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: 105,982 shares; 2024Q4: 105,936 shares; 2025Q1: 103,257 shares; 2025Q2: 1,549,880 shares; 2025Q3: 1,550,082 shares; 2025Q4: 1,548,565 shares; 2026Q1: 1,550,021 shares 1,550,021 $143M 9.58% +1,456 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: 338,654 shares; 2024Q4: 334,821 shares; 2025Q1: 335,729 shares; 2025Q2: 329,169 shares; 2025Q3: 325,245 shares; 2025Q4: 317,111 shares; 2026Q1: 313,063 shares 313,063 $54.6M 3.66% -4,048 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: 86,508 shares; 2024Q4: 85,432 shares; 2025Q1: 83,640 shares; 2025Q2: 80,480 shares; 2025Q3: 78,201 shares; 2025Q4: 76,067 shares; 2026Q1: 71,620 shares 71,620 $46.6M 3.12% -4,447 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: 100,830 shares; 2024Q4: 99,160 shares; 2025Q1: 98,074 shares; 2025Q2: 97,739 shares; 2025Q3: 98,213 shares; 2025Q4: 96,004 shares; 2026Q1: 100,322 shares 100,322 $37.1M 2.49% +4,318 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: 132,641 shares; 2024Q4: 132,205 shares; 2025Q1: 130,116 shares; 2025Q2: 128,854 shares; 2025Q3: 128,015 shares; 2025Q4: 128,289 shares; 2026Q1: 130,494 shares 130,494 $33.1M 2.22% +2,205 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: 87,316 shares; 2024Q4: 84,574 shares; 2025Q1: 83,173 shares; 2025Q2: 80,080 shares; 2025Q3: 78,577 shares; 2025Q4: 77,447 shares; 2026Q1: 75,072 shares 75,072 $32M 2.14% -2,375 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: 98,562 shares; 2024Q4: 98,295 shares; 2025Q1: 96,672 shares; 2025Q2: 98,741 shares; 2025Q3: 99,306 shares; 2025Q4: 98,019 shares; 2026Q1: 97,450 shares 97,450 $28M 1.88% -569 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: 256,537 shares; 2024Q4: 251,678 shares; 2025Q1: 241,857 shares; 2025Q2: 216,574 shares; 2025Q3: 217,106 shares; 2025Q4: 213,610 shares; 2026Q1: 215,468 shares 215,468 $26.8M 1.79% +1,858 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: 126,177 shares; 2024Q4: 125,308 shares; 2025Q1: 120,732 shares; 2025Q2: 119,958 shares; 2025Q3: 121,070 shares; 2025Q4: 121,388 shares; 2026Q1: 124,531 shares 124,531 $25.9M 1.74% +3,143 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340,896 shares; 2024Q4: 1,332,590 shares; 2025Q1: 1,326,952 shares; 2025Q2: 1,327,595 shares; 2025Q3: 1,338,287 shares; 2025Q4: 1,417,286 shares; 2026Q1: 1,327,365 shares 1,327,365 $25.8M 1.73% -89,921 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: 443,617 shares; 2024Q4: 428,221 shares; 2025Q1: 420,162 shares; 2025Q2: 410,617 shares; 2025Q3: 404,552 shares; 2025Q4: 396,410 shares; 2026Q1: 397,336 shares 397,336 $25.5M 1.71% +926 Timeline HDV 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: 182,726 shares; 2024Q4: 205,398 shares; 2025Q1: 205,958 shares; 2025Q2: 200,913 shares; 2025Q3: 202,002 shares; 2025Q4: 195,994 shares; 2026Q1: 176,184 shares 176,184 $23.9M 1.6% -19,810 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: 202,167 shares; 2024Q4: 195,799 shares; 2025Q1: 197,916 shares; 2025Q2: 195,491 shares; 2025Q3: 194,053 shares; 2025Q4: 191,385 shares; 2026Q1: 189,522 shares 189,522 $23.6M 1.58% -1,863 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: 85,971 shares; 2024Q4: 82,034 shares; 2025Q1: 81,401 shares; 2025Q2: 78,905 shares; 2025Q3: 75,877 shares; 2025Q4: 73,901 shares; 2026Q1: 73,772 shares 73,772 $21.2M 1.42% -129 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: 31,414 shares; 2024Q4: 29,883 shares; 2025Q1: 28,420 shares; 2025Q2: 28,145 shares; 2025Q3: 27,736 shares; 2025Q4: 27,397 shares; 2026Q1: 26,265 shares 26,265 $18.6M 1.25% -1,132 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: 122,840 shares; 2024Q4: 120,782 shares; 2025Q1: 113,235 shares; 2025Q2: 112,355 shares; 2025Q3: 109,852 shares; 2025Q4: 113,878 shares; 2026Q1: 109,648 shares 109,648 $18.6M 1.25% -4,230 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: 65,116 shares; 2024Q4: 63,243 shares; 2025Q1: 62,205 shares; 2025Q2: 61,369 shares; 2025Q3: 61,730 shares; 2025Q4: 62,089 shares; 2026Q1: 62,849 shares 62,849 $18.5M 1.24% +760 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: 85,627 shares; 2024Q4: 83,134 shares; 2025Q1: 80,754 shares; 2025Q2: 81,971 shares; 2025Q3: 83,336 shares; 2025Q4: 85,390 shares; 2026Q1: 85,860 shares 85,860 $17.8M 1.19% +470 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: 299,953 shares; 2024Q4: 303,954 shares; 2025Q1: 288,590 shares; 2025Q2: 279,215 shares; 2025Q3: 269,650 shares; 2025Q4: 263,605 shares; 2026Q1: 259,098 shares 259,098 $17.5M 1.17% -4,507 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: 30,771 shares; 2024Q4: 30,052 shares; 2025Q1: 29,628 shares; 2025Q2: 29,357 shares; 2025Q3: 29,429 shares; 2025Q4: 30,003 shares; 2026Q1: 30,573 shares 30,573 $17.5M 1.17% +570 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: 30,107 shares; 2024Q4: 29,744 shares; 2025Q1: 29,373 shares; 2025Q2: 29,190 shares; 2025Q3: 28,771 shares; 2025Q4: 28,554 shares; 2026Q1: 28,352 shares 28,352 $16.4M 1.1% -202 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: 66,979 shares; 2024Q4: 65,583 shares; 2025Q1: 65,211 shares; 2025Q2: 63,451 shares; 2025Q3: 63,169 shares; 2025Q4: 126,377 shares; 2026Q1: 118,292 shares 118,292 $15.7M 1.05% -8,085 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: 28,771 shares; 2024Q4: 28,458 shares; 2025Q1: 26,716 shares; 2025Q2: 25,606 shares; 2025Q3: 24,666 shares; 2025Q4: 24,514 shares; 2026Q1: 24,461 shares 24,461 $15.1M 1.01% -53 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: 18,614 shares; 2024Q4: 18,399 shares; 2025Q1: 18,422 shares; 2025Q2: 18,307 shares; 2025Q3: 18,310 shares; 2025Q4: 18,270 shares; 2026Q1: 17,714 shares 17,714 $15M 1% -556 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: 59,422 shares; 2024Q4: 59,557 shares; 2025Q1: 61,120 shares; 2025Q2: 59,480 shares; 2025Q3: 58,451 shares; 2025Q4: 57,935 shares; 2026Q1: 57,834 shares 57,834 $14.3M 0.96% -101 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: 73,382 shares; 2024Q4: 75,808 shares; 2025Q1: 74,319 shares; 2025Q2: 73,598 shares; 2025Q3: 73,143 shares; 2025Q4: 74,319 shares; 2026Q1: 75,232 shares 75,232 $13.7M 0.92% +913 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: 12,429 shares; 2024Q4: 12,365 shares; 2025Q1: 12,334 shares; 2025Q2: 12,251 shares; 2025Q3: 12,338 shares; 2025Q4: 12,470 shares; 2026Q1: 12,730 shares 12,730 $12.7M 0.85% +260 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: 242,547 shares; 2024Q4: 233,975 shares; 2025Q1: 229,902 shares; 2025Q2: 222,605 shares; 2025Q3: 223,066 shares; 2025Q4: 221,991 shares; 2026Q1: 226,910 shares 226,910 $12.3M 0.82% +4,919 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: 21,545 shares; 2024Q4: 21,146 shares; 2025Q1: 21,053 shares; 2025Q2: 20,891 shares; 2025Q3: 21,018 shares; 2025Q4: 21,268 shares; 2026Q1: 21,651 shares 21,651 $12.2M 0.82% +383 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: 18,198 shares; 2024Q4: 18,128 shares; 2025Q1: 18,060 shares; 2025Q2: 18,102 shares; 2025Q3: 17,988 shares; 2025Q4: 18,155 shares; 2026Q1: 17,922 shares 17,922 $11.7M 0.78% -233 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: 244,995 shares; 2024Q4: 236,189 shares; 2025Q1: 237,060 shares; 2025Q2: 233,767 shares; 2025Q3: 231,578 shares; 2025Q4: 232,415 shares; 2026Q1: 235,360 shares 235,360 $11.5M 0.77% +2,945 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: 61,573 shares; 2024Q4: 60,952 shares; 2025Q1: 55,104 shares; 2025Q2: 53,502 shares; 2025Q3: 50,292 shares; 2025Q4: 50,824 shares; 2026Q1: 52,462 shares 52,462 $11.4M 0.76% +1,638 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: 115,935 shares; 2024Q4: 115,942 shares; 2025Q1: 113,352 shares; 2025Q2: 114,071 shares; 2025Q3: 114,628 shares; 2025Q4: 118,196 shares; 2026Q1: 121,691 shares 121,691 $11.3M 0.76% +3,495 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: 158,778 shares; 2024Q4: 157,074 shares; 2025Q1: 149,409 shares; 2025Q2: 148,324 shares; 2025Q3: 143,877 shares; 2025Q4: 146,999 shares; 2026Q1: 145,555 shares 145,555 $11.3M 0.76% -1,444 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: 129,208 shares; 2024Q4: 127,044 shares; 2025Q1: 124,175 shares; 2025Q2: 122,617 shares; 2025Q3: 117,220 shares; 2025Q4: 112,918 shares; 2026Q1: 110,845 shares 110,845 $10.8M 0.72% -2,073 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: 23,039 shares; 2024Q4: 22,442 shares; 2025Q1: 21,933 shares; 2025Q2: 22,081 shares; 2025Q3: 22,039 shares; 2025Q4: 22,004 shares; 2026Q1: 22,140 shares 22,140 $10.6M 0.71% +136 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: 14,270 shares; 2024Q4: 14,335 shares; 2025Q1: 14,178 shares; 2025Q2: 14,180 shares; 2025Q3: 14,351 shares; 2025Q4: 14,752 shares; 2026Q1: 15,751 shares 15,751 $9.52M 0.64% +999 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: 6,789 shares; 2024Q4: 6,905 shares; 2025Q1: 6,921 shares; 2025Q2: 6,704 shares; 2025Q3: 6,621 shares; 2025Q4: 6,430 shares; 2026Q1: 6,137 shares 6,137 $9.04M 0.61% -293 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: 45,883 shares; 2024Q4: 45,538 shares; 2025Q1: 58,417 shares; 2025Q2: 58,950 shares; 2025Q3: 58,178 shares; 2025Q4: 57,358 shares; 2026Q1: 60,444 shares 60,444 $8.89M 0.6% +3,086 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: 29,747 shares; 2024Q4: 29,453 shares; 2025Q1: 29,120 shares; 2025Q2: 29,297 shares; 2025Q3: 29,051 shares; 2025Q4: 26,457 shares; 2026Q1: 26,658 shares 26,658 $8.77M 0.59% +201 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: 23,081 shares; 2024Q4: 22,960 shares; 2025Q1: 22,543 shares; 2025Q2: 22,725 shares; 2025Q3: 22,506 shares; 2025Q4: 24,108 shares; 2026Q1: 24,825 shares 24,825 $8.73M 0.59% +717 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,213 shares; 2024Q4: 63,614 shares; 2025Q1: 62,850 shares; 2025Q2: 61,306 shares; 2025Q3: 60,579 shares; 2025Q4: 59,304 shares; 2026Q1: 59,083 shares 59,083 $8.62M 0.58% -221 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: 84,911 shares; 2024Q4: 82,133 shares; 2025Q1: 74,405 shares; 2025Q2: 74,517 shares; 2025Q3: 70,589 shares; 2025Q4: 71,280 shares; 2026Q1: 71,297 shares 71,297 $8.58M 0.57% +17 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: 33,992 shares; 2024Q4: 33,213 shares; 2025Q1: 32,299 shares; 2025Q2: 31,790 shares; 2025Q3: 30,752 shares; 2025Q4: 33,539 shares; 2026Q1: 34,243 shares 34,243 $8.37M 0.56% +704 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: 122,783 shares; 2024Q4: 120,000 shares; 2025Q1: 111,494 shares; 2025Q2: 107,164 shares; 2025Q3: 104,183 shares; 2025Q4: 110,161 shares; 2026Q1: 109,686 shares 109,686 $8.34M 0.56% -475 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: 14,645 shares; 2024Q4: 14,549 shares; 2025Q1: 15,310 shares; 2025Q2: 15,711 shares; 2025Q3: 15,922 shares; 2025Q4: 17,307 shares; 2026Q1: 17,788 shares 17,788 $8.2M 0.55% +481 Timeline VV 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: 30,867 shares; 2024Q4: 29,931 shares; 2025Q1: 29,586 shares; 2025Q2: 28,821 shares; 2025Q3: 27,668 shares; 2025Q4: 27,324 shares; 2026Q1: 26,540 shares 26,540 $7.93M 0.53% -784 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,797 shares; 2024Q4: 69,850 shares; 2025Q1: 69,116 shares; 2025Q2: 70,632 shares; 2025Q3: 73,062 shares; 2025Q4: 75,839 shares; 2026Q1: 81,719 shares 81,719 $7.89M 0.53% +5,880 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,961 shares; 2024Q4: 45,421 shares; 2025Q1: 46,007 shares; 2025Q2: 45,442 shares; 2025Q3: 46,446 shares; 2025Q4: 46,985 shares; 2026Q1: 47,700 shares 47,700 $7.83M 0.52% +715 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,941 shares; 2024Q4: 152,941 shares; 2025Q1: 150,266 shares; 2025Q2: 149,266 shares; 2025Q3: 146,191 shares; 2025Q4: 146,191 shares; 2026Q1: 119,791 shares 119,791 $7.56M 0.51% -26,400 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,818 shares; 2024Q4: 157,629 shares; 2025Q1: 149,272 shares; 2025Q2: 145,672 shares; 2025Q3: 141,044 shares; 2025Q4: 147,480 shares; 2026Q1: 149,414 shares 149,414 $7.5M 0.5% +1,934 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: 71,463 shares; 2024Q4: 67,851 shares; 2025Q1: 64,936 shares; 2025Q2: 64,172 shares; 2025Q3: 62,725 shares; 2025Q4: 48,187 shares; 2026Q1: 48,268 shares 48,268 $7.5M 0.5% +81 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,130 shares; 2025Q3: 7,841 shares; 2025Q4: 7,986 shares; 2026Q1: 8,436 shares 8,436 $7.36M 0.49% +450 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: 16,410 shares; 2024Q4: 16,369 shares; 2025Q1: 21,752 shares; 2025Q2: 21,984 shares; 2025Q3: 21,520 shares; 2025Q4: 22,575 shares; 2026Q1: 23,556 shares 23,556 $7.29M 0.49% +981 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: 58,772 shares; 2024Q4: 58,337 shares; 2025Q1: 57,331 shares; 2025Q2: 56,961 shares; 2025Q3: 57,034 shares; 2025Q4: 50,775 shares; 2026Q1: 50,034 shares 50,034 $7.23M 0.48% -741 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: 8,409 shares; 2024Q4: 8,114 shares; 2025Q1: 8,035 shares; 2025Q2: 7,868 shares; 2025Q3: 7,921 shares; 2025Q4: 7,717 shares; 2026Q1: 7,784 shares 7,784 $7.16M 0.48% +67 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: 26,282 shares; 2024Q4: 26,467 shares; 2025Q1: 25,906 shares; 2025Q2: 25,694 shares; 2025Q3: 25,458 shares; 2025Q4: 24,230 shares; 2026Q1: 24,648 shares 24,648 $7.07M 0.47% +418 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,540 shares; 2024Q4: 41,080 shares; 2025Q1: 40,723 shares; 2025Q2: 40,052 shares; 2025Q3: 40,027 shares; 2025Q4: 39,911 shares; 2026Q1: 38,605 shares 38,605 $7M 0.47% -1,306 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: 19,384 shares; 2024Q4: 18,819 shares; 2025Q1: 18,046 shares; 2025Q2: 17,609 shares; 2025Q3: 16,991 shares; 2025Q4: 16,539 shares; 2026Q1: 15,903 shares 15,903 $6.95M 0.47% -636 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,478 shares; 2024Q4: 41,342 shares; 2025Q1: 41,310 shares; 2025Q2: 40,771 shares; 2025Q3: 40,560 shares; 2025Q4: 40,022 shares; 2026Q1: 38,266 shares 38,266 $6.19M 0.41% -1,756 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: 37,996 shares; 2024Q4: 36,703 shares; 2025Q1: 36,100 shares; 2025Q2: 33,112 shares; 2025Q3: 31,740 shares; 2025Q4: 33,079 shares; 2026Q1: 31,317 shares 31,317 $6.14M 0.41% -1,762 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: 17,181 shares; 2024Q4: 25,594 shares; 2025Q1: 30,513 shares; 2025Q2: 29,362 shares; 2025Q3: 30,367 shares; 2025Q4: 30,865 shares; 2026Q1: 30,753 shares 30,753 $5.9M 0.4% -112 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: 25,966 shares; 2024Q4: 25,876 shares; 2025Q1: 25,736 shares; 2025Q2: 26,831 shares; 2025Q3: 27,424 shares; 2025Q4: 27,327 shares; 2026Q1: 29,908 shares 29,908 $5.67M 0.38% +2,581 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: 27,904 shares; 2024Q4: 29,599 shares; 2025Q1: 29,265 shares; 2025Q2: 29,115 shares; 2025Q3: 29,010 shares; 2025Q4: 28,787 shares; 2026Q1: 28,724 shares 28,724 $5.54M 0.37% -63 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: 29,694 shares; 2024Q4: 31,442 shares; 2025Q1: 31,568 shares; 2025Q2: 31,843 shares; 2025Q3: 32,116 shares; 2025Q4: 32,569 shares; 2026Q1: 34,583 shares 34,583 $5.44M 0.36% +2,014 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: 2,753 shares; 2024Q4: 2,653 shares; 2025Q1: 5,271 shares; 2025Q2: 5,417 shares; 2025Q3: 5,547 shares; 2025Q4: 5,715 shares; 2026Q1: 6,047 shares 6,047 $5.41M 0.36% +332 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,664 shares; 2024Q4: 40,058 shares; 2025Q1: 38,495 shares; 2025Q2: 38,563 shares; 2025Q3: 37,149 shares; 2025Q4: 38,201 shares; 2026Q1: 38,221 shares 38,221 $5.33M 0.36% +20 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,870 shares; 2025Q1: 7,243 shares; 2025Q2: 7,248 shares; 2025Q3: 7,660 shares; 2025Q4: 8,451 shares; 2026Q1: 14,459 shares 14,459 $5.17M 0.35% +6,008 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,452 shares; 2024Q4: 41,144 shares; 2025Q1: 40,926 shares; 2025Q2: 40,153 shares; 2025Q3: 40,011 shares; 2025Q4: 38,646 shares; 2026Q1: 35,106 shares 35,106 $5.15M 0.34% -3,540 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,044 shares; 2024Q4: 106,379 shares; 2025Q1: 107,873 shares; 2025Q2: 105,737 shares; 2025Q3: 106,511 shares; 2025Q4: 105,192 shares; 2026Q1: 103,150 shares 103,150 $5.09M 0.34% -2,042 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: 22,031 shares; 2024Q4: 21,833 shares; 2025Q1: 21,649 shares; 2025Q2: 20,725 shares; 2025Q3: 20,595 shares; 2025Q4: 20,309 shares; 2026Q1: 20,900 shares 20,900 $4.94M 0.33% +591 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: 26,040 shares; 2024Q4: 25,004 shares; 2025Q1: 24,867 shares; 2025Q2: 24,257 shares; 2025Q3: 24,007 shares; 2025Q4: 47,153 shares; 2026Q1: 44,789 shares 44,789 $4.88M 0.33% -2,364 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,402 shares; 2024Q4: 16,912 shares; 2025Q1: 16,152 shares; 2025Q2: 15,763 shares; 2025Q3: 15,203 shares; 2025Q4: 16,094 shares; 2026Q1: 16,180 shares 16,180 $4.78M 0.32% +86 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: 32,493 shares; 2024Q4: 33,761 shares; 2025Q1: 31,713 shares; 2025Q2: 31,467 shares; 2025Q3: 31,571 shares; 2025Q4: 33,629 shares; 2026Q1: 36,141 shares 36,141 $4.73M 0.32% +2,512 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: 12,864 shares; 2024Q4: 13,263 shares; 2025Q1: 13,538 shares; 2025Q2: 13,056 shares; 2025Q3: 13,139 shares; 2025Q4: 12,887 shares; 2026Q1: 12,727 shares 12,727 $4.73M 0.32% -160 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: 22,612 shares; 2024Q4: 44,738 shares; 2025Q1: 42,602 shares; 2025Q2: 42,485 shares; 2025Q3: 41,176 shares; 2025Q4: 40,858 shares; 2026Q1: 40,518 shares 40,518 $4.55M 0.3% -340 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,063 shares; 2024Q4: 114,150 shares; 2025Q1: 86,014 shares; 2025Q2: 84,744 shares; 2025Q3: 81,164 shares; 2025Q4: 79,311 shares; 2026Q1: 78,549 shares 78,549 $4.46M 0.3% -762 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: 8,224 shares; 2024Q4: 8,303 shares; 2025Q1: 8,389 shares; 2025Q2: 8,019 shares; 2025Q3: 8,764 shares; 2025Q4: 8,744 shares; 2026Q1: 8,983 shares 8,983 $4.42M 0.3% +239 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: 10,050 shares; 2024Q4: 9,460 shares; 2025Q1: 9,248 shares; 2025Q2: 9,179 shares; 2025Q3: 8,925 shares; 2025Q4: 8,205 shares; 2026Q1: 8,621 shares 8,621 $4.27M 0.29% +416 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: 43,427 shares; 2024Q4: 42,526 shares; 2025Q1: 41,794 shares; 2025Q2: 41,392 shares; 2025Q3: 42,131 shares; 2025Q4: 42,051 shares; 2026Q1: 43,846 shares 43,846 $4.23M 0.28% +1,795 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: 19,115 shares; 2024Q4: 18,461 shares; 2025Q1: 17,350 shares; 2025Q2: 17,148 shares; 2025Q3: 16,867 shares; 2025Q4: 17,581 shares; 2026Q1: 17,383 shares 17,383 $4.22M 0.28% -198 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,142 shares; 2024Q4: 162,150 shares; 2025Q1: 156,627 shares; 2025Q2: 154,393 shares; 2025Q3: 148,368 shares; 2025Q4: 148,086 shares; 2026Q1: 149,603 shares 149,603 $4.2M 0.28% +1,517 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: not reported; 2024Q4: not reported; 2025Q1: 2,990 shares; 2025Q2: 2,973 shares; 2025Q3: 3,101 shares; 2025Q4: 3,215 shares; 2026Q1: 3,138 shares 3,138 $4.14M 0.28% -77 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,872 shares; 2024Q4: 33,526 shares; 2025Q1: 34,656 shares; 2025Q2: 34,284 shares; 2025Q3: 36,187 shares; 2025Q4: 37,331 shares; 2026Q1: 20,958 shares 20,958 $3.91M 0.26% -16,373 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: 6,122 shares; 2024Q4: 6,008 shares; 2025Q1: 5,958 shares; 2025Q2: 5,792 shares; 2025Q3: 5,752 shares; 2025Q4: 5,661 shares; 2026Q1: 5,550 shares 5,550 $3.87M 0.26% -111 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: 12,244 shares; 2024Q4: 12,156 shares; 2025Q1: 12,126 shares; 2025Q2: 12,253 shares; 2025Q3: 12,133 shares; 2025Q4: 12,091 shares; 2026Q1: 12,636 shares 12,636 $3.82M 0.26% +545 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: 14,078 shares; 2024Q4: 13,829 shares; 2025Q1: 13,232 shares; 2025Q2: 13,426 shares; 2025Q3: 13,177 shares; 2025Q4: 13,417 shares; 2026Q1: 15,660 shares 15,660 $3.8M 0.25% +2,243 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: 2,732 shares; 2024Q4: 2,632 shares; 2025Q1: 2,575 shares; 2025Q2: 15,631 shares; 2025Q3: 15,696 shares; 2025Q4: 15,551 shares; 2026Q1: 16,358 shares 16,358 $3.76M 0.25% +807 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: 33,498 shares; 2024Q4: 32,711 shares; 2025Q1: 19,589 shares; 2025Q2: 19,147 shares; 2025Q3: 18,265 shares; 2025Q4: 19,203 shares; 2026Q1: 19,307 shares 19,307 $3.75M 0.25% +104 Timeline XLC 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: 44,185 shares; 2024Q4: 42,696 shares; 2025Q1: 42,348 shares; 2025Q2: 40,435 shares; 2025Q3: 40,471 shares; 2025Q4: 40,323 shares; 2026Q1: 33,749 shares 33,749 $3.74M 0.25% -6,574 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,069 shares; 2024Q4: 8,154 shares; 2025Q1: 36,771 shares; 2025Q2: 39,044 shares; 2025Q3: 40,515 shares; 2025Q4: 41,986 shares; 2026Q1: 44,640 shares 44,640 $3.74M 0.25% +2,654 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: 16,972 shares; 2025Q3: 20,714 shares; 2025Q4: 21,198 shares; 2026Q1: 23,104 shares 23,104 $3.7M 0.25% +1,906 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: 401 shares; 2024Q4: 395 shares; 2025Q1: 379 shares; 2025Q2: 374 shares; 2025Q3: 358 shares; 2025Q4: 3,675 shares; 2026Q1: 38,485 shares 38,485 $3.7M 0.25% +34,810 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,734 shares; 2024Q4: 49,189 shares; 2025Q1: 49,140 shares; 2025Q2: 49,502 shares; 2025Q3: 49,080 shares; 2025Q4: 48,824 shares; 2026Q1: 44,698 shares 44,698 $3.66M 0.25% -4,126 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,082 shares; 2024Q4: 71,006 shares; 2025Q1: 28,036 shares; 2025Q2: 27,158 shares; 2025Q3: 26,047 shares; 2025Q4: 27,107 shares; 2026Q1: 27,809 shares 27,809 $3.65M 0.24% +702 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,793 shares; 2024Q4: 50,509 shares; 2025Q1: 48,838 shares; 2025Q2: 49,714 shares; 2025Q3: 49,697 shares; 2025Q4: 52,206 shares; 2026Q1: 56,676 shares 56,676 $3.63M 0.24% +4,470 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: 42,380 shares; 2024Q4: 44,171 shares; 2025Q1: 42,335 shares; 2025Q2: 43,339 shares; 2025Q3: 41,901 shares; 2025Q4: 48,726 shares; 2026Q1: 54,748 shares 54,748 $3.61M 0.24% +6,022 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: 6,679 shares; 2024Q4: 6,666 shares; 2025Q1: 6,591 shares; 2025Q2: 6,497 shares; 2025Q3: 6,572 shares; 2025Q4: 6,704 shares; 2026Q1: 7,013 shares 7,013 $3.5M 0.23% +309 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 14,038 shares; 2025Q1: 13,280 shares; 2025Q2: 12,427 shares; 2025Q3: 11,026 shares; 2025Q4: 9,852 shares; 2026Q1: 9,363 shares 9,363 $3.47M 0.23% -489 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,364 shares; 2025Q2: 49,068 shares; 2025Q3: 52,719 shares; 2025Q4: 52,642 shares; 2026Q1: 52,936 shares 52,936 $3.47M 0.23% +294 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: 37,334 shares; 2024Q4: 36,971 shares; 2025Q1: 35,112 shares; 2025Q2: 34,674 shares; 2025Q3: 33,405 shares; 2025Q4: 32,994 shares; 2026Q1: 33,707 shares 33,707 $3.46M 0.23% +713 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: 32,631 shares; 2024Q4: 34,388 shares; 2025Q1: 34,431 shares; 2025Q2: 33,577 shares; 2025Q3: 33,503 shares; 2025Q4: 63,846 shares; 2026Q1: 55,833 shares 55,833 $3.42M 0.23% -8,013 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,746 shares; 2024Q4: 25,548 shares; 2025Q1: 25,190 shares; 2025Q2: 24,765 shares; 2025Q3: 24,641 shares; 2025Q4: 24,693 shares; 2026Q1: 25,000 shares 25,000 $3.39M 0.23% +307 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,423 shares; 2025Q1: 6,423 shares; 2025Q2: 6,271 shares; 2025Q3: 6,169 shares; 2025Q4: 6,142 shares; 2026Q1: 9,686 shares 9,686 $3.31M 0.22% +3,544 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,517 shares; 2025Q2: 38,917 shares; 2025Q3: 40,198 shares; 2025Q4: 41,132 shares; 2026Q1: 45,670 shares 45,670 $3.29M 0.22% +4,538 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,053 shares; 2024Q4: 38,937 shares; 2025Q1: 39,480 shares; 2025Q2: 39,357 shares; 2025Q3: 41,658 shares; 2025Q4: 43,817 shares; 2026Q1: 45,138 shares 45,138 $3.28M 0.22% +1,321 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,613 shares; 2024Q4: 44,128 shares; 2025Q1: 46,439 shares; 2025Q2: 47,278 shares; 2025Q3: 49,400 shares; 2025Q4: 50,569 shares; 2026Q1: 49,638 shares 49,638 $3.28M 0.22% -931 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: 104,147 shares; 2024Q4: 102,906 shares; 2025Q1: 99,767 shares; 2025Q2: 99,631 shares; 2025Q3: 97,648 shares; 2025Q4: 92,916 shares; 2026Q1: 91,267 shares 91,267 $3.21M 0.21% -1,649 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,319 shares; 2024Q4: 151,322 shares; 2025Q1: 55,770 shares; 2025Q2: 57,213 shares; 2025Q3: 60,361 shares; 2025Q4: 60,522 shares; 2026Q1: 57,886 shares 57,886 $3.19M 0.21% -2,636 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,879 shares; 2024Q4: 63,670 shares; 2025Q1: 57,206 shares; 2025Q2: 54,560 shares; 2025Q3: 51,434 shares; 2025Q4: 50,279 shares; 2026Q1: 49,444 shares 49,444 $3.19M 0.21% -835 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 24,098 shares; 2025Q2: 24,650 shares; 2025Q3: 25,132 shares; 2025Q4: 24,952 shares; 2026Q1: 26,493 shares 26,493 $3.17M 0.21% +1,541 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: 1,176 shares; 2024Q4: 1,111 shares; 2025Q1: 1,102 shares; 2025Q2: 1,088 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 4,633 shares 4,633 $3.16M 0.21% +3,556 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,406 shares; 2024Q4: 43,668 shares; 2025Q1: 60,643 shares; 2025Q2: 74,303 shares; 2025Q3: 76,429 shares; 2025Q4: 80,266 shares; 2026Q1: 76,474 shares 76,474 $3.15M 0.21% -3,792 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: 42,622 shares; 2024Q4: 42,680 shares; 2025Q1: 42,605 shares; 2025Q2: 42,091 shares; 2025Q3: 41,481 shares; 2025Q4: 31,367 shares; 2026Q1: 31,713 shares 31,713 $3.15M 0.21% +346 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,518 shares; 2024Q4: 20,828 shares; 2025Q1: 39,357 shares; 2025Q2: 43,467 shares; 2025Q3: 45,239 shares; 2025Q4: 46,222 shares; 2026Q1: 49,915 shares 49,915 $3.09M 0.21% +3,693 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: 23,872 shares; 2024Q4: 23,710 shares; 2025Q1: 23,101 shares; 2025Q2: 23,007 shares; 2025Q3: 23,200 shares; 2025Q4: 23,762 shares; 2026Q1: 23,902 shares 23,902 $3.08M 0.21% +140 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 5,124 shares; 2025Q1: 5,559 shares; 2025Q2: 5,890 shares; 2025Q3: 6,000 shares; 2025Q4: 5,826 shares; 2026Q1: 5,852 shares 5,852 $3.06M 0.2% +26 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 9,035 shares; 2026Q1: 9,045 shares 9,045 $3.06M 0.2% +10 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,106 shares; 2026Q1: 35,948 shares 35,948 $3.05M 0.2% +12,842 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares; 2026Q1: 3,946 shares 3,946 $3.05M 0.2% +820 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: 6,847 shares; 2024Q4: 6,697 shares; 2025Q1: 5,814 shares; 2025Q2: 5,726 shares; 2025Q3: 5,739 shares; 2025Q4: 5,729 shares; 2026Q1: 5,645 shares 5,645 $3.04M 0.2% -84 Timeline SUSA 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: 24,148 shares; 2024Q4: 24,081 shares; 2025Q1: 24,081 shares; 2025Q2: 24,081 shares; 2025Q3: 24,133 shares; 2025Q4: 23,930 shares; 2026Q1: 22,310 shares 22,310 $2.95M 0.2% -1,620 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 14,638 shares; 2025Q1: 14,700 shares; 2025Q2: 14,882 shares; 2025Q3: 15,252 shares; 2025Q4: 15,673 shares; 2026Q1: 17,062 shares 17,062 $2.94M 0.2% +1,389 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,584 shares; 2024Q4: 35,397 shares; 2025Q1: 35,012 shares; 2025Q2: 34,637 shares; 2025Q3: 34,277 shares; 2025Q4: 66,256 shares; 2026Q1: 58,606 shares 58,606 $2.93M 0.2% -7,650 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,122 shares; 2024Q4: 31,227 shares; 2025Q1: 31,186 shares; 2025Q2: 30,856 shares; 2025Q3: 30,856 shares; 2025Q4: 30,856 shares; 2026Q1: 31,046 shares 31,046 $2.89M 0.19% +190 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,267 shares; 2024Q4: 56,334 shares; 2025Q1: 58,152 shares; 2025Q2: 60,851 shares; 2025Q3: 61,453 shares; 2025Q4: 59,924 shares; 2026Q1: 61,348 shares 61,348 $2.82M 0.19% +1,424 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: 19,925 shares; 2024Q4: 19,733 shares; 2025Q1: 18,917 shares; 2025Q2: 17,477 shares; 2025Q3: 17,080 shares; 2025Q4: 17,693 shares; 2026Q1: 17,492 shares 17,492 $2.79M 0.19% -201 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: 23,555 shares; 2024Q4: 23,048 shares; 2025Q1: 22,087 shares; 2025Q2: 20,480 shares; 2025Q3: 20,184 shares; 2025Q4: 19,548 shares; 2026Q1: 20,668 shares 20,668 $2.73M 0.18% +1,120 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,126 shares; 2024Q4: 8,206 shares; 2025Q1: 8,164 shares; 2025Q2: 8,121 shares; 2025Q3: 8,188 shares; 2025Q4: 8,629 shares; 2026Q1: 8,452 shares 8,452 $2.71M 0.18% -177 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: 33,771 shares; 2024Q4: 33,738 shares; 2025Q1: 33,669 shares; 2025Q2: 33,794 shares; 2025Q3: 33,497 shares; 2025Q4: 65,767 shares; 2026Q1: 58,768 shares 58,768 $2.7M 0.18% -6,999 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,544 shares; 2024Q4: 18,465 shares; 2025Q1: 18,337 shares; 2025Q2: 18,275 shares; 2025Q3: 18,350 shares; 2025Q4: 10,925 shares; 2026Q1: 9,238 shares 9,238 $2.68M 0.18% -1,687 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 5,203 shares; 2025Q1: 11,052 shares; 2025Q2: 12,151 shares; 2025Q3: 13,037 shares; 2025Q4: 13,279 shares; 2026Q1: 15,022 shares 15,022 $2.64M 0.18% +1,743 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: not reported; 2025Q3: 3,134 shares; 2025Q4: 25,828 shares; 2026Q1: 27,871 shares 27,871 $2.62M 0.18% +2,043 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: 10,956 shares; 2024Q4: 10,757 shares; 2025Q1: 10,596 shares; 2025Q2: 8,949 shares; 2025Q3: 8,635 shares; 2025Q4: 9,317 shares; 2026Q1: 9,553 shares 9,553 $2.5M 0.17% +236 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,943 shares 38,943 $2.48M 0.17% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,855 shares; 2024Q4: 22,380 shares; 2025Q1: 22,380 shares; 2025Q2: 20,506 shares; 2025Q3: 20,704 shares; 2025Q4: 20,676 shares; 2026Q1: 28,095 shares 28,095 $2.48M 0.17% +7,419 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: 9,643 shares; 2024Q4: 9,241 shares; 2025Q1: 8,570 shares; 2025Q2: 8,476 shares; 2025Q3: 8,281 shares; 2025Q4: 8,197 shares; 2026Q1: 7,948 shares 7,948 $2.47M 0.17% -249 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,027 shares; 2024Q4: 21,996 shares; 2025Q1: 29,911 shares; 2025Q2: 32,042 shares; 2025Q3: 38,154 shares; 2025Q4: 41,375 shares; 2026Q1: 46,044 shares 46,044 $2.37M 0.16% +4,669 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,640 shares; 2025Q1: 13,076 shares; 2025Q2: 11,935 shares; 2025Q3: 11,081 shares; 2025Q4: 10,684 shares; 2026Q1: 10,411 shares 10,411 $2.26M 0.15% -273 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,476 shares; 2024Q4: 38,756 shares; 2025Q1: 42,992 shares; 2025Q2: 45,309 shares; 2025Q3: 43,595 shares; 2025Q4: 40,164 shares; 2026Q1: 36,219 shares 36,219 $2.2M 0.15% -3,945 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,789 shares; 2024Q4: 29,603 shares; 2025Q1: 27,839 shares; 2025Q2: 26,265 shares; 2025Q3: 23,410 shares; 2025Q4: 21,948 shares; 2026Q1: 21,927 shares 21,927 $2.12M 0.14% -21 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: 6,677 shares; 2024Q4: 6,465 shares; 2025Q1: 6,091 shares; 2025Q2: 6,108 shares; 2025Q3: 5,828 shares; 2025Q4: 5,968 shares; 2026Q1: 6,149 shares 6,149 $2.11M 0.14% +181 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,559 shares; 2024Q4: 13,913 shares; 2025Q1: 13,538 shares; 2025Q2: 12,331 shares; 2025Q3: 11,786 shares; 2025Q4: 11,631 shares; 2026Q1: 11,211 shares 11,211 $2.07M 0.14% -420 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,465 shares; 2024Q4: 16,310 shares; 2025Q1: 22,696 shares; 2025Q2: 24,512 shares; 2025Q3: 27,285 shares; 2025Q4: 28,792 shares; 2026Q1: 33,187 shares 33,187 $2.05M 0.14% +4,395 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: 18,017 shares; 2024Q4: 17,889 shares; 2025Q1: 17,089 shares; 2025Q2: 16,989 shares; 2025Q3: 15,168 shares; 2025Q4: 15,058 shares; 2026Q1: 15,609 shares 15,609 $2.05M 0.14% +551 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,349 shares; 2025Q3: 7,049 shares; 2025Q4: 7,069 shares; 2026Q1: 14,814 shares 14,814 $2.01M 0.13% +7,745 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: 7,017 shares; 2024Q4: 8,472 shares; 2025Q1: 8,249 shares; 2025Q2: 8,987 shares; 2025Q3: 8,850 shares; 2025Q4: 10,154 shares; 2026Q1: 10,145 shares 10,145 $2.01M 0.13% -9 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: 8,217 shares; 2024Q4: 8,005 shares; 2025Q1: 7,785 shares; 2025Q2: 7,220 shares; 2025Q3: 6,935 shares; 2025Q4: 6,712 shares; 2026Q1: 6,594 shares 6,594 $1.99M 0.13% -118 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: 9,368 shares; 2024Q4: 11,044 shares; 2025Q1: 10,355 shares; 2025Q2: 11,126 shares; 2025Q3: 11,364 shares; 2025Q4: 13,051 shares; 2026Q1: 13,483 shares 13,483 $1.95M 0.13% +432 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,460 shares 16,460 $1.94M 0.13% new 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: 18,172 shares; 2024Q4: 18,731 shares; 2025Q1: 18,723 shares; 2025Q2: 20,161 shares; 2025Q3: 19,569 shares; 2025Q4: 19,569 shares; 2026Q1: 19,498 shares 19,498 $1.9M 0.13% -71 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,617 shares; 2024Q4: 12,470 shares; 2025Q1: 12,395 shares; 2025Q2: 12,640 shares; 2025Q3: 12,434 shares; 2025Q4: 12,434 shares; 2026Q1: 12,434 shares 12,434 $1.88M 0.13% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,805 shares; 2025Q2: 8,783 shares; 2025Q3: 9,670 shares; 2025Q4: 9,807 shares; 2026Q1: 10,262 shares 10,262 $1.88M 0.13% +455 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 9,583 shares; 2025Q1: 9,072 shares; 2025Q2: 8,244 shares; 2025Q3: 7,738 shares; 2025Q4: 7,421 shares; 2026Q1: 7,240 shares 7,240 $1.86M 0.12% -181 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: 12,297 shares; 2024Q4: 12,297 shares; 2025Q1: 11,347 shares; 2025Q2: 11,347 shares; 2025Q3: 11,347 shares; 2025Q4: 11,147 shares; 2026Q1: 11,189 shares 11,189 $1.85M 0.12% +42 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: 3,049 shares; 2025Q4: 14,595 shares; 2026Q1: 17,334 shares 17,334 $1.81M 0.12% +2,739 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: 5,486 shares; 2024Q4: 5,471 shares; 2025Q1: 5,321 shares; 2025Q2: 5,163 shares; 2025Q3: 5,108 shares; 2025Q4: 5,108 shares; 2026Q1: 5,060 shares 5,060 $1.8M 0.12% -48 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,192 shares; 2025Q3: 10,888 shares; 2025Q4: 10,628 shares; 2026Q1: 12,505 shares 12,505 $1.75M 0.12% +1,877 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,615 shares; 2024Q4: 35,823 shares; 2025Q1: 35,473 shares; 2025Q2: 35,906 shares; 2025Q3: 31,169 shares; 2025Q4: 33,564 shares; 2026Q1: 33,611 shares 33,611 $1.75M 0.12% +47 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,382 shares; 2024Q4: 19,707 shares; 2025Q1: 19,649 shares; 2025Q2: 19,489 shares; 2025Q3: 19,114 shares; 2025Q4: 18,961 shares; 2026Q1: 18,811 shares 18,811 $1.67M 0.11% -150 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: 8,661 shares; 2024Q4: 8,021 shares; 2025Q1: 7,825 shares; 2025Q2: 7,327 shares; 2025Q3: 7,127 shares; 2025Q4: 7,610 shares; 2026Q1: 7,587 shares 7,587 $1.57M 0.11% -23 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: 10,280 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,035 shares; 2025Q3: 9,553 shares; 2025Q4: 9,328 shares; 2026Q1: 9,178 shares 9,178 $1.55M 0.1% -150 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: 4,806 shares; 2024Q4: 5,517 shares; 2025Q1: 4,699 shares; 2025Q2: 5,219 shares; 2025Q3: 5,384 shares; 2025Q4: 5,886 shares; 2026Q1: 6,114 shares 6,114 $1.51M 0.1% +228 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: 73,295 shares; 2024Q4: 63,628 shares; 2025Q1: 64,704 shares; 2025Q2: 64,632 shares; 2025Q3: 58,335 shares; 2025Q4: 32,749 shares; 2026Q1: 22,084 shares 22,084 $1.5M 0.1% -10,665 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,054 shares; 2024Q4: 18,527 shares; 2025Q1: 17,349 shares; 2025Q2: 17,340 shares; 2025Q3: 17,632 shares; 2025Q4: 12,852 shares; 2026Q1: 6,032 shares 6,032 $1.47M 0.1% -6,820 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: 11,113 shares; 2024Q4: 11,113 shares; 2025Q1: 11,113 shares; 2025Q2: 11,113 shares; 2025Q3: 13,100 shares; 2025Q4: 13,247 shares; 2026Q1: 12,956 shares 12,956 $1.47M 0.1% -291 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,390 shares; 2025Q1: 7,871 shares; 2025Q2: 7,594 shares; 2025Q3: 7,494 shares; 2025Q4: 7,494 shares; 2026Q1: 7,096 shares 7,096 $1.39M 0.09% -398 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: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 7,543 shares; 2025Q2: 7,863 shares; 2025Q3: 7,863 shares; 2025Q4: 7,863 shares; 2026Q1: 7,863 shares 7,863 $1.36M 0.09% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,446 shares; 2025Q1: 4,843 shares; 2025Q2: 4,783 shares; 2025Q3: 4,738 shares; 2025Q4: 4,418 shares; 2026Q1: 4,423 shares 4,423 $1.34M 0.09% +5 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,424 shares; 2024Q4: 13,474 shares; 2025Q1: 12,663 shares; 2025Q2: 12,823 shares; 2025Q3: 11,260 shares; 2025Q4: 12,118 shares; 2026Q1: 12,644 shares 12,644 $1.34M 0.09% +526 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,784 shares; 2025Q1: 2,679 shares; 2025Q2: 2,668 shares; 2025Q3: 2,664 shares; 2025Q4: 2,362 shares; 2026Q1: 2,262 shares 2,262 $1.33M 0.09% -100 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: 4,031 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 3,997 shares; 2025Q3: 3,997 shares; 2025Q4: 3,966 shares; 2026Q1: 4,118 shares 4,118 $1.31M 0.09% +152 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,805 shares; 2024Q4: 22,805 shares; 2025Q1: 22,761 shares; 2025Q2: 22,042 shares; 2025Q3: 22,002 shares; 2025Q4: 22,000 shares; 2026Q1: 21,060 shares 21,060 $1.3M 0.09% -940 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: 43,439 shares; 2024Q4: 47,739 shares; 2025Q1: 46,973 shares; 2025Q2: 47,552 shares; 2025Q3: 39,744 shares; 2025Q4: 45,272 shares; 2026Q1: 44,180 shares 44,180 $1.28M 0.09% -1,092 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares 1,166 $1.27M 0.09% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,157 shares; 2025Q1: 7,849 shares; 2025Q2: 7,731 shares; 2025Q3: 6,863 shares; 2025Q4: 6,867 shares; 2026Q1: 6,657 shares 6,657 $1.27M 0.08% -210 Timeline XLRE 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: 22,771 shares; 2024Q4: 29,359 shares; 2025Q1: 29,366 shares; 2025Q2: 29,090 shares; 2025Q3: 28,472 shares; 2025Q4: 27,951 shares; 2026Q1: 31,003 shares 31,003 $1.27M 0.08% +3,052 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 9,212 shares; 2025Q1: 9,174 shares; 2025Q2: 8,729 shares; 2025Q3: 8,713 shares; 2025Q4: 8,313 shares; 2026Q1: 8,233 shares 8,233 $1.26M 0.08% -80 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: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,105 shares; 2025Q4: 5,101 shares; 2026Q1: 5,101 shares 5,101 $1.25M 0.08% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,945 shares 1,945 $1.24M 0.08% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,859 shares; 2024Q4: 18,768 shares; 2025Q1: 18,018 shares; 2025Q2: 17,649 shares; 2025Q3: 17,766 shares; 2025Q4: 14,146 shares; 2026Q1: 14,246 shares 14,246 $1.21M 0.08% +100 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,660 shares; 2024Q4: 7,775 shares; 2025Q1: 6,533 shares; 2025Q2: 6,315 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares; 2026Q1: 5,961 shares 5,961 $1.19M 0.08% -320 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,017 shares 5,017 $1.16M 0.08% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 9,713 shares; 2025Q1: 9,328 shares; 2025Q2: 9,249 shares; 2025Q3: 8,377 shares; 2025Q4: 9,721 shares; 2026Q1: 12,381 shares 12,381 $1.12M 0.07% +2,660 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: 5,214 shares; 2024Q4: 5,214 shares; 2025Q1: 5,122 shares; 2025Q2: 5,105 shares; 2025Q3: 5,127 shares; 2025Q4: 5,382 shares; 2026Q1: 5,490 shares 5,490 $1.12M 0.07% +108 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: 6,979 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 5,376 shares; 2025Q3: 5,111 shares; 2025Q4: 4,987 shares; 2026Q1: 5,025 shares 5,025 $1.08M 0.07% +38 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: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: 3,190 shares; 2026Q1: 5,050 shares 5,050 $1.08M 0.07% +1,860 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 3,632 shares 3,632 $1.08M 0.07% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,417 shares; 2024Q4: 15,131 shares; 2025Q1: 15,131 shares; 2025Q2: 14,230 shares; 2025Q3: 14,230 shares; 2025Q4: 14,844 shares; 2026Q1: 21,610 shares 21,610 $1.06M 0.07% +6,766 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 15,775 shares; 2025Q1: 15,989 shares; 2025Q2: 15,962 shares; 2025Q3: 15,747 shares; 2025Q4: 16,273 shares; 2026Q1: 16,273 shares 16,273 $1.06M 0.07% 0 Timeline GVI 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: 26,653 shares; 2024Q4: 18,845 shares; 2025Q1: 17,655 shares; 2025Q2: 16,557 shares; 2025Q3: 12,300 shares; 2025Q4: 10,431 shares; 2026Q1: 9,754 shares 9,754 $1.04M 0.07% -677 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 2,747 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $1.02M 0.07% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,050 shares; 2025Q3: 11,322 shares; 2025Q4: 11,212 shares; 2026Q1: 10,461 shares 10,461 $1.01M 0.07% -751 Timeline IYJ 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: 7,380 shares; 2024Q4: 7,286 shares; 2025Q1: 7,276 shares; 2025Q2: 7,276 shares; 2025Q3: 7,224 shares; 2025Q4: 7,265 shares; 2026Q1: 6,739 shares 6,739 $994K 0.07% -526 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: 4,483 shares; 2024Q4: 4,486 shares; 2025Q1: 3,577 shares; 2025Q2: 3,458 shares; 2025Q3: 3,088 shares; 2025Q4: 3,079 shares; 2026Q1: 3,043 shares 3,043 $992K 0.07% -36 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 21,574 shares; 2025Q3: 21,574 shares; 2025Q4: 21,574 shares; 2026Q1: 21,574 shares 21,574 $990K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,553 shares; 2024Q4: 27,016 shares; 2025Q1: 8,553 shares; 2025Q2: 7,849 shares; 2025Q3: 7,477 shares; 2025Q4: 5,280 shares; 2026Q1: 4,159 shares 4,159 $940K 0.06% -1,121 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 37,400 shares; 2025Q1: 37,100 shares; 2025Q2: 32,250 shares; 2025Q3: 32,250 shares; 2025Q4: 43,050 shares; 2026Q1: 43,050 shares 43,050 $918K 0.06% 0 Timeline VIS 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: 3,178 shares; 2024Q4: 3,178 shares; 2025Q1: 3,134 shares; 2025Q2: 2,984 shares; 2025Q3: 2,934 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares 2,902 $906K 0.06% 0 Timeline IDU 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: 10,485 shares; 2024Q4: 10,410 shares; 2025Q1: 7,903 shares; 2025Q2: 7,780 shares; 2025Q3: 7,776 shares; 2025Q4: 8,001 shares; 2026Q1: 7,736 shares 7,736 $898K 0.06% -265 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: 21,288 shares; 2024Q4: 21,558 shares; 2025Q1: 21,248 shares; 2025Q2: 16,929 shares; 2025Q3: 16,968 shares; 2025Q4: 16,382 shares; 2026Q1: 16,410 shares 16,410 $888K 0.06% +28 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,198 shares; 2024Q4: 8,198 shares; 2025Q1: 8,198 shares; 2025Q2: 8,198 shares; 2025Q3: 8,198 shares; 2025Q4: 8,198 shares; 2026Q1: 8,198 shares 8,198 $876K 0.06% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,189 shares 14,189 $834K 0.06% new 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: 6,910 shares; 2024Q4: 7,299 shares; 2025Q1: 8,119 shares; 2025Q2: 9,090 shares; 2025Q3: 9,541 shares; 2025Q4: 11,172 shares; 2026Q1: 9,127 shares 9,127 $826K 0.06% -2,045 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: 1,036 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 926 shares; 2025Q3: 881 shares; 2025Q4: 885 shares; 2026Q1: 943 shares 943 $816K 0.05% +58 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,921 shares; 2024Q4: 14,795 shares; 2025Q1: 14,769 shares; 2025Q2: 14,569 shares; 2025Q3: 14,469 shares; 2025Q4: 13,449 shares; 2026Q1: 13,285 shares 13,285 $815K 0.05% -164 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,690 shares; 2024Q4: 12,690 shares; 2025Q1: 12,690 shares; 2025Q2: 12,315 shares; 2025Q3: 12,065 shares; 2025Q4: 12,065 shares; 2026Q1: 11,524 shares 11,524 $807K 0.05% -541 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: 18,257 shares; 2024Q4: 17,932 shares; 2025Q1: 17,497 shares; 2025Q2: 17,170 shares; 2025Q3: 17,013 shares; 2025Q4: 16,782 shares; 2026Q1: 16,437 shares 16,437 $806K 0.05% -345 Timeline BBHY 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: 37,702 shares; 2024Q4: 33,807 shares; 2025Q1: 33,025 shares; 2025Q2: 30,969 shares; 2025Q3: 27,150 shares; 2025Q4: 23,144 shares; 2026Q1: 17,529 shares 17,529 $803K 0.05% -5,615 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: 1,132 shares; 2024Q4: 1,079 shares; 2025Q1: 2,477 shares; 2025Q2: 2,448 shares; 2025Q3: 2,467 shares; 2025Q4: 2,229 shares; 2026Q1: 2,289 shares 2,289 $752K 0.05% +60 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 8,810 shares; 2025Q1: 8,142 shares; 2025Q2: 8,251 shares; 2025Q3: 8,062 shares; 2025Q4: 8,207 shares; 2026Q1: 8,584 shares 8,584 $744K 0.05% +377 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,573 shares; 2024Q4: 12,260 shares; 2025Q1: 12,708 shares; 2025Q2: 15,828 shares; 2025Q3: 16,135 shares; 2025Q4: 23,922 shares; 2026Q1: 32,837 shares 32,837 $744K 0.05% +8,915 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,651 shares; 2024Q4: 11,732 shares; 2025Q1: 15,160 shares; 2025Q2: 15,110 shares; 2025Q3: 15,171 shares; 2025Q4: 15,731 shares; 2026Q1: 3,708 shares 3,708 $735K 0.05% -12,023 Timeline HELO 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: 3,085 shares; 2026Q1: 11,432 shares 11,432 $731K 0.05% +8,347 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,303 shares; 2025Q2: 2,188 shares; 2025Q3: 2,182 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares 2,082 $716K 0.05% 0 Timeline DON 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: 21,729 shares; 2024Q4: 21,429 shares; 2025Q1: 21,429 shares; 2025Q2: 19,454 shares; 2025Q3: 16,454 shares; 2025Q4: 16,454 shares; 2026Q1: 13,554 shares 13,554 $712K 0.05% -2,900 Timeline VOX 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: 5,698 shares; 2024Q4: 5,698 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,948 shares; 2025Q4: 3,948 shares; 2026Q1: 3,948 shares 3,948 $710K 0.05% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 4,223 shares; 2025Q2: 4,108 shares; 2025Q3: 4,083 shares; 2025Q4: 4,136 shares; 2026Q1: 3,996 shares 3,996 $703K 0.05% -140 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: 2,572 shares; 2024Q4: 2,307 shares; 2025Q1: 1,907 shares; 2025Q2: 1,919 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,971 shares 1,971 $680K 0.05% +30 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,590 shares; 2025Q1: 2,522 shares; 2025Q2: 2,470 shares; 2025Q3: 2,460 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares 2,453 $668K 0.04% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 18,075 shares; 2025Q1: 13,211 shares; 2025Q2: 19,459 shares; 2025Q3: 11,762 shares; 2025Q4: 21,375 shares; 2026Q1: 6,613 shares 6,613 $665K 0.04% -14,762 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,569 shares; 2024Q4: 24,494 shares; 2025Q1: 24,494 shares; 2025Q2: 24,494 shares; 2025Q3: 24,494 shares; 2025Q4: 24,489 shares; 2026Q1: 24,489 shares 24,489 $647K 0.04% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 5,557 shares; 2025Q1: 5,807 shares; 2025Q2: 5,935 shares; 2025Q3: 5,612 shares; 2025Q4: 7,518 shares; 2026Q1: 11,826 shares 11,826 $633K 0.04% +4,308 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 7,942 shares; 2025Q1: 7,887 shares; 2025Q2: 7,774 shares; 2025Q3: 7,343 shares; 2025Q4: 7,120 shares; 2026Q1: 5,265 shares 5,265 $622K 0.04% -1,855 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: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,584 shares; 2025Q4: 5,318 shares; 2026Q1: 4,224 shares 4,224 $611K 0.04% -1,094 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: 1,771 shares; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,740 shares; 2025Q3: 2,563 shares; 2025Q4: 2,352 shares; 2026Q1: 2,287 shares 2,287 $608K 0.04% -65 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,124 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,068 shares; 2026Q1: 2,025 shares 2,025 $581K 0.04% -43 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,320 shares; 2024Q4: 16,120 shares; 2025Q1: 15,720 shares; 2025Q2: 13,425 shares; 2025Q3: 13,000 shares; 2025Q4: 12,195 shares; 2026Q1: 12,219 shares 12,219 $574K 0.04% +24 Timeline IYF 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,391 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 4,845 shares 4,845 $570K 0.04% -430 Timeline VCR 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,733 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $570K 0.04% 0 Timeline IYE 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: 9,129 shares; 2024Q4: 9,129 shares; 2025Q1: 9,122 shares; 2025Q2: 9,068 shares; 2025Q3: 9,065 shares; 2025Q4: 9,116 shares; 2026Q1: 8,741 shares 8,741 $566K 0.04% -375 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,783 shares; 2025Q1: 8,783 shares; 2025Q2: 8,902 shares; 2025Q3: 9,194 shares; 2025Q4: 7,784 shares; 2026Q1: 7,461 shares 7,461 $562K 0.04% -323 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,711 shares; 2024Q4: 10,711 shares; 2025Q1: 10,686 shares; 2025Q2: 10,606 shares; 2025Q3: 10,606 shares; 2025Q4: 10,406 shares; 2026Q1: 10,406 shares 10,406 $554K 0.04% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 685 shares; 2025Q3: 775 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $554K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 704 shares; 2025Q4: 1,324 shares; 2026Q1: 1,980 shares 1,980 $553K 0.04% +656 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,543 shares; 2025Q3: 1,365 shares; 2025Q4: 1,385 shares; 2026Q1: 1,977 shares 1,977 $549K 0.04% +592 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 342 shares; 2025Q1: 376 shares; 2025Q2: 395 shares; 2025Q3: 404 shares; 2025Q4: 471 shares; 2026Q1: 471 shares 471 $546K 0.04% 0 Timeline IWS 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: 3,524 shares; 2024Q4: 3,573 shares; 2025Q1: 3,573 shares; 2025Q2: 3,724 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares 3,698 $539K 0.04% 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: 10,905 shares; 2024Q4: 10,905 shares; 2025Q1: 10,572 shares; 2025Q2: 10,452 shares; 2025Q3: 10,017 shares; 2025Q4: 10,017 shares; 2026Q1: 9,567 shares 9,567 $539K 0.04% -450 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: 12,065 shares; 2024Q4: 11,665 shares; 2025Q1: 9,165 shares; 2025Q2: 9,045 shares; 2025Q3: 9,033 shares; 2025Q4: 9,027 shares; 2026Q1: 8,987 shares 8,987 $535K 0.04% -40 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,325 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares 4,911 $532K 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,526 shares; 2025Q3: 1,490 shares; 2025Q4: 1,307 shares; 2026Q1: 1,475 shares 1,475 $525K 0.04% +168 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 3,445 shares; 2025Q3: 3,445 shares; 2025Q4: 4,130 shares; 2026Q1: 4,783 shares 4,783 $525K 0.04% +653 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: 8,037 shares; 2024Q4: 7,743 shares; 2025Q1: 7,646 shares; 2025Q2: 7,062 shares; 2025Q3: 6,427 shares; 2025Q4: 5,663 shares; 2026Q1: 4,606 shares 4,606 $522K 0.03% -1,057 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,567 shares; 2025Q1: 2,267 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $517K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares 3,475 $515K 0.03% 0 Timeline MGK 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: 1,525 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $514K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,974 shares; 2024Q4: 83,800 shares; 2025Q1: 20,174 shares; 2025Q2: 17,115 shares; 2025Q3: 16,797 shares; 2025Q4: 17,395 shares; 2026Q1: 17,795 shares 17,795 $511K 0.03% +400 Timeline VDC 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: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,310 shares; 2025Q2: 2,276 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares 2,251 $506K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,893 shares; 2024Q4: 3,878 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,954 shares; 2025Q4: 3,845 shares; 2026Q1: 5,255 shares 5,255 $502K 0.03% +1,410 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,190 shares; 2025Q4: 3,239 shares; 2026Q1: 3,223 shares 3,223 $501K 0.03% -16 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: 6,801 shares; 2024Q4: 6,701 shares; 2025Q1: 6,601 shares; 2025Q2: 6,343 shares; 2025Q3: 6,243 shares; 2025Q4: 6,359 shares; 2026Q1: 6,289 shares 6,289 $501K 0.03% -70 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $491K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 16,122 shares; 2025Q1: 14,972 shares; 2025Q2: 14,972 shares; 2025Q3: 14,547 shares; 2025Q4: 14,547 shares; 2026Q1: 14,547 shares 14,547 $488K 0.03% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $482K 0.03% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares 1,548 $471K 0.03% new 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: 2,085 shares; 2024Q4: 2,198 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,288 shares 2,288 $465K 0.03% +5 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: 1,571 shares; 2024Q4: 1,705 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,355 shares 1,355 $458K 0.03% -135 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 11,947 shares; 2025Q1: 11,396 shares; 2025Q2: 11,116 shares; 2025Q3: 8,333 shares; 2025Q4: 7,559 shares; 2026Q1: 9,444 shares 9,444 $454K 0.03% +1,885 Timeline IBB 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: 2,675 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $452K 0.03% 0 Timeline VFH 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: 4,367 shares; 2024Q4: 4,317 shares; 2025Q1: 4,317 shares; 2025Q2: 4,317 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares; 2026Q1: 3,727 shares 3,727 $450K 0.03% -390 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,839 shares; 2024Q4: 8,439 shares; 2025Q1: 7,981 shares; 2025Q2: 7,573 shares; 2025Q3: 5,505 shares; 2025Q4: 3,887 shares; 2026Q1: 5,602 shares 5,602 $439K 0.03% +1,715 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,541 shares; 2025Q1: 9,595 shares; 2025Q2: 2,091 shares; 2025Q3: 2,173 shares; 2025Q4: 1,966 shares; 2026Q1: 1,555 shares 1,555 $421K 0.03% -411 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: 51,463 shares; 2024Q4: 40,736 shares; 2025Q1: 16,533 shares; 2025Q2: 15,386 shares; 2025Q3: 12,245 shares; 2025Q4: 10,320 shares; 2026Q1: 9,407 shares 9,407 $415K 0.03% -913 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,347 shares; 2024Q4: 11,331 shares; 2025Q1: 11,331 shares; 2025Q2: 11,066 shares; 2025Q3: 10,644 shares; 2025Q4: 10,680 shares; 2026Q1: 10,643 shares 10,643 $413K 0.03% -37 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $412K 0.03% 0 Timeline VPU 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: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $412K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,349 shares; 2024Q4: 5,974 shares; 2025Q1: 5,698 shares; 2025Q2: 5,680 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 5,340 shares 5,340 $412K 0.03% -40 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: 2,899 shares; 2024Q4: 3,245 shares; 2025Q1: 2,995 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 3,135 shares 3,135 $411K 0.03% +295 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 9,975 shares; 2025Q4: 9,629 shares; 2026Q1: 8,516 shares 8,516 $406K 0.03% -1,113 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 2,901 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,825 shares 2,825 $405K 0.03% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363 $404K 0.03% new 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: not reported; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 937 shares 937 $403K 0.03% +207 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,860 shares; 2024Q4: 10,810 shares; 2025Q1: 8,510 shares; 2025Q2: 8,625 shares; 2025Q3: 8,540 shares; 2025Q4: 7,108 shares; 2026Q1: 7,108 shares 7,108 $401K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,465 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,370 shares; 2026Q1: 1,348 shares 1,348 $393K 0.03% -22 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,844 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,776 shares; 2025Q4: 1,776 shares; 2026Q1: 1,740 shares 1,740 $381K 0.03% -36 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: 3,775 shares; 2024Q4: 4,347 shares; 2025Q1: 4,747 shares; 2025Q2: 5,812 shares; 2025Q3: 5,597 shares; 2025Q4: 6,006 shares; 2026Q1: 5,097 shares 5,097 $375K 0.03% -909 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: 702 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 665 shares; 2026Q1: 862 shares 862 $367K 0.02% +197 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 759 shares; 2025Q1: 609 shares; 2025Q2: 579 shares; 2025Q3: 501 shares; 2025Q4: 776 shares; 2026Q1: 839 shares 839 $366K 0.02% +63 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,458 shares 1,458 $365K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,545 shares 3,545 $362K 0.02% 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: 2,775 shares; 2025Q1: 2,605 shares; 2025Q2: 2,369 shares; 2025Q3: 2,309 shares; 2025Q4: 2,189 shares; 2026Q1: 3,011 shares 3,011 $357K 0.02% +822 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares 5,540 $354K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 747 shares; 2025Q1: 743 shares; 2025Q2: 727 shares; 2025Q3: 739 shares; 2025Q4: 750 shares; 2026Q1: 83 shares 83 $349K 0.02% -667 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,920 shares; 2025Q1: 1,877 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,638 shares; 2026Q1: 1,607 shares 1,607 $341K 0.02% -31 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: 18,160 shares; 2024Q4: 13,660 shares; 2025Q1: 13,416 shares; 2025Q2: 13,364 shares; 2025Q3: 8,696 shares; 2025Q4: 8,696 shares; 2026Q1: 8,299 shares 8,299 $341K 0.02% -397 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: 13,400 shares; 2024Q4: 6,850 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $332K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,497 shares; 2024Q4: 15,528 shares; 2025Q1: 14,519 shares; 2025Q2: 14,419 shares; 2025Q3: 14,356 shares; 2025Q4: 9,089 shares; 2026Q1: 8,908 shares 8,908 $332K 0.02% -181 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,542 shares; 2024Q4: 8,528 shares; 2025Q1: 8,528 shares; 2025Q2: 8,328 shares; 2025Q3: 7,985 shares; 2025Q4: 8,056 shares; 2026Q1: 8,027 shares 8,027 $330K 0.02% -29 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: 1,432 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,350 shares; 2025Q3: 1,259 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $327K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,287 shares; 2025Q4: 1,265 shares; 2026Q1: 1,203 shares 1,203 $320K 0.02% -62 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,876 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $317K 0.02% 0 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: 842 shares; 2024Q4: 850 shares; 2025Q1: 608 shares; 2025Q2: 604 shares; 2025Q3: 545 shares; 2025Q4: 793 shares; 2026Q1: 732 shares 732 $317K 0.02% -61 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 209 shares; 2026Q1: 283 shares 283 $309K 0.02% +74 Timeline FNDX 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: 3,692 shares; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 11,076 shares; 2025Q3: 11,076 shares; 2025Q4: 11,076 shares; 2026Q1: 11,076 shares 11,076 $308K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,144 shares; 2025Q1: 1,339 shares; 2025Q2: 1,278 shares; 2025Q3: 1,389 shares; 2025Q4: 1,372 shares; 2026Q1: 869 shares 869 $308K 0.02% -503 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares; 2025Q4: 1,315 shares; 2026Q1: 1,322 shares 1,322 $307K 0.02% +7 Timeline KRE 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: 6,094 shares; 2024Q4: 6,104 shares; 2025Q1: 5,104 shares; 2025Q2: 4,894 shares; 2025Q3: 4,694 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares 4,694 $306K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,957 shares; 2024Q4: 3,880 shares; 2025Q1: 3,880 shares; 2025Q2: 3,875 shares; 2025Q3: 3,726 shares; 2025Q4: 3,157 shares; 2026Q1: 3,138 shares 3,138 $305K 0.02% -19 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,883 shares; 2024Q4: 21,213 shares; 2025Q1: 20,963 shares; 2025Q2: 14,920 shares; 2025Q3: 13,778 shares; 2025Q4: 12,745 shares; 2026Q1: 11,665 shares 11,665 $305K 0.02% -1,080 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $297K 0.02% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,908 shares; 2024Q4: 2,903 shares; 2025Q1: 2,810 shares; 2025Q2: 2,688 shares; 2025Q3: 2,597 shares; 2025Q4: 2,543 shares; 2026Q1: 2,225 shares 2,225 $296K 0.02% -318 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 5,360 shares; 2025Q1: 4,606 shares; 2025Q2: 3,727 shares; 2025Q3: 3,478 shares; 2025Q4: 3,328 shares; 2026Q1: 4,010 shares 4,010 $288K 0.02% +682 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,375 shares 10,375 $287K 0.02% +375 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 2,977 shares; 2025Q4: 2,977 shares; 2026Q1: 3,683 shares 3,683 $279K 0.02% +706 Timeline VAW 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: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $277K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 725 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 660 shares 660 $275K 0.02% +40 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares 1,385 $273K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,976 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,865 shares 1,865 $271K 0.02% -80 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: 348 shares; 2025Q1: 278 shares; 2025Q2: 292 shares; 2025Q3: 282 shares; 2025Q4: 280 shares; 2026Q1: 278 shares 278 $267K 0.02% -2 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,210 shares; 2025Q1: 3,810 shares; 2025Q2: 3,360 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,310 shares 2,310 $265K 0.02% new 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,828 shares; 2025Q2: 1,761 shares; 2025Q3: 1,855 shares; 2025Q4: 2,136 shares; 2026Q1: 1,205 shares 1,205 $261K 0.02% -931 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,346 shares; 2026Q1: 3,430 shares 3,430 $255K 0.02% +84 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,580 shares; 2025Q1: 3,194 shares; 2025Q2: 2,994 shares; 2025Q3: 3,228 shares; 2025Q4: 2,683 shares; 2026Q1: 2,577 shares 2,577 $254K 0.02% -106 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,769 shares; 2024Q4: 19,460 shares; 2025Q1: 16,376 shares; 2025Q2: 8,770 shares; 2025Q3: 8,619 shares; 2025Q4: 8,567 shares; 2026Q1: 6,399 shares 6,399 $250K 0.02% -2,168 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: not reported; 2024Q4: 1,232 shares; 2025Q1: 1,223 shares; 2025Q2: 1,199 shares; 2025Q3: 1,238 shares; 2025Q4: 1,344 shares; 2026Q1: 1,184 shares 1,184 $250K 0.02% -160 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares; 2026Q1: 5,753 shares 5,753 $248K 0.02% -729 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares 864 $245K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 4,840 shares; 2025Q1: 4,729 shares; 2025Q2: 4,761 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares; 2026Q1: 4,178 shares 4,178 $241K 0.02% -413 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $240K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,082 shares 2,082 $239K 0.02% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,930 shares 3,930 $235K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625 shares; 2025Q4: not reported; 2026Q1: 1,125 shares 1,125 $228K 0.02% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 380 shares 380 $227K 0.02% +48 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: 2,419 shares 2,419 $226K 0.02% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,221 shares; 2025Q1: 5,221 shares; 2025Q2: not reported; 2025Q3: 4,821 shares; 2025Q4: not reported; 2026Q1: 4,446 shares 4,446 $225K 0.02% new Timeline SDOG 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: 3,883 shares; 2024Q4: 3,683 shares; 2025Q1: 3,683 shares; 2025Q2: 3,683 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares 3,404 $221K 0.01% 0 Timeline VGSH 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: 3,430 shares; 2024Q4: not reported; 2025Q1: 3,430 shares; 2025Q2: 3,487 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,695 shares 3,695 $216K 0.01% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,790 shares 3,790 $215K 0.01% new Timeline BKLN 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: not reported; 2026Q1: 10,410 shares 10,410 $212K 0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,095 shares; 2024Q4: 4,035 shares; 2025Q1: 3,220 shares; 2025Q2: 3,439 shares; 2025Q3: 3,225 shares; 2025Q4: 3,545 shares; 2026Q1: 3,370 shares 3,370 $212K 0.01% -175 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 588 shares 588 $211K 0.01% -20 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $210K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares 740 $209K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 531 shares 531 $207K 0.01% +20 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,635 shares; 2026Q1: 3,467 shares 3,467 $206K 0.01% -168 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,162 shares; 2024Q4: 40,447 shares; 2025Q1: 41,624 shares; 2025Q2: 41,691 shares; 2025Q3: 43,301 shares; 2025Q4: 43,134 shares; 2026Q1: 2,505 shares 2,505 $205K 0.01% -40,629 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: not reported; 2026Q1: 3,400 shares 3,400 $201K 0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $186K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,218 shares 14,218 $164K 0.01% new Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,476 shares; 2024Q4: 66,476 shares; 2025Q1: 66,476 shares; 2025Q2: 93,236 shares; 2025Q3: 118,236 shares; 2025Q4: 111,236 shares; 2026Q1: 41,336 shares 41,336 $141K 0.01% -69,900 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 58,800 shares; 2025Q1: 58,800 shares; 2025Q2: 58,800 shares; 2025Q3: 58,800 shares; 2025Q4: 66,800 shares; 2026Q1: 26,800 shares 26,800 $61.9K <0.01% -40,000 Timeline