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: 553,165 shares; 2024Q4: 551,475 shares; 2025Q1: 550,211 shares; 2025Q2: 547,707 shares; 2025Q3: 535,736 shares; 2025Q4: 526,898 shares; 2026Q1: 526,003 shares 526,003 $89.2M 5.54% -895 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: 165,685 shares; 2024Q4: 165,685 shares; 2025Q1: 165,621 shares; 2025Q2: 165,994 shares; 2025Q3: 164,964 shares; 2025Q4: 164,230 shares; 2026Q1: 164,075 shares 164,075 $78.6M 4.88% -155 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: 156,711 shares; 2024Q4: 158,764 shares; 2025Q1: 162,012 shares; 2025Q2: 166,181 shares; 2025Q3: 167,637 shares; 2025Q4: 172,297 shares; 2026Q1: 190,197 shares 190,197 $70.4M 4.37% +17,900 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: 115,744 shares; 2024Q4: 115,522 shares; 2025Q1: 114,895 shares; 2025Q2: 117,275 shares; 2025Q3: 112,078 shares; 2025Q4: 105,396 shares; 2026Q1: 98,827 shares 98,827 $70M 4.34% -6,569 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: 652,621 shares; 2024Q4: 651,471 shares; 2025Q1: 651,691 shares; 2025Q2: 649,735 shares; 2025Q3: 649,385 shares; 2025Q4: 644,488 shares; 2026Q1: 650,230 shares 650,230 $60.7M 3.76% +5,742 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,222 shares; 2024Q4: 231,478 shares; 2025Q1: 231,083 shares; 2025Q2: 229,412 shares; 2025Q3: 228,555 shares; 2025Q4: 227,070 shares; 2026Q1: 226,060 shares 226,060 $60.1M 3.73% -1,010 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,739 shares; 2024Q4: 273,083 shares; 2025Q1: 244,503 shares; 2025Q2: 251,069 shares; 2025Q3: 233,109 shares; 2025Q4: 232,949 shares; 2026Q1: 232,357 shares 232,357 $59M 3.66% -592 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: 403,312 shares; 2024Q4: 403,367 shares; 2025Q1: 426,583 shares; 2025Q2: 425,871 shares; 2025Q3: 422,531 shares; 2025Q4: 425,531 shares; 2026Q1: 425,528 shares 425,528 $51.2M 3.18% -3 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: 149,238 shares; 2024Q4: 153,487 shares; 2025Q1: 162,743 shares; 2025Q2: 172,428 shares; 2025Q3: 189,089 shares; 2025Q4: 190,573 shares; 2026Q1: 197,153 shares 197,153 $41.1M 2.55% +6,580 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: 205,840 shares; 2024Q4: 205,840 shares; 2025Q1: 205,565 shares; 2025Q2: 208,215 shares; 2025Q3: 205,914 shares; 2025Q4: 202,743 shares; 2026Q1: 201,978 shares 201,978 $41M 2.55% -765 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: 175,361 shares; 2024Q4: 175,070 shares; 2025Q1: 166,081 shares; 2025Q2: 163,723 shares; 2025Q3: 158,763 shares; 2025Q4: 158,298 shares; 2026Q1: 157,098 shares 157,098 $38.4M 2.38% -1,200 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,571 shares; 2024Q4: 565,431 shares; 2025Q1: 576,601 shares; 2025Q2: 571,834 shares; 2025Q3: 517,471 shares; 2025Q4: 356,326 shares; 2026Q1: 327,574 shares 327,574 $35.6M 2.21% -28,752 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: 80,565 shares; 2024Q4: 80,565 shares; 2025Q1: 80,565 shares; 2025Q2: 80,565 shares; 2025Q3: 80,565 shares; 2025Q4: 80,565 shares; 2026Q1: 80,565 shares 80,565 $34.7M 2.15% 0 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: 143,085 shares; 2024Q4: 138,675 shares; 2025Q1: 120,802 shares; 2025Q2: 119,412 shares; 2025Q3: 118,098 shares; 2025Q4: 118,183 shares; 2026Q1: 118,113 shares 118,113 $33.9M 2.1% -70 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,885 shares; 2024Q4: 95,010 shares; 2025Q1: 95,222 shares; 2025Q2: 94,882 shares; 2025Q3: 94,797 shares; 2025Q4: 94,067 shares; 2026Q1: 94,428 shares 94,428 $27.4M 1.7% +361 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: 105,206 shares; 2024Q4: 101,063 shares; 2025Q1: 95,662 shares; 2025Q2: 95,645 shares; 2025Q3: 95,696 shares; 2025Q4: 95,307 shares; 2026Q1: 95,087 shares 95,087 $27.3M 1.7% -220 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177,939 shares; 2024Q4: 1,132,223 shares; 2025Q1: 1,136,423 shares; 2025Q2: 1,131,593 shares; 2025Q3: 1,075,818 shares; 2025Q4: 973,872 shares; 2026Q1: 963,667 shares 963,667 $24.6M 1.52% -10,205 Timeline PROSY PROSUS NV -SPON ADR More: the full row for PROSUS NV -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369,807 shares; 2024Q4: 2,369,807 shares; 2025Q1: 2,372,442 shares; 2025Q2: 2,363,814 shares; 2025Q3: 2,555,030 shares; 2025Q4: 2,511,156 shares; 2026Q1: 2,497,466 shares 2,497,466 $22.4M 1.39% -13,690 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,228 shares; 2024Q4: 283,583 shares; 2025Q1: 293,788 shares; 2025Q2: 295,713 shares; 2025Q3: 464,398 shares; 2025Q4: 479,399 shares; 2026Q1: 487,604 shares 487,604 $20.7M 1.28% +8,205 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,326 shares; 2024Q4: 38,961 shares; 2025Q1: 41,872 shares; 2025Q2: 42,161 shares; 2025Q3: 42,389 shares; 2025Q4: 41,979 shares; 2026Q1: 41,827 shares 41,827 $20.6M 1.28% -152 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: 262,646 shares; 2024Q4: 262,646 shares; 2025Q1: 256,264 shares; 2025Q2: 244,965 shares; 2025Q3: 227,973 shares; 2025Q4: 226,710 shares; 2026Q1: 199,720 shares 199,720 $20.5M 1.27% -26,990 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,179 shares; 2024Q4: 180,618 shares; 2025Q1: 187,119 shares; 2025Q2: 228,104 shares; 2025Q3: 331,501 shares; 2025Q4: 345,655 shares; 2026Q1: 445,270 shares 445,270 $20.1M 1.25% +99,615 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: 6,110 shares; 2024Q4: 6,110 shares; 2025Q1: 11,660 shares; 2025Q2: 12,100 shares; 2025Q3: 20,028 shares; 2025Q4: 20,209 shares; 2026Q1: 21,519 shares 21,519 $19.8M 1.23% +1,310 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,485 shares; 2024Q4: 358,162 shares; 2025Q1: 358,167 shares; 2025Q2: 358,167 shares; 2025Q3: 358,237 shares; 2025Q4: 358,377 shares; 2026Q1: 358,377 shares 358,377 $17.2M 1.07% 0 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: 67,911 shares; 2024Q4: 67,911 shares; 2025Q1: 70,271 shares; 2025Q2: 70,071 shares; 2025Q3: 69,871 shares; 2025Q4: 69,353 shares; 2026Q1: 69,353 shares 69,353 $16.8M 1.04% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,571 shares; 2026Q1: 176,571 shares 176,571 $16.6M 1.03% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,192 shares; 2024Q4: 267,852 shares; 2025Q1: 266,547 shares; 2025Q2: 264,856 shares; 2025Q3: 263,986 shares; 2025Q4: 262,956 shares; 2026Q1: 261,171 shares 261,171 $16.1M 1% -1,785 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,152 shares; 2024Q4: 66,304 shares; 2025Q1: 66,304 shares; 2025Q2: 66,304 shares; 2025Q3: 83,254 shares; 2025Q4: 83,346 shares; 2026Q1: 86,925 shares 86,925 $13.9M 0.86% +3,579 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 779,055 shares; 2024Q4: 780,270 shares; 2025Q1: 766,373 shares; 2025Q2: 718,017 shares; 2025Q3: 711,469 shares; 2025Q4: 701,442 shares; 2026Q1: 581,427 shares 581,427 $13.4M 0.83% -120,015 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: 26,094 shares; 2024Q4: 26,324 shares; 2025Q1: 26,280 shares; 2025Q2: 26,101 shares; 2025Q3: 25,851 shares; 2025Q4: 26,052 shares; 2026Q1: 26,052 shares 26,052 $12.9M 0.8% 0 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: 66,615 shares; 2024Q4: 74,855 shares; 2025Q1: 75,132 shares; 2025Q2: 75,132 shares; 2025Q3: 71,463 shares; 2025Q4: 79,944 shares; 2026Q1: 72,156 shares 72,156 $12.6M 0.78% -7,788 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: 164,875 shares; 2024Q4: 139,375 shares; 2025Q1: 104,573 shares; 2025Q2: 104,837 shares; 2025Q3: 105,097 shares; 2025Q4: 102,227 shares; 2026Q1: 94,280 shares 94,280 $12M 0.75% -7,947 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: 106,966 shares; 2024Q4: 103,446 shares; 2025Q1: 97,909 shares; 2025Q2: 89,247 shares; 2025Q3: 83,367 shares; 2025Q4: 82,282 shares; 2026Q1: 76,982 shares 76,982 $12M 0.74% -5,300 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: 28,037 shares; 2024Q4: 28,360 shares; 2025Q1: 36,171 shares; 2025Q2: 45,768 shares; 2025Q3: 41,526 shares; 2025Q4: 40,687 shares; 2026Q1: 44,072 shares 44,072 $11.9M 0.74% +3,385 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: 15,660 shares; 2024Q4: 15,835 shares; 2025Q1: 16,036 shares; 2025Q2: 20,626 shares; 2025Q3: 23,335 shares; 2025Q4: 31,498 shares; 2026Q1: 37,553 shares 37,553 $11.3M 0.7% +6,055 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,420 shares; 2024Q4: 190,420 shares; 2025Q1: 190,420 shares; 2025Q2: 190,420 shares; 2025Q3: 190,420 shares; 2025Q4: 190,420 shares; 2026Q1: 190,420 shares 190,420 $11.2M 0.7% 0 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: 10,011 shares; 2024Q4: 10,201 shares; 2025Q1: 10,357 shares; 2025Q2: 13,316 shares; 2025Q3: 16,571 shares; 2025Q4: 16,399 shares; 2026Q1: 21,481 shares 21,481 $10.7M 0.67% +5,082 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: 14,871 shares; 2024Q4: 14,871 shares; 2025Q1: 14,871 shares; 2025Q2: 14,859 shares; 2025Q3: 13,159 shares; 2025Q4: 13,076 shares; 2026Q1: 12,241 shares 12,241 $10.7M 0.66% -835 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,639 shares; 2024Q4: 161,139 shares; 2025Q1: 177,723 shares; 2025Q2: 176,786 shares; 2025Q3: 173,276 shares; 2025Q4: 170,881 shares; 2026Q1: 169,791 shares 169,791 $10.7M 0.66% -1,090 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: 41,858 shares; 2024Q4: 40,703 shares; 2025Q1: 40,208 shares; 2025Q2: 40,039 shares; 2025Q3: 37,565 shares; 2025Q4: 37,485 shares; 2026Q1: 37,471 shares 37,471 $10.6M 0.66% -14 Timeline FWONK 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: 121,932 shares; 2024Q4: 121,857 shares; 2025Q1: 121,857 shares; 2025Q2: 122,897 shares; 2025Q3: 122,897 shares; 2025Q4: 122,543 shares; 2026Q1: 122,528 shares 122,528 $10.4M 0.65% -15 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,765 shares 50,765 $9.83M 0.61% new 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: 116,975 shares; 2024Q4: 118,523 shares; 2025Q1: 110,270 shares; 2025Q2: 108,561 shares; 2025Q3: 108,370 shares; 2025Q4: 108,128 shares; 2026Q1: 108,128 shares 108,128 $9.37M 0.58% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,670 shares; 2024Q4: 83,670 shares; 2025Q1: 83,170 shares; 2025Q2: 84,270 shares; 2025Q3: 83,570 shares; 2025Q4: 83,570 shares; 2026Q1: 83,570 shares 83,570 $9.17M 0.57% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,715 shares; 2024Q4: 214,465 shares; 2025Q1: 221,960 shares; 2025Q2: 220,585 shares; 2025Q3: 201,210 shares; 2025Q4: 201,760 shares; 2026Q1: 244,760 shares 244,760 $8.65M 0.54% +43,000 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,205 shares; 2024Q4: 57,805 shares; 2025Q1: 61,230 shares; 2025Q2: 114,260 shares; 2025Q3: 175,605 shares; 2025Q4: 175,599 shares; 2026Q1: 203,174 shares 203,174 $8.48M 0.53% +27,575 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,098 shares; 2024Q4: 156,098 shares; 2025Q1: 156,098 shares; 2025Q2: 156,393 shares; 2025Q3: 156,393 shares; 2025Q4: 156,393 shares; 2026Q1: 156,393 shares 156,393 $8.35M 0.52% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,103 shares; 2024Q4: 175,103 shares; 2025Q1: 175,103 shares; 2025Q2: 164,608 shares; 2025Q3: 109,146 shares; 2025Q4: 108,538 shares; 2026Q1: 107,546 shares 107,546 $8.34M 0.52% -992 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,789 shares; 2024Q4: 24,789 shares; 2025Q1: 24,789 shares; 2025Q2: 24,789 shares; 2025Q3: 24,789 shares; 2025Q4: 24,789 shares; 2026Q1: 24,789 shares 24,789 $7.89M 0.49% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,355 shares; 2024Q4: 77,355 shares; 2025Q1: 77,355 shares; 2025Q2: 62,355 shares; 2025Q3: 62,355 shares; 2025Q4: 62,355 shares; 2026Q1: 62,355 shares 62,355 $7.87M 0.49% 0 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: 106,621 shares; 2024Q4: 110,971 shares; 2025Q1: 111,373 shares; 2025Q2: 111,972 shares; 2025Q3: 116,108 shares; 2025Q4: 116,943 shares; 2026Q1: 131,648 shares 131,648 $7.12M 0.44% +14,705 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: 24,740 shares; 2024Q4: 24,730 shares; 2025Q1: 24,430 shares; 2025Q2: 24,318 shares; 2025Q3: 23,995 shares; 2025Q4: 23,935 shares; 2026Q1: 23,935 shares 23,935 $7.04M 0.44% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,880 shares; 2024Q4: 77,880 shares; 2025Q1: 77,880 shares; 2025Q2: 72,880 shares; 2025Q3: 72,880 shares; 2025Q4: 62,880 shares; 2026Q1: 62,880 shares 62,880 $7.01M 0.43% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,185 shares; 2024Q4: 49,185 shares; 2025Q1: 51,199 shares; 2025Q2: 51,199 shares; 2025Q3: 52,154 shares; 2025Q4: 53,444 shares; 2026Q1: 140,551 shares 140,551 $6.88M 0.43% +87,107 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: 20,806 shares; 2024Q4: 20,806 shares; 2025Q1: 20,806 shares; 2025Q2: 20,806 shares; 2025Q3: 20,806 shares; 2025Q4: 20,887 shares; 2026Q1: 20,887 shares 20,887 $6.87M 0.43% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,555 shares; 2024Q4: 61,682 shares; 2025Q1: 82,797 shares; 2025Q2: 82,147 shares; 2025Q3: 81,497 shares; 2025Q4: 81,497 shares; 2026Q1: 81,497 shares 81,497 $6.53M 0.4% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,300 shares; 2026Q1: 32,200 shares 32,200 $6.37M 0.4% +900 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: 5,749 shares; 2024Q4: 5,749 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 6,938 shares; 2026Q1: 14,540 shares 14,540 $6.29M 0.39% +7,602 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: 32,749 shares; 2024Q4: 32,749 shares; 2025Q1: 32,749 shares; 2025Q2: 32,749 shares; 2025Q3: 31,710 shares; 2025Q4: 30,679 shares; 2026Q1: 30,024 shares 30,024 $6.21M 0.39% -655 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: 20,054 shares; 2024Q4: 20,054 shares; 2025Q1: 19,809 shares; 2025Q2: 19,609 shares; 2025Q3: 18,916 shares; 2025Q4: 18,916 shares; 2026Q1: 18,916 shares 18,916 $6.17M 0.38% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,061 shares; 2024Q4: 182,196 shares; 2025Q1: 182,196 shares; 2025Q2: 181,728 shares; 2025Q3: 157,131 shares; 2025Q4: 120,600 shares; 2026Q1: 121,034 shares 121,034 $6.09M 0.38% +434 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: 31,608 shares; 2024Q4: 31,608 shares; 2025Q1: 31,608 shares; 2025Q2: 31,608 shares; 2025Q3: 31,608 shares; 2025Q4: 31,608 shares; 2026Q1: 31,418 shares 31,418 $6.06M 0.38% -190 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,925 shares; 2024Q4: 34,925 shares; 2025Q1: 34,925 shares; 2025Q2: 34,925 shares; 2025Q3: 59,451 shares; 2025Q4: 60,918 shares; 2026Q1: 72,779 shares 72,779 $5.73M 0.36% +11,861 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: 36,747 shares; 2024Q4: 36,747 shares; 2025Q1: 36,347 shares; 2025Q2: 36,152 shares; 2025Q3: 35,242 shares; 2025Q4: 35,142 shares; 2026Q1: 34,302 shares 34,302 $5.64M 0.35% -840 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616,364 shares; 2024Q4: 1,568,058 shares; 2025Q1: 1,551,863 shares; 2025Q2: 1,150,751 shares; 2025Q3: 983,226 shares; 2025Q4: 758,576 shares; 2026Q1: 613,417 shares 613,417 $5.3M 0.33% -145,159 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: 66,864 shares; 2024Q4: 66,894 shares; 2025Q1: 67,554 shares; 2025Q2: 67,947 shares; 2025Q3: 67,417 shares; 2025Q4: 67,239 shares; 2026Q1: 66,594 shares 66,594 $5.2M 0.32% -645 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,689 shares; 2024Q4: 55,424 shares; 2025Q1: 66,914 shares; 2025Q2: 70,201 shares; 2025Q3: 70,201 shares; 2025Q4: 69,668 shares; 2026Q1: 70,764 shares 70,764 $5.08M 0.32% +1,096 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,465 shares; 2024Q4: 430,465 shares; 2025Q1: 430,465 shares; 2025Q2: 430,465 shares; 2025Q3: 430,465 shares; 2025Q4: 430,465 shares; 2026Q1: 430,465 shares 430,465 $5.05M 0.31% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,022 shares; 2024Q4: 16,022 shares; 2025Q1: 16,022 shares; 2025Q2: 16,022 shares; 2025Q3: 15,372 shares; 2025Q4: 15,307 shares; 2026Q1: 15,307 shares 15,307 $5.03M 0.31% 0 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP 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: 30,093 shares; 2025Q4: 45,275 shares; 2026Q1: 134,052 shares 134,052 $4.99M 0.31% +88,777 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,795 shares; 2024Q4: 82,445 shares; 2025Q1: 83,605 shares; 2025Q2: 85,465 shares; 2025Q3: 91,105 shares; 2025Q4: 90,695 shares; 2026Q1: 90,695 shares 90,695 $4.74M 0.29% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,237 shares; 2024Q4: 44,237 shares; 2025Q1: 44,137 shares; 2025Q2: 44,137 shares; 2025Q3: 43,907 shares; 2025Q4: 43,907 shares; 2026Q1: 40,672 shares 40,672 $4.71M 0.29% -3,235 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,753 shares; 2024Q4: 24,753 shares; 2025Q1: 24,753 shares; 2025Q2: 24,243 shares; 2025Q3: 23,573 shares; 2025Q4: 22,498 shares; 2026Q1: 22,398 shares 22,398 $4.68M 0.29% -100 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: 23,066 shares; 2024Q4: 23,066 shares; 2025Q1: 23,067 shares; 2025Q2: 23,067 shares; 2025Q3: 23,067 shares; 2025Q4: 21,687 shares; 2026Q1: 21,632 shares 21,632 $4.65M 0.29% -55 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,547 shares; 2026Q1: 49,387 shares 49,387 $4.53M 0.28% +1,840 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: 41,560 shares; 2024Q4: 41,560 shares; 2025Q1: 41,540 shares; 2025Q2: 37,580 shares; 2025Q3: 31,115 shares; 2025Q4: 31,055 shares; 2026Q1: 31,055 shares 31,055 $4.51M 0.28% 0 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: 93,652 shares; 2024Q4: 92,832 shares; 2025Q1: 92,689 shares; 2025Q2: 92,689 shares; 2025Q3: 92,484 shares; 2025Q4: 92,484 shares; 2026Q1: 92,484 shares 92,484 $4.51M 0.28% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,641 shares; 2024Q4: 39,641 shares; 2025Q1: 39,641 shares; 2025Q2: 39,641 shares; 2025Q3: 39,641 shares; 2025Q4: 39,641 shares; 2026Q1: 39,641 shares 39,641 $4.5M 0.28% 0 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: 15,375 shares; 2024Q4: 15,875 shares; 2025Q1: 15,530 shares; 2025Q2: 64,920 shares; 2025Q3: 62,920 shares; 2025Q4: 63,080 shares; 2026Q1: 63,080 shares 63,080 $4.23M 0.26% 0 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: 16,888 shares; 2024Q4: 16,888 shares; 2025Q1: 16,888 shares; 2025Q2: 16,788 shares; 2025Q3: 16,788 shares; 2025Q4: 16,788 shares; 2026Q1: 16,788 shares 16,788 $4.07M 0.25% 0 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: 43,197 shares; 2024Q4: 43,197 shares; 2025Q1: 43,197 shares; 2025Q2: 43,197 shares; 2025Q3: 43,197 shares; 2025Q4: 42,589 shares; 2026Q1: 42,589 shares 42,589 $3.91M 0.24% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,825 shares; 2024Q4: 66,825 shares; 2025Q1: 66,825 shares; 2025Q2: 66,825 shares; 2025Q3: 41,825 shares; 2025Q4: 41,800 shares; 2026Q1: 29,100 shares 29,100 $3.86M 0.24% -12,700 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: 41,147 shares; 2024Q4: 35,586 shares; 2025Q1: 35,586 shares; 2025Q2: 33,695 shares; 2025Q3: 33,695 shares; 2025Q4: 33,695 shares; 2026Q1: 33,695 shares 33,695 $3.81M 0.24% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 17,336 shares; 2025Q1: 17,336 shares; 2025Q2: 17,333 shares; 2025Q3: 17,333 shares; 2025Q4: 16,299 shares; 2026Q1: 16,285 shares 16,285 $3.76M 0.23% -14 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,500 shares; 2024Q4: 23,000 shares; 2025Q1: 250,300 shares; 2025Q2: 250,300 shares; 2025Q3: 242,300 shares; 2025Q4: 242,300 shares; 2026Q1: 235,600 shares 235,600 $3.63M 0.23% -6,700 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: 24,875 shares; 2024Q4: 24,846 shares; 2025Q1: 24,081 shares; 2025Q2: 24,081 shares; 2025Q3: 24,081 shares; 2025Q4: 22,361 shares; 2026Q1: 22,106 shares 22,106 $3.53M 0.22% -255 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,146 shares; 2024Q4: 13,276 shares; 2025Q1: 12,464 shares; 2025Q2: 12,584 shares; 2025Q3: 11,084 shares; 2025Q4: 10,954 shares; 2026Q1: 11,417 shares 11,417 $3.4M 0.21% +463 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,036 shares; 2024Q4: 26,036 shares; 2025Q1: 26,036 shares; 2025Q2: 26,037 shares; 2025Q3: 26,037 shares; 2025Q4: 26,072 shares; 2026Q1: 26,112 shares 26,112 $3.39M 0.21% +40 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,929 shares; 2024Q4: 80,979 shares; 2025Q1: 81,205 shares; 2025Q2: 81,425 shares; 2025Q3: 80,839 shares; 2025Q4: 67,172 shares; 2026Q1: 66,827 shares 66,827 $3.36M 0.21% -345 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,171 shares; 2025Q2: 14,171 shares; 2025Q3: 22,171 shares; 2025Q4: 34,171 shares; 2026Q1: 34,171 shares 34,171 $3.32M 0.21% 0 Timeline VGK 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: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $3.3M 0.2% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,695 shares; 2024Q4: 5,695 shares; 2025Q1: 5,695 shares; 2025Q2: 5,695 shares; 2025Q3: 5,695 shares; 2025Q4: 5,725 shares; 2026Q1: 5,725 shares 5,725 $3.27M 0.2% 0 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: 8,257 shares; 2024Q4: 8,257 shares; 2025Q1: 8,241 shares; 2025Q2: 9,000 shares; 2025Q3: 8,904 shares; 2025Q4: 8,976 shares; 2026Q1: 8,976 shares 8,976 $3.21M 0.2% 0 Timeline DXJ 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: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $3.17M 0.2% 0 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: 22,674 shares; 2024Q4: 22,674 shares; 2025Q1: 22,629 shares; 2025Q2: 22,629 shares; 2025Q3: 21,629 shares; 2025Q4: 21,629 shares; 2026Q1: 20,418 shares 20,418 $2.95M 0.18% -1,211 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,106 shares; 2024Q4: 14,106 shares; 2025Q1: 14,106 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 14,406 shares; 2026Q1: 14,596 shares 14,596 $2.88M 0.18% +190 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,658 shares; 2024Q4: 53,658 shares; 2025Q1: 44,803 shares; 2025Q2: 44,503 shares; 2025Q3: 43,578 shares; 2025Q4: 35,649 shares; 2026Q1: 35,649 shares 35,649 $2.84M 0.18% 0 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,071 shares; 2024Q4: 258,066 shares; 2025Q1: 258,066 shares; 2025Q2: 253,043 shares; 2025Q3: 230,243 shares; 2025Q4: 222,413 shares; 2026Q1: 220,943 shares 220,943 $2.67M 0.17% -1,470 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: 28,260 shares; 2024Q4: 28,260 shares; 2025Q1: 28,260 shares; 2025Q2: 28,260 shares; 2025Q3: 28,480 shares; 2025Q4: 28,720 shares; 2026Q1: 28,720 shares 28,720 $2.67M 0.17% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 120,000 shares; 2025Q1: 141,284 shares; 2025Q2: 141,284 shares; 2025Q3: 141,284 shares; 2025Q4: 111,284 shares; 2026Q1: 111,284 shares 111,284 $2.66M 0.17% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,209 shares; 2025Q2: 26,433 shares; 2025Q3: 53,612 shares; 2025Q4: 53,612 shares; 2026Q1: 53,612 shares 53,612 $2.62M 0.16% 0 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: 8,625 shares; 2024Q4: 8,625 shares; 2025Q1: 8,625 shares; 2025Q2: 8,445 shares; 2025Q3: 8,445 shares; 2025Q4: 8,445 shares; 2026Q1: 8,445 shares 8,445 $2.62M 0.16% 0 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: 2,500 shares; 2024Q4: 2,498 shares; 2025Q1: 2,597 shares; 2025Q2: 2,594 shares; 2025Q3: 2,588 shares; 2025Q4: 2,575 shares; 2026Q1: 2,575 shares 2,575 $2.56M 0.16% 0 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 12,109 shares; 2025Q2: 12,189 shares; 2025Q3: 13,189 shares; 2025Q4: 13,189 shares; 2026Q1: 13,189 shares 13,189 $2.5M 0.16% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 7,400 shares 7,400 $2.45M 0.15% -800 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,300 shares; 2025Q2: 58,300 shares; 2025Q3: 58,300 shares; 2025Q4: 53,000 shares; 2026Q1: 53,500 shares 53,500 $2.42M 0.15% +500 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: 6,920 shares; 2024Q4: 7,520 shares; 2025Q1: 7,975 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 8,520 shares; 2026Q1: 8,620 shares 8,620 $2.41M 0.15% +100 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,145 shares; 2024Q4: 204,175 shares; 2025Q1: 167,570 shares; 2025Q2: 69,425 shares; 2025Q3: 69,425 shares; 2025Q4: 69,425 shares; 2026Q1: 59,425 shares 59,425 $2.38M 0.15% -10,000 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: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 5,121 shares; 2025Q2: 5,121 shares; 2025Q3: 5,121 shares; 2025Q4: 5,121 shares; 2026Q1: 5,121 shares 5,121 $2.36M 0.15% 0 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: 31,256 shares; 2024Q4: 31,256 shares; 2025Q1: 31,256 shares; 2025Q2: 31,256 shares; 2025Q3: 31,256 shares; 2025Q4: 31,256 shares; 2026Q1: 31,256 shares 31,256 $2.35M 0.15% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 4,595 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares; 2025Q3: 5,095 shares; 2025Q4: 5,115 shares; 2026Q1: 6,111 shares 6,111 $2.27M 0.14% +996 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 9,468 shares; 2025Q1: 9,468 shares; 2025Q2: 9,643 shares; 2025Q3: 9,643 shares; 2025Q4: 9,643 shares; 2026Q1: 9,643 shares 9,643 $2.25M 0.14% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,550 shares; 2024Q4: 33,050 shares; 2025Q1: 34,700 shares; 2025Q2: 16,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $2.22M 0.14% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,882 shares; 2024Q4: 14,882 shares; 2025Q1: 17,686 shares; 2025Q2: 17,674 shares; 2025Q3: 17,674 shares; 2025Q4: 17,674 shares; 2026Q1: 17,674 shares 17,674 $2.01M 0.12% 0 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: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 6,386 shares; 2025Q4: 6,386 shares; 2026Q1: 6,386 shares 6,386 $1.93M 0.12% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,103 shares; 2025Q2: 4,103 shares; 2025Q3: 4,103 shares; 2025Q4: 4,103 shares; 2026Q1: 4,103 shares 4,103 $1.83M 0.11% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $1.81M 0.11% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,740 shares; 2024Q4: 49,740 shares; 2025Q1: 49,740 shares; 2025Q2: 49,740 shares; 2025Q3: 39,740 shares; 2025Q4: 38,935 shares; 2026Q1: 28,935 shares 28,935 $1.77M 0.11% -10,000 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $1.74M 0.11% 0 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,000 shares; 2025Q3: 56,000 shares; 2025Q4: 56,000 shares; 2026Q1: 56,000 shares 56,000 $1.66M 0.1% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares; 2026Q1: 2,372 shares 2,372 $1.61M 0.1% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,082 shares; 2025Q1: 7,090 shares; 2025Q2: 7,105 shares; 2025Q3: 7,405 shares; 2025Q4: 8,420 shares; 2026Q1: 10,835 shares 10,835 $1.57M 0.1% +2,415 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: 7,213 shares; 2025Q1: 7,213 shares; 2025Q2: 6,763 shares; 2025Q3: 6,363 shares; 2025Q4: 6,403 shares; 2026Q1: 6,503 shares 6,503 $1.54M 0.1% +100 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: 17,174 shares; 2024Q4: 17,174 shares; 2025Q1: 17,174 shares; 2025Q2: 17,174 shares; 2025Q3: 17,174 shares; 2025Q4: 17,174 shares; 2026Q1: 17,174 shares 17,174 $1.51M 0.09% 0 Timeline SCJ 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $1.46M 0.09% 0 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: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 58,749 shares; 2025Q2: 57,649 shares; 2025Q3: 55,394 shares; 2025Q4: 53,488 shares; 2026Q1: 50,218 shares 50,218 $1.41M 0.09% -3,270 Timeline INSM INSMED INC More: the full row for INSMED 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: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $1.36M 0.08% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 14,165 shares; 2025Q1: 12,155 shares; 2025Q2: 6,385 shares; 2025Q3: 6,385 shares; 2025Q4: 6,385 shares; 2026Q1: 6,385 shares 6,385 $1.34M 0.08% 0 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: 5,322 shares; 2024Q4: 5,457 shares; 2025Q1: 5,557 shares; 2025Q2: 5,557 shares; 2025Q3: 5,562 shares; 2025Q4: 5,642 shares; 2026Q1: 5,642 shares 5,642 $1.27M 0.08% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,760 shares; 2024Q4: 21,168 shares; 2025Q1: 22,696 shares; 2025Q2: 8,138 shares; 2025Q3: 8,138 shares; 2025Q4: 8,038 shares; 2026Q1: 7,351 shares 7,351 $1.27M 0.08% -687 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 6,092 shares; 2025Q4: 6,092 shares; 2026Q1: 5,857 shares 5,857 $1.27M 0.08% -235 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,860 shares; 2024Q4: 21,325 shares; 2025Q1: 18,630 shares; 2025Q2: 17,606 shares; 2025Q3: 11,914 shares; 2025Q4: 11,914 shares; 2026Q1: 11,914 shares 11,914 $1.15M 0.07% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 55,000 shares 55,000 $1.14M 0.07% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares 2,298 $1.09M 0.07% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,699 shares; 2024Q4: 18,699 shares; 2025Q1: 11,309 shares; 2025Q2: 11,234 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 9,325 shares 9,325 $1.08M 0.07% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares 5,050 $1.08M 0.07% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,573 shares; 2024Q4: 10,573 shares; 2025Q1: 10,573 shares; 2025Q2: 10,573 shares; 2025Q3: 10,573 shares; 2025Q4: 10,573 shares; 2026Q1: 10,573 shares 10,573 $1.05M 0.06% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,966 shares; 2025Q4: 8,966 shares; 2026Q1: 8,966 shares 8,966 $1.01M 0.06% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,785 shares; 2024Q4: 16,940 shares; 2025Q1: 16,940 shares; 2025Q2: 16,940 shares; 2025Q3: 16,940 shares; 2025Q4: 16,940 shares; 2026Q1: 16,940 shares 16,940 $958K 0.06% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares 3,887 $944K 0.06% 0 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,512 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,512 shares; 2026Q1: 7,512 shares 7,512 $933K 0.06% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares 2,882 $924K 0.06% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $922K 0.06% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $918K 0.06% 0 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,000 shares; 2024Q4: 42,000 shares; 2025Q1: 42,000 shares; 2025Q2: 42,000 shares; 2025Q3: 42,000 shares; 2025Q4: 42,000 shares; 2026Q1: 42,000 shares 42,000 $863K 0.05% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares 1,431 $848K 0.05% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 11,386 shares; 2025Q1: 11,338 shares; 2025Q2: 11,280 shares; 2025Q3: 11,196 shares; 2025Q4: 11,196 shares; 2026Q1: 11,196 shares 11,196 $843K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,355 shares; 2024Q4: 37,355 shares; 2025Q1: 37,037 shares; 2025Q2: 28,987 shares; 2025Q3: 28,987 shares; 2025Q4: 29,034 shares; 2026Q1: 29,034 shares 29,034 $841K 0.05% 0 Timeline BATRK 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: 25,450 shares; 2024Q4: 25,448 shares; 2025Q1: 24,352 shares; 2025Q2: 24,357 shares; 2025Q3: 24,080 shares; 2025Q4: 20,038 shares; 2026Q1: 19,565 shares 19,565 $835K 0.05% -473 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: 8,344 shares; 2024Q4: 8,344 shares; 2025Q1: 8,344 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares 8,344 $811K 0.05% 0 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: not reported; 2025Q4: 6,875 shares; 2026Q1: 11,615 shares 11,615 $802K 0.05% +4,740 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880 $783K 0.05% 0 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: 11,386 shares; 2024Q4: 11,386 shares; 2025Q1: 11,096 shares; 2025Q2: 10,696 shares; 2025Q3: 10,236 shares; 2025Q4: 10,236 shares; 2026Q1: 10,236 shares 10,236 $778K 0.05% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 16,041 shares; 2025Q1: 14,749 shares; 2025Q2: 14,749 shares; 2025Q3: 14,749 shares; 2025Q4: 15,473 shares; 2026Q1: 15,469 shares 15,469 $768K 0.05% -4 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $756K 0.05% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685 $684K 0.04% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,617 shares; 2025Q2: 1,602 shares; 2025Q3: 1,562 shares; 2025Q4: 1,552 shares; 2026Q1: 1,542 shares 1,542 $657K 0.04% -10 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,365 shares; 2024Q4: 20,365 shares; 2025Q1: 20,365 shares; 2025Q2: 20,365 shares; 2025Q3: 19,870 shares; 2025Q4: 19,870 shares; 2026Q1: 19,870 shares 19,870 $607K 0.04% 0 Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601,818 shares; 2024Q4: 591,923 shares; 2025Q1: 591,891 shares; 2025Q2: 485,348 shares; 2025Q3: 485,348 shares; 2025Q4: 282,861 shares; 2026Q1: 68,906 shares 68,906 $607K 0.04% -213,955 Timeline VWDRY VESTAS WIND SYSTEMS AS AMER DE More: the full row for VESTAS WIND SYSTEMS AS AMER DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,900 shares; 2024Q4: 91,900 shares; 2025Q1: 99,775 shares; 2025Q2: 65,300 shares; 2025Q3: 60,950 shares; 2025Q4: 60,950 shares; 2026Q1: 60,950 shares 60,950 $595K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $582K 0.04% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,745 shares; 2024Q4: 69,745 shares; 2025Q1: 69,745 shares; 2025Q2: 69,745 shares; 2025Q3: 46,495 shares; 2025Q4: 46,495 shares; 2026Q1: 23,245 shares 23,245 $549K 0.03% -23,250 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 5,000 shares; 2026Q1: 4,000 shares 4,000 $541K 0.03% -1,000 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: 2,839 shares; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares; 2025Q3: 2,839 shares; 2025Q4: 2,839 shares; 2026Q1: 2,839 shares 2,839 $529K 0.03% 0 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 20,255 shares; 2025Q1: 20,255 shares; 2025Q2: 25,255 shares; 2025Q3: 25,255 shares; 2025Q4: 25,255 shares; 2026Q1: 25,255 shares 25,255 $529K 0.03% 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: 11,370 shares; 2024Q4: 11,370 shares; 2025Q1: 11,370 shares; 2025Q2: 9,696 shares; 2025Q3: 8,316 shares; 2025Q4: 4,824 shares; 2026Q1: 4,410 shares 4,410 $521K 0.03% -414 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,040 shares; 2024Q4: 92,029 shares; 2025Q1: 57,303 shares; 2025Q2: 14,601 shares; 2025Q3: 12,062 shares; 2025Q4: 11,734 shares; 2026Q1: 11,734 shares 11,734 $517K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $511K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 15,646 shares; 2025Q1: 15,646 shares; 2025Q2: 15,646 shares; 2025Q3: 15,646 shares; 2025Q4: 15,646 shares; 2026Q1: 13,646 shares 13,646 $507K 0.03% -2,000 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $484K 0.03% 0 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: 5,690 shares; 2024Q4: 5,890 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,890 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares 5,860 $457K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares 1,329 $417K 0.03% 0 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: 6,150 shares; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares 6,150 $394K 0.02% 0 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: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,000 shares 2,000 $388K 0.02% -70 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: 1,700 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares 1,245 $385K 0.02% 0 Timeline GLIBA LIBERTY CAP CORP More: the full row for LIBERTY CAP 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: 10,306 shares; 2025Q4: 10,249 shares; 2026Q1: 10,254 shares 10,254 $377K 0.02% +5 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $358K 0.02% 0 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: 18,450 shares; 2024Q4: 18,450 shares; 2025Q1: 18,305 shares; 2025Q2: 18,305 shares; 2025Q3: 18,305 shares; 2025Q4: 18,305 shares; 2026Q1: 18,305 shares 18,305 $358K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares 1,790 $356K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $346K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $346K 0.02% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $344K 0.02% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,324 shares; 2025Q1: 5,323 shares; 2025Q2: 5,323 shares; 2025Q3: 5,271 shares; 2025Q4: 5,218 shares; 2026Q1: 4,820 shares 4,820 $343K 0.02% -398 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,550 shares 1,550 $339K 0.02% -200 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares 492 $335K 0.02% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $326K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,602 shares 1,602 $312K 0.02% +100 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $299K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $298K 0.02% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,000 shares 45,000 $298K 0.02% new Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $295K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 1,675 shares; 2026Q1: 2,000 shares 2,000 $294K 0.02% +325 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares 834 $293K 0.02% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 6,500 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $289K 0.02% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $280K 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $280K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,000 shares; 2025Q1: 1,800 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $270K 0.02% 0 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: 675 shares; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $268K 0.02% 0 Timeline NVZMY NOVOZYMES NOVOZYMES B ADR (DNK More: the full row for NOVOZYMES NOVOZYMES B ADR (DNK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $265K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $260K 0.02% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $252K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $252K 0.02% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $252K 0.02% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,610 shares; 2025Q1: 8,610 shares; 2025Q2: 13,863 shares; 2025Q3: 14,163 shares; 2025Q4: 4,143 shares; 2026Q1: 1,128 shares 1,128 $243K 0.02% -3,015 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $239K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $225K 0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $223K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $221K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 824 shares 824 $219K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,233 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,433 shares 2,433 $215K 0.01% +200 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $209K 0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV 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: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $208K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $204K 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares 1,341 $201K 0.01% 0 Timeline LDGYY LANDIS GYR GROUP AG UNSPONSORE More: the full row for LANDIS GYR GROUP AG UNSPONSORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $188K 0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $181K 0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000 $148K 0.01% 0 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 13,000 shares 13,000 $130K 0.01% +1,000 Timeline