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: 285,536 shares; 2024Q4: 248,764 shares; 2025Q1: 241,430 shares; 2025Q2: 239,315 shares; 2025Q3: 217,766 shares; 2025Q4: 205,871 shares; 2026Q1: 214,532 shares 214,532 $54.4M 4.49% +8,661 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: 303,244 shares; 2024Q4: 306,679 shares; 2025Q1: 270,844 shares; 2025Q2: 271,215 shares; 2025Q3: 256,166 shares; 2025Q4: 255,614 shares; 2026Q1: 264,604 shares 264,604 $46.1M 3.8% +8,990 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,307 shares; 2024Q4: 139,976 shares; 2025Q1: 157,313 shares; 2025Q2: 171,866 shares; 2025Q3: 187,733 shares; 2025Q4: 194,888 shares; 2026Q1: 202,654 shares 202,654 $38.9M 3.2% +7,766 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: 91,227 shares; 2024Q4: 93,462 shares; 2025Q1: 92,663 shares; 2025Q2: 91,929 shares; 2025Q3: 90,062 shares; 2025Q4: 91,580 shares; 2026Q1: 97,317 shares 97,317 $36M 2.97% +5,737 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,009 shares; 2024Q4: 74,400 shares; 2025Q1: 95,441 shares; 2025Q2: 106,254 shares; 2025Q3: 121,497 shares; 2025Q4: 133,986 shares; 2026Q1: 145,606 shares 145,606 $30M 2.47% +11,620 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: 154,342 shares; 2024Q4: 116,554 shares; 2025Q1: 112,866 shares; 2025Q2: 108,334 shares; 2025Q3: 104,230 shares; 2025Q4: 103,598 shares; 2026Q1: 101,907 shares 101,907 $29.3M 2.42% -1,691 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: 106,762 shares; 2024Q4: 108,372 shares; 2025Q1: 107,643 shares; 2025Q2: 110,379 shares; 2025Q3: 109,454 shares; 2025Q4: 114,701 shares; 2026Q1: 117,588 shares 117,588 $24.5M 2.02% +2,887 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: 39,336 shares; 2024Q4: 40,267 shares; 2025Q1: 45,049 shares; 2025Q2: 45,879 shares; 2025Q3: 39,486 shares; 2025Q4: 39,951 shares; 2026Q1: 34,307 shares 34,307 $24.3M 2% -5,644 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: 71,876 shares; 2024Q4: 73,032 shares; 2025Q1: 74,717 shares; 2025Q2: 77,623 shares; 2025Q3: 77,229 shares; 2025Q4: 77,995 shares; 2026Q1: 76,770 shares 76,770 $22.6M 1.86% -1,225 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: 97,318 shares; 2024Q4: 99,769 shares; 2025Q1: 100,424 shares; 2025Q2: 101,492 shares; 2025Q3: 102,367 shares; 2025Q4: 101,783 shares; 2026Q1: 104,246 shares 104,246 $21.6M 1.78% +2,463 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: 60,976 shares; 2024Q4: 59,064 shares; 2025Q1: 57,028 shares; 2025Q2: 54,635 shares; 2025Q3: 48,096 shares; 2025Q4: 47,752 shares; 2026Q1: 46,915 shares 46,915 $20M 1.65% -837 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,365 shares; 2024Q4: 56,271 shares; 2025Q1: 67,895 shares; 2025Q2: 74,257 shares; 2025Q3: 84,719 shares; 2025Q4: 89,893 shares; 2026Q1: 92,438 shares 92,438 $19.8M 1.63% +2,545 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: 109,507 shares; 2024Q4: 31,892 shares; 2025Q1: 21,086 shares; 2025Q2: 21,143 shares; 2025Q3: 20,743 shares; 2025Q4: 19,401 shares; 2026Q1: 29,332 shares 29,332 $19.1M 1.57% +9,931 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,062 shares; 2024Q4: 143,062 shares; 2025Q1: 143,062 shares; 2025Q2: 143,062 shares; 2025Q3: 143,062 shares; 2025Q4: 143,062 shares; 2026Q1: 143,084 shares 143,084 $18.1M 1.49% +22 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: 111,801 shares; 2024Q4: 113,126 shares; 2025Q1: 114,860 shares; 2025Q2: 114,866 shares; 2025Q3: 114,931 shares; 2025Q4: 112,538 shares; 2026Q1: 113,687 shares 113,687 $17.7M 1.46% +1,149 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: 68,227 shares; 2024Q4: 69,864 shares; 2025Q1: 70,057 shares; 2025Q2: 68,630 shares; 2025Q3: 68,636 shares; 2025Q4: 69,496 shares; 2026Q1: 71,719 shares 71,719 $17.5M 1.45% +2,223 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: 141,283 shares; 2024Q4: 159,087 shares; 2025Q1: 185,818 shares; 2025Q2: 190,236 shares; 2025Q3: 209,780 shares; 2025Q4: 220,336 shares; 2026Q1: 231,983 shares 231,983 $17.1M 1.41% +11,647 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,202 shares; 2024Q4: 165,903 shares; 2025Q1: 233,078 shares; 2025Q2: 257,873 shares; 2025Q3: 244,319 shares; 2025Q4: 269,208 shares; 2026Q1: 345,682 shares 345,682 $16.4M 1.35% +76,474 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: 29,811 shares; 2024Q4: 30,991 shares; 2025Q1: 31,280 shares; 2025Q2: 32,815 shares; 2025Q3: 35,277 shares; 2025Q4: 36,624 shares; 2026Q1: 32,739 shares 32,739 $15.7M 1.29% -3,885 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: 42,326 shares; 2024Q4: 44,600 shares; 2025Q1: 44,267 shares; 2025Q2: 44,625 shares; 2025Q3: 44,839 shares; 2025Q4: 45,542 shares; 2026Q1: 47,451 shares 47,451 $15.5M 1.27% +1,909 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: 148,123 shares; 2024Q4: 151,698 shares; 2025Q1: 150,932 shares; 2025Q2: 152,715 shares; 2025Q3: 155,177 shares; 2025Q4: 156,929 shares; 2026Q1: 162,149 shares 162,149 $15.1M 1.24% +5,220 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: 112,610 shares; 2024Q4: 113,861 shares; 2025Q1: 115,751 shares; 2025Q2: 118,035 shares; 2025Q3: 118,910 shares; 2025Q4: 119,387 shares; 2026Q1: 122,534 shares 122,534 $14.7M 1.22% +3,147 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: 85,122 shares; 2024Q4: 85,904 shares; 2025Q1: 79,722 shares; 2025Q2: 79,633 shares; 2025Q3: 79,469 shares; 2025Q4: 80,011 shares; 2026Q1: 74,986 shares 74,986 $14.5M 1.19% -5,025 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: 119,813 shares; 2024Q4: 117,620 shares; 2025Q1: 109,168 shares; 2025Q2: 102,572 shares; 2025Q3: 97,688 shares; 2025Q4: 97,565 shares; 2026Q1: 94,834 shares 94,834 $14M 1.16% -2,731 Timeline TLT 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: 167,671 shares; 2024Q4: 152,989 shares; 2025Q1: 197,519 shares; 2025Q2: 186,099 shares; 2025Q3: 187,554 shares; 2025Q4: 142,791 shares; 2026Q1: 160,339 shares 160,339 $13.9M 1.15% +17,548 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: 38,749 shares; 2024Q4: 59,179 shares; 2025Q1: 101,355 shares; 2025Q2: 112,448 shares; 2025Q3: 123,390 shares; 2025Q4: 131,516 shares; 2026Q1: 149,744 shares 149,744 $13.6M 1.12% +18,228 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: 13,131 shares; 2025Q1: 13,192 shares; 2025Q2: 13,380 shares; 2025Q3: 13,474 shares; 2025Q4: 13,538 shares; 2026Q1: 13,891 shares 13,891 $13.4M 1.1% +353 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: 35,025 shares; 2024Q4: 34,853 shares; 2025Q1: 34,821 shares; 2025Q2: 35,182 shares; 2025Q3: 35,832 shares; 2025Q4: 36,308 shares; 2026Q1: 37,665 shares 37,665 $13.3M 1.09% +1,357 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: 8,004 shares; 2024Q4: 8,858 shares; 2025Q1: 8,941 shares; 2025Q2: 8,662 shares; 2025Q3: 8,714 shares; 2025Q4: 8,772 shares; 2026Q1: 9,633 shares 9,633 $12.7M 1.05% +861 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: 37,947 shares; 2024Q4: 39,113 shares; 2025Q1: 39,784 shares; 2025Q2: 40,681 shares; 2025Q3: 41,674 shares; 2025Q4: 41,025 shares; 2026Q1: 43,610 shares 43,610 $12.7M 1.04% +2,585 Timeline KNG 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: 183,067 shares; 2024Q4: 211,742 shares; 2025Q1: 252,328 shares; 2025Q2: 254,649 shares; 2025Q3: 260,586 shares; 2025Q4: 249,208 shares; 2026Q1: 259,911 shares 259,911 $12.7M 1.04% +10,703 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: 47,811 shares; 2024Q4: 48,802 shares; 2025Q1: 46,751 shares; 2025Q2: 45,353 shares; 2025Q3: 44,819 shares; 2025Q4: 42,041 shares; 2026Q1: 43,847 shares 43,847 $12.6M 1.04% +1,806 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: 35,243 shares; 2024Q4: 37,113 shares; 2025Q1: 35,960 shares; 2025Q2: 35,905 shares; 2025Q3: 35,747 shares; 2025Q4: 36,163 shares; 2026Q1: 37,193 shares 37,193 $12.2M 1.01% +1,030 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,713 shares; 2024Q4: 104,321 shares; 2025Q1: 119,994 shares; 2025Q2: 124,212 shares; 2025Q3: 132,643 shares; 2025Q4: 141,513 shares; 2026Q1: 153,922 shares 153,922 $12.1M 1% +12,409 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,756 shares; 2025Q2: 34,734 shares; 2025Q3: 34,755 shares; 2025Q4: 35,136 shares; 2026Q1: 34,803 shares 34,803 $12M 0.99% -333 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: 144,331 shares; 2024Q4: 145,333 shares; 2025Q1: 144,705 shares; 2025Q2: 144,595 shares; 2025Q3: 144,768 shares; 2025Q4: 146,072 shares; 2026Q1: 149,192 shares 149,192 $11.6M 0.95% +3,120 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: 13,183 shares; 2024Q4: 13,074 shares; 2025Q1: 12,869 shares; 2025Q2: 12,821 shares; 2025Q3: 12,185 shares; 2025Q4: 11,589 shares; 2026Q1: 11,608 shares 11,608 $11.6M 0.95% +19 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: 16,905 shares; 2024Q4: 17,314 shares; 2025Q1: 17,307 shares; 2025Q2: 17,469 shares; 2025Q3: 17,830 shares; 2025Q4: 18,089 shares; 2026Q1: 18,722 shares 18,722 $11.3M 0.93% +633 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,862 shares; 2024Q4: 108,654 shares; 2025Q1: 77,496 shares; 2025Q2: 73,062 shares; 2025Q3: 64,700 shares; 2025Q4: 64,963 shares; 2026Q1: 72,568 shares 72,568 $10.6M 0.88% +7,605 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: 102,665 shares; 2024Q4: 116,011 shares; 2025Q1: 115,847 shares; 2025Q2: 119,106 shares; 2025Q3: 130,481 shares; 2025Q4: 137,388 shares; 2026Q1: 143,825 shares 143,825 $9.71M 0.8% +6,437 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: 90,323 shares; 2024Q4: 110,901 shares; 2025Q1: 110,298 shares; 2025Q2: 111,323 shares; 2025Q3: 111,397 shares; 2025Q4: 114,012 shares; 2026Q1: 118,648 shares 118,648 $9.02M 0.74% +4,636 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: 26,590 shares; 2024Q4: 26,907 shares; 2025Q1: 26,620 shares; 2025Q2: 27,147 shares; 2025Q3: 27,561 shares; 2025Q4: 28,998 shares; 2026Q1: 29,851 shares 29,851 $9.02M 0.74% +853 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: 7,677 shares; 2024Q4: 8,131 shares; 2025Q1: 8,449 shares; 2025Q2: 8,772 shares; 2025Q3: 8,939 shares; 2025Q4: 9,781 shares; 2026Q1: 10,165 shares 10,165 $8.6M 0.71% +384 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: 43,163 shares; 2024Q4: 43,620 shares; 2025Q1: 39,109 shares; 2025Q2: 39,235 shares; 2025Q3: 39,630 shares; 2025Q4: 40,143 shares; 2026Q1: 42,194 shares 42,194 $8.57M 0.71% +2,051 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: 141,169 shares; 2024Q4: 146,376 shares; 2025Q1: 148,180 shares; 2025Q2: 150,040 shares; 2025Q3: 152,293 shares; 2025Q4: 158,017 shares; 2026Q1: 166,993 shares 166,993 $8.38M 0.69% +8,976 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: 51,633 shares; 2024Q4: 52,512 shares; 2025Q1: 53,634 shares; 2025Q2: 55,078 shares; 2025Q3: 52,307 shares; 2025Q4: 52,475 shares; 2026Q1: 51,058 shares 51,058 $8.15M 0.67% -1,417 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 32,337 shares; 2025Q1: 33,147 shares; 2025Q2: 33,974 shares; 2025Q3: 35,781 shares; 2025Q4: 37,108 shares; 2026Q1: 50,959 shares 50,959 $8.01M 0.66% +13,851 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: 16,673 shares; 2024Q4: 16,754 shares; 2025Q1: 16,755 shares; 2025Q2: 16,719 shares; 2025Q3: 15,232 shares; 2025Q4: 15,404 shares; 2026Q1: 15,883 shares 15,883 $7.94M 0.65% +479 Timeline SCHJ 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: 58,618 shares; 2024Q4: 151,814 shares; 2025Q1: 195,920 shares; 2025Q2: 232,966 shares; 2025Q3: 206,657 shares; 2025Q4: 342,171 shares; 2026Q1: 319,788 shares 319,788 $7.91M 0.65% -22,383 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: 42,166 shares; 2024Q4: 42,181 shares; 2025Q1: 38,531 shares; 2025Q2: 39,170 shares; 2025Q3: 36,607 shares; 2025Q4: 35,560 shares; 2026Q1: 36,164 shares 36,164 $7.87M 0.65% +604 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: 45,475 shares; 2024Q4: 47,197 shares; 2025Q1: 48,230 shares; 2025Q2: 49,602 shares; 2025Q3: 50,403 shares; 2025Q4: 49,974 shares; 2026Q1: 52,528 shares 52,528 $7.59M 0.63% +2,554 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: 38,829 shares; 2024Q4: 44,620 shares; 2025Q1: 45,511 shares; 2025Q2: 45,845 shares; 2025Q3: 53,326 shares; 2025Q4: 57,628 shares; 2026Q1: 59,238 shares 59,238 $7.36M 0.61% +1,610 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: 6,622 shares; 2024Q4: 7,037 shares; 2025Q1: 6,868 shares; 2025Q2: 5,487 shares; 2025Q3: 5,725 shares; 2025Q4: 5,751 shares; 2026Q1: 12,670 shares 12,670 $7.25M 0.6% +6,919 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: 24,744 shares; 2024Q4: 24,905 shares; 2025Q1: 25,178 shares; 2025Q2: 25,054 shares; 2025Q3: 25,297 shares; 2025Q4: 25,586 shares; 2026Q1: 26,466 shares 26,466 $7.21M 0.59% +880 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: 77,716 shares; 2024Q4: 77,198 shares; 2025Q1: 72,328 shares; 2025Q2: 70,568 shares; 2025Q3: 63,754 shares; 2025Q4: 60,004 shares; 2026Q1: 55,488 shares 55,488 $6.9M 0.57% -4,516 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: 30,068 shares; 2024Q4: 30,429 shares; 2025Q1: 30,403 shares; 2025Q2: 30,420 shares; 2025Q3: 30,837 shares; 2025Q4: 31,049 shares; 2026Q1: 32,577 shares 32,577 $6.46M 0.53% +1,528 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: 9,506 shares; 2024Q4: 10,007 shares; 2025Q1: 8,955 shares; 2025Q2: 9,076 shares; 2025Q3: 9,302 shares; 2025Q4: 9,395 shares; 2026Q1: 9,213 shares 9,213 $6.29M 0.52% -182 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: 116,317 shares; 2024Q4: 118,033 shares; 2025Q1: 118,044 shares; 2025Q2: 117,886 shares; 2025Q3: 118,159 shares; 2025Q4: 116,418 shares; 2026Q1: 120,583 shares 120,583 $6.27M 0.52% +4,165 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,717 shares; 2024Q4: 36,260 shares; 2025Q1: 37,592 shares; 2025Q2: 41,598 shares; 2025Q3: 42,100 shares; 2025Q4: 42,581 shares; 2026Q1: 43,895 shares 43,895 $5.99M 0.49% +1,314 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,855 shares; 2024Q4: 58,634 shares; 2025Q1: 58,517 shares; 2025Q2: 58,377 shares; 2025Q3: 59,410 shares; 2025Q4: 60,342 shares; 2026Q1: 66,065 shares 66,065 $5.92M 0.49% +5,723 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: 54,180 shares; 2024Q4: 55,009 shares; 2025Q1: 55,842 shares; 2025Q2: 59,284 shares; 2025Q3: 61,840 shares; 2025Q4: 62,732 shares; 2026Q1: 66,421 shares 66,421 $5.75M 0.47% +3,689 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: 42,742 shares; 2024Q4: 50,247 shares; 2025Q1: 50,420 shares; 2025Q2: 51,131 shares; 2025Q3: 51,645 shares; 2025Q4: 52,192 shares; 2026Q1: 56,848 shares 56,848 $5.48M 0.45% +4,656 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,437 shares; 2025Q3: 167,972 shares; 2025Q4: 186,038 shares; 2026Q1: 198,217 shares 198,217 $5.19M 0.43% +12,179 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: 14,507 shares; 2024Q4: 15,290 shares; 2025Q1: 15,472 shares; 2025Q2: 15,659 shares; 2025Q3: 15,659 shares; 2025Q4: 15,914 shares; 2026Q1: 16,643 shares 16,643 $5.17M 0.43% +729 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: 13,785 shares; 2024Q4: 13,832 shares; 2025Q1: 13,550 shares; 2025Q2: 13,828 shares; 2025Q3: 15,042 shares; 2025Q4: 16,352 shares; 2026Q1: 16,502 shares 16,502 $5.11M 0.42% +150 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,749 shares; 2025Q1: 6,087 shares; 2025Q2: 6,371 shares; 2025Q3: 6,514 shares; 2025Q4: 6,600 shares; 2026Q1: 6,865 shares 6,865 $5M 0.41% +265 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,040 shares; 2024Q4: 434,490 shares; 2025Q1: 416,183 shares; 2025Q2: 384,965 shares; 2025Q3: 222,387 shares; 2025Q4: 206,599 shares; 2026Q1: 201,665 shares 201,665 $5M 0.41% -4,934 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 164,562 shares; 2025Q4: 194,553 shares; 2026Q1: 233,356 shares 233,356 $4.98M 0.41% +38,803 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 10,220 shares; 2025Q2: 10,252 shares; 2025Q3: 10,393 shares; 2025Q4: 10,654 shares; 2026Q1: 12,364 shares 12,364 $4.9M 0.4% +1,710 Timeline JPST 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: 91,400 shares; 2024Q4: 91,400 shares; 2025Q1: 91,400 shares; 2025Q2: 91,400 shares; 2025Q3: 91,320 shares; 2025Q4: 91,320 shares; 2026Q1: 91,320 shares 91,320 $4.62M 0.38% 0 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,251 shares; 2025Q3: 36,755 shares; 2025Q4: 44,733 shares; 2026Q1: 47,029 shares 47,029 $4.34M 0.36% +2,296 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,275 shares; 2025Q1: 3,000 shares; 2025Q2: 2,800 shares; 2025Q3: 4,397 shares; 2025Q4: 4,403 shares; 2026Q1: 4,378 shares 4,378 $4.03M 0.33% -25 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: 40,352 shares; 2024Q4: 40,814 shares; 2025Q1: 40,684 shares; 2025Q2: 40,259 shares; 2025Q3: 40,110 shares; 2025Q4: 39,518 shares; 2026Q1: 39,196 shares 39,196 $4.02M 0.33% -322 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: 6,148 shares; 2024Q4: 6,672 shares; 2025Q1: 7,021 shares; 2025Q2: 7,505 shares; 2025Q3: 7,523 shares; 2025Q4: 7,492 shares; 2026Q1: 8,093 shares 8,093 $3.98M 0.33% +601 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: 18,724 shares; 2024Q4: 21,313 shares; 2025Q1: 21,511 shares; 2025Q2: 18,886 shares; 2025Q3: 19,064 shares; 2025Q4: 19,366 shares; 2026Q1: 20,405 shares 20,405 $3.96M 0.33% +1,039 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: 26,646 shares; 2024Q4: 27,930 shares; 2025Q1: 27,217 shares; 2025Q2: 27,318 shares; 2025Q3: 24,978 shares; 2025Q4: 25,301 shares; 2026Q1: 23,170 shares 23,170 $3.93M 0.32% -2,131 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: 4,601 shares; 2024Q4: 4,984 shares; 2025Q1: 4,556 shares; 2025Q2: 4,785 shares; 2025Q3: 6,780 shares; 2025Q4: 6,977 shares; 2026Q1: 7,217 shares 7,217 $3.88M 0.32% +240 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: 11,184 shares; 2024Q4: 12,492 shares; 2025Q1: 13,264 shares; 2025Q2: 14,192 shares; 2025Q3: 14,928 shares; 2025Q4: 14,913 shares; 2026Q1: 15,674 shares 15,674 $3.8M 0.31% +761 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,460 shares; 2024Q4: 72,521 shares; 2025Q1: 66,291 shares; 2025Q2: 66,490 shares; 2025Q3: 68,817 shares; 2025Q4: 68,395 shares; 2026Q1: 67,880 shares 67,880 $3.77M 0.31% -515 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 12,246 shares; 2025Q1: 13,223 shares; 2025Q2: 14,092 shares; 2025Q3: 15,100 shares; 2025Q4: 15,081 shares; 2026Q1: 16,384 shares 16,384 $3.68M 0.3% +1,303 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: 68,594 shares; 2024Q4: 5,539 shares; 2025Q1: 6,046 shares; 2025Q2: 6,244 shares; 2025Q3: 6,197 shares; 2025Q4: 5,780 shares; 2026Q1: 6,229 shares 6,229 $3.6M 0.3% +449 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: 25,357 shares; 2024Q4: 26,191 shares; 2025Q1: 28,125 shares; 2025Q2: 29,505 shares; 2025Q3: 29,744 shares; 2025Q4: 26,978 shares; 2026Q1: 29,678 shares 29,678 $3.51M 0.29% +2,700 Timeline FVR FRONTVIEW REIT INC More: the full row for FRONTVIEW REIT 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: 246,945 shares; 2026Q1: 217,445 shares 217,445 $3.36M 0.28% -29,500 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: 4,873 shares; 2024Q4: 4,997 shares; 2025Q1: 4,913 shares; 2025Q2: 4,933 shares; 2025Q3: 7,833 shares; 2025Q4: 8,023 shares; 2026Q1: 7,655 shares 7,655 $3.29M 0.27% -368 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: 32,765 shares; 2024Q4: 32,656 shares; 2025Q1: 34,269 shares; 2025Q2: 34,991 shares; 2025Q3: 34,385 shares; 2025Q4: 32,872 shares; 2026Q1: 34,038 shares 34,038 $3.28M 0.27% +1,166 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,140 shares; 2024Q4: 43,276 shares; 2025Q1: 43,211 shares; 2025Q2: 43,160 shares; 2025Q3: 44,039 shares; 2025Q4: 46,388 shares; 2026Q1: 46,029 shares 46,029 $3.21M 0.26% -359 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: 9,517 shares; 2024Q4: 11,617 shares; 2025Q1: 12,562 shares; 2025Q2: 12,991 shares; 2025Q3: 13,729 shares; 2025Q4: 14,728 shares; 2026Q1: 16,079 shares 16,079 $3.09M 0.25% +1,351 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: 10,799 shares; 2024Q4: 11,001 shares; 2025Q1: 10,536 shares; 2025Q2: 10,601 shares; 2025Q3: 10,734 shares; 2025Q4: 10,905 shares; 2026Q1: 11,952 shares 11,952 $2.9M 0.24% +1,047 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: 49,333 shares; 2024Q4: 47,017 shares; 2025Q1: 40,884 shares; 2025Q2: 35,322 shares; 2025Q3: 34,470 shares; 2025Q4: 34,648 shares; 2026Q1: 29,825 shares 29,825 $2.9M 0.24% -4,823 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: 74,861 shares; 2024Q4: 21,257 shares; 2025Q1: 16,668 shares; 2025Q2: 15,034 shares; 2025Q3: 14,781 shares; 2025Q4: 14,256 shares; 2026Q1: 14,139 shares 14,139 $2.77M 0.23% -117 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,226 shares; 2024Q4: 217,066 shares; 2025Q1: 201,924 shares; 2025Q2: 171,253 shares; 2025Q3: 170,548 shares; 2025Q4: 163,644 shares; 2026Q1: 153,204 shares 153,204 $2.76M 0.23% -10,440 Timeline IGLB 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: 152,090 shares; 2024Q4: 147,855 shares; 2025Q1: 141,786 shares; 2025Q2: 123,819 shares; 2025Q3: 65,770 shares; 2025Q4: 62,439 shares; 2026Q1: 55,130 shares 55,130 $2.74M 0.23% -7,309 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,501 shares; 2024Q4: 13,623 shares; 2025Q1: 13,623 shares; 2025Q2: 13,183 shares; 2025Q3: 13,183 shares; 2025Q4: 13,183 shares; 2026Q1: 12,914 shares 12,914 $2.67M 0.22% -269 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: 13,836 shares; 2024Q4: 21,064 shares; 2025Q1: 21,689 shares; 2025Q2: 22,056 shares; 2025Q3: 22,627 shares; 2025Q4: 22,801 shares; 2026Q1: 20,056 shares 20,056 $2.65M 0.22% -2,745 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: 6,868 shares; 2024Q4: 7,070 shares; 2025Q1: 7,146 shares; 2025Q2: 7,537 shares; 2025Q3: 7,769 shares; 2025Q4: 8,118 shares; 2026Q1: 8,858 shares 8,858 $2.62M 0.22% +740 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,693 shares; 2024Q4: 62,762 shares; 2025Q1: 57,474 shares; 2025Q2: 57,605 shares; 2025Q3: 61,731 shares; 2025Q4: 61,526 shares; 2026Q1: 45,350 shares 45,350 $2.57M 0.21% -16,176 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,454 shares; 2024Q4: 17,389 shares; 2025Q1: 18,238 shares; 2025Q2: 18,964 shares; 2025Q3: 19,416 shares; 2025Q4: 19,933 shares; 2026Q1: 21,868 shares 21,868 $2.48M 0.2% +1,935 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,941 shares; 2024Q4: 12,989 shares; 2025Q1: 13,214 shares; 2025Q2: 13,252 shares; 2025Q3: 48,314 shares; 2025Q4: 49,459 shares; 2026Q1: 49,482 shares 49,482 $2.47M 0.2% +23 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: 4,248 shares; 2024Q4: 4,382 shares; 2025Q1: 4,215 shares; 2025Q2: 4,392 shares; 2025Q3: 4,303 shares; 2025Q4: 4,499 shares; 2026Q1: 4,910 shares 4,910 $2.43M 0.2% +411 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: 7,043 shares; 2024Q4: 7,283 shares; 2025Q1: 7,377 shares; 2025Q2: 7,783 shares; 2025Q3: 7,948 shares; 2025Q4: 8,305 shares; 2026Q1: 9,162 shares 9,162 $2.38M 0.2% +857 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 8,458 shares; 2025Q1: 9,129 shares; 2025Q2: 9,832 shares; 2025Q3: 10,673 shares; 2025Q4: 8,978 shares; 2026Q1: 10,863 shares 10,863 $2.27M 0.19% +1,885 Timeline FLOT 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: 22,185 shares; 2024Q4: 24,585 shares; 2025Q1: 27,360 shares; 2025Q2: 28,710 shares; 2025Q3: 29,210 shares; 2025Q4: 39,440 shares; 2026Q1: 42,195 shares 42,195 $2.15M 0.18% +2,755 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,241 shares; 2025Q1: 3,242 shares; 2025Q2: 3,114 shares; 2025Q3: 3,114 shares; 2025Q4: 3,285 shares; 2026Q1: 3,283 shares 3,283 $2.15M 0.18% -2 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: 7,611 shares; 2024Q4: 6,821 shares; 2025Q1: 5,541 shares; 2025Q2: 5,491 shares; 2025Q3: 5,491 shares; 2025Q4: 5,481 shares; 2026Q1: 5,485 shares 5,485 $2.14M 0.18% +4 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: 5,362 shares; 2024Q4: 5,519 shares; 2025Q1: 5,542 shares; 2025Q2: 5,801 shares; 2025Q3: 5,994 shares; 2025Q4: 6,286 shares; 2026Q1: 7,232 shares 7,232 $2.11M 0.17% +946 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,443 shares; 2025Q3: 63,774 shares; 2025Q4: 63,774 shares; 2026Q1: 63,774 shares 63,774 $2.09M 0.17% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,124 shares; 2024Q4: 111,924 shares; 2025Q1: 111,924 shares; 2025Q2: 111,924 shares; 2025Q3: 111,924 shares; 2025Q4: 109,124 shares; 2026Q1: 104,119 shares 104,119 $2.09M 0.17% -5,005 Timeline IGSB 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: 14,145 shares; 2024Q4: 14,545 shares; 2025Q1: 18,995 shares; 2025Q2: 19,895 shares; 2025Q3: 21,895 shares; 2025Q4: 27,195 shares; 2026Q1: 39,610 shares 39,610 $2.08M 0.17% +12,415 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 3,062 shares; 2025Q1: 3,181 shares; 2025Q2: 6,671 shares; 2025Q3: 8,191 shares; 2025Q4: 10,861 shares; 2026Q1: 10,024 shares 10,024 $2.07M 0.17% -837 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 10,604 shares; 2025Q1: 11,561 shares; 2025Q2: 12,618 shares; 2025Q3: 13,260 shares; 2025Q4: 12,897 shares; 2026Q1: 16,765 shares 16,765 $2.03M 0.17% +3,868 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: 6,648 shares; 2024Q4: 7,248 shares; 2025Q1: 7,895 shares; 2025Q2: 8,438 shares; 2025Q3: 8,778 shares; 2025Q4: 7,519 shares; 2026Q1: 8,302 shares 8,302 $2.02M 0.17% +783 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: 6,326 shares; 2024Q4: 6,296 shares; 2025Q1: 6,212 shares; 2025Q2: 6,206 shares; 2025Q3: 6,166 shares; 2025Q4: 6,267 shares; 2026Q1: 7,782 shares 7,782 $1.93M 0.16% +1,515 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: 13,324 shares; 2024Q4: 12,874 shares; 2025Q1: 25,441 shares; 2025Q2: 25,156 shares; 2025Q3: 25,311 shares; 2025Q4: 22,511 shares; 2026Q1: 21,438 shares 21,438 $1.89M 0.16% -1,073 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,704 shares; 2024Q4: 42,711 shares; 2025Q1: 42,053 shares; 2025Q2: 42,053 shares; 2025Q3: 39,553 shares; 2025Q4: 40,203 shares; 2026Q1: 39,193 shares 39,193 $1.81M 0.15% -1,010 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: 3,907 shares; 2024Q4: 4,602 shares; 2025Q1: 8,532 shares; 2025Q2: 18,332 shares; 2025Q3: 18,180 shares; 2025Q4: 18,180 shares; 2026Q1: 15,732 shares 15,732 $1.78M 0.15% -2,448 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: 14,126 shares; 2024Q4: 14,110 shares; 2025Q1: 10,609 shares; 2025Q2: 10,342 shares; 2025Q3: 10,535 shares; 2025Q4: 10,411 shares; 2026Q1: 8,206 shares 8,206 $1.78M 0.15% -2,205 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,415 shares; 2024Q4: 78,434 shares; 2025Q1: 81,350 shares; 2025Q2: 86,580 shares; 2025Q3: 89,077 shares; 2025Q4: 91,927 shares; 2026Q1: 103,100 shares 103,100 $1.77M 0.15% +11,173 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: 16,244 shares; 2024Q4: 15,584 shares; 2025Q1: 15,985 shares; 2025Q2: 16,035 shares; 2025Q3: 16,035 shares; 2025Q4: 16,260 shares; 2026Q1: 15,688 shares 15,688 $1.77M 0.15% -572 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: 22,635 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,885 shares; 2025Q4: 2,885 shares; 2026Q1: 2,875 shares 2,875 $1.77M 0.15% -10 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: 14,960 shares; 2024Q4: 15,185 shares; 2025Q1: 15,185 shares; 2025Q2: 15,185 shares; 2025Q3: 15,170 shares; 2025Q4: 15,145 shares; 2026Q1: 15,710 shares 15,710 $1.68M 0.14% +565 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,432 shares; 2024Q4: 39,396 shares; 2025Q1: 37,573 shares; 2025Q2: 30,580 shares; 2025Q3: 30,948 shares; 2025Q4: 31,098 shares; 2026Q1: 19,738 shares 19,738 $1.64M 0.13% -11,360 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: 5,880 shares; 2024Q4: 6,005 shares; 2025Q1: 5,920 shares; 2025Q2: 5,910 shares; 2025Q3: 5,910 shares; 2025Q4: 5,830 shares; 2026Q1: 6,033 shares 6,033 $1.6M 0.13% +203 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: 20,545 shares; 2024Q4: 18,370 shares; 2025Q1: 16,670 shares; 2025Q2: 17,765 shares; 2025Q3: 15,115 shares; 2025Q4: 16,245 shares; 2026Q1: 15,995 shares 15,995 $1.59M 0.13% -250 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: 1,503 shares; 2024Q4: 1,758 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,959 shares; 2025Q4: 1,985 shares; 2026Q1: 1,761 shares 1,761 $1.58M 0.13% -224 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: 4,147 shares; 2024Q4: 4,272 shares; 2025Q1: 4,272 shares; 2025Q2: 4,262 shares; 2025Q3: 4,222 shares; 2025Q4: 4,217 shares; 2026Q1: 4,522 shares 4,522 $1.55M 0.13% +305 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: 10,945 shares; 2024Q4: 11,210 shares; 2025Q1: 11,135 shares; 2025Q2: 11,125 shares; 2025Q3: 11,125 shares; 2025Q4: 11,125 shares; 2026Q1: 11,805 shares 11,805 $1.55M 0.13% +680 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: 4,454 shares; 2024Q4: 4,630 shares; 2025Q1: 4,661 shares; 2025Q2: 4,662 shares; 2025Q3: 4,609 shares; 2025Q4: 4,367 shares; 2026Q1: 4,260 shares 4,260 $1.52M 0.13% -107 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 22,710 shares; 2025Q1: 23,320 shares; 2025Q2: 25,961 shares; 2025Q3: 27,131 shares; 2025Q4: 29,076 shares; 2026Q1: 33,030 shares 33,030 $1.52M 0.13% +3,954 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,335 shares; 2024Q4: 17,735 shares; 2025Q1: 17,005 shares; 2025Q2: 16,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,905 shares; 2026Q1: 13,730 shares 13,730 $1.51M 0.12% +825 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: 4,038 shares; 2024Q4: 4,176 shares; 2025Q1: 3,791 shares; 2025Q2: 3,407 shares; 2025Q3: 3,407 shares; 2025Q4: 3,385 shares; 2026Q1: 3,241 shares 3,241 $1.49M 0.12% -144 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,655 shares; 2025Q1: 5,270 shares; 2025Q2: 5,415 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares; 2026Q1: 8,280 shares 8,280 $1.49M 0.12% +660 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 7,724 shares; 2025Q1: 8,534 shares; 2025Q2: 9,041 shares; 2025Q3: 8,771 shares; 2025Q4: 8,181 shares; 2026Q1: 13,770 shares 13,770 $1.46M 0.12% +5,589 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: 15,510 shares; 2024Q4: 15,252 shares; 2025Q1: 15,242 shares; 2025Q2: 15,142 shares; 2025Q3: 15,042 shares; 2025Q4: 15,042 shares; 2026Q1: 14,942 shares 14,942 $1.45M 0.12% -100 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,723 shares; 2024Q4: 18,038 shares; 2025Q1: 16,759 shares; 2025Q2: 16,727 shares; 2025Q3: 16,174 shares; 2025Q4: 16,064 shares; 2026Q1: 12,153 shares 12,153 $1.44M 0.12% -3,911 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,044 shares; 2025Q3: 5,249 shares; 2025Q4: 5,249 shares; 2026Q1: 5,249 shares 5,249 $1.43M 0.12% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 2,897 shares; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,505 shares 2,505 $1.41M 0.12% +208 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: 8,020 shares; 2024Q4: 8,195 shares; 2025Q1: 7,870 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 7,845 shares; 2026Q1: 8,345 shares 8,345 $1.41M 0.12% +500 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 7,655 shares; 2025Q1: 7,105 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares; 2025Q4: 7,140 shares; 2026Q1: 7,525 shares 7,525 $1.39M 0.11% +385 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: 7,074 shares; 2024Q4: 8,855 shares; 2025Q1: 10,083 shares; 2025Q2: 9,320 shares; 2025Q3: 9,441 shares; 2025Q4: 9,139 shares; 2026Q1: 9,156 shares 9,156 $1.34M 0.11% +17 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: 4,500 shares; 2026Q1: 4,500 shares 4,500 $1.33M 0.11% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,123 shares; 2024Q4: 17,767 shares; 2025Q1: 19,153 shares; 2025Q2: 21,054 shares; 2025Q3: 21,301 shares; 2025Q4: 22,521 shares; 2026Q1: 24,167 shares 24,167 $1.31M 0.11% +1,646 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,055 shares; 2025Q1: 103,052 shares; 2025Q2: 153,024 shares; 2025Q3: 149,973 shares; 2025Q4: 94,644 shares; 2026Q1: 94,644 shares 94,644 $1.3M 0.11% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,460 shares; 2024Q4: 8,710 shares; 2025Q1: 8,680 shares; 2025Q2: 8,655 shares; 2025Q3: 7,655 shares; 2025Q4: 7,655 shares; 2026Q1: 8,125 shares 8,125 $1.28M 0.11% +470 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: 8,090 shares; 2024Q4: 8,340 shares; 2025Q1: 8,340 shares; 2025Q2: 8,340 shares; 2025Q3: 8,340 shares; 2025Q4: 8,340 shares; 2026Q1: 8,865 shares 8,865 $1.27M 0.1% +525 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,770 shares; 2025Q1: 5,720 shares; 2025Q2: 5,705 shares; 2025Q3: 5,695 shares; 2025Q4: 5,695 shares; 2026Q1: 6,045 shares 6,045 $1.26M 0.1% +350 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,546 shares; 2024Q4: 29,417 shares; 2025Q1: 35,041 shares; 2025Q2: 37,607 shares; 2025Q3: 38,529 shares; 2025Q4: 32,226 shares; 2026Q1: 30,765 shares 30,765 $1.24M 0.1% -1,461 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,231 shares; 2024Q4: 12,656 shares; 2025Q1: 12,606 shares; 2025Q2: 25,212 shares; 2025Q3: 24,297 shares; 2025Q4: 24,297 shares; 2026Q1: 25,347 shares 25,347 $1.18M 0.1% +1,050 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: 4,525 shares; 2024Q4: 6,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,524 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $1.17M 0.1% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,583 shares; 2025Q1: 7,747 shares; 2025Q2: 7,228 shares; 2025Q3: 5,654 shares; 2025Q4: 5,125 shares; 2026Q1: 4,294 shares 4,294 $1.16M 0.1% -831 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,410 shares; 2026Q1: 6,925 shares 6,925 $1.15M 0.09% +515 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,427 shares; 2024Q4: 33,427 shares; 2025Q1: 29,427 shares; 2025Q2: 29,427 shares; 2025Q3: 29,302 shares; 2025Q4: 29,302 shares; 2026Q1: 29,302 shares 29,302 $1.15M 0.09% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,436 shares; 2024Q4: 55,436 shares; 2025Q1: 55,436 shares; 2025Q2: 55,436 shares; 2025Q3: 55,436 shares; 2025Q4: 55,436 shares; 2026Q1: 58,373 shares 58,373 $1.14M 0.09% +2,937 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,089 shares; 2025Q1: 2,187 shares; 2025Q2: 2,402 shares; 2025Q3: 2,542 shares; 2025Q4: 2,641 shares; 2026Q1: 3,094 shares 3,094 $1.13M 0.09% +453 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,066 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 40,000 shares; 2025Q4: 65,000 shares; 2026Q1: 65,000 shares 65,000 $1.13M 0.09% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 10,000 shares; 2025Q3: 10,200 shares; 2025Q4: 12,242 shares; 2026Q1: 10,842 shares 10,842 $1.12M 0.09% -1,400 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: 4,674 shares; 2024Q4: 4,810 shares; 2025Q1: 4,510 shares; 2025Q2: 4,403 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,626 shares 4,626 $1.09M 0.09% +238 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 72,657 shares; 2026Q1: 65,651 shares 65,651 $1.09M 0.09% -7,006 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 12,792 shares; 2025Q1: 13,745 shares; 2025Q2: 16,786 shares; 2025Q3: 18,453 shares; 2025Q4: 20,298 shares; 2026Q1: 24,478 shares 24,478 $1.02M 0.08% +4,180 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 5,422 shares; 2025Q1: 5,135 shares; 2025Q2: 6,081 shares; 2025Q3: 6,088 shares; 2025Q4: 6,198 shares; 2026Q1: 6,125 shares 6,125 $1.01M 0.08% -73 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,875 shares; 2025Q1: 12,875 shares; 2025Q2: 12,875 shares; 2025Q3: 12,875 shares; 2025Q4: 12,875 shares; 2026Q1: 13,610 shares 13,610 $989K 0.08% +735 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: 10,498 shares; 2024Q4: 10,873 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares; 2025Q3: 10,855 shares; 2025Q4: 10,805 shares; 2026Q1: 11,520 shares 11,520 $982K 0.08% +715 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,201 shares; 2025Q1: 2,987 shares; 2025Q2: 2,982 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 3,050 shares 3,050 $978K 0.08% +143 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: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $969K 0.08% 0 Timeline Pentair Inc Pentair Inc More: the full row for Pentair Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,010 shares; 2024Q4: 10,410 shares; 2025Q1: 10,285 shares; 2025Q2: 10,260 shares; 2025Q3: 10,235 shares; 2025Q4: 10,235 shares; 2026Q1: 10,990 shares 10,990 $957K 0.08% +755 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: 1,825 shares; 2024Q4: 1,885 shares; 2025Q1: 1,590 shares; 2025Q2: 1,580 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 2,602 shares 2,602 $921K 0.08% +1,005 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 7,404 shares; 2025Q1: 7,255 shares; 2025Q2: 6,928 shares; 2025Q3: 6,917 shares; 2025Q4: 6,891 shares; 2026Q1: 6,246 shares 6,246 $919K 0.08% -645 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,900 shares 4,900 $918K 0.08% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 2,307 shares; 2025Q1: 1,838 shares; 2025Q2: 2,094 shares; 2025Q3: 2,164 shares; 2025Q4: 2,171 shares; 2026Q1: 2,411 shares 2,411 $896K 0.07% +240 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,016 shares; 2024Q4: 30,588 shares; 2025Q1: 28,623 shares; 2025Q2: 22,208 shares; 2025Q3: 15,158 shares; 2025Q4: 14,240 shares; 2026Q1: 14,240 shares 14,240 $891K 0.07% 0 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: 12,190 shares; 2024Q4: 12,615 shares; 2025Q1: 12,615 shares; 2025Q2: 12,615 shares; 2025Q3: 12,565 shares; 2025Q4: 12,565 shares; 2026Q1: 13,490 shares 13,490 $890K 0.07% +925 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,500 shares; 2025Q1: 5,105 shares; 2025Q2: 5,080 shares; 2025Q3: 5,015 shares; 2025Q4: 5,015 shares; 2026Q1: 5,240 shares 5,240 $886K 0.07% +225 Timeline SPHQ 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: 18,187 shares; 2024Q4: 13,443 shares; 2025Q1: 12,914 shares; 2025Q2: 12,237 shares; 2025Q3: 11,631 shares; 2025Q4: 11,651 shares; 2026Q1: 11,651 shares 11,651 $876K 0.07% 0 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: 6,525 shares; 2024Q4: 7,080 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,080 shares; 2026Q1: 7,305 shares 7,305 $867K 0.07% +225 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: 2,154 shares; 2024Q4: 2,219 shares; 2025Q1: 1,880 shares; 2025Q2: 1,875 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 2,010 shares 2,010 $855K 0.07% +118 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 5,219 shares; 2025Q2: 5,621 shares; 2025Q3: 7,149 shares; 2025Q4: 9,649 shares; 2026Q1: 9,552 shares 9,552 $847K 0.07% -97 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,020 shares; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,370 shares; 2025Q3: 10,370 shares; 2025Q4: 10,835 shares; 2026Q1: 11,810 shares 11,810 $842K 0.07% +975 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: 20,661 shares; 2025Q1: 18,501 shares; 2025Q2: 17,474 shares; 2025Q3: 17,239 shares; 2025Q4: 17,139 shares; 2026Q1: 16,141 shares 16,141 $820K 0.07% -998 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,400 shares; 2024Q4: 15,750 shares; 2025Q1: 13,525 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,475 shares; 2026Q1: 12,535 shares 12,535 $817K 0.07% -940 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: 7,435 shares; 2024Q4: 7,685 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares; 2025Q3: 8,160 shares; 2025Q4: 7,575 shares; 2026Q1: 9,020 shares 9,020 $813K 0.07% +1,445 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,806 shares; 2025Q2: 10,806 shares; 2025Q3: 10,781 shares; 2025Q4: 10,781 shares; 2026Q1: 11,496 shares 11,496 $796K 0.07% +715 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,145 shares; 2025Q3: 8,095 shares; 2025Q4: 7,870 shares; 2026Q1: 8,425 shares 8,425 $786K 0.06% +555 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,050 shares; 2025Q1: 5,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,351 shares; 2026Q1: 8,209 shares 8,209 $771K 0.06% +858 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: 2,272 shares; 2024Q4: 2,318 shares; 2025Q1: 2,319 shares; 2025Q2: 2,118 shares; 2025Q3: 1,214 shares; 2025Q4: 1,204 shares; 2026Q1: 1,265 shares 1,265 $756K 0.06% +61 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: 5,755 shares; 2024Q4: 5,955 shares; 2025Q1: 5,955 shares; 2025Q2: 5,940 shares; 2025Q3: 6,530 shares; 2025Q4: 6,530 shares; 2026Q1: 7,125 shares 7,125 $753K 0.06% +595 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares; 2026Q1: 2,820 shares 2,820 $750K 0.06% +245 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: 1,883 shares; 2024Q4: 2,228 shares; 2025Q1: 1,963 shares; 2025Q2: 1,947 shares; 2025Q3: 1,942 shares; 2025Q4: 3,800 shares; 2026Q1: 5,599 shares 5,599 $744K 0.06% +1,799 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: 10,827 shares; 2024Q4: 11,305 shares; 2025Q1: 11,776 shares; 2025Q2: 13,584 shares; 2025Q3: 14,632 shares; 2025Q4: 15,806 shares; 2026Q1: 19,550 shares 19,550 $728K 0.06% +3,744 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 8,147 shares; 2025Q1: 7,397 shares; 2025Q2: 7,347 shares; 2025Q3: 10,317 shares; 2025Q4: 9,417 shares; 2026Q1: 10,187 shares 10,187 $724K 0.06% +770 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 10,585 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 10,985 shares; 2026Q1: 11,675 shares 11,675 $714K 0.06% +690 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: 4,033 shares; 2024Q4: 3,915 shares; 2025Q1: 4,815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,190 shares; 2026Q1: 11,703 shares 11,703 $710K 0.06% -487 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 24,076 shares; 2025Q1: 27,426 shares; 2025Q2: 27,426 shares; 2025Q3: 27,726 shares; 2025Q4: 27,476 shares; 2026Q1: 29,676 shares 29,676 $701K 0.06% +2,200 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 3,946 shares; 2025Q3: 4,016 shares; 2025Q4: 3,751 shares; 2026Q1: 4,066 shares 4,066 $696K 0.06% +315 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: 2,343 shares; 2024Q4: 2,343 shares; 2025Q1: 2,344 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,869 shares 1,869 $693K 0.06% +1 Timeline SPTM 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: 8,805 shares; 2024Q4: 8,805 shares; 2025Q1: 8,805 shares; 2025Q2: 8,805 shares; 2025Q3: 8,805 shares; 2025Q4: 8,805 shares; 2026Q1: 8,699 shares 8,699 $688K 0.06% -106 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,995 shares; 2025Q3: 5,995 shares; 2025Q4: 5,995 shares; 2026Q1: 6,405 shares 6,405 $680K 0.06% +410 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: 13,425 shares; 2024Q4: 14,500 shares; 2025Q1: 14,262 shares; 2025Q2: 14,344 shares; 2025Q3: 13,865 shares; 2025Q4: 14,151 shares; 2026Q1: 13,937 shares 13,937 $679K 0.06% -214 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,090 shares; 2025Q1: 2,505 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,465 shares; 2026Q1: 2,660 shares 2,660 $667K 0.05% +195 Timeline ACWX 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: 7,673 shares; 2024Q4: 7,673 shares; 2025Q1: 7,773 shares; 2025Q2: 7,773 shares; 2025Q3: 7,843 shares; 2025Q4: 7,865 shares; 2026Q1: 9,601 shares 9,601 $657K 0.05% +1,736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,447 shares 6,447 $648K 0.05% new 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: 5,985 shares; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: 1,807 shares; 2025Q3: 1,892 shares; 2025Q4: 1,936 shares; 2026Q1: 1,900 shares 1,900 $642K 0.05% -36 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: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: 10,110 shares; 2025Q3: 11,330 shares; 2025Q4: not reported; 2026Q1: 9,314 shares 9,314 $635K 0.05% new Timeline PSLV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares; 2026Q1: 25,942 shares 25,942 $633K 0.05% -19,058 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,840 shares; 2026Q1: 5,490 shares 5,490 $598K 0.05% -350 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,931 shares; 2024Q4: 11,215 shares; 2025Q1: 11,215 shares; 2025Q2: 11,215 shares; 2025Q3: 11,215 shares; 2025Q4: 11,140 shares; 2026Q1: 11,790 shares 11,790 $595K 0.05% +650 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $594K 0.05% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,345 shares; 2025Q1: 2,310 shares; 2025Q2: 2,300 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,415 shares 2,415 $584K 0.05% +140 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,308 shares; 2024Q4: 4,308 shares; 2025Q1: 6,308 shares; 2025Q2: not reported; 2025Q3: 6,151 shares; 2025Q4: 5,192 shares; 2026Q1: 10,274 shares 10,274 $573K 0.05% +5,082 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: 475 shares; 2024Q4: 620 shares; 2025Q1: 590 shares; 2025Q2: 610 shares; 2025Q3: 810 shares; 2025Q4: 13,484 shares; 2026Q1: 5,960 shares 5,960 $573K 0.05% -7,524 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,167 shares 7,167 $571K 0.05% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $570K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares; 2025Q4: 5,080 shares; 2026Q1: 5,475 shares 5,475 $567K 0.05% +395 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 13,325 shares 13,325 $530K 0.04% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,544 shares; 2025Q1: 5,544 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,544 shares; 2026Q1: 5,544 shares 5,544 $517K 0.04% 0 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: 2,001 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,703 shares; 2026Q1: 1,703 shares 1,703 $515K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,492 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: 2,643 shares; 2025Q4: 2,896 shares; 2026Q1: 2,576 shares 2,576 $513K 0.04% -320 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,685 shares; 2024Q4: 28,685 shares; 2025Q1: 28,685 shares; 2025Q2: 28,685 shares; 2025Q3: 28,685 shares; 2025Q4: 26,935 shares; 2026Q1: 28,860 shares 28,860 $498K 0.04% +1,925 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,700 shares 16,700 $496K 0.04% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 14,570 shares; 2025Q1: 14,570 shares; 2025Q2: 14,570 shares; 2025Q3: 14,570 shares; 2025Q4: 11,220 shares; 2026Q1: 10,980 shares 10,980 $490K 0.04% -240 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,358 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 1,511 shares; 2026Q1: 1,473 shares 1,473 $482K 0.04% -38 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,785 shares; 2026Q1: 1,900 shares 1,900 $477K 0.04% +115 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: 9,798 shares; 2024Q4: 9,123 shares; 2025Q1: 11,273 shares; 2025Q2: 11,130 shares; 2025Q3: 11,280 shares; 2025Q4: 11,155 shares; 2026Q1: 17,750 shares 17,750 $469K 0.04% +6,595 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: 21,541 shares; 2024Q4: 6,300 shares; 2025Q1: 5,910 shares; 2025Q2: 5,790 shares; 2025Q3: 3,420 shares; 2025Q4: 2,980 shares; 2026Q1: 2,680 shares 2,680 $453K 0.04% -300 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 3,750 shares 3,750 $450K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,710 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,364 shares; 2025Q4: 8,704 shares; 2026Q1: 7,204 shares 7,204 $441K 0.04% -1,500 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 3,320 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,550 shares 4,550 $439K 0.04% +495 Timeline IJJ 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: 3,162 shares; 2024Q4: 3,164 shares; 2025Q1: 3,165 shares; 2025Q2: 3,167 shares; 2025Q3: 3,168 shares; 2025Q4: 3,221 shares; 2026Q1: 3,222 shares 3,222 $427K 0.04% +1 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,690 shares; 2025Q1: 11,690 shares; 2025Q2: 9,880 shares; 2025Q3: 5,905 shares; 2025Q4: 6,941 shares; 2026Q1: 6,191 shares 6,191 $426K 0.04% -750 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: 4,088 shares; 2024Q4: 4,338 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 3,922 shares; 2025Q4: 3,997 shares; 2026Q1: 3,688 shares 3,688 $424K 0.03% -309 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: 2,303 shares; 2024Q4: 2,399 shares; 2025Q1: 2,280 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 1,985 shares; 2026Q1: 1,845 shares 1,845 $424K 0.03% -140 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,901 shares; 2025Q1: 5,026 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares; 2026Q1: 4,168 shares 4,168 $413K 0.03% -796 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: 3,344 shares; 2024Q4: 3,193 shares; 2025Q1: 3,199 shares; 2025Q2: 3,206 shares; 2025Q3: 2,998 shares; 2025Q4: 3,007 shares; 2026Q1: 2,617 shares 2,617 $396K 0.03% -390 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: 16,045 shares; 2024Q4: 14,695 shares; 2025Q1: 16,245 shares; 2025Q2: 16,245 shares; 2025Q3: 16,215 shares; 2025Q4: 15,890 shares; 2026Q1: 17,490 shares 17,490 $396K 0.03% +1,600 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: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 5,853 shares; 2025Q2: 5,828 shares; 2025Q3: 6,053 shares; 2025Q4: 6,053 shares; 2026Q1: 6,053 shares 6,053 $388K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,640 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,376 shares 2,376 $381K 0.03% -262 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: 3,477 shares; 2024Q4: 3,597 shares; 2025Q1: 3,239 shares; 2025Q2: 10,227 shares; 2025Q3: 11,654 shares; 2025Q4: 11,906 shares; 2026Q1: 2,930 shares 2,930 $377K 0.03% -8,976 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,107 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares; 2026Q1: 1,527 shares 1,527 $373K 0.03% -500 Timeline First Trust Private Assets … First Trust Private Assets Fun More: the full row for First Trust Private Assets Fun 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: 21,018 shares; 2026Q1: 24,338 shares 24,338 $371K 0.03% +3,320 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: 45,875 shares; 2024Q4: 11,275 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 6,668 shares; 2025Q4: 6,688 shares; 2026Q1: 6,688 shares 6,688 $361K 0.03% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,039 shares; 2025Q1: 4,039 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 4,119 shares; 2026Q1: 5,206 shares 5,206 $361K 0.03% +1,087 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: 1,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $359K 0.03% 0 Timeline VGLT 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: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: not reported; 2025Q3: 3,813 shares; 2025Q4: 7,634 shares; 2026Q1: 6,460 shares 6,460 $358K 0.03% -1,174 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,666 shares; 2025Q4: 1,671 shares; 2026Q1: 1,702 shares 1,702 $353K 0.03% +31 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,485 shares; 2026Q1: 1,625 shares 1,625 $353K 0.03% +140 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11,370 shares; 2025Q1: 11,370 shares; 2025Q2: 11,370 shares; 2025Q3: 12,137 shares; 2025Q4: 12,137 shares; 2026Q1: 11,580 shares 11,580 $347K 0.03% -557 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: 7,311 shares; 2024Q4: 2,356 shares; 2025Q1: 1,956 shares; 2025Q2: 1,653 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,655 shares 1,655 $337K 0.03% -148 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,585 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $335K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,088 shares; 2026Q1: 1,066 shares 1,066 $335K 0.03% -22 Timeline RPG 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: 8,865 shares; 2024Q4: 8,987 shares; 2025Q1: 8,287 shares; 2025Q2: 8,287 shares; 2025Q3: 7,152 shares; 2025Q4: 7,152 shares; 2026Q1: 7,152 shares 7,152 $334K 0.03% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,500 shares; 2024Q4: 82,500 shares; 2025Q1: 82,500 shares; 2025Q2: 38,000 shares; 2025Q3: 36,000 shares; 2025Q4: 32,800 shares; 2026Q1: 25,200 shares 25,200 $323K 0.03% -7,600 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: 8,527 shares; 2024Q4: 8,527 shares; 2025Q1: 7,612 shares; 2025Q2: 6,095 shares; 2025Q3: 6,095 shares; 2025Q4: 6,095 shares; 2026Q1: 6,251 shares 6,251 $309K 0.03% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares 1,107 $290K 0.02% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,846 shares; 2024Q4: 16,206 shares; 2025Q1: 17,154 shares; 2025Q2: 19,438 shares; 2025Q3: 19,051 shares; 2025Q4: 19,801 shares; 2026Q1: 18,242 shares 18,242 $290K 0.02% -1,559 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,422 shares; 2025Q4: 2,422 shares; 2026Q1: 2,422 shares 2,422 $287K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,614 shares; 2026Q1: 1,570 shares 1,570 $286K 0.02% -44 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,110 shares 2,110 $284K 0.02% +10 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 3,923 shares 3,923 $282K 0.02% +54 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 3,068 shares; 2025Q3: 4,413 shares; 2025Q4: 4,768 shares; 2026Q1: 4,768 shares 4,768 $281K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,033 shares 2,033 $275K 0.02% new 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: 11,714 shares; 2024Q4: 15,254 shares; 2025Q1: 11,148 shares; 2025Q2: 11,148 shares; 2025Q3: 14,481 shares; 2025Q4: 15,446 shares; 2026Q1: 9,351 shares 9,351 $271K 0.02% -6,095 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares 3,496 $268K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 657 shares; 2026Q1: 601 shares 601 $267K 0.02% -56 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares 1,800 $265K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,927 shares 1,927 $262K 0.02% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 592 shares 592 $259K 0.02% -30 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: 1,698 shares; 2024Q4: 1,635 shares; 2025Q1: 1,636 shares; 2025Q2: 1,637 shares; 2025Q3: 1,719 shares; 2025Q4: 1,684 shares; 2026Q1: 1,617 shares 1,617 $254K 0.02% -67 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 3,135 shares 3,135 $254K 0.02% 0 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: 1,653 shares; 2024Q4: 1,676 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,545 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares 1,340 $250K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668 $245K 0.02% 0 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: 1,055 shares 1,055 $243K 0.02% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,395 shares; 2025Q3: 6,295 shares; 2025Q4: 6,305 shares; 2026Q1: 4,504 shares 4,504 $240K 0.02% -1,801 Timeline XSLV 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: 7,948 shares; 2024Q4: 7,432 shares; 2025Q1: 7,432 shares; 2025Q2: 7,196 shares; 2025Q3: 7,196 shares; 2025Q4: 7,011 shares; 2026Q1: 5,071 shares 5,071 $239K 0.02% -1,940 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares 961 $237K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,284 shares; 2025Q4: 1,286 shares; 2026Q1: 1,288 shares 1,288 $235K 0.02% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,453 shares; 2026Q1: 1,259 shares 1,259 $235K 0.02% -194 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 7,074 shares; 2025Q1: 7,474 shares; 2025Q2: 7,429 shares; 2025Q3: 7,303 shares; 2025Q4: 4,365 shares; 2026Q1: 4,317 shares 4,317 $231K 0.02% -48 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $227K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,531 shares; 2025Q1: 1,533 shares; 2025Q2: 1,516 shares; 2025Q3: 1,518 shares; 2025Q4: 1,549 shares; 2026Q1: 1,305 shares 1,305 $226K 0.02% -244 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,579 shares; 2024Q4: 5,689 shares; 2025Q1: 5,689 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 3,881 shares; 2026Q1: 3,296 shares 3,296 $219K 0.02% -585 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 18,400 shares; 2025Q1: 9,595 shares; 2025Q2: 12,584 shares; 2025Q3: 12,744 shares; 2025Q4: 13,796 shares; 2026Q1: 1,993 shares 1,993 $218K 0.02% -11,803 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,469 shares; 2025Q3: 4,464 shares; 2025Q4: 4,464 shares; 2026Q1: 3,069 shares 3,069 $216K 0.02% -1,395 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: 1,688 shares; 2024Q4: 1,688 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,283 shares 1,283 $212K 0.02% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 539 shares 539 $211K 0.02% new 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: 7,443 shares; 2024Q4: 7,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $205K 0.02% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 7,029 shares; 2025Q1: 7,029 shares; 2025Q2: 7,029 shares; 2025Q3: 7,029 shares; 2025Q4: 7,029 shares; 2026Q1: 4,154 shares 4,154 $201K 0.02% -2,875 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,042 shares 17,042 $125K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,077 shares; 2024Q4: 29,077 shares; 2025Q1: 25,077 shares; 2025Q2: 25,077 shares; 2025Q3: 29,077 shares; 2025Q4: 29,077 shares; 2026Q1: 29,077 shares 29,077 $66K 0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,770 shares; 2024Q4: 25,770 shares; 2025Q1: 25,770 shares; 2025Q2: 25,770 shares; 2025Q3: 25,770 shares; 2025Q4: 25,770 shares; 2026Q1: 25,770 shares 25,770 $29K <0.01% 0 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $15K <0.01% 0 Timeline UEEC UNITED HEALTH PRODUCTS, INC. C More: the full row for UNITED HEALTH PRODUCTS, INC. C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,905 shares; 2024Q4: 161,905 shares; 2025Q1: 161,905 shares; 2025Q2: 161,905 shares; 2025Q3: 161,905 shares; 2025Q4: 161,905 shares; 2026Q1: 161,905 shares 161,905 $8K <0.01% 0 Timeline Royal Mines & Minerals Corp Royal Mines & Minerals Corp More: the full row for Royal Mines & Minerals Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $0 0% 0 Value filed as zero, left out of ratios. Sovereign Expl Assocs Intl … Sovereign Expl Assocs Intl Inc More: the full row for Sovereign Expl Assocs Intl Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios.