SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,366 shares; 2025Q2: 205,051 shares; 2025Q3: 355,526 shares; 2025Q4: 374,028 shares; 2026Q1: 418,213 shares 418,213 $17.4M 6.49% +44,185 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,879 shares; 2025Q2: 242,517 shares; 2025Q3: 466,819 shares; 2025Q4: 481,795 shares; 2026Q1: 527,697 shares 527,697 $17.2M 6.42% +45,902 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,933 shares; 2025Q2: 180,350 shares; 2025Q3: 310,134 shares; 2025Q4: 324,959 shares; 2026Q1: 366,602 shares 366,602 $16.7M 6.23% +41,643 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,667 shares; 2024Q4: 104,017 shares; 2025Q1: 103,007 shares; 2025Q2: 97,863 shares; 2025Q3: 80,119 shares; 2025Q4: 66,592 shares; 2026Q1: 48,501 shares 48,501 $13.1M 4.9% -18,091 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,300 shares; 2025Q2: 32,504 shares; 2025Q3: 27,157 shares; 2025Q4: 22,489 shares; 2026Q1: 16,585 shares 16,585 $10.5M 3.93% -5,904 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,408 shares; 2024Q4: 261,567 shares; 2025Q1: 253,062 shares; 2025Q2: 231,007 shares; 2025Q3: 206,534 shares; 2025Q4: 176,001 shares; 2026Q1: 146,689 shares 146,689 $9.6M 3.58% -29,312 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,311 shares; 2025Q2: 133,402 shares; 2025Q3: 269,569 shares; 2025Q4: 279,314 shares; 2026Q1: 310,285 shares 310,285 $8.57M 3.2% +30,971 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,358 shares; 2025Q2: 100,793 shares; 2025Q3: 180,979 shares; 2025Q4: 192,173 shares; 2026Q1: 218,418 shares 218,418 $7.95M 2.97% +26,245 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,253 shares; 2025Q2: 104,033 shares; 2025Q3: 215,792 shares; 2025Q4: 221,084 shares; 2026Q1: 241,383 shares 241,383 $7.9M 2.95% +20,299 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,042 shares; 2024Q4: 21,960 shares; 2025Q1: 21,564 shares; 2025Q2: 20,075 shares; 2025Q3: 17,330 shares; 2025Q4: 14,169 shares; 2026Q1: 11,135 shares 11,135 $5.99M 2.24% -3,034 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,136 shares; 2024Q4: 43,656 shares; 2025Q1: 37,280 shares; 2025Q2: 30,384 shares; 2025Q3: 27,474 shares; 2025Q4: 23,510 shares; 2026Q1: 19,279 shares 19,279 $5.82M 2.17% -4,231 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,568 shares; 2024Q4: 32,649 shares; 2025Q1: 31,372 shares; 2025Q2: 29,524 shares; 2025Q3: 26,751 shares; 2025Q4: 22,833 shares; 2026Q1: 18,759 shares 18,759 $5.43M 2.03% -4,074 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: 31,038 shares; 2024Q4: 28,608 shares; 2025Q1: 28,068 shares; 2025Q2: 25,921 shares; 2025Q3: 23,832 shares; 2025Q4: 19,995 shares; 2026Q1: 16,216 shares 16,216 $5.09M 1.9% -3,779 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: 47,311 shares; 2024Q4: 41,737 shares; 2025Q1: 40,976 shares; 2025Q2: 37,712 shares; 2025Q3: 33,387 shares; 2025Q4: 27,297 shares; 2026Q1: 21,548 shares 21,548 $4.69M 1.75% -5,749 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,952 shares; 2024Q4: 23,298 shares; 2025Q1: 23,293 shares; 2025Q2: 22,164 shares; 2025Q3: 18,544 shares; 2025Q4: 14,952 shares; 2026Q1: 11,198 shares 11,198 $4.25M 1.59% -3,754 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,317 shares; 2024Q4: 80,777 shares; 2025Q1: 80,067 shares; 2025Q2: 75,719 shares; 2025Q3: 68,541 shares; 2025Q4: 58,914 shares; 2026Q1: 48,172 shares 48,172 $4.09M 1.53% -10,742 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,761 shares; 2024Q4: 63,041 shares; 2025Q1: 62,073 shares; 2025Q2: 58,555 shares; 2025Q3: 51,224 shares; 2025Q4: 40,972 shares; 2026Q1: 29,613 shares 29,613 $3.84M 1.44% -11,359 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,930 shares; 2024Q4: 331,523 shares; 2025Q1: 317,373 shares; 2025Q2: 324,603 shares; 2025Q3: 314,373 shares; 2025Q4: 313,773 shares; 2026Q1: 88,991 shares 88,991 $3.72M 1.39% -224,782 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,526 shares; 2024Q4: 77,060 shares; 2025Q1: 76,138 shares; 2025Q2: 72,992 shares; 2025Q3: 65,950 shares; 2025Q4: 55,480 shares; 2026Q1: 42,514 shares 42,514 $3.62M 1.35% -12,966 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: 14,404 shares; 2024Q4: 13,177 shares; 2025Q1: 13,297 shares; 2025Q2: 12,798 shares; 2025Q3: 12,396 shares; 2025Q4: 10,092 shares; 2026Q1: 9,337 shares 9,337 $3.46M 1.29% -755 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,720 shares; 2024Q4: 13,097 shares; 2025Q1: 12,647 shares; 2025Q2: 11,881 shares; 2025Q3: 10,394 shares; 2025Q4: 8,496 shares; 2026Q1: 6,846 shares 6,846 $3.28M 1.22% -1,650 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: 22,640 shares; 2024Q4: 40,278 shares; 2025Q1: 39,302 shares; 2025Q2: 36,428 shares; 2025Q3: 32,431 shares; 2025Q4: 26,066 shares; 2026Q1: 20,099 shares 20,099 $3.22M 1.2% -5,967 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,688 shares; 2024Q4: 48,467 shares; 2025Q1: 47,180 shares; 2025Q2: 45,274 shares; 2025Q3: 39,639 shares; 2025Q4: 33,414 shares; 2026Q1: 24,949 shares 24,949 $3.18M 1.19% -8,465 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,494 shares; 2024Q4: 43,860 shares; 2025Q1: 42,935 shares; 2025Q2: 41,056 shares; 2025Q3: 34,316 shares; 2025Q4: 28,932 shares; 2026Q1: 18,237 shares 18,237 $3.08M 1.15% -10,695 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: 120,329 shares; 2024Q4: 76,369 shares; 2025Q1: 73,403 shares; 2025Q2: 66,965 shares; 2025Q3: 60,246 shares; 2025Q4: 48,279 shares; 2026Q1: 37,406 shares 37,406 $3.06M 1.14% -10,873 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: 9,397 shares; 2024Q4: 9,397 shares; 2025Q1: 9,397 shares; 2025Q2: 9,397 shares; 2025Q3: 9,397 shares; 2025Q4: 9,397 shares; 2026Q1: 9,397 shares 9,397 $3.01M 1.13% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,887 shares; 2025Q1: 30,620 shares; 2025Q2: 29,500 shares; 2025Q3: 26,101 shares; 2025Q4: 22,035 shares; 2026Q1: 16,551 shares 16,551 $2.93M 1.09% -5,484 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,558 shares; 2024Q4: 220,911 shares; 2025Q1: 211,091 shares; 2025Q2: 201,611 shares; 2025Q3: 169,134 shares; 2025Q4: 140,525 shares; 2026Q1: 85,299 shares 85,299 $2.9M 1.08% -55,226 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,016 shares; 2024Q4: 156,685 shares; 2025Q1: 144,295 shares; 2025Q2: 125,108 shares; 2025Q3: 111,340 shares; 2025Q4: 93,272 shares; 2026Q1: 68,087 shares 68,087 $2.74M 1.02% -25,185 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,333 shares; 2024Q4: 112,187 shares; 2025Q1: 111,077 shares; 2025Q2: 107,421 shares; 2025Q3: 88,915 shares; 2025Q4: 75,124 shares; 2026Q1: 52,485 shares 52,485 $2.71M 1.01% -22,639 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,393 shares; 2024Q4: 352,816 shares; 2025Q1: 354,734 shares; 2025Q2: 344,716 shares; 2025Q3: 282,376 shares; 2025Q4: 232,997 shares; 2026Q1: 161,509 shares 161,509 $2.7M 1.01% -71,488 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: 27,113 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares 4,165 $2.49M 0.93% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,687 shares; 2024Q4: 155,598 shares; 2025Q1: 153,749 shares; 2025Q2: 149,379 shares; 2025Q3: 134,849 shares; 2025Q4: 112,034 shares; 2026Q1: 82,482 shares 82,482 $2.48M 0.93% -29,552 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,324 shares; 2024Q4: 135,445 shares; 2025Q1: 132,838 shares; 2025Q2: 123,223 shares; 2025Q3: 102,969 shares; 2025Q4: 74,813 shares; 2026Q1: 48,433 shares 48,433 $2.43M 0.91% -26,380 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: 31,517 shares; 2024Q4: 31,517 shares; 2025Q1: 31,517 shares; 2025Q2: 31,517 shares; 2025Q3: 31,517 shares; 2025Q4: 31,517 shares; 2026Q1: 31,517 shares 31,517 $2.43M 0.91% 0 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: 87,750 shares; 2024Q4: 77,960 shares; 2025Q1: 76,859 shares; 2025Q2: 72,547 shares; 2025Q3: 57,961 shares; 2025Q4: 46,559 shares; 2026Q1: 27,179 shares 27,179 $1.95M 0.73% -19,380 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: 9,781 shares; 2024Q4: 9,626 shares; 2025Q1: 9,468 shares; 2025Q2: 9,681 shares; 2025Q3: 10,986 shares; 2025Q4: 11,011 shares; 2026Q1: 11,239 shares 11,239 $1.91M 0.71% +228 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,682 shares; 2024Q4: 30,502 shares; 2025Q1: 30,261 shares; 2025Q2: 28,188 shares; 2025Q3: 22,623 shares; 2025Q4: 18,353 shares; 2026Q1: 12,067 shares 12,067 $1.88M 0.7% -6,286 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,358 shares; 2024Q4: 88,072 shares; 2025Q1: 90,161 shares; 2025Q2: 87,602 shares; 2025Q3: 75,488 shares; 2025Q4: 59,399 shares; 2026Q1: 35,958 shares 35,958 $1.81M 0.68% -23,441 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,126 shares; 2024Q4: 61,920 shares; 2025Q1: 60,792 shares; 2025Q2: 57,545 shares; 2025Q3: 50,811 shares; 2025Q4: 41,840 shares; 2026Q1: 22,027 shares 22,027 $1.67M 0.62% -19,813 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to 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: 53,464 shares 53,464 $1.67M 0.62% new 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares 2,488 $1.63M 0.61% 0 Timeline ZD ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,763 shares; 2024Q4: 127,612 shares; 2025Q1: 126,144 shares; 2025Q2: 121,300 shares; 2025Q3: 101,741 shares; 2025Q4: 79,515 shares; 2026Q1: 38,280 shares 38,280 $1.61M 0.6% -41,235 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,518 shares; 2024Q4: 25,224 shares; 2025Q1: 24,495 shares; 2025Q2: 23,042 shares; 2025Q3: 19,315 shares; 2025Q4: 15,807 shares; 2026Q1: 11,129 shares 11,129 $1.59M 0.59% -4,678 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,127 shares; 2024Q4: 312,575 shares; 2025Q1: 306,625 shares; 2025Q2: 288,396 shares; 2025Q3: 249,016 shares; 2025Q4: 197,893 shares; 2026Q1: 106,315 shares 106,315 $1.57M 0.59% -91,578 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,290 shares; 2024Q4: 50,731 shares; 2025Q1: 48,438 shares; 2025Q2: 44,084 shares; 2025Q3: 35,161 shares; 2025Q4: 27,909 shares; 2026Q1: 22,346 shares 22,346 $1.52M 0.57% -5,563 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: not reported; 2024Q4: 119 shares; 2025Q1: 629 shares; 2025Q2: 1,284 shares; 2025Q3: 2,854 shares; 2025Q4: 2,581 shares; 2026Q1: 8,192 shares 8,192 $1.43M 0.53% +5,611 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,401 shares; 2024Q4: 37,541 shares; 2025Q1: 44,126 shares; 2025Q2: 58,702 shares; 2025Q3: 51,110 shares; 2025Q4: 42,125 shares; 2026Q1: 25,428 shares 25,428 $1.39M 0.52% -16,697 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 16,459 shares; 2025Q1: 16,196 shares; 2025Q2: 15,534 shares; 2025Q3: 12,932 shares; 2025Q4: 11,064 shares; 2026Q1: 5,423 shares 5,423 $1.35M 0.51% -5,641 Timeline AMSF AMERISAFE INC More: the full row for AMERISAFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,642 shares; 2024Q4: 132,240 shares; 2025Q1: 130,612 shares; 2025Q2: 122,844 shares; 2025Q3: 104,002 shares; 2025Q4: 80,439 shares; 2026Q1: 38,523 shares 38,523 $1.28M 0.48% -41,916 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: 2,833 shares; 2024Q4: 2,926 shares; 2025Q1: 3,042 shares; 2025Q2: 2,880 shares; 2025Q3: 3,568 shares; 2025Q4: 4,098 shares; 2026Q1: 4,857 shares 4,857 $1.23M 0.46% +759 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: 38,644 shares; 2024Q4: 33,296 shares; 2025Q1: 32,441 shares; 2025Q2: 29,450 shares; 2025Q3: 26,398 shares; 2025Q4: 20,872 shares; 2026Q1: 13,334 shares 13,334 $1.21M 0.45% -7,538 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: 6,945 shares; 2026Q1: 6,945 shares 6,945 $1.19M 0.44% 0 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,642 shares; 2025Q1: 33,642 shares; 2025Q2: 33,642 shares; 2025Q3: 33,642 shares; 2025Q4: 33,642 shares; 2026Q1: 33,642 shares 33,642 $1.15M 0.43% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,919 shares; 2024Q4: 47,591 shares; 2025Q1: 49,068 shares; 2025Q2: 48,026 shares; 2025Q3: 42,235 shares; 2025Q4: 36,527 shares; 2026Q1: 21,438 shares 21,438 $1.15M 0.43% -15,089 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,898 shares; 2024Q4: 75,378 shares; 2025Q1: 74,777 shares; 2025Q2: 69,506 shares; 2025Q3: 55,366 shares; 2025Q4: 46,889 shares; 2026Q1: 30,077 shares 30,077 $1.13M 0.42% -16,812 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,706 shares; 2024Q4: 48,421 shares; 2025Q1: 47,674 shares; 2025Q2: 42,695 shares; 2025Q3: 35,862 shares; 2025Q4: 26,841 shares; 2026Q1: 19,311 shares 19,311 $1.1M 0.41% -7,530 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,393 shares; 2024Q4: 288,530 shares; 2025Q1: 282,024 shares; 2025Q2: 269,560 shares; 2025Q3: 218,816 shares; 2025Q4: 159,854 shares; 2026Q1: 92,406 shares 92,406 $1.07M 0.4% -67,448 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: 5,999 shares; 2024Q4: 5,999 shares; 2025Q1: 5,999 shares; 2025Q2: 5,999 shares; 2025Q3: 5,999 shares; 2025Q4: 6,239 shares; 2026Q1: 3,383 shares 3,383 $886K 0.33% -2,856 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: 25,811 shares; 2024Q4: 23,358 shares; 2025Q1: 22,927 shares; 2025Q2: 20,839 shares; 2025Q3: 17,574 shares; 2025Q4: 13,978 shares; 2026Q1: 10,327 shares 10,327 $880K 0.33% -3,651 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: 4,231 shares; 2024Q4: 4,262 shares; 2025Q1: 4,402 shares; 2025Q2: 4,402 shares; 2025Q3: 4,277 shares; 2025Q4: 4,177 shares; 2026Q1: 4,213 shares 4,213 $877K 0.33% +36 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: 18,676 shares; 2024Q4: 7,842 shares; 2025Q1: 7,638 shares; 2025Q2: 7,638 shares; 2025Q3: 7,554 shares; 2025Q4: 7,012 shares; 2026Q1: 7,012 shares 7,012 $872K 0.33% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 6,955 shares; 2025Q1: 6,836 shares; 2025Q2: 7,022 shares; 2025Q3: 5,847 shares; 2025Q4: 4,842 shares; 2026Q1: 2,998 shares 2,998 $811K 0.3% -1,844 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: 46,044 shares; 2024Q4: 39,578 shares; 2025Q1: 39,513 shares; 2025Q2: 34,600 shares; 2025Q3: 29,017 shares; 2025Q4: 24,438 shares; 2026Q1: 17,646 shares 17,646 $779K 0.29% -6,792 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: 10,408 shares; 2024Q4: 9,961 shares; 2025Q1: 9,270 shares; 2025Q2: 8,676 shares; 2025Q3: 8,271 shares; 2025Q4: 8,057 shares; 2026Q1: 7,414 shares 7,414 $761K 0.28% -643 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,998 shares; 2024Q4: 57,013 shares; 2025Q1: 56,032 shares; 2025Q2: 51,144 shares; 2025Q3: 43,054 shares; 2025Q4: 28,638 shares; 2026Q1: 19,509 shares 19,509 $745K 0.28% -9,129 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,435 shares; 2024Q4: 17,504 shares; 2025Q1: 17,294 shares; 2025Q2: 16,264 shares; 2025Q3: 13,814 shares; 2025Q4: 10,441 shares; 2026Q1: 7,702 shares 7,702 $743K 0.28% -2,739 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: 2,275 shares; 2024Q4: 2,336 shares; 2025Q1: 2,182 shares; 2025Q2: 2,210 shares; 2025Q3: 2,215 shares; 2025Q4: 2,294 shares; 2026Q1: 2,499 shares 2,499 $735K 0.27% +205 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: 10,733 shares; 2024Q4: 9,685 shares; 2025Q1: 9,479 shares; 2025Q2: 8,597 shares; 2025Q3: 7,702 shares; 2025Q4: 5,906 shares; 2026Q1: 4,699 shares 4,699 $730K 0.27% -1,207 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: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 6,212 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares 5,950 $706K 0.26% 0 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: 333 shares; 2024Q4: 291 shares; 2025Q1: 281 shares; 2025Q2: 259 shares; 2025Q3: 235 shares; 2025Q4: 205 shares; 2026Q1: 166 shares 166 $699K 0.26% -39 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,042 shares; 2025Q2: 1,165 shares; 2025Q3: 1,728 shares; 2025Q4: 1,262 shares; 2026Q1: 2,230 shares 2,230 $640K 0.24% +968 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,798 shares; 2024Q4: 100,274 shares; 2025Q1: 101,964 shares; 2025Q2: 98,792 shares; 2025Q3: 85,449 shares; 2025Q4: 73,070 shares; 2026Q1: 35,263 shares 35,263 $617K 0.23% -37,807 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: 1,956 shares; 2024Q4: 1,983 shares; 2025Q1: 2,002 shares; 2025Q2: 2,077 shares; 2025Q3: 2,761 shares; 2025Q4: 2,746 shares; 2026Q1: 2,954 shares 2,954 $611K 0.23% +208 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,535 shares; 2024Q4: 58,669 shares; 2025Q1: 59,435 shares; 2025Q2: 62,999 shares; 2025Q3: 53,763 shares; 2025Q4: 39,156 shares; 2026Q1: 20,464 shares 20,464 $598K 0.22% -18,692 Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,699 shares; 2024Q4: 183,188 shares; 2025Q1: 197,205 shares; 2025Q2: 197,792 shares; 2025Q3: 161,221 shares; 2025Q4: 132,893 shares; 2026Q1: 68,580 shares 68,580 $591K 0.22% -64,313 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,983 shares; 2024Q4: 112,132 shares; 2025Q1: 110,342 shares; 2025Q2: 98,791 shares; 2025Q3: 83,179 shares; 2025Q4: 55,986 shares; 2026Q1: 31,958 shares 31,958 $576K 0.21% -24,028 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: 28,756 shares; 2024Q4: 25,855 shares; 2025Q1: 25,925 shares; 2025Q2: 24,933 shares; 2025Q3: 22,642 shares; 2025Q4: 19,886 shares; 2026Q1: 12,611 shares 12,611 $570K 0.21% -7,275 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: 1,489 shares; 2024Q4: 1,623 shares; 2025Q1: 1,573 shares; 2025Q2: 1,609 shares; 2025Q3: 2,136 shares; 2025Q4: 2,276 shares; 2026Q1: 2,263 shares 2,263 $553K 0.21% -13 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: not reported; 2024Q4: 560 shares; 2025Q1: 441 shares; 2025Q2: 646 shares; 2025Q3: 1,155 shares; 2025Q4: 1,040 shares; 2026Q1: 2,605 shares 2,605 $543K 0.2% +1,565 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: 16,676 shares; 2024Q4: 14,751 shares; 2025Q1: 14,247 shares; 2025Q2: 12,748 shares; 2025Q3: 10,836 shares; 2025Q4: 8,035 shares; 2026Q1: 5,569 shares 5,569 $537K 0.2% -2,466 Timeline VLUE 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: 3,924 shares; 2024Q4: 3,924 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,924 shares; 2025Q4: 3,924 shares; 2026Q1: 3,647 shares 3,647 $519K 0.19% -277 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,568 shares; 2024Q4: 49,314 shares; 2025Q1: 62,388 shares; 2025Q2: 69,899 shares; 2025Q3: 61,919 shares; 2025Q4: 53,925 shares; 2026Q1: 25,790 shares 25,790 $473K 0.18% -28,135 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: 275 shares; 2024Q4: 287 shares; 2025Q1: 297 shares; 2025Q2: 306 shares; 2025Q3: 319 shares; 2025Q4: 386 shares; 2026Q1: 424 shares 424 $422K 0.16% +38 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,679 shares; 2025Q1: 1,697 shares; 2025Q2: 1,728 shares; 2025Q3: 1,875 shares; 2025Q4: 1,805 shares; 2026Q1: 1,700 shares 1,700 $412K 0.15% -105 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: not reported; 2024Q4: 62 shares; 2025Q1: 246 shares; 2025Q2: 345 shares; 2025Q3: 496 shares; 2025Q4: 558 shares; 2026Q1: 1,343 shares 1,343 $386K 0.14% +785 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,419 shares; 2024Q4: 29,410 shares; 2025Q1: 29,112 shares; 2025Q2: 27,199 shares; 2025Q3: 22,155 shares; 2025Q4: 13,758 shares; 2026Q1: 8,365 shares 8,365 $348K 0.13% -5,393 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,263 shares; 2024Q4: 36,983 shares; 2025Q1: 43,343 shares; 2025Q2: 48,349 shares; 2025Q3: 47,668 shares; 2025Q4: 36,471 shares; 2026Q1: 19,988 shares 19,988 $344K 0.13% -16,483 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: not reported; 2024Q4: 2,361 shares; 2025Q1: 3,581 shares; 2025Q2: 3,581 shares; 2025Q3: 3,581 shares; 2025Q4: 3,581 shares; 2026Q1: 3,581 shares 3,581 $324K 0.12% 0 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: not reported; 2024Q4: 1,721 shares; 2025Q1: 1,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,619 shares; 2026Q1: 1,633 shares 1,633 $315K 0.12% +14 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: not reported; 2024Q4: 189 shares; 2025Q1: 266 shares; 2025Q2: 335 shares; 2025Q3: 482 shares; 2025Q4: 600 shares; 2026Q1: 1,017 shares 1,017 $315K 0.12% +417 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,683 shares; 2025Q1: 1,714 shares; 2025Q2: 1,803 shares; 2025Q3: 2,520 shares; 2025Q4: 1,394 shares; 2026Q1: 2,042 shares 2,042 $295K 0.11% +648 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares; 2025Q4: 7,245 shares; 2026Q1: 7,245 shares 7,245 $294K 0.11% 0 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: 2,116 shares; 2024Q4: 2,085 shares; 2025Q1: 1,767 shares; 2025Q2: 1,738 shares; 2025Q3: 1,386 shares; 2025Q4: 1,365 shares; 2026Q1: 987 shares 987 $283K 0.11% -378 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,665 shares; 2024Q4: 37,994 shares; 2025Q1: 37,825 shares; 2025Q2: 36,100 shares; 2025Q3: 28,650 shares; 2025Q4: 24,470 shares; 2026Q1: 11,654 shares 11,654 $277K 0.1% -12,816 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: 2,530 shares; 2024Q4: 2,571 shares; 2025Q1: 2,637 shares; 2025Q2: 2,669 shares; 2025Q3: 2,729 shares; 2025Q4: 2,631 shares; 2026Q1: 2,821 shares 2,821 $262K 0.1% +190 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,241 shares; 2025Q1: 1,253 shares; 2025Q2: 1,261 shares; 2025Q3: 1,267 shares; 2025Q4: 1,264 shares; 2026Q1: 1,271 shares 1,271 $253K 0.09% +7 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: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 169 shares; 2025Q3: 240 shares; 2025Q4: 296 shares; 2026Q1: 661 shares 661 $246K 0.09% +365 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,442 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares 2,442 $226K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 687 shares; 2025Q1: 713 shares; 2025Q2: 731 shares; 2025Q3: 800 shares; 2025Q4: 677 shares; 2026Q1: 759 shares 759 $215K 0.08% +82 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 968 shares 968 $201K 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 749 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 749 shares; 2025Q4: 749 shares; 2026Q1: 757 shares 757 $197K 0.07% +8 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: 757 shares; 2024Q4: 763 shares; 2025Q1: 778 shares; 2025Q2: 761 shares; 2025Q3: 740 shares; 2025Q4: 693 shares; 2026Q1: 642 shares 642 $194K 0.07% -51 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: not reported; 2024Q4: 683 shares; 2025Q1: 924 shares; 2025Q2: 1,017 shares; 2025Q3: 1,520 shares; 2025Q4: 1,460 shares; 2026Q1: 1,564 shares 1,564 $188K 0.07% +104 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: not reported; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares 438 $187K 0.07% 0 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: 171 shares; 2025Q1: 182 shares; 2025Q2: 185 shares; 2025Q3: 201 shares; 2025Q4: 168 shares; 2026Q1: 212 shares 212 $185K 0.07% +44 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 369 shares; 2025Q1: 376 shares; 2025Q2: 382 shares; 2025Q3: 386 shares; 2025Q4: 380 shares; 2026Q1: 369 shares 369 $184K 0.07% -11 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: not reported; 2024Q4: 131 shares; 2025Q1: 152 shares; 2025Q2: 147 shares; 2025Q3: 142 shares; 2025Q4: 186 shares; 2026Q1: 200 shares 200 $184K 0.07% +14 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $178K 0.07% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 574 shares; 2025Q3: 580 shares; 2025Q4: 607 shares; 2026Q1: 607 shares 607 $176K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,298 shares; 2025Q3: 1,213 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $171K 0.06% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,140 shares; 2025Q1: 1,153 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 953 shares; 2026Q1: 1,058 shares 1,058 $169K 0.06% +105 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 138 shares; 2025Q2: 275 shares; 2025Q3: 430 shares; 2025Q4: 396 shares; 2026Q1: 827 shares 827 $168K 0.06% +431 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: 730 shares; 2025Q2: 688 shares; 2025Q3: 705 shares; 2025Q4: 696 shares; 2026Q1: 686 shares 686 $166K 0.06% -10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 176 shares; 2025Q3: 184 shares; 2025Q4: 163 shares; 2026Q1: 192 shares 192 $162K 0.06% +29 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: not reported; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 423 shares; 2025Q3: 406 shares; 2025Q4: 508 shares; 2026Q1: 508 shares 508 $158K 0.06% 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: not reported; 2024Q4: 120 shares; 2025Q1: 100 shares; 2025Q2: 159 shares; 2025Q3: 290 shares; 2025Q4: 282 shares; 2026Q1: 272 shares 272 $156K 0.06% -10 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: 197 shares; 2025Q1: 119 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 160 shares 160 $154K 0.06% +32 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,909 shares; 2024Q4: 58,270 shares; 2025Q1: 57,195 shares; 2025Q2: 51,867 shares; 2025Q3: 43,759 shares; 2025Q4: 28,153 shares; 2026Q1: 18,381 shares 18,381 $150K 0.06% -9,772 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: not reported; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,364 shares; 2025Q3: 1,574 shares; 2025Q4: 2,138 shares; 2026Q1: 1,930 shares 1,930 $150K 0.06% -208 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: not reported; 2024Q4: 677 shares; 2025Q1: 716 shares; 2025Q2: 748 shares; 2025Q3: 761 shares; 2025Q4: 732 shares; 2026Q1: 1,156 shares 1,156 $144K 0.05% +424 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: 743 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $132K 0.05% 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: not reported; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $118K 0.04% 0 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: not reported; 2024Q4: 617 shares; 2025Q1: 632 shares; 2025Q2: 653 shares; 2025Q3: 782 shares; 2025Q4: 711 shares; 2026Q1: 907 shares 907 $117K 0.04% +196 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,887 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 1,973 shares; 2025Q4: 1,887 shares; 2026Q1: 1,916 shares 1,916 $116K 0.04% +29 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: not reported; 2024Q4: 1,805 shares; 2025Q1: 1,882 shares; 2025Q2: 1,928 shares; 2025Q3: 1,954 shares; 2025Q4: 2,022 shares; 2026Q1: 2,377 shares 2,377 $116K 0.04% +355 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: 547 shares; 2025Q1: 577 shares; 2025Q2: 580 shares; 2025Q3: 613 shares; 2025Q4: 636 shares; 2026Q1: 787 shares 787 $116K 0.04% +151 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 239 shares; 2025Q2: 314 shares; 2025Q3: 705 shares; 2025Q4: 685 shares; 2026Q1: 675 shares 675 $112K 0.04% -10 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 342 shares 342 $110K 0.04% +6 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 470 shares; 2026Q1: 567 shares 567 $110K 0.04% +97 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 115 shares; 2025Q3: 118 shares; 2025Q4: 174 shares; 2026Q1: 178 shares 178 $108K 0.04% +4 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: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 179 shares; 2025Q3: 746 shares; 2025Q4: 1,839 shares; 2026Q1: 1,402 shares 1,402 $107K 0.04% -437 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: not reported; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares 1,571 $106K 0.04% 0 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: not reported; 2024Q4: 134 shares; 2025Q1: 122 shares; 2025Q2: 123 shares; 2025Q3: 259 shares; 2025Q4: 148 shares; 2026Q1: 322 shares 322 $106K 0.04% +174 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 179 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 297 shares; 2026Q1: 299 shares 299 $105K 0.04% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 512 shares; 2025Q3: 518 shares; 2025Q4: 504 shares; 2026Q1: 540 shares 540 $98.5K 0.04% +36 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: not reported; 2024Q4: 404 shares; 2025Q1: 410 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $98.1K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 351 shares; 2025Q3: 1,515 shares; 2025Q4: 1,315 shares; 2026Q1: 1,442 shares 1,442 $95.2K 0.04% +127 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 28 shares; 2025Q2: 42 shares; 2025Q3: 64 shares; 2025Q4: 380 shares; 2026Q1: 949 shares 949 $91.2K 0.03% +569 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 297 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 450 shares 450 $89.2K 0.03% +166 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228 shares; 2025Q1: 231 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 191 shares; 2026Q1: 205 shares 205 $88.6K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 56 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 430 shares 430 $85.2K 0.03% +421 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: not reported; 2024Q4: 200 shares; 2025Q1: 204 shares; 2025Q2: 217 shares; 2025Q3: 214 shares; 2025Q4: 209 shares; 2026Q1: 256 shares 256 $84.1K 0.03% +47 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 86 shares; 2025Q3: 141 shares; 2025Q4: 170 shares; 2026Q1: 236 shares 236 $80.7K 0.03% +66 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 149 shares; 2026Q1: 301 shares 301 $75.4K 0.03% +152 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $74K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,434 shares; 2025Q1: 2,219 shares; 2025Q2: 2,233 shares; 2025Q3: 2,356 shares; 2025Q4: 2,184 shares; 2026Q1: 2,459 shares 2,459 $70.6K 0.03% +275 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares 706 $69K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 685 shares; 2025Q3: 1,013 shares; 2025Q4: 386 shares; 2026Q1: 710 shares 710 $68.5K 0.03% +324 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 77 shares; 2025Q3: 92 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $67.5K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $65.6K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,201 shares; 2025Q2: 2,101 shares; 2025Q3: 2,083 shares; 2025Q4: 2,077 shares; 2026Q1: 606 shares 606 $64.8K 0.02% -1,471 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,389 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares; 2025Q4: 3,389 shares; 2026Q1: 3,389 shares 3,389 $60.2K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares 449 $58.9K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 727 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 724 shares 724 $58.6K 0.02% +11 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 358 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $55.2K 0.02% 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: not reported; 2024Q4: 800 shares; 2025Q1: 873 shares; 2025Q2: 1,222 shares; 2025Q3: 4,536 shares; 2025Q4: 3,499 shares; 2026Q1: 1,891 shares 1,891 $54.8K 0.02% -1,608 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 150 shares 150 $53.8K 0.02% -300 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 21 shares; 2025Q3: 135 shares; 2025Q4: 76 shares; 2026Q1: 157 shares 157 $53K 0.02% +81 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $52.9K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 2,671 shares; 2025Q2: 2,685 shares; 2025Q3: 2,812 shares; 2025Q4: 471 shares; 2026Q1: 588 shares 588 $52.7K 0.02% +117 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: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $52.6K 0.02% 0 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: 130 shares; 2025Q1: 146 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 220 shares; 2026Q1: 240 shares 240 $51.3K 0.02% +20 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: 600 shares; 2025Q1: 600 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $50.9K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 344 shares; 2025Q1: 335 shares; 2025Q2: 302 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $49.5K 0.02% 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: not reported; 2024Q4: 85 shares; 2025Q1: 91 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 96 shares; 2026Q1: 163 shares 163 $49.3K 0.02% +67 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: not reported; 2024Q4: 164 shares; 2025Q1: 170 shares; 2025Q2: 181 shares; 2025Q3: 172 shares; 2025Q4: 160 shares; 2026Q1: 276 shares 276 $47.6K 0.02% +116 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares 631 $47.5K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83 shares; 2025Q1: 96 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 143 shares; 2026Q1: 106 shares 106 $45.1K 0.02% -37 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 864 shares 864 $44.9K 0.02% +434 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 381 shares; 2025Q2: 375 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 454 shares 454 $44.7K 0.02% +90 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 26 shares; 2025Q3: 55 shares; 2025Q4: 19 shares; 2026Q1: 92 shares 92 $44.6K 0.02% +73 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: 30 shares; 2025Q2: 115 shares; 2025Q3: 300 shares; 2025Q4: 364 shares; 2026Q1: 612 shares 612 $44.5K 0.02% +248 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: 7 shares; 2025Q2: 10 shares; 2025Q3: 16 shares; 2025Q4: 23 shares; 2026Q1: 224 shares 224 $44.2K 0.02% +201 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 86 shares; 2025Q3: 148 shares; 2025Q4: 195 shares; 2026Q1: 301 shares 301 $44K 0.02% +106 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 229 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $43.9K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares 401 $42.6K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 162 shares; 2025Q3: 593 shares; 2025Q4: 1,295 shares; 2026Q1: 1,493 shares 1,493 $41K 0.02% +198 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 86 shares; 2025Q3: 330 shares; 2025Q4: 192 shares; 2026Q1: 309 shares 309 $40.8K 0.02% +117 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 163 shares 163 $39.1K 0.01% -160 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $38.4K 0.01% 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: not reported; 2024Q4: 1,344 shares; 2025Q1: 3,624 shares; 2025Q2: 3,673 shares; 2025Q3: 1,684 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $36.9K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 348 shares; 2026Q1: 343 shares 343 $36.3K 0.01% -5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 289 shares; 2025Q3: 358 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $35.7K 0.01% 0 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: not reported; 2024Q4: 58 shares; 2025Q1: 97 shares; 2025Q2: 84 shares; 2025Q3: 163 shares; 2025Q4: 256 shares; 2026Q1: 261 shares 261 $34.5K 0.01% +5 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 296 shares 296 $34.2K 0.01% +35 Timeline BKE BUCKLE INC More: the full row for BUCKLE 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: 689 shares; 2025Q3: 689 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $34K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 405 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 432 shares; 2025Q4: 300 shares; 2026Q1: 364 shares 364 $33.1K 0.01% +64 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83 shares; 2025Q2: 135 shares; 2025Q3: 174 shares; 2025Q4: 121 shares; 2026Q1: 681 shares 681 $32.7K 0.01% +560 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 37 shares; 2025Q3: 63 shares; 2025Q4: 55 shares; 2026Q1: 186 shares 186 $32.5K 0.01% +131 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: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $30.7K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 64 shares; 2025Q3: 119 shares; 2025Q4: 559 shares; 2026Q1: 772 shares 772 $30.1K 0.01% +213 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,501 shares; 2025Q3: 4,605 shares; 2025Q4: 337 shares; 2026Q1: 590 shares 590 $29.9K 0.01% +253 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 68 shares; 2025Q4: 621 shares; 2026Q1: 1,100 shares 1,100 $29.1K 0.01% +479 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 33 shares; 2026Q1: 130 shares 130 $28.2K 0.01% +97 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 21 shares; 2025Q3: 31 shares; 2025Q4: 45 shares; 2026Q1: 61 shares 61 $28.1K 0.01% +16 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 20 shares; 2025Q3: 107 shares; 2025Q4: 550 shares; 2026Q1: 796 shares 796 $28K 0.01% +246 Timeline DGRW 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: not reported; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $27.8K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 229 shares; 2025Q2: 252 shares; 2025Q3: 353 shares; 2025Q4: 124 shares; 2026Q1: 385 shares 385 $27.7K 0.01% +261 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 31 shares; 2025Q4: 26 shares; 2026Q1: 191 shares 191 $27.3K 0.01% +165 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 38 shares; 2025Q3: 38 shares; 2025Q4: 34 shares; 2026Q1: 97 shares 97 $27K 0.01% +63 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 384 shares; 2025Q2: 428 shares; 2025Q3: 161 shares; 2025Q4: 272 shares; 2026Q1: 191 shares 191 $26.6K 0.01% -81 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: not reported; 2024Q4: 9 shares; 2025Q1: 13 shares; 2025Q2: 16 shares; 2025Q3: 19 shares; 2025Q4: 17 shares; 2026Q1: 54 shares 54 $26.5K 0.01% +37 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 134 shares; 2025Q3: 358 shares; 2025Q4: 695 shares; 2026Q1: 459 shares 459 $26.5K 0.01% -236 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 18 shares; 2026Q1: 130 shares 130 $25.7K 0.01% +112 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: not reported; 2024Q4: 133 shares; 2025Q1: 158 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 196 shares; 2026Q1: 196 shares 196 $25.7K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $25.2K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 295 shares; 2025Q1: 327 shares; 2025Q2: 373 shares; 2025Q3: 505 shares; 2025Q4: 341 shares; 2026Q1: 540 shares 540 $25.2K 0.01% +199 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 109 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 103 shares; 2026Q1: 111 shares 111 $25.1K 0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $24.8K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 54 shares; 2026Q1: 90 shares 90 $24.8K 0.01% +36 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: 30 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 350 shares 350 $24.3K 0.01% +329 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 14 shares; 2025Q4: 8 shares; 2026Q1: 62 shares 62 $24.2K 0.01% +54 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481 shares; 2025Q1: 497 shares; 2025Q2: 488 shares; 2025Q3: 481 shares; 2025Q4: 481 shares; 2026Q1: 525 shares 525 $24K 0.01% +44 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 196 shares 196 $23.8K 0.01% +96 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: 161 shares; 2025Q1: 161 shares; 2025Q2: 206 shares; 2025Q3: 390 shares; 2025Q4: 349 shares; 2026Q1: 273 shares 273 $23.7K 0.01% -76 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 39 shares; 2025Q3: 88 shares; 2025Q4: 78 shares; 2026Q1: 127 shares 127 $23.1K 0.01% +49 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 121 shares; 2025Q3: 242 shares; 2025Q4: 78 shares; 2026Q1: 278 shares 278 $22.6K 0.01% +200 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 48 shares; 2025Q3: 61 shares; 2025Q4: 32 shares; 2026Q1: 237 shares 237 $22.3K 0.01% +205 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 25 shares; 2026Q1: 133 shares 133 $21.9K 0.01% +108 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 14 shares; 2025Q3: 51 shares; 2025Q4: 9 shares; 2026Q1: 145 shares 145 $21.8K 0.01% +136 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 102 shares; 2025Q2: 107 shares; 2025Q3: 116 shares; 2025Q4: 63 shares; 2026Q1: 160 shares 160 $21.8K 0.01% +97 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 12 shares; 2025Q3: 12 shares; 2025Q4: 58 shares; 2026Q1: 83 shares 83 $21.1K 0.01% +25 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 32 shares; 2026Q1: 321 shares 321 $20.9K 0.01% +289 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 104 shares; 2026Q1: 200 shares 200 $20.7K 0.01% +96 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 15 shares; 2026Q1: 51 shares 51 $20.2K 0.01% +36 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: not reported; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $20.2K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 152 shares; 2026Q1: 237 shares 237 $20.1K 0.01% +85 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 236 shares; 2025Q4: 53 shares; 2026Q1: 259 shares 259 $19.3K 0.01% +206 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 80 shares; 2025Q3: 285 shares; 2025Q4: 66 shares; 2026Q1: 177 shares 177 $19.2K 0.01% +111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 58 shares; 2025Q4: 66 shares; 2026Q1: 129 shares 129 $18.6K 0.01% +63 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $18.6K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 16 shares; 2025Q3: 23 shares; 2025Q4: 16 shares; 2026Q1: 90 shares 90 $18.6K 0.01% +74 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 3 shares; 2025Q3: 16 shares; 2025Q4: 7 shares; 2026Q1: 58 shares 58 $18.5K 0.01% +51 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares 132 $18.4K 0.01% 0 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: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $17.8K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 262 shares; 2025Q1: 308 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $17.6K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 24 shares; 2025Q3: 141 shares; 2025Q4: 23 shares; 2026Q1: 289 shares 289 $17.4K 0.01% +266 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares 290 $16.3K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 322 shares 322 $16.2K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 480 shares; 2026Q1: 481 shares 481 $16.1K 0.01% +1 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $16K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 17 shares; 2025Q3: 13 shares; 2025Q4: 42 shares; 2026Q1: 65 shares 65 $15.8K 0.01% +23 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 16 shares; 2026Q1: 56 shares 56 $15.6K 0.01% +40 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 22 shares; 2025Q3: 37 shares; 2025Q4: 22 shares; 2026Q1: 87 shares 87 $15.6K 0.01% +65 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 31 shares; 2025Q3: 74 shares; 2025Q4: 102 shares; 2026Q1: 92 shares 92 $15.6K 0.01% -10 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: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $15.5K 0.01% 0 Timeline SCZ 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: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $15K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 3 shares; 2026Q1: 35 shares 35 $14.9K 0.01% +32 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 25 shares; 2025Q3: 66 shares; 2025Q4: 54 shares; 2026Q1: 118 shares 118 $14.5K 0.01% +64 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 23 shares; 2025Q3: 94 shares; 2025Q4: 192 shares; 2026Q1: 228 shares 228 $14.3K 0.01% +36 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 11 shares; 2026Q1: 20 shares 20 $14.2K 0.01% +9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 31 shares; 2025Q2: 47 shares; 2025Q3: 28 shares; 2025Q4: 5 shares; 2026Q1: 75 shares 75 $14K 0.01% +70 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 29 shares; 2026Q1: 225 shares 225 $13.8K 0.01% +196 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46 shares 46 $13.7K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 50 shares; 2026Q1: 172 shares 172 $13.7K 0.01% +122 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: not reported; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 312 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $13.3K <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: not reported; 2025Q3: not reported; 2025Q4: 89 shares; 2026Q1: 190 shares 190 $13.2K <0.01% +101 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: 230 shares; 2026Q1: 230 shares 230 $13.1K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,484 shares; 2025Q1: 2,418 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 490 shares 490 $13K <0.01% -1,623 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: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 11 shares; 2026Q1: 38 shares 38 $12.6K <0.01% +27 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 155 shares; 2026Q1: 346 shares 346 $12.5K <0.01% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 17 shares; 2025Q4: 13 shares; 2026Q1: 41 shares 41 $12.5K <0.01% +28 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: 3,674 shares; 2024Q4: 1,680 shares; 2025Q1: 1,671 shares; 2025Q2: 1,629 shares; 2025Q3: 3,422 shares; 2025Q4: 505 shares; 2026Q1: 230 shares 230 $12.4K <0.01% -275 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 6 shares; 2025Q4: 65 shares; 2026Q1: 71 shares 71 $12.2K <0.01% +6 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: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $12.1K <0.01% 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: not reported; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $11.9K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 20 shares; 2025Q3: 37 shares; 2025Q4: 20 shares; 2026Q1: 37 shares 37 $11.9K <0.01% +17 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $11.8K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 60 shares; 2025Q4: 61 shares; 2026Q1: 102 shares 102 $11.8K <0.01% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 27 shares; 2026Q1: 21 shares 21 $11.8K <0.01% -6 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 90 shares; 2026Q1: 90 shares 90 $11.8K <0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $11.7K <0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 277 shares; 2025Q2: 282 shares; 2025Q3: 123 shares; 2025Q4: 130 shares; 2026Q1: 121 shares 121 $11.7K <0.01% -9 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 33 shares; 2025Q3: 140 shares; 2025Q4: not reported; 2026Q1: 119 shares 119 $11.4K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 330 shares; 2025Q2: 466 shares; 2025Q3: 147 shares; 2025Q4: 218 shares; 2026Q1: 353 shares 353 $11.3K <0.01% +135 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 38 shares 38 $11.2K <0.01% +31 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: 9 shares; 2025Q2: 4 shares; 2025Q3: 21 shares; 2025Q4: 33 shares; 2026Q1: 28 shares 28 $11.1K <0.01% -5 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD 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: 250 shares; 2026Q1: 250 shares 250 $11.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99 shares; 2025Q4: 638 shares; 2026Q1: 638 shares 638 $11K <0.01% 0 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: 6 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 14 shares; 2026Q1: 39 shares 39 $11K <0.01% +25 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $10.8K <0.01% 0 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 57 shares; 2025Q3: 80 shares; 2025Q4: not reported; 2026Q1: 167 shares 167 $10.7K <0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 350 shares; 2026Q1: 350 shares 350 $10.7K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $10.7K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $10.6K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $10.5K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 41 shares 41 $10.1K <0.01% +30 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 112 shares; 2026Q1: 100 shares 100 $9.77K <0.01% -12 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 24 shares; 2025Q4: 9 shares; 2026Q1: 56 shares 56 $9.71K <0.01% +47 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: not reported; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $9.61K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 48 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $9.58K <0.01% 0 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to 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: 325 shares; 2026Q1: 325 shares 325 $9.54K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 60 shares; 2025Q3: 78 shares; 2025Q4: 71 shares; 2026Q1: 117 shares 117 $9.37K <0.01% +46 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: not reported; 2025Q1: 33 shares; 2025Q2: 65 shares; 2025Q3: 141 shares; 2025Q4: 56 shares; 2026Q1: 62 shares 62 $9.31K <0.01% +6 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $9.08K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 30 shares; 2025Q3: 94 shares; 2025Q4: 44 shares; 2026Q1: 77 shares 77 $9.06K <0.01% +33 Timeline EPAM EPAM SYS INC More: the full row for EPAM 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: 64 shares 64 $8.67K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly 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 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 11 shares 11 $8.5K <0.01% +3 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 72 shares; 2026Q1: 96 shares 96 $8.34K <0.01% +24 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 167 shares; 2026Q1: 166 shares 166 $8.17K <0.01% -1 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 132 shares; 2025Q3: 78 shares; 2025Q4: 58 shares; 2026Q1: 174 shares 174 $8.16K <0.01% +116 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 22 shares; 2025Q3: 7 shares; 2025Q4: 24 shares; 2026Q1: 70 shares 70 $8.04K <0.01% +46 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: not reported; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares 96 $7.91K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 139 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $7.82K <0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 129 shares 129 $7.35K <0.01% +123 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 48 shares; 2025Q3: 222 shares; 2025Q4: 27 shares; 2026Q1: 97 shares 97 $7.02K <0.01% +70 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $6.68K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 99 shares; 2026Q1: 59 shares 59 $6.44K <0.01% -40 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 25 shares 25 $6.26K <0.01% +18 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: 30 shares; 2025Q3: 21 shares; 2025Q4: 31 shares; 2026Q1: 54 shares 54 $6.21K <0.01% +23 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $6.2K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 68 shares 68 $6.13K <0.01% +53 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: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $6K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 20 shares; 2026Q1: 57 shares 57 $5.96K <0.01% +37 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $5.95K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $5.9K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $5.86K <0.01% 0 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $5.78K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $5.71K <0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 31 shares; 2026Q1: 33 shares 33 $5.69K <0.01% +2 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 164 shares; 2025Q4: 120 shares; 2026Q1: 166 shares 166 $5.69K <0.01% +46 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: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: 57 shares 57 $5.65K <0.01% new 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: 21 shares; 2025Q3: 166 shares; 2025Q4: 46 shares; 2026Q1: 91 shares 91 $5.46K <0.01% +45 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $5.41K <0.01% 0 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: not reported; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 33 shares 33 $5.4K <0.01% +15 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 37 shares; 2025Q3: 53 shares; 2025Q4: 58 shares; 2026Q1: 72 shares 72 $5.14K <0.01% +14 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161 shares 161 $5.08K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $4.94K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $4.94K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 514 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.76K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 64 shares; 2025Q3: 229 shares; 2025Q4: 45 shares; 2026Q1: 251 shares 251 $4.73K <0.01% +206 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 41 shares; 2025Q3: 202 shares; 2025Q4: 630 shares; 2026Q1: 94 shares 94 $4.55K <0.01% -536 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: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 22 shares; 2026Q1: 16 shares 16 $4.26K <0.01% -6 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 4 shares; 2025Q4: 12 shares; 2026Q1: 36 shares 36 $4.24K <0.01% +24 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 16 shares; 2025Q4: 223 shares; 2026Q1: 95 shares 95 $4.1K <0.01% -128 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53 shares 53 $3.85K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 263 shares; 2025Q1: 326 shares; 2025Q2: 263 shares; 2025Q3: 259 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $3.84K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 12 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $3.75K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: not reported; 2026Q1: 22 shares 22 $3.61K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.47K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 276 shares; 2025Q1: 277 shares; 2025Q2: 257 shares; 2025Q3: 356 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $3.36K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 10 shares; 2026Q1: 14 shares 14 $3.35K <0.01% +4 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 22 shares; 2025Q3: 119 shares; 2025Q4: not reported; 2026Q1: 44 shares 44 $3.31K <0.01% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: 103 shares 103 $3.24K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86 shares 86 $3.18K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 124 shares; 2025Q3: 1,136 shares; 2025Q4: 128 shares; 2026Q1: 119 shares 119 $3.08K <0.01% -9 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $2.98K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 223 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $2.95K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $2.92K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $2.88K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $2.8K <0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $2.8K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 126 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 118 shares 118 $2.67K <0.01% -21 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 41 shares; 2026Q1: 42 shares 42 $2.64K <0.01% +1 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 39 shares; 2026Q1: 84 shares 84 $2.58K <0.01% +45 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 69 shares; 2026Q1: 64 shares 64 $2.55K <0.01% -5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 34 shares; 2025Q3: 6 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.25K <0.01% 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: 3 shares; 2025Q2: 3 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 5 shares 5 $2.23K <0.01% +1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 25 shares; 2025Q3: 36 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $2.02K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 52 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $2.01K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 9 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $1.96K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 30 shares; 2025Q3: 106 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $1.93K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.91K <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: 24 shares; 2026Q1: 24 shares 24 $1.83K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $1.81K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63 shares; 2025Q3: 74 shares; 2025Q4: 35 shares; 2026Q1: 79 shares 79 $1.76K <0.01% +44 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: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 118 shares; 2025Q3: 13 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $1.74K <0.01% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES 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: 73 shares; 2025Q3: 73 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $1.7K <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: 385 shares; 2025Q2: 403 shares; 2025Q3: 95 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $1.68K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 37 shares; 2025Q3: 53 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $1.68K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 25 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.63K <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares 23 $1.62K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: not reported; 2026Q1: 28 shares 28 $1.6K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 11 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $1.57K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 14 shares; 2025Q4: 7 shares; 2026Q1: 10 shares 10 $1.51K <0.01% +3 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 15 shares; 2025Q3: 18 shares; 2025Q4: not reported; 2026Q1: 3 shares 3 $1.49K <0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 23 shares; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 20 shares 20 $1.46K <0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $1.42K <0.01% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 119 shares; 2025Q3: 117 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $1.39K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 14 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.31K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $1.31K <0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $1.27K <0.01% 0 Timeline HEI-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.27K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $1.25K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $1.17K <0.01% 0 Timeline ADNT ADIENT PLC More: the full row for ADIENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $1.01K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 9 shares 9 $989 <0.01% -144 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $983 <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $906 <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 8 shares 8 $899 <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $784 <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $777 <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 66 shares; 2026Q1: 10 shares 10 $776 <0.01% -56 Timeline HAS HASBRO INC More: the full row for HASBRO 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 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $749 <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares 3 $624 <0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $593 <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $574 <0.01% 0 Timeline SCLX SCILEX HOLDING CO More: the full row for SCILEX HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares 78 $519 <0.01% new Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $475 <0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $439 <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $406 <0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $369 <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $364 <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $363 <0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $307 <0.01% 0 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS 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 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $250 <0.01% 0 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $169 <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $113 <0.01% 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: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $106 <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $94 <0.01% 0 Timeline