0.43% +732 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,991 shares; 2024Q4: 23,154 shares; 2025Q1: 23,956 shares; 2025Q2: 24,804 shares; 2025Q3: 24,841 shares; 2025Q4: 24,838 shares; 2026Q1: 24,850 shares 24,850 $6.81M 0.42% +12 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: 27,633 shares; 2024Q4: 29,281 shares; 2025Q1: 92,055 shares; 2025Q2: 95,114 shares; 2025Q3: 84,416 shares; 2025Q4: 80,128 shares; 2026Q1: 86,900 shares 86,900 $6.7M 0.42% +6,772 Timeline MOAT 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: 113,018 shares; 2024Q4: 112,862 shares; 2025Q1: 100,124 shares; 2025Q2: 89,423 shares; 2025Q3: 74,902 shares; 2025Q4: 69,364 shares; 2026Q1: 68,989 shares 68,989 $6.67M 0.42% -375 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: 3,445 shares; 2024Q4: 4,408 shares; 2025Q1: 4,717 shares; 2025Q2: 5,650 shares; 2025Q3: 6,264 shares; 2025Q4: 7,199 shares; 2026Q1: 7,151 shares 7,151 $6.58M 0.41% -48 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: 20,680 shares; 2024Q4: 22,438 shares; 2025Q1: 22,700 shares; 2025Q2: 22,620 shares; 2025Q3: 22,283 shares; 2025Q4: 22,144 shares; 2026Q1: 22,648 shares 22,648 $6.51M 0.41% +504 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,955 shares; 2024Q4: 28,720 shares; 2025Q1: 28,921 shares; 2025Q2: 29,250 shares; 2025Q3: 29,401 shares; 2025Q4: 29,487 shares; 2026Q1: 29,849 shares 29,849 $6.49M 0.4% +362 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: 6,112 shares; 2024Q4: 6,702 shares; 2025Q1: 6,990 shares; 2025Q2: 7,227 shares; 2025Q3: 7,339 shares; 2025Q4: 7,389 shares; 2026Q1: 7,306 shares 7,306 $6.32M 0.39% -83 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: 58,127 shares; 2024Q4: 57,337 shares; 2025Q1: 57,764 shares; 2025Q2: 54,552 shares; 2025Q3: 53,977 shares; 2025Q4: 105,365 shares; 2026Q1: 102,254 shares 102,254 $6.26M 0.39% -3,111 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: 7,058 shares; 2024Q4: 7,193 shares; 2025Q1: 10,410 shares; 2025Q2: 11,645 shares; 2025Q3: 13,447 shares; 2025Q4: 14,042 shares; 2026Q1: 14,377 shares 14,377 $6.24M 0.39% +335 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: 73,831 shares; 2024Q4: 77,334 shares; 2025Q1: 79,179 shares; 2025Q2: 76,156 shares; 2025Q3: 76,640 shares; 2025Q4: 76,849 shares; 2026Q1: 78,476 shares 78,476 $6.2M 0.39% +1,627 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: 5,125 shares; 2024Q4: 5,384 shares; 2025Q1: 5,762 shares; 2025Q2: 6,199 shares; 2025Q3: 6,170 shares; 2025Q4: 61,900 shares; 2026Q1: 62,833 shares 62,833 $6.04M 0.38% +933 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,347 shares; 2025Q1: 4,408 shares; 2025Q2: 3,141 shares; 2025Q3: 3,159 shares; 2025Q4: 3,149 shares; 2026Q1: 3,156 shares 3,156 $6.04M 0.38% +7 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: 55,491 shares; 2024Q4: 56,280 shares; 2025Q1: 56,891 shares; 2025Q2: 56,991 shares; 2025Q3: 56,061 shares; 2025Q4: 51,733 shares; 2026Q1: 51,955 shares 51,955 $5.76M 0.36% +222 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,125 shares; 2024Q4: 10,381 shares; 2025Q1: 10,889 shares; 2025Q2: 11,684 shares; 2025Q3: 11,704 shares; 2025Q4: 11,981 shares; 2026Q1: 12,847 shares 12,847 $5.6M 0.35% +866 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: 132,888 shares; 2024Q4: 136,199 shares; 2025Q1: 147,817 shares; 2025Q2: 181,488 shares; 2025Q3: 195,752 shares; 2025Q4: 182,400 shares; 2026Q1: 168,667 shares 168,667 $5.6M 0.35% -13,733 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: 14,041 shares; 2024Q4: 16,296 shares; 2025Q1: 16,398 shares; 2025Q2: 23,380 shares; 2025Q3: 27,358 shares; 2025Q4: 28,173 shares; 2026Q1: 28,782 shares 28,782 $5.55M 0.35% +609 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: 128,846 shares; 2024Q4: 122,946 shares; 2025Q1: 98,693 shares; 2025Q2: 99,089 shares; 2025Q3: 97,698 shares; 2025Q4: 98,539 shares; 2026Q1: 98,987 shares 98,987 $5.2M 0.32% +448 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 580 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 625 shares; 2025Q4: 741 shares; 2026Q1: 787 shares 787 $5.19M 0.32% +46 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: 13,799 shares; 2024Q4: 14,371 shares; 2025Q1: 14,694 shares; 2025Q2: 15,464 shares; 2025Q3: 15,878 shares; 2025Q4: 15,690 shares; 2026Q1: 16,132 shares 16,132 $5.17M 0.32% +442 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 30,087 shares; 2026Q1: 40,408 shares 40,408 $5.16M 0.32% +10,321 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: 39,810 shares; 2024Q4: 40,542 shares; 2025Q1: 36,913 shares; 2025Q2: 37,404 shares; 2025Q3: 37,265 shares; 2025Q4: 37,347 shares; 2026Q1: 35,572 shares 35,572 $5.14M 0.32% -1,775 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: 19,235 shares; 2024Q4: 22,816 shares; 2025Q1: 24,786 shares; 2025Q2: 27,117 shares; 2025Q3: 27,805 shares; 2025Q4: 30,314 shares; 2026Q1: 31,894 shares 31,894 $5.09M 0.32% +1,580 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: 45,751 shares; 2024Q4: 46,005 shares; 2025Q1: 44,202 shares; 2025Q2: 41,633 shares; 2025Q3: 41,443 shares; 2025Q4: 41,349 shares; 2026Q1: 41,874 shares 41,874 $5.04M 0.31% +525 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,898 shares; 2024Q4: 17,456 shares; 2025Q1: 20,908 shares; 2025Q2: 21,737 shares; 2025Q3: 21,943 shares; 2025Q4: 22,460 shares; 2026Q1: 22,946 shares 22,946 $4.92M 0.31% +486 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: 12,783 shares; 2024Q4: 13,154 shares; 2025Q1: 13,240 shares; 2025Q2: 14,774 shares; 2025Q3: 14,797 shares; 2025Q4: 14,520 shares; 2026Q1: 14,693 shares 14,693 $4.83M 0.3% +173 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: 51,302 shares; 2024Q4: 51,914 shares; 2025Q1: 52,197 shares; 2025Q2: 52,021 shares; 2025Q3: 52,002 shares; 2025Q4: 103,950 shares; 2026Q1: 104,519 shares 104,519 $4.8M 0.3% +569 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,926 shares; 2024Q4: 29,768 shares; 2025Q1: 30,779 shares; 2025Q2: 29,994 shares; 2025Q3: 23,124 shares; 2025Q4: 24,703 shares; 2026Q1: 24,970 shares 24,970 $4.79M 0.3% +267 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,665 shares; 2024Q4: 13,980 shares; 2025Q1: 6,827 shares; 2025Q2: 11,402 shares; 2025Q3: 17,195 shares; 2025Q4: 23,442 shares; 2026Q1: 23,641 shares 23,641 $4.62M 0.29% +199 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: 21,111 shares; 2024Q4: 22,168 shares; 2025Q1: 32,748 shares; 2025Q2: 34,481 shares; 2025Q3: 36,601 shares; 2025Q4: 35,895 shares; 2026Q1: 36,049 shares 36,049 $4.55M 0.28% +154 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,606 shares; 2024Q4: 24,306 shares; 2025Q1: 27,844 shares; 2025Q2: 43,225 shares; 2025Q3: 44,407 shares; 2025Q4: 49,189 shares; 2026Q1: 59,374 shares 59,374 $4.46M 0.28% +10,185 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,879 shares; 2024Q4: 5,129 shares; 2025Q1: 5,413 shares; 2025Q2: 5,909 shares; 2025Q3: 5,910 shares; 2025Q4: 6,014 shares; 2026Q1: 6,114 shares 6,114 $4.45M 0.28% +100 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,242 shares; 2024Q4: 43,890 shares; 2025Q1: not reported; 2025Q2: 71,138 shares; 2025Q3: 71,138 shares; 2025Q4: 106,820 shares; 2026Q1: 107,302 shares 107,302 $4.34M 0.27% +482 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: 80,826 shares; 2024Q4: 82,110 shares; 2025Q1: 81,673 shares; 2025Q2: 84,582 shares; 2025Q3: 86,002 shares; 2025Q4: 89,553 shares; 2026Q1: 88,817 shares 88,817 $4.33M 0.27% -736 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: 15,317 shares; 2024Q4: 15,776 shares; 2025Q1: 16,698 shares; 2025Q2: 18,065 shares; 2025Q3: 20,026 shares; 2025Q4: 17,969 shares; 2026Q1: 28,603 shares 28,603 $4.21M 0.26% +10,634 Timeline SCHD 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: 49,598 shares; 2024Q4: 143,385 shares; 2025Q1: 140,923 shares; 2025Q2: 136,147 shares; 2025Q3: 139,266 shares; 2025Q4: 132,575 shares; 2026Q1: 135,884 shares 135,884 $4.17M 0.26% +3,309 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: 20,181 shares; 2024Q4: 19,544 shares; 2025Q1: 19,506 shares; 2025Q2: 19,129 shares; 2025Q3: 19,574 shares; 2025Q4: 21,008 shares; 2026Q1: 19,986 shares 19,986 $4.14M 0.26% -1,022 Timeline SCHM 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: 41,396 shares; 2024Q4: 125,555 shares; 2025Q1: 124,711 shares; 2025Q2: 136,082 shares; 2025Q3: 126,504 shares; 2025Q4: 130,680 shares; 2026Q1: 131,694 shares 131,694 $4.08M 0.25% +1,014 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,169 shares; 2024Q4: 57,782 shares; 2025Q1: 53,616 shares; 2025Q2: 51,221 shares; 2025Q3: 49,754 shares; 2025Q4: 49,949 shares; 2026Q1: 50,882 shares 50,882 $4.05M 0.25% +933 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 7,396 shares; 2025Q1: 7,478 shares; 2025Q2: 7,566 shares; 2025Q3: 7,576 shares; 2025Q4: 7,351 shares; 2026Q1: 7,354 shares 7,354 $3.96M 0.25% +3 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: 38,732 shares; 2024Q4: 37,404 shares; 2025Q1: 32,938 shares; 2025Q2: 27,991 shares; 2025Q3: 27,224 shares; 2025Q4: 25,275 shares; 2026Q1: 24,869 shares 24,869 $3.86M 0.24% -406 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: 16,266 shares; 2024Q4: 16,231 shares; 2025Q1: 16,065 shares; 2025Q2: 15,645 shares; 2025Q3: 16,026 shares; 2025Q4: 16,062 shares; 2026Q1: 15,440 shares 15,440 $3.81M 0.24% -622 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: 99,181 shares; 2024Q4: 100,092 shares; 2025Q1: 98,304 shares; 2025Q2: 34,983 shares; 2025Q3: 34,914 shares; 2025Q4: 31,543 shares; 2026Q1: 39,902 shares 39,902 $3.75M 0.23% +8,359 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,509 shares; 2024Q4: 62,940 shares; 2025Q1: 65,599 shares; 2025Q2: 74,068 shares; 2025Q3: 75,014 shares; 2025Q4: 83,159 shares; 2026Q1: 82,189 shares 82,189 $3.72M 0.23% -970 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 1,515 shares; 2025Q1: 1,660 shares; 2025Q2: 1,839 shares; 2025Q3: 1,919 shares; 2025Q4: 3,141 shares; 2026Q1: 3,198 shares 3,198 $3.71M 0.23% +57 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 12,597 shares; 2025Q1: 12,606 shares; 2025Q2: 11,948 shares; 2025Q3: 11,628 shares; 2025Q4: 12,303 shares; 2026Q1: 12,319 shares 12,319 $3.68M 0.23% +16 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: 30,906 shares; 2024Q4: 31,256 shares; 2025Q1: 31,808 shares; 2025Q2: 31,783 shares; 2025Q3: 37,527 shares; 2025Q4: 40,893 shares; 2026Q1: 41,666 shares 41,666 $3.67M 0.23% +773 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,776 shares; 2024Q4: 159,931 shares; 2025Q1: 138,553 shares; 2025Q2: 137,865 shares; 2025Q3: 134,099 shares; 2025Q4: 125,077 shares; 2026Q1: 124,528 shares 124,528 $3.63M 0.23% -549 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: 11,675 shares; 2024Q4: 12,096 shares; 2025Q1: 12,251 shares; 2025Q2: 9,853 shares; 2025Q3: 10,581 shares; 2025Q4: 10,603 shares; 2026Q1: 10,552 shares 10,552 $3.61M 0.22% -51 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: 24,388 shares; 2025Q1: 27,965 shares; 2025Q2: 27,272 shares; 2025Q3: 28,732 shares; 2025Q4: 28,545 shares; 2026Q1: 28,847 shares 28,847 $3.54M 0.22% +302 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: 24,679 shares; 2024Q4: 23,439 shares; 2025Q1: 19,334 shares; 2025Q2: 15,889 shares; 2025Q3: 17,959 shares; 2025Q4: 17,979 shares; 2026Q1: 12,993 shares 12,993 $3.52M 0.22% -4,986 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: 931 shares; 2024Q4: 954 shares; 2025Q1: 967 shares; 2025Q2: 971 shares; 2025Q3: 973 shares; 2025Q4: 958 shares; 2026Q1: 1,029 shares 1,029 $3.48M 0.22% +71 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,245 shares; 2024Q4: 22,064 shares; 2025Q1: 22,391 shares; 2025Q2: 18,227 shares; 2025Q3: 18,318 shares; 2025Q4: 17,043 shares; 2026Q1: 17,122 shares 17,122 $3.45M 0.22% +79 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: 5,207 shares; 2024Q4: 7,318 shares; 2025Q1: 9,121 shares; 2025Q2: 9,304 shares; 2025Q3: 9,360 shares; 2025Q4: 9,583 shares; 2026Q1: 8,033 shares 8,033 $3.42M 0.21% -1,550 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: 3,699 shares; 2024Q4: 2,464 shares; 2025Q1: 3,795 shares; 2025Q2: 3,860 shares; 2025Q3: 3,977 shares; 2025Q4: 2,255 shares; 2026Q1: 6,847 shares 6,847 $3.39M 0.21% +4,592 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,748 shares; 2024Q4: not reported; 2025Q1: 53,800 shares; 2025Q2: 65,994 shares; 2025Q3: 65,349 shares; 2025Q4: 64,348 shares; 2026Q1: 68,374 shares 68,374 $3.33M 0.21% +4,026 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,891 shares; 2024Q4: 19,889 shares; 2025Q1: 19,963 shares; 2025Q2: 20,161 shares; 2025Q3: 19,586 shares; 2025Q4: 19,283 shares; 2026Q1: 19,266 shares 19,266 $3.27M 0.2% -17 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: 9,864 shares; 2024Q4: 9,684 shares; 2025Q1: 8,992 shares; 2025Q2: 8,609 shares; 2025Q3: 8,604 shares; 2025Q4: 8,401 shares; 2026Q1: 7,524 shares 7,524 $3.24M 0.2% -877 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: 26,194 shares; 2024Q4: 26,671 shares; 2025Q1: 27,130 shares; 2025Q2: 26,702 shares; 2025Q3: 24,853 shares; 2025Q4: 18,578 shares; 2026Q1: 13,252 shares 13,252 $3.22M 0.2% -5,326 Timeline SCHX 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: 42,869 shares; 2024Q4: 128,953 shares; 2025Q1: 126,023 shares; 2025Q2: 127,936 shares; 2025Q3: 126,984 shares; 2025Q4: 125,552 shares; 2026Q1: 122,932 shares 122,932 $3.15M 0.2% -2,620 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: 12,204 shares; 2024Q4: 12,318 shares; 2025Q1: 13,170 shares; 2025Q2: 13,930 shares; 2025Q3: 14,024 shares; 2025Q4: 14,084 shares; 2026Q1: 14,416 shares 14,416 $3.1M 0.19% +332 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: 10,252 shares; 2024Q4: 11,479 shares; 2025Q1: 8,733 shares; 2025Q2: 8,535 shares; 2025Q3: 7,756 shares; 2025Q4: 7,780 shares; 2026Q1: 8,584 shares 8,584 $3.07M 0.19% +804 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: 13,291 shares; 2024Q4: 14,425 shares; 2025Q1: 14,453 shares; 2025Q2: 14,229 shares; 2025Q3: 13,726 shares; 2025Q4: 13,488 shares; 2026Q1: 13,316 shares 13,316 $3.01M 0.19% -172 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,062 shares; 2024Q4: 15,104 shares; 2025Q1: 15,339 shares; 2025Q2: 16,739 shares; 2025Q3: 17,161 shares; 2025Q4: 17,884 shares; 2026Q1: 18,280 shares 18,280 $2.97M 0.18% +396 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: 29,158 shares; 2024Q4: 29,386 shares; 2025Q1: 21,272 shares; 2025Q2: 21,327 shares; 2025Q3: 20,398 shares; 2025Q4: 14,869 shares; 2026Q1: 15,110 shares 15,110 $2.93M 0.18% +241 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,031 shares; 2025Q1: 2,073 shares; 2025Q2: 1,949 shares; 2025Q3: 1,957 shares; 2025Q4: not reported; 2026Q1: 8,562 shares 8,562 $2.93M 0.18% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,655 shares; 2024Q4: 15,568 shares; 2025Q1: 15,633 shares; 2025Q2: 14,547 shares; 2025Q3: 14,536 shares; 2025Q4: 14,670 shares; 2026Q1: 14,238 shares 14,238 $2.93M 0.18% -432 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 652 shares; 2025Q1: 690 shares; 2025Q2: 704 shares; 2025Q3: 716 shares; 2025Q4: 734 shares; 2026Q1: 679 shares 679 $2.86M 0.18% -55 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: 20,937 shares; 2024Q4: 21,995 shares; 2025Q1: 22,599 shares; 2025Q2: 22,539 shares; 2025Q3: 22,742 shares; 2025Q4: 22,043 shares; 2026Q1: 13,608 shares 13,608 $2.76M 0.17% -8,435 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 5,978 shares; 2025Q1: 4,712 shares; 2025Q2: 4,653 shares; 2025Q3: 4,589 shares; 2025Q4: 4,569 shares; 2026Q1: 4,525 shares 4,525 $2.73M 0.17% -44 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: 32,474 shares; 2024Q4: 32,315 shares; 2025Q1: 32,042 shares; 2025Q2: 34,965 shares; 2025Q3: 35,001 shares; 2025Q4: 34,910 shares; 2026Q1: 35,861 shares 35,861 $2.73M 0.17% +951 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,549 shares; 2025Q1: 2,527 shares; 2025Q2: 2,709 shares; 2025Q3: 2,674 shares; 2025Q4: 2,344 shares; 2026Q1: 2,513 shares 2,513 $2.68M 0.17% +169 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: 17,613 shares; 2024Q4: 18,131 shares; 2025Q1: 18,801 shares; 2025Q2: 18,852 shares; 2025Q3: 18,393 shares; 2025Q4: 18,254 shares; 2026Q1: 17,925 shares 17,925 $2.65M 0.17% -329 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: 8,134 shares; 2024Q4: 8,231 shares; 2025Q1: 8,624 shares; 2025Q2: 8,698 shares; 2025Q3: 7,685 shares; 2025Q4: 8,352 shares; 2026Q1: 8,144 shares 8,144 $2.65M 0.17% -208 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,995 shares; 2024Q4: 36,953 shares; 2025Q1: 33,700 shares; 2025Q2: 15,476 shares; 2025Q3: 15,487 shares; 2025Q4: 14,239 shares; 2026Q1: 13,985 shares 13,985 $2.65M 0.17% -254 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: 19,973 shares; 2024Q4: 18,198 shares; 2025Q1: 16,393 shares; 2025Q2: 28,215 shares; 2025Q3: 30,893 shares; 2025Q4: 32,193 shares; 2026Q1: 31,306 shares 31,306 $2.64M 0.16% -887 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,185 shares; 2024Q4: 34,185 shares; 2025Q1: 34,185 shares; 2025Q2: 34,185 shares; 2025Q3: 34,185 shares; 2025Q4: 33,983 shares; 2026Q1: 33,383 shares 33,383 $2.61M 0.16% -600 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 11,150 shares; 2025Q1: 11,176 shares; 2025Q2: 11,061 shares; 2025Q3: 10,761 shares; 2025Q4: 13,963 shares; 2026Q1: 13,726 shares 13,726 $2.6M 0.16% -237 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,749 shares; 2025Q1: 8,128 shares; 2025Q2: 9,815 shares; 2025Q3: 9,955 shares; 2025Q4: 9,717 shares; 2026Q1: 9,727 shares 9,727 $2.58M 0.16% +10 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,582 shares; 2024Q4: 28,362 shares; 2025Q1: 26,642 shares; 2025Q2: 30,418 shares; 2025Q3: 29,740 shares; 2025Q4: 31,386 shares; 2026Q1: 32,423 shares 32,423 $2.54M 0.16% +1,037 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,367 shares; 2024Q4: 104,183 shares; 2025Q1: 103,971 shares; 2025Q2: 100,831 shares; 2025Q3: 100,249 shares; 2025Q4: 101,763 shares; 2026Q1: 102,114 shares 102,114 $2.53M 0.16% +351 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: 3,911 shares; 2024Q4: 3,946 shares; 2025Q1: 3,814 shares; 2025Q2: 3,998 shares; 2025Q3: 4,312 shares; 2025Q4: 4,826 shares; 2026Q1: 4,476 shares 4,476 $2.52M 0.16% -350 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: 4,043 shares; 2024Q4: 4,107 shares; 2025Q1: 4,097 shares; 2025Q2: 4,022 shares; 2025Q3: 6,363 shares; 2025Q4: 5,698 shares; 2026Q1: 5,846 shares 5,846 $2.44M 0.15% +148 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 10,312 shares; 2025Q1: 10,421 shares; 2025Q2: 10,112 shares; 2025Q3: 9,805 shares; 2025Q4: 10,122 shares; 2026Q1: 10,185 shares 10,185 $2.41M 0.15% +63 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,134 shares; 2024Q4: 39,623 shares; 2025Q1: 39,623 shares; 2025Q2: 39,158 shares; 2025Q3: 58,734 shares; 2025Q4: 58,734 shares; 2026Q1: 58,734 shares 58,734 $2.38M 0.15% 0 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,541 shares; 2025Q1: 5,412 shares; 2025Q2: 9,978 shares; 2025Q3: 15,469 shares; 2025Q4: 21,284 shares; 2026Q1: 21,591 shares 21,591 $2.35M 0.15% +307 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,724 shares; 2024Q4: 35,752 shares; 2025Q1: 37,159 shares; 2025Q2: 37,258 shares; 2025Q3: 36,212 shares; 2025Q4: 33,943 shares; 2026Q1: 29,764 shares 29,764 $2.32M 0.14% -4,179 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,245 shares; 2024Q4: 13,449 shares; 2025Q1: 11,155 shares; 2025Q2: 11,149 shares; 2025Q3: 11,117 shares; 2025Q4: 10,912 shares; 2026Q1: 10,601 shares 10,601 $2.3M 0.14% -311 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,717 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares 2,147 $2.27M 0.14% 0 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: 10,860 shares; 2024Q4: 12,001 shares; 2025Q1: 11,777 shares; 2025Q2: 11,685 shares; 2025Q3: 11,755 shares; 2025Q4: 15,318 shares; 2026Q1: 13,219 shares 13,219 $2.24M 0.14% -2,099 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.13% 0 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,542 shares; 2024Q4: 52,542 shares; 2025Q1: 53,792 shares; 2025Q2: 61,792 shares; 2025Q3: 61,792 shares; 2025Q4: 61,897 shares; 2026Q1: 63,597 shares 63,597 $2.15M 0.13% +1,700 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,630 shares; 2024Q4: 14,045 shares; 2025Q1: 11,321 shares; 2025Q2: 10,635 shares; 2025Q3: 10,032 shares; 2025Q4: 10,032 shares; 2026Q1: 9,880 shares 9,880 $2.15M 0.13% -152 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: 57,635 shares; 2024Q4: 55,714 shares; 2025Q1: 50,228 shares; 2025Q2: 79,723 shares; 2025Q3: 78,922 shares; 2025Q4: 44,774 shares; 2026Q1: 40,506 shares 40,506 $2.14M 0.13% -4,268 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,933 shares 1,933 $2.11M 0.13% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,137 shares; 2024Q4: 15,688 shares; 2025Q1: 15,688 shares; 2025Q2: 18,507 shares; 2025Q3: 18,984 shares; 2025Q4: 20,218 shares; 2026Q1: 20,334 shares 20,334 $2.1M 0.13% +116 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 552 shares; 2025Q4: not reported; 2026Q1: 4,386 shares 4,386 $2.08M 0.13% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,699 shares; 2025Q1: 1,695 shares; 2025Q2: 1,826 shares; 2025Q3: 1,867 shares; 2025Q4: 1,863 shares; 2026Q1: 1,854 shares 1,854 $2.02M 0.13% -9 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,237 shares; 2024Q4: 18,788 shares; 2025Q1: 18,439 shares; 2025Q2: 22,540 shares; 2025Q3: 20,936 shares; 2025Q4: 20,477 shares; 2026Q1: 23,999 shares 23,999 $1.98M 0.12% +3,522 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: 10,714 shares; 2024Q4: 11,094 shares; 2025Q1: 10,757 shares; 2025Q2: 11,346 shares; 2025Q3: 11,116 shares; 2025Q4: 11,183 shares; 2026Q1: 10,417 shares 10,417 $1.94M 0.12% -766 Timeline BSCR 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: 62,089 shares; 2024Q4: 62,089 shares; 2025Q1: 97,750 shares; 2025Q2: 97,750 shares; 2025Q3: 97,750 shares; 2025Q4: 97,750 shares; 2026Q1: 97,750 shares 97,750 $1.92M 0.12% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,737 shares; 2024Q4: 11,138 shares; 2025Q1: 11,548 shares; 2025Q2: 11,667 shares; 2025Q3: 11,669 shares; 2025Q4: 13,354 shares; 2026Q1: 11,739 shares 11,739 $1.91M 0.12% -1,615 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: 4,965 shares; 2024Q4: 4,965 shares; 2025Q1: 4,965 shares; 2025Q2: 18,769 shares; 2025Q3: 18,769 shares; 2025Q4: 18,769 shares; 2026Q1: 18,769 shares 18,769 $1.89M 0.12% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,232 shares; 2024Q4: 20,852 shares; 2025Q1: 19,655 shares; 2025Q2: 16,125 shares; 2025Q3: 16,220 shares; 2025Q4: 16,982 shares; 2026Q1: 16,989 shares 16,989 $1.85M 0.12% +7 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,878 shares; 2024Q4: 8,065 shares; 2025Q1: 8,010 shares; 2025Q2: 6,479 shares; 2025Q3: 6,494 shares; 2025Q4: 6,006 shares; 2026Q1: 6,052 shares 6,052 $1.84M 0.11% +46 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,172 shares; 2024Q4: 15,516 shares; 2025Q1: 15,516 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,014 shares; 2026Q1: 60,304 shares 60,304 $1.84M 0.11% +53,290 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: 7,048 shares; 2024Q4: 7,063 shares; 2025Q1: 7,089 shares; 2025Q2: 3,785 shares; 2025Q3: 3,718 shares; 2025Q4: 3,639 shares; 2026Q1: 3,713 shares 3,713 $1.83M 0.11% +74 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: 675 shares; 2025Q1: 675 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 644 shares; 2026Q1: 2,053 shares 2,053 $1.79M 0.11% +1,409 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 16,290 shares; 2025Q1: 16,382 shares; 2025Q2: 16,085 shares; 2025Q3: 15,852 shares; 2025Q4: 18,851 shares; 2026Q1: 19,850 shares 19,850 $1.76M 0.11% +999 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,679 shares; 2025Q1: 4,070 shares; 2025Q2: 4,254 shares; 2025Q3: 4,523 shares; 2025Q4: 4,592 shares; 2026Q1: 6,171 shares 6,171 $1.75M 0.11% +1,579 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 3,769 shares; 2025Q1: 3,769 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 3,795 shares; 2026Q1: 3,770 shares 3,770 $1.75M 0.11% -25 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: 13,158 shares; 2024Q4: 13,158 shares; 2025Q1: 17,638 shares; 2025Q2: 17,638 shares; 2025Q3: 17,638 shares; 2025Q4: 17,674 shares; 2026Q1: 17,674 shares 17,674 $1.72M 0.11% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,234 shares; 2024Q4: 3,418 shares; 2025Q1: not reported; 2025Q2: 14,965 shares; 2025Q3: 15,019 shares; 2025Q4: 17,029 shares; 2026Q1: 16,982 shares 16,982 $1.7M 0.11% -47 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,069 shares; 2024Q4: 44,842 shares; 2025Q1: 30,497 shares; 2025Q2: 28,702 shares; 2025Q3: 28,295 shares; 2025Q4: 25,218 shares; 2026Q1: 23,725 shares 23,725 $1.69M 0.11% -1,493 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,479 shares; 2025Q1: 1,301 shares; 2025Q2: 1,239 shares; 2025Q3: 1,213 shares; 2025Q4: 1,327 shares; 2026Q1: 1,316 shares 1,316 $1.66M 0.1% -11 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: 4,541 shares; 2024Q4: 5,819 shares; 2025Q1: 5,902 shares; 2025Q2: 5,125 shares; 2025Q3: 5,240 shares; 2025Q4: 3,420 shares; 2026Q1: 3,814 shares 3,814 $1.65M 0.1% +394 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: 41,964 shares; 2025Q2: 42,090 shares; 2025Q3: 42,206 shares; 2025Q4: 42,304 shares; 2026Q1: 42,411 shares 42,411 $1.65M 0.1% +107 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: 24,332 shares; 2024Q4: 23,598 shares; 2025Q1: 22,529 shares; 2025Q2: 19,435 shares; 2025Q3: 19,883 shares; 2025Q4: 19,235 shares; 2026Q1: 17,028 shares 17,028 $1.64M 0.1% -2,207 Timeline IWB 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: 3,306 shares; 2024Q4: 3,467 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares 4,570 $1.63M 0.1% 0 Timeline BSCS 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: not reported; 2024Q4: 45,661 shares; 2025Q1: 80,394 shares; 2025Q2: 80,394 shares; 2025Q3: 79,649 shares; 2025Q4: 79,649 shares; 2026Q1: 79,649 shares 79,649 $1.63M 0.1% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 13,351 shares; 2025Q1: 16,136 shares; 2025Q2: 28,740 shares; 2025Q3: 31,566 shares; 2025Q4: 36,469 shares; 2026Q1: 36,588 shares 36,588 $1.62M 0.1% +119 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 6,596 shares 6,596 $1.61M 0.1% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,844 shares; 2024Q4: 5,917 shares; 2025Q1: 5,886 shares; 2025Q2: 5,786 shares; 2025Q3: 5,817 shares; 2025Q4: 5,981 shares; 2026Q1: 5,932 shares 5,932 $1.58M 0.1% -49 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,886 shares; 2024Q4: 25,873 shares; 2025Q1: 23,705 shares; 2025Q2: 22,338 shares; 2025Q3: 22,433 shares; 2025Q4: 25,768 shares; 2026Q1: 26,003 shares 26,003 $1.54M 0.1% +235 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,278 shares; 2024Q4: 17,278 shares; 2025Q1: 17,278 shares; 2025Q2: 17,278 shares; 2025Q3: 17,278 shares; 2025Q4: 17,308 shares; 2026Q1: 17,738 shares 17,738 $1.54M 0.1% +430 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: 5,292 shares; 2024Q4: 5,292 shares; 2025Q1: 5,292 shares; 2025Q2: 5,263 shares; 2025Q3: 5,265 shares; 2025Q4: 5,283 shares; 2026Q1: 5,248 shares 5,248 $1.53M 0.1% -35 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: 43,060 shares; 2024Q4: 43,140 shares; 2025Q1: 42,094 shares; 2025Q2: 38,494 shares; 2025Q3: 38,498 shares; 2025Q4: 40,203 shares; 2026Q1: 36,755 shares 36,755 $1.51M 0.09% -3,448 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,662 shares; 2024Q4: 36,707 shares; 2025Q1: 42,078 shares; 2025Q2: 35,526 shares; 2025Q3: 36,124 shares; 2025Q4: 42,373 shares; 2026Q1: 44,533 shares 44,533 $1.47M 0.09% +2,160 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: 20,105 shares; 2024Q4: 19,873 shares; 2025Q1: 19,628 shares; 2025Q2: 18,422 shares; 2025Q3: 18,266 shares; 2025Q4: 16,493 shares; 2026Q1: 16,196 shares 16,196 $1.46M 0.09% -297 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 10,167 shares; 2025Q1: 9,198 shares; 2025Q2: 9,184 shares; 2025Q3: 9,112 shares; 2025Q4: 7,422 shares; 2026Q1: 7,422 shares 7,422 $1.45M 0.09% 0 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: 16,515 shares; 2024Q4: 16,733 shares; 2025Q1: 16,334 shares; 2025Q2: 16,012 shares; 2025Q3: 15,411 shares; 2025Q4: 15,447 shares; 2026Q1: 15,576 shares 15,576 $1.45M 0.09% +129 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,164 shares; 2024Q4: 36,544 shares; 2025Q1: 34,061 shares; 2025Q2: 30,437 shares; 2025Q3: 30,437 shares; 2025Q4: 29,612 shares; 2026Q1: 27,735 shares 27,735 $1.41M 0.09% -1,877 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: 5,609 shares; 2024Q4: 6,131 shares; 2025Q1: 5,508 shares; 2025Q2: 5,264 shares; 2025Q3: 6,125 shares; 2025Q4: 5,879 shares; 2026Q1: 4,901 shares 4,901 $1.41M 0.09% -978 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 4,169 shares; 2025Q1: 5,476 shares; 2025Q2: 7,706 shares; 2025Q3: 7,666 shares; 2025Q4: 6,884 shares; 2026Q1: 4,154 shares 4,154 $1.41M 0.09% -2,730 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,079 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 8,457 shares; 2025Q4: 8,457 shares; 2026Q1: 8,379 shares 8,379 $1.4M 0.09% -78 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: 1,311 shares; 2024Q4: 1,308 shares; 2025Q1: 1,324 shares; 2025Q2: 3,127 shares; 2025Q3: 3,301 shares; 2025Q4: 2,986 shares; 2026Q1: 2,954 shares 2,954 $1.37M 0.09% -32 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: 12,968 shares; 2024Q4: 13,091 shares; 2025Q1: 13,091 shares; 2025Q2: 15,051 shares; 2025Q3: 15,740 shares; 2025Q4: 17,876 shares; 2026Q1: 17,664 shares 17,664 $1.37M 0.09% -212 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: 2,092 shares; 2024Q4: 2,334 shares; 2025Q1: 2,388 shares; 2025Q2: 3,219 shares; 2025Q3: 3,313 shares; 2025Q4: 3,837 shares; 2026Q1: 5,603 shares 5,603 $1.36M 0.08% +1,766 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: 11,659 shares; 2024Q4: 11,659 shares; 2025Q1: 11,662 shares; 2025Q2: 11,169 shares; 2025Q3: 11,169 shares; 2025Q4: 10,952 shares; 2026Q1: 11,066 shares 11,066 $1.31M 0.08% +114 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: 10,800 shares; 2024Q4: 11,253 shares; 2025Q1: 11,396 shares; 2025Q2: 11,841 shares; 2025Q3: 12,208 shares; 2025Q4: 12,233 shares; 2026Q1: 12,585 shares 12,585 $1.29M 0.08% +352 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,793 shares; 2024Q4: 35,502 shares; 2025Q1: 36,945 shares; 2025Q2: 40,370 shares; 2025Q3: 42,113 shares; 2025Q4: 41,224 shares; 2026Q1: 15,776 shares 15,776 $1.29M 0.08% -25,448 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,342 shares; 2024Q4: 54,738 shares; 2025Q1: 56,419 shares; 2025Q2: 51,517 shares; 2025Q3: 39,180 shares; 2025Q4: 36,404 shares; 2026Q1: 34,871 shares 34,871 $1.28M 0.08% -1,533 Timeline VT 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: 14,186 shares; 2024Q4: 14,066 shares; 2025Q1: 7,996 shares; 2025Q2: 8,297 shares; 2025Q3: 8,359 shares; 2025Q4: 8,430 shares; 2026Q1: 9,225 shares 9,225 $1.28M 0.08% +795 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: 16,231 shares; 2024Q4: 16,238 shares; 2025Q1: 16,650 shares; 2025Q2: 17,337 shares; 2025Q3: 17,156 shares; 2025Q4: 17,162 shares; 2026Q1: 17,435 shares 17,435 $1.22M 0.08% +273 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,273 shares; 2024Q4: 11,940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 783 shares; 2025Q4: 3,804 shares; 2026Q1: 4,785 shares 4,785 $1.2M 0.07% +981 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: 3,929 shares; 2024Q4: 4,637 shares; 2025Q1: 4,622 shares; 2025Q2: 4,595 shares; 2025Q3: 4,646 shares; 2025Q4: 4,490 shares; 2026Q1: 3,604 shares 3,604 $1.18M 0.07% -886 Timeline SPSB 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: 56,804 shares; 2024Q4: 58,065 shares; 2025Q1: 58,040 shares; 2025Q2: 57,890 shares; 2025Q3: 46,820 shares; 2025Q4: 46,213 shares; 2026Q1: 38,833 shares 38,833 $1.17M 0.07% -7,380 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to 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: 3,457 shares; 2026Q1: 3,632 shares 3,632 $1.17M 0.07% +175 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: 2,715 shares; 2024Q4: 3,094 shares; 2025Q1: 2,928 shares; 2025Q2: 3,114 shares; 2025Q3: 3,178 shares; 2025Q4: 3,378 shares; 2026Q1: 5,824 shares 5,824 $1.16M 0.07% +2,446 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: 4,628 shares; 2024Q4: 9,031 shares; 2025Q1: 8,836 shares; 2025Q2: 9,440 shares; 2025Q3: 9,688 shares; 2025Q4: 9,688 shares; 2026Q1: 9,264 shares 9,264 $1.15M 0.07% -424 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: 10,006 shares; 2024Q4: 10,016 shares; 2025Q1: 8,891 shares; 2025Q2: 9,342 shares; 2025Q3: 8,545 shares; 2025Q4: 11,126 shares; 2026Q1: 7,724 shares 7,724 $1.13M 0.07% -3,402 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: 12,623 shares; 2024Q4: 13,084 shares; 2025Q1: 13,019 shares; 2025Q2: 11,803 shares; 2025Q3: 11,691 shares; 2025Q4: 22,444 shares; 2026Q1: 22,444 shares 22,444 $1.12M 0.07% 0 Timeline BSCQ 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: 23,910 shares; 2024Q4: 23,910 shares; 2025Q1: 56,506 shares; 2025Q2: 56,506 shares; 2025Q3: 56,506 shares; 2025Q4: 56,506 shares; 2026Q1: 56,506 shares 56,506 $1.1M 0.07% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 14,938 shares; 2025Q1: 23,586 shares; 2025Q2: 26,189 shares; 2025Q3: 30,282 shares; 2025Q4: 23,668 shares; 2026Q1: 16,643 shares 16,643 $1.09M 0.07% -7,025 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: 5,131 shares; 2024Q4: 5,167 shares; 2025Q1: 5,005 shares; 2025Q2: 4,931 shares; 2025Q3: 4,983 shares; 2025Q4: 5,138 shares; 2026Q1: 5,296 shares 5,296 $1.08M 0.07% +158 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,803 shares; 2025Q3: 2,733 shares; 2025Q4: 2,593 shares; 2026Q1: 2,437 shares 2,437 $1.04M 0.06% -156 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,367 shares; 2025Q1: 7,776 shares; 2025Q2: 7,481 shares; 2025Q3: 6,865 shares; 2025Q4: 7,713 shares; 2026Q1: 7,732 shares 7,732 $1.02M 0.06% +19 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: 18,351 shares; 2024Q4: 36,375 shares; 2025Q1: 36,588 shares; 2025Q2: 33,828 shares; 2025Q3: 33,720 shares; 2025Q4: 33,554 shares; 2026Q1: 34,746 shares 34,746 $1.01M 0.06% +1,192 Timeline DFAT 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: 16,169 shares; 2025Q3: 16,169 shares; 2025Q4: 16,169 shares; 2026Q1: 16,169 shares 16,169 $1.01M 0.06% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,606 shares; 2025Q1: 1,766 shares; 2025Q2: 1,736 shares; 2025Q3: 1,880 shares; 2025Q4: 3,231 shares; 2026Q1: 3,995 shares 3,995 $991K 0.06% +764 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: 1,169 shares; 2024Q4: 1,720 shares; 2025Q1: 2,285 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,230 shares; 2026Q1: 2,262 shares 2,262 $988K 0.06% +32 Timeline AAON AAON INC More: the full row for AAON 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: 11,695 shares 11,695 $968K 0.06% new 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: 13,288 shares 13,288 $954K 0.06% new Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,378 shares; 2024Q4: 44,300 shares; 2025Q1: 40,423 shares; 2025Q2: 47,327 shares; 2025Q3: 46,677 shares; 2025Q4: 36,377 shares; 2026Q1: 35,477 shares 35,477 $953K 0.06% -900 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: 33,712 shares; 2024Q4: 30,366 shares; 2025Q1: 21,831 shares; 2025Q2: 20,963 shares; 2025Q3: 20,535 shares; 2025Q4: 16,942 shares; 2026Q1: 16,467 shares 16,467 $949K 0.06% -475 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: 11,211 shares; 2024Q4: 11,211 shares; 2025Q1: 9,006 shares; 2025Q2: 8,876 shares; 2025Q3: 8,876 shares; 2025Q4: 8,339 shares; 2026Q1: 8,741 shares 8,741 $928K 0.06% +402 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,263 shares; 2025Q1: 1,117 shares; 2025Q2: 1,149 shares; 2025Q3: 1,179 shares; 2025Q4: 964 shares; 2026Q1: 948 shares 948 $912K 0.06% -16 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: 10,679 shares; 2024Q4: 10,686 shares; 2025Q1: 10,026 shares; 2025Q2: 10,182 shares; 2025Q3: 10,102 shares; 2025Q4: 9,811 shares; 2026Q1: 9,303 shares 9,303 $888K 0.06% -508 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,175 shares; 2024Q4: 12,490 shares; 2025Q1: 12,993 shares; 2025Q2: 12,564 shares; 2025Q3: 12,646 shares; 2025Q4: 10,311 shares; 2026Q1: 9,192 shares 9,192 $858K 0.05% -1,119 Timeline SCHZ 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: 18,175 shares; 2024Q4: 33,863 shares; 2025Q1: 34,306 shares; 2025Q2: 33,953 shares; 2025Q3: 34,378 shares; 2025Q4: 35,366 shares; 2026Q1: 35,958 shares 35,958 $835K 0.05% +592 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: 9,581 shares; 2024Q4: 10,250 shares; 2025Q1: 9,849 shares; 2025Q2: 10,009 shares; 2025Q3: 9,921 shares; 2025Q4: 8,509 shares; 2026Q1: 8,524 shares 8,524 $823K 0.05% +15 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 4,056 shares; 2026Q1: 5,762 shares 5,762 $821K 0.05% +1,706 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 4,973 shares; 2025Q1: 2,213 shares; 2025Q2: 2,161 shares; 2025Q3: 1,591 shares; 2025Q4: 1,667 shares; 2026Q1: 2,135 shares 2,135 $794K 0.05% +468 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: 1,058 shares; 2024Q4: 1,282 shares; 2025Q1: 1,447 shares; 2025Q2: 2,334 shares; 2025Q3: 2,346 shares; 2025Q4: not reported; 2026Q1: 2,181 shares 2,181 $793K 0.05% new 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: 11,979 shares; 2024Q4: 11,458 shares; 2025Q1: 11,058 shares; 2025Q2: 10,240 shares; 2025Q3: 9,301 shares; 2025Q4: 8,614 shares; 2026Q1: 8,018 shares 8,018 $789K 0.05% -596 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 373 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $787K 0.05% 0 Timeline DFAI 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: 19,036 shares; 2025Q1: 19,782 shares; 2025Q2: 19,791 shares; 2025Q3: 19,794 shares; 2025Q4: 19,799 shares; 2026Q1: 19,801 shares 19,801 $771K 0.05% +2 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: 3,842 shares; 2024Q4: 4,198 shares; 2025Q1: 4,335 shares; 2025Q2: 4,645 shares; 2025Q3: 4,547 shares; 2025Q4: 4,483 shares; 2026Q1: 4,681 shares 4,681 $770K 0.05% +198 Timeline GATX GATX CORP More: the full row for GATX 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: 4,488 shares 4,488 $766K 0.05% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,132 shares; 2025Q4: 6,626 shares; 2026Q1: 11,409 shares 11,409 $765K 0.05% +4,783 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 4,094 shares; 2026Q1: 6,520 shares 6,520 $763K 0.05% +2,426 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: 5,200 shares; 2024Q4: 5,275 shares; 2025Q1: 5,017 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 6,061 shares; 2026Q1: 5,719 shares 5,719 $749K 0.05% -342 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: not reported; 2025Q4: 5,278 shares; 2026Q1: 5,403 shares 5,403 $735K 0.05% +125 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,448 shares; 2024Q4: 12,663 shares; 2025Q1: 15,670 shares; 2025Q2: 14,282 shares; 2025Q3: 14,282 shares; 2025Q4: 14,282 shares; 2026Q1: 14,495 shares 14,495 $723K 0.05% +213 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 472 shares; 2025Q4: 474 shares; 2026Q1: 519 shares 519 $716K 0.04% +45 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: 5,219 shares; 2024Q4: 5,071 shares; 2025Q1: 5,071 shares; 2025Q2: 5,051 shares; 2025Q3: 5,051 shares; 2025Q4: 4,991 shares; 2026Q1: 4,897 shares 4,897 $711K 0.04% -94 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: 8,804 shares; 2024Q4: 6,324 shares; 2025Q1: 5,471 shares; 2025Q2: 3,751 shares; 2025Q3: 3,617 shares; 2025Q4: 3,326 shares; 2026Q1: 3,303 shares 3,303 $687K 0.04% -23 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,520 shares; 2025Q1: 4,292 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 3,902 shares 3,902 $670K 0.04% +618 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 761 shares; 2025Q1: 794 shares; 2025Q2: 811 shares; 2025Q3: 691 shares; 2025Q4: 678 shares; 2026Q1: 681 shares 681 $668K 0.04% +3 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,679 shares; 2025Q1: 3,800 shares; 2025Q2: 3,867 shares; 2025Q3: 3,571 shares; 2025Q4: 1,252 shares; 2026Q1: 1,281 shares 1,281 $633K 0.04% +29 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: 40,912 shares; 2024Q4: 39,694 shares; 2025Q1: 29,269 shares; 2025Q2: 24,888 shares; 2025Q3: 24,663 shares; 2025Q4: 26,613 shares; 2026Q1: 22,484 shares 22,484 $631K 0.04% -4,129 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,556 shares; 2024Q4: 14,186 shares; 2025Q1: 12,922 shares; 2025Q2: 9,094 shares; 2025Q3: 9,094 shares; 2025Q4: 9,094 shares; 2026Q1: 9,094 shares 9,094 $625K 0.04% 0 Timeline SCHH 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: 31,639 shares; 2024Q4: 32,597 shares; 2025Q1: 31,758 shares; 2025Q2: 31,892 shares; 2025Q3: 28,862 shares; 2025Q4: 28,772 shares; 2026Q1: 29,044 shares 29,044 $624K 0.04% +272 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,729 shares; 2024Q4: 40,210 shares; 2025Q1: 39,772 shares; 2025Q2: 37,820 shares; 2025Q3: 34,553 shares; 2025Q4: 36,510 shares; 2026Q1: 35,089 shares 35,089 $605K 0.04% -1,421 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,554 shares 10,554 $599K 0.04% new 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: not reported; 2025Q4: 2,857 shares; 2026Q1: 2,803 shares 2,803 $599K 0.04% -54 Timeline DFIV 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: 11,288 shares; 2025Q3: 11,288 shares; 2025Q4: 11,288 shares; 2026Q1: 11,288 shares 11,288 $596K 0.04% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 25,266 shares; 2025Q1: 25,298 shares; 2025Q2: 23,790 shares; 2025Q3: 23,730 shares; 2025Q4: 23,834 shares; 2026Q1: 23,676 shares 23,676 $585K 0.04% -158 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,494 shares; 2025Q2: 2,498 shares; 2025Q3: 3,294 shares; 2025Q4: not reported; 2026Q1: 2,798 shares 2,798 $566K 0.04% new 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: 6,648 shares; 2024Q4: 7,111 shares; 2025Q1: 8,641 shares; 2025Q2: 8,128 shares; 2025Q3: 8,128 shares; 2025Q4: 8,348 shares; 2026Q1: 8,348 shares 8,348 $564K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 3,640 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,407 shares; 2025Q4: 3,427 shares; 2026Q1: 3,088 shares 3,088 $563K 0.04% -339 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to 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: 4,890 shares; 2026Q1: 2,838 shares 2,838 $561K 0.03% -2,052 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,521 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares 1,522 $559K 0.03% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 8,799 shares; 2025Q1: 9,535 shares; 2025Q2: 10,436 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,510 shares 9,510 $542K 0.03% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE 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: 5,867 shares; 2025Q4: not reported; 2026Q1: 6,561 shares 6,561 $540K 0.03% new 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: 2,429 shares; 2024Q4: 2,429 shares; 2025Q1: 2,439 shares; 2025Q2: 2,396 shares; 2025Q3: 5,376 shares; 2025Q4: 2,388 shares; 2026Q1: 2,476 shares 2,476 $536K 0.03% +88 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 2,048 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $531K 0.03% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,981 shares; 2024Q4: 17,298 shares; 2025Q1: 11,733 shares; 2025Q2: 12,075 shares; 2025Q3: 11,146 shares; 2025Q4: 6,170 shares; 2026Q1: 10,233 shares 10,233 $520K 0.03% +4,063 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,030 shares; 2024Q4: 23,030 shares; 2025Q1: 22,474 shares; 2025Q2: 22,474 shares; 2025Q3: 22,474 shares; 2025Q4: 22,474 shares; 2026Q1: 22,474 shares 22,474 $515K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,830 shares; 2025Q4: 2,899 shares; 2026Q1: 4,461 shares 4,461 $513K 0.03% +1,562 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,743 shares; 2026Q1: 3,027 shares 3,027 $500K 0.03% +284 Timeline USFR 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: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $498K 0.03% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,836 shares; 2025Q1: 2,836 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares 2,425 $494K 0.03% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,552 shares; 2026Q1: 8,522 shares 8,522 $485K 0.03% -1,030 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,983 shares; 2026Q1: 1,938 shares 1,938 $484K 0.03% -45 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,884 shares; 2025Q1: 3,950 shares; 2025Q2: 4,058 shares; 2025Q3: 3,846 shares; 2025Q4: 3,179 shares; 2026Q1: 2,956 shares 2,956 $483K 0.03% -223 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: not reported; 2024Q4: not reported; 2025Q1: 25,349 shares; 2025Q2: 25,349 shares; 2025Q3: 25,349 shares; 2025Q4: 25,349 shares; 2026Q1: 25,349 shares 25,349 $473K 0.03% 0 Timeline BSCU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,054 shares; 2026Q1: 28,054 shares 28,054 $469K 0.03% 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: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,161 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,128 shares; 2026Q1: 1,048 shares 1,048 $445K 0.03% -80 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 8,541 shares; 2025Q1: 5,631 shares; 2025Q2: 5,543 shares; 2025Q3: 4,679 shares; 2025Q4: 2,754 shares; 2026Q1: 2,547 shares 2,547 $440K 0.03% -207 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: 1,718 shares; 2024Q4: 2,218 shares; 2025Q1: 2,204 shares; 2025Q2: 2,204 shares; 2025Q3: 2,863 shares; 2025Q4: 2,988 shares; 2026Q1: 2,987 shares 2,987 $436K 0.03% -1 Timeline PRF 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: 10,240 shares; 2024Q4: 10,215 shares; 2025Q1: 10,215 shares; 2025Q2: 9,215 shares; 2025Q3: 9,215 shares; 2025Q4: 9,115 shares; 2026Q1: 9,115 shares 9,115 $433K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,731 shares; 2025Q1: 2,731 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,202 shares; 2026Q1: 1,208 shares 1,208 $430K 0.03% +6 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: 2,658 shares; 2024Q4: 2,807 shares; 2025Q1: 2,658 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,711 shares; 2026Q1: 2,707 shares 2,707 $413K 0.03% -4 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: 11,321 shares; 2024Q4: 11,102 shares; 2025Q1: 11,197 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares; 2025Q4: 7,815 shares; 2026Q1: 6,693 shares 6,693 $406K 0.03% -1,122 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to 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: 11,062 shares; 2026Q1: 10,062 shares 10,062 $393K 0.02% -1,000 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,712 shares; 2024Q4: 9,067 shares; 2025Q1: 8,022 shares; 2025Q2: 7,947 shares; 2025Q3: 6,726 shares; 2025Q4: 6,456 shares; 2026Q1: 6,366 shares 6,366 $391K 0.02% -90 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: not reported; 2026Q1: 4,209 shares 4,209 $380K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,840 shares; 2025Q4: 4,751 shares; 2026Q1: 2,242 shares 2,242 $379K 0.02% -2,509 Timeline DFUV 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: 7,626 shares; 2025Q3: 7,626 shares; 2025Q4: 7,626 shares; 2026Q1: 7,626 shares 7,626 $370K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,261 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 3,238 shares; 2025Q4: 3,135 shares; 2026Q1: 3,122 shares 3,122 $369K 0.02% -13 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,164 shares 1,164 $366K 0.02% +9 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,842 shares 13,842 $363K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,279 shares 1,279 $359K 0.02% new 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: 2,457 shares; 2025Q4: 3,165 shares; 2026Q1: 3,009 shares 3,009 $357K 0.02% -156 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: 766 shares; 2024Q4: 860 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $343K 0.02% 0 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: 2,401 shares; 2025Q1: 2,342 shares; 2025Q2: 2,344 shares; 2025Q3: 2,479 shares; 2025Q4: 2,080 shares; 2026Q1: 3,709 shares 3,709 $343K 0.02% +1,629 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,847 shares 2,847 $330K 0.02% new Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,677 shares; 2024Q4: 19,689 shares; 2025Q1: 21,699 shares; 2025Q2: 21,708 shares; 2025Q3: 21,441 shares; 2025Q4: 19,273 shares; 2026Q1: 19,281 shares 19,281 $330K 0.02% +8 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 738 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 795 shares 795 $324K 0.02% +67 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,056 shares; 2024Q4: 4,056 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,706 shares; 2025Q4: 2,706 shares; 2026Q1: 2,721 shares 2,721 $322K 0.02% +15 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: 929 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: 914 shares; 2025Q3: 945 shares; 2025Q4: 1,360 shares; 2026Q1: 1,150 shares 1,150 $321K 0.02% -210 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 6,857 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares 2,778 $317K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,933 shares; 2025Q1: 6,564 shares; 2025Q2: 3,555 shares; 2025Q3: 3,332 shares; 2025Q4: 2,411 shares; 2026Q1: 1,578 shares 1,578 $313K 0.02% -833 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 1,996 shares; 2025Q2: 1,994 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 1,720 shares 1,720 $310K 0.02% -234 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: 900 shares; 2024Q4: 881 shares; 2025Q1: 806 shares; 2025Q2: not reported; 2025Q3: 748 shares; 2025Q4: 886 shares; 2026Q1: 877 shares 877 $309K 0.02% -9 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,412 shares; 2026Q1: 1,648 shares 1,648 $304K 0.02% +236 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: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: not reported; 2026Q1: 1,240 shares 1,240 $303K 0.02% new 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: 3,977 shares; 2024Q4: 4,624 shares; 2025Q1: 4,399 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,274 shares; 2026Q1: 3,644 shares 3,644 $295K 0.02% -630 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares 2,810 $292K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,979 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: 3,979 shares 3,979 $290K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,134 shares; 2025Q3: 3,067 shares; 2025Q4: 3,088 shares; 2026Q1: 3,067 shares 3,067 $285K 0.02% -21 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: 1,359 shares; 2024Q4: 1,359 shares; 2025Q1: 1,359 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $283K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,751 shares; 2024Q4: 4,673 shares; 2025Q1: 3,310 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,395 shares; 2026Q1: 3,376 shares 3,376 $283K 0.02% -19 Timeline SCHR 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: 11,452 shares; 2025Q2: 11,452 shares; 2025Q3: 12,923 shares; 2025Q4: 12,923 shares; 2026Q1: 11,323 shares 11,323 $282K 0.02% -1,600 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 4,124 shares; 2025Q2: 4,137 shares; 2025Q3: 4,137 shares; 2025Q4: 4,254 shares; 2026Q1: 4,260 shares 4,260 $281K 0.02% +6 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: 3,588 shares; 2024Q4: 3,540 shares; 2025Q1: 3,227 shares; 2025Q2: 3,031 shares; 2025Q3: 3,145 shares; 2025Q4: 3,141 shares; 2026Q1: 3,072 shares 3,072 $275K 0.02% -69 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 2,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,675 shares 3,675 $274K 0.02% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,099 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: not reported; 2025Q4: 3,824 shares; 2026Q1: 3,611 shares 3,611 $272K 0.02% -213 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,284 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,240 shares; 2026Q1: 1,248 shares 1,248 $265K 0.02% +8 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,905 shares; 2025Q1: 3,737 shares; 2025Q2: 3,015 shares; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,968 shares 2,968 $262K 0.02% -27 Timeline TIP 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: 2,364 shares; 2026Q1: 2,364 shares 2,364 $261K 0.02% 0 Timeline CLBK COLUMBIA FINL INC More: the full row for COLUMBIA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,687 shares; 2024Q4: 17,687 shares; 2025Q1: 17,687 shares; 2025Q2: 14,385 shares; 2025Q3: 14,385 shares; 2025Q4: 14,385 shares; 2026Q1: 14,385 shares 14,385 $252K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 437 shares 437 $246K 0.02% +2 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $241K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 14,332 shares; 2025Q4: 18,111 shares; 2026Q1: 3,347 shares 3,347 $241K 0.01% -14,764 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: 2,460 shares; 2024Q4: 2,455 shares; 2025Q1: 2,445 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 3,070 shares; 2026Q1: 2,545 shares 2,545 $237K 0.01% -525 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: 2,761 shares; 2024Q4: 3,723 shares; 2025Q1: 3,529 shares; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,184 shares; 2026Q1: 2,784 shares 2,784 $237K 0.01% -400 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: 2,121 shares; 2024Q4: 2,100 shares; 2025Q1: 1,830 shares; 2025Q2: 1,776 shares; 2025Q3: 1,785 shares; 2025Q4: 1,814 shares; 2026Q1: 1,820 shares 1,820 $234K 0.01% +6 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,479 shares; 2024Q4: 14,479 shares; 2025Q1: 12,979 shares; 2025Q2: 10,979 shares; 2025Q3: 10,979 shares; 2025Q4: 10,979 shares; 2026Q1: 10,979 shares 10,979 $232K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 2,830 shares; 2026Q1: 2,670 shares 2,670 $231K 0.01% -160 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: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 1,082 shares 1,082 $231K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,500 shares; 2025Q3: 2,128 shares; 2025Q4: 2,166 shares; 2026Q1: 3,240 shares 3,240 $225K 0.01% +1,074 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: 815 shares; 2024Q4: 832 shares; 2025Q1: 887 shares; 2025Q2: 838 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862 $224K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,932 shares 2,932 $223K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 558 shares 558 $222K 0.01% +138 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960 $222K 0.01% new Timeline USRT 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: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,684 shares; 2025Q2: 3,597 shares; 2025Q3: 3,597 shares; 2025Q4: 3,597 shares; 2026Q1: 3,597 shares 3,597 $213K 0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS 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: 17,186 shares; 2025Q3: 14,091 shares; 2025Q4: not reported; 2026Q1: 2,303 shares 2,303 $209K 0.01% new 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: 1,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,276 shares 1,276 $206K 0.01% -206 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: 659 shares; 2025Q4: not reported; 2026Q1: 593 shares 593 $205K 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: not reported; 2026Q1: 1,346 shares 1,346 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares 1,794 $203K 0.01% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,397 shares; 2024Q4: 13,397 shares; 2025Q1: 13,397 shares; 2025Q2: 10,326 shares; 2025Q3: 10,326 shares; 2025Q4: 10,326 shares; 2026Q1: 10,326 shares 10,326 $202K 0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $144K 0.01% 0 Timeline DUKE ENERGY CORP NEW 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $13.8K <0.01% 0 EURONET WORLDWIDE INC EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $10.6K <0.01% 0