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: 139,507 shares; 2024Q4: 139,279 shares; 2025Q1: 138,991 shares; 2025Q2: 93,309 shares; 2025Q3: 92,431 shares; 2025Q4: 92,476 shares; 2026Q1: 91,466 shares 91,466 $23.2M 5.84% -1,010 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: 38,565 shares; 2024Q4: 39,212 shares; 2025Q1: 39,277 shares; 2025Q2: 39,602 shares; 2025Q3: 39,698 shares; 2025Q4: 40,258 shares; 2026Q1: 40,258 shares 40,258 $14.9M 3.75% 0 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: 20,373 shares; 2024Q4: 20,353 shares; 2025Q1: 20,353 shares; 2025Q2: 20,253 shares; 2025Q3: 20,441 shares; 2025Q4: 20,375 shares; 2026Q1: 19,675 shares 19,675 $13.9M 3.5% -700 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: 75,130 shares; 2024Q4: 77,307 shares; 2025Q1: 77,467 shares; 2025Q2: 77,552 shares; 2025Q3: 81,082 shares; 2025Q4: 80,532 shares; 2026Q1: 79,843 shares 79,843 $13.5M 3.41% -689 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: 41,529 shares; 2024Q4: 42,199 shares; 2025Q1: 42,199 shares; 2025Q2: 42,169 shares; 2025Q3: 41,714 shares; 2025Q4: 41,714 shares; 2026Q1: 41,714 shares 41,714 $12.6M 3.17% 0 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: 46,377 shares; 2024Q4: 47,377 shares; 2025Q1: 47,577 shares; 2025Q2: 47,577 shares; 2025Q3: 47,777 shares; 2025Q4: 47,777 shares; 2026Q1: 48,077 shares 48,077 $10.5M 2.63% +300 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: 38,712 shares; 2024Q4: 38,272 shares; 2025Q1: 38,545 shares; 2025Q2: 39,220 shares; 2025Q3: 38,738 shares; 2025Q4: 39,188 shares; 2026Q1: 39,034 shares 39,034 $9.54M 2.4% -154 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: 56,870 shares; 2024Q4: 57,374 shares; 2025Q1: 57,777 shares; 2025Q2: 56,001 shares; 2025Q3: 56,001 shares; 2025Q4: 56,001 shares; 2026Q1: 56,301 shares 56,301 $9.31M 2.34% +300 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: 184,955 shares; 2024Q4: 184,955 shares; 2025Q1: 184,955 shares; 2025Q2: 184,955 shares; 2025Q3: 185,078 shares; 2025Q4: 184,303 shares; 2026Q1: 188,398 shares 188,398 $9.18M 2.31% +4,095 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: 26,567 shares; 2024Q4: 53,134 shares; 2025Q1: 53,134 shares; 2025Q2: 53,134 shares; 2025Q3: 53,134 shares; 2025Q4: 57,114 shares; 2026Q1: 57,114 shares 57,114 $9.16M 2.3% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,422 shares; 2024Q4: 49,422 shares; 2025Q1: 49,422 shares; 2025Q2: 47,372 shares; 2025Q3: 47,399 shares; 2025Q4: 47,379 shares; 2026Q1: 47,379 shares 47,379 $9.14M 2.3% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,383 shares; 2024Q4: 46,383 shares; 2025Q1: 45,383 shares; 2025Q2: 45,383 shares; 2025Q3: 45,383 shares; 2025Q4: 45,383 shares; 2026Q1: 45,383 shares 45,383 $7.67M 1.93% 0 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: 9,846 shares; 2024Q4: 10,835 shares; 2025Q1: 10,835 shares; 2025Q2: 10,835 shares; 2025Q3: 37,088 shares; 2025Q4: 38,038 shares; 2026Q1: 36,582 shares 36,582 $7.57M 1.9% -1,456 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: 24,083 shares; 2024Q4: 24,555 shares; 2025Q1: 24,555 shares; 2025Q2: 24,555 shares; 2025Q3: 24,555 shares; 2025Q4: 24,535 shares; 2026Q1: 24,535 shares 24,535 $7.42M 1.86% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,942 shares; 2024Q4: 30,193 shares; 2025Q1: 30,195 shares; 2025Q2: 29,958 shares; 2025Q3: 29,548 shares; 2025Q4: 29,848 shares; 2026Q1: 29,948 shares 29,948 $7.26M 1.83% +100 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: 43,068 shares; 2024Q4: 47,603 shares; 2025Q1: 46,607 shares; 2025Q2: 46,460 shares; 2025Q3: 46,372 shares; 2025Q4: 46,134 shares; 2026Q1: 45,634 shares 45,634 $7.09M 1.78% -500 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: 21,025 shares; 2024Q4: 22,025 shares; 2025Q1: 22,025 shares; 2025Q2: 21,925 shares; 2025Q3: 21,931 shares; 2025Q4: 21,925 shares; 2026Q1: 21,925 shares 21,925 $6.81M 1.71% 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: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000 $6.52M 1.64% 0 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: 41,393 shares; 2024Q4: 53,865 shares; 2025Q1: 54,674 shares; 2025Q2: 53,274 shares; 2025Q3: 52,245 shares; 2025Q4: 53,163 shares; 2026Q1: 53,163 shares 53,163 $6.39M 1.61% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,562 shares; 2024Q4: 21,562 shares; 2025Q1: 21,562 shares; 2025Q2: 21,512 shares; 2025Q3: 21,512 shares; 2025Q4: 27,382 shares; 2026Q1: 27,460 shares 27,460 $6.21M 1.56% +78 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,257 shares; 2024Q4: 9,207 shares; 2025Q1: 9,207 shares; 2025Q2: 9,289 shares; 2025Q3: 9,364 shares; 2025Q4: 9,364 shares; 2026Q1: 9,364 shares 9,364 $5.4M 1.36% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,360 shares; 2024Q4: 57,360 shares; 2025Q1: 57,360 shares; 2025Q2: 56,960 shares; 2025Q3: 65,423 shares; 2025Q4: 65,423 shares; 2026Q1: 63,423 shares 63,423 $4.92M 1.24% -2,000 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: 304,242 shares; 2024Q4: 16,688 shares; 2025Q1: 16,688 shares; 2025Q2: 16,671 shares; 2025Q3: 16,692 shares; 2025Q4: 16,692 shares; 2026Q1: 16,692 shares 16,692 $4.91M 1.23% 0 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: 84,510 shares; 2024Q4: 84,510 shares; 2025Q1: 84,510 shares; 2025Q2: 84,360 shares; 2025Q3: 78,461 shares; 2025Q4: 79,811 shares; 2026Q1: 79,811 shares 79,811 $4.84M 1.22% 0 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: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,891 shares; 2025Q2: 6,788 shares; 2025Q3: 6,788 shares; 2025Q4: 6,738 shares; 2026Q1: 6,738 shares 6,738 $4.6M 1.16% 0 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: not reported; 2024Q4: 9,389 shares; 2025Q1: 9,367 shares; 2025Q2: 9,367 shares; 2025Q3: 9,367 shares; 2025Q4: not reported; 2026Q1: 9,267 shares 9,267 $4.44M 1.12% new 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: 37,788 shares; 2024Q4: 37,699 shares; 2025Q1: 37,701 shares; 2025Q2: 37,387 shares; 2025Q3: 36,840 shares; 2025Q4: 33,354 shares; 2026Q1: 30,708 shares 30,708 $4.44M 1.12% -2,646 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: 12,293 shares; 2024Q4: 12,293 shares; 2025Q1: 12,293 shares; 2025Q2: 12,293 shares; 2025Q3: 12,293 shares; 2025Q4: 12,293 shares; 2026Q1: 12,293 shares 12,293 $4.41M 1.11% 0 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: 33,200 shares; 2024Q4: 26,640 shares; 2025Q1: 26,940 shares; 2025Q2: 26,940 shares; 2025Q3: 26,940 shares; 2025Q4: 26,940 shares; 2026Q1: 26,940 shares 26,940 $4.19M 1.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 11,675 shares; 2025Q2: 11,675 shares; 2025Q3: 11,675 shares; 2025Q4: 11,675 shares; 2026Q1: 11,675 shares 11,675 $4.18M 1.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 11,422 shares; 2025Q1: 11,422 shares; 2025Q2: 11,422 shares; 2025Q3: 11,422 shares; 2025Q4: 11,342 shares; 2026Q1: 10,592 shares 10,592 $3.48M 0.88% -750 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: 17,675 shares 17,675 $3.42M 0.86% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,666 shares; 2024Q4: 61,166 shares; 2025Q1: 61,166 shares; 2025Q2: 58,166 shares; 2025Q3: 87,249 shares; 2025Q4: 87,249 shares; 2026Q1: 83,499 shares 83,499 $3.38M 0.85% -3,750 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: 14,824 shares; 2024Q4: 17,324 shares; 2025Q1: 27,904 shares; 2025Q2: 32,104 shares; 2025Q3: 31,604 shares; 2025Q4: 31,604 shares; 2026Q1: 32,304 shares 32,304 $3M 0.75% +700 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,500 shares; 2024Q4: 33,500 shares; 2025Q1: 33,800 shares; 2025Q2: 33,800 shares; 2025Q3: 33,800 shares; 2025Q4: 33,800 shares; 2026Q1: 33,800 shares 33,800 $2.96M 0.74% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,441 shares 2,441 $2.91M 0.73% new 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: 4,806 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 4,850 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,450 shares 4,450 $2.89M 0.73% -500 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: 14,996 shares; 2024Q4: 14,970 shares; 2025Q1: 14,970 shares; 2025Q2: 14,970 shares; 2025Q3: 14,982 shares; 2025Q4: 14,902 shares; 2026Q1: 14,152 shares 14,152 $2.88M 0.72% -750 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,000 shares 3,000 $2.76M 0.69% -500 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,500 shares; 2024Q4: 57,500 shares; 2025Q1: 57,500 shares; 2025Q2: 57,500 shares; 2025Q3: 57,500 shares; 2025Q4: 57,500 shares; 2026Q1: 56,500 shares 56,500 $2.71M 0.68% -1,000 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: 22,837 shares; 2024Q4: 22,837 shares; 2025Q1: 22,837 shares; 2025Q2: 22,837 shares; 2025Q3: 22,837 shares; 2025Q4: 22,837 shares; 2026Q1: 22,837 shares 22,837 $2.71M 0.68% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,177 shares; 2025Q1: 12,122 shares; 2025Q2: 12,122 shares; 2025Q3: 12,956 shares; 2025Q4: 12,585 shares; 2026Q1: 12,585 shares 12,585 $2.5M 0.63% 0 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: 8,100 shares; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,165 shares; 2025Q3: 9,265 shares; 2025Q4: 18,530 shares; 2026Q1: 18,680 shares 18,680 $2.48M 0.62% +150 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: 93,069 shares; 2024Q4: 97,160 shares; 2025Q1: 94,569 shares; 2025Q2: 92,819 shares; 2025Q3: 92,110 shares; 2025Q4: 90,419 shares; 2026Q1: 87,762 shares 87,762 $2.46M 0.62% -2,657 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: 6,921 shares; 2024Q4: 6,946 shares; 2025Q1: 6,946 shares; 2025Q2: 6,946 shares; 2025Q3: 6,771 shares; 2025Q4: 6,771 shares; 2026Q1: 6,771 shares 6,771 $2.38M 0.6% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 17,600 shares; 2025Q1: 17,600 shares; 2025Q2: 17,600 shares; 2025Q3: 17,612 shares; 2025Q4: 17,600 shares; 2026Q1: 17,600 shares 17,600 $2.27M 0.57% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 15,700 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 16,014 shares; 2025Q4: 15,966 shares; 2026Q1: 15,966 shares 15,966 $2.17M 0.55% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,148 shares; 2024Q4: 11,618 shares; 2025Q1: 11,618 shares; 2025Q2: 11,618 shares; 2025Q3: 11,143 shares; 2025Q4: 11,123 shares; 2026Q1: 11,123 shares 11,123 $2.16M 0.54% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 3,194 shares; 2025Q1: 3,194 shares; 2025Q2: 3,274 shares; 2025Q3: 3,274 shares; 2025Q4: 3,274 shares; 2026Q1: 3,274 shares 3,274 $2.14M 0.54% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,130 shares; 2024Q4: 30,170 shares; 2025Q1: 30,130 shares; 2025Q2: 29,630 shares; 2025Q3: 29,896 shares; 2025Q4: 29,426 shares; 2026Q1: 29,426 shares 29,426 $2.11M 0.53% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares 2,092 $2.08M 0.52% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,467 shares; 2024Q4: 59,467 shares; 2025Q1: 59,467 shares; 2025Q2: 57,467 shares; 2025Q3: 57,467 shares; 2025Q4: 57,467 shares; 2026Q1: 55,967 shares 55,967 $2.08M 0.52% -1,500 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: 12,540 shares; 2024Q4: 12,620 shares; 2025Q1: 12,740 shares; 2025Q2: 4,700 shares; 2025Q3: 4,900 shares; 2025Q4: 7,200 shares; 2026Q1: 9,565 shares 9,565 $1.99M 0.5% +2,365 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: 14,244 shares; 2024Q4: 14,875 shares; 2025Q1: 17,378 shares; 2025Q2: 17,060 shares; 2025Q3: 16,310 shares; 2025Q4: 15,410 shares; 2026Q1: 14,910 shares 14,910 $1.95M 0.49% -500 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: 22,545 shares; 2024Q4: 22,437 shares; 2025Q1: 22,437 shares; 2025Q2: 22,426 shares; 2025Q3: 21,310 shares; 2025Q4: 20,185 shares; 2026Q1: 20,185 shares 20,185 $1.95M 0.49% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,288 shares; 2024Q4: 23,288 shares; 2025Q1: 23,288 shares; 2025Q2: 23,288 shares; 2025Q3: 80,725 shares; 2025Q4: 80,725 shares; 2026Q1: 80,725 shares 80,725 $1.82M 0.46% 0 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: 15,200 shares; 2024Q4: 15,200 shares; 2025Q1: 15,450 shares; 2025Q2: 17,450 shares; 2025Q3: 17,268 shares; 2025Q4: 17,268 shares; 2026Q1: 17,068 shares 17,068 $1.75M 0.44% -200 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: 3,800 shares; 2024Q4: 5,748 shares; 2025Q1: 5,643 shares; 2025Q2: 5,643 shares; 2025Q3: 5,643 shares; 2025Q4: 5,643 shares; 2026Q1: 5,944 shares 5,944 $1.71M 0.43% +301 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: 6,046 shares; 2024Q4: 6,046 shares; 2025Q1: 6,046 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 5,000 shares 5,000 $1.69M 0.42% -1,000 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,070 shares; 2024Q4: 8,070 shares; 2025Q1: 8,070 shares; 2025Q2: 8,070 shares; 2025Q3: 39,418 shares; 2025Q4: 39,418 shares; 2026Q1: 39,418 shares 39,418 $1.66M 0.42% 0 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: 14,871 shares; 2024Q4: 14,871 shares; 2025Q1: 17,045 shares; 2025Q2: 18,495 shares; 2025Q3: 19,495 shares; 2025Q4: 17,095 shares; 2026Q1: 16,795 shares 16,795 $1.65M 0.42% -300 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: 8,902 shares; 2024Q4: 8,702 shares; 2025Q1: 8,702 shares; 2025Q2: 8,702 shares; 2025Q3: 8,702 shares; 2025Q4: 8,702 shares; 2026Q1: 8,702 shares 8,702 $1.65M 0.41% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 9,472 shares; 2025Q1: 9,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,703 shares; 2025Q4: 5,403 shares; 2026Q1: 5,703 shares 5,703 $1.64M 0.41% +300 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: 40,700 shares; 2024Q4: 43,000 shares; 2025Q1: 43,012 shares; 2025Q2: 43,012 shares; 2025Q3: 43,959 shares; 2025Q4: 43,959 shares; 2026Q1: 55,401 shares 55,401 $1.61M 0.4% +11,442 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: 16,899 shares; 2024Q4: 17,905 shares; 2025Q1: 17,912 shares; 2025Q2: 17,578 shares; 2025Q3: 17,578 shares; 2025Q4: 17,578 shares; 2026Q1: 23,470 shares 23,470 $1.55M 0.39% +5,892 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,692 shares; 2025Q1: 37,692 shares; 2025Q2: 37,692 shares; 2025Q3: 37,692 shares; 2025Q4: 37,692 shares; 2026Q1: 37,692 shares 37,692 $1.55M 0.39% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares 6,024 $1.46M 0.37% 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: 8,284 shares; 2024Q4: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,017 shares; 2025Q3: 8,017 shares; 2025Q4: 8,017 shares; 2026Q1: 8,017 shares 8,017 $1.46M 0.37% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 5,454 shares; 2025Q1: 4,254 shares; 2025Q2: 4,254 shares; 2025Q3: 4,254 shares; 2025Q4: 4,254 shares; 2026Q1: 4,254 shares 4,254 $1.45M 0.37% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,012 shares; 2024Q4: 17,012 shares; 2025Q1: 17,012 shares; 2025Q2: 16,512 shares; 2025Q3: 16,512 shares; 2025Q4: 16,512 shares; 2026Q1: 16,512 shares 16,512 $1.41M 0.35% 0 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,654 shares; 2024Q4: 22,654 shares; 2025Q1: 22,654 shares; 2025Q2: 22,654 shares; 2025Q3: 22,654 shares; 2025Q4: 33,980 shares; 2026Q1: 33,980 shares 33,980 $1.41M 0.35% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 29,500 shares; 2025Q4: 29,500 shares; 2026Q1: 29,000 shares 29,000 $1.36M 0.34% -500 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: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 1,875 shares; 2026Q1: 1,825 shares 1,825 $1.33M 0.33% -50 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $1.31M 0.33% 0 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: 21,435 shares; 2024Q4: 21,090 shares; 2025Q1: 21,090 shares; 2025Q2: 21,090 shares; 2025Q3: 17,111 shares; 2025Q4: 14,366 shares; 2026Q1: 14,366 shares 14,366 $1.3M 0.33% 0 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: 25,272 shares; 2024Q4: 27,273 shares; 2025Q1: 26,274 shares; 2025Q2: 27,219 shares; 2025Q3: 27,958 shares; 2025Q4: 26,808 shares; 2026Q1: 25,308 shares 25,308 $1.27M 0.32% -1,500 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: 14,495 shares; 2024Q4: 14,495 shares; 2025Q1: 14,495 shares; 2025Q2: 14,495 shares; 2025Q3: 14,495 shares; 2025Q4: 13,495 shares; 2026Q1: 13,495 shares 13,495 $1.13M 0.28% 0 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: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,582 shares; 2025Q4: 2,582 shares; 2026Q1: 2,582 shares 2,582 $1.12M 0.28% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 6,245 shares; 2025Q3: 5,009 shares; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares 4,507 $1.09M 0.27% 0 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: 36,288 shares; 2024Q4: 35,397 shares; 2025Q1: 35,397 shares; 2025Q2: 35,397 shares; 2025Q3: 31,755 shares; 2025Q4: 27,903 shares; 2026Q1: 27,903 shares 27,903 $1.06M 0.27% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $1.04M 0.26% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,495 shares; 2026Q1: 3,495 shares 3,495 $992K 0.25% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,797 shares; 2025Q3: 3,422 shares; 2025Q4: 3,422 shares; 2026Q1: 3,422 shares 3,422 $982K 0.25% 0 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: 11,979 shares; 2024Q4: 12,080 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 9,833 shares; 2025Q4: 7,346 shares; 2026Q1: 7,346 shares 7,346 $970K 0.24% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares 3,304 $964K 0.24% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,400 shares; 2025Q4: 17,400 shares; 2026Q1: 16,400 shares 16,400 $936K 0.24% -1,000 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: 1,000 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,400 shares; 2026Q1: 2,100 shares 2,100 $904K 0.23% +700 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,100 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $897K 0.23% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $882K 0.22% 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: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 7,200 shares 7,200 $834K 0.21% -1,000 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,000 shares 12,000 $821K 0.21% -500 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,679 shares; 2024Q4: 14,553 shares; 2025Q1: 13,853 shares; 2025Q2: 12,550 shares; 2025Q3: 12,062 shares; 2025Q4: 10,950 shares; 2026Q1: 10,950 shares 10,950 $815K 0.2% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $810K 0.2% 0 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: 2,126 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 2,126 shares 2,126 $808K 0.2% 0 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: 20,422 shares; 2024Q4: 20,057 shares; 2025Q1: 18,107 shares; 2025Q2: 17,407 shares; 2025Q3: 17,807 shares; 2025Q4: 17,807 shares; 2026Q1: 17,807 shares 17,807 $786K 0.2% 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: 958 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $782K 0.2% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,133 shares 2,133 $760K 0.19% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 5,825 shares; 2025Q1: 6,325 shares; 2025Q2: 5,825 shares; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 5,725 shares 5,725 $750K 0.19% -500 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,823 shares 2,823 $739K 0.19% +323 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,534 shares; 2024Q4: 10,534 shares; 2025Q1: 10,534 shares; 2025Q2: 10,534 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares; 2026Q1: 10,534 shares 10,534 $718K 0.18% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $718K 0.18% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,200 shares; 2025Q4: 13,450 shares; 2026Q1: 13,250 shares 13,250 $714K 0.18% -200 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,970 shares 5,970 $706K 0.18% new 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: 856 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 831 shares; 2026Q1: 831 shares 831 $703K 0.18% 0 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: 6,427 shares; 2024Q4: 6,427 shares; 2025Q1: 6,427 shares; 2025Q2: 6,427 shares; 2025Q3: 6,427 shares; 2025Q4: 6,427 shares; 2026Q1: 6,427 shares 6,427 $696K 0.17% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,180 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares 1,216 $696K 0.17% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 5,145 shares; 2025Q4: 5,145 shares; 2026Q1: 5,145 shares 5,145 $693K 0.17% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,606 shares; 2026Q1: 2,356 shares 2,356 $690K 0.17% -250 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: 9,520 shares; 2024Q4: 9,523 shares; 2025Q1: 9,523 shares; 2025Q2: 7,315 shares; 2025Q3: 7,315 shares; 2025Q4: 8,615 shares; 2026Q1: 8,769 shares 8,769 $667K 0.17% +154 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: 11,624 shares; 2024Q4: 11,624 shares; 2025Q1: 11,624 shares; 2025Q2: 11,624 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $653K 0.16% 0 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: 12,893 shares; 2024Q4: 12,893 shares; 2025Q1: 13,100 shares; 2025Q2: 13,100 shares; 2025Q3: 13,100 shares; 2025Q4: 11,600 shares; 2026Q1: 11,325 shares 11,325 $653K 0.16% -275 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: 8,875 shares; 2024Q4: 8,875 shares; 2025Q1: 8,875 shares; 2025Q2: 8,875 shares; 2025Q3: 8,625 shares; 2025Q4: 8,625 shares; 2026Q1: 8,625 shares 8,625 $627K 0.16% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 5,750 shares; 2025Q1: 8,250 shares; 2025Q2: 7,250 shares; 2025Q3: 6,258 shares; 2025Q4: 6,358 shares; 2026Q1: 6,358 shares 6,358 $614K 0.15% 0 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $611K 0.15% 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $583K 0.15% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 573 shares; 2025Q4: not reported; 2026Q1: 469 shares 469 $542K 0.14% new 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: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,833 shares; 2025Q4: 40,833 shares; 2026Q1: 46,585 shares 46,585 $538K 0.14% +5,752 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $518K 0.13% 0 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: 2,098 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares 2,098 $512K 0.13% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: not reported; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 1,455 shares; 2026Q1: 1,655 shares 1,655 $512K 0.13% +200 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,697 shares; 2026Q1: 6,580 shares 6,580 $501K 0.13% -117 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $490K 0.12% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $482K 0.12% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares 2,509 $482K 0.12% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 5,887 shares; 2025Q2: 5,887 shares; 2025Q3: 5,887 shares; 2025Q4: 5,887 shares; 2026Q1: 5,887 shares 5,887 $469K 0.12% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 3,818 shares; 2025Q1: 3,818 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares 7,635 $468K 0.12% 0 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: 14,521 shares; 2024Q4: 14,521 shares; 2025Q1: 14,521 shares; 2025Q2: 14,521 shares; 2025Q3: 12,555 shares; 2025Q4: 11,130 shares; 2026Q1: 11,130 shares 11,130 $464K 0.12% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,609 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,294 shares; 2025Q4: 1,254 shares; 2026Q1: 1,244 shares 1,244 $462K 0.12% -10 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: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 2,487 shares; 2025Q2: 2,887 shares; 2025Q3: 2,906 shares; 2025Q4: 3,087 shares; 2026Q1: 3,087 shares 3,087 $448K 0.11% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,891 shares; 2026Q1: 8,891 shares 8,891 $447K 0.11% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,334 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares; 2026Q1: 10,334 shares 10,334 $446K 0.11% 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: 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 $438K 0.11% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $438K 0.11% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,522 shares 1,522 $437K 0.11% +522 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: 2,918 shares; 2024Q4: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,911 shares; 2025Q3: 2,786 shares; 2025Q4: 2,686 shares; 2026Q1: 3,186 shares 3,186 $417K 0.1% +500 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,490 shares; 2025Q3: 7,490 shares; 2025Q4: 7,490 shares; 2026Q1: 7,490 shares 7,490 $416K 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,811 shares; 2025Q1: 2,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,899 shares; 2026Q1: 3,299 shares 3,299 $410K 0.1% +400 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: 10,249 shares; 2024Q4: 10,249 shares; 2025Q1: 10,249 shares; 2025Q2: 10,249 shares; 2025Q3: 10,249 shares; 2025Q4: 10,249 shares; 2026Q1: 10,249 shares 10,249 $400K 0.1% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,600 shares; 2024Q4: 41,575 shares; 2025Q1: 39,075 shares; 2025Q2: 39,075 shares; 2025Q3: 38,075 shares; 2025Q4: 38,075 shares; 2026Q1: 37,611 shares 37,611 $399K 0.1% -464 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: 4,269 shares; 2024Q4: 4,269 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 4,269 shares; 2026Q1: 4,000 shares 4,000 $389K 0.1% -269 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $388K 0.1% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $385K 0.1% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,558 shares 1,558 $385K 0.1% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,344 shares; 2024Q4: 26,344 shares; 2025Q1: 26,344 shares; 2025Q2: 23,344 shares; 2025Q3: 23,344 shares; 2025Q4: 19,724 shares; 2026Q1: 19,724 shares 19,724 $381K 0.1% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares 6,666 $380K 0.1% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares 3,235 $373K 0.09% 0 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $362K 0.09% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares 16,500 $342K 0.09% 0 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: 685 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $337K 0.08% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,028 shares; 2026Q1: 10,028 shares 10,028 $336K 0.08% 0 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: 550 shares; 2024Q4: 562 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 553 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $332K 0.08% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $327K 0.08% 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: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares 4,570 $323K 0.08% 0 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares 1,155 $323K 0.08% 0 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: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $308K 0.08% 0 Timeline GMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $302K 0.08% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $300K 0.08% 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: 7,121 shares; 2024Q4: 7,121 shares; 2025Q1: 7,121 shares; 2025Q2: 5,621 shares; 2025Q3: 5,837 shares; 2025Q4: 5,837 shares; 2026Q1: 5,837 shares 5,837 $296K 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,589 shares; 2025Q3: 2,582 shares; 2025Q4: 2,582 shares; 2026Q1: 2,582 shares 2,582 $293K 0.07% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares 2,050 $286K 0.07% 0 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: 10,086 shares; 2024Q4: 10,086 shares; 2025Q1: 10,086 shares; 2025Q2: 10,086 shares; 2025Q3: 10,086 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $284K 0.07% 0 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: not reported; 2025Q1: 9,302 shares; 2025Q2: 9,531 shares; 2025Q3: 9,760 shares; 2025Q4: 9,874 shares; 2026Q1: 10,060 shares 10,060 $280K 0.07% +186 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: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares 1,182 $279K 0.07% 0 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $279K 0.07% 0 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $277K 0.07% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,851 shares; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares; 2025Q2: 6,851 shares; 2025Q3: 6,481 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares 6,006 $275K 0.07% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $258K 0.06% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,527 shares 7,527 $257K 0.06% new 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: 11,593 shares; 2024Q4: 10,308 shares; 2025Q1: 4,835 shares; 2025Q2: 4,835 shares; 2025Q3: 4,835 shares; 2025Q4: 4,835 shares; 2026Q1: 4,835 shares 4,835 $255K 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $253K 0.06% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,662 shares; 2025Q1: 5,662 shares; 2025Q2: 5,662 shares; 2025Q3: 5,662 shares; 2025Q4: 5,662 shares; 2026Q1: 5,662 shares 5,662 $251K 0.06% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $248K 0.06% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $248K 0.06% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,181 shares 5,181 $244K 0.06% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $242K 0.06% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 627 shares 627 $240K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,216 shares 1,216 $239K 0.06% new 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: 803 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $239K 0.06% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,200 shares; 2025Q4: 1,470 shares; 2026Q1: 1,350 shares 1,350 $235K 0.06% -120 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $230K 0.06% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,337 shares; 2025Q1: 4,337 shares; 2025Q2: 4,337 shares; 2025Q3: 4,337 shares; 2025Q4: 4,337 shares; 2026Q1: 4,337 shares 4,337 $228K 0.06% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,612 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,589 shares; 2025Q4: 2,589 shares; 2026Q1: 2,581 shares 2,581 $228K 0.06% -8 Timeline FEZ 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: 3,733 shares; 2025Q3: 3,733 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $223K 0.06% 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: 7,130 shares; 2024Q4: 7,360 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,760 shares; 2025Q4: 7,760 shares; 2026Q1: 7,760 shares 7,760 $223K 0.06% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,383 shares 3,383 $220K 0.06% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,223 shares; 2024Q4: 28,223 shares; 2025Q1: 27,223 shares; 2025Q2: 27,223 shares; 2025Q3: 27,223 shares; 2025Q4: 27,223 shares; 2026Q1: 27,223 shares 27,223 $219K 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,201 shares; 2025Q1: 4,201 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,302 shares; 2026Q1: 4,302 shares 4,302 $212K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $212K 0.05% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 2,942 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,817 shares 2,817 $204K 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $203K 0.05% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,157 shares 4,157 $203K 0.05% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,250 shares; 2024Q4: 86,250 shares; 2025Q1: 86,250 shares; 2025Q2: 86,250 shares; 2025Q3: 86,250 shares; 2025Q4: 86,250 shares; 2026Q1: 86,250 shares 86,250 $69K 0.02% 0 Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares 27,000 $52.9K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $46.7K 0.01% 0 Timeline