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: 305,090 shares; 2024Q4: 308,405 shares; 2025Q1: 321,022 shares; 2025Q2: 318,896 shares; 2025Q3: 322,303 shares; 2025Q4: 322,570 shares; 2026Q1: 320,507 shares 320,507 $103M 6.03% -2,063 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: 150,006 shares; 2024Q4: 151,541 shares; 2025Q1: 158,582 shares; 2025Q2: 157,746 shares; 2025Q3: 160,735 shares; 2025Q4: 163,424 shares; 2026Q1: 163,983 shares 163,983 $78.6M 4.61% +559 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: 72,542 shares; 2024Q4: 71,491 shares; 2025Q1: 70,022 shares; 2025Q2: 67,723 shares; 2025Q3: 66,808 shares; 2025Q4: 65,390 shares; 2026Q1: 61,249 shares 61,249 $53.5M 3.14% -4,141 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: 208,345 shares; 2024Q4: 203,343 shares; 2025Q1: 197,403 shares; 2025Q2: 189,272 shares; 2025Q3: 184,981 shares; 2025Q4: 174,422 shares; 2026Q1: 172,365 shares 172,365 $53.3M 3.13% -2,057 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: 80,828 shares; 2024Q4: 80,626 shares; 2025Q1: 79,669 shares; 2025Q2: 79,584 shares; 2025Q3: 77,707 shares; 2025Q4: 77,430 shares; 2026Q1: 75,837 shares 75,837 $43.8M 2.57% -1,593 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: 140,383 shares; 2024Q4: 140,033 shares; 2025Q1: 148,263 shares; 2025Q2: 142,200 shares; 2025Q3: 141,979 shares; 2025Q4: 239,605 shares; 2026Q1: 241,332 shares 241,332 $42.1M 2.47% +1,727 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: 147,780 shares; 2024Q4: 148,045 shares; 2025Q1: 152,498 shares; 2025Q2: 151,349 shares; 2025Q3: 150,835 shares; 2025Q4: 151,268 shares; 2026Q1: 151,792 shares 151,792 $38.5M 2.26% +524 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: 180,394 shares; 2024Q4: 180,262 shares; 2025Q1: 182,623 shares; 2025Q2: 209,223 shares; 2025Q3: 208,067 shares; 2025Q4: 205,765 shares; 2026Q1: 204,237 shares 204,237 $34.7M 2.03% -1,528 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,273 shares; 2024Q4: 24,931 shares; 2025Q1: 25,042 shares; 2025Q2: 25,460 shares; 2025Q3: 25,676 shares; 2025Q4: 25,761 shares; 2026Q1: 25,382 shares 25,382 $33.5M 1.97% -379 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: 259,019 shares; 2024Q4: 258,225 shares; 2025Q1: 259,332 shares; 2025Q2: 254,283 shares; 2025Q3: 253,023 shares; 2025Q4: 252,955 shares; 2026Q1: 253,183 shares 253,183 $31.5M 1.85% +228 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: 40,652 shares; 2024Q4: 40,716 shares; 2025Q1: 41,943 shares; 2025Q2: 42,449 shares; 2025Q3: 42,366 shares; 2025Q4: 42,166 shares; 2026Q1: 41,290 shares 41,290 $29.3M 1.72% -876 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 44 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 39 shares 39 $28M 1.64% -3 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: 68,887 shares; 2024Q4: 68,878 shares; 2025Q1: 71,322 shares; 2025Q2: 69,303 shares; 2025Q3: 69,204 shares; 2025Q4: 70,594 shares; 2026Q1: 72,205 shares 72,205 $26.7M 1.57% +1,611 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: 19,800 shares; 2024Q4: 82,219 shares; 2025Q1: 87,505 shares; 2025Q2: 91,162 shares; 2025Q3: 91,800 shares; 2025Q4: 92,422 shares; 2026Q1: 91,644 shares 91,644 $26.4M 1.55% -778 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: 31,262 shares; 2024Q4: 31,628 shares; 2025Q1: 31,349 shares; 2025Q2: 30,620 shares; 2025Q3: 30,633 shares; 2025Q4: 30,330 shares; 2026Q1: 30,273 shares 30,273 $26.2M 1.54% -57 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: 28,251 shares; 2024Q4: 28,302 shares; 2025Q1: 28,345 shares; 2025Q2: 28,076 shares; 2025Q3: 28,198 shares; 2025Q4: 28,007 shares; 2026Q1: 27,717 shares 27,717 $24.8M 1.46% -290 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: 104,896 shares; 2024Q4: 104,721 shares; 2025Q1: 104,512 shares; 2025Q2: 103,883 shares; 2025Q3: 103,383 shares; 2025Q4: 103,677 shares; 2026Q1: 104,501 shares 104,501 $24.2M 1.42% +824 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: 94,422 shares; 2024Q4: 89,487 shares; 2025Q1: 89,710 shares; 2025Q2: 88,543 shares; 2025Q3: 88,280 shares; 2025Q4: 87,794 shares; 2026Q1: 53,684 shares 53,684 $22.8M 1.34% -34,110 Timeline SPYM 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: 3,420 shares; 2025Q1: 8,983 shares; 2025Q2: 24,748 shares; 2025Q3: 296,311 shares; 2025Q4: 372,711 shares; 2026Q1: 298,128 shares 298,128 $22.8M 1.34% -74,583 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: 5,493 shares; 2024Q4: 5,608 shares; 2025Q1: 5,743 shares; 2025Q2: 5,032 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares; 2026Q1: 90,273 shares 90,273 $22M 1.29% +85,287 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: 35,843 shares; 2024Q4: 35,961 shares; 2025Q1: 35,791 shares; 2025Q2: 34,906 shares; 2025Q3: 34,370 shares; 2025Q4: 34,137 shares; 2026Q1: 33,752 shares 33,752 $22M 1.29% -385 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: 21,276 shares; 2024Q4: 21,364 shares; 2025Q1: 21,411 shares; 2025Q2: 21,023 shares; 2025Q3: 20,999 shares; 2025Q4: 21,303 shares; 2026Q1: 21,584 shares 21,584 $21.5M 1.26% +281 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: 65,308 shares; 2024Q4: 65,517 shares; 2025Q1: 65,833 shares; 2025Q2: 64,831 shares; 2025Q3: 63,946 shares; 2025Q4: 64,554 shares; 2026Q1: 66,471 shares 66,471 $20.1M 1.18% +1,917 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: 58,387 shares; 2024Q4: 58,620 shares; 2025Q1: 59,964 shares; 2025Q2: 59,864 shares; 2025Q3: 59,800 shares; 2025Q4: 60,549 shares; 2026Q1: 59,451 shares 59,451 $19.4M 1.14% -1,098 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: 150,828 shares; 2024Q4: 151,335 shares; 2025Q1: 151,871 shares; 2025Q2: 148,967 shares; 2025Q3: 149,425 shares; 2025Q4: 149,106 shares; 2026Q1: 150,178 shares 150,178 $19M 1.11% +1,072 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: 20,462 shares; 2024Q4: 20,460 shares; 2025Q1: 20,489 shares; 2025Q2: 20,003 shares; 2025Q3: 20,026 shares; 2025Q4: 20,030 shares; 2026Q1: 21,878 shares 21,878 $18.5M 1.09% +1,848 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: 116,874 shares; 2024Q4: 117,460 shares; 2025Q1: 120,145 shares; 2025Q2: 122,744 shares; 2025Q3: 123,324 shares; 2025Q4: 117,549 shares; 2026Q1: 127,946 shares 127,946 $18.5M 1.09% +10,397 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: 87,445 shares; 2024Q4: 87,986 shares; 2025Q1: 87,092 shares; 2025Q2: 85,617 shares; 2025Q3: 85,931 shares; 2025Q4: 87,428 shares; 2026Q1: 88,120 shares 88,120 $18.3M 1.07% +692 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: 51,504 shares; 2024Q4: 51,794 shares; 2025Q1: 52,476 shares; 2025Q2: 52,127 shares; 2025Q3: 52,184 shares; 2025Q4: 53,289 shares; 2026Q1: 54,745 shares 54,745 $18M 1.06% +1,456 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: 53,836 shares; 2024Q4: 53,735 shares; 2025Q1: 54,672 shares; 2025Q2: 54,458 shares; 2025Q3: 54,850 shares; 2025Q4: 55,226 shares; 2026Q1: 56,465 shares 56,465 $17.5M 1.03% +1,239 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: 106,716 shares; 2024Q4: 108,062 shares; 2025Q1: 109,380 shares; 2025Q2: 107,415 shares; 2025Q3: 108,702 shares; 2025Q4: 108,700 shares; 2026Q1: 109,093 shares 109,093 $17.4M 1.02% +393 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: 38,458 shares; 2024Q4: 38,468 shares; 2025Q1: 38,565 shares; 2025Q2: 38,322 shares; 2025Q3: 38,671 shares; 2025Q4: 38,035 shares; 2026Q1: 39,989 shares 39,989 $17.4M 1.02% +1,954 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: 100,424 shares; 2024Q4: 100,675 shares; 2025Q1: 100,891 shares; 2025Q2: 98,306 shares; 2025Q3: 97,947 shares; 2025Q4: 98,737 shares; 2026Q1: 100,761 shares 100,761 $17M 1% +2,024 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: 15,361 shares; 2024Q4: 15,534 shares; 2025Q1: 19,110 shares; 2025Q2: 19,323 shares; 2025Q3: 19,329 shares; 2025Q4: 19,734 shares; 2026Q1: 56,500 shares 56,500 $16.6M 0.98% +36,766 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,285 shares; 2024Q4: 253,506 shares; 2025Q1: 256,306 shares; 2025Q2: 257,232 shares; 2025Q3: 257,115 shares; 2025Q4: 256,306 shares; 2026Q1: 254,893 shares 254,893 $16.4M 0.96% -1,413 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: 46,900 shares; 2024Q4: 47,069 shares; 2025Q1: 47,427 shares; 2025Q2: 47,640 shares; 2025Q3: 47,590 shares; 2025Q4: 47,395 shares; 2026Q1: 49,180 shares 49,180 $16.2M 0.95% +1,785 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: 76,735 shares; 2024Q4: 77,039 shares; 2025Q1: 79,734 shares; 2025Q2: 79,984 shares; 2025Q3: 80,156 shares; 2025Q4: 79,484 shares; 2026Q1: 83,198 shares 83,198 $16.2M 0.95% +3,714 Timeline XLG 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: 296,640 shares; 2024Q4: 300,905 shares; 2025Q1: 295,580 shares; 2025Q2: 299,338 shares; 2025Q3: 295,297 shares; 2025Q4: 294,637 shares; 2026Q1: 292,992 shares 292,992 $16M 0.94% -1,645 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: 44,238 shares; 2024Q4: 44,453 shares; 2025Q1: 44,868 shares; 2025Q2: 44,567 shares; 2025Q3: 45,157 shares; 2025Q4: 44,422 shares; 2026Q1: 46,958 shares 46,958 $15.1M 0.88% +2,536 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: 55,773 shares; 2024Q4: 56,335 shares; 2025Q1: 56,864 shares; 2025Q2: 58,306 shares; 2025Q3: 58,943 shares; 2025Q4: 59,291 shares; 2026Q1: 61,657 shares 61,657 $15M 0.88% +2,366 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: 24,418 shares; 2024Q4: 24,611 shares; 2025Q1: 24,677 shares; 2025Q2: 24,473 shares; 2025Q3: 24,617 shares; 2025Q4: 24,993 shares; 2026Q1: 25,814 shares 25,814 $14.8M 0.87% +821 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: 79,269 shares; 2024Q4: 79,706 shares; 2025Q1: 79,039 shares; 2025Q2: 78,036 shares; 2025Q3: 78,968 shares; 2025Q4: 77,735 shares; 2026Q1: 83,148 shares 83,148 $14.4M 0.85% +5,413 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: 1,449 shares; 2024Q4: 1,297 shares; 2025Q1: 1,384 shares; 2025Q2: 4,452 shares; 2025Q3: 14,494 shares; 2025Q4: 14,817 shares; 2026Q1: 15,252 shares 15,252 $14M 0.82% +435 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: 2,580 shares; 2024Q4: 2,625 shares; 2025Q1: 3,018 shares; 2025Q2: 3,231 shares; 2025Q3: 3,831 shares; 2025Q4: 3,814 shares; 2026Q1: 47,712 shares 47,712 $13.3M 0.78% +43,898 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: 41,582 shares; 2024Q4: 41,617 shares; 2025Q1: 43,302 shares; 2025Q2: 44,739 shares; 2025Q3: 43,553 shares; 2025Q4: 45,049 shares; 2026Q1: 44,739 shares 44,739 $12.8M 0.75% -310 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,177 shares; 2024Q4: 76,271 shares; 2025Q1: 75,171 shares; 2025Q2: 74,683 shares; 2025Q3: 62,585 shares; 2025Q4: 61,637 shares; 2026Q1: 60,454 shares 60,454 $12.4M 0.73% -1,183 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: 58,406 shares; 2024Q4: 58,363 shares; 2025Q1: 59,232 shares; 2025Q2: 58,015 shares; 2025Q3: 58,350 shares; 2025Q4: 58,874 shares; 2026Q1: 60,301 shares 60,301 $12.3M 0.72% +1,427 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: 237,705 shares; 2024Q4: 237,705 shares; 2025Q1: 251,485 shares; 2025Q2: 254,651 shares; 2025Q3: 251,751 shares; 2025Q4: 251,751 shares; 2026Q1: 321,451 shares 321,451 $12.2M 0.71% +69,700 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: 60,966 shares; 2024Q4: 61,902 shares; 2025Q1: 64,533 shares; 2025Q2: 60,386 shares; 2025Q3: 60,683 shares; 2025Q4: 59,457 shares; 2026Q1: 63,282 shares 63,282 $12M 0.7% +3,825 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 124,387 shares 124,387 $11.6M 0.68% new 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: 25,926 shares; 2024Q4: 25,926 shares; 2025Q1: 25,926 shares; 2025Q2: 25,926 shares; 2025Q3: 25,948 shares; 2025Q4: 25,466 shares; 2026Q1: 25,466 shares 25,466 $11.1M 0.65% 0 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: 183,656 shares; 2024Q4: 184,021 shares; 2025Q1: 184,958 shares; 2025Q2: 183,826 shares; 2025Q3: 185,926 shares; 2025Q4: 182,884 shares; 2026Q1: 196,338 shares 196,338 $11.1M 0.65% +13,454 Timeline OEF 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: 35,236 shares; 2024Q4: 35,236 shares; 2025Q1: 34,193 shares; 2025Q2: 33,561 shares; 2025Q3: 32,946 shares; 2025Q4: 32,854 shares; 2026Q1: 32,500 shares 32,500 $10.3M 0.61% -354 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: 30,783 shares; 2024Q4: 30,944 shares; 2025Q1: 31,687 shares; 2025Q2: 31,203 shares; 2025Q3: 31,361 shares; 2025Q4: 31,822 shares; 2026Q1: 23,796 shares 23,796 $10.3M 0.6% -8,026 Timeline IMTM 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: 264,264 shares; 2024Q4: 210,902 shares; 2025Q1: 214,182 shares; 2025Q2: 213,444 shares; 2025Q3: 207,175 shares; 2025Q4: 206,807 shares; 2026Q1: 209,619 shares 209,619 $10.1M 0.59% +2,812 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: 42,964 shares; 2024Q4: 43,623 shares; 2025Q1: 43,807 shares; 2025Q2: 43,332 shares; 2025Q3: 43,578 shares; 2025Q4: 43,315 shares; 2026Q1: 46,132 shares 46,132 $9.99M 0.59% +2,817 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: 49,475 shares; 2024Q4: 49,459 shares; 2025Q1: 49,763 shares; 2025Q2: 49,407 shares; 2025Q3: 49,472 shares; 2025Q4: 51,319 shares; 2026Q1: 53,060 shares 53,060 $8.35M 0.49% +1,741 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,822 shares; 2025Q3: 154,027 shares; 2025Q4: 153,756 shares; 2026Q1: 152,346 shares 152,346 $8.3M 0.49% -1,410 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,453 shares; 2025Q4: 15,560 shares; 2026Q1: 26,427 shares 26,427 $8.3M 0.49% +10,867 Timeline MGC 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: 45,536 shares; 2025Q1: 24,245 shares; 2025Q2: 26,448 shares; 2025Q3: 35,104 shares; 2025Q4: 35,004 shares; 2026Q1: 35,106 shares 35,106 $8.3M 0.49% +102 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,159 shares; 2024Q4: 46,029 shares; 2025Q1: 43,508 shares; 2025Q2: 43,002 shares; 2025Q3: 39,224 shares; 2025Q4: 38,744 shares; 2026Q1: 38,524 shares 38,524 $8.23M 0.48% -220 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: 17,979 shares; 2024Q4: 16,860 shares; 2025Q1: 17,860 shares; 2025Q2: 17,160 shares; 2025Q3: 17,375 shares; 2025Q4: 17,675 shares; 2026Q1: 17,245 shares 17,245 $7.42M 0.44% -430 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: 57,939 shares; 2024Q4: 56,375 shares; 2025Q1: 55,346 shares; 2025Q2: 55,519 shares; 2025Q3: 35,663 shares; 2025Q4: 35,297 shares; 2026Q1: 32,761 shares 32,761 $7.05M 0.41% -2,536 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: 32,999 shares; 2024Q4: 31,694 shares; 2025Q1: 30,762 shares; 2025Q2: 30,794 shares; 2025Q3: 30,209 shares; 2025Q4: 32,193 shares; 2026Q1: 32,555 shares 32,555 $6.78M 0.4% +362 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: 60,842 shares; 2024Q4: 19,902 shares; 2025Q1: 21,362 shares; 2025Q2: 21,986 shares; 2025Q3: 22,012 shares; 2025Q4: 13,634 shares; 2026Q1: 12,099 shares 12,099 $6.64M 0.39% -1,535 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: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,775 shares; 2025Q2: 2,905 shares; 2025Q3: 9,195 shares; 2025Q4: 3,649 shares; 2026Q1: 44,784 shares 44,784 $6.59M 0.39% +41,135 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,803 shares; 2024Q4: 62,693 shares; 2025Q1: 62,693 shares; 2025Q2: 160,149 shares; 2025Q3: 161,613 shares; 2025Q4: 162,702 shares; 2026Q1: 58,111 shares 58,111 $6.47M 0.38% -104,591 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,853 shares; 2025Q3: 87,607 shares; 2025Q4: 88,291 shares; 2026Q1: 88,852 shares 88,852 $6.46M 0.38% +561 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,185 shares 65,185 $6.28M 0.37% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 66,154 shares; 2025Q2: 66,259 shares; 2025Q3: 66,528 shares; 2025Q4: 66,353 shares; 2026Q1: 65,000 shares 65,000 $6.02M 0.35% -1,353 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: 28,459 shares; 2024Q4: 28,611 shares; 2025Q1: 29,245 shares; 2025Q2: 29,224 shares; 2025Q3: 29,027 shares; 2025Q4: 28,868 shares; 2026Q1: 29,025 shares 29,025 $6.01M 0.35% +157 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,512 shares; 2024Q4: 50,368 shares; 2025Q1: 117,994 shares; 2025Q2: 119,468 shares; 2025Q3: 119,823 shares; 2025Q4: 120,243 shares; 2026Q1: 113,034 shares 113,034 $5.99M 0.35% -7,209 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: 64,515 shares; 2024Q4: 62,215 shares; 2025Q1: 58,755 shares; 2025Q2: 57,506 shares; 2025Q3: 57,130 shares; 2025Q4: 57,130 shares; 2026Q1: 60,493 shares 60,493 $5.48M 0.32% +3,363 Timeline XLY 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: 29,102 shares; 2024Q4: 28,851 shares; 2025Q1: 28,481 shares; 2025Q2: 28,142 shares; 2025Q3: 23,497 shares; 2025Q4: 49,999 shares; 2026Q1: 48,805 shares 48,805 $5.32M 0.31% -1,194 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,315 shares; 2025Q2: 1,304 shares; 2025Q3: 1,314 shares; 2025Q4: 25,300 shares; 2026Q1: 52,533 shares 52,533 $5.05M 0.3% +27,233 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397 shares; 2024Q4: 4,337 shares; 2025Q1: 4,422 shares; 2025Q2: 4,592 shares; 2025Q3: 14,063 shares; 2025Q4: 14,063 shares; 2026Q1: 14,249 shares 14,249 $4.82M 0.28% +186 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X 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: 65,325 shares 65,325 $4.63M 0.27% new 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: 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 $4.49M 0.26% 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: 1,299 shares; 2024Q4: 1,428 shares; 2025Q1: 8,577 shares; 2025Q2: 10,924 shares; 2025Q3: 11,125 shares; 2025Q4: 11,411 shares; 2026Q1: 11,698 shares 11,698 $4.35M 0.26% +287 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: 134,338 shares; 2024Q4: 130,832 shares; 2025Q1: 130,836 shares; 2025Q2: 130,840 shares; 2025Q3: 130,845 shares; 2025Q4: 132,940 shares; 2026Q1: 122,649 shares 122,649 $4.31M 0.25% -10,291 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: 27,478 shares; 2025Q1: 28,444 shares; 2025Q2: 32,012 shares; 2025Q3: 31,609 shares; 2025Q4: 32,561 shares; 2026Q1: 32,957 shares 32,957 $4.05M 0.24% +396 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,664 shares; 2025Q3: 26,665 shares; 2025Q4: 26,736 shares; 2026Q1: 27,228 shares 27,228 $3.88M 0.23% +492 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: 19,590 shares; 2024Q4: 19,590 shares; 2025Q1: 19,590 shares; 2025Q2: 19,590 shares; 2025Q3: 19,590 shares; 2025Q4: 19,590 shares; 2026Q1: 19,500 shares 19,500 $3.83M 0.22% -90 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: 7,490 shares; 2024Q4: 7,380 shares; 2025Q1: 6,930 shares; 2025Q2: 6,864 shares; 2025Q3: 6,445 shares; 2025Q4: 6,308 shares; 2026Q1: 6,093 shares 6,093 $3.76M 0.22% -215 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: 16,491 shares; 2024Q4: 15,975 shares; 2025Q1: 15,401 shares; 2025Q2: 15,518 shares; 2025Q3: 15,140 shares; 2025Q4: 14,748 shares; 2026Q1: 9,327 shares 9,327 $3.71M 0.22% -5,421 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: 5,796 shares; 2024Q4: 5,821 shares; 2025Q1: 6,417 shares; 2025Q2: 6,614 shares; 2025Q3: 6,685 shares; 2025Q4: 7,108 shares; 2026Q1: 7,363 shares 7,363 $3.68M 0.22% +255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 2,020 shares; 2026Q1: 4,966 shares 4,966 $3.67M 0.22% +2,946 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: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 4,043 shares; 2025Q4: 5,778 shares; 2026Q1: 5,833 shares 5,833 $3.49M 0.2% +55 Timeline IJK 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: 31,700 shares; 2024Q4: 31,700 shares; 2025Q1: 31,700 shares; 2025Q2: 31,700 shares; 2025Q3: 31,700 shares; 2025Q4: 31,700 shares; 2026Q1: 31,700 shares 31,700 $3.19M 0.19% 0 Timeline IHI 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: 99,517 shares; 2024Q4: 106,872 shares; 2025Q1: 104,435 shares; 2025Q2: 101,540 shares; 2025Q3: 63,816 shares; 2025Q4: 63,386 shares; 2026Q1: 57,676 shares 57,676 $3.08M 0.18% -5,710 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: 11,655 shares; 2024Q4: 11,655 shares; 2025Q1: 11,585 shares; 2025Q2: 11,585 shares; 2025Q3: 11,585 shares; 2025Q4: 23,170 shares; 2026Q1: 22,612 shares 22,612 $3.01M 0.18% -558 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,448 shares; 2025Q4: 10,741 shares; 2026Q1: 10,495 shares 10,495 $2.96M 0.17% -246 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: 5,260 shares; 2024Q4: 5,264 shares; 2025Q1: 4,838 shares; 2025Q2: 4,822 shares; 2025Q3: 5,462 shares; 2025Q4: 4,466 shares; 2026Q1: 4,520 shares 4,520 $2.95M 0.17% +54 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,842 shares; 2024Q4: 79,873 shares; 2025Q1: 79,906 shares; 2025Q2: 79,938 shares; 2025Q3: 79,968 shares; 2025Q4: 83,079 shares; 2026Q1: 79,999 shares 79,999 $2.93M 0.17% -3,080 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,419 shares; 2024Q4: 28,419 shares; 2025Q1: 13,419 shares; 2025Q2: 12,919 shares; 2025Q3: 12,919 shares; 2025Q4: 12,919 shares; 2026Q1: 12,919 shares 12,919 $2.87M 0.17% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,330 shares 29,330 $2.87M 0.17% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,197 shares 9,197 $2.77M 0.16% new Timeline IBDW 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: 36,675 shares; 2024Q4: 73,310 shares; 2025Q1: 81,130 shares; 2025Q2: 86,845 shares; 2025Q3: 90,615 shares; 2025Q4: 91,635 shares; 2026Q1: 128,455 shares 128,455 $2.69M 0.16% +36,820 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: 5,097 shares; 2024Q4: 5,052 shares; 2025Q1: 5,230 shares; 2025Q2: 5,552 shares; 2025Q3: 5,297 shares; 2025Q4: 5,524 shares; 2026Q1: 5,775 shares 5,775 $2.66M 0.16% +251 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,853 shares 17,853 $2.61M 0.15% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,450 shares; 2025Q1: 20,410 shares; 2025Q2: 11,370 shares; 2025Q3: 11,370 shares; 2025Q4: 11,373 shares; 2026Q1: 12,070 shares 12,070 $2.58M 0.15% +697 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,034 shares; 2025Q4: 1,984 shares; 2026Q1: 3,257 shares 3,257 $2.57M 0.15% +1,273 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: 11,151 shares; 2024Q4: 11,296 shares; 2025Q1: 44,245 shares; 2025Q2: 43,370 shares; 2025Q3: 28,714 shares; 2025Q4: 27,631 shares; 2026Q1: 27,921 shares 27,921 $2.52M 0.15% +290 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: 10,205 shares; 2024Q4: 10,467 shares; 2025Q1: 13,700 shares; 2025Q2: 13,922 shares; 2025Q3: 14,021 shares; 2025Q4: 14,071 shares; 2026Q1: 13,631 shares 13,631 $2.48M 0.15% -440 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,128 shares; 2026Q1: 15,402 shares 15,402 $2.47M 0.14% +8,274 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: 32,417 shares; 2024Q4: 100,334 shares; 2025Q1: 100,654 shares; 2025Q2: 100,537 shares; 2025Q3: 99,924 shares; 2025Q4: 98,804 shares; 2026Q1: 97,666 shares 97,666 $2.45M 0.14% -1,138 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: 9,095 shares; 2024Q4: 8,830 shares; 2025Q1: 8,695 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 8,563 shares; 2026Q1: 8,619 shares 8,619 $2.45M 0.14% +56 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: 6,177 shares; 2024Q4: 6,184 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 6,454 shares; 2025Q4: 8,338 shares; 2026Q1: 8,338 shares 8,338 $2.39M 0.14% 0 Timeline JMST 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,849 shares 44,849 $2.29M 0.13% 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: 27,892 shares; 2024Q4: 28,132 shares; 2025Q1: 31,536 shares; 2025Q2: 32,981 shares; 2025Q3: 31,376 shares; 2025Q4: 31,838 shares; 2026Q1: 31,223 shares 31,223 $2.27M 0.13% -615 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: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,636 shares 1,636 $2.26M 0.13% +90 Timeline IBDV 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: 51,530 shares; 2024Q4: 75,945 shares; 2025Q1: 82,235 shares; 2025Q2: 82,170 shares; 2025Q3: 85,830 shares; 2025Q4: 86,810 shares; 2026Q1: 101,755 shares 101,755 $2.23M 0.13% +14,945 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: not reported; 2024Q4: 37,627 shares; 2025Q1: 37,700 shares; 2025Q2: 38,674 shares; 2025Q3: 38,832 shares; 2025Q4: 38,960 shares; 2026Q1: 34,665 shares 34,665 $2.21M 0.13% -4,295 Timeline IBDX 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: 26,960 shares; 2024Q4: 48,940 shares; 2025Q1: 54,960 shares; 2025Q2: 57,210 shares; 2025Q3: 60,010 shares; 2025Q4: 65,850 shares; 2026Q1: 87,235 shares 87,235 $2.2M 0.13% +21,385 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,370 shares; 2025Q3: not reported; 2025Q4: 1,630 shares; 2026Q1: 9,178 shares 9,178 $2.19M 0.13% +7,548 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,525 shares; 2025Q2: 3,756 shares; 2025Q3: 3,815 shares; 2025Q4: 4,016 shares; 2026Q1: 4,012 shares 4,012 $2.16M 0.13% -4 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: 54,367 shares; 2024Q4: 54,938 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $2.12M 0.12% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 5,723 shares; 2025Q3: 5,818 shares; 2025Q4: 3,831 shares; 2026Q1: 6,163 shares 6,163 $2.09M 0.12% +2,332 Timeline IBDU 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: 60,845 shares; 2024Q4: 68,680 shares; 2025Q1: 74,570 shares; 2025Q2: 74,050 shares; 2025Q3: 74,890 shares; 2025Q4: 75,320 shares; 2026Q1: 89,205 shares 89,205 $2.07M 0.12% +13,885 Timeline IBDT 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: 60,070 shares; 2024Q4: 64,465 shares; 2025Q1: 64,085 shares; 2025Q2: 66,490 shares; 2025Q3: 69,600 shares; 2025Q4: 69,780 shares; 2026Q1: 78,335 shares 78,335 $1.98M 0.12% +8,555 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: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,123 shares; 2025Q3: 3,093 shares; 2025Q4: 3,397 shares; 2026Q1: 3,227 shares 3,227 $1.95M 0.11% -170 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX 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: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 9,532 shares 9,532 $1.91M 0.11% new 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: 19,558 shares; 2024Q4: 18,518 shares; 2025Q1: 22,717 shares; 2025Q2: 23,231 shares; 2025Q3: 21,083 shares; 2025Q4: 20,876 shares; 2026Q1: 20,268 shares 20,268 $1.88M 0.11% -608 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: 13,484 shares; 2024Q4: 13,265 shares; 2025Q1: 14,768 shares; 2025Q2: 13,049 shares; 2025Q3: 11,861 shares; 2025Q4: 11,868 shares; 2026Q1: 12,571 shares 12,571 $1.82M 0.11% +703 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: 387 shares; 2024Q4: 385 shares; 2025Q1: 403 shares; 2025Q2: 418 shares; 2025Q3: 424 shares; 2025Q4: 445 shares; 2026Q1: 431 shares 431 $1.81M 0.11% -14 Timeline IBDY 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: 9,480 shares; 2024Q4: 41,840 shares; 2025Q1: 47,100 shares; 2025Q2: 46,715 shares; 2025Q3: 47,215 shares; 2025Q4: 48,035 shares; 2026Q1: 70,065 shares 70,065 $1.81M 0.11% +22,030 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: 17,131 shares; 2024Q4: 17,308 shares; 2025Q1: 16,503 shares; 2025Q2: 15,098 shares; 2025Q3: 14,233 shares; 2025Q4: 13,990 shares; 2026Q1: 14,592 shares 14,592 $1.76M 0.1% +602 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: 23,164 shares; 2024Q4: 23,183 shares; 2025Q1: 22,661 shares; 2025Q2: 21,378 shares; 2025Q3: 21,388 shares; 2025Q4: 21,408 shares; 2026Q1: 22,886 shares 22,886 $1.74M 0.1% +1,478 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,620 shares; 2024Q4: 25,910 shares; 2025Q1: 33,840 shares; 2025Q2: 32,640 shares; 2025Q3: 32,890 shares; 2025Q4: 33,190 shares; 2026Q1: 34,405 shares 34,405 $1.73M 0.1% +1,215 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: 5,996 shares; 2024Q4: 5,996 shares; 2025Q1: 5,896 shares; 2025Q2: 5,896 shares; 2025Q3: 5,896 shares; 2025Q4: 7,096 shares; 2026Q1: 6,900 shares 6,900 $1.71M 0.1% -196 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 835 shares; 2025Q3: 848 shares; 2025Q4: 873 shares; 2026Q1: 949 shares 949 $1.64M 0.1% +76 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: 5,584 shares; 2024Q4: 5,587 shares; 2025Q1: 5,900 shares; 2025Q2: 6,546 shares; 2025Q3: 5,924 shares; 2025Q4: 7,086 shares; 2026Q1: 7,022 shares 7,022 $1.61M 0.09% -64 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 3,901 shares 3,901 $1.59M 0.09% new Timeline IBDS 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: 56,867 shares; 2024Q4: 59,207 shares; 2025Q1: 59,387 shares; 2025Q2: 61,317 shares; 2025Q3: 61,556 shares; 2025Q4: 60,237 shares; 2026Q1: 61,475 shares 61,475 $1.49M 0.09% +1,238 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: 13,840 shares; 2024Q4: 56,003 shares; 2025Q1: 53,213 shares; 2025Q2: 53,031 shares; 2025Q3: 49,997 shares; 2025Q4: 49,004 shares; 2026Q1: 49,250 shares 49,250 $1.43M 0.08% +246 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 12,935 shares; 2026Q1: 14,730 shares 14,730 $1.43M 0.08% +1,795 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: 8,080 shares; 2024Q4: 8,195 shares; 2025Q1: 9,124 shares; 2025Q2: 9,197 shares; 2025Q3: 10,671 shares; 2025Q4: 11,351 shares; 2026Q1: 10,858 shares 10,858 $1.42M 0.08% -493 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,750 shares; 2024Q4: 66,580 shares; 2025Q1: 67,330 shares; 2025Q2: 66,170 shares; 2025Q3: 65,270 shares; 2025Q4: 65,145 shares; 2026Q1: 62,400 shares 62,400 $1.4M 0.08% -2,745 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: 6,047 shares; 2024Q4: 6,045 shares; 2025Q1: 5,845 shares; 2025Q2: 5,860 shares; 2025Q3: 5,734 shares; 2025Q4: 5,682 shares; 2026Q1: 6,268 shares 6,268 $1.36M 0.08% +586 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: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,499 shares 2,499 $1.34M 0.08% +12 Timeline IBDZ 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: 13,175 shares; 2025Q1: 16,225 shares; 2025Q2: 18,085 shares; 2025Q3: 20,835 shares; 2025Q4: 20,835 shares; 2026Q1: 51,410 shares 51,410 $1.34M 0.08% +30,575 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: 8,313 shares; 2024Q4: 8,233 shares; 2025Q1: 9,230 shares; 2025Q2: 8,968 shares; 2025Q3: 8,742 shares; 2025Q4: 8,667 shares; 2026Q1: 8,450 shares 8,450 $1.31M 0.08% -217 Timeline SKYY 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: 13,825 shares; 2024Q4: 13,823 shares; 2025Q1: 12,250 shares; 2025Q2: 12,078 shares; 2025Q3: 12,076 shares; 2025Q4: 12,074 shares; 2026Q1: 11,962 shares 11,962 $1.31M 0.08% -112 Timeline KBE 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: 32,690 shares; 2024Q4: 32,690 shares; 2025Q1: 32,690 shares; 2025Q2: 32,690 shares; 2025Q3: 32,690 shares; 2025Q4: 22,090 shares; 2026Q1: 21,750 shares 21,750 $1.3M 0.08% -340 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: 5,147 shares; 2024Q4: 5,242 shares; 2025Q1: 5,264 shares; 2025Q2: 5,690 shares; 2025Q3: 6,440 shares; 2025Q4: 5,707 shares; 2026Q1: 5,877 shares 5,877 $1.29M 0.08% +170 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: 11,754 shares; 2024Q4: 14,369 shares; 2025Q1: 13,967 shares; 2025Q2: 13,844 shares; 2025Q3: 12,183 shares; 2025Q4: 10,629 shares; 2026Q1: 9,602 shares 9,602 $1.27M 0.07% -1,027 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: 25,282 shares; 2024Q4: 25,962 shares; 2025Q1: 34,702 shares; 2025Q2: 37,031 shares; 2025Q3: 38,730 shares; 2025Q4: 39,227 shares; 2026Q1: 37,711 shares 37,711 $1.26M 0.07% -1,516 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: 4,675 shares; 2024Q4: 4,845 shares; 2025Q1: 4,955 shares; 2025Q2: 4,972 shares; 2025Q3: 5,042 shares; 2025Q4: 5,044 shares; 2026Q1: 5,042 shares 5,042 $1.26M 0.07% -2 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: 2,155 shares; 2024Q4: 2,355 shares; 2025Q1: 2,245 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,195 shares; 2026Q1: 2,177 shares 2,177 $1.23M 0.07% -18 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,268 shares; 2024Q4: 58,032 shares; 2025Q1: 59,932 shares; 2025Q2: 57,872 shares; 2025Q3: 57,672 shares; 2025Q4: 58,698 shares; 2026Q1: 59,638 shares 59,638 $1.22M 0.07% +940 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,953 shares; 2024Q4: 61,892 shares; 2025Q1: 63,792 shares; 2025Q2: 61,897 shares; 2025Q3: 61,492 shares; 2025Q4: 70,577 shares; 2026Q1: 59,987 shares 59,987 $1.18M 0.07% -10,590 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,260 shares; 2024Q4: 52,040 shares; 2025Q1: 52,810 shares; 2025Q2: 52,060 shares; 2025Q3: 53,410 shares; 2025Q4: 54,320 shares; 2026Q1: 54,110 shares 54,110 $1.17M 0.07% -210 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: 3,087 shares; 2024Q4: 3,357 shares; 2025Q1: 3,892 shares; 2025Q2: 3,894 shares; 2025Q3: 3,820 shares; 2025Q4: 4,844 shares; 2026Q1: 4,673 shares 4,673 $1.14M 0.07% -171 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,272 shares; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 27,405 shares; 2026Q1: 26,977 shares 26,977 $1.09M 0.06% -428 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 6,587 shares 6,587 $1.09M 0.06% +3,680 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: 12,860 shares; 2024Q4: 12,933 shares; 2025Q1: 13,157 shares; 2025Q2: 13,392 shares; 2025Q3: 13,392 shares; 2025Q4: 14,502 shares; 2026Q1: 13,572 shares 13,572 $1.08M 0.06% -930 Timeline VIGI 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: 13,868 shares; 2024Q4: 12,583 shares; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 12,183 shares; 2025Q4: 12,163 shares; 2026Q1: 12,163 shares 12,163 $1.08M 0.06% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,705 shares; 2024Q4: 52,720 shares; 2025Q1: 53,120 shares; 2025Q2: 52,850 shares; 2025Q3: 52,850 shares; 2025Q4: 53,980 shares; 2026Q1: 57,575 shares 57,575 $1.07M 0.06% +3,595 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: 5,734 shares; 2025Q3: 5,734 shares; 2025Q4: 5,736 shares; 2026Q1: 5,843 shares 5,843 $1.07M 0.06% +107 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: 6,042 shares; 2024Q4: 6,093 shares; 2025Q1: 7,876 shares; 2025Q2: 7,876 shares; 2025Q3: 7,876 shares; 2025Q4: 7,879 shares; 2026Q1: 8,024 shares 8,024 $1.05M 0.06% +145 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,420 shares; 2024Q4: 61,420 shares; 2025Q1: 61,420 shares; 2025Q2: 61,420 shares; 2025Q3: 61,420 shares; 2025Q4: 61,420 shares; 2026Q1: 61,420 shares 61,420 $1.04M 0.06% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 15,535 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 21,960 shares; 2025Q4: 22,120 shares; 2026Q1: 20,665 shares 20,665 $1.04M 0.06% -1,455 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: 8,850 shares; 2024Q4: 9,350 shares; 2025Q1: 9,975 shares; 2025Q2: 12,295 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 10,994 shares 10,994 $1.02M 0.06% +215 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares 3,424 $1.01M 0.06% 0 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: 5,343 shares; 2024Q4: 5,023 shares; 2025Q1: 4,979 shares; 2025Q2: 5,319 shares; 2025Q3: 3,617 shares; 2025Q4: 3,630 shares; 2026Q1: 3,711 shares 3,711 $1.01M 0.06% +81 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: 2,449 shares; 2024Q4: 2,208 shares; 2025Q1: 3,549 shares; 2025Q2: 3,471 shares; 2025Q3: 3,432 shares; 2025Q4: 3,433 shares; 2026Q1: 3,842 shares 3,842 $1000K 0.06% +409 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: 1,981 shares; 2024Q4: 1,566 shares; 2025Q1: 4,364 shares; 2025Q2: 4,218 shares; 2025Q3: 4,218 shares; 2025Q4: 4,350 shares; 2026Q1: 4,231 shares 4,231 $1000K 0.06% -119 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: 3,285 shares; 2024Q4: 4,435 shares; 2025Q1: 4,348 shares; 2025Q2: 5,914 shares; 2025Q3: 5,904 shares; 2025Q4: 5,855 shares; 2026Q1: 6,575 shares 6,575 $988K 0.06% +720 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: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares 2,751 $981K 0.06% 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 5,760 shares; 2026Q1: 5,094 shares 5,094 $978K 0.06% -666 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: 4,866 shares; 2024Q4: 4,947 shares; 2025Q1: 5,102 shares; 2025Q2: 4,947 shares; 2025Q3: 3,891 shares; 2025Q4: 3,891 shares; 2026Q1: 3,917 shares 3,917 $968K 0.06% +26 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: 5,929 shares; 2024Q4: 1,829 shares; 2025Q1: 1,700 shares; 2025Q2: 1,559 shares; 2025Q3: 1,453 shares; 2025Q4: 1,588 shares; 2026Q1: 1,903 shares 1,903 $935K 0.05% +315 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,765 shares; 2024Q4: 49,470 shares; 2025Q1: 50,270 shares; 2025Q2: 51,670 shares; 2025Q3: 51,670 shares; 2025Q4: 51,670 shares; 2026Q1: 55,655 shares 55,655 $931K 0.05% +3,985 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,060 shares; 2024Q4: 26,060 shares; 2025Q1: 26,060 shares; 2025Q2: 26,060 shares; 2025Q3: 26,060 shares; 2025Q4: 26,060 shares; 2026Q1: 26,060 shares 26,060 $924K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 2,747 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares 2,832 $923K 0.05% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,486 shares; 2024Q4: 15,486 shares; 2025Q1: 15,486 shares; 2025Q2: 15,486 shares; 2025Q3: 15,486 shares; 2025Q4: 15,462 shares; 2026Q1: 15,456 shares 15,456 $913K 0.05% -6 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: 3,394 shares; 2024Q4: 3,406 shares; 2025Q1: 3,413 shares; 2025Q2: 3,413 shares; 2025Q3: 3,419 shares; 2025Q4: 3,431 shares; 2026Q1: 3,431 shares 3,431 $899K 0.05% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,140 shares; 2024Q4: 37,910 shares; 2025Q1: 39,915 shares; 2025Q2: 39,880 shares; 2025Q3: 38,830 shares; 2025Q4: 39,760 shares; 2026Q1: 42,440 shares 42,440 $893K 0.05% +2,680 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: 1,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,269 shares; 2026Q1: 2,279 shares 2,279 $890K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: 15,447 shares; 2025Q2: 15,447 shares; 2025Q3: 15,447 shares; 2025Q4: 15,447 shares; 2026Q1: 15,447 shares 15,447 $882K 0.05% 0 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: 30,236 shares; 2024Q4: 30,429 shares; 2025Q1: 31,004 shares; 2025Q2: 31,154 shares; 2025Q3: 31,440 shares; 2025Q4: 1,879 shares; 2026Q1: 1,718 shares 1,718 $852K 0.05% -161 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: 2,726 shares; 2024Q4: 5,584 shares; 2025Q1: 6,062 shares; 2025Q2: 7,107 shares; 2025Q3: 7,847 shares; 2025Q4: 7,950 shares; 2026Q1: 7,389 shares 7,389 $830K 0.05% -561 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: 13,838 shares; 2024Q4: 12,378 shares; 2025Q1: 11,932 shares; 2025Q2: 10,907 shares; 2025Q3: 10,629 shares; 2025Q4: 10,624 shares; 2026Q1: 8,676 shares 8,676 $767K 0.05% -1,948 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: 1,939 shares; 2024Q4: 55,328 shares; 2025Q1: 58,931 shares; 2025Q2: 60,851 shares; 2025Q3: 60,295 shares; 2025Q4: 61,325 shares; 2026Q1: 3,038 shares 3,038 $762K 0.04% -58,287 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: 938 shares; 2024Q4: 885 shares; 2025Q1: 1,761 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 2,607 shares; 2026Q1: 2,162 shares 2,162 $761K 0.04% -445 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: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 2,879 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,322 shares; 2026Q1: 2,356 shares 2,356 $750K 0.04% +34 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,980 shares 10,980 $748K 0.04% +380 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $748K 0.04% 0 Timeline VGT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,064 shares 1,064 $742K 0.04% -355 Timeline IBCA 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: 28,210 shares 28,210 $723K 0.04% new 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: 12,260 shares; 2024Q4: 86,704 shares; 2025Q1: 95,919 shares; 2025Q2: 13,172 shares; 2025Q3: 7,425 shares; 2025Q4: 8,308 shares; 2026Q1: 6,255 shares 6,255 $719K 0.04% -2,053 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: 52,260 shares; 2024Q4: 51,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,500 shares 11,500 $704K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 22,282 shares; 2025Q2: 23,476 shares; 2025Q3: 23,641 shares; 2025Q4: 24,225 shares; 2026Q1: 5,918 shares 5,918 $702K 0.04% -18,307 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,417 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 9,996 shares; 2025Q3: 9,996 shares; 2025Q4: 16,522 shares; 2026Q1: 16,522 shares 16,522 $689K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,076 shares; 2024Q4: 13,076 shares; 2025Q1: 12,679 shares; 2025Q2: 12,679 shares; 2025Q3: 12,679 shares; 2025Q4: 12,679 shares; 2026Q1: 12,685 shares 12,685 $687K 0.04% +6 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: 4,818 shares; 2024Q4: 4,409 shares; 2025Q1: 7,306 shares; 2025Q2: 7,151 shares; 2025Q3: 6,760 shares; 2025Q4: 7,830 shares; 2026Q1: 6,524 shares 6,524 $670K 0.04% -1,306 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,770 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 8,956 shares; 2026Q1: 8,463 shares 8,463 $657K 0.04% -493 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,150 shares; 2025Q2: 5,980 shares; 2025Q3: 5,980 shares; 2025Q4: 5,980 shares; 2026Q1: 5,980 shares 5,980 $649K 0.04% 0 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: 2,505 shares; 2024Q4: 2,533 shares; 2025Q1: 3,825 shares; 2025Q2: 3,815 shares; 2025Q3: 3,865 shares; 2025Q4: 3,811 shares; 2026Q1: 3,903 shares 3,903 $642K 0.04% +92 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: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 6,449 shares; 2025Q4: 6,449 shares; 2026Q1: 6,449 shares 6,449 $627K 0.04% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221 $611K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,381 shares; 2025Q2: 2,496 shares; 2025Q3: 1,880 shares; 2025Q4: 2,525 shares; 2026Q1: 3,086 shares 3,086 $595K 0.03% +561 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: 5,757 shares; 2024Q4: 6,002 shares; 2025Q1: 6,199 shares; 2025Q2: 7,122 shares; 2025Q3: 4,564 shares; 2025Q4: 4,679 shares; 2026Q1: 4,454 shares 4,454 $589K 0.03% -225 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $588K 0.03% 0 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,096 shares; 2025Q4: 5,096 shares; 2026Q1: 5,096 shares 5,096 $576K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,780 shares; 2026Q1: 1,632 shares 1,632 $560K 0.03% -148 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: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,275 shares; 2025Q3: 5,220 shares; 2025Q4: 10,185 shares; 2026Q1: 8,285 shares 8,285 $559K 0.03% -1,900 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: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 10,375 shares; 2026Q1: 10,375 shares 10,375 $546K 0.03% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 24,400 shares 24,400 $545K 0.03% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 6,190 shares; 2026Q1: 9,760 shares 9,760 $535K 0.03% +3,570 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,043 shares; 2025Q1: 3,470 shares; 2025Q2: 4,292 shares; 2025Q3: 4,461 shares; 2025Q4: 4,555 shares; 2026Q1: 4,160 shares 4,160 $527K 0.03% -395 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,856 shares; 2025Q2: 4,650 shares; 2025Q3: 4,760 shares; 2025Q4: 4,871 shares; 2026Q1: 4,549 shares 4,549 $527K 0.03% -322 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,447 shares 2,447 $525K 0.03% +24 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: 4,497 shares; 2024Q4: 4,497 shares; 2025Q1: 6,664 shares; 2025Q2: 5,880 shares; 2025Q3: 5,656 shares; 2025Q4: 5,618 shares; 2026Q1: 5,646 shares 5,646 $520K 0.03% +28 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: 1,613 shares; 2024Q4: 1,726 shares; 2025Q1: 1,671 shares; 2025Q2: 2,007 shares; 2025Q3: 2,089 shares; 2025Q4: 2,037 shares; 2026Q1: 1,925 shares 1,925 $512K 0.03% -112 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: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,103 shares; 2026Q1: 1,146 shares 1,146 $509K 0.03% +43 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6,321 shares; 2025Q1: 6,321 shares; 2025Q2: 6,321 shares; 2025Q3: 6,321 shares; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares 6,321 $500K 0.03% 0 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: 6,595 shares; 2024Q4: 7,125 shares; 2025Q1: 8,172 shares; 2025Q2: 10,315 shares; 2025Q3: 10,706 shares; 2025Q4: 10,990 shares; 2026Q1: 9,980 shares 9,980 $489K 0.03% -1,010 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,470 shares; 2026Q1: 7,610 shares 7,610 $488K 0.03% -2,860 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: 5,190 shares; 2024Q4: 5,058 shares; 2025Q1: 8,390 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 9,579 shares; 2026Q1: 9,891 shares 9,891 $482K 0.03% +312 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: not reported; 2024Q4: not reported; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares; 2026Q1: 4,303 shares 4,303 $472K 0.03% +32 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: 709 shares; 2024Q4: 709 shares; 2025Q1: 921 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 4,605 shares; 2026Q1: 4,504 shares 4,504 $471K 0.03% -101 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,008 shares; 2025Q2: 6,180 shares; 2025Q3: 6,390 shares; 2025Q4: 6,553 shares; 2026Q1: 6,018 shares 6,018 $467K 0.03% -535 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: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,609 shares; 2025Q2: 1,612 shares; 2025Q3: 1,574 shares; 2025Q4: 1,784 shares; 2026Q1: 1,592 shares 1,592 $464K 0.03% -192 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,730 shares 4,730 $459K 0.03% new Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,860 shares; 2025Q1: 13,165 shares; 2025Q2: 13,780 shares; 2025Q3: 14,880 shares; 2025Q4: 15,650 shares; 2026Q1: 17,730 shares 17,730 $454K 0.03% +2,080 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: not reported; 2024Q4: not reported; 2025Q1: 4,307 shares; 2025Q2: 6,066 shares; 2025Q3: 6,201 shares; 2025Q4: 6,385 shares; 2026Q1: 5,645 shares 5,645 $448K 0.03% -740 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: 805 shares; 2024Q4: 655 shares; 2025Q1: 622 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 639 shares 639 $436K 0.03% +4 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: 71,917 shares; 2024Q4: 6,217 shares; 2025Q1: 3,017 shares; 2025Q2: 2,872 shares; 2025Q3: 3,012 shares; 2025Q4: 2,892 shares; 2026Q1: 2,196 shares 2,196 $434K 0.03% -696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 286 shares 286 $421K 0.02% +8 Timeline VBK 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $405K 0.02% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $397K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,215 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,147 shares 1,147 $396K 0.02% +16 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: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,749 shares 1,749 $395K 0.02% +26 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,425 shares 2,425 $394K 0.02% +54 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: 5,266 shares; 2024Q4: 5,299 shares; 2025Q1: 5,332 shares; 2025Q2: 5,366 shares; 2025Q3: 5,399 shares; 2025Q4: 5,433 shares; 2026Q1: 5,433 shares 5,433 $388K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,977 shares; 2026Q1: 12,971 shares 12,971 $376K 0.02% -6 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,101 shares; 2025Q4: 3,991 shares; 2026Q1: 1,916 shares 1,916 $374K 0.02% -2,075 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: 2,707 shares; 2024Q4: 2,897 shares; 2025Q1: 3,536 shares; 2025Q2: 4,744 shares; 2025Q3: 4,959 shares; 2025Q4: 5,141 shares; 2026Q1: 4,616 shares 4,616 $374K 0.02% -525 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: 15,951 shares; 2024Q4: 16,038 shares; 2025Q1: 2,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,825 shares 1,825 $371K 0.02% +226 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares 745 $368K 0.02% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares 1,081 $367K 0.02% 0 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: not reported; 2025Q1: 421 shares; 2025Q2: 428 shares; 2025Q3: 373 shares; 2025Q4: 374 shares; 2026Q1: 381 shares 381 $366K 0.02% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $360K 0.02% 0 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: 1,320 shares; 2024Q4: 1,245 shares; 2025Q1: 1,185 shares; 2025Q2: 1,070 shares; 2025Q3: 378 shares; 2025Q4: 356 shares; 2026Q1: 360 shares 360 $353K 0.02% +4 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,130 shares; 2026Q1: 1,477 shares 1,477 $351K 0.02% -16,653 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares 1,762 $348K 0.02% new 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: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares; 2026Q1: 2,060 shares 2,060 $348K 0.02% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,704 shares 4,704 $346K 0.02% new 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: 9,829 shares; 2025Q4: 9,829 shares; 2026Q1: 7,300 shares 7,300 $343K 0.02% -2,529 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,420 shares; 2025Q1: 20,420 shares; 2025Q2: 20,420 shares; 2025Q3: 20,420 shares; 2025Q4: 20,420 shares; 2026Q1: 20,650 shares 20,650 $340K 0.02% +230 Timeline IBHJ 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: 12,925 shares 12,925 $339K 0.02% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 26,690 shares 26,690 $338K 0.02% new Timeline IBHI 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: 14,490 shares 14,490 $337K 0.02% new 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: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,445 shares; 2025Q2: 1,949 shares; 2025Q3: 2,044 shares; 2025Q4: 2,082 shares; 2026Q1: 1,858 shares 1,858 $335K 0.02% -224 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: 3,254 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 3,089 shares; 2025Q4: 2,840 shares; 2026Q1: 2,680 shares 2,680 $333K 0.02% -160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,160 shares 6,160 $333K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,474 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $330K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,781 shares; 2025Q2: 2,496 shares; 2025Q3: 2,709 shares; 2025Q4: 2,609 shares; 2026Q1: 2,488 shares 2,488 $326K 0.02% -121 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: 2,630 shares; 2024Q4: 3,328 shares; 2025Q1: 3,347 shares; 2025Q2: 3,427 shares; 2025Q3: 3,487 shares; 2025Q4: 3,687 shares; 2026Q1: 3,282 shares 3,282 $326K 0.02% -405 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 763 shares 763 $318K 0.02% +16 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 2,420 shares; 2025Q3: 2,441 shares; 2025Q4: 2,401 shares; 2026Q1: 2,308 shares 2,308 $314K 0.02% -93 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,843 shares; 2025Q3: 2,580 shares; 2025Q4: 2,485 shares; 2026Q1: 2,760 shares 2,760 $312K 0.02% +275 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,207 shares; 2025Q4: 3,229 shares; 2026Q1: 3,229 shares 3,229 $299K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares 272 $297K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,838 shares; 2025Q3: 2,941 shares; 2025Q4: 3,045 shares; 2026Q1: 2,635 shares 2,635 $290K 0.02% -410 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: 8,567 shares; 2024Q4: 8,952 shares; 2025Q1: 9,497 shares; 2025Q2: 9,037 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,519 shares 5,519 $278K 0.02% new 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,337 shares; 2026Q1: 2,036 shares 2,036 $275K 0.02% -301 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,117 shares 4,117 $272K 0.02% new 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: not reported; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,371 shares 2,371 $269K 0.02% +182 Timeline RFG 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: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,830 shares; 2026Q1: 4,830 shares 4,830 $265K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares; 2026Q1: 1,075 shares 1,075 $261K 0.02% -110 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,578 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 2,534 shares 2,534 $259K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,819 shares 5,819 $257K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,503 shares 5,503 $253K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 9,606 shares; 2025Q1: 9,606 shares; 2025Q2: 9,789 shares; 2025Q3: 9,789 shares; 2025Q4: 9,789 shares; 2026Q1: 9,789 shares 9,789 $251K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,930 shares; 2026Q1: 3,170 shares 3,170 $249K 0.01% -1,760 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: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 977 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 926 shares 926 $247K 0.01% +51 Timeline IBMR 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: 9,720 shares; 2025Q1: 9,720 shares; 2025Q2: 9,720 shares; 2025Q3: 9,720 shares; 2025Q4: 9,720 shares; 2026Q1: 9,720 shares 9,720 $246K 0.01% 0 Timeline KIE 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: 5,370 shares; 2024Q4: 5,160 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares 4,460 $245K 0.01% 0 Timeline IBMS 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: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 9,490 shares; 2026Q1: 9,490 shares 9,490 $245K 0.01% 0 Timeline IBMQ 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: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $243K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,484 shares; 2026Q1: 5,824 shares 5,824 $239K 0.01% -2,660 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,570 shares; 2025Q4: not reported; 2026Q1: 5,570 shares 5,570 $236K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,554 shares 2,554 $236K 0.01% +64 Timeline IBHH 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: 9,980 shares 9,980 $234K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares 685 $234K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares 1,350 $234K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,729 shares; 2026Q1: 1,781 shares 1,781 $233K 0.01% +52 Timeline IBHK 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: 9,150 shares 9,150 $233K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,955 shares; 2026Q1: 2,464 shares 2,464 $232K 0.01% -491 Timeline IJT 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $232K 0.01% 0 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,080 shares 11,080 $228K 0.01% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,820 shares; 2026Q1: 5,270 shares 5,270 $227K 0.01% -3,550 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,613 shares; 2026Q1: 1,759 shares 1,759 $227K 0.01% +146 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 1,668 shares; 2025Q4: 1,744 shares; 2026Q1: 1,525 shares 1,525 $223K 0.01% -219 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: 1,334 shares; 2024Q4: 1,194 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares 1,054 $223K 0.01% 0 Timeline ITA 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: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,640 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $219K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,462 shares 1,462 $212K 0.01% +112 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 24,300 shares; 2026Q1: 24,300 shares 24,300 $212K 0.01% 0 Timeline RSPH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 7,000 shares 7,000 $211K 0.01% -3,650 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 3,394 shares; 2026Q1: 3,394 shares 3,394 $207K 0.01% 0 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,255 shares; 2026Q1: 15,255 shares 15,255 $206K 0.01% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares; 2026Q1: 2,630 shares 2,630 $206K 0.01% -1,910 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $205K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $205K 0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES 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: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 2,065 shares 2,065 $200K 0.01% +240 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 14,920 shares; 2025Q4: 22,945 shares; 2026Q1: 10,108 shares 10,108 $110K 0.01% -12,837 Timeline