QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,653 shares; 2024Q4: 46,951 shares; 2025Q1: 46,773 shares; 2025Q2: 46,767 shares; 2025Q3: 45,730 shares; 2025Q4: 44,158 shares; 2026Q1: 45,587 shares 45,587 $26.3M 14.27% +1,429 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,687 shares; 2024Q4: 27,913 shares; 2025Q1: 27,986 shares; 2025Q2: 26,552 shares; 2025Q3: 25,055 shares; 2025Q4: 26,381 shares; 2026Q1: 25,755 shares 25,755 $16.8M 9.08% -626 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,525 shares; 2024Q4: 121,562 shares; 2025Q1: 170,565 shares; 2025Q2: 203,795 shares; 2025Q3: 206,822 shares; 2025Q4: 209,044 shares; 2026Q1: 203,246 shares 203,246 $15.2M 8.23% -5,798 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,278 shares; 2024Q4: 177,553 shares; 2025Q1: 193,927 shares; 2025Q2: 181,413 shares; 2025Q3: 175,327 shares; 2025Q4: 188,525 shares; 2026Q1: 195,750 shares 195,750 $8.93M 4.84% +7,225 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,808 shares; 2024Q4: 77,526 shares; 2025Q1: 77,527 shares; 2025Q2: 76,520 shares; 2025Q3: 76,454 shares; 2025Q4: 16,730 shares; 2026Q1: 16,705 shares 16,705 $5.96M 3.23% -25 Timeline IHDG 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: 82,331 shares; 2024Q4: 88,425 shares; 2025Q1: 91,479 shares; 2025Q2: 86,892 shares; 2025Q3: 83,871 shares; 2025Q4: 86,893 shares; 2026Q1: 86,503 shares 86,503 $4.17M 2.26% -390 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: 55,301 shares; 2024Q4: 56,921 shares; 2025Q1: 59,204 shares; 2025Q2: 47,326 shares; 2025Q3: 45,711 shares; 2025Q4: 59,192 shares; 2026Q1: 58,179 shares 58,179 $3.93M 2.13% -1,013 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,868 shares; 2024Q4: 124,709 shares; 2025Q1: 127,640 shares; 2025Q2: 126,210 shares; 2025Q3: 121,602 shares; 2025Q4: 124,550 shares; 2026Q1: 124,686 shares 124,686 $3.83M 2.07% +136 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,916 shares; 2024Q4: 31,502 shares; 2025Q1: 34,153 shares; 2025Q2: 33,688 shares; 2025Q3: 33,165 shares; 2025Q4: 34,836 shares; 2026Q1: 35,406 shares 35,406 $3.56M 1.93% +570 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,622 shares; 2024Q4: 34,311 shares; 2025Q1: 36,401 shares; 2025Q2: 34,872 shares; 2025Q3: 33,742 shares; 2025Q4: 35,535 shares; 2026Q1: 35,932 shares 35,932 $3.41M 1.85% +397 Timeline HSCZ 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: 62,737 shares; 2024Q4: 110,390 shares; 2025Q1: 131,522 shares; 2025Q2: 84,705 shares; 2025Q3: 82,414 shares; 2025Q4: 83,758 shares; 2026Q1: 81,454 shares 81,454 $3.23M 1.75% -2,304 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,002 shares; 2024Q4: 136,190 shares; 2025Q1: 130,500 shares; 2025Q2: 129,897 shares; 2025Q3: 130,208 shares; 2025Q4: 122,155 shares; 2026Q1: 122,074 shares 122,074 $3.06M 1.66% -81 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: 33,268 shares; 2024Q4: 31,565 shares; 2025Q1: 29,488 shares; 2025Q2: 28,889 shares; 2025Q3: 28,817 shares; 2025Q4: 11,686 shares; 2026Q1: 10,606 shares 10,606 $2.69M 1.46% -1,080 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,959 shares; 2024Q4: 17,959 shares; 2025Q1: 17,851 shares; 2025Q2: 17,864 shares; 2025Q3: 16,247 shares; 2025Q4: 16,256 shares; 2026Q1: 17,740 shares 17,740 $2.59M 1.4% +1,484 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,238 shares; 2024Q4: 44,080 shares; 2025Q1: 44,801 shares; 2025Q2: 41,704 shares; 2025Q3: 41,944 shares; 2025Q4: 44,457 shares; 2026Q1: 45,624 shares 45,624 $2.59M 1.4% +1,167 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,070 shares; 2024Q4: 41,520 shares; 2025Q1: 42,134 shares; 2025Q2: 15,578 shares; 2025Q3: 43,379 shares; 2025Q4: 28,368 shares; 2026Q1: 28,338 shares 28,338 $2.5M 1.35% -30 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 14,402 shares; 2025Q1: 14,509 shares; 2025Q2: 41,391 shares; 2025Q3: 41,255 shares; 2025Q4: 41,796 shares; 2026Q1: 39,650 shares 39,650 $2.5M 1.35% -2,146 Timeline DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,638 shares; 2024Q4: 56,094 shares; 2025Q1: 66,508 shares; 2025Q2: 78,465 shares; 2025Q3: 76,452 shares; 2025Q4: 77,077 shares; 2026Q1: 71,221 shares 71,221 $2.43M 1.32% -5,856 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: 3,294 shares; 2024Q4: 3,330 shares; 2025Q1: 3,421 shares; 2025Q2: 4,605 shares; 2025Q3: 4,541 shares; 2025Q4: 3,214 shares; 2026Q1: 3,131 shares 3,131 $2.05M 1.11% -83 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,328 shares; 2024Q4: 65,503 shares; 2025Q1: 68,628 shares; 2025Q2: 68,662 shares; 2025Q3: 67,311 shares; 2025Q4: 70,468 shares; 2026Q1: 74,220 shares 74,220 $2M 1.08% +3,752 Timeline ECBK ECB BANCORP INC More: the full row for ECB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,438 shares; 2024Q4: 109,438 shares; 2025Q1: 115,270 shares; 2025Q2: 115,270 shares; 2025Q3: 118,853 shares; 2025Q4: 118,853 shares; 2026Q1: 118,853 shares 118,853 $1.99M 1.08% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,586 shares; 2024Q4: 9,729 shares; 2025Q1: 9,708 shares; 2025Q2: 9,452 shares; 2025Q3: 9,453 shares; 2025Q4: 8,938 shares; 2026Q1: 8,943 shares 8,943 $1.89M 1.02% +5 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: 11,354 shares; 2024Q4: 11,057 shares; 2025Q1: 10,529 shares; 2025Q2: 10,123 shares; 2025Q3: 10,736 shares; 2025Q4: 4,413 shares; 2026Q1: 4,806 shares 4,806 $1.78M 0.96% +393 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 2,158 shares; 2025Q1: 1,572 shares; 2025Q2: 1,711 shares; 2025Q3: 1,747 shares; 2025Q4: 4,273 shares; 2026Q1: 4,780 shares 4,780 $1.78M 0.96% +507 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 62,149 shares; 2025Q1: 62,434 shares; 2025Q2: 61,246 shares; 2025Q3: 60,586 shares; 2025Q4: 60,171 shares; 2026Q1: 60,577 shares 60,577 $1.76M 0.96% +406 Timeline AVUV 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: 15,508 shares; 2024Q4: 16,168 shares; 2025Q1: 17,081 shares; 2025Q2: 16,115 shares; 2025Q3: 15,358 shares; 2025Q4: 15,826 shares; 2026Q1: 15,476 shares 15,476 $1.71M 0.93% -350 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,752 shares; 2025Q1: 7,189 shares; 2025Q2: 5,229 shares; 2025Q3: 5,102 shares; 2025Q4: 5,424 shares; 2026Q1: 5,353 shares 5,353 $1.46M 0.79% -71 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: 11,319 shares; 2024Q4: 12,399 shares; 2025Q1: 12,106 shares; 2025Q2: 13,097 shares; 2025Q3: 12,421 shares; 2025Q4: 7,458 shares; 2026Q1: 8,231 shares 8,231 $1.44M 0.78% +773 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 9,938 shares; 2025Q1: 9,074 shares; 2025Q2: 9,972 shares; 2025Q3: 9,955 shares; 2025Q4: 9,598 shares; 2026Q1: 9,818 shares 9,818 $1.25M 0.68% +220 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,554 shares; 2024Q4: 26,706 shares; 2025Q1: 26,961 shares; 2025Q2: 25,493 shares; 2025Q3: 23,124 shares; 2025Q4: 23,092 shares; 2026Q1: 22,698 shares 22,698 $1.14M 0.62% -394 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,175 shares; 2024Q4: 21,213 shares; 2025Q1: 22,465 shares; 2025Q2: 22,129 shares; 2025Q3: 21,664 shares; 2025Q4: 21,951 shares; 2026Q1: 22,246 shares 22,246 $1.11M 0.6% +295 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 23,938 shares; 2025Q1: 25,979 shares; 2025Q2: 25,204 shares; 2025Q3: 24,871 shares; 2025Q4: 26,499 shares; 2026Q1: 27,062 shares 27,062 $1.09M 0.59% +563 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 19,939 shares; 2025Q1: 20,004 shares; 2025Q2: 20,240 shares; 2025Q3: 20,480 shares; 2025Q4: 21,089 shares; 2026Q1: 21,338 shares 21,338 $957K 0.52% +249 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,866 shares; 2024Q4: 32,598 shares; 2025Q1: 32,249 shares; 2025Q2: 32,250 shares; 2025Q3: 30,991 shares; 2025Q4: 30,746 shares; 2026Q1: 30,825 shares 30,825 $940K 0.51% +79 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: 6,632 shares; 2024Q4: 6,561 shares; 2025Q1: 6,808 shares; 2025Q2: 6,959 shares; 2025Q3: 6,863 shares; 2025Q4: 3,133 shares; 2026Q1: 3,103 shares 3,103 $891K 0.48% -30 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: 1,701 shares; 2024Q4: 1,702 shares; 2025Q1: 1,629 shares; 2025Q2: 1,630 shares; 2025Q3: 1,547 shares; 2025Q4: 1,549 shares; 2026Q1: 1,433 shares 1,433 $884K 0.48% -116 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: 5,518 shares; 2024Q4: 5,341 shares; 2025Q1: 5,666 shares; 2025Q2: 5,723 shares; 2025Q3: 5,688 shares; 2025Q4: 5,147 shares; 2026Q1: 5,205 shares 5,205 $883K 0.48% +58 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: 17,487 shares; 2024Q4: 17,483 shares; 2025Q1: 17,514 shares; 2025Q2: 17,359 shares; 2025Q3: 17,360 shares; 2025Q4: 9,223 shares; 2026Q1: 9,225 shares 9,225 $855K 0.46% +2 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: 2,790 shares; 2024Q4: 3,051 shares; 2025Q1: 4,482 shares; 2025Q2: 4,708 shares; 2025Q3: 3,244 shares; 2025Q4: 2,535 shares; 2026Q1: 2,917 shares 2,917 $839K 0.45% +382 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,882 shares; 2024Q4: 29,125 shares; 2025Q1: 28,057 shares; 2025Q2: 28,060 shares; 2025Q3: 26,452 shares; 2025Q4: 25,719 shares; 2026Q1: 26,302 shares 26,302 $814K 0.44% +583 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 27 shares; 2025Q2: 14,331 shares; 2025Q3: 14,377 shares; 2025Q4: 13,653 shares; 2026Q1: 13,696 shares 13,696 $811K 0.44% +43 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: 10,453 shares; 2024Q4: 10,040 shares; 2025Q1: 10,401 shares; 2025Q2: 10,339 shares; 2025Q3: 10,464 shares; 2025Q4: 3,620 shares; 2026Q1: 3,886 shares 3,886 $809K 0.44% +266 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,814 shares; 2025Q1: 3,696 shares; 2025Q2: 3,697 shares; 2025Q3: 3,702 shares; 2025Q4: 3,188 shares; 2026Q1: 3,191 shares 3,191 $791K 0.43% +3 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,787 shares; 2024Q4: 25,791 shares; 2025Q1: 26,626 shares; 2025Q2: 26,268 shares; 2025Q3: 26,098 shares; 2025Q4: 11,769 shares; 2026Q1: 12,342 shares 12,342 $791K 0.43% +573 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,106 shares; 2025Q1: 6,158 shares; 2025Q2: 20,303 shares; 2025Q3: 21,229 shares; 2025Q4: 20,355 shares; 2026Q1: 18,672 shares 18,672 $742K 0.4% -1,683 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,145 shares; 2024Q4: 10,813 shares; 2025Q1: 10,771 shares; 2025Q2: 10,653 shares; 2025Q3: 10,514 shares; 2025Q4: 6,766 shares; 2026Q1: 7,157 shares 7,157 $732K 0.4% +391 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,645 shares; 2025Q1: 3,546 shares; 2025Q2: 3,286 shares; 2025Q3: 3,585 shares; 2025Q4: 2,859 shares; 2026Q1: 2,855 shares 2,855 $692K 0.38% -4 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,686 shares; 2024Q4: 5,364 shares; 2025Q1: 4,946 shares; 2025Q2: 4,521 shares; 2025Q3: 4,298 shares; 2025Q4: 2,518 shares; 2026Q1: 2,204 shares 2,204 $648K 0.35% -314 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: 1,912 shares; 2024Q4: 1,924 shares; 2025Q1: 1,895 shares; 2025Q2: 1,700 shares; 2025Q3: 1,542 shares; 2025Q4: 1,108 shares; 2026Q1: 1,951 shares 1,951 $626K 0.34% +843 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: 845 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 1,228 shares; 2025Q4: 8,045 shares; 2026Q1: 8,304 shares 8,304 $625K 0.34% +259 Timeline IYH 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: 31 shares; 2024Q4: 32 shares; 2025Q1: 78 shares; 2025Q2: 10,443 shares; 2025Q3: 10,217 shares; 2025Q4: 10,050 shares; 2026Q1: 10,075 shares 10,075 $621K 0.34% +25 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 2,287 shares; 2025Q1: 3,284 shares; 2025Q2: 4,816 shares; 2025Q3: 7,782 shares; 2025Q4: 8,505 shares; 2026Q1: 8,233 shares 8,233 $606K 0.33% -272 Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,854 shares; 2024Q4: 119,942 shares; 2025Q1: 124,887 shares; 2025Q2: 128,675 shares; 2025Q3: 139,008 shares; 2025Q4: 148,508 shares; 2026Q1: 150,508 shares 150,508 $599K 0.32% +2,000 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,426 shares; 2024Q4: 18,409 shares; 2025Q1: 17,762 shares; 2025Q2: 17,762 shares; 2025Q3: 17,762 shares; 2025Q4: 18,041 shares; 2026Q1: 17,976 shares 17,976 $592K 0.32% -65 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,498 shares; 2025Q1: 3,412 shares; 2025Q2: 3,398 shares; 2025Q3: 3,373 shares; 2025Q4: 3,355 shares; 2026Q1: 3,414 shares 3,414 $521K 0.28% +59 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,789 shares; 2024Q4: 7,721 shares; 2025Q1: 7,604 shares; 2025Q2: 7,559 shares; 2025Q3: 7,279 shares; 2025Q4: 2,494 shares; 2026Q1: 2,396 shares 2,396 $515K 0.28% -98 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: 7,599 shares; 2024Q4: 7,175 shares; 2025Q1: 6,885 shares; 2025Q2: 6,186 shares; 2025Q3: 6,140 shares; 2025Q4: 2,206 shares; 2026Q1: 2,073 shares 2,073 $507K 0.27% -133 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,773 shares; 2025Q1: 6,761 shares; 2025Q2: 6,788 shares; 2025Q3: 6,764 shares; 2025Q4: 6,720 shares; 2026Q1: 7,040 shares 7,040 $488K 0.26% +320 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: 3,151 shares; 2024Q4: 2,971 shares; 2025Q1: 2,896 shares; 2025Q2: 2,898 shares; 2025Q3: 2,915 shares; 2025Q4: 886 shares; 2026Q1: 939 shares 939 $450K 0.24% +53 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,225 shares; 2025Q1: 1,223 shares; 2025Q2: 1,198 shares; 2025Q3: 1,186 shares; 2025Q4: 127 shares; 2026Q1: 449 shares 449 $448K 0.24% +322 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: 6,838 shares; 2024Q4: 6,642 shares; 2025Q1: 6,077 shares; 2025Q2: 5,516 shares; 2025Q3: 5,541 shares; 2025Q4: 3,386 shares; 2026Q1: 3,039 shares 3,039 $439K 0.24% -347 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: 854 shares; 2024Q4: 851 shares; 2025Q1: 900 shares; 2025Q2: 943 shares; 2025Q3: 961 shares; 2025Q4: 565 shares; 2026Q1: 767 shares 767 $439K 0.24% +202 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: 6,653 shares; 2024Q4: 5,967 shares; 2025Q1: 5,794 shares; 2025Q2: 5,715 shares; 2025Q3: 5,600 shares; 2025Q4: 717 shares; 2026Q1: 1,522 shares 1,522 $437K 0.24% +805 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 6,237 shares; 2025Q1: 5,036 shares; 2025Q2: 4,896 shares; 2025Q3: 4,805 shares; 2025Q4: 3,752 shares; 2026Q1: 3,765 shares 3,765 $426K 0.23% +13 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,042 shares; 2024Q4: 7,497 shares; 2025Q1: 7,533 shares; 2025Q2: 7,200 shares; 2025Q3: 7,298 shares; 2025Q4: 1,000 shares; 2026Q1: 1,336 shares 1,336 $414K 0.22% +336 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 884 shares 884 $380K 0.21% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 17,516 shares; 2025Q1: 16,648 shares; 2025Q2: 16,652 shares; 2025Q3: 15,302 shares; 2025Q4: 16,326 shares; 2026Q1: 15,133 shares 15,133 $375K 0.2% -1,193 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: 7,555 shares; 2024Q4: 7,617 shares; 2025Q1: 5,400 shares; 2025Q2: 4,963 shares; 2025Q3: 5,959 shares; 2025Q4: 6,358 shares; 2026Q1: 7,589 shares 7,589 $370K 0.2% +1,231 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 4,597 shares; 2025Q1: 4,023 shares; 2025Q2: 4,030 shares; 2025Q3: 4,019 shares; 2025Q4: 5,215 shares; 2026Q1: 5,170 shares 5,170 $363K 0.2% -45 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: 435 shares; 2024Q4: 425 shares; 2025Q1: 420 shares; 2025Q2: 489 shares; 2025Q3: 461 shares; 2025Q4: 417 shares; 2026Q1: 1,192 shares 1,192 $360K 0.2% +775 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: 3,182 shares; 2024Q4: 3,194 shares; 2025Q1: 3,186 shares; 2025Q2: 3,238 shares; 2025Q3: 3,366 shares; 2025Q4: 2,800 shares; 2026Q1: 2,843 shares 2,843 $353K 0.19% +43 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 227 shares; 2025Q1: 479 shares; 2025Q2: 484 shares; 2025Q3: 494 shares; 2025Q4: 490 shares; 2026Q1: 489 shares 489 $333K 0.18% -1 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,870 shares; 2025Q3: 13,155 shares; 2025Q4: 13,312 shares; 2026Q1: 13,617 shares 13,617 $313K 0.17% +305 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,167 shares; 2025Q1: 2,088 shares; 2025Q2: 1,911 shares; 2025Q3: 2,014 shares; 2025Q4: 752 shares; 2026Q1: 939 shares 939 $309K 0.17% +187 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: 10,601 shares; 2024Q4: 8,597 shares; 2025Q1: 7,820 shares; 2025Q2: 8,112 shares; 2025Q3: 9,247 shares; 2025Q4: 5,784 shares; 2026Q1: 6,088 shares 6,088 $306K 0.17% +304 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: 4,202 shares; 2024Q4: 4,104 shares; 2025Q1: 3,909 shares; 2025Q2: 3,672 shares; 2025Q3: 3,659 shares; 2025Q4: 907 shares; 2026Q1: 1,500 shares 1,500 $305K 0.17% +593 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: 7,292 shares; 2024Q4: 7,130 shares; 2025Q1: 7,779 shares; 2025Q2: 2,546 shares; 2025Q3: 2,549 shares; 2025Q4: 1,655 shares; 2026Q1: 1,505 shares 1,505 $292K 0.16% -150 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,556 shares; 2025Q1: 1,683 shares; 2025Q2: 1,550 shares; 2025Q3: 1,398 shares; 2025Q4: 278 shares; 2026Q1: 474 shares 474 $283K 0.15% +196 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,076 shares; 2024Q4: 12,042 shares; 2025Q1: 11,219 shares; 2025Q2: 11,222 shares; 2025Q3: 9,805 shares; 2025Q4: 9,021 shares; 2026Q1: 9,547 shares 9,547 $278K 0.15% +526 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: 4,071 shares; 2024Q4: 3,988 shares; 2025Q1: 3,652 shares; 2025Q2: 3,164 shares; 2025Q3: 3,170 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $273K 0.15% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 767 shares; 2025Q2: 1,755 shares; 2025Q3: 1,760 shares; 2025Q4: 1,762 shares; 2026Q1: 1,767 shares 1,767 $256K 0.14% +5 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: 41,545 shares; 2024Q4: 41,451 shares; 2025Q1: 42,418 shares; 2025Q2: 41,867 shares; 2025Q3: 41,868 shares; 2025Q4: 2,179 shares; 2026Q1: 2,058 shares 2,058 $256K 0.14% -121 Timeline ESGD 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: 2,261 shares; 2024Q4: 2,204 shares; 2025Q1: 3,158 shares; 2025Q2: 2,857 shares; 2025Q3: 2,857 shares; 2025Q4: 2,695 shares; 2026Q1: 2,626 shares 2,626 $251K 0.14% -69 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: 1,073 shares; 2024Q4: 860 shares; 2025Q1: 821 shares; 2025Q2: 835 shares; 2025Q3: 952 shares; 2025Q4: 497 shares; 2026Q1: 879 shares 879 $249K 0.14% +382 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: 3,595 shares; 2024Q4: 3,509 shares; 2025Q1: 3,588 shares; 2025Q2: 3,559 shares; 2025Q3: 3,714 shares; 2025Q4: 1,105 shares; 2026Q1: 1,202 shares 1,202 $249K 0.13% +97 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: 8,385 shares; 2024Q4: 8,236 shares; 2025Q1: 7,625 shares; 2025Q2: 6,439 shares; 2025Q3: 6,550 shares; 2025Q4: 1,972 shares; 2026Q1: 2,013 shares 2,013 $243K 0.13% +41 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: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,466 shares; 2026Q1: 2,466 shares 2,466 $240K 0.13% 0 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: 225 shares; 2024Q4: 232 shares; 2025Q1: 167 shares; 2025Q2: 188 shares; 2025Q3: 167 shares; 2025Q4: 188 shares; 2026Q1: 253 shares 253 $232K 0.13% +65 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: 75 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 105 shares; 2026Q1: 774 shares 774 $229K 0.12% +669 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: 1,209 shares; 2024Q4: 1,140 shares; 2025Q1: 3,308 shares; 2025Q2: 6,294 shares; 2025Q3: 5,327 shares; 2025Q4: 1,416 shares; 2026Q1: 1,534 shares 1,534 $224K 0.12% +118 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,566 shares; 2024Q4: 61,567 shares; 2025Q1: 61,903 shares; 2025Q2: 61,730 shares; 2025Q3: 61,731 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares 2,242 $218K 0.12% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,238 shares; 2025Q3: 2,250 shares; 2025Q4: 2,205 shares; 2026Q1: 2,214 shares 2,214 $209K 0.11% +9 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: 5,788 shares; 2024Q4: 5,553 shares; 2025Q1: 5,443 shares; 2025Q2: 5,104 shares; 2025Q3: 5,115 shares; 2025Q4: 1,088 shares; 2026Q1: 959 shares 959 $208K 0.11% -129 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 165 shares 165 $208K 0.11% +163 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: 8,635 shares; 2024Q4: 7,019 shares; 2025Q1: 6,577 shares; 2025Q2: 7,608 shares; 2025Q3: 7,601 shares; 2025Q4: 6,654 shares; 2026Q1: 6,938 shares 6,938 $201K 0.11% +284 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,344 shares; 2025Q1: 1,349 shares; 2025Q2: 7,246 shares; 2025Q3: 9,107 shares; 2025Q4: 8,585 shares; 2026Q1: 8,646 shares 8,646 $194K 0.1% +61 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 840 shares; 2025Q1: 1,129 shares; 2025Q2: 1,144 shares; 2025Q3: 1,220 shares; 2025Q4: 1,170 shares; 2026Q1: 1,300 shares 1,300 $193K 0.1% +130 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: 4,279 shares; 2024Q4: 4,271 shares; 2025Q1: 4,333 shares; 2025Q2: 4,348 shares; 2025Q3: 4,274 shares; 2025Q4: 738 shares; 2026Q1: 719 shares 719 $188K 0.1% -19 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 558 shares; 2025Q1: 484 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $187K 0.1% 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: 171 shares; 2024Q4: 143 shares; 2025Q1: 149 shares; 2025Q2: 165 shares; 2025Q3: 191 shares; 2025Q4: 102 shares; 2026Q1: 208 shares 208 $182K 0.1% +106 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,816 shares; 2025Q1: 1,729 shares; 2025Q2: 1,860 shares; 2025Q3: 1,851 shares; 2025Q4: 1,800 shares; 2026Q1: 1,785 shares 1,785 $180K 0.1% -15 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,766 shares; 2025Q1: 1,785 shares; 2025Q2: 1,628 shares; 2025Q3: 1,622 shares; 2025Q4: 601 shares; 2026Q1: 510 shares 510 $179K 0.1% -91 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: 12,084 shares; 2024Q4: 12,004 shares; 2025Q1: 10,455 shares; 2025Q2: 9,650 shares; 2025Q3: 9,094 shares; 2025Q4: 2,117 shares; 2026Q1: 1,902 shares 1,902 $177K 0.1% -215 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: 117 shares; 2024Q4: 118 shares; 2025Q1: 117 shares; 2025Q2: 139 shares; 2025Q3: 137 shares; 2025Q4: 1,420 shares; 2026Q1: 1,793 shares 1,793 $172K 0.09% +373 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: 18 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 304 shares 304 $171K 0.09% +286 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: 9,252 shares; 2024Q4: 8,842 shares; 2025Q1: 7,553 shares; 2025Q2: 6,873 shares; 2025Q3: 6,638 shares; 2025Q4: 1,739 shares; 2026Q1: 1,738 shares 1,738 $168K 0.09% -1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,050 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041 $162K 0.09% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 1,944 shares; 2025Q1: 1,478 shares; 2025Q2: 1,013 shares; 2025Q3: 988 shares; 2025Q4: 662 shares; 2026Q1: 499 shares 499 $159K 0.09% -163 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: 13,647 shares; 2024Q4: 13,507 shares; 2025Q1: 13,368 shares; 2025Q2: 13,167 shares; 2025Q3: 13,159 shares; 2025Q4: 745 shares; 2026Q1: 813 shares 813 $157K 0.09% +68 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: 336 shares; 2024Q4: 338 shares; 2025Q1: 336 shares; 2025Q2: 352 shares; 2025Q3: 358 shares; 2025Q4: 286 shares; 2026Q1: 306 shares 306 $153K 0.08% +20 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,126 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,175 shares; 2025Q4: 2,925 shares; 2026Q1: 3,165 shares 3,165 $141K 0.08% +240 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: 236 shares; 2024Q4: 240 shares; 2025Q1: 234 shares; 2025Q2: 159 shares; 2025Q3: 229 shares; 2025Q4: 159 shares; 2026Q1: 198 shares 198 $140K 0.08% +39 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: 9,170 shares; 2024Q4: 9,848 shares; 2025Q1: 9,752 shares; 2025Q2: 10,163 shares; 2025Q3: 10,911 shares; 2025Q4: 2,588 shares; 2026Q1: 2,422 shares 2,422 $131K 0.07% -166 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: 786 shares; 2024Q4: 778 shares; 2025Q1: 768 shares; 2025Q2: 509 shares; 2025Q3: 822 shares; 2025Q4: 762 shares; 2026Q1: 807 shares 807 $129K 0.07% +45 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: 1,875 shares; 2024Q4: 1,864 shares; 2025Q1: 1,841 shares; 2025Q2: 1,496 shares; 2025Q3: 1,763 shares; 2025Q4: 464 shares; 2026Q1: 523 shares 523 $127K 0.07% +59 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 536 shares; 2025Q1: 518 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 493 shares; 2026Q1: 516 shares 516 $126K 0.07% +23 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 36,284 shares; 2025Q1: 25,301 shares; 2025Q2: 1,850 shares; 2025Q3: 2,156 shares; 2025Q4: 2,164 shares; 2026Q1: 2,165 shares 2,165 $125K 0.07% +1 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,370 shares; 2025Q1: 2,397 shares; 2025Q2: 2,572 shares; 2025Q3: 2,586 shares; 2025Q4: 2,604 shares; 2026Q1: 2,589 shares 2,589 $123K 0.07% -15 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: 6,482 shares; 2024Q4: 6,338 shares; 2025Q1: 5,930 shares; 2025Q2: 5,594 shares; 2025Q3: 5,631 shares; 2025Q4: 1,534 shares; 2026Q1: 1,192 shares 1,192 $122K 0.07% -342 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $122K 0.07% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,993 shares; 2025Q1: 2,609 shares; 2025Q2: 3,005 shares; 2025Q3: 3,024 shares; 2025Q4: 2,791 shares; 2026Q1: 3,450 shares 3,450 $119K 0.06% +659 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: 1,095 shares; 2024Q4: 1,105 shares; 2025Q1: 1,018 shares; 2025Q2: 686 shares; 2025Q3: 748 shares; 2025Q4: 741 shares; 2026Q1: 754 shares 754 $118K 0.06% +13 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: 1,766 shares; 2024Q4: 1,620 shares; 2025Q1: 1,550 shares; 2025Q2: 1,152 shares; 2025Q3: 1,616 shares; 2025Q4: 1,369 shares; 2026Q1: 1,349 shares 1,349 $117K 0.06% -20 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: 1,016 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 975 shares; 2025Q3: 1,008 shares; 2025Q4: 215 shares; 2026Q1: 344 shares 344 $116K 0.06% +129 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,414 shares; 2025Q1: 1,422 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,457 shares; 2026Q1: 1,439 shares 1,439 $113K 0.06% -18 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares 2,454 $112K 0.06% 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 190 shares; 2025Q2: 15 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 203 shares 203 $112K 0.06% +13 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 163 shares 163 $111K 0.06% -4 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: 6,919 shares; 2024Q4: 6,926 shares; 2025Q1: 6,928 shares; 2025Q2: 6,983 shares; 2025Q3: 7,015 shares; 2025Q4: 629 shares; 2026Q1: 738 shares 738 $109K 0.06% +109 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,241 shares; 2025Q1: 981 shares; 2025Q2: 845 shares; 2025Q3: 750 shares; 2025Q4: 460 shares; 2026Q1: 315 shares 315 $108K 0.06% -145 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: 4,925 shares; 2024Q4: 4,712 shares; 2025Q1: 4,866 shares; 2025Q2: 5,272 shares; 2025Q3: 5,119 shares; 2025Q4: 2,258 shares; 2026Q1: 1,213 shares 1,213 $108K 0.06% -1,045 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: 2,533 shares; 2024Q4: 2,460 shares; 2025Q1: 2,432 shares; 2025Q2: 2,474 shares; 2025Q3: 2,488 shares; 2025Q4: 662 shares; 2026Q1: 651 shares 651 $107K 0.06% -11 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 267 shares; 2025Q1: 216 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 142 shares; 2026Q1: 97 shares 97 $106K 0.06% -45 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $106K 0.06% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares 1,287 $105K 0.06% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 442 shares; 2025Q1: 441 shares; 2025Q2: 442 shares; 2025Q3: 433 shares; 2025Q4: 453 shares; 2026Q1: 477 shares 477 $105K 0.06% +24 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: 155 shares; 2024Q4: 141 shares; 2025Q1: 138 shares; 2025Q2: 150 shares; 2025Q3: 154 shares; 2025Q4: 118 shares; 2026Q1: 122 shares 122 $103K 0.06% +4 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,450 shares; 2025Q4: 3,850 shares; 2026Q1: 3,873 shares 3,873 $103K 0.06% +23 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: 12 shares; 2024Q4: 828 shares; 2025Q1: 874 shares; 2025Q2: 571 shares; 2025Q3: 231 shares; 2025Q4: 239 shares; 2026Q1: 241 shares 241 $103K 0.06% +2 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: 708 shares; 2024Q4: 685 shares; 2025Q1: 679 shares; 2025Q2: 383 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 730 shares 730 $102K 0.06% +18 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: 2,195 shares; 2024Q4: 2,234 shares; 2025Q1: 2,250 shares; 2025Q2: 2,280 shares; 2025Q3: 2,281 shares; 2025Q4: 2,392 shares; 2026Q1: 2,566 shares 2,566 $100K 0.05% +174 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,938 shares; 2025Q1: 1,691 shares; 2025Q2: 1,198 shares; 2025Q3: 1,288 shares; 2025Q4: 935 shares; 2026Q1: 845 shares 845 $99.9K 0.05% -90 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares 735 $99.6K 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $98.6K 0.05% 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: 537 shares; 2024Q4: 510 shares; 2025Q1: 496 shares; 2025Q2: 227 shares; 2025Q3: 334 shares; 2025Q4: 284 shares; 2026Q1: 354 shares 354 $95.7K 0.05% +70 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,441 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $92.5K 0.05% 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: 1,453 shares; 2024Q4: 1,415 shares; 2025Q1: 1,276 shares; 2025Q2: 810 shares; 2025Q3: 965 shares; 2025Q4: 621 shares; 2026Q1: 634 shares 634 $92K 0.05% +13 Timeline IYM 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: 44,106 shares; 2024Q4: 43,934 shares; 2025Q1: 21,799 shares; 2025Q2: 4,910 shares; 2025Q3: 2,760 shares; 2025Q4: 2,257 shares; 2026Q1: 511 shares 511 $89.9K 0.05% -1,746 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,334 shares; 2024Q4: 4,023 shares; 2025Q1: 3,362 shares; 2025Q2: 2,232 shares; 2025Q3: 2,399 shares; 2025Q4: 955 shares; 2026Q1: 994 shares 994 $89.1K 0.05% +39 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: 896 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 883 shares; 2025Q3: 864 shares; 2025Q4: 822 shares; 2026Q1: 1,043 shares 1,043 $88.9K 0.05% +221 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: 5,862 shares; 2024Q4: 2,284 shares; 2025Q1: 1,187 shares; 2025Q2: 899 shares; 2025Q3: 1,136 shares; 2025Q4: 1,167 shares; 2026Q1: 1,202 shares 1,202 $86.3K 0.05% +35 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: 440 shares; 2024Q4: 332 shares; 2025Q1: 452 shares; 2025Q2: 648 shares; 2025Q3: 659 shares; 2025Q4: 417 shares; 2026Q1: 418 shares 418 $85K 0.05% +1 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: 338 shares; 2025Q1: 354 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 393 shares 393 $84K 0.05% +46 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 479 shares; 2025Q1: 477 shares; 2025Q2: 222 shares; 2025Q3: 473 shares; 2025Q4: 487 shares; 2026Q1: 520 shares 520 $81.9K 0.04% +33 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: 433 shares; 2024Q4: 352 shares; 2025Q1: 227 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 602 shares; 2026Q1: 621 shares 621 $81.3K 0.04% +19 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 19 shares; 2025Q1: 20 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 53 shares 53 $78K 0.04% +2 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 587 shares; 2025Q1: 825 shares; 2025Q2: 841 shares; 2025Q3: 908 shares; 2025Q4: 972 shares; 2026Q1: 987 shares 987 $77.4K 0.04% +15 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: 4,564 shares; 2024Q4: 4,541 shares; 2025Q1: 4,349 shares; 2025Q2: 4,417 shares; 2025Q3: 4,445 shares; 2025Q4: 914 shares; 2026Q1: 996 shares 996 $75.8K 0.04% +82 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,864 shares; 2025Q1: 5,849 shares; 2025Q2: 6,016 shares; 2025Q3: 6,016 shares; 2025Q4: 1,061 shares; 2026Q1: 969 shares 969 $75.2K 0.04% -92 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,558 shares; 2025Q1: 2,565 shares; 2025Q2: 2,508 shares; 2025Q3: 2,159 shares; 2025Q4: 1,475 shares; 2026Q1: 1,413 shares 1,413 $75.2K 0.04% -62 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 76 shares; 2025Q1: 73 shares; 2025Q2: 80 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $74.3K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 485 shares; 2025Q3: 444 shares; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $73.2K 0.04% 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: 5,314 shares; 2024Q4: 4,687 shares; 2025Q1: 3,953 shares; 2025Q2: 2,043 shares; 2025Q3: 1,460 shares; 2025Q4: 1,782 shares; 2026Q1: 2,535 shares 2,535 $72.8K 0.04% +753 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: 4,206 shares; 2024Q4: 4,115 shares; 2025Q1: 3,970 shares; 2025Q2: 3,721 shares; 2025Q3: 3,702 shares; 2025Q4: 484 shares; 2026Q1: 364 shares 364 $72.1K 0.04% -120 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: 6,072 shares; 2024Q4: 5,981 shares; 2025Q1: 5,520 shares; 2025Q2: 5,293 shares; 2025Q3: 5,303 shares; 2025Q4: 418 shares; 2026Q1: 552 shares 552 $71.1K 0.04% +134 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: 687 shares; 2024Q4: 513 shares; 2025Q1: 343 shares; 2025Q2: 324 shares; 2025Q3: 277 shares; 2025Q4: 273 shares; 2026Q1: 313 shares 313 $70.7K 0.04% +40 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 244 shares; 2025Q1: 258 shares; 2025Q2: 266 shares; 2025Q3: 233 shares; 2025Q4: 243 shares; 2026Q1: 265 shares 265 $70.6K 0.04% +22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 440 shares; 2025Q2: 496 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 548 shares 548 $69.3K 0.04% +71 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: 2,847 shares; 2024Q4: 2,758 shares; 2025Q1: 2,737 shares; 2025Q2: 2,742 shares; 2025Q3: 2,801 shares; 2025Q4: 1,312 shares; 2026Q1: 1,322 shares 1,322 $68.8K 0.04% +10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,391 shares; 2025Q1: 1,102 shares; 2025Q2: 915 shares; 2025Q3: 767 shares; 2025Q4: 467 shares; 2026Q1: 207 shares 207 $67.7K 0.04% -260 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 1,382 shares; 2025Q1: 1,047 shares; 2025Q2: 703 shares; 2025Q3: 537 shares; 2025Q4: 322 shares; 2026Q1: 325 shares 325 $67.6K 0.04% +3 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: 219 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 227 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 221 shares 221 $66.7K 0.04% -15 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: 1,973 shares; 2024Q4: 1,795 shares; 2025Q1: 1,466 shares; 2025Q2: 1,067 shares; 2025Q3: 1,114 shares; 2025Q4: 965 shares; 2026Q1: 1,095 shares 1,095 $66.4K 0.04% +130 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 573 shares; 2026Q1: 1,409 shares 1,409 $66.1K 0.04% +836 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: 132 shares; 2024Q4: 133 shares; 2025Q1: 132 shares; 2025Q2: 136 shares; 2025Q3: 129 shares; 2025Q4: 141 shares; 2026Q1: 142 shares 142 $65.5K 0.04% +1 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: 470 shares; 2024Q4: 447 shares; 2025Q1: 436 shares; 2025Q2: 442 shares; 2025Q3: 424 shares; 2025Q4: 117 shares; 2026Q1: 132 shares 132 $64.9K 0.04% +15 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 764 shares 764 $64.8K 0.04% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,619 shares; 2025Q1: 2,162 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 238 shares; 2026Q1: 262 shares 262 $64.7K 0.04% +24 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: 111 shares; 2024Q4: 102 shares; 2025Q1: 86 shares; 2025Q2: 101 shares; 2025Q3: 79 shares; 2025Q4: 74 shares; 2026Q1: 103 shares 103 $62.5K 0.03% +29 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: 1,161 shares; 2024Q4: 1,161 shares; 2025Q1: 1,161 shares; 2025Q2: 1,035 shares; 2025Q3: 1,187 shares; 2025Q4: 237 shares; 2026Q1: 234 shares 234 $62.1K 0.03% -3 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: 267 shares; 2024Q4: 270 shares; 2025Q1: 272 shares; 2025Q2: 315 shares; 2025Q3: 336 shares; 2025Q4: 328 shares; 2026Q1: 372 shares 372 $61.6K 0.03% +44 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: 9,259 shares; 2024Q4: 4,909 shares; 2025Q1: 3,194 shares; 2025Q2: 2,074 shares; 2025Q3: 2,975 shares; 2025Q4: 995 shares; 2026Q1: 1,390 shares 1,390 $61.4K 0.03% +395 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,344 shares; 2025Q1: 2,331 shares; 2025Q2: 2,115 shares; 2025Q3: 2,183 shares; 2025Q4: 307 shares; 2026Q1: 321 shares 321 $61K 0.03% +14 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: 1,128 shares; 2024Q4: 503 shares; 2025Q1: 401 shares; 2025Q2: 416 shares; 2025Q3: 352 shares; 2025Q4: 335 shares; 2026Q1: 365 shares 365 $59.9K 0.03% +30 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $59.6K 0.03% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 400 shares 400 $58.5K 0.03% +21 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 249 shares; 2025Q1: 247 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 429 shares 429 $58.3K 0.03% +5 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: 232 shares; 2024Q4: 246 shares; 2025Q1: 311 shares; 2025Q2: 287 shares; 2025Q3: 320 shares; 2025Q4: 316 shares; 2026Q1: 438 shares 438 $57.9K 0.03% +122 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 3,979 shares; 2025Q1: 3,690 shares; 2025Q2: 3,372 shares; 2025Q3: 3,366 shares; 2025Q4: 500 shares; 2026Q1: 370 shares 370 $57.4K 0.03% -130 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: 220 shares; 2024Q4: 157 shares; 2025Q1: 156 shares; 2025Q2: 162 shares; 2025Q3: 172 shares; 2025Q4: 168 shares; 2026Q1: 174 shares 174 $56.7K 0.03% +6 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $56.4K 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 964 shares; 2025Q1: 950 shares; 2025Q2: 952 shares; 2025Q3: 1,010 shares; 2025Q4: 1,019 shares; 2026Q1: 1,105 shares 1,105 $56K 0.03% +86 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: 124 shares; 2024Q4: 137 shares; 2025Q1: 124 shares; 2025Q2: 300 shares; 2025Q3: 304 shares; 2025Q4: 293 shares; 2026Q1: 305 shares 305 $55.6K 0.03% +12 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 4,603 shares; 2025Q1: 4,503 shares; 2025Q2: 4,507 shares; 2025Q3: 4,114 shares; 2025Q4: 530 shares; 2026Q1: 970 shares 970 $55.1K 0.03% +440 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: 5,944 shares; 2024Q4: 5,884 shares; 2025Q1: 5,542 shares; 2025Q2: 5,074 shares; 2025Q3: 5,087 shares; 2025Q4: 404 shares; 2026Q1: 411 shares 411 $53.8K 0.03% +7 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,055 shares; 2025Q1: 2,575 shares; 2025Q2: 2,597 shares; 2025Q3: 2,617 shares; 2025Q4: 2,634 shares; 2026Q1: 2,652 shares 2,652 $51.9K 0.03% +18 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 155 shares; 2025Q1: 149 shares; 2025Q2: 141 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 145 shares 145 $51.8K 0.03% +5 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: 1,793 shares; 2024Q4: 1,772 shares; 2025Q1: 1,769 shares; 2025Q2: 1,220 shares; 2025Q3: 1,454 shares; 2025Q4: 402 shares; 2026Q1: 427 shares 427 $51.8K 0.03% +25 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,056 shares; 2025Q1: 1,047 shares; 2025Q2: 1,013 shares; 2025Q3: 1,024 shares; 2025Q4: 65 shares; 2026Q1: 104 shares 104 $51.7K 0.03% +39 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: 678 shares; 2024Q4: 670 shares; 2025Q1: 557 shares; 2025Q2: 479 shares; 2025Q3: 444 shares; 2025Q4: 244 shares; 2026Q1: 257 shares 257 $51.2K 0.03% +13 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,238 shares; 2025Q1: 1,095 shares; 2025Q2: 1,098 shares; 2025Q3: 1,100 shares; 2025Q4: 1,103 shares; 2026Q1: 1,105 shares 1,105 $50.7K 0.03% +2 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: 944 shares; 2024Q4: 875 shares; 2025Q1: 795 shares; 2025Q2: 575 shares; 2025Q3: 595 shares; 2025Q4: 295 shares; 2026Q1: 383 shares 383 $50.6K 0.03% +88 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: 2,445 shares; 2024Q4: 2,461 shares; 2025Q1: 1,346 shares; 2025Q2: 708 shares; 2025Q3: 748 shares; 2025Q4: 751 shares; 2026Q1: 763 shares 763 $50.6K 0.03% +12 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: 4,832 shares; 2024Q4: 4,815 shares; 2025Q1: 4,790 shares; 2025Q2: 4,899 shares; 2025Q3: 4,845 shares; 2025Q4: 636 shares; 2026Q1: 626 shares 626 $49.8K 0.03% -10 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: 6,941 shares; 2024Q4: 7,032 shares; 2025Q1: 6,237 shares; 2025Q2: 5,970 shares; 2025Q3: 9,880 shares; 2025Q4: 1,580 shares; 2026Q1: 1,773 shares 1,773 $49.8K 0.03% +193 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,524 shares; 2025Q3: 1,835 shares; 2025Q4: 335 shares; 2026Q1: 356 shares 356 $49.7K 0.03% +21 Timeline ACWV 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 463 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $49.2K 0.03% 0 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: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 90 shares 90 $48.4K 0.03% -4 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: 65 shares; 2024Q4: 64 shares; 2025Q1: 70 shares; 2025Q2: 63 shares; 2025Q3: 78 shares; 2025Q4: 83 shares; 2026Q1: 111 shares 111 $48K 0.03% +28 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $47.5K 0.03% 0 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: 215 shares; 2024Q4: 432 shares; 2025Q1: 430 shares; 2025Q2: 446 shares; 2025Q3: 466 shares; 2025Q4: 226 shares; 2026Q1: 291 shares 291 $46.7K 0.03% +65 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 359 shares; 2025Q1: 353 shares; 2025Q2: 382 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 424 shares 424 $46.5K 0.03% +22 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: 703 shares; 2025Q1: 734 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 594 shares; 2026Q1: 640 shares 640 $46.5K 0.03% +46 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: 313 shares; 2024Q4: 327 shares; 2025Q1: 329 shares; 2025Q2: 416 shares; 2025Q3: 436 shares; 2025Q4: 435 shares; 2026Q1: 493 shares 493 $46.3K 0.03% +58 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: 169 shares; 2024Q4: 113 shares; 2025Q1: 60 shares; 2025Q2: 45 shares; 2025Q3: 26 shares; 2025Q4: 47 shares; 2026Q1: 135 shares 135 $46.1K 0.03% +88 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: 720 shares; 2024Q4: 706 shares; 2025Q1: 576 shares; 2025Q2: 427 shares; 2025Q3: 435 shares; 2025Q4: 260 shares; 2026Q1: 176 shares 176 $45.9K 0.02% -84 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: 684 shares; 2025Q1: 676 shares; 2025Q2: 633 shares; 2025Q3: 656 shares; 2025Q4: 48 shares; 2026Q1: 46 shares 46 $44.6K 0.02% -2 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,584 shares; 2025Q1: 3,613 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 3,619 shares; 2026Q1: 903 shares 903 $43.6K 0.02% -2,716 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 12,775 shares; 2025Q1: 8,663 shares; 2025Q2: 2,236 shares; 2025Q3: 1,401 shares; 2025Q4: 2,239 shares; 2026Q1: 864 shares 864 $43.2K 0.02% -1,375 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,041 shares; 2025Q1: 1,665 shares; 2025Q2: 1,051 shares; 2025Q3: 1,045 shares; 2025Q4: 784 shares; 2026Q1: 361 shares 361 $43.1K 0.02% -423 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 91 shares; 2025Q1: 92 shares; 2025Q2: 324 shares; 2025Q3: 328 shares; 2025Q4: 332 shares; 2026Q1: 1,818 shares 1,818 $42.2K 0.02% +1,486 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: 1,123 shares; 2024Q4: 1,168 shares; 2025Q1: 986 shares; 2025Q2: 926 shares; 2025Q3: 890 shares; 2025Q4: 616 shares; 2026Q1: 729 shares 729 $42.2K 0.02% +113 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 9 shares; 2025Q3: 11 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $42.1K 0.02% 0 Timeline SUSB 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: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,671 shares 1,671 $41.9K 0.02% -73 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 681 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 792 shares 792 $41K 0.02% +132 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: 118 shares; 2024Q4: 122 shares; 2025Q1: 118 shares; 2025Q2: 12 shares; 2025Q3: 120 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $40.7K 0.02% 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: 2,163 shares; 2024Q4: 2,074 shares; 2025Q1: 1,725 shares; 2025Q2: 1,051 shares; 2025Q3: 1,191 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $39.2K 0.02% 0 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: 208 shares; 2024Q4: 133 shares; 2025Q1: 120 shares; 2025Q2: 112 shares; 2025Q3: 149 shares; 2025Q4: 148 shares; 2026Q1: 163 shares 163 $38.5K 0.02% +15 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: 220 shares; 2024Q4: 219 shares; 2025Q1: 46 shares; 2025Q2: 73 shares; 2025Q3: 95 shares; 2025Q4: 82 shares; 2026Q1: 114 shares 114 $37.5K 0.02% +32 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: 773 shares; 2024Q4: 625 shares; 2025Q1: 621 shares; 2025Q2: 640 shares; 2025Q3: 663 shares; 2025Q4: 238 shares; 2026Q1: 387 shares 387 $37.4K 0.02% +149 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,809 shares; 2025Q1: 1,777 shares; 2025Q2: 128 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,844 shares 1,844 $37K 0.02% +121 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: 36 shares; 2024Q4: 39 shares; 2025Q1: 36 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 51 shares; 2026Q1: 64 shares 64 $36.1K 0.02% +13 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,759 shares; 2025Q1: 3,758 shares; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 215 shares; 2026Q1: 228 shares 228 $35.4K 0.02% +13 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: 209 shares; 2024Q4: 118 shares; 2025Q1: 117 shares; 2025Q2: 127 shares; 2025Q3: 125 shares; 2025Q4: 147 shares; 2026Q1: 176 shares 176 $34.9K 0.02% +29 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: 129 shares; 2024Q4: 64 shares; 2025Q1: 67 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 83 shares 83 $34.6K 0.02% +9 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 360 shares; 2025Q1: 352 shares; 2025Q2: 396 shares; 2025Q3: 448 shares; 2025Q4: 396 shares; 2026Q1: 735 shares 735 $34.3K 0.02% +339 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: 698 shares; 2024Q4: 694 shares; 2025Q1: 425 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 285 shares; 2026Q1: 122 shares 122 $34.1K 0.02% -163 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 126 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 137 shares; 2026Q1: 200 shares 200 $33.8K 0.02% +63 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: 55 shares; 2024Q4: 31 shares; 2025Q1: 30 shares; 2025Q2: 34 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 39 shares 39 $33.8K 0.02% +6 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: 178 shares; 2024Q4: 164 shares; 2025Q1: 156 shares; 2025Q2: 263 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 310 shares 310 $33.6K 0.02% +21 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 107 shares; 2025Q1: 104 shares; 2025Q2: 111 shares; 2025Q3: 120 shares; 2025Q4: 104 shares; 2026Q1: 159 shares 159 $33.4K 0.02% +55 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 128 shares; 2025Q1: 135 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $33.3K 0.02% 0 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: 60 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 192 shares; 2025Q3: 190 shares; 2025Q4: 74 shares; 2026Q1: 85 shares 85 $33.2K 0.02% +11 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: 517 shares; 2024Q4: 477 shares; 2025Q1: 498 shares; 2025Q2: 511 shares; 2025Q3: 523 shares; 2025Q4: 182 shares; 2026Q1: 192 shares 192 $33.1K 0.02% +10 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: 469 shares; 2024Q4: 370 shares; 2025Q1: 368 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 361 shares 361 $32.9K 0.02% +7 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: 156 shares; 2025Q1: 156 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 138 shares; 2026Q1: 267 shares 267 $32.8K 0.02% +129 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: 18 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 110 shares 110 $32.8K 0.02% +96 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 212 shares; 2025Q1: 228 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 1,171 shares 1,171 $32K 0.02% +797 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: 66 shares; 2024Q4: 63 shares; 2025Q1: 58 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 85 shares; 2026Q1: 75 shares 75 $31.9K 0.02% -10 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: 378 shares; 2024Q4: 274 shares; 2025Q1: 445 shares; 2025Q2: 787 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 757 shares 757 $31.1K 0.02% +26 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: 280 shares; 2024Q4: 234 shares; 2025Q1: 259 shares; 2025Q2: 306 shares; 2025Q3: 376 shares; 2025Q4: 316 shares; 2026Q1: 432 shares 432 $31.1K 0.02% +116 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: 89 shares; 2024Q4: 131 shares; 2025Q1: 448 shares; 2025Q2: 239 shares; 2025Q3: 237 shares; 2025Q4: 87 shares; 2026Q1: 123 shares 123 $30.8K 0.02% +36 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 310 shares; 2025Q2: 265 shares; 2025Q3: 240 shares; 2025Q4: 266 shares; 2026Q1: 310 shares 310 $30.7K 0.02% +44 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: 141 shares; 2024Q4: 106 shares; 2025Q1: 105 shares; 2025Q2: 110 shares; 2025Q3: 99 shares; 2025Q4: 128 shares; 2026Q1: 124 shares 124 $30.1K 0.02% -4 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: 2,176 shares; 2024Q4: 2,127 shares; 2025Q1: 2,009 shares; 2025Q2: 1,402 shares; 2025Q3: 295 shares; 2025Q4: 271 shares; 2026Q1: 304 shares 304 $29.9K 0.02% +33 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: 780 shares; 2024Q4: 642 shares; 2025Q1: 715 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 308 shares; 2026Q1: 263 shares 263 $29.8K 0.02% -45 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 916 shares; 2025Q1: 261 shares; 2025Q2: 264 shares; 2025Q3: 267 shares; 2025Q4: 271 shares; 2026Q1: 273 shares 273 $29.8K 0.02% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,111 shares; 2025Q1: 1,709 shares; 2025Q2: 1,048 shares; 2025Q3: 678 shares; 2025Q4: 621 shares; 2026Q1: 601 shares 601 $29.5K 0.02% -20 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: 85 shares; 2024Q4: 128 shares; 2025Q1: 377 shares; 2025Q2: 433 shares; 2025Q3: 419 shares; 2025Q4: 389 shares; 2026Q1: 389 shares 389 $29.3K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 121 shares; 2026Q1: 116 shares 116 $29.1K 0.02% -5 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: 39 shares; 2024Q4: 58 shares; 2025Q1: 76 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 70 shares; 2026Q1: 73 shares 73 $29.1K 0.02% +3 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,338 shares; 2025Q3: 1,089 shares; 2025Q4: 400 shares; 2026Q1: 350 shares 350 $29K 0.02% -50 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: 18 shares; 2024Q4: 6 shares; 2025Q1: 62 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 76 shares 76 $28.9K 0.02% +16 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 184 shares; 2025Q1: 181 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 211 shares 211 $28.6K 0.02% -1 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 193 shares; 2025Q1: 196 shares; 2025Q2: 771 shares; 2025Q3: 773 shares; 2025Q4: 627 shares; 2026Q1: 629 shares 629 $28.2K 0.02% +2 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 99 shares 99 $28K 0.02% +3 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: 11,515 shares; 2024Q4: 12,421 shares; 2025Q1: 13,196 shares; 2025Q2: 13,131 shares; 2025Q3: 12,947 shares; 2025Q4: 438 shares; 2026Q1: 400 shares 400 $27.9K 0.02% -38 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: 95 shares; 2024Q4: 99 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 115 shares; 2026Q1: 133 shares 133 $27.6K 0.01% +18 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 170 shares; 2025Q2: 171 shares; 2025Q3: 181 shares; 2025Q4: 187 shares; 2026Q1: 189 shares 189 $27.5K 0.01% +2 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: 100 shares; 2024Q4: 156 shares; 2025Q1: 144 shares; 2025Q2: 147 shares; 2025Q3: 142 shares; 2025Q4: 140 shares; 2026Q1: 242 shares 242 $27.4K 0.01% +102 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 224 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 297 shares 297 $27.3K 0.01% +75 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 8 shares 8 $27K 0.01% +1 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 50 shares; 2025Q3: 101 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $26.8K 0.01% 0 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: 55 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 66 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 85 shares 85 $26.7K 0.01% +3 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: 64 shares; 2024Q4: 71 shares; 2025Q1: 64 shares; 2025Q2: 75 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 91 shares 91 $26.5K 0.01% +20 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: 379 shares; 2024Q4: 380 shares; 2025Q1: 379 shares; 2025Q2: 390 shares; 2025Q3: 448 shares; 2025Q4: 103 shares; 2026Q1: 133 shares 133 $26.3K 0.01% +30 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: 12,661 shares; 2024Q4: 12,675 shares; 2025Q1: 13,482 shares; 2025Q2: 13,350 shares; 2025Q3: 13,202 shares; 2025Q4: 4,480 shares; 2026Q1: 288 shares 288 $26.1K 0.01% -4,192 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,986 shares; 2024Q4: 11,018 shares; 2025Q1: 11,053 shares; 2025Q2: 11,068 shares; 2025Q3: 10,975 shares; 2025Q4: 208 shares; 2026Q1: 139 shares 139 $25.9K 0.01% -69 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: 172 shares; 2024Q4: 187 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 213 shares 213 $25.3K 0.01% +20 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: 1,516 shares; 2024Q4: 1,381 shares; 2025Q1: 1,531 shares; 2025Q2: 1,537 shares; 2025Q3: 1,551 shares; 2025Q4: 264 shares; 2026Q1: 427 shares 427 $25.1K 0.01% +163 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: 570 shares; 2024Q4: 675 shares; 2025Q1: 678 shares; 2025Q2: 408 shares; 2025Q3: 208 shares; 2025Q4: 210 shares; 2026Q1: 234 shares 234 $25K 0.01% +24 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: 2,045 shares; 2024Q4: 1,993 shares; 2025Q1: 1,381 shares; 2025Q2: 1,143 shares; 2025Q3: 689 shares; 2025Q4: 606 shares; 2026Q1: 402 shares 402 $24.9K 0.01% -204 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 46 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 35 shares 35 $24.6K 0.01% +19 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,875 shares; 2025Q1: 1,561 shares; 2025Q2: 1,288 shares; 2025Q3: 998 shares; 2025Q4: 410 shares; 2026Q1: 453 shares 453 $24K 0.01% +43 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: 741 shares; 2024Q4: 731 shares; 2025Q1: 723 shares; 2025Q2: 632 shares; 2025Q3: 654 shares; 2025Q4: 805 shares; 2026Q1: 863 shares 863 $23.7K 0.01% +58 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: 70 shares; 2024Q4: 61 shares; 2025Q1: 65 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $23.1K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 109 shares; 2025Q3: 96 shares; 2025Q4: 71 shares; 2026Q1: 99 shares 99 $22.8K 0.01% +28 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares 2,014 $22.7K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 74 shares; 2025Q1: 79 shares; 2025Q2: 80 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 124 shares 124 $22.6K 0.01% +27 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 145 shares; 2025Q2: 147 shares; 2025Q3: 476 shares; 2025Q4: 342 shares; 2026Q1: 368 shares 368 $22.1K 0.01% +26 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: 883 shares; 2024Q4: 914 shares; 2025Q1: 883 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 928 shares 928 $22.1K 0.01% +161 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 17 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 67 shares 67 $21.9K 0.01% +54 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: 198 shares; 2024Q4: 108 shares; 2025Q1: 118 shares; 2025Q2: 105 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $21.9K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 98 shares; 2025Q2: 101 shares; 2025Q3: 110 shares; 2025Q4: 40 shares; 2026Q1: 50 shares 50 $21.8K 0.01% +10 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: 48 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 43 shares; 2025Q3: 45 shares; 2025Q4: 48 shares; 2026Q1: 55 shares 55 $21.8K 0.01% +7 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: 129 shares; 2024Q4: 48 shares; 2025Q1: 40 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $21.8K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 2,991 shares; 2025Q1: 2,330 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 480 shares; 2026Q1: 478 shares 478 $21.7K 0.01% -2 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: 3,377 shares; 2024Q4: 3,526 shares; 2025Q1: 3,122 shares; 2025Q2: 337 shares; 2025Q3: 313 shares; 2025Q4: 323 shares; 2026Q1: 429 shares 429 $21.6K 0.01% +106 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 88 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $21.4K 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: 53 shares; 2024Q4: 54 shares; 2025Q1: 51 shares; 2025Q2: 55 shares; 2025Q3: 64 shares; 2025Q4: 310 shares; 2026Q1: 204 shares 204 $21.3K 0.01% -106 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: 259 shares; 2024Q4: 281 shares; 2025Q1: 228 shares; 2025Q2: 54 shares; 2025Q3: 264 shares; 2025Q4: 293 shares; 2026Q1: 296 shares 296 $21.1K 0.01% +3 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: 246 shares; 2024Q4: 205 shares; 2025Q1: 206 shares; 2025Q2: 212 shares; 2025Q3: 151 shares; 2025Q4: 32 shares; 2026Q1: 61 shares 61 $21.1K 0.01% +29 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 9 shares; 2025Q3: 7 shares; 2025Q4: 11 shares; 2026Q1: 21 shares 21 $20.6K 0.01% +10 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $20.4K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 52 shares 52 $20.2K 0.01% +11 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,041 shares; 2025Q1: 4,030 shares; 2025Q2: 4,046 shares; 2025Q3: 4,065 shares; 2025Q4: 154 shares; 2026Q1: 159 shares 159 $20.1K 0.01% +5 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: 25 shares; 2024Q4: 20 shares; 2025Q1: 21 shares; 2025Q2: 16 shares; 2025Q3: 29 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $20.1K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 33 shares; 2025Q1: 25 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $19.9K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 76 shares; 2025Q1: 73 shares; 2025Q2: 103 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 281 shares 281 $19.9K 0.01% +220 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: 304 shares; 2024Q4: 275 shares; 2025Q1: 266 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $19.8K 0.01% 0 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 67 shares; 2025Q2: 78 shares; 2025Q3: 77 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $19.7K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 453 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 100 shares 100 $19.6K 0.01% -14 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 34 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 85 shares 85 $19.6K 0.01% +36 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: 338 shares; 2024Q4: 396 shares; 2025Q1: 346 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 77 shares; 2026Q1: 135 shares 135 $19.5K 0.01% +58 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 146 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $19.4K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 49 shares 49 $19.2K 0.01% +2 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: 117 shares; 2024Q4: 107 shares; 2025Q1: 99 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 127 shares 127 $19.2K 0.01% +1 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 232 shares 232 $19.1K 0.01% +165 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 81 shares; 2025Q1: 56 shares; 2025Q2: 68 shares; 2025Q3: 70 shares; 2025Q4: 88 shares; 2026Q1: 96 shares 96 $19K 0.01% +8 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: 727 shares; 2024Q4: 691 shares; 2025Q1: 735 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 659 shares; 2026Q1: 986 shares 986 $18.9K 0.01% +327 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $18.9K 0.01% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: 758 shares 758 $18.6K 0.01% +260 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 13 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 17 shares 17 $18.6K 0.01% +1 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: 2,931 shares; 2024Q4: 2,930 shares; 2025Q1: 2,930 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: not reported; 2026Q1: 173 shares 173 $18.4K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 58 shares; 2025Q1: 54 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 40 shares; 2026Q1: 42 shares 42 $18.3K 0.01% +2 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 13 shares 13 $17.9K 0.01% +9 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 184 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 292 shares 292 $17.8K 0.01% +44 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 475 shares; 2025Q3: 413 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $17.8K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 490 shares; 2025Q3: 435 shares; 2025Q4: 93 shares; 2026Q1: 81 shares 81 $17.6K 0.01% -12 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 60 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 86 shares 86 $17.6K 0.01% +12 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 180 shares; 2025Q1: 226 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 239 shares 239 $17.3K 0.01% -9 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 35 shares; 2025Q1: 27 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 32 shares; 2026Q1: 225 shares 225 $17.2K 0.01% +193 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: 157 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $17.2K 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: 124 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 148 shares 148 $17.1K 0.01% +39 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: 391 shares; 2024Q4: 393 shares; 2025Q1: 391 shares; 2025Q2: 487 shares; 2025Q3: 494 shares; 2025Q4: 74 shares; 2026Q1: 189 shares 189 $17.1K 0.01% +115 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 879 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,037 shares; 2025Q4: 62 shares; 2026Q1: 60 shares 60 $17K 0.01% -2 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: 58 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 74 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 82 shares 82 $16.9K 0.01% -3 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 63 shares 63 $16.7K 0.01% +2 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $16.6K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 3,672 shares; 2025Q1: 3,671 shares; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: not reported; 2026Q1: 165 shares 165 $16.4K 0.01% new 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: 195 shares; 2024Q4: 199 shares; 2025Q1: 195 shares; 2025Q2: 217 shares; 2025Q3: 228 shares; 2025Q4: 217 shares; 2026Q1: 225 shares 225 $16.4K 0.01% +8 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: not reported; 2026Q1: 307 shares 307 $16.4K 0.01% new 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: 199 shares; 2024Q4: 197 shares; 2025Q1: 196 shares; 2025Q2: 211 shares; 2025Q3: 218 shares; 2025Q4: 65 shares; 2026Q1: 56 shares 56 $16.3K 0.01% -9 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 38 shares; 2025Q3: 14 shares; 2025Q4: 16 shares; 2026Q1: 14 shares 14 $16.2K 0.01% -2 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS 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: 713 shares 713 $16.1K 0.01% new Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares 56 $16.1K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 64 shares 64 $15.9K 0.01% +24 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 20 shares 20 $15.8K 0.01% +2 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: 563 shares; 2024Q4: 1,450 shares; 2025Q1: 1,873 shares; 2025Q2: 1,904 shares; 2025Q3: 1,938 shares; 2025Q4: 272 shares; 2026Q1: 248 shares 248 $15.6K 0.01% -24 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 21 shares 21 $15.3K 0.01% +7 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: 174 shares; 2024Q4: 178 shares; 2025Q1: 174 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 140 shares; 2026Q1: 227 shares 227 $15.1K 0.01% +87 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 154 shares; 2025Q1: 186 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 172 shares 172 $15.1K 0.01% +18 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $14.8K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 69 shares 69 $14.6K 0.01% +2 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 66 shares; 2025Q2: 44 shares; 2025Q3: 74 shares; 2025Q4: 32 shares; 2026Q1: 200 shares 200 $14.6K 0.01% +168 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 57 shares 57 $14.5K 0.01% +16 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 214 shares; 2025Q1: 84 shares; 2025Q2: 77 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 820 shares 820 $14.4K 0.01% +571 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: 115 shares; 2024Q4: 119 shares; 2025Q1: 115 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $14.3K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 63 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 195 shares 195 $14.2K 0.01% +134 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 11 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $14.1K 0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $13.9K 0.01% 0 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: 18 shares; 2024Q4: 12 shares; 2025Q1: 16 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 91 shares; 2026Q1: 160 shares 160 $13.9K 0.01% +69 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 559 shares; 2025Q1: 274 shares; 2025Q2: 272 shares; 2025Q3: 286 shares; 2025Q4: 89 shares; 2026Q1: 150 shares 150 $13.9K 0.01% +61 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 145 shares; 2026Q1: 159 shares 159 $13.8K 0.01% +14 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 611 shares 611 $13.7K 0.01% +391 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 77 shares; 2025Q1: 73 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $13.7K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 306 shares; 2025Q1: 329 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 592 shares 592 $13.7K 0.01% +225 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 62 shares; 2025Q1: 61 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 172 shares 172 $13.7K 0.01% +93 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 341 shares; 2025Q4: 81 shares; 2026Q1: 2,074 shares 2,074 $13.6K 0.01% +1,993 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: 248 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 104 shares 104 $13.6K 0.01% +7 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 185 shares; 2025Q1: 147 shares; 2025Q2: 160 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 202 shares 202 $13.6K 0.01% +86 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 124 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 57 shares 57 $13.6K 0.01% +24 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 23 shares; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 33 shares; 2025Q4: 23 shares; 2026Q1: 50 shares 50 $13.5K 0.01% +27 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 146 shares 146 $13.5K 0.01% +26 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: 144 shares; 2024Q4: 160 shares; 2025Q1: 144 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 197 shares; 2026Q1: 186 shares 186 $13.5K 0.01% -11 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: 147 shares; 2024Q4: 88 shares; 2025Q1: 115 shares; 2025Q2: 80 shares; 2025Q3: 83 shares; 2025Q4: 87 shares; 2026Q1: 139 shares 139 $13.4K 0.01% +52 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: 169 shares; 2024Q4: 172 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 349 shares 349 $13.3K 0.01% +180 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: 1 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 162 shares 162 $13.3K 0.01% +143 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,264 shares; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 2,515 shares; 2025Q3: 2,515 shares; 2025Q4: 112 shares; 2026Q1: 130 shares 130 $13.3K 0.01% +18 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 63 shares 63 $13.1K 0.01% +3 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: 78 shares; 2024Q4: 89 shares; 2025Q1: 88 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $13.1K 0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 19 shares; 2025Q1: 34 shares; 2025Q2: 71 shares; 2025Q3: 52 shares; 2025Q4: 67 shares; 2026Q1: 276 shares 276 $13K 0.01% +209 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 41 shares 41 $12.9K 0.01% -2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 47 shares; 2025Q1: 46 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 63 shares 63 $12.8K 0.01% -1 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 29 shares; 2025Q1: 28 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $12.8K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 36 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 79 shares; 2025Q4: 27 shares; 2026Q1: 305 shares 305 $12.8K 0.01% +278 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 116 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 156 shares 156 $12.7K 0.01% +38 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 103 shares; 2025Q1: 102 shares; 2025Q2: 99 shares; 2025Q3: 72 shares; 2025Q4: 77 shares; 2026Q1: 228 shares 228 $12.7K 0.01% +151 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: 61 shares; 2025Q2: 40 shares; 2025Q3: 49 shares; 2025Q4: 43 shares; 2026Q1: 116 shares 116 $12.7K 0.01% +73 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: 37 shares; 2024Q4: 30 shares; 2025Q1: 37 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 38 shares; 2026Q1: 44 shares 44 $12.6K 0.01% +6 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: 539 shares; 2024Q4: 575 shares; 2025Q1: 539 shares; 2025Q2: 488 shares; 2025Q3: 576 shares; 2025Q4: 486 shares; 2026Q1: 483 shares 483 $12.6K 0.01% -3 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: 34 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $12.6K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 197 shares 197 $12.5K 0.01% -43 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: 28 shares; 2024Q4: 26 shares; 2025Q1: 28 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 45 shares 45 $12.5K 0.01% +15 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 227 shares; 2025Q2: 169 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 180 shares 180 $12.5K 0.01% +6 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: 73 shares; 2024Q4: 74 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 83 shares 83 $12.5K 0.01% +11 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: 73 shares; 2024Q4: 53 shares; 2025Q1: 79 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 46 shares 46 $12.4K 0.01% +16 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 212 shares 212 $12.3K 0.01% +109 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 40 shares 40 $12.2K 0.01% +15 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: 50 shares; 2024Q4: 52 shares; 2025Q1: 50 shares; 2025Q2: 62 shares; 2025Q3: 60 shares; 2025Q4: 46 shares; 2026Q1: 44 shares 44 $12.1K 0.01% -2 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 120 shares; 2025Q1: 49 shares; 2025Q2: 73 shares; 2025Q3: 202 shares; 2025Q4: 283 shares; 2026Q1: 369 shares 369 $12.1K 0.01% +86 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: 49 shares; 2024Q4: 51 shares; 2025Q1: 49 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 69 shares 69 $12K 0.01% +13 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 40 shares; 2025Q3: 46 shares; 2025Q4: 26 shares; 2026Q1: 34 shares 34 $12K 0.01% +8 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: 736 shares; 2024Q4: 231 shares; 2025Q1: 643 shares; 2025Q2: 973 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $11.8K 0.01% 0 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: 168 shares; 2024Q4: 173 shares; 2025Q1: 168 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 313 shares; 2026Q1: 314 shares 314 $11.8K 0.01% +1 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: 438 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 53 shares; 2025Q3: 65 shares; 2025Q4: 52 shares; 2026Q1: 78 shares 78 $11.7K 0.01% +26 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 67 shares 67 $11.6K 0.01% +45 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 28 shares; 2025Q2: 43 shares; 2025Q3: 50 shares; 2025Q4: 40 shares; 2026Q1: 47 shares 47 $11.6K 0.01% +7 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: 65 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 32 shares 32 $11.6K 0.01% +2 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 353 shares 353 $11.6K 0.01% +247 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $11.5K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $11.5K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 115 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 104 shares 104 $11.4K 0.01% +21 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: 201 shares; 2024Q4: 172 shares; 2025Q1: 179 shares; 2025Q2: 187 shares; 2025Q3: 177 shares; 2025Q4: 117 shares; 2026Q1: 160 shares 160 $11.4K 0.01% +43 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 121 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 142 shares 142 $11.4K 0.01% +28 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $11.3K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares 112 $11.3K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 253 shares; 2025Q1: 230 shares; 2025Q2: 99 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 172 shares 172 $11.2K 0.01% +35 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: 97 shares; 2024Q4: 99 shares; 2025Q1: 97 shares; 2025Q2: 107 shares; 2025Q3: 90 shares; 2025Q4: 71 shares; 2026Q1: 121 shares 121 $11.1K 0.01% +50 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $11.1K 0.01% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: not reported; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $11.1K 0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 514 shares 514 $11K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 117 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 122 shares 122 $11K 0.01% +7 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 203 shares; 2025Q1: 167 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $11K 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: 89 shares; 2024Q4: 92 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 96 shares 96 $10.9K 0.01% +21 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: 71 shares; 2024Q4: 68 shares; 2025Q1: 66 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $10.9K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 997 shares; 2025Q1: 575 shares; 2025Q2: 494 shares; 2025Q3: 337 shares; 2025Q4: 310 shares; 2026Q1: 214 shares 214 $10.9K 0.01% -96 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,048 shares; 2025Q3: 3,598 shares; 2025Q4: 98 shares; 2026Q1: 105 shares 105 $10.7K 0.01% +7 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: 1,574 shares; 2024Q4: 1,475 shares; 2025Q1: 1,461 shares; 2025Q2: 1,517 shares; 2025Q3: 1,425 shares; 2025Q4: 225 shares; 2026Q1: 237 shares 237 $10.7K 0.01% +12 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 714 shares; 2025Q1: 697 shares; 2025Q2: 520 shares; 2025Q3: 553 shares; 2025Q4: 70 shares; 2026Q1: 121 shares 121 $10.7K 0.01% +51 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 162 shares 162 $10.6K 0.01% +99 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 169 shares 169 $10.4K 0.01% +64 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: 661 shares; 2024Q4: 667 shares; 2025Q1: 261 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $10.4K 0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares 488 $10.4K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 36 shares; 2025Q4: 81 shares; 2026Q1: 80 shares 80 $10.3K 0.01% -1 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 102 shares; 2025Q1: 36 shares; 2025Q2: 94 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 547 shares 547 $10.3K 0.01% +498 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $10.3K 0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $10.2K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,476 shares; 2025Q1: 1,093 shares; 2025Q2: 713 shares; 2025Q3: 300 shares; 2025Q4: 261 shares; 2026Q1: 274 shares 274 $10.2K 0.01% +13 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 36 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 194 shares 194 $10.2K 0.01% +130 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: 195 shares; 2024Q4: 53 shares; 2025Q1: 74 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 166 shares 166 $10.2K 0.01% +125 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 146 shares 146 $10.1K 0.01% +36 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 204 shares; 2025Q1: 131 shares; 2025Q2: 99 shares; 2025Q3: 82 shares; 2025Q4: 209 shares; 2026Q1: 612 shares 612 $10.1K 0.01% +403 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 43 shares 43 $10K 0.01% -1 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: 1,579 shares; 2024Q4: 1,482 shares; 2025Q1: 1,344 shares; 2025Q2: 386 shares; 2025Q3: 189 shares; 2025Q4: 305 shares; 2026Q1: 240 shares 240 $10K 0.01% -65 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: 1,803 shares; 2024Q4: 204 shares; 2025Q1: 150 shares; 2025Q2: 55 shares; 2025Q3: 44 shares; 2025Q4: 121 shares; 2026Q1: 194 shares 194 $9.97K 0.01% +73 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: 59 shares; 2024Q4: 62 shares; 2025Q1: 59 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 122 shares; 2026Q1: 123 shares 123 $9.96K 0.01% +1 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 79 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 102 shares 102 $9.79K 0.01% -1 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 23 shares 23 $9.77K 0.01% +2 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 33 shares; 2025Q3: 41 shares; 2025Q4: 32 shares; 2026Q1: 36 shares 36 $9.61K 0.01% +4 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 36 shares 36 $9.57K 0.01% +2 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: 553 shares; 2024Q4: 567 shares; 2025Q1: 253 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 152 shares; 2026Q1: 127 shares 127 $9.46K 0.01% -25 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 83 shares; 2025Q1: 94 shares; 2025Q2: 90 shares; 2025Q3: 44 shares; 2025Q4: 105 shares; 2026Q1: 218 shares 218 $9.39K 0.01% +113 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 122 shares; 2025Q1: 116 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 53 shares; 2026Q1: 74 shares 74 $9.35K 0.01% +21 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $9.32K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 37 shares; 2025Q2: 63 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 96 shares 96 $9.32K 0.01% +7 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $9.3K 0.01% 0 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 51 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 251 shares 251 $9.28K 0.01% +235 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 2,092 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,792 shares; 2026Q1: 1,792 shares 1,792 $9.27K 0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 53 shares 53 $9.19K <0.01% +28 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 743 shares; 2025Q1: 96 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 215 shares 215 $9.12K <0.01% +75 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 31 shares; 2025Q3: 34 shares; 2025Q4: 20 shares; 2026Q1: 42 shares 42 $9.1K <0.01% +22 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 178 shares; 2025Q1: 129 shares; 2025Q2: 85 shares; 2025Q3: 33 shares; 2025Q4: 262 shares; 2026Q1: 344 shares 344 $9.07K <0.01% +82 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 181 shares 181 $9.04K <0.01% +159 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: 34 shares; 2024Q4: 30 shares; 2025Q1: 29 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 61 shares; 2026Q1: 48 shares 48 $8.95K <0.01% -13 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 65 shares; 2025Q1: 63 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 109 shares 109 $8.91K <0.01% +27 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $8.9K <0.01% new 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: 162 shares; 2024Q4: 95 shares; 2025Q1: 154 shares; 2025Q2: 128 shares; 2025Q3: 46 shares; 2025Q4: 73 shares; 2026Q1: 158 shares 158 $8.9K <0.01% +85 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $8.88K <0.01% new 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: 105 shares; 2024Q4: 71 shares; 2025Q1: 70 shares; 2025Q2: 88 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 37 shares 37 $8.86K <0.01% -58 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 48 shares; 2025Q1: 40 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 49 shares 49 $8.82K <0.01% +13 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: 28 shares; 2024Q4: 25 shares; 2025Q1: 48 shares; 2025Q2: 77 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $8.79K <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: 536 shares; 2024Q4: 1,086 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,072 shares; 2025Q4: 72 shares; 2026Q1: 78 shares 78 $8.77K <0.01% +6 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: 61 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 27 shares; 2025Q4: 21 shares; 2026Q1: 27 shares 27 $8.72K <0.01% +6 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,560 shares; 2025Q3: 1,475 shares; 2025Q4: 99 shares; 2026Q1: 91 shares 91 $8.71K <0.01% -8 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: 137 shares; 2024Q4: 137 shares; 2025Q1: 150 shares; 2025Q2: 267 shares; 2025Q3: 105 shares; 2025Q4: 120 shares; 2026Q1: 272 shares 272 $8.71K <0.01% +152 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $8.58K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 68 shares; 2025Q1: 67 shares; 2025Q2: 134 shares; 2025Q3: 180 shares; 2025Q4: 125 shares; 2026Q1: 184 shares 184 $8.54K <0.01% +59 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: 1,382 shares; 2024Q4: 1,393 shares; 2025Q1: 1,151 shares; 2025Q2: 645 shares; 2025Q3: 665 shares; 2025Q4: 143 shares; 2026Q1: 88 shares 88 $8.52K <0.01% -55 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 46 shares; 2025Q1: 53 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 119 shares 119 $8.46K <0.01% +94 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 50 shares 50 $8.44K <0.01% +33 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 805 shares; 2025Q1: 749 shares; 2025Q2: 784 shares; 2025Q3: 834 shares; 2025Q4: 183 shares; 2026Q1: 183 shares 183 $8.41K <0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 16 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 47 shares 47 $8.41K <0.01% +19 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 97 shares; 2025Q1: 58 shares; 2025Q2: 42 shares; 2025Q3: 22 shares; 2025Q4: 48 shares; 2026Q1: 56 shares 56 $8.4K <0.01% +8 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 28 shares; 2025Q1: 20 shares; 2025Q2: 25 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 64 shares 64 $8.39K <0.01% +50 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: 66 shares; 2024Q4: 191 shares; 2025Q1: 74 shares; 2025Q2: 102 shares; 2025Q3: 151 shares; 2025Q4: 35 shares; 2026Q1: 129 shares 129 $8.39K <0.01% +94 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: 42 shares; 2024Q4: 17 shares; 2025Q1: 26 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 61 shares 61 $8.37K <0.01% +29 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 8 shares; 2025Q1: 5 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 41 shares 41 $8.37K <0.01% +38 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 291 shares 291 $8.35K <0.01% +251 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 40 shares; 2025Q1: 43 shares; 2025Q2: 41 shares; 2025Q3: 66 shares; 2025Q4: 44 shares; 2026Q1: 48 shares 48 $8.34K <0.01% +4 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 53 shares; 2025Q1: 46 shares; 2025Q2: 19 shares; 2025Q3: 41 shares; 2025Q4: 39 shares; 2026Q1: 72 shares 72 $8.32K <0.01% +33 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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 55 shares; 2025Q3: 39 shares; 2025Q4: 76 shares; 2026Q1: 89 shares 89 $8.31K <0.01% +13 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 37 shares 37 $8.31K <0.01% -2 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $8.3K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 55 shares 55 $8.23K <0.01% +34 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: 176 shares; 2024Q4: 189 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $8.21K <0.01% 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: 61 shares; 2024Q4: 52 shares; 2025Q1: 71 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 152 shares 152 $8.14K <0.01% +125 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: 2,794 shares; 2024Q4: 2,595 shares; 2025Q1: 1,777 shares; 2025Q2: 929 shares; 2025Q3: 890 shares; 2025Q4: 339 shares; 2026Q1: 161 shares 161 $8.12K <0.01% -178 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 35 shares 35 $8.12K <0.01% +10 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 30 shares; 2025Q3: 27 shares; 2025Q4: 23 shares; 2026Q1: 41 shares 41 $8.1K <0.01% +18 Timeline